Model Portfolio

Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryBalanced Funds Equity Oriented
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 21.13 120,810
3 Year Return 12.28 142,806
5 Year Return 18.29 232,295
10 Year Return 12.11 318,173
CategoryBalanced Funds Equity Oriented
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 23.62 123,649
3 Year Return 12.16 142,254
5 Year Return 18.5 234,235
10 Year Return - -
CategoryEquity Funds Diversified
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 27.72 128,003
3 Year Return 14.09 149,858
5 Year Return 22.54 276,477
10 Year Return 10.36 276,236
CategoryEquity Funds Mid and Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 30.17 130,666
3 Year Return 16.56 159,902
5 Year Return 26.25 322,151
10 Year Return 17.69 518,769
CategoryEquity Funds Mid and Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 50.7 150,540
3 Year Return 23.34 189,378
5 Year Return 35.78 461,944
10 Year Return - -

Moderately Aggressive = Equity Funds 60% | Balanced Fund 40%

CategoryBalanced Funds Equity Oriented
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 24.14 124,294
3 Year Return 12.12 142,225
5 Year Return 19.18 241,305
10 Year Return 14.97 407,811
CategoryBalanced Funds Equity Oriented
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 23.8 123,977
3 Year Return 10.41 135,299
5 Year Return 17.64 224,755
10 Year Return 10.99 286,705
CategoryEquity Funds Diversified
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 27.72 128,003
3 Year Return 14.09 149,858
5 Year Return 22.54 276,477
10 Year Return 10.36 276,236
CategoryEquity Funds Diversified
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 28.5 128,735
3 Year Return 15.67 156,561
5 Year Return 20.42 253,324
10 Year Return 11.47 303,848
CategoryEquity Funds Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 35.33 135,553
3 Year Return 11.31 139,682
5 Year Return 18.68 235,843
10 Year Return 11.54 305,571
CategoryEquity Funds Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 25.47 125,614
3 Year Return 11.97 141,585
5 Year Return 18.57 234,310
10 Year Return 10.73 282,610

Moderate = Equity Funds 40% | Balanced Funds 50% | Equity Savings Fund 10%

CategoryBalanced Funds Equity Oriented
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 24.14 124,294
3 Year Return 12.12 142,225
5 Year Return 19.18 241,305
10 Year Return 14.97 407,811
CategoryBalanced Funds Equity Oriented
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 21.13 120,810
3 Year Return 12.28 142,806
5 Year Return 18.29 232,295
10 Year Return 12.11 318,173
CategoryBalanced Funds Equity Oriented
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 23.62 123,649
3 Year Return 12.16 142,254
5 Year Return 18.5 234,235
10 Year Return - -
CategoryBalanced Funds Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.77 111,772
3 Year Return 7.0 122,888
5 Year Return 9.32 156,238
10 Year Return - -
CategoryEquity Funds Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 26.03 126,132
3 Year Return 10.54 136,323
5 Year Return 17.64 225,274
10 Year Return 12.48 332,969
CategoryEquity Funds Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 25.47 125,614
3 Year Return 11.97 141,585
5 Year Return 18.57 234,310
10 Year Return 10.73 282,610

Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%

CategoryBalanced Funds Equity Oriented
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 21.13 120,810
3 Year Return 12.28 142,806
5 Year Return 18.29 232,295
10 Year Return 12.11 318,173
CategoryBalanced Funds Equity Oriented
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 23.8 123,977
3 Year Return 10.41 135,299
5 Year Return 17.64 224,755
10 Year Return 10.99 286,705
CategoryBalanced Funds Equity Oriented
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 16.69 116,821
3 Year Return 8.63 128,567
5 Year Return 16.81 217,827
10 Year Return 12.08 318,039
CategoryBalanced Funds Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 13.74 113,835
3 Year Return 10.77 136,102
5 Year Return 11.17 169,718
10 Year Return 10.09 261,774
CategoryBalanced Funds Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.77 111,772
3 Year Return 7.0 122,888
5 Year Return 9.32 156,238
10 Year Return - -

Conservative = Income Funds 50% | Hybrid Debt Funds (MIP) 30% | Equity Savings Fund 20%

CategoryBalanced Funds Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 13.74 113,835
3 Year Return 10.77 136,102
5 Year Return 11.17 169,718
10 Year Return 10.09 261,774
CategoryHybrid Debt Oriented Funds
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.12 110,183
3 Year Return 10.03 133,342
5 Year Return 13.12 185,492
10 Year Return 10.06 262,819
CategoryHybrid Debt Oriented Funds
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.89 110,924
3 Year Return 9.19 130,459
5 Year Return 11.49 172,450
10 Year Return 9.31 245,134
CategoryIncome Funds
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.86 106,794
3 Year Return 8.05 126,064
5 Year Return 8.88 153,142
10 Year Return - -
CategoryIncome Funds
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.22 104,220
3 Year Return 8.44 127,387
5 Year Return 11.08 169,155
10 Year Return - -
CategoryIncome Funds
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.95 102,963
3 Year Return 7.9 125,513
5 Year Return 9.25 155,784
10 Year Return - -

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