Model Portfolio

Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -12.87 86,333
3 Year Return 3.73 111,249
5 Year Return 10.57 162,355
10 Year Return 11.35 304,987
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -14.79 84,497
3 Year Return 4.23 112,569
5 Year Return 11.03 164,983
10 Year Return 17.55 519,234
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -18.37 80,875
3 Year Return 8.14 125,512
5 Year Return 13.17 180,977
10 Year Return - -
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -0.05 99,436
3 Year Return 7.93 125,529
5 Year Return 10.13 160,371
10 Year Return 13.9 375,854
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -4.41 95,022
3 Year Return 6.31 120,146
5 Year Return 9.84 156,793
10 Year Return - -

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

CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -12.87 86,333
3 Year Return 3.73 111,249
5 Year Return 10.57 162,355
10 Year Return 11.35 304,987
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -5.69 93,243
3 Year Return 7.04 122,543
5 Year Return 11.32 167,514
10 Year Return 12.49 335,386
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -4.52 94,464
3 Year Return 8.78 128,292
5 Year Return 10.08 159,341
10 Year Return 11.84 318,189
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -3.27 95,815
3 Year Return 6.01 118,961
5 Year Return 10.32 161,465
10 Year Return 11.78 315,633
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 3.05 102,571
3 Year Return 8.72 128,517
5 Year Return 11.13 167,352
10 Year Return 12.24 325,164

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

CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -5.6 93,486
3 Year Return 5.84 118,671
5 Year Return 8.86 150,843
10 Year Return 12.14 326,122
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -3.27 95,815
3 Year Return 6.01 118,961
5 Year Return 10.32 161,465
10 Year Return 11.78 315,633
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -0.05 99,436
3 Year Return 7.93 125,529
5 Year Return 10.13 160,371
10 Year Return 13.9 375,854
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -4.41 95,022
3 Year Return 6.31 120,146
5 Year Return 9.84 156,793
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -2.84 96,926
3 Year Return 3.86 111,984
5 Year Return 5.96 132,384
10 Year Return - -

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

CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -0.05 99,436
3 Year Return 7.93 125,529
5 Year Return 10.13 160,371
10 Year Return 13.9 375,854
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 3.05 102,571
3 Year Return 8.72 128,517
5 Year Return 11.13 167,352
10 Year Return 12.24 325,164
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -1.18 98,223
3 Year Return 4.1 112,971
5 Year Return 8.85 151,148
10 Year Return 12.76 342,175
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.13 101,847
3 Year Return 7.27 123,067
5 Year Return 7.82 144,119
10 Year Return 9.09 239,941
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -2.84 96,926
3 Year Return 3.86 111,984
5 Year Return 5.96 132,384
10 Year Return - -

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

CategoryDebt: Dynamic Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.82 109,719
3 Year Return 7.79 125,424
5 Year Return 9.97 160,686
10 Year Return 9.19 240,790
CategoryDebt: Dynamic Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -1.93 97,969
3 Year Return 3.53 111,118
5 Year Return 6.47 136,671
10 Year Return - -
CategoryDebt: Medium Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.01 106,900
3 Year Return 7.22 123,479
5 Year Return 8.84 152,570
10 Year Return - -
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 0.29 99,853
3 Year Return 5.17 116,213
5 Year Return 9.28 154,964
10 Year Return 9.45 249,234
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.25 105,906
3 Year Return 7.93 125,578
5 Year Return 9.76 158,646
10 Year Return 9.59 251,210

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