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 -14.8 85,354
3 Year Return 8.17 126,124
5 Year Return 19.04 234,141
10 Year Return 16.09 438,777
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -8.51 91,804
3 Year Return 9.79 131,507
5 Year Return 23.49 284,403
10 Year Return 22.26 752,458
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -5.64 94,116
3 Year Return 13.99 147,553
5 Year Return 32.38 403,375
10 Year Return - -
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -0.05 100,396
3 Year Return 10.27 133,803
5 Year Return 16.63 213,589
10 Year Return 17.03 477,458
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -3.13 97,288
3 Year Return 7.72 124,075
5 Year Return 16.27 210,628
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 -14.8 85,354
3 Year Return 8.17 126,124
5 Year Return 19.04 234,141
10 Year Return 16.09 438,777
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -7.65 92,760
3 Year Return 9.98 132,877
5 Year Return 17.01 215,345
10 Year Return 16.91 474,527
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 0.19 100,948
3 Year Return 9.29 129,928
5 Year Return 17.78 222,302
10 Year Return 16.22 443,728
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -5.62 94,561
3 Year Return 7.34 122,800
5 Year Return 15.79 204,487
10 Year Return 16.09 442,283
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -0.35 99,722
3 Year Return 8.13 125,786
5 Year Return 16.25 210,293
10 Year Return 15.33 412,181

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 -4.6 95,710
3 Year Return 7.94 125,357
5 Year Return 15.06 197,349
10 Year Return 17.18 480,047
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -5.62 94,561
3 Year Return 7.34 122,800
5 Year Return 15.79 204,487
10 Year Return 16.09 442,283
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -0.05 100,396
3 Year Return 10.27 133,803
5 Year Return 16.63 213,589
10 Year Return 17.03 477,458
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -3.13 97,288
3 Year Return 7.72 124,075
5 Year Return 16.27 210,628
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 1.19 101,199
3 Year Return 5.34 116,607
5 Year Return 8.65 150,542
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 -0.05 100,396
3 Year Return 10.27 133,803
5 Year Return 16.63 213,589
10 Year Return 17.03 477,458
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -0.35 99,722
3 Year Return 8.13 125,786
5 Year Return 16.25 210,293
10 Year Return 15.33 412,181
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -4.08 95,977
3 Year Return 4.52 113,776
5 Year Return 14.23 191,996
10 Year Return 16.6 458,712
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 1.89 101,817
3 Year Return 9.68 131,858
5 Year Return 10.05 160,827
10 Year Return 10.26 266,151
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 1.19 101,199
3 Year Return 5.34 116,607
5 Year Return 8.65 150,542
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 3.06 102,992
3 Year Return 8.03 126,092
5 Year Return 10.42 164,118
10 Year Return - -
CategoryDebt: Dynamic Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 1.71 101,687
3 Year Return 7.09 122,808
5 Year Return 8.89 152,796
10 Year Return - -
CategoryDebt: Medium Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.84 104,819
3 Year Return 7.73 125,027
5 Year Return 9.26 155,272
10 Year Return - -
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -5.09 94,991
3 Year Return 7.25 123,247
5 Year Return 11.57 171,949
10 Year Return 11.55 295,999
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 3.15 103,318
3 Year Return 8.3 126,926
5 Year Return 11.39 170,496
10 Year Return 11.44 293,784
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 1.89 101,817
3 Year Return 9.68 131,858
5 Year Return 10.05 160,827
10 Year Return 10.26 266,151

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