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 2.18 98,942
3 Year Return -2.22 94,598
5 Year Return 6.82 138,296
10 Year Return 8.76 231,980
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 3.24 100,787
3 Year Return -0.31 100,153
5 Year Return 7.59 143,475
10 Year Return 12.69 330,550
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.97 107,609
3 Year Return 1.82 107,652
5 Year Return 11.2 168,557
10 Year Return 15.26 413,430
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -4.11 94,674
3 Year Return 1.39 104,763
5 Year Return 7.13 140,717
10 Year Return 10.56 273,465
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.56 100,454
3 Year Return 1.27 104,812
5 Year Return 6.49 136,429
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 2.18 98,942
3 Year Return -2.22 94,598
5 Year Return 6.82 138,296
10 Year Return 8.76 231,980
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -0.91 96,423
3 Year Return 1.35 105,437
5 Year Return 8.68 150,652
10 Year Return 8.81 232,825
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -9.68 86,710
3 Year Return -0.71 99,154
5 Year Return 5.39 129,575
10 Year Return 7.95 215,884
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -3.31 94,114
3 Year Return 1.23 105,310
5 Year Return 6.75 137,771
10 Year Return 9.11 240,282
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 0.89 98,707
3 Year Return 5.12 117,233
5 Year Return 8.13 147,380
10 Year Return 9.93 258,950

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 -3.28 94,341
3 Year Return 0.11 101,403
5 Year Return 6.29 135,211
10 Year Return 8.55 227,873
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -3.31 94,114
3 Year Return 1.23 105,310
5 Year Return 6.75 137,771
10 Year Return 9.11 240,282
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -4.11 94,674
3 Year Return 1.39 104,763
5 Year Return 7.13 140,717
10 Year Return 10.56 273,465
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.56 100,454
3 Year Return 1.27 104,812
5 Year Return 6.49 136,429
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.82 101,264
3 Year Return 2.47 107,960
5 Year Return 4.46 124,283
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 -4.11 94,674
3 Year Return 1.39 104,763
5 Year Return 7.13 140,717
10 Year Return 10.56 273,465
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 0.89 98,707
3 Year Return 5.12 117,233
5 Year Return 8.13 147,380
10 Year Return 9.93 258,950
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -2.74 95,151
3 Year Return 0.66 102,626
5 Year Return 4.19 122,573
10 Year Return 9.2 240,896
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -0.4 98,778
3 Year Return 2.47 107,680
5 Year Return 7.07 140,700
10 Year Return 7.62 208,538
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.82 101,264
3 Year Return 2.47 107,960
5 Year Return 4.46 124,283
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 12.16 112,018
3 Year Return 8.17 126,341
5 Year Return 9.49 157,336
10 Year Return 10.06 260,671
CategoryDebt: Dynamic Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.91 104,822
3 Year Return 1.37 103,996
5 Year Return 5.0 127,584
10 Year Return 7.45 204,997
CategoryDebt: Medium Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.07 109,995
3 Year Return 7.38 123,741
5 Year Return 8.3 149,000
10 Year Return - -
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 1.26 100,347
3 Year Return 1.16 103,788
5 Year Return 6.31 135,468
10 Year Return 8.44 225,113
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.76 107,816
3 Year Return 7.08 122,992
5 Year Return 8.97 153,461
10 Year Return 9.44 246,738

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