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 -14.6 85,990
3 Year Return 10.57 134,696
5 Year Return 17.27 223,832
10 Year Return 16.8 467,086
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -11.53 89,072
3 Year Return 11.78 139,690
5 Year Return 21.0 259,418
10 Year Return 24.01 851,465
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -15.29 85,237
3 Year Return 13.48 145,316
5 Year Return 27.83 341,424
10 Year Return - -
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -4.16 96,380
3 Year Return 11.38 137,926
5 Year Return 15.23 204,131
10 Year Return 17.0 476,437
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -4.57 95,756
3 Year Return 8.7 128,217
5 Year Return 15.19 204,075
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 -14.6 85,990
3 Year Return 10.57 134,696
5 Year Return 17.27 223,832
10 Year Return 16.8 467,086
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -10.35 90,297
3 Year Return 12.11 140,662
5 Year Return 16.32 214,351
10 Year Return 17.79 511,790
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -1.98 98,447
3 Year Return 12.17 140,855
5 Year Return 16.93 220,174
10 Year Return 17.11 483,623
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -6.0 94,836
3 Year Return 9.35 130,110
5 Year Return 15.24 204,340
10 Year Return 16.94 474,397
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -1.67 98,666
3 Year Return 9.78 132,177
5 Year Return 15.0 201,292
10 Year Return 15.95 434,793

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 -3.85 96,780
3 Year Return 10.97 136,080
5 Year Return 14.23 196,228
10 Year Return 17.61 503,646
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -6.0 94,836
3 Year Return 9.35 130,110
5 Year Return 15.24 204,340
10 Year Return 16.94 474,397
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -4.16 96,380
3 Year Return 11.38 137,926
5 Year Return 15.23 204,131
10 Year Return 17.0 476,437
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -4.57 95,756
3 Year Return 8.7 128,217
5 Year Return 15.19 204,075
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -0.47 99,561
3 Year Return 5.87 118,462
5 Year Return 8.45 150,350
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 -4.16 96,380
3 Year Return 11.38 137,926
5 Year Return 15.23 204,131
10 Year Return 17.0 476,437
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -1.67 98,666
3 Year Return 9.78 132,177
5 Year Return 15.0 201,292
10 Year Return 15.95 434,793
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -2.39 98,189
3 Year Return 7.13 122,803
5 Year Return 14.13 194,315
10 Year Return 17.18 484,769
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 0.27 100,455
3 Year Return 10.04 133,242
5 Year Return 9.54 158,018
10 Year Return 10.37 267,922
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -0.47 99,561
3 Year Return 5.87 118,462
5 Year Return 8.45 150,350
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 4.97 105,063
3 Year Return 8.91 129,456
5 Year Return 10.46 164,391
10 Year Return - -
CategoryDebt: Dynamic Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 3.33 103,455
3 Year Return 7.72 125,186
5 Year Return 8.96 153,485
10 Year Return - -
CategoryDebt: Medium Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.85 105,866
3 Year Return 8.42 127,616
5 Year Return 9.44 156,949
10 Year Return - -
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -2.9 97,405
3 Year Return 8.74 128,704
5 Year Return 11.46 172,114
10 Year Return 11.19 285,577
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.04 104,271
3 Year Return 9.5 131,346
5 Year Return 11.32 171,160
10 Year Return 11.2 286,412
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 0.27 100,455
3 Year Return 10.04 133,242
5 Year Return 9.54 158,018
10 Year Return 10.37 267,922

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