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 -5.41 95,080
3 Year Return -1.54 94,922
5 Year Return 4.84 126,087
10 Year Return 9.1 237,572
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -7.11 93,336
3 Year Return -2.51 91,936
5 Year Return 5.51 130,446
10 Year Return 12.88 335,151
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -6.97 93,668
3 Year Return -2.65 91,842
5 Year Return 7.81 145,425
10 Year Return - -
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -6.22 94,236
3 Year Return 2.03 105,263
5 Year Return 6.56 136,591
10 Year Return 11.42 294,059
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -4.13 96,228
3 Year Return 0.52 101,009
5 Year Return 5.48 130,376
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 -5.41 95,080
3 Year Return -1.54 94,922
5 Year Return 4.84 126,087
10 Year Return 9.1 237,572
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -2.2 98,226
3 Year Return 2.03 105,199
5 Year Return 7.42 142,195
10 Year Return 9.8 254,227
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -17.11 83,712
3 Year Return -0.74 96,878
5 Year Return 3.74 119,254
10 Year Return 8.86 233,247
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -7.14 93,651
3 Year Return 1.37 103,464
5 Year Return 5.25 128,535
10 Year Return 9.84 254,816
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -0.04 100,594
3 Year Return 5.9 117,725
5 Year Return 7.4 142,408
10 Year Return 10.6 272,931

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 -8.15 92,276
3 Year Return 0.19 99,937
5 Year Return 4.65 124,640
10 Year Return 9.38 243,871
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -7.14 93,651
3 Year Return 1.37 103,464
5 Year Return 5.25 128,535
10 Year Return 9.84 254,816
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -6.22 94,236
3 Year Return 2.03 105,263
5 Year Return 6.56 136,591
10 Year Return 11.42 294,059
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -4.13 96,228
3 Year Return 0.52 101,009
5 Year Return 5.48 130,376
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -1.79 98,561
3 Year Return 1.61 104,709
5 Year Return 3.69 119,812
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 -6.22 94,236
3 Year Return 2.03 105,263
5 Year Return 6.56 136,591
10 Year Return 11.42 294,059
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -0.04 100,594
3 Year Return 5.9 117,725
5 Year Return 7.4 142,408
10 Year Return 10.6 272,931
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -5.71 94,652
3 Year Return 0.41 100,626
5 Year Return 3.56 118,932
10 Year Return 9.77 253,125
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -2.47 97,711
3 Year Return 2.48 107,324
5 Year Return 6.66 137,739
10 Year Return 7.81 211,915
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -1.79 98,561
3 Year Return 1.61 104,709
5 Year Return 3.69 119,812
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 12.11 111,958
3 Year Return 8.25 126,460
5 Year Return 9.83 159,850
10 Year Return 10.02 259,791
CategoryDebt: Dynamic Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.87 105,619
3 Year Return 1.84 105,184
5 Year Return 5.58 131,221
10 Year Return 7.59 207,753
CategoryDebt: Medium Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.36 110,238
3 Year Return 7.55 124,270
5 Year Return 8.49 150,317
10 Year Return - -
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -1.32 98,791
3 Year Return 1.31 103,583
5 Year Return 5.75 132,096
10 Year Return 8.54 227,165
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.94 107,012
3 Year Return 6.72 121,048
5 Year Return 8.71 151,694
10 Year Return 9.48 247,177

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