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 -28.2 72,335
3 Year Return -7.61 78,718
5 Year Return -0.59 96,570
10 Year Return 6.71 189,367
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -32.12 68,503
3 Year Return -8.41 76,406
5 Year Return 0.55 101,682
10 Year Return 11.2 285,245
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -34.1 66,458
3 Year Return -8.17 76,213
5 Year Return 1.82 109,142
10 Year Return - -
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -23.54 76,820
3 Year Return -3.31 90,116
5 Year Return 2.28 111,303
10 Year Return 9.52 245,777
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -20.81 79,389
3 Year Return -3.54 89,053
5 Year Return 1.51 106,070
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 -28.2 72,335
3 Year Return -7.61 78,718
5 Year Return -0.59 96,570
10 Year Return 6.71 189,367
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -26.59 73,913
3 Year Return -4.95 85,420
5 Year Return 1.71 108,250
10 Year Return 7.88 211,019
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -34.74 65,796
3 Year Return -5.59 83,401
5 Year Return -1.1 94,031
10 Year Return 7.12 196,222
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -27.09 73,470
3 Year Return -5.1 85,073
5 Year Return -0.01 98,930
10 Year Return 7.36 199,539
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -14.12 86,173
3 Year Return 1.98 105,861
5 Year Return 3.83 119,895
10 Year Return 9.1 235,191

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 -29.8 70,673
3 Year Return -6.13 82,279
5 Year Return -0.69 96,223
10 Year Return 6.96 193,272
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -27.09 73,470
3 Year Return -5.1 85,073
5 Year Return -0.01 98,930
10 Year Return 7.36 199,539
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -23.54 76,820
3 Year Return -3.31 90,116
5 Year Return 2.28 111,303
10 Year Return 9.52 245,777
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -20.81 79,389
3 Year Return -3.54 89,053
5 Year Return 1.51 106,070
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -14.85 85,386
3 Year Return -1.56 95,272
5 Year Return 1.19 105,880
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 -23.54 76,820
3 Year Return -3.31 90,116
5 Year Return 2.28 111,303
10 Year Return 9.52 245,777
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -14.12 86,173
3 Year Return 1.98 105,861
5 Year Return 3.83 119,895
10 Year Return 9.1 235,191
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -21.04 79,302
3 Year Return -4.38 86,757
5 Year Return -0.6 96,335
10 Year Return 8.13 217,161
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -11.86 88,434
3 Year Return - -
5 Year Return 4.65 125,018
10 Year Return 6.99 195,626
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -14.85 85,386
3 Year Return -1.56 95,272
5 Year Return 1.19 105,880
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 10.94 110,713
3 Year Return 7.94 125,830
5 Year Return 8.78 151,942
10 Year Return 9.75 253,375
CategoryDebt: Dynamic Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -4.93 94,995
3 Year Return 0.81 102,454
5 Year Return 4.49 124,312
10 Year Return - -
CategoryDebt: Medium Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.52 107,334
3 Year Return 7.49 124,078
5 Year Return 7.98 146,483
10 Year Return - -
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -7.7 92,045
3 Year Return -0.14 99,443
5 Year Return 4.17 121,803
10 Year Return 7.86 211,470
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.15 101,945
3 Year Return 6.04 118,985
5 Year Return 7.28 141,091
10 Year Return 9.07 236,715

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