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 -2.41 98,605
3 Year Return 10.04 132,627
5 Year Return 11.87 176,304
10 Year Return 12.92 330,553
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -5.45 95,234
3 Year Return 11.09 136,567
5 Year Return 13.39 188,610
10 Year Return 20.14 618,859
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -8.99 92,138
3 Year Return 13.94 147,699
5 Year Return 16.81 216,587
10 Year Return - -
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.86 107,482
3 Year Return 12.38 141,542
5 Year Return 11.99 176,396
10 Year Return 15.16 405,319
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 0.53 101,149
3 Year Return 9.6 131,156
5 Year Return 11.16 170,681
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 -2.41 98,605
3 Year Return 10.04 132,627
5 Year Return 11.87 176,304
10 Year Return 12.92 330,553
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 1.65 102,761
3 Year Return 12.3 140,619
5 Year Return 12.75 183,740
10 Year Return 14.33 375,791
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.3 109,073
3 Year Return 14.45 149,034
5 Year Return 12.44 181,059
10 Year Return 13.86 359,098
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.24 105,062
3 Year Return 10.39 133,459
5 Year Return 12.63 181,715
10 Year Return 13.29 344,135
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.72 108,259
3 Year Return 11.21 137,216
5 Year Return 12.75 183,102
10 Year Return 13.19 341,379

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 3.14 103,956
3 Year Return 10.46 133,988
5 Year Return 10.44 165,030
10 Year Return 13.86 360,167
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.24 105,062
3 Year Return 10.39 133,459
5 Year Return 12.63 181,715
10 Year Return 13.29 344,135
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.86 107,482
3 Year Return 12.38 141,542
5 Year Return 11.99 176,396
10 Year Return 15.16 405,319
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 0.53 101,149
3 Year Return 9.6 131,156
5 Year Return 11.16 170,681
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 1.24 101,507
3 Year Return 5.85 118,517
5 Year Return 6.84 139,448
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 6.86 107,482
3 Year Return 12.38 141,542
5 Year Return 11.99 176,396
10 Year Return 15.16 405,319
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.72 108,259
3 Year Return 11.21 137,216
5 Year Return 12.75 183,102
10 Year Return 13.19 341,379
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.18 104,906
3 Year Return 7.75 124,743
5 Year Return 10.22 162,860
10 Year Return 14.12 369,155
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.32 106,578
3 Year Return 10.4 133,968
5 Year Return 8.36 149,849
10 Year Return 9.77 253,171
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 1.24 101,507
3 Year Return 5.85 118,517
5 Year Return 6.84 139,448
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 9.55 109,473
3 Year Return 9.06 129,691
5 Year Return 9.75 159,358
10 Year Return 9.01 236,943
CategoryDebt: Dynamic Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -2.82 97,156
3 Year Return 4.45 113,926
5 Year Return 6.35 136,014
10 Year Return - -
CategoryDebt: Medium Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.55 106,503
3 Year Return 7.73 125,032
5 Year Return 8.58 150,946
10 Year Return - -
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.92 103,072
3 Year Return 8.0 125,872
5 Year Return 9.84 160,200
10 Year Return 9.93 256,231
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.21 108,244
3 Year Return 9.82 132,296
5 Year Return 10.15 162,292
10 Year Return 10.01 258,306

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