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 16.38 119,421
3 Year Return 9.24 127,583
5 Year Return 8.66 148,685
10 Year Return 11.56 313,307
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.58 111,137
3 Year Return 7.86 123,233
5 Year Return 8.59 150,259
10 Year Return 16.24 469,049
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.15 111,817
3 Year Return 10.05 131,875
5 Year Return 10.4 163,212
10 Year Return - -
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.86 114,140
3 Year Return 9.47 129,673
5 Year Return 8.72 151,235
10 Year Return 13.53 365,219
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.8 113,533
3 Year Return 8.67 126,747
5 Year Return 7.79 144,825
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 16.38 119,421
3 Year Return 9.24 127,583
5 Year Return 8.66 148,685
10 Year Return 11.56 313,307
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 18.49 120,911
3 Year Return 11.28 135,415
5 Year Return 10.37 162,758
10 Year Return 12.66 343,222
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.68 113,051
3 Year Return 13.06 141,952
5 Year Return 7.93 144,938
10 Year Return 12.34 333,061
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 16.0 118,168
3 Year Return 10.79 133,895
5 Year Return 8.77 150,516
10 Year Return 11.82 317,429
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 17.23 118,912
3 Year Return 12.8 141,631
5 Year Return 9.4 154,641
10 Year Return 12.1 321,953

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 10.8 113,087
3 Year Return 9.91 130,244
5 Year Return 7.18 139,932
10 Year Return 11.63 312,399
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 16.0 118,168
3 Year Return 10.79 133,895
5 Year Return 8.77 150,516
10 Year Return 11.82 317,429
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.86 114,140
3 Year Return 9.47 129,673
5 Year Return 8.72 151,235
10 Year Return 13.53 365,219
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.8 113,533
3 Year Return 8.67 126,747
5 Year Return 7.79 144,825
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.34 107,329
3 Year Return 5.55 117,148
5 Year Return 5.24 128,680
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 12.86 114,140
3 Year Return 9.47 129,673
5 Year Return 8.72 151,235
10 Year Return 13.53 365,219
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 17.23 118,912
3 Year Return 12.8 141,631
5 Year Return 9.4 154,641
10 Year Return 12.1 321,953
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.83 111,113
3 Year Return 6.92 120,001
5 Year Return 6.16 132,414
10 Year Return 11.61 309,424
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.87 106,933
3 Year Return 6.83 120,598
5 Year Return 7.73 144,127
10 Year Return 8.89 235,734
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.34 107,329
3 Year Return 5.55 117,148
5 Year Return 5.24 128,680
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 10.56 110,458
3 Year Return 7.0 122,402
5 Year Return 8.43 149,784
10 Year Return 9.6 249,915
CategoryDebt: Dynamic Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -3.53 96,434
3 Year Return 0.82 102,287
5 Year Return 4.55 124,887
10 Year Return - -
CategoryDebt: Medium Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.26 107,170
3 Year Return 6.97 122,343
5 Year Return 7.65 144,478
10 Year Return - -
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.1 106,826
3 Year Return 4.88 114,288
5 Year Return 6.81 138,385
10 Year Return 9.23 244,622
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.26 110,639
3 Year Return 8.71 127,887
5 Year Return 8.54 150,244
10 Year Return 9.81 256,850

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