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 -3.97 95,189
3 Year Return 11.31 137,539
5 Year Return 16.16 208,770
10 Year Return 16.48 459,475
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -5.7 93,326
3 Year Return 14.11 147,874
5 Year Return 18.9 235,221
10 Year Return 23.67 841,761
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -11.6 86,609
3 Year Return 16.4 157,835
5 Year Return 23.93 288,892
10 Year Return - -
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.47 105,409
3 Year Return 13.77 145,496
5 Year Return 15.18 201,494
10 Year Return 16.93 479,587
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -0.89 98,684
3 Year Return 10.0 133,730
5 Year Return 14.38 193,861
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 -3.97 95,189
3 Year Return 11.31 137,539
5 Year Return 16.16 208,770
10 Year Return 16.48 459,475
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 1.42 100,831
3 Year Return 14.12 148,481
5 Year Return 16.75 214,801
10 Year Return 17.33 498,134
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.06 110,339
3 Year Return 16.45 156,875
5 Year Return 16.85 215,443
10 Year Return 16.62 472,211
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.01 101,380
3 Year Return 11.12 137,873
5 Year Return 15.4 203,467
10 Year Return 16.48 467,954
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.65 105,594
3 Year Return 11.77 139,498
5 Year Return 14.75 198,360
10 Year Return 15.52 425,320

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 5.06 104,031
3 Year Return 12.58 142,538
5 Year Return 14.03 191,404
10 Year Return 17.23 493,739
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.01 101,380
3 Year Return 11.12 137,873
5 Year Return 15.4 203,467
10 Year Return 16.48 467,954
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.47 105,409
3 Year Return 13.77 145,496
5 Year Return 15.18 201,494
10 Year Return 16.93 479,587
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -0.89 98,684
3 Year Return 10.0 133,730
5 Year Return 14.38 193,861
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.88 102,331
3 Year Return 7.11 122,953
5 Year Return 8.62 150,624
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 5.47 105,409
3 Year Return 13.77 145,496
5 Year Return 15.18 201,494
10 Year Return 16.93 479,587
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.65 105,594
3 Year Return 11.77 139,498
5 Year Return 14.75 198,360
10 Year Return 15.52 425,320
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.87 102,733
3 Year Return 8.41 128,141
5 Year Return 13.56 187,862
10 Year Return 16.61 466,421
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.41 105,377
3 Year Return 11.19 136,715
5 Year Return 9.52 157,115
10 Year Return 10.37 268,641
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.88 102,331
3 Year Return 7.11 122,953
5 Year Return 8.62 150,624
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 6.41 106,918
3 Year Return 8.33 127,214
5 Year Return 10.16 161,432
10 Year Return - -
CategoryDebt: Dynamic Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.52 102,879
3 Year Return 6.76 121,719
5 Year Return 8.26 148,133
10 Year Return - -
CategoryDebt: Medium Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.11 107,425
3 Year Return 8.2 126,784
5 Year Return 9.36 156,000
10 Year Return - -
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 0.88 101,075
3 Year Return 8.42 127,413
5 Year Return 10.97 167,266
10 Year Return 10.46 266,085
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.91 107,241
3 Year Return 10.21 133,644
5 Year Return 11.45 171,159
10 Year Return 10.68 272,062

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