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 -12.28 88,837
3 Year Return 11.59 141,520
5 Year Return 17.14 220,262
10 Year Return 16.88 490,954
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -13.51 87,076
3 Year Return 13.7 149,765
5 Year Return 19.66 245,777
10 Year Return 23.43 834,932
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -22.58 78,620
3 Year Return 15.44 157,259
5 Year Return 25.32 309,164
10 Year Return - -
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -5.45 95,091
3 Year Return 13.04 146,800
5 Year Return 14.83 199,283
10 Year Return 16.59 473,615
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -6.83 93,861
3 Year Return 10.13 135,497
5 Year Return 14.93 200,222
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 -12.28 88,837
3 Year Return 11.59 141,520
5 Year Return 17.14 220,262
10 Year Return 16.88 490,954
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -10.28 90,777
3 Year Return 14.9 155,013
5 Year Return 16.43 213,442
10 Year Return 17.35 508,321
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -3.49 97,320
3 Year Return 15.27 157,144
5 Year Return 17.06 219,286
10 Year Return 16.61 479,359
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -6.41 94,388
3 Year Return 10.75 138,447
5 Year Return 15.17 202,478
10 Year Return 16.82 486,785
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -0.6 99,990
3 Year Return 11.41 139,656
5 Year Return 15.37 204,329
10 Year Return 15.89 447,221

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 -4.92 95,894
3 Year Return 12.64 145,583
5 Year Return 14.67 197,789
10 Year Return 17.38 511,306
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -6.41 94,388
3 Year Return 10.75 138,447
5 Year Return 15.17 202,478
10 Year Return 16.82 486,785
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -5.45 95,091
3 Year Return 13.04 146,800
5 Year Return 14.83 199,283
10 Year Return 16.59 473,615
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -6.83 93,861
3 Year Return 10.13 135,497
5 Year Return 14.93 200,222
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -1.44 98,826
3 Year Return 6.6 121,751
5 Year Return 8.52 150,338
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 -5.45 95,091
3 Year Return 13.04 146,800
5 Year Return 14.83 199,283
10 Year Return 16.59 473,615
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -0.6 99,990
3 Year Return 11.41 139,656
5 Year Return 15.37 204,329
10 Year Return 15.89 447,221
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -4.54 96,226
3 Year Return 8.59 129,730
5 Year Return 13.95 191,825
10 Year Return 16.75 479,425
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 0.2 100,573
3 Year Return 11.63 140,608
5 Year Return 9.49 157,228
10 Year Return 10.22 265,418
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -1.44 98,826
3 Year Return 6.6 121,751
5 Year Return 8.52 150,338
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 6.43 106,433
3 Year Return 9.66 132,161
5 Year Return 10.35 163,523
10 Year Return - -
CategoryDebt: Dynamic Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 3.0 103,012
3 Year Return 7.18 123,385
5 Year Return 8.41 149,613
10 Year Return - -
CategoryDebt: Medium Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.95 106,943
3 Year Return 8.87 129,256
5 Year Return 9.41 156,736
10 Year Return - -
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -1.33 99,002
3 Year Return 9.37 131,878
5 Year Return 11.26 170,521
10 Year Return 10.82 282,128
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.62 105,944
3 Year Return 10.59 136,930
5 Year Return 11.71 173,726
10 Year Return 11.04 288,219

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