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 9.02 108,678
3 Year Return 9.2 131,510
5 Year Return 9.22 156,250
10 Year Return 10.91 282,511
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 0.8 100,708
3 Year Return 6.87 123,067
5 Year Return 8.69 152,437
10 Year Return 15.88 438,929
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -4.61 95,407
3 Year Return 8.51 128,342
5 Year Return 10.18 161,232
10 Year Return - -
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.71 109,029
3 Year Return 9.32 131,673
5 Year Return 9.19 155,358
10 Year Return 13.37 350,393
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.32 106,300
3 Year Return 8.78 129,402
5 Year Return 8.56 151,088
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 9.02 108,678
3 Year Return 9.2 131,510
5 Year Return 9.22 156,250
10 Year Return 10.91 282,511
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.27 112,138
3 Year Return 11.37 139,087
5 Year Return 11.13 170,784
10 Year Return 12.11 314,983
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.66 107,462
3 Year Return 12.89 144,681
5 Year Return 8.97 154,587
10 Year Return 11.88 307,853
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.09 112,130
3 Year Return 11.13 138,209
5 Year Return 9.89 161,139
10 Year Return 11.54 299,271
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 13.67 113,279
3 Year Return 11.99 140,838
5 Year Return 10.19 162,721
10 Year Return 11.92 308,808

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 8.13 108,017
3 Year Return 10.65 136,050
5 Year Return 8.35 149,793
10 Year Return 11.45 295,567
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.09 112,130
3 Year Return 11.13 138,209
5 Year Return 9.89 161,139
10 Year Return 11.54 299,271
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.71 109,029
3 Year Return 9.32 131,673
5 Year Return 9.19 155,358
10 Year Return 13.37 350,393
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.32 106,300
3 Year Return 8.78 129,402
5 Year Return 8.56 151,088
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 3.46 103,393
3 Year Return 5.17 116,632
5 Year Return 5.29 129,517
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 9.71 109,029
3 Year Return 9.32 131,673
5 Year Return 9.19 155,358
10 Year Return 13.37 350,393
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 13.67 113,279
3 Year Return 11.99 140,838
5 Year Return 10.19 162,721
10 Year Return 11.92 308,808
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.4 107,476
3 Year Return 7.34 124,321
5 Year Return 7.24 142,318
10 Year Return 11.6 299,663
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.12 105,965
3 Year Return 7.25 123,703
5 Year Return 7.78 145,526
10 Year Return 8.89 234,436
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 3.46 103,393
3 Year Return 5.17 116,632
5 Year Return 5.29 129,517
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 9.17 109,211
3 Year Return 6.43 120,519
5 Year Return 8.39 149,554
10 Year Return 9.37 244,976
CategoryDebt: Dynamic Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -4.1 96,003
3 Year Return 1.34 104,008
5 Year Return 5.25 129,042
10 Year Return - -
CategoryDebt: Medium Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.7 106,696
3 Year Return 6.67 121,371
5 Year Return 7.71 144,904
10 Year Return - -
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.57 105,457
3 Year Return 5.45 117,531
5 Year Return 7.4 143,048
10 Year Return 9.23 242,098
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.56 109,457
3 Year Return 8.73 128,685
5 Year Return 8.86 153,034
10 Year Return 9.67 251,517

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