Aggressive Portfolio = Equity Funds 70% | Balanced Funds 30%
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 37.42 | 134,926 |
3 Years | 19.33 | 165,193 |
5 Years | 18.19 | 230,825 |
10 Years | 21.01 | 679,138 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 52.12 | 148,891 |
3 Years | 22.57 | 179,630 |
5 Years | 18.13 | 230,006 |
10 Years | 17.03 | 485,900 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 43.0 | 139,961 |
3 Years | 20.05 | 169,506 |
5 Years | 21.13 | 260,332 |
10 Years | 19.64 | 600,191 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 52.64 | 149,323 |
3 Years | 32.6 | 228,409 |
5 Years | 23.56 | 291,310 |
10 Years | 21.24 | 691,116 |
Balanced Portfolio = Equity Funds 40% | Balanced Funds 50% | Equity Savings Fund 10%
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 28.69 | 126,569 |
3 Years | 12.61 | 138,128 |
5 Years | 13.66 | 189,128 |
10 Years | 13.97 | 372,690 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 43.65 | 140,561 |
3 Years | 26.18 | 195,947 |
5 Years | 17.58 | 225,104 |
10 Years | 17.07 | 488,554 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 41.1 | 138,863 |
3 Years | 26.48 | 197,658 |
5 Years | 20.54 | 254,739 |
10 Years | 17.71 | 511,035 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 18.27 | 117,404 |
3 Years | 12.27 | 140,254 |
5 Years | 10.38 | 163,810 |
10 Years | 9.92 | 258,170 |
Low Risk Portfolio = Income Funds 40% | Hybrid Debt Funds (MIP) 20% | Equity Savings Fund 20% | Equity Dividend Yield: 20%
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 6.17 | 106,070 |
3 Years | 9.84 | 132,537 |
5 Years | 6.3 | 139,592 |
10 Years | 7.24 | 200,655 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 6.58 | 106,446 |
3 Years | 4.16 | 112,878 |
5 Years | 6.51 | 136,931 |
10 Years | 7.91 | 213,531 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 8.74 | 108,118 |
3 Years | 6.37 | 119,284 |
5 Years | 6.67 | 137,948 |
10 Years | 7.72 | 210,938 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 14.56 | 114,036 |
3 Years | 9.61 | 130,915 |
5 Years | 9.62 | 158,186 |
10 Years | 10.44 | 269,611 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 18.27 | 117,404 |
3 Years | 12.27 | 140,254 |
5 Years | 10.38 | 163,810 |
10 Years | 9.92 | 258,170 |
Tax Saving Portfolio = ELSS Funds 100%
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 34.91 | 131,780 |
3 Years | 12.29 | 137,079 |
5 Years | 14.02 | 192,172 |
10 Years | 15.97 | 440,721 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 43.59 | 140,555 |
3 Years | 17.91 | 159,785 |
5 Years | 16.67 | 215,829 |
10 Years | 16.77 | 474,525 |
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