Aggressive Portfolio = Equity Funds 70% | Balanced Funds 30%
| Category | Equity: Large and Mid Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -6.99 | 91,958 |
| 3 Year Return | 11.95 | 143,636 |
| 5 Year Return | 26.62 | 325,705 |
| 10 Year Return | 27.0 | 1,084,731 |
| Category | Equity: Large and Mid Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -0.16 | 98,599 |
| 3 Year Return | 12.59 | 144,106 |
| 5 Year Return | 16.32 | 210,086 |
| 10 Year Return | 17.52 | 487,077 |
| Category | Equity: Mid Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 2.17 | 101,436 |
| 3 Year Return | 10.95 | 139,433 |
| 5 Year Return | 20.17 | 251,185 |
| 10 Year Return | - | - |
| Category | Equity: Small Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -5.57 | 93,892 |
| 3 Year Return | 15.5 | 156,964 |
| 5 Year Return | 20.22 | 248,149 |
| 10 Year Return | 21.45 | 660,800 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -1.41 | 97,984 |
| 3 Year Return | 13.67 | 148,612 |
| 5 Year Return | 15.57 | 205,079 |
| 10 Year Return | 15.94 | 423,681 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 3.78 | 102,986 |
| 3 Year Return | 11.07 | 138,417 |
| 5 Year Return | 10.53 | 163,854 |
| 10 Year Return | 13.03 | 323,878 |
Balanced Portfolio = Equity Funds 40% | Balanced Funds 50% | Equity Savings Fund 10%
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 8.94 | 107,491 |
| 3 Year Return | 12.93 | 145,529 |
| 5 Year Return | 14.66 | 196,684 |
| 10 Year Return | - | - |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -0.48 | 98,299 |
| 3 Year Return | 11.37 | 140,037 |
| 5 Year Return | 17.17 | 218,333 |
| 10 Year Return | 17.83 | 485,776 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -2.61 | 96,284 |
| 3 Year Return | 10.87 | 137,823 |
| 5 Year Return | 15.51 | 203,894 |
| 10 Year Return | 17.64 | 484,048 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -1.41 | 97,984 |
| 3 Year Return | 13.67 | 148,612 |
| 5 Year Return | 15.57 | 205,079 |
| 10 Year Return | 15.94 | 423,681 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 3.78 | 102,986 |
| 3 Year Return | 11.07 | 138,417 |
| 5 Year Return | 10.53 | 163,854 |
| 10 Year Return | 13.03 | 323,878 |
| Category | Hybrid: Equity Savings | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 0.94 | 100,715 |
| 3 Year Return | 9.97 | 133,541 |
| 5 Year Return | 9.64 | 158,164 |
| 10 Year Return | 10.49 | 269,959 |
Low Risk Portfolio = Income Funds 40% | Hybrid Debt Funds (MIP) 20% | Equity Savings Fund 20% | Equity Dividend Yield: 20%
| Category | Debt: Dynamic Bond | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 3.14 | 103,461 |
| 3 Year Return | 7.74 | 125,199 |
| 5 Year Return | 8.98 | 153,841 |
| 10 Year Return | - | - |
| Category | Debt: Long Duration | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 5.03 | 105,286 |
| 3 Year Return | 8.25 | 127,214 |
| 5 Year Return | 9.5 | 157,673 |
| 10 Year Return | 7.82 | 208,781 |
| Category | Equity: Dividend Yield | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -1.89 | 96,317 |
| 3 Year Return | 14.09 | 150,977 |
| 5 Year Return | 16.04 | 208,504 |
| 10 Year Return | 17.2 | 481,132 |
| Category | Hybrid: Conservative | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 3.5 | 102,895 |
| 3 Year Return | 6.33 | 120,512 |
| 5 Year Return | 8.94 | 153,075 |
| 10 Year Return | - | - |
| Category | Hybrid: Conservative | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 4.3 | 104,189 |
| 3 Year Return | 9.34 | 131,163 |
| 5 Year Return | 11.35 | 171,139 |
| 10 Year Return | 11.49 | 290,471 |
| Category | Hybrid: Equity Savings | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 0.94 | 100,715 |
| 3 Year Return | 9.97 | 133,541 |
| 5 Year Return | 9.64 | 158,164 |
| 10 Year Return | 10.49 | 269,959 |
Tax Saving Portfolio = ELSS Funds 100%
| Category | Equity: ELSS | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 4.7 | 102,993 |
| 3 Year Return | 12.02 | 142,019 |
| 5 Year Return | 19.95 | 246,604 |
| 10 Year Return | - | - |
| Category | Equity: ELSS | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 0.69 | 99,566 |
| 3 Year Return | 11.68 | 141,195 |
| 5 Year Return | 18.23 | 229,149 |
| 10 Year Return | 20.67 | 634,079 |