Aggressive Portfolio = Equity Funds 70% | Balanced Funds 30%
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 58.23 | 160,382 |
| 3 Years | 17.16 | 157,993 |
| 5 Years | 17.93 | 227,714 |
| 10 Years | 20.06 | 624,645 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 47.6 | 149,156 |
| 3 Years | 13.78 | 146,461 |
| 5 Years | 15.4 | 202,871 |
| 10 Years | 14.22 | 379,877 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 61.23 | 163,658 |
| 3 Years | 21.06 | 176,763 |
| 5 Years | 19.48 | 243,083 |
| 10 Years | 19.19 | 584,123 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 109.47 | 211,212 |
| 3 Years | 17.74 | 158,475 |
| 5 Years | 19.25 | 239,826 |
| 10 Years | 16.82 | 478,176 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 37.06 | 138,054 |
| 3 Years | 11.12 | 135,416 |
| 5 Years | 13.42 | 187,448 |
| 10 Years | 12.93 | 341,216 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 37.07 | 138,212 |
| 3 Years | 12.59 | 141,985 |
| 5 Years | 12.63 | 180,662 |
| 10 Years | 10.02 | 262,880 |
Balanced Portfolio = Equity Funds 40% | Balanced Funds 50% | Equity Savings Fund 10%
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 39.8 | 140,962 |
| 3 Years | 14.38 | 149,648 |
| 5 Years | 16.31 | 211,864 |
| 10 Years | 14.49 | 388,838 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 48.66 | 151,250 |
| 3 Years | 11.81 | 136,544 |
| 5 Years | 12.76 | 180,990 |
| 10 Years | 13.05 | 344,197 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 48.34 | 151,028 |
| 3 Years | 15.23 | 151,160 |
| 5 Years | 13.71 | 188,968 |
| 10 Years | 14.55 | 390,941 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 37.06 | 138,054 |
| 3 Years | 11.12 | 135,416 |
| 5 Years | 13.42 | 187,448 |
| 10 Years | 12.93 | 341,216 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 37.07 | 138,212 |
| 3 Years | 12.59 | 141,985 |
| 5 Years | 12.63 | 180,662 |
| 10 Years | 10.02 | 262,880 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 26.13 | 127,155 |
| 3 Years | 9.75 | 131,428 |
| 5 Years | 9.89 | 159,683 |
| 10 Years | 9.55 | 248,911 |
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 | 1.62 | 101,556 |
| 3 Years | 1.74 | 105,254 |
| 5 Years | 3.83 | 120,502 |
| 10 Years | 6.91 | 195,404 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 0.68 | 100,767 |
| 3 Years | 9.21 | 129,897 |
| 5 Years | 7.85 | 145,659 |
| 10 Years | 8.43 | 225,016 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 50.36 | 150,667 |
| 3 Years | 15.31 | 151,608 |
| 5 Years | 16.49 | 213,935 |
| 10 Years | 13.15 | 346,476 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 14.89 | 115,299 |
| 3 Years | 7.23 | 122,809 |
| 5 Years | 7.2 | 141,449 |
| 10 Years | 8.28 | 222,136 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 12.53 | 112,865 |
| 3 Years | 9.34 | 130,339 |
| 5 Years | 9.29 | 155,560 |
| 10 Years | 10.16 | 263,573 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 26.13 | 127,155 |
| 3 Years | 9.75 | 131,428 |
| 5 Years | 9.89 | 159,683 |
| 10 Years | 9.55 | 248,911 |
Tax Saving Portfolio = ELSS Funds 100%
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 51.16 | 154,081 |
| 3 Years | 14.89 | 151,243 |
| 5 Years | 15.95 | 208,516 |
| 10 Years | 18.02 | 526,400 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 49.91 | 151,262 |
| 3 Years | 14.93 | 150,262 |
| 5 Years | 15.56 | 204,795 |
| 10 Years | 15.49 | 425,014 |
Would you like to continue with some arbitrary task?