Aggressive Portfolio = Equity Funds 70% | Balanced Funds 30%
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 31.79 | 134,013 |
| 3 Years | 22.85 | 187,850 |
| 5 Years | 19.24 | 237,675 |
| 10 Years | 23.52 | 816,279 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 23.37 | 125,430 |
| 3 Years | 17.88 | 164,872 |
| 5 Years | 16.99 | 216,369 |
| 10 Years | 16.51 | 454,910 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 35.89 | 138,647 |
| 3 Years | 26.57 | 202,942 |
| 5 Years | 22.75 | 277,349 |
| 10 Years | 22.26 | 736,469 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 59.94 | 162,920 |
| 3 Years | 22.09 | 183,618 |
| 5 Years | 20.8 | 255,215 |
| 10 Years | 19.72 | 595,171 |
Balanced Portfolio = Equity Funds 40% | Balanced Funds 50% | Equity Savings Fund 10%
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 18.47 | 120,757 |
| 3 Years | 19.72 | 172,382 |
| 5 Years | 19.64 | 241,514 |
| 10 Years | 16.75 | 464,357 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 27.97 | 131,271 |
| 3 Years | 15.2 | 154,298 |
| 5 Years | 15.32 | 201,489 |
| 10 Years | 16.06 | 435,691 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 40.22 | 142,438 |
| 3 Years | 20.61 | 177,018 |
| 5 Years | 15.68 | 205,772 |
| 10 Years | 17.29 | 488,448 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 15.99 | 116,907 |
| 3 Years | 10.74 | 136,354 |
| 5 Years | 9.4 | 155,529 |
| 10 Years | 9.74 | 252,796 |
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 | 10.87 | 110,860 |
| 3 Years | 4.18 | 115,203 |
| 5 Years | 4.16 | 122,376 |
| 10 Years | 7.49 | 206,059 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | -0.55 | 99,445 |
| 3 Years | 7.44 | 124,129 |
| 5 Years | 6.34 | 135,818 |
| 10 Years | 7.9 | 214,526 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 10.54 | 110,985 |
| 3 Years | 8.83 | 129,053 |
| 5 Years | 8.12 | 147,187 |
| 10 Years | 8.82 | 231,796 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 9.87 | 110,236 |
| 3 Years | 10.33 | 134,408 |
| 5 Years | 9.46 | 156,590 |
| 10 Years | 10.7 | 275,640 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 15.99 | 116,907 |
| 3 Years | 10.74 | 136,354 |
| 5 Years | 9.4 | 155,529 |
| 10 Years | 9.74 | 252,796 |
Tax Saving Portfolio = ELSS Funds 100%
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 20.99 | 122,772 |
| 3 Years | 20.66 | 176,300 |
| 5 Years | 18.62 | 231,295 |
| 10 Years | 20.0 | 611,469 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 28.66 | 130,373 |
| 3 Years | 20.34 | 175,999 |
| 5 Years | 17.79 | 223,540 |
| 10 Years | 18.06 | 519,499 |
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