Aggressive Portfolio = Equity Funds 70% | Balanced Funds 30%
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | -5.6 | 94,806 |
| 3 Years | 12.41 | 140,685 |
| 5 Years | 11.05 | 168,656 |
| 10 Years | 14.62 | 393,688 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 3.28 | 103,583 |
| 3 Years | 22.01 | 180,263 |
| 5 Years | 16.66 | 215,435 |
| 10 Years | 15.88 | 440,026 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 3.5 | 103,638 |
| 3 Years | 16.89 | 157,524 |
| 5 Years | 14.02 | 192,463 |
| 10 Years | 16.64 | 468,869 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | -2.57 | 97,855 |
| 3 Years | 13.55 | 145,744 |
| 5 Years | 15.9 | 208,766 |
| 10 Years | 17.32 | 496,879 |
Balanced Portfolio = Equity Funds 40% | Balanced Funds 50% | Equity Savings Fund 10%
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | -3.86 | 96,783 |
| 3 Years | 8.95 | 128,517 |
| 5 Years | 6.63 | 137,333 |
| 10 Years | 11.47 | 299,115 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | -2.66 | 98,019 |
| 3 Years | 13.44 | 144,922 |
| 5 Years | 14.51 | 196,911 |
| 10 Years | 14.18 | 379,887 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 1.87 | 102,286 |
| 3 Years | 15.67 | 154,258 |
| 5 Years | 15.94 | 209,663 |
| 10 Years | 15.37 | 421,386 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 1.77 | 101,991 |
| 3 Years | 8.43 | 127,223 |
| 5 Years | 7.93 | 146,500 |
| 10 Years | 9.27 | 244,083 |
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 | 3.51 | 103,612 |
| 3 Years | 6.45 | 120,657 |
| 5 Years | 8.63 | 151,346 |
| 10 Years | 6.53 | 188,502 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 0.47 | 100,611 |
| 3 Years | 5.7 | 118,004 |
| 5 Years | 4.69 | 125,772 |
| 10 Years | 6.71 | 191,753 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 0.76 | 100,932 |
| 3 Years | 5.92 | 118,652 |
| 5 Years | 5.45 | 130,244 |
| 10 Years | 6.4 | 186,424 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 3.79 | 103,832 |
| 3 Years | 9.12 | 129,736 |
| 5 Years | 8.28 | 148,771 |
| 10 Years | 9.13 | 240,289 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 1.77 | 101,991 |
| 3 Years | 8.43 | 127,223 |
| 5 Years | 7.93 | 146,500 |
| 10 Years | 9.27 | 244,083 |
Tax Saving Portfolio = ELSS Funds 100%
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | -2.9 | 97,607 |
| 3 Years | 9.94 | 132,007 |
| 5 Years | 6.97 | 139,741 |
| 10 Years | 11.57 | 300,834 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | -6.39 | 93,986 |
| 3 Years | 12.26 | 140,316 |
| 5 Years | 9.55 | 157,763 |
| 10 Years | 12.61 | 330,778 |
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