Aggressive Portfolio = Equity Funds 70% | Balanced Funds 30%
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 33.3 | 133,399 |
3 Years | 15.59 | 159,158 |
5 Years | 16.95 | 219,093 |
10 Years | 21.47 | 691,868 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 47.16 | 147,073 |
3 Years | 18.08 | 169,324 |
5 Years | 16.51 | 214,547 |
10 Years | 16.52 | 459,105 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 37.64 | 138,440 |
3 Years | 16.53 | 162,967 |
5 Years | 19.52 | 245,203 |
10 Years | 20.0 | 611,724 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 44.02 | 145,527 |
3 Years | 28.96 | 220,078 |
5 Years | 21.17 | 262,086 |
10 Years | 20.63 | 649,591 |
Balanced Portfolio = Equity Funds 40% | Balanced Funds 50% | Equity Savings Fund 10%
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 29.97 | 129,646 |
3 Years | 10.25 | 137,129 |
5 Years | 13.61 | 188,897 |
10 Years | 14.26 | 377,523 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 43.34 | 143,335 |
3 Years | 22.14 | 188,563 |
5 Years | 16.94 | 217,863 |
10 Years | 17.14 | 482,557 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 39.16 | 139,456 |
3 Years | 23.76 | 194,360 |
5 Years | 19.98 | 248,588 |
10 Years | 17.85 | 512,823 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 18.77 | 118,780 |
3 Years | 11.13 | 139,151 |
5 Years | 10.26 | 162,755 |
10 Years | 10.09 | 260,894 |
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 | 7.63 | 107,462 |
3 Years | 10.24 | 133,930 |
5 Years | 6.46 | 136,473 |
10 Years | 7.44 | 204,699 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 9.04 | 108,755 |
3 Years | 5.07 | 115,863 |
5 Years | 6.73 | 138,112 |
10 Years | 8.08 | 217,209 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 10.32 | 110,241 |
3 Years | 6.27 | 120,777 |
5 Years | 6.74 | 138,518 |
10 Years | 7.87 | 212,891 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 14.57 | 114,324 |
3 Years | 9.04 | 130,171 |
5 Years | 9.37 | 156,295 |
10 Years | 10.52 | 270,832 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 18.77 | 118,780 |
3 Years | 11.13 | 139,151 |
5 Years | 10.26 | 162,755 |
10 Years | 10.09 | 260,894 |
Tax Saving Portfolio = ELSS Funds 100%
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 34.76 | 134,931 |
3 Years | 8.99 | 132,803 |
5 Years | 13.14 | 186,053 |
10 Years | 15.9 | 434,487 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 40.46 | 140,821 |
3 Years | 14.43 | 154,612 |
5 Years | 15.4 | 204,092 |
10 Years | 16.73 | 466,350 |
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