Aggressive Portfolio = Equity Funds 70% | Balanced Funds 30%
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 35.48 | 134,813 |
3 Years | 17.81 | 164,761 |
5 Years | 22.02 | 272,198 |
10 Years | 18.51 | 543,603 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 50.14 | 149,856 |
3 Years | 21.59 | 181,270 |
5 Years | 21.87 | 270,024 |
10 Years | 16.71 | 467,301 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 42.12 | 142,343 |
3 Years | 19.81 | 173,033 |
5 Years | 24.91 | 306,819 |
10 Years | 18.16 | 532,113 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 36.45 | 136,404 |
3 Years | 24.36 | 195,225 |
5 Years | 27.22 | 337,322 |
10 Years | 20.21 | 628,173 |
Balanced Portfolio = Equity Funds 40% | Balanced Funds 50% | Equity Savings Fund 10%
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 25.29 | 124,815 |
3 Years | 11.98 | 140,845 |
5 Years | 15.23 | 205,432 |
10 Years | 13.2 | 347,059 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 36.39 | 135,528 |
3 Years | 24.96 | 197,856 |
5 Years | 20.51 | 254,303 |
10 Years | 15.89 | 437,237 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 37.17 | 136,492 |
3 Years | 24.51 | 195,727 |
5 Years | 22.37 | 273,383 |
10 Years | 16.6 | 465,537 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 17.12 | 116,793 |
3 Years | 10.87 | 136,872 |
5 Years | 11.28 | 170,672 |
10 Years | 9.66 | 251,982 |
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 | 7.07 | 107,060 |
3 Years | 10.55 | 135,021 |
5 Years | 7.59 | 144,440 |
10 Years | 7.12 | 198,712 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 7.61 | 107,658 |
3 Years | 5.15 | 115,979 |
5 Years | 5.21 | 129,299 |
10 Years | 7.74 | 210,351 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 9.36 | 109,298 |
3 Years | 6.48 | 120,891 |
5 Years | 8.69 | 152,049 |
10 Years | 7.43 | 204,550 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 13.8 | 113,586 |
3 Years | 10.01 | 133,531 |
5 Years | 10.06 | 161,659 |
10 Years | 10.0 | 259,336 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 17.12 | 116,793 |
3 Years | 10.87 | 136,872 |
5 Years | 11.28 | 170,672 |
10 Years | 9.66 | 251,982 |
Tax Saving Portfolio = ELSS Funds 100%
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 27.31 | 127,588 |
3 Years | 10.83 | 136,471 |
5 Years | 15.61 | 209,028 |
10 Years | 14.44 | 385,098 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 37.86 | 137,608 |
3 Years | 16.76 | 160,444 |
5 Years | 19.96 | 249,969 |
10 Years | 15.82 | 433,523 |
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