Aggressive Portfolio = Equity Funds 70% | Balanced Funds 30%
| Category | Equity: Large and Mid Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -8.92 | 91,849 |
| 3 Year Return | 17.15 | 164,860 |
| 5 Year Return | 26.16 | 320,753 |
| 10 Year Return | 26.62 | 1,084,257 |
| Category | Equity: Large and Mid Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -2.81 | 98,314 |
| 3 Year Return | 15.65 | 157,057 |
| 5 Year Return | 16.27 | 212,197 |
| 10 Year Return | 16.72 | 480,030 |
| Category | Equity: Mid Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 3.47 | 103,845 |
| 3 Year Return | 15.37 | 156,388 |
| 5 Year Return | 20.96 | 259,375 |
| 10 Year Return | - | - |
| Category | Equity: Small Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -13.81 | 86,781 |
| 3 Year Return | 19.06 | 172,657 |
| 5 Year Return | 19.53 | 242,901 |
| 10 Year Return | 20.49 | 670,742 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -2.98 | 97,600 |
| 3 Year Return | 16.93 | 162,979 |
| 5 Year Return | 15.42 | 204,155 |
| 10 Year Return | 15.32 | 425,145 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 1.69 | 102,274 |
| 3 Year Return | 13.13 | 146,726 |
| 5 Year Return | 11.18 | 169,506 |
| 10 Year Return | 12.46 | 331,381 |
Balanced Portfolio = Equity Funds 40% | Balanced Funds 50% | Equity Savings Fund 10%
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 7.79 | 108,444 |
| 3 Year Return | 16.08 | 159,477 |
| 5 Year Return | 15.53 | 205,513 |
| 10 Year Return | - | - |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -3.49 | 97,320 |
| 3 Year Return | 15.27 | 157,144 |
| 5 Year Return | 17.06 | 219,286 |
| 10 Year Return | 16.61 | 479,359 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -5.45 | 95,091 |
| 3 Year Return | 13.04 | 146,800 |
| 5 Year Return | 14.83 | 199,283 |
| 10 Year Return | 16.59 | 473,615 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -2.98 | 97,600 |
| 3 Year Return | 16.93 | 162,979 |
| 5 Year Return | 15.42 | 204,155 |
| 10 Year Return | 15.32 | 425,145 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 1.69 | 102,274 |
| 3 Year Return | 13.13 | 146,726 |
| 5 Year Return | 11.18 | 169,506 |
| 10 Year Return | 12.46 | 331,381 |
| Category | Hybrid: Equity Savings | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 0.2 | 100,573 |
| 3 Year Return | 11.63 | 140,608 |
| 5 Year Return | 9.49 | 157,228 |
| 10 Year Return | 10.22 | 265,418 |
Low Risk Portfolio = Income Funds 40% | Hybrid Debt Funds (MIP) 20% | Equity Savings Fund 20% | Equity Dividend Yield: 20%
| Category | Debt: Dynamic Bond | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 3.0 | 103,012 |
| 3 Year Return | 7.18 | 123,385 |
| 5 Year Return | 8.41 | 149,613 |
| 10 Year Return | - | - |
| Category | Debt: Long Duration | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 6.85 | 106,857 |
| 3 Year Return | 8.95 | 129,565 |
| 5 Year Return | 9.43 | 156,785 |
| 10 Year Return | 7.44 | 206,325 |
| Category | Equity: Dividend Yield | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -6.04 | 95,001 |
| 3 Year Return | 18.25 | 168,665 |
| 5 Year Return | 16.07 | 210,796 |
| 10 Year Return | 16.22 | 459,741 |
| Category | Hybrid: Conservative | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 3.28 | 103,478 |
| 3 Year Return | 6.87 | 122,304 |
| 5 Year Return | 9.09 | 154,306 |
| 10 Year Return | - | - |
| Category | Hybrid: Conservative | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 5.62 | 105,944 |
| 3 Year Return | 10.59 | 136,930 |
| 5 Year Return | 11.71 | 173,726 |
| 10 Year Return | 11.04 | 288,219 |
| Category | Hybrid: Equity Savings | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 0.2 | 100,573 |
| 3 Year Return | 11.63 | 140,608 |
| 5 Year Return | 9.49 | 157,228 |
| 10 Year Return | 10.22 | 265,418 |
Tax Saving Portfolio = ELSS Funds 100%
| Category | Equity: ELSS | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 0.43 | 100,914 |
| 3 Year Return | 13.46 | 148,623 |
| 5 Year Return | 19.28 | 241,043 |
| 10 Year Return | - | - |
| Category | Equity: ELSS | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -3.11 | 97,922 |
| 3 Year Return | 14.5 | 152,591 |
| 5 Year Return | 17.82 | 226,756 |
| 10 Year Return | 19.28 | 597,970 |