Aggressive Portfolio = Equity Funds 70% | Balanced Funds 30%
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 67.72 | 171,235 |
| 3 Years | 26.27 | 201,762 |
| 5 Years | 19.07 | 240,313 |
| 10 Years | 23.06 | 801,306 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 51.66 | 155,210 |
| 3 Years | 20.24 | 174,865 |
| 5 Years | 16.84 | 220,723 |
| 10 Years | 16.45 | 460,687 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 70.15 | 174,702 |
| 3 Years | 29.74 | 220,748 |
| 5 Years | 21.56 | 270,310 |
| 10 Years | 21.94 | 739,394 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 101.35 | 205,969 |
| 3 Years | 23.57 | 188,040 |
| 5 Years | 19.96 | 250,637 |
| 10 Years | 19.3 | 582,504 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 47.53 | 150,918 |
| 3 Years | 16.61 | 159,320 |
| 5 Years | 14.59 | 199,778 |
| 10 Years | 15.27 | 414,890 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 45.89 | 148,861 |
| 3 Years | 17.93 | 164,464 |
| 5 Years | 13.72 | 191,723 |
| 10 Years | 11.94 | 308,827 |
Balanced Portfolio = Equity Funds 40% | Balanced Funds 50% | Equity Savings Fund 10%
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 50.82 | 155,358 |
| 3 Years | 23.8 | 192,006 |
| 5 Years | 19.03 | 244,145 |
| 10 Years | 17.11 | 487,078 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 69.65 | 175,397 |
| 3 Years | 18.63 | 168,023 |
| 5 Years | 15.38 | 205,931 |
| 10 Years | 16.13 | 449,226 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 76.56 | 181,440 |
| 3 Years | 21.3 | 179,166 |
| 5 Years | 16.02 | 211,968 |
| 10 Years | 17.16 | 487,836 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 47.53 | 150,918 |
| 3 Years | 16.61 | 159,320 |
| 5 Years | 14.59 | 199,778 |
| 10 Years | 15.27 | 414,890 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 45.89 | 148,861 |
| 3 Years | 17.93 | 164,464 |
| 5 Years | 13.72 | 191,723 |
| 10 Years | 11.94 | 308,827 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 30.31 | 132,054 |
| 3 Years | 11.49 | 139,089 |
| 5 Years | 9.84 | 160,457 |
| 10 Years | 10.0 | 260,395 |
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 | 11.24 | 111,597 |
| 3 Years | 4.76 | 115,176 |
| 5 Years | 4.95 | 127,957 |
| 10 Years | 7.84 | 213,489 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 1.08 | 101,044 |
| 3 Years | 9.41 | 130,475 |
| 5 Years | 7.07 | 140,987 |
| 10 Years | 8.47 | 225,444 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 58.08 | 161,882 |
| 3 Years | 21.03 | 177,313 |
| 5 Years | 17.27 | 223,420 |
| 10 Years | 15.5 | 421,277 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 17.42 | 118,037 |
| 3 Years | 9.64 | 131,930 |
| 5 Years | 7.69 | 145,552 |
| 10 Years | 8.91 | 235,280 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 14.52 | 115,009 |
| 3 Years | 11.25 | 137,680 |
| 5 Years | 9.53 | 158,098 |
| 10 Years | 10.84 | 279,659 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 30.31 | 132,054 |
| 3 Years | 11.49 | 139,089 |
| 5 Years | 9.84 | 160,457 |
| 10 Years | 10.0 | 260,395 |
Tax Saving Portfolio = ELSS Funds 100%
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 65.83 | 169,913 |
| 3 Years | 25.03 | 197,016 |
| 5 Years | 18.94 | 242,902 |
| 10 Years | 20.51 | 650,024 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 57.68 | 161,590 |
| 3 Years | 22.14 | 182,505 |
| 5 Years | 17.21 | 224,054 |
| 10 Years | 17.84 | 519,403 |
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