Aggressive Portfolio = Equity Funds 70% | Balanced Funds 30%
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | -2.8 | 98,181 |
| 3 Years | 20.36 | 175,325 |
| 5 Years | 13.08 | 184,529 |
| 10 Years | 20.36 | 634,635 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | -4.15 | 96,618 |
| 3 Years | 13.48 | 146,584 |
| 5 Years | 11.37 | 170,238 |
| 10 Years | 14.76 | 392,361 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | -2.64 | 98,639 |
| 3 Years | 21.05 | 178,286 |
| 5 Years | 17.4 | 222,182 |
| 10 Years | 18.95 | 561,750 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 1.68 | 102,052 |
| 3 Years | 23.92 | 190,871 |
| 5 Years | 14.81 | 198,062 |
| 10 Years | 17.66 | 503,646 |
Balanced Portfolio = Equity Funds 40% | Balanced Funds 50% | Equity Savings Fund 10%
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | -10.28 | 90,876 |
| 3 Years | 11.21 | 137,994 |
| 5 Years | 12.84 | 181,753 |
| 10 Years | 14.23 | 374,281 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 3.3 | 104,149 |
| 3 Years | 15.59 | 155,307 |
| 5 Years | 11.95 | 175,025 |
| 10 Years | 14.41 | 380,312 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 7.24 | 107,312 |
| 3 Years | 19.99 | 173,126 |
| 5 Years | 13.69 | 189,401 |
| 10 Years | 15.85 | 431,550 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 2.94 | 102,941 |
| 3 Years | 9.89 | 132,961 |
| 5 Years | 7.66 | 144,494 |
| 10 Years | 9.11 | 238,553 |
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 | 13.43 | 113,385 |
| 3 Years | 8.9 | 128,870 |
| 5 Years | 4.99 | 127,418 |
| 10 Years | 7.58 | 207,921 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | -0.42 | 99,626 |
| 3 Years | 4.51 | 113,774 |
| 5 Years | 5.68 | 131,691 |
| 10 Years | 7.41 | 204,005 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | -0.21 | 100,057 |
| 3 Years | 8.41 | 127,576 |
| 5 Years | 6.27 | 135,232 |
| 10 Years | 7.89 | 213,146 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 3.79 | 103,812 |
| 3 Years | 9.06 | 129,785 |
| 5 Years | 8.22 | 148,060 |
| 10 Years | 10.08 | 260,003 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 2.94 | 102,941 |
| 3 Years | 9.89 | 132,961 |
| 5 Years | 7.66 | 144,494 |
| 10 Years | 9.11 | 238,553 |
Tax Saving Portfolio = ELSS Funds 100%
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | -14.39 | 86,663 |
| 3 Years | 11.72 | 140,432 |
| 5 Years | 11.46 | 171,179 |
| 10 Years | 16.66 | 461,752 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | -9.63 | 91,013 |
| 3 Years | 14.06 | 148,734 |
| 5 Years | 11.42 | 170,955 |
| 10 Years | 15.24 | 408,797 |
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