Aggressive Portfolio = Equity Funds 70% | Balanced Funds 30%
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 36.32 | 135,829 |
3 Years | 19.09 | 168,826 |
5 Years | 18.05 | 229,295 |
10 Years | 20.81 | 658,661 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 49.35 | 148,765 |
3 Years | 21.7 | 180,576 |
5 Years | 17.59 | 225,096 |
10 Years | 16.64 | 466,524 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 40.55 | 140,255 |
3 Years | 19.72 | 170,890 |
5 Years | 20.78 | 256,027 |
10 Years | 19.4 | 587,413 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 51.24 | 150,637 |
3 Years | 32.11 | 230,605 |
5 Years | 23.08 | 282,901 |
10 Years | 21.05 | 670,932 |
Balanced Portfolio = Equity Funds 40% | Balanced Funds 50% | Equity Savings Fund 10%
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 30.49 | 129,870 |
3 Years | 13.0 | 145,007 |
5 Years | 14.12 | 193,907 |
10 Years | 14.0 | 368,868 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 44.39 | 143,404 |
3 Years | 26.21 | 201,213 |
5 Years | 17.65 | 225,832 |
10 Years | 16.95 | 476,875 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 40.96 | 140,427 |
3 Years | 26.34 | 202,076 |
5 Years | 20.46 | 253,726 |
10 Years | 17.64 | 504,964 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 18.54 | 118,172 |
3 Years | 12.18 | 141,435 |
5 Years | 10.41 | 164,227 |
10 Years | 9.88 | 256,506 |
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 | 6.37 | 106,229 |
3 Years | 9.86 | 132,574 |
5 Years | 6.33 | 135,856 |
10 Years | 7.24 | 201,020 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 6.95 | 106,540 |
3 Years | 4.24 | 113,081 |
5 Years | 6.58 | 137,369 |
10 Years | 7.92 | 214,155 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 9.39 | 109,205 |
3 Years | 6.54 | 121,005 |
5 Years | 6.79 | 138,904 |
10 Years | 7.75 | 210,496 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 14.65 | 114,520 |
3 Years | 9.61 | 131,748 |
5 Years | 9.55 | 157,982 |
10 Years | 10.42 | 268,787 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 18.54 | 118,172 |
3 Years | 12.18 | 141,435 |
5 Years | 10.41 | 164,227 |
10 Years | 9.88 | 256,506 |
Tax Saving Portfolio = ELSS Funds 100%
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 35.4 | 135,242 |
3 Years | 12.57 | 142,513 |
5 Years | 14.28 | 195,040 |
10 Years | 15.98 | 436,596 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 42.66 | 142,022 |
3 Years | 17.75 | 163,295 |
5 Years | 16.52 | 214,967 |
10 Years | 16.5 | 461,391 |
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