Aggressive Portfolio = Equity Funds 70% | Balanced Funds 30%
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 38.26 | 138,668 |
3 Years | 18.02 | 162,133 |
5 Years | 17.72 | 223,568 |
10 Years | 21.27 | 673,284 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 52.9 | 153,153 |
3 Years | 20.69 | 172,446 |
5 Years | 17.29 | 219,825 |
10 Years | 16.7 | 465,615 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 43.82 | 143,820 |
3 Years | 18.93 | 165,883 |
5 Years | 20.17 | 249,489 |
10 Years | 19.77 | 598,343 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 50.54 | 150,901 |
3 Years | 31.4 | 222,739 |
5 Years | 21.69 | 264,616 |
10 Years | 20.69 | 649,662 |
Balanced Portfolio = Equity Funds 40% | Balanced Funds 50% | Equity Savings Fund 10%
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 32.87 | 133,038 |
3 Years | 12.19 | 138,383 |
5 Years | 14.15 | 191,977 |
10 Years | 14.24 | 374,256 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 46.78 | 146,978 |
3 Years | 24.65 | 190,251 |
5 Years | 17.4 | 219,983 |
10 Years | 17.1 | 479,150 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 42.2 | 142,777 |
3 Years | 25.82 | 196,774 |
5 Years | 20.32 | 250,632 |
10 Years | 17.7 | 506,381 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 19.45 | 119,595 |
3 Years | 11.93 | 139,150 |
5 Years | 10.27 | 162,548 |
10 Years | 10.01 | 258,404 |
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 | 7.36 | 107,407 |
3 Years | 10.07 | 133,397 |
5 Years | 6.32 | 135,695 |
10 Years | 7.37 | 203,486 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 8.37 | 108,325 |
3 Years | 4.47 | 114,059 |
5 Years | 6.47 | 136,500 |
10 Years | 8.0 | 215,641 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 10.78 | 110,886 |
3 Years | 6.52 | 120,307 |
5 Years | 6.81 | 138,758 |
10 Years | 7.79 | 211,135 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 14.98 | 115,062 |
3 Years | 9.42 | 130,608 |
5 Years | 9.5 | 156,983 |
10 Years | 10.45 | 269,080 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 19.45 | 119,595 |
3 Years | 11.93 | 139,150 |
5 Years | 10.27 | 162,548 |
10 Years | 10.01 | 258,404 |
Tax Saving Portfolio = ELSS Funds 100%
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 41.28 | 141,336 |
3 Years | 11.72 | 137,825 |
5 Years | 14.27 | 193,344 |
10 Years | 16.07 | 440,938 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 43.94 | 144,004 |
3 Years | 16.6 | 155,600 |
5 Years | 15.77 | 205,925 |
10 Years | 16.59 | 458,667 |
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