Aggressive Portfolio = Equity Funds 70% | Balanced Funds 30%
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 33.53 | 133,793 |
3 Years | 18.22 | 167,549 |
5 Years | 17.45 | 226,002 |
10 Years | 20.77 | 652,810 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 47.34 | 147,685 |
3 Years | 20.99 | 179,541 |
5 Years | 17.07 | 223,068 |
10 Years | 16.64 | 464,565 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 39.81 | 140,173 |
3 Years | 19.24 | 171,352 |
5 Years | 20.52 | 256,718 |
10 Years | 19.42 | 587,087 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 50.31 | 150,493 |
3 Years | 31.36 | 230,223 |
5 Years | 22.66 | 280,660 |
10 Years | 21.08 | 672,319 |
Balanced Portfolio = Equity Funds 40% | Balanced Funds 50% | Equity Savings Fund 10%
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 27.92 | 128,282 |
3 Years | 11.8 | 142,058 |
5 Years | 13.53 | 190,382 |
10 Years | 13.89 | 364,770 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 41.83 | 142,097 |
3 Years | 25.03 | 199,175 |
5 Years | 16.92 | 221,618 |
10 Years | 16.88 | 471,756 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 39.04 | 139,396 |
3 Years | 25.41 | 200,524 |
5 Years | 20.06 | 251,165 |
10 Years | 17.59 | 502,629 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 18.08 | 118,161 |
3 Years | 11.99 | 141,330 |
5 Years | 10.22 | 163,432 |
10 Years | 9.87 | 255,527 |
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 | 6.46 | 106,422 |
3 Years | 9.93 | 132,759 |
5 Years | 6.31 | 135,914 |
10 Years | 7.28 | 201,441 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 7.55 | 107,565 |
3 Years | 4.4 | 113,711 |
5 Years | 6.54 | 137,711 |
10 Years | 8.02 | 215,040 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 9.04 | 109,098 |
3 Years | 6.38 | 120,855 |
5 Years | 6.68 | 138,496 |
10 Years | 7.75 | 210,682 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 14.35 | 114,417 |
3 Years | 9.48 | 131,547 |
5 Years | 9.44 | 157,391 |
10 Years | 10.44 | 269,009 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 18.08 | 118,161 |
3 Years | 11.99 | 141,330 |
5 Years | 10.22 | 163,432 |
10 Years | 9.87 | 255,527 |
Tax Saving Portfolio = ELSS Funds 100%
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 33.83 | 134,187 |
3 Years | 11.71 | 142,144 |
5 Years | 13.85 | 193,317 |
10 Years | 16.03 | 438,801 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 41.35 | 141,914 |
3 Years | 17.32 | 163,558 |
5 Years | 16.05 | 213,801 |
10 Years | 16.56 | 459,539 |
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