Aggressive Portfolio = Equity Funds 70% | Balanced Funds 30%
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 37.59 | 137,235 |
3 Years | 19.57 | 169,683 |
5 Years | 18.26 | 230,335 |
10 Years | 20.99 | 673,782 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 52.26 | 151,733 |
3 Years | 22.75 | 183,665 |
5 Years | 18.15 | 229,420 |
10 Years | 17.0 | 481,684 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 42.91 | 142,911 |
3 Years | 20.26 | 172,918 |
5 Years | 21.04 | 260,599 |
10 Years | 19.63 | 596,008 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 52.83 | 152,580 |
3 Years | 32.88 | 233,053 |
5 Years | 23.57 | 287,888 |
10 Years | 21.23 | 686,218 |
Balanced Portfolio = Equity Funds 40% | Balanced Funds 50% | Equity Savings Fund 10%
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 30.16 | 129,946 |
3 Years | 13.35 | 144,191 |
5 Years | 14.06 | 191,568 |
10 Years | 14.09 | 373,252 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 45.02 | 144,379 |
3 Years | 26.82 | 201,912 |
5 Years | 17.94 | 225,845 |
10 Years | 17.13 | 486,664 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 41.91 | 141,667 |
3 Years | 26.96 | 203,153 |
5 Years | 20.73 | 255,480 |
10 Years | 17.76 | 512,787 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 18.68 | 118,485 |
3 Years | 12.44 | 141,761 |
5 Years | 10.53 | 164,162 |
10 Years | 9.94 | 257,921 |
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 | 6.14 | 106,104 |
3 Years | 9.86 | 132,444 |
5 Years | 6.31 | 135,609 |
10 Years | 7.23 | 200,821 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 6.5 | 106,534 |
3 Years | 4.21 | 112,951 |
5 Years | 6.54 | 137,022 |
10 Years | 7.91 | 213,881 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 9.06 | 109,000 |
3 Years | 6.55 | 120,643 |
5 Years | 6.75 | 138,459 |
10 Years | 7.75 | 210,920 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 14.69 | 114,629 |
3 Years | 9.73 | 131,764 |
5 Years | 9.63 | 158,352 |
10 Years | 10.44 | 269,803 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 18.68 | 118,485 |
3 Years | 12.44 | 141,761 |
5 Years | 10.53 | 164,162 |
10 Years | 9.94 | 257,921 |
Tax Saving Portfolio = ELSS Funds 100%
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 35.94 | 135,934 |
3 Years | 12.79 | 142,662 |
5 Years | 14.27 | 194,153 |
10 Years | 16.06 | 441,839 |
Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
---|---|---|
1 Year | 44.17 | 143,507 |
3 Years | 18.37 | 163,818 |
5 Years | 16.8 | 216,008 |
10 Years | 16.77 | 471,821 |
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