Aggressive Portfolio = Equity Funds 70% | Balanced Funds 30%
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 3.6 | 101,967 |
| 3 Years | 16.14 | 156,628 |
| 5 Years | 21.24 | 259,818 |
| 10 Years | 14.51 | 389,066 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 12.2 | 110,665 |
| 3 Years | 24.5 | 193,297 |
| 5 Years | 24.02 | 292,453 |
| 10 Years | 15.03 | 407,727 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 3.41 | 101,974 |
| 3 Years | 17.97 | 164,704 |
| 5 Years | 22.31 | 272,139 |
| 10 Years | 14.79 | 398,493 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 2.46 | 101,604 |
| 3 Years | 24.11 | 192,336 |
| 5 Years | 31.49 | 391,014 |
| 10 Years | 17.54 | 504,466 |
Balanced Portfolio = Equity Funds 40% | Balanced Funds 50% | Equity Savings Fund 10%
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 1.01 | 100,306 |
| 3 Years | 10.24 | 134,364 |
| 5 Years | 13.95 | 191,383 |
| 10 Years | 11.34 | 293,784 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 2.32 | 101,753 |
| 3 Years | 19.07 | 168,848 |
| 5 Years | 24.26 | 292,865 |
| 10 Years | 13.38 | 352,544 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 4.69 | 103,980 |
| 3 Years | 18.89 | 167,811 |
| 5 Years | 24.64 | 297,761 |
| 10 Years | 14.97 | 405,713 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 3.58 | 103,216 |
| 3 Years | 10.17 | 133,513 |
| 5 Years | 12.36 | 177,896 |
| 10 Years | 9.44 | 246,463 |
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 | 7.76 | 107,704 |
| 3 Years | 7.27 | 123,320 |
| 5 Years | 8.31 | 149,133 |
| 10 Years | 6.88 | 194,336 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 8.01 | 107,973 |
| 3 Years | 8.1 | 126,146 |
| 5 Years | 5.06 | 128,028 |
| 10 Years | 7.43 | 204,694 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 5.62 | 105,378 |
| 3 Years | 7.08 | 122,756 |
| 5 Years | 7.78 | 145,435 |
| 10 Years | 6.55 | 188,896 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 7.16 | 106,908 |
| 3 Years | 10.21 | 133,642 |
| 5 Years | 10.04 | 161,078 |
| 10 Years | 9.31 | 243,612 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 3.58 | 103,216 |
| 3 Years | 10.17 | 133,513 |
| 5 Years | 12.36 | 177,896 |
| 10 Years | 9.44 | 246,463 |
Tax Saving Portfolio = ELSS Funds 100%
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | 1.65 | 101,006 |
| 3 Years | 11.6 | 139,874 |
| 5 Years | 15.5 | 203,411 |
| 10 Years | 11.27 | 292,126 |
| Period | Annualized Return (%) |
Value of Rs. 1 Lakh Invested |
|---|---|---|
| 1 Year | -1.14 | 98,229 |
| 3 Years | 15.98 | 156,191 |
| 5 Years | 18.58 | 233,506 |
| 10 Years | 12.57 | 327,412 |
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