Aggressive = Equity Funds 70% | Balanced Fund 30%
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
| Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
|---|---|---|
| 1 Year Return | -0.77 | 99,194 |
| 3 Year Return | 8.55 | 129,295 |
| 5 Year Return | 4.81 | 127,223 |
| 10 Year Return | 9.53 | 250,758 |
HDFC Mid Cap Fund - Growth Plan
| Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
|---|---|---|
| 1 Year Return | 0.09 | 100,540 |
| 3 Year Return | 14.13 | 150,882 |
| 5 Year Return | 15.85 | 209,559 |
| 10 Year Return | 15.43 | 427,077 |
Nippon India Small Cap Fund - Growth Plan - Growth Option
| Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
|---|---|---|
| 1 Year Return | 5.91 | 106,022 |
| 3 Year Return | 12.9 | 145,498 |
| 5 Year Return | 16.03 | 210,909 |
| 10 Year Return | 19.04 | 573,056 |
ICICI Prudential Aggressive Hybrid Fund - Regular Plan - Growth
| Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
|---|---|---|
| 1 Year Return | -3.62 | 96,244 |
| 3 Year Return | 11.23 | 138,220 |
| 5 Year Return | 12.22 | 177,518 |
| 10 Year Return | 13.73 | 364,873 |
Moderately Aggressive = Equity Funds 60% | Balanced Fund 40%
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
| Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
|---|---|---|
| 1 Year Return | -0.77 | 99,194 |
| 3 Year Return | 8.55 | 129,295 |
| 5 Year Return | 4.81 | 127,223 |
| 10 Year Return | 9.53 | 250,758 |
DSP Large & Mid Cap Fund - Regular Plan - Growth
| Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
|---|---|---|
| 1 Year Return | -7.17 | 93,438 |
| 3 Year Return | 10.26 | 135,579 |
| 5 Year Return | 9.13 | 155,867 |
| 10 Year Return | 12.32 | 323,769 |
Nippon India Large Cap Fund- Growth Plan -Growth Option
| Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
|---|---|---|
| 1 Year Return | -8.86 | 91,376 |
| 3 Year Return | 8.23 | 128,312 |
| 5 Year Return | 10.25 | 163,807 |
| 10 Year Return | 12.38 | 326,050 |
SBI Large Cap Fund-Regular Plan Growth
| Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
|---|---|---|
| 1 Year Return | -5.17 | 94,812 |
| 3 Year Return | 6.82 | 123,207 |
| 5 Year Return | 7.0 | 140,591 |
| 10 Year Return | 10.36 | 271,001 |
SBI Aggresive Hybrid Fund - Regular Plan - Growth
| Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
|---|---|---|
| 1 Year Return | -1.28 | 99,019 |
| 3 Year Return | 9.98 | 133,956 |
| 5 Year Return | 7.81 | 146,192 |
| 10 Year Return | 10.9 | 283,434 |
Moderate = Equity Funds 40% | Balanced Funds 50% | Equity Savings Fund 10%
Aditya Birla Sun Life Large Cap Fund-Growth
| Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
|---|---|---|
| 1 Year Return | -8.32 | 92,050 |
| 3 Year Return | 7.12 | 124,345 |
| 5 Year Return | 6.81 | 140,268 |
| 10 Year Return | 10.13 | 265,885 |
SBI Large Cap Fund-Regular Plan Growth
| Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
|---|---|---|
| 1 Year Return | -5.17 | 94,812 |
| 3 Year Return | 6.82 | 123,207 |
| 5 Year Return | 7.0 | 140,591 |
| 10 Year Return | 10.36 | 271,001 |
ICICI Prudential Aggressive Hybrid Fund - Regular Plan - Growth
| Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
|---|---|---|
| 1 Year Return | -3.62 | 96,244 |
| 3 Year Return | 11.23 | 138,220 |
| 5 Year Return | 12.22 | 177,518 |
| 10 Year Return | 13.73 | 364,873 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
ICICI Prudential Aggressive Hybrid Fund - Regular Plan - Growth
| Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
|---|---|---|
| 1 Year Return | -3.62 | 96,244 |
| 3 Year Return | 11.23 | 138,220 |
| 5 Year Return | 12.22 | 177,518 |
| 10 Year Return | 13.73 | 364,873 |
SBI Aggresive Hybrid Fund - Regular Plan - Growth
| Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
|---|---|---|
| 1 Year Return | -1.28 | 99,019 |
| 3 Year Return | 9.98 | 133,956 |
| 5 Year Return | 7.81 | 146,192 |
| 10 Year Return | 10.9 | 283,434 |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
| Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
|---|---|---|
| 1 Year Return | -4.86 | 94,860 |
| 3 Year Return | 5.91 | 119,383 |
| 5 Year Return | 6.22 | 135,900 |
| 10 Year Return | 8.2 | 221,176 |
HDFC Equity SavIngs Fund - Growth Plan
| Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
|---|---|---|
| 1 Year Return | -0.48 | 99,735 |
| 3 Year Return | 6.66 | 121,866 |
| 5 Year Return | 6.64 | 138,248 |
| 10 Year Return | 8.07 | 218,530 |
Conservative = Income Funds 50% | Hybrid Debt Funds (MIP) 30% | Equity Savings Fund 20%
ICICI Prudential Dynamic Term Fund - Regular Plan - Growth
| Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
|---|---|---|
| 1 Year Return | 3.65 | 103,564 |
| 3 Year Return | 6.78 | 121,818 |
| 5 Year Return | 6.17 | 134,933 |
| 10 Year Return | 7.04 | 197,264 |
UTI Dynamic Term Fund - Regular Plan - Growth Option
| Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
|---|---|---|
| 1 Year Return | 3.51 | 103,639 |
| 3 Year Return | 6.47 | 120,871 |
| 5 Year Return | 6.81 | 139,152 |
| 10 Year Return | 5.87 | 176,812 |
Axis Medium Term Fund - Regular Plan - Growth Option
| Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
|---|---|---|
| 1 Year Return | 5.24 | 105,269 |
| 3 Year Return | 7.68 | 124,950 |
| 5 Year Return | 6.56 | 137,387 |
| 10 Year Return | 6.99 | 196,502 |
Aditya Birla Sun Life Conservative Hybrid Fund - Regular Plan - Growth
| Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
|---|---|---|
| 1 Year Return | 1.71 | 101,823 |
| 3 Year Return | 7.28 | 123,821 |
| 5 Year Return | 6.68 | 138,452 |
| 10 Year Return | 7.04 | 198,287 |
ICICI Prudential Conservative Hybrid Fund - Regular Plan - Growth
| Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
|---|---|---|
| 1 Year Return | 1.25 | 101,218 |
| 3 Year Return | 7.65 | 125,094 |
| 5 Year Return | 7.18 | 141,534 |
| 10 Year Return | 8.29 | 222,079 |
HDFC Equity SavIngs Fund - Growth Plan
| Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
|---|---|---|
| 1 Year Return | -0.48 | 99,735 |
| 3 Year Return | 6.66 | 121,866 |
| 5 Year Return | 6.64 | 138,248 |
| 10 Year Return | 8.07 | 218,530 |
