Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 1.34
3 Year Return 21.07
5 Year Return 19.56
10 Year Return 13.81
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.03
3 Year Return 24.16
5 Year Return 23.71
10 Year Return 16.37
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 1.3
3 Year Return 22.63
5 Year Return 28.38
10 Year Return 18.29
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -1.8
3 Year Return 28.18
5 Year Return 30.03
10 Year Return - -
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -6.44
3 Year Return 19.63
5 Year Return 21.35
10 Year Return 12.82

Moderately Aggressive = Equity Funds 60% | Balanced Fund 40%

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 1.34
3 Year Return 21.07
5 Year Return 19.56
10 Year Return 13.81
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.03
3 Year Return 24.16
5 Year Return 23.71
10 Year Return 16.37
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.16
3 Year Return 18.87
5 Year Return 24.23
10 Year Return 14.93
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -6.44
3 Year Return 19.63
5 Year Return 21.35
10 Year Return 12.82
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 1.64
3 Year Return 18.07
5 Year Return 23.41
10 Year Return 14.43

Moderate = Equity Funds 40% | Balanced Funds 50% | Equity Savings Fund 10%

CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.21
3 Year Return 7.73
5 Year Return 6.54
10 Year Return 7.53
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.03
3 Year Return 24.16
5 Year Return 23.71
10 Year Return 16.37
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.16
3 Year Return 18.87
5 Year Return 24.23
10 Year Return 14.93
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -6.44
3 Year Return 19.63
5 Year Return 21.35
10 Year Return 12.82
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.29
3 Year Return 10.65
5 Year Return 11.75
10 Year Return 9.21

Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%

CategoryDebt: Banking and PSU
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.7
3 Year Return 7.32
5 Year Return 6.14
10 Year Return 7.41
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.21
3 Year Return 7.73
5 Year Return 6.54
10 Year Return 7.53
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -6.44
3 Year Return 19.63
5 Year Return 21.35
10 Year Return 12.82
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 1.64
3 Year Return 18.07
5 Year Return 23.41
10 Year Return 14.43
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.29
3 Year Return 10.65
5 Year Return 11.75
10 Year Return 9.21

Conservative = Income Funds 50% | Hybrid Debt Funds (MIP) 30% | Equity Savings Fund 20%

CategoryDebt: Banking and PSU
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.7
3 Year Return 7.32
5 Year Return 6.14
10 Year Return 7.41
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.21
3 Year Return 7.73
5 Year Return 6.54
10 Year Return 7.53
CategoryDebt: Short Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.37
3 Year Return 9.78
5 Year Return 10.16
10 Year Return 5.68
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.59
3 Year Return 11.1
5 Year Return - -
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.29
3 Year Return 10.65
5 Year Return 11.75
10 Year Return 9.21