Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 3.8
3 Year Return 22.15
5 Year Return 14.38
10 Year Return 13.39
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.17
3 Year Return 22.94
5 Year Return 18.25
10 Year Return 15.9
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.73
3 Year Return 25.78
5 Year Return - -
10 Year Return - -
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.92
3 Year Return 29.54
5 Year Return 24.36
10 Year Return - -
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.46
3 Year Return 18.89
5 Year Return 21.36
10 Year Return 16.47

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

CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.17
3 Year Return 22.94
5 Year Return 18.25
10 Year Return 15.9
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.51
3 Year Return 19.11
5 Year Return 19.65
10 Year Return 15.33
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.51
3 Year Return 17.9
5 Year Return 19.39
10 Year Return 15.05

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 7.4
3 Year Return 7.69
5 Year Return 5.4
10 Year Return 5.99
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.8
3 Year Return 11.1
5 Year Return 10.29
10 Year Return 9.43

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

CategoryDebt: Banking and PSU
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.83
3 Year Return 7.29
5 Year Return 5.6
10 Year Return 6.53
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.51
3 Year Return 17.9
5 Year Return 19.39
10 Year Return 15.05

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

CategoryDebt: Short Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.36
3 Year Return 7.45
5 Year Return 6.0
10 Year Return 7.1
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.19
3 Year Return 11.11
5 Year Return - -
10 Year Return - -