Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.62
3 Year Return 22.78
5 Year Return 18.81
10 Year Return 13.68
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.25
3 Year Return 25.12
5 Year Return 23.64
10 Year Return 16.34
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 1.83
3 Year Return 24.0
5 Year Return 28.31
10 Year Return 17.98
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -1.87
3 Year Return 28.86
5 Year Return 29.84
10 Year Return - -
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -7.79
3 Year Return 20.26
5 Year Return 20.54
10 Year Return 12.61

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

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.62
3 Year Return 22.78
5 Year Return 18.81
10 Year Return 13.68
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.25
3 Year Return 25.12
5 Year Return 23.64
10 Year Return 16.34
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 1.86
3 Year Return 19.51
5 Year Return 23.19
10 Year Return 14.61
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -7.79
3 Year Return 20.26
5 Year Return 20.54
10 Year Return 12.61
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 0.41
3 Year Return 18.54
5 Year Return 22.11
10 Year Return 14.31

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 8.11
3 Year Return 7.77
5 Year Return 6.56
10 Year Return 7.51
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.25
3 Year Return 25.12
5 Year Return 23.64
10 Year Return 16.34
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 1.86
3 Year Return 19.51
5 Year Return 23.19
10 Year Return 14.61
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -7.79
3 Year Return 20.26
5 Year Return 20.54
10 Year Return 12.61
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.61
3 Year Return 10.97
5 Year Return 11.46
10 Year Return 9.11

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

CategoryDebt: Banking and PSU
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.75
3 Year Return 7.32
5 Year Return 6.17
10 Year Return 7.41
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.11
3 Year Return 7.77
5 Year Return 6.56
10 Year Return 7.51
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -7.79
3 Year Return 20.26
5 Year Return 20.54
10 Year Return 12.61
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 0.41
3 Year Return 18.54
5 Year Return 22.11
10 Year Return 14.31
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.61
3 Year Return 10.97
5 Year Return 11.46
10 Year Return 9.11

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 7.75
3 Year Return 7.32
5 Year Return 6.17
10 Year Return 7.41
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.11
3 Year Return 7.77
5 Year Return 6.56
10 Year Return 7.51
CategoryDebt: Short Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.33
3 Year Return 9.64
5 Year Return 10.2
10 Year Return 5.67
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.85
3 Year Return 10.87
5 Year Return - -
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.61
3 Year Return 10.97
5 Year Return 11.46
10 Year Return 9.11