Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.49
3 Year Return 26.6
5 Year Return 30.0
10 Year Return 15.85
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 15.06
3 Year Return 33.43
5 Year Return 30.26
10 Year Return - -
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.12
3 Year Return 30.87
5 Year Return 33.56
10 Year Return 18.44
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.23
3 Year Return 31.55
5 Year Return 29.46
10 Year Return - -
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.02
3 Year Return 21.53
5 Year Return 26.1
10 Year Return 15.86

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

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.49
3 Year Return 26.6
5 Year Return 30.0
10 Year Return 15.85
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 15.06
3 Year Return 33.43
5 Year Return 30.26
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.85
3 Year Return 24.42
5 Year Return 26.61
10 Year Return 14.55
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.02
3 Year Return 21.53
5 Year Return 26.1
10 Year Return 15.86
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.58
3 Year Return 15.87
5 Year Return 14.2
10 Year Return - -

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 9.44
3 Year Return 8.11
5 Year Return 6.88
10 Year Return 7.86
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 15.06
3 Year Return 33.43
5 Year Return 30.26
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.85
3 Year Return 24.42
5 Year Return 26.61
10 Year Return 14.55
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.02
3 Year Return 21.53
5 Year Return 26.1
10 Year Return 15.86
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 3.73
3 Year Return 13.17
5 Year Return 14.63
10 Year Return 8.64

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

CategoryDebt: Banking and PSU
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.98
3 Year Return 7.7
5 Year Return 7.16
10 Year Return 6.89
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.44
3 Year Return 8.11
5 Year Return 6.88
10 Year Return 7.86
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.02
3 Year Return 21.53
5 Year Return 26.1
10 Year Return 15.86
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.58
3 Year Return 15.87
5 Year Return 14.2
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 3.73
3 Year Return 13.17
5 Year Return 14.63
10 Year Return 8.64

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 8.98
3 Year Return 7.7
5 Year Return 7.16
10 Year Return 6.89
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.44
3 Year Return 8.11
5 Year Return 6.88
10 Year Return 7.86
CategoryDebt: Short Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.22
3 Year Return 9.88
5 Year Return 10.22
10 Year Return 5.83
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.47
3 Year Return 12.32
5 Year Return - -
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 3.73
3 Year Return 13.17
5 Year Return 14.63
10 Year Return 8.64