Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.54
3 Year Return 23.84
5 Year Return 29.52
10 Year Return 16.1
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 0.17
3 Year Return 29.21
5 Year Return 29.1
10 Year Return - -
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.25
3 Year Return 29.02
5 Year Return 28.7
10 Year Return 18.36
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -3.68
3 Year Return 30.0
5 Year Return 30.74
10 Year Return - -
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.75
3 Year Return 20.36
5 Year Return 26.85
10 Year Return 15.91

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

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.54
3 Year Return 23.84
5 Year Return 29.52
10 Year Return 16.1
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 0.17
3 Year Return 29.21
5 Year Return 29.1
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.77
3 Year Return 20.35
5 Year Return 25.2
10 Year Return 14.61
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.75
3 Year Return 20.36
5 Year Return 26.85
10 Year Return 15.91
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 3.62
3 Year Return 14.84
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 7.94
3 Year Return 8.06
5 Year Return 6.43
10 Year Return 7.69
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 0.17
3 Year Return 29.21
5 Year Return 29.1
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.77
3 Year Return 20.35
5 Year Return 25.2
10 Year Return 14.61
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.75
3 Year Return 20.36
5 Year Return 26.85
10 Year Return 15.91
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.33
3 Year Return 12.26
5 Year Return 11.58
10 Year Return 9.4

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

CategoryDebt: Banking and PSU
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.52
3 Year Return 7.91
5 Year Return 5.96
10 Year Return 7.48
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.94
3 Year Return 8.06
5 Year Return 6.43
10 Year Return 7.69
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.75
3 Year Return 20.36
5 Year Return 26.85
10 Year Return 15.91
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 3.62
3 Year Return 14.84
5 Year Return 14.2
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.33
3 Year Return 12.26
5 Year Return 11.58
10 Year Return 9.4

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 7.52
3 Year Return 7.91
5 Year Return 5.96
10 Year Return 7.48
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.94
3 Year Return 8.06
5 Year Return 6.43
10 Year Return 7.69
CategoryDebt: Short Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.28
3 Year Return 10.07
5 Year Return 10.11
10 Year Return 5.61
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.84
3 Year Return 12.02
5 Year Return - -
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.33
3 Year Return 12.26
5 Year Return 11.58
10 Year Return 9.4