Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 15.85
3 Year Return 23.47
5 Year Return 29.87
10 Year Return 15.36
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.99
3 Year Return 24.04
5 Year Return 27.91
10 Year Return - -
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 14.49
3 Year Return 23.2
5 Year Return 32.15
10 Year Return 17.54
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.2
3 Year Return 23.79
5 Year Return 28.49
10 Year Return - -
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.36
3 Year Return 18.93
5 Year Return 26.51
10 Year Return 15.54

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

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 15.85
3 Year Return 23.47
5 Year Return 29.87
10 Year Return 15.36
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.99
3 Year Return 24.04
5 Year Return 27.91
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.6
3 Year Return 19.97
5 Year Return 25.87
10 Year Return 13.85
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.36
3 Year Return 18.93
5 Year Return 26.51
10 Year Return 15.54
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 13.01
3 Year Return 14.14
5 Year Return 13.91
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 10.1
3 Year Return 7.62
5 Year Return 7.27
10 Year Return 7.87
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.99
3 Year Return 24.04
5 Year Return 27.91
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.6
3 Year Return 19.97
5 Year Return 25.87
10 Year Return 13.85
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.36
3 Year Return 18.93
5 Year Return 26.51
10 Year Return 15.54
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.14
3 Year Return 11.06
5 Year Return 14.52
10 Year Return 8.37

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

CategoryDebt: Banking and PSU
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.89
3 Year Return 9.15
5 Year Return 7.37
10 Year Return 6.89
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.1
3 Year Return 7.62
5 Year Return 7.27
10 Year Return 7.87
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.36
3 Year Return 18.93
5 Year Return 26.51
10 Year Return 15.54
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 13.01
3 Year Return 14.14
5 Year Return 13.91
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.14
3 Year Return 11.06
5 Year Return 14.52
10 Year Return 8.37

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 8.89
3 Year Return 9.15
5 Year Return 7.37
10 Year Return 6.89
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.1
3 Year Return 7.62
5 Year Return 7.27
10 Year Return 7.87
CategoryDebt: Short Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.42
3 Year Return 9.37
5 Year Return 10.38
10 Year Return 5.8
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.45
3 Year Return 11.47
5 Year Return - -
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.14
3 Year Return 11.06
5 Year Return 14.52
10 Year Return 8.37