Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.99
3 Year Return 20.78
5 Year Return 23.95
10 Year Return 16.9
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -4.75
3 Year Return 23.96
5 Year Return 23.49
10 Year Return - -
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.56
3 Year Return 26.26
5 Year Return 24.87
10 Year Return 18.72
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -4.38
3 Year Return 28.52
5 Year Return 26.12
10 Year Return - -
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.84
3 Year Return 18.83
5 Year Return 21.87
10 Year Return 16.39

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

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.99
3 Year Return 20.78
5 Year Return 23.95
10 Year Return 16.9
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -4.75
3 Year Return 23.96
5 Year Return 23.49
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.51
3 Year Return 18.54
5 Year Return 20.76
10 Year Return 15.16
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.84
3 Year Return 18.83
5 Year Return 21.87
10 Year Return 16.39
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.27
3 Year Return 13.64
5 Year Return 12.49
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 7.15
3 Year Return 7.66
5 Year Return 6.22
10 Year Return 7.63
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -4.75
3 Year Return 23.96
5 Year Return 23.49
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.51
3 Year Return 18.54
5 Year Return 20.76
10 Year Return 15.16
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.84
3 Year Return 18.83
5 Year Return 21.87
10 Year Return 16.39
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.68
3 Year Return 11.36
5 Year Return 10.72
10 Year Return 9.59

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

CategoryDebt: Banking and PSU
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.26
3 Year Return 7.26
5 Year Return 5.83
10 Year Return 7.45
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.15
3 Year Return 7.66
5 Year Return 6.22
10 Year Return 7.63
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.84
3 Year Return 18.83
5 Year Return 21.87
10 Year Return 16.39
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.27
3 Year Return 13.64
5 Year Return 12.49
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.68
3 Year Return 11.36
5 Year Return 10.72
10 Year Return 9.59

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 7.26
3 Year Return 7.26
5 Year Return 5.83
10 Year Return 7.45
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.15
3 Year Return 7.66
5 Year Return 6.22
10 Year Return 7.63
CategoryDebt: Short Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.04
3 Year Return 7.29
5 Year Return 10.09
10 Year Return 5.59
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.84
3 Year Return 11.04
5 Year Return - -
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.68
3 Year Return 11.36
5 Year Return 10.72
10 Year Return 9.59