Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.46
3 Year Return 20.98
5 Year Return 26.04
10 Year Return 16.44
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.0
3 Year Return 25.36
5 Year Return 25.03
10 Year Return - -
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.88
3 Year Return 27.45
5 Year Return 25.9
10 Year Return 18.55
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 0.11
3 Year Return 29.7
5 Year Return 27.79
10 Year Return - -
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.82
3 Year Return 18.96
5 Year Return 23.95
10 Year Return 16.16

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

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.46
3 Year Return 20.98
5 Year Return 26.04
10 Year Return 16.44
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.0
3 Year Return 25.36
5 Year Return 25.03
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.94
3 Year Return 18.76
5 Year Return 22.43
10 Year Return 14.86
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.82
3 Year Return 18.96
5 Year Return 23.95
10 Year Return 16.16
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.13
3 Year Return 14.1
5 Year Return 13.29
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 7.96
3 Year Return 7.86
5 Year Return 6.3
10 Year Return 7.68
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.0
3 Year Return 25.36
5 Year Return 25.03
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.94
3 Year Return 18.76
5 Year Return 22.43
10 Year Return 14.86
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.82
3 Year Return 18.96
5 Year Return 23.95
10 Year Return 16.16
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.18
3 Year Return 11.61
5 Year Return 11.03
10 Year Return 9.57

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

CategoryDebt: Banking and PSU
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.89
3 Year Return 7.44
5 Year Return 5.86
10 Year Return 7.47
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.96
3 Year Return 7.86
5 Year Return 6.3
10 Year Return 7.68
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.82
3 Year Return 18.96
5 Year Return 23.95
10 Year Return 16.16
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.13
3 Year Return 14.1
5 Year Return 13.29
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.18
3 Year Return 11.61
5 Year Return 11.03
10 Year Return 9.57

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 7.89
3 Year Return 7.44
5 Year Return 5.86
10 Year Return 7.47
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.96
3 Year Return 7.86
5 Year Return 6.3
10 Year Return 7.68
CategoryDebt: Short Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.49
3 Year Return 7.43
5 Year Return 10.14
10 Year Return 5.63
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.39
3 Year Return 11.18
5 Year Return - -
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.18
3 Year Return 11.61
5 Year Return 11.03
10 Year Return 9.57