Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 34.94 136,037
3 Year Return 14.02 148,410
5 Year Return 16.59 216,152
10 Year Return 14.41 382,684
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 51.69 153,056
3 Year Return 30.3 221,037
5 Year Return 27.32 335,351
10 Year Return 20.31 632,775
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 55.25 155,952
3 Year Return 34.11 239,443
5 Year Return 34.01 433,933
10 Year Return 24.98 921,459
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 37.8 138,346
3 Year Return 23.98 190,304
5 Year Return 21.14 261,497
10 Year Return 16.62 465,506

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

CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 34.94 136,037
3 Year Return 14.02 148,410
5 Year Return 16.59 216,152
10 Year Return 14.41 382,684
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 49.61 150,213
3 Year Return 21.18 177,604
5 Year Return 21.59 267,292
10 Year Return 17.32 492,026
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 39.33 140,387
3 Year Return 24.33 191,815
5 Year Return 19.18 240,589
10 Year Return 15.97 438,788
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 25.63 126,132
3 Year Return 16.53 157,736
5 Year Return 16.65 215,912
10 Year Return 14.7 393,919
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 25.28 125,723
3 Year Return 13.58 146,045
5 Year Return 14.52 197,259
10 Year Return 13.7 360,906

Moderate = Equity Funds 40% | Balanced Funds 50% | Equity Savings Fund 10%

CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 32.25 132,978
3 Year Return 17.57 162,268
5 Year Return 16.94 219,184
10 Year Return 13.78 363,729
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 25.63 126,132
3 Year Return 16.53 157,736
5 Year Return 16.65 215,912
10 Year Return 14.7 393,919
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 37.8 138,346
3 Year Return 23.98 190,304
5 Year Return 21.14 261,497
10 Year Return 16.62 465,506

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

CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 37.8 138,346
3 Year Return 23.98 190,304
5 Year Return 21.14 261,497
10 Year Return 16.62 465,506
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 25.28 125,723
3 Year Return 13.58 146,045
5 Year Return 14.52 197,259
10 Year Return 13.7 360,906
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 24.07 124,538
3 Year Return 14.6 150,382
5 Year Return 14.17 193,875
10 Year Return 12.29 319,347
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 17.84 118,006
3 Year Return 10.85 136,256
5 Year Return 10.72 166,487
10 Year Return 9.61 250,070

Conservative = Income Funds 50% | Hybrid Debt Funds (MIP) 30% | Equity Savings Fund 20%

CategoryDebt: Dynamic Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.43 107,470
3 Year Return 6.02 119,179
5 Year Return 7.38 142,756
10 Year Return 8.58 228,731
CategoryDebt: Dynamic Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.12 107,120
3 Year Return 10.39 134,511
5 Year Return 7.97 146,834
10 Year Return 7.14 199,296
CategoryDebt: Medium Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.4 107,425
3 Year Return 6.02 119,190
5 Year Return 7.2 141,548
10 Year Return 7.91 214,638
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.59 111,726
3 Year Return 8.67 128,274
5 Year Return 9.1 154,622
10 Year Return 9.53 248,296
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 14.14 114,247
3 Year Return 9.66 131,804
5 Year Return 9.83 159,857
10 Year Return 10.02 259,950