Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.1
3 Year Return 25.97
5 Year Return 29.17
10 Year Return 15.51
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.48
3 Year Return 31.55
5 Year Return 29.35
10 Year Return - -
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.31
3 Year Return 28.73
5 Year Return 32.21
10 Year Return 17.76
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 1.45
3 Year Return 31.21
5 Year Return 27.88
10 Year Return - -
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.05
3 Year Return 21.72
5 Year Return 25.53
10 Year Return 15.52

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

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.1
3 Year Return 25.97
5 Year Return 29.17
10 Year Return 15.51
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.48
3 Year Return 31.55
5 Year Return 29.35
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 3.38
3 Year Return 22.93
5 Year Return 25.67
10 Year Return 14.02
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.05
3 Year Return 21.72
5 Year Return 25.53
10 Year Return 15.52
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.45
3 Year Return 15.37
5 Year Return 13.43
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 9.35
3 Year Return 8.04
5 Year Return 6.49
10 Year Return 7.83
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.48
3 Year Return 31.55
5 Year Return 29.35
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 3.38
3 Year Return 22.93
5 Year Return 25.67
10 Year Return 14.02
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.05
3 Year Return 21.72
5 Year Return 25.53
10 Year Return 15.52
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.38
3 Year Return 13.13
5 Year Return 13.85
10 Year Return 8.62

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

CategoryDebt: Banking and PSU
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.0
3 Year Return 7.45
5 Year Return 6.97
10 Year Return 6.89
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.35
3 Year Return 8.04
5 Year Return 6.49
10 Year Return 7.83
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.05
3 Year Return 21.72
5 Year Return 25.53
10 Year Return 15.52
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.45
3 Year Return 15.37
5 Year Return 13.43
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.38
3 Year Return 13.13
5 Year Return 13.85
10 Year Return 8.62

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 9.0
3 Year Return 7.45
5 Year Return 6.97
10 Year Return 6.89
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.35
3 Year Return 8.04
5 Year Return 6.49
10 Year Return 7.83
CategoryDebt: Short Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.18
3 Year Return 9.84
5 Year Return 10.06
10 Year Return 5.78
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.76
3 Year Return 11.99
5 Year Return - -
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.38
3 Year Return 13.13
5 Year Return 13.85
10 Year Return 8.62