Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 30.94 131,196
3 Year Return 12.4 144,157
5 Year Return 16.04 207,944
10 Year Return 16.51 456,294
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 55.83 156,271
3 Year Return 29.9 221,786
5 Year Return 26.11 316,384
10 Year Return 22.67 763,667
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 55.56 155,851
3 Year Return 36.38 256,582
5 Year Return 31.89 394,924
10 Year Return 28.4 1,201,658
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 36.76 136,640
3 Year Return 24.75 196,022
5 Year Return 21.81 266,860
10 Year Return 18.33 535,360

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

CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 30.94 131,196
3 Year Return 12.4 144,157
5 Year Return 16.04 207,944
10 Year Return 16.51 456,294
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 41.37 141,765
3 Year Return 20.08 176,387
5 Year Return 20.52 252,794
10 Year Return 18.47 539,897
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 38.6 138,658
3 Year Return 22.48 187,415
5 Year Return 19.01 236,902
10 Year Return 17.94 515,085
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 22.42 122,569
3 Year Return 13.67 149,689
5 Year Return 16.93 217,373
10 Year Return 16.02 438,000
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 22.37 122,335
3 Year Return 12.36 143,698
5 Year Return 14.58 196,959
10 Year Return 14.87 399,085

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 29.25 129,480
3 Year Return 16.09 159,404
5 Year Return 16.65 214,608
10 Year Return 15.63 423,741
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 22.42 122,569
3 Year Return 13.67 149,689
5 Year Return 16.93 217,373
10 Year Return 16.02 438,000
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 36.76 136,640
3 Year Return 24.75 196,022
5 Year Return 21.81 266,860
10 Year Return 18.33 535,360

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

CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 36.76 136,640
3 Year Return 24.75 196,022
5 Year Return 21.81 266,860
10 Year Return 18.33 535,360
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 22.37 122,335
3 Year Return 12.36 143,698
5 Year Return 14.58 196,959
10 Year Return 14.87 399,085
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 21.71 121,938
3 Year Return 13.97 150,102
5 Year Return 14.6 196,800
10 Year Return 14.14 372,645
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 18.09 118,111
3 Year Return 11.53 139,792
5 Year Return 11.09 168,794
10 Year Return 10.31 266,047

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 7.96 107,955
3 Year Return 5.92 118,969
5 Year Return 7.77 145,357
10 Year Return 9.05 237,730
CategoryDebt: Dynamic Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.64 107,653
3 Year Return 9.95 133,122
5 Year Return 6.54 137,273
10 Year Return 7.46 205,274
CategoryDebt: Medium Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.98 107,991
3 Year Return 5.94 119,045
5 Year Return 6.84 139,236
10 Year Return 8.11 218,033
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.48 110,530
3 Year Return 8.19 127,473
5 Year Return 9.1 154,143
10 Year Return 10.15 262,424
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 13.7 113,719
3 Year Return 8.86 129,897
5 Year Return 9.8 159,446
10 Year Return 10.72 276,098