Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.89
3 Year Return 22.7
5 Year Return 20.01
10 Year Return 14.08
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.28
3 Year Return 25.33
5 Year Return 23.87
10 Year Return 16.4
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 1.09
3 Year Return 23.96
5 Year Return 28.59
10 Year Return 18.4
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -1.45
3 Year Return 29.61
5 Year Return 30.15
10 Year Return - -
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -5.44
3 Year Return 20.75
5 Year Return 21.53
10 Year Return 12.81

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

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.89
3 Year Return 22.7
5 Year Return 20.01
10 Year Return 14.08
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.28
3 Year Return 25.33
5 Year Return 23.87
10 Year Return 16.4
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 3.27
3 Year Return 20.13
5 Year Return 24.63
10 Year Return 14.97
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -5.44
3 Year Return 20.75
5 Year Return 21.53
10 Year Return 12.81
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.38
3 Year Return 18.84
5 Year Return 23.69
10 Year Return 14.46

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 8.24
3 Year Return 7.77
5 Year Return 6.55
10 Year Return 7.54
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.28
3 Year Return 25.33
5 Year Return 23.87
10 Year Return 16.4
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 3.27
3 Year Return 20.13
5 Year Return 24.63
10 Year Return 14.97
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -5.44
3 Year Return 20.75
5 Year Return 21.53
10 Year Return 12.81
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.66
3 Year Return 10.9
5 Year Return 11.69
10 Year Return 9.22

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

CategoryDebt: Banking and PSU
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.66
3 Year Return 7.37
5 Year Return 6.13
10 Year Return 7.42
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.24
3 Year Return 7.77
5 Year Return 6.55
10 Year Return 7.54
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -5.44
3 Year Return 20.75
5 Year Return 21.53
10 Year Return 12.81
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.38
3 Year Return 18.84
5 Year Return 23.69
10 Year Return 14.46
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.66
3 Year Return 10.9
5 Year Return 11.69
10 Year Return 9.22

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 7.66
3 Year Return 7.37
5 Year Return 6.13
10 Year Return 7.42
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.24
3 Year Return 7.77
5 Year Return 6.55
10 Year Return 7.54
CategoryDebt: Short Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.33
3 Year Return 9.81
5 Year Return 10.16
10 Year Return 5.68
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.6
3 Year Return 11.17
5 Year Return - -
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.66
3 Year Return 10.9
5 Year Return 11.69
10 Year Return 9.22