Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 34.39 134,488
3 Year Return 12.72 143,342
5 Year Return 15.43 206,620
10 Year Return 13.91 366,916
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 52.36 151,916
3 Year Return 27.93 209,440
5 Year Return 25.87 318,147
10 Year Return 19.87 609,490
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 54.88 154,928
3 Year Return 32.17 230,944
5 Year Return 32.35 408,302
10 Year Return 24.74 910,913
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 38.49 138,333
3 Year Return 23.28 187,357
5 Year Return 20.84 258,166
10 Year Return 16.5 459,099

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

CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 34.39 134,488
3 Year Return 12.72 143,342
5 Year Return 15.43 206,620
10 Year Return 13.91 366,916
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 49.16 148,767
3 Year Return 19.86 172,442
5 Year Return 20.58 255,749
10 Year Return 16.78 471,046
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 39.37 139,376
3 Year Return 23.43 187,924
5 Year Return 18.38 233,754
10 Year Return 15.6 425,087
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 25.51 125,599
3 Year Return 15.6 154,426
5 Year Return 15.9 210,603
10 Year Return 14.47 383,835
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 25.05 124,998
3 Year Return 12.87 143,490
5 Year Return 13.93 192,802
10 Year Return 13.58 355,155

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 32.26 132,260
3 Year Return 16.76 158,995
5 Year Return 16.12 212,618
10 Year Return 13.45 352,231
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 25.51 125,599
3 Year Return 15.6 154,426
5 Year Return 15.9 210,603
10 Year Return 14.47 383,835
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 38.49 138,333
3 Year Return 23.28 187,357
5 Year Return 20.84 258,166
10 Year Return 16.5 459,099

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

CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 38.49 138,333
3 Year Return 23.28 187,357
5 Year Return 20.84 258,166
10 Year Return 16.5 459,099
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 25.05 124,998
3 Year Return 12.87 143,490
5 Year Return 13.93 192,802
10 Year Return 13.58 355,155
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 23.76 123,724
3 Year Return 14.07 148,598
5 Year Return 13.62 189,925
10 Year Return 12.12 312,559
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 17.59 117,625
3 Year Return 10.57 135,158
5 Year Return 10.55 165,343
10 Year Return 9.45 246,797

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 7.23 107,196
3 Year Return 5.86 118,575
5 Year Return 7.44 143,055
10 Year Return 8.48 225,929
CategoryDebt: Dynamic Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.63 106,643
3 Year Return 10.19 133,790
5 Year Return 8.14 147,541
10 Year Return 7.11 198,751
CategoryDebt: Medium Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.1 107,062
3 Year Return 5.83 118,489
5 Year Return 7.21 141,505
10 Year Return 7.79 211,924
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.22 111,212
3 Year Return 8.41 127,333
5 Year Return 8.91 153,432
10 Year Return 9.38 245,071
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 14.53 114,448
3 Year Return 9.45 131,006
5 Year Return 9.72 159,017
10 Year Return 9.94 257,674