Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 13.7
3 Year Return 25.66
5 Year Return 31.59
10 Year Return 15.47
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 20.63
3 Year Return 31.12
5 Year Return 31.56
10 Year Return - -
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 15.56
3 Year Return 28.57
5 Year Return 34.13
10 Year Return 17.69
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.2
3 Year Return 30.08
5 Year Return 31.55
10 Year Return - -
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.94
3 Year Return 20.88
5 Year Return 26.96
10 Year Return 15.47

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

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 13.7
3 Year Return 25.66
5 Year Return 31.59
10 Year Return 15.47
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 20.63
3 Year Return 31.12
5 Year Return 31.56
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.65
3 Year Return 23.01
5 Year Return 28.24
10 Year Return 14.03
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.94
3 Year Return 20.88
5 Year Return 26.96
10 Year Return 15.47
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.28
3 Year Return 15.29
5 Year Return 14.74
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 10.26
3 Year Return 8.2
5 Year Return 7.07
10 Year Return 7.91
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 20.63
3 Year Return 31.12
5 Year Return 31.56
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.65
3 Year Return 23.01
5 Year Return 28.24
10 Year Return 14.03
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.94
3 Year Return 20.88
5 Year Return 26.96
10 Year Return 15.47
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.47
3 Year Return 12.76
5 Year Return 15.25
10 Year Return 8.53

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

CategoryDebt: Banking and PSU
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.19
3 Year Return 7.52
5 Year Return 7.21
10 Year Return 6.93
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.26
3 Year Return 8.2
5 Year Return 7.07
10 Year Return 7.91
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.94
3 Year Return 20.88
5 Year Return 26.96
10 Year Return 15.47
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.28
3 Year Return 15.29
5 Year Return 14.74
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.47
3 Year Return 12.76
5 Year Return 15.25
10 Year Return 8.53

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 9.19
3 Year Return 7.52
5 Year Return 7.21
10 Year Return 6.93
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.26
3 Year Return 8.2
5 Year Return 7.07
10 Year Return 7.91
CategoryDebt: Short Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.54
3 Year Return 9.83
5 Year Return 10.25
10 Year Return 5.82
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.9
3 Year Return 12.26
5 Year Return - -
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.47
3 Year Return 12.76
5 Year Return 15.25
10 Year Return 8.53