Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 17.78
3 Year Return 27.04
5 Year Return 31.31
10 Year Return 15.55
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 16.98
3 Year Return 29.37
5 Year Return 29.89
10 Year Return - -
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 20.36
3 Year Return 28.42
5 Year Return 33.47
10 Year Return 17.75
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.96
3 Year Return 29.54
5 Year Return 30.22
10 Year Return - -
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.21
3 Year Return 21.26
5 Year Return 27.12
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 17.78
3 Year Return 27.04
5 Year Return 31.31
10 Year Return 15.55
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 16.98
3 Year Return 29.37
5 Year Return 29.89
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.36
3 Year Return 23.62
5 Year Return 27.73
10 Year Return 14.07
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.21
3 Year Return 21.26
5 Year Return 27.12
10 Year Return 15.52
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 14.87
3 Year Return 15.77
5 Year Return 14.65
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 9.92
3 Year Return 8.03
5 Year Return 7.12
10 Year Return 7.89
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 16.98
3 Year Return 29.37
5 Year Return 29.89
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.36
3 Year Return 23.62
5 Year Return 27.73
10 Year Return 14.07
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.21
3 Year Return 21.26
5 Year Return 27.12
10 Year Return 15.52
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.9
3 Year Return 12.8
5 Year Return 15.21
10 Year Return 8.5

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

CategoryDebt: Banking and PSU
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.8
3 Year Return 7.34
5 Year Return 7.24
10 Year Return 6.9
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.92
3 Year Return 8.03
5 Year Return 7.12
10 Year Return 7.89
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.21
3 Year Return 21.26
5 Year Return 27.12
10 Year Return 15.52
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 14.87
3 Year Return 15.77
5 Year Return 14.65
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.9
3 Year Return 12.8
5 Year Return 15.21
10 Year Return 8.5

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 8.8
3 Year Return 7.34
5 Year Return 7.24
10 Year Return 6.9
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.92
3 Year Return 8.03
5 Year Return 7.12
10 Year Return 7.89
CategoryDebt: Short Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.24
3 Year Return 9.67
5 Year Return 10.28
10 Year Return 5.81
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.87
3 Year Return 12.37
5 Year Return - -
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.9
3 Year Return 12.8
5 Year Return 15.21
10 Year Return 8.5