Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -15.38 85,634
3 Year Return 9.74 133,755
5 Year Return 6.48 137,951
10 Year Return 13.73 364,068
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.19 109,038
3 Year Return 21.78 183,927
5 Year Return 12.32 179,373
10 Year Return 18.51 552,032
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 3.1 103,563
3 Year Return 30.21 225,373
5 Year Return 15.12 202,230
10 Year Return 24.36 888,886
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.23 105,843
3 Year Return 20.03 176,541
5 Year Return 13.04 184,811
10 Year Return 15.43 422,403

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

CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -15.38 85,634
3 Year Return 9.74 133,755
5 Year Return 6.48 137,951
10 Year Return 13.73 364,068
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -0.86 99,967
3 Year Return 14.4 152,147
5 Year Return 10.13 162,997
10 Year Return 14.69 396,182
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.25 106,114
3 Year Return 15.48 159,370
5 Year Return 10.33 164,109
10 Year Return 14.11 374,680
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 1.9 102,907
3 Year Return 14.76 155,404
5 Year Return 10.46 165,680
10 Year Return 14.08 374,346
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -0.9 99,670
3 Year Return 11.13 138,328
5 Year Return 9.87 160,774
10 Year Return 13.36 352,616

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 -1.29 99,718
3 Year Return 14.1 152,226
5 Year Return 9.23 156,330
10 Year Return 13.0 340,715
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 1.9 102,907
3 Year Return 14.76 155,404
5 Year Return 10.46 165,680
10 Year Return 14.08 374,346
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.23 105,843
3 Year Return 20.03 176,541
5 Year Return 13.04 184,811
10 Year Return 15.43 422,403

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

CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.23 105,843
3 Year Return 20.03 176,541
5 Year Return 13.04 184,811
10 Year Return 15.43 422,403
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -0.9 99,670
3 Year Return 11.13 138,328
5 Year Return 9.87 160,774
10 Year Return 13.36 352,616
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.56 103,299
3 Year Return 13.22 147,443
5 Year Return 8.73 152,584
10 Year Return 12.47 324,618
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.97 103,335
3 Year Return 10.22 135,583
5 Year Return 7.44 143,644
10 Year Return 9.14 239,925

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 6.03 106,083
3 Year Return 6.8 121,043
5 Year Return 7.49 143,533
10 Year Return 9.25 242,035
CategoryDebt: Dynamic Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.4 111,382
3 Year Return 9.81 131,629
5 Year Return 5.69 131,870
10 Year Return 7.44 205,141
CategoryDebt: Medium Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.72 104,719
3 Year Return 6.43 120,184
5 Year Return 6.71 138,303
10 Year Return 7.8 212,111
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.67 104,922
3 Year Return 9.6 131,765
5 Year Return 6.67 138,397
10 Year Return 9.68 252,731
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 3.78 104,039
3 Year Return 8.32 127,169
5 Year Return 8.16 148,403
10 Year Return 9.72 253,486