Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.93
3 Year Return 21.14
5 Year Return 20.22
10 Year Return 14.88
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.29
3 Year Return 20.07
5 Year Return 19.8
10 Year Return - -
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.96
3 Year Return 20.24
5 Year Return - -
10 Year Return - -
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.88
3 Year Return 21.95
5 Year Return 23.97
10 Year Return - -
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.06
3 Year Return 16.93
5 Year Return 20.74
10 Year Return 14.23

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

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.93
3 Year Return 21.14
5 Year Return 20.22
10 Year Return 14.88
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.29
3 Year Return 20.07
5 Year Return 19.8
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.32
3 Year Return 17.67
5 Year Return 17.84
10 Year Return 12.44
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.06
3 Year Return 16.93
5 Year Return 20.74
10 Year Return 14.23
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.23
3 Year Return 19.46
5 Year Return 19.02
10 Year Return 12.88

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 8.2
3 Year Return 6.78
5 Year Return 6.97
10 Year Return 7.73
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.29
3 Year Return 20.07
5 Year Return 19.8
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.32
3 Year Return 17.67
5 Year Return 17.84
10 Year Return 12.44
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.06
3 Year Return 16.93
5 Year Return 20.74
10 Year Return 14.23
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.06
3 Year Return 10.48
5 Year Return 11.22
10 Year Return 8.04

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

CategoryDebt: Banking and PSU
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.44
3 Year Return 8.32
5 Year Return 7.04
10 Year Return 6.79
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.2
3 Year Return 6.78
5 Year Return 6.97
10 Year Return 7.73
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.06
3 Year Return 16.93
5 Year Return 20.74
10 Year Return 14.23
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.23
3 Year Return 19.46
5 Year Return 19.02
10 Year Return 12.88
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.06
3 Year Return 10.48
5 Year Return 11.22
10 Year Return 8.04

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 7.44
3 Year Return 8.32
5 Year Return 7.04
10 Year Return 6.79
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.2
3 Year Return 6.78
5 Year Return 6.97
10 Year Return 7.73
CategoryDebt: Short Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.82
3 Year Return 6.31
5 Year Return 6.25
10 Year Return 7.13
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.92
3 Year Return 10.76
5 Year Return - -
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.06
3 Year Return 10.48
5 Year Return 11.22
10 Year Return 8.04