Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.59
3 Year Return 22.9
5 Year Return 29.68
10 Year Return 16.5
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.17
3 Year Return 28.27
5 Year Return 28.64
10 Year Return - -
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 15.43
3 Year Return 28.2
5 Year Return 28.63
10 Year Return 18.42
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.27
3 Year Return 31.51
5 Year Return 31.22
10 Year Return - -
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.15
3 Year Return 19.74
5 Year Return 26.77
10 Year Return 16.08

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

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.59
3 Year Return 22.9
5 Year Return 29.68
10 Year Return 16.5
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.17
3 Year Return 28.27
5 Year Return 28.64
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.26
3 Year Return 20.19
5 Year Return 25.54
10 Year Return 14.93
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.15
3 Year Return 19.74
5 Year Return 26.77
10 Year Return 16.08
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.09
3 Year Return 14.65
5 Year Return 14.53
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 7.91
3 Year Return 7.93
5 Year Return 6.37
10 Year Return 7.67
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.17
3 Year Return 28.27
5 Year Return 28.64
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.26
3 Year Return 20.19
5 Year Return 25.54
10 Year Return 14.93
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.15
3 Year Return 19.74
5 Year Return 26.77
10 Year Return 16.08
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.14
3 Year Return 11.88
5 Year Return 11.74
10 Year Return 9.48

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

CategoryDebt: Banking and PSU
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.8
3 Year Return 7.77
5 Year Return 5.85
10 Year Return 7.47
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.91
3 Year Return 7.93
5 Year Return 6.37
10 Year Return 7.67
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.15
3 Year Return 19.74
5 Year Return 26.77
10 Year Return 16.08
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.09
3 Year Return 14.65
5 Year Return 14.53
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.14
3 Year Return 11.88
5 Year Return 11.74
10 Year Return 9.48

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 7.8
3 Year Return 7.77
5 Year Return 5.85
10 Year Return 7.47
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.91
3 Year Return 7.93
5 Year Return 6.37
10 Year Return 7.67
CategoryDebt: Short Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.4
3 Year Return 9.99
5 Year Return 10.1
10 Year Return 5.6
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.59
3 Year Return 11.78
5 Year Return - -
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.14
3 Year Return 11.88
5 Year Return 11.74
10 Year Return 9.48