Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 1.97
3 Year Return 22.02
5 Year Return 13.89
10 Year Return 13.69
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.65
3 Year Return 22.83
5 Year Return 17.85
10 Year Return 16.4
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.3
3 Year Return 25.11
5 Year Return - -
10 Year Return - -
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.7
3 Year Return 29.07
5 Year Return 24.26
10 Year Return - -
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.49
3 Year Return 18.66
5 Year Return 20.39
10 Year Return 16.64

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

CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.65
3 Year Return 22.83
5 Year Return 17.85
10 Year Return 16.4
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.25
3 Year Return 18.32
5 Year Return 18.42
10 Year Return 15.49
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.81
3 Year Return 17.31
5 Year Return 18.46
10 Year Return 15.25

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 7.61
3 Year Return 7.6
5 Year Return 5.41
10 Year Return 5.99
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.16
3 Year Return 11.37
5 Year Return 10.23
10 Year Return 9.63

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

CategoryDebt: Banking and PSU
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.07
3 Year Return 7.23
5 Year Return 5.58
10 Year Return 6.53
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.81
3 Year Return 17.31
5 Year Return 18.46
10 Year Return 15.25

Conservative = Income Funds 50% | Hybrid Debt Funds (MIP) 30% | Equity Savings Fund 20%

CategoryDebt: Short Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.57
3 Year Return 7.39
5 Year Return 5.99
10 Year Return 7.1
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.86
3 Year Return 10.86
5 Year Return - -
10 Year Return - -