Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.49
3 Year Return 22.86
5 Year Return 19.48
10 Year Return 12.83
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 13.51
3 Year Return 25.97
5 Year Return 24.66
10 Year Return 15.78
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.0
3 Year Return 25.12
5 Year Return 29.47
10 Year Return 17.36
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 1.88
3 Year Return 29.9
5 Year Return 31.11
10 Year Return - -
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -6.44
3 Year Return 20.38
5 Year Return 21.15
10 Year Return 12.12

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

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.49
3 Year Return 22.86
5 Year Return 19.48
10 Year Return 12.83
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 13.51
3 Year Return 25.97
5 Year Return 24.66
10 Year Return 15.78
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.25
3 Year Return 19.81
5 Year Return 24.04
10 Year Return 13.99
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -6.44
3 Year Return 20.38
5 Year Return 21.15
10 Year Return 12.12
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 1.94
3 Year Return 19.02
5 Year Return 22.62
10 Year Return 13.69

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 8.41
3 Year Return 7.91
5 Year Return 6.49
10 Year Return 7.53
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 13.51
3 Year Return 25.97
5 Year Return 24.66
10 Year Return 15.78
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.25
3 Year Return 19.81
5 Year Return 24.04
10 Year Return 13.99
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -6.44
3 Year Return 20.38
5 Year Return 21.15
10 Year Return 12.12
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.84
3 Year Return 11.37
5 Year Return 11.88
10 Year Return 8.9

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

CategoryDebt: Banking and PSU
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.11
3 Year Return 7.43
5 Year Return 6.11
10 Year Return 7.44
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.41
3 Year Return 7.91
5 Year Return 6.49
10 Year Return 7.53
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -6.44
3 Year Return 20.38
5 Year Return 21.15
10 Year Return 12.12
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 1.94
3 Year Return 19.02
5 Year Return 22.62
10 Year Return 13.69
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.84
3 Year Return 11.37
5 Year Return 11.88
10 Year Return 8.9

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 8.11
3 Year Return 7.43
5 Year Return 6.11
10 Year Return 7.44
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.41
3 Year Return 7.91
5 Year Return 6.49
10 Year Return 7.53
CategoryDebt: Short Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.54
3 Year Return 9.69
5 Year Return 10.14
10 Year Return 5.68
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.89
3 Year Return 11.19
5 Year Return - -
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.84
3 Year Return 11.37
5 Year Return 11.88
10 Year Return 8.9