Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.42
3 Year Return 23.59
5 Year Return 19.62
10 Year Return 12.7
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.92
3 Year Return 25.26
5 Year Return 24.57
10 Year Return 15.11
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.86
3 Year Return 24.82
5 Year Return 30.85
10 Year Return 17.0
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.36
3 Year Return 30.32
5 Year Return 34.15
10 Year Return - -
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -5.83
3 Year Return 20.76
5 Year Return 21.63
10 Year Return 11.9

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

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.42
3 Year Return 23.59
5 Year Return 19.62
10 Year Return 12.7
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.92
3 Year Return 25.26
5 Year Return 24.57
10 Year Return 15.11
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -0.15
3 Year Return 19.74
5 Year Return 24.96
10 Year Return 13.62
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -5.83
3 Year Return 20.76
5 Year Return 21.63
10 Year Return 11.9
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -0.01
3 Year Return 19.36
5 Year Return 23.71
10 Year Return 13.59

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 8.87
3 Year Return 8.08
5 Year Return 6.49
10 Year Return 7.58
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.92
3 Year Return 25.26
5 Year Return 24.57
10 Year Return 15.11
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -0.15
3 Year Return 19.74
5 Year Return 24.96
10 Year Return 13.62
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -5.83
3 Year Return 20.76
5 Year Return 21.63
10 Year Return 11.9
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.03
3 Year Return 11.47
5 Year Return 12.13
10 Year Return 8.84

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

CategoryDebt: Banking and PSU
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.83
3 Year Return 7.63
5 Year Return 6.1
10 Year Return 7.51
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.87
3 Year Return 8.08
5 Year Return 6.49
10 Year Return 7.58
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -5.83
3 Year Return 20.76
5 Year Return 21.63
10 Year Return 11.9
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -0.01
3 Year Return 19.36
5 Year Return 23.71
10 Year Return 13.59
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.03
3 Year Return 11.47
5 Year Return 12.13
10 Year Return 8.84

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 8.83
3 Year Return 7.63
5 Year Return 6.1
10 Year Return 7.51
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.87
3 Year Return 8.08
5 Year Return 6.49
10 Year Return 7.58
CategoryDebt: Short Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.9
3 Year Return 9.75
5 Year Return 10.13
10 Year Return 5.74
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.24
3 Year Return 11.61
5 Year Return - -
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.03
3 Year Return 11.47
5 Year Return 12.13
10 Year Return 8.84