Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.87
3 Year Return 22.67
5 Year Return 29.52
10 Year Return 16.51
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.98
3 Year Return 28.16
5 Year Return 28.64
10 Year Return - -
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 14.96
3 Year Return 28.12
5 Year Return 28.54
10 Year Return 18.4
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.31
3 Year Return 31.25
5 Year Return 31.08
10 Year Return - -
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.79
3 Year Return 19.5
5 Year Return 26.64
10 Year Return 16.07

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

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.87
3 Year Return 22.67
5 Year Return 29.52
10 Year Return 16.51
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.98
3 Year Return 28.16
5 Year Return 28.64
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.08
3 Year Return 19.96
5 Year Return 25.43
10 Year Return 14.87
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.79
3 Year Return 19.5
5 Year Return 26.64
10 Year Return 16.07
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.85
3 Year Return 14.54
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 7.74
3 Year Return 7.88
5 Year Return 6.35
10 Year Return 7.66
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.98
3 Year Return 28.16
5 Year Return 28.64
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.08
3 Year Return 19.96
5 Year Return 25.43
10 Year Return 14.87
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.79
3 Year Return 19.5
5 Year Return 26.64
10 Year Return 16.07
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.82
3 Year Return 11.81
5 Year Return 11.74
10 Year Return 9.46

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

CategoryDebt: Banking and PSU
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.67
3 Year Return 7.74
5 Year Return 5.83
10 Year Return 7.46
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.74
3 Year Return 7.88
5 Year Return 6.35
10 Year Return 7.66
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.79
3 Year Return 19.5
5 Year Return 26.64
10 Year Return 16.07
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.85
3 Year Return 14.54
5 Year Return 14.53
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.82
3 Year Return 11.81
5 Year Return 11.74
10 Year Return 9.46

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 7.67
3 Year Return 7.74
5 Year Return 5.83
10 Year Return 7.46
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.74
3 Year Return 7.88
5 Year Return 6.35
10 Year Return 7.66
CategoryDebt: Short Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.33
3 Year Return 9.96
5 Year Return 10.08
10 Year Return 5.6
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.37
3 Year Return 11.71
5 Year Return - -
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.82
3 Year Return 11.81
5 Year Return 11.74
10 Year Return 9.46