Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.69
3 Year Return 21.84
5 Year Return 28.23
10 Year Return 15.63
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 14.89
3 Year Return 24.31
5 Year Return 29.81
10 Year Return - -
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.79
3 Year Return 22.39
5 Year Return - -
10 Year Return - -
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 13.69
3 Year Return 21.52
5 Year Return 34.67
10 Year Return - -
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.25
3 Year Return 18.03
5 Year Return 28.5
10 Year Return 15.11

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

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.69
3 Year Return 21.84
5 Year Return 28.23
10 Year Return 15.63
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 14.89
3 Year Return 24.31
5 Year Return 29.81
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.38
3 Year Return 19.07
5 Year Return 28.39
10 Year Return 13.37
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.25
3 Year Return 18.03
5 Year Return 28.5
10 Year Return 15.11
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.38
3 Year Return 20.03
5 Year Return 27.08
10 Year Return 13.64

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 8.72
3 Year Return 7.0
5 Year Return 7.15
10 Year Return 7.78
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 14.89
3 Year Return 24.31
5 Year Return 29.81
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.38
3 Year Return 19.07
5 Year Return 28.39
10 Year Return 13.37
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.25
3 Year Return 18.03
5 Year Return 28.5
10 Year Return 15.11
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.21
3 Year Return 10.39
5 Year Return 15.03
10 Year Return 8.2

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

CategoryDebt: Banking and PSU
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.76
3 Year Return 8.56
5 Year Return 7.26
10 Year Return 6.82
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.72
3 Year Return 7.0
5 Year Return 7.15
10 Year Return 7.78
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.25
3 Year Return 18.03
5 Year Return 28.5
10 Year Return 15.11
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.38
3 Year Return 20.03
5 Year Return 27.08
10 Year Return 13.64
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.21
3 Year Return 10.39
5 Year Return 15.03
10 Year Return 8.2

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 7.76
3 Year Return 8.56
5 Year Return 7.26
10 Year Return 6.82
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.72
3 Year Return 7.0
5 Year Return 7.15
10 Year Return 7.78
CategoryDebt: Short Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.27
3 Year Return 6.57
5 Year Return 6.42
10 Year Return 7.19
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.97
3 Year Return 10.98
5 Year Return - -
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.21
3 Year Return 10.39
5 Year Return 15.03
10 Year Return 8.2