Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 30.79 130,866
3 Year Return 12.38 144,079
5 Year Return 16.31 210,256
10 Year Return 16.44 460,737
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 55.66 156,227
3 Year Return 30.01 222,348
5 Year Return 26.35 319,741
10 Year Return 22.74 773,777
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 55.56 155,707
3 Year Return 36.42 256,817
5 Year Return 32.15 399,418
10 Year Return 28.47 1,219,141
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 36.19 136,354
3 Year Return 24.62 195,442
5 Year Return 22.02 267,341
10 Year Return 18.26 536,813

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

CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 30.79 130,866
3 Year Return 12.38 144,079
5 Year Return 16.31 210,256
10 Year Return 16.44 460,737
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 40.9 141,215
3 Year Return 20.03 176,193
5 Year Return 20.81 253,980
10 Year Return 18.39 544,217
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 37.52 138,007
3 Year Return 22.31 186,615
5 Year Return 19.2 237,718
10 Year Return 17.84 518,402
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 21.83 122,203
3 Year Return 13.6 149,422
5 Year Return 17.15 218,171
10 Year Return 15.93 441,111
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 21.95 122,268
3 Year Return 12.33 143,580
5 Year Return 14.73 197,319
10 Year Return 14.9 399,843

Moderate = Equity Funds 40% | Balanced Funds 50% | Equity Savings Fund 10%

CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 28.24 128,713
3 Year Return 15.93 158,739
5 Year Return 16.83 215,113
10 Year Return 15.5 425,593
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 21.83 122,203
3 Year Return 13.6 149,422
5 Year Return 17.15 218,171
10 Year Return 15.93 441,111
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 36.19 136,354
3 Year Return 24.62 195,442
5 Year Return 22.02 267,341
10 Year Return 18.26 536,813

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

CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 36.19 136,354
3 Year Return 24.62 195,442
5 Year Return 22.02 267,341
10 Year Return 18.26 536,813
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 21.95 122,268
3 Year Return 12.33 143,580
5 Year Return 14.73 197,319
10 Year Return 14.9 399,843
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 21.14 121,523
3 Year Return 13.91 149,872
5 Year Return 14.72 197,399
10 Year Return 14.08 374,684
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 17.77 118,018
3 Year Return 11.51 139,709
5 Year Return 11.19 169,064
10 Year Return 10.3 266,574

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

CategoryDebt: Dynamic Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.83 107,749
3 Year Return 5.82 118,739
5 Year Return 7.75 145,098
10 Year Return 9.04 237,321
CategoryDebt: Dynamic Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.38 107,350
3 Year Return 9.81 132,765
5 Year Return 6.49 136,912
10 Year Return 7.45 204,773
CategoryDebt: Medium Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.82 107,838
3 Year Return 5.86 118,882
5 Year Return 6.82 139,026
10 Year Return 8.11 217,741
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.03 110,160
3 Year Return 8.05 127,100
5 Year Return 9.06 154,138
10 Year Return 10.16 262,104
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 13.2 113,342
3 Year Return 8.7 129,494
5 Year Return 9.74 159,073
10 Year Return 10.72 275,915