Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.75
3 Year Return 18.78
5 Year Return - -
10 Year Return - -
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.36
3 Year Return 18.63
5 Year Return 16.48
10 Year Return 15.19
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 16.97
3 Year Return 22.65
5 Year Return - -
10 Year Return - -
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 20.44
3 Year Return 24.85
5 Year Return 17.33
10 Year Return - -
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 14.49
3 Year Return 17.45
5 Year Return 14.75
10 Year Return 15.37

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

CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.36
3 Year Return 18.63
5 Year Return 16.48
10 Year Return 15.19
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 0.23
3 Year Return 12.51
5 Year Return 12.25
10 Year Return 13.23
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 3.1
3 Year Return 12.99
5 Year Return 14.92
10 Year Return 13.4

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 6.12
3 Year Return 7.68
5 Year Return 5.96
10 Year Return 5.73
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.99
3 Year Return 10.67
5 Year Return 8.79
10 Year Return 9.09

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

CategoryDebt: Banking and PSU
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.89
3 Year Return 7.23
5 Year Return 6.29
10 Year Return 7.11
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 3.1
3 Year Return 12.99
5 Year Return 14.92
10 Year Return 13.4

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

CategoryDebt: Short Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.86
3 Year Return 7.41
5 Year Return 6.29
10 Year Return 6.91
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.79
3 Year Return 10.36
5 Year Return 9.62
10 Year Return - -