Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.04
3 Year Return 26.23
5 Year Return 29.27
10 Year Return 15.6
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.62
3 Year Return 31.93
5 Year Return 29.46
10 Year Return - -
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.13
3 Year Return 29.78
5 Year Return 32.85
10 Year Return 17.98
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 1.83
3 Year Return 31.53
5 Year Return 27.99
10 Year Return - -
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.55
3 Year Return 21.94
5 Year Return 25.72
10 Year Return 15.65

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

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.04
3 Year Return 26.23
5 Year Return 29.27
10 Year Return 15.6
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.62
3 Year Return 31.93
5 Year Return 29.46
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.42
3 Year Return 23.25
5 Year Return 25.9
10 Year Return 14.16
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.55
3 Year Return 21.94
5 Year Return 25.72
10 Year Return 15.65
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.26
3 Year Return 15.74
5 Year Return 13.68
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 9.38
3 Year Return 8.02
5 Year Return 6.53
10 Year Return 7.83
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.62
3 Year Return 31.93
5 Year Return 29.46
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.42
3 Year Return 23.25
5 Year Return 25.9
10 Year Return 14.16
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.55
3 Year Return 21.94
5 Year Return 25.72
10 Year Return 15.65
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.56
3 Year Return 13.27
5 Year Return 13.92
10 Year Return 8.65

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

CategoryDebt: Banking and PSU
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.07
3 Year Return 7.45
5 Year Return 7.0
10 Year Return 6.89
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.38
3 Year Return 8.02
5 Year Return 6.53
10 Year Return 7.83
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.55
3 Year Return 21.94
5 Year Return 25.72
10 Year Return 15.65
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.26
3 Year Return 15.74
5 Year Return 13.68
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.56
3 Year Return 13.27
5 Year Return 13.92
10 Year Return 8.65

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 9.07
3 Year Return 7.45
5 Year Return 7.0
10 Year Return 6.89
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.38
3 Year Return 8.02
5 Year Return 6.53
10 Year Return 7.83
CategoryDebt: Short Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.24
3 Year Return 9.84
5 Year Return 10.12
10 Year Return 5.78
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.0
3 Year Return 12.04
5 Year Return - -
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.56
3 Year Return 13.27
5 Year Return 13.92
10 Year Return 8.65