Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.73
3 Year Return 28.03
5 Year Return 30.67
10 Year Return 15.79
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 13.73
3 Year Return 34.46
5 Year Return 30.42
10 Year Return - -
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.63
3 Year Return 32.23
5 Year Return 33.8
10 Year Return 18.23
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.28
3 Year Return 33.3
5 Year Return 29.15
10 Year Return - -
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.17
3 Year Return 22.94
5 Year Return 26.38
10 Year Return 15.79

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

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.73
3 Year Return 28.03
5 Year Return 30.67
10 Year Return 15.79
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 13.73
3 Year Return 34.46
5 Year Return 30.42
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.62
3 Year Return 25.76
5 Year Return 27.19
10 Year Return 14.42
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.17
3 Year Return 22.94
5 Year Return 26.38
10 Year Return 15.79
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.49
3 Year Return 16.44
5 Year Return 14.33
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 9.68
3 Year Return 8.21
5 Year Return 6.87
10 Year Return 7.87
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 13.73
3 Year Return 34.46
5 Year Return 30.42
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.62
3 Year Return 25.76
5 Year Return 27.19
10 Year Return 14.42
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.17
3 Year Return 22.94
5 Year Return 26.38
10 Year Return 15.79
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 3.1
3 Year Return 13.47
5 Year Return 14.71
10 Year Return 8.61

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

CategoryDebt: Banking and PSU
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.18
3 Year Return 7.75
5 Year Return 7.18
10 Year Return 6.9
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.68
3 Year Return 8.21
5 Year Return 6.87
10 Year Return 7.87
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.17
3 Year Return 22.94
5 Year Return 26.38
10 Year Return 15.79
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.49
3 Year Return 16.44
5 Year Return 14.33
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 3.1
3 Year Return 13.47
5 Year Return 14.71
10 Year Return 8.61

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 9.18
3 Year Return 7.75
5 Year Return 7.18
10 Year Return 6.9
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.68
3 Year Return 8.21
5 Year Return 6.87
10 Year Return 7.87
CategoryDebt: Short Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.36
3 Year Return 9.92
5 Year Return 10.22
10 Year Return 5.82
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.5
3 Year Return 12.68
5 Year Return - -
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 3.1
3 Year Return 13.47
5 Year Return 14.71
10 Year Return 8.61