Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 13.2
3 Year Return 21.81
5 Year Return 26.54
10 Year Return 16.66
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.97
3 Year Return 27.07
5 Year Return 25.98
10 Year Return - -
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 16.03
3 Year Return 27.89
5 Year Return 26.75
10 Year Return 18.64
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.99
3 Year Return 31.37
5 Year Return 29.19
10 Year Return - -
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 13.39
3 Year Return 19.33
5 Year Return 24.58
10 Year Return 16.2

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

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 13.2
3 Year Return 21.81
5 Year Return 26.54
10 Year Return 16.66
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.97
3 Year Return 27.07
5 Year Return 25.98
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.78
3 Year Return 19.23
5 Year Return 22.61
10 Year Return 14.97
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 13.39
3 Year Return 19.33
5 Year Return 24.58
10 Year Return 16.2
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.5
3 Year Return 14.41
5 Year Return 13.56
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 7.94
3 Year Return 7.86
5 Year Return 6.32
10 Year Return 7.68
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.97
3 Year Return 27.07
5 Year Return 25.98
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.78
3 Year Return 19.23
5 Year Return 22.61
10 Year Return 14.97
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 13.39
3 Year Return 19.33
5 Year Return 24.58
10 Year Return 16.2
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.7
3 Year Return 12.01
5 Year Return 11.28
10 Year Return 9.62

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

CategoryDebt: Banking and PSU
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.7
3 Year Return 7.48
5 Year Return 5.89
10 Year Return 7.46
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.94
3 Year Return 7.86
5 Year Return 6.32
10 Year Return 7.68
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 13.39
3 Year Return 19.33
5 Year Return 24.58
10 Year Return 16.2
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.5
3 Year Return 14.41
5 Year Return 13.56
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.7
3 Year Return 12.01
5 Year Return 11.28
10 Year Return 9.62

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 7.7
3 Year Return 7.48
5 Year Return 5.89
10 Year Return 7.46
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.94
3 Year Return 7.86
5 Year Return 6.32
10 Year Return 7.68
CategoryDebt: Short Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.43
3 Year Return 7.44
5 Year Return 10.11
10 Year Return 5.6
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.83
3 Year Return 11.54
5 Year Return - -
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.7
3 Year Return 12.01
5 Year Return 11.28
10 Year Return 9.62