Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 37.17 136,048
3 Year Return 14.17 147,548
5 Year Return 17.81 227,598
10 Year Return 15.02 403,496
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 52.38 151,844
3 Year Return 29.83 217,214
5 Year Return 28.33 351,015
10 Year Return 20.74 660,630
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 57.26 156,702
3 Year Return 33.17 233,013
5 Year Return 35.59 460,648
10 Year Return 25.32 958,595
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 39.13 138,506
3 Year Return 25.05 193,270
5 Year Return 22.14 271,794
10 Year Return 16.99 481,487

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

CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 37.17 136,048
3 Year Return 14.17 147,548
5 Year Return 17.81 227,598
10 Year Return 15.02 403,496
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 52.25 151,439
3 Year Return 21.44 177,526
5 Year Return 22.91 281,634
10 Year Return 17.87 516,782
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 40.52 139,711
3 Year Return 25.74 196,559
5 Year Return 20.19 251,806
10 Year Return 16.38 458,151
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 26.76 125,632
3 Year Return 17.21 159,412
5 Year Return 17.6 225,165
10 Year Return 14.9 401,879
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 26.97 126,172
3 Year Return 14.11 147,678
5 Year Return 15.2 202,257
10 Year Return 13.75 364,112

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 33.68 132,690
3 Year Return 18.51 164,607
5 Year Return 17.93 227,998
10 Year Return 14.29 380,161
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 26.76 125,632
3 Year Return 17.21 159,412
5 Year Return 17.6 225,165
10 Year Return 14.9 401,879
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 39.13 138,506
3 Year Return 25.05 193,270
5 Year Return 22.14 271,794
10 Year Return 16.99 481,487

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

CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 39.13 138,506
3 Year Return 25.05 193,270
5 Year Return 22.14 271,794
10 Year Return 16.99 481,487
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 26.97 126,172
3 Year Return 14.11 147,678
5 Year Return 15.2 202,257
10 Year Return 13.75 364,112
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 24.96 124,260
3 Year Return 15.7 153,731
5 Year Return 14.95 200,451
10 Year Return 12.55 327,144
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 18.18 117,924
3 Year Return 11.11 136,620
5 Year Return 11.2 169,824
10 Year Return 9.82 254,510

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 7.54 107,406
3 Year Return 6.18 119,623
5 Year Return 7.18 141,197
10 Year Return 8.59 228,235
CategoryDebt: Dynamic Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.26 107,053
3 Year Return 10.51 134,879
5 Year Return 7.65 144,125
10 Year Return 7.1 198,790
CategoryDebt: Medium Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.58 107,413
3 Year Return 6.13 119,413
5 Year Return 7.07 140,509
10 Year Return 7.92 214,805
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.81 111,529
3 Year Return 8.88 128,642
5 Year Return 9.24 155,616
10 Year Return 9.52 248,693
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 14.28 114,045
3 Year Return 10.07 132,989
5 Year Return 10.02 161,143
10 Year Return 10.12 262,905