Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 3.95
3 Year Return 21.92
5 Year Return 19.63
10 Year Return 13.95
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.02
3 Year Return 24.21
5 Year Return 24.24
10 Year Return 16.38
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.61
3 Year Return 23.07
5 Year Return 29.63
10 Year Return 18.29
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -0.84
3 Year Return 28.57
5 Year Return 31.41
10 Year Return - -
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -5.69
3 Year Return 19.85
5 Year Return 21.61
10 Year Return 12.85

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

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 3.95
3 Year Return 21.92
5 Year Return 19.63
10 Year Return 13.95
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.02
3 Year Return 24.21
5 Year Return 24.24
10 Year Return 16.38
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.78
3 Year Return 18.94
5 Year Return 24.38
10 Year Return 14.84
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -5.69
3 Year Return 19.85
5 Year Return 21.61
10 Year Return 12.85
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.01
3 Year Return 18.09
5 Year Return 23.42
10 Year Return 14.4

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 8.24
3 Year Return 7.73
5 Year Return 6.54
10 Year Return 7.53
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.02
3 Year Return 24.21
5 Year Return 24.24
10 Year Return 16.38
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.78
3 Year Return 18.94
5 Year Return 24.38
10 Year Return 14.84
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -5.69
3 Year Return 19.85
5 Year Return 21.61
10 Year Return 12.85
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.28
3 Year Return 10.72
5 Year Return 11.73
10 Year Return 9.19

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

CategoryDebt: Banking and PSU
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.81
3 Year Return 7.31
5 Year Return 6.13
10 Year Return 7.42
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.24
3 Year Return 7.73
5 Year Return 6.54
10 Year Return 7.53
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -5.69
3 Year Return 19.85
5 Year Return 21.61
10 Year Return 12.85
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.01
3 Year Return 18.09
5 Year Return 23.42
10 Year Return 14.4
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.28
3 Year Return 10.72
5 Year Return 11.73
10 Year Return 9.19

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 7.81
3 Year Return 7.31
5 Year Return 6.13
10 Year Return 7.42
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.24
3 Year Return 7.73
5 Year Return 6.54
10 Year Return 7.53
CategoryDebt: Short Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.45
3 Year Return 9.71
5 Year Return 10.16
10 Year Return 5.68
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.44
3 Year Return 10.85
5 Year Return - -
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.28
3 Year Return 10.72
5 Year Return 11.73
10 Year Return 9.19