Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 21.55
3 Year Return 22.56
5 Year Return 22.68
10 Year Return 15.93
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 27.64
3 Year Return 21.92
5 Year Return 23.29
10 Year Return - -
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 17.17
3 Year Return 20.96
5 Year Return - -
10 Year Return - -
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 23.86
3 Year Return 21.81
5 Year Return 28.23
10 Year Return - -
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 13.23
3 Year Return 17.03
5 Year Return 20.37
10 Year Return 14.38

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

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 21.55
3 Year Return 22.56
5 Year Return 22.68
10 Year Return 15.93
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 27.64
3 Year Return 21.92
5 Year Return 23.29
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.27
3 Year Return 17.89
5 Year Return 18.24
10 Year Return 12.98
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 13.23
3 Year Return 17.03
5 Year Return 20.37
10 Year Return 14.38
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.86
3 Year Return 19.99
5 Year Return 19.38
10 Year Return 12.95

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 8.52
3 Year Return 6.72
5 Year Return 7.11
10 Year Return 7.73
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 27.64
3 Year Return 21.92
5 Year Return 23.29
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.27
3 Year Return 17.89
5 Year Return 18.24
10 Year Return 12.98
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 13.23
3 Year Return 17.03
5 Year Return 20.37
10 Year Return 14.38
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 17.12
3 Year Return 11.96
5 Year Return 12.29
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 7.63
3 Year Return 8.28
5 Year Return 7.23
10 Year Return 6.81
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.52
3 Year Return 6.72
5 Year Return 7.11
10 Year Return 7.73
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 13.23
3 Year Return 17.03
5 Year Return 20.37
10 Year Return 14.38
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.86
3 Year Return 19.99
5 Year Return 19.38
10 Year Return 12.95
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 17.12
3 Year Return 11.96
5 Year Return 12.29
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 7.63
3 Year Return 8.28
5 Year Return 7.23
10 Year Return 6.81
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.52
3 Year Return 6.72
5 Year Return 7.11
10 Year Return 7.73
CategoryDebt: Short Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.98
3 Year Return 6.22
5 Year Return 6.38
10 Year Return 7.12
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.72
3 Year Return 11.21
5 Year Return - -
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 17.12
3 Year Return 11.96
5 Year Return 12.29
10 Year Return 8.65