Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 15.91
3 Year Return 24.21
5 Year Return 31.66
10 Year Return 15.46
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.12
3 Year Return 25.99
5 Year Return 29.12
10 Year Return - -
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 15.43
3 Year Return 24.65
5 Year Return 32.95
10 Year Return 17.5
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.42
3 Year Return 24.89
5 Year Return 29.63
10 Year Return - -
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.64
3 Year Return 19.34
5 Year Return 27.46
10 Year Return 15.54

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

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 15.91
3 Year Return 24.21
5 Year Return 31.66
10 Year Return 15.46
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.12
3 Year Return 25.99
5 Year Return 29.12
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.29
3 Year Return 21.09
5 Year Return 27.81
10 Year Return 13.92
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.64
3 Year Return 19.34
5 Year Return 27.46
10 Year Return 15.54
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 13.57
3 Year Return 14.82
5 Year Return 14.43
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 9.71
3 Year Return 7.95
5 Year Return 7.06
10 Year Return 7.87
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.12
3 Year Return 25.99
5 Year Return 29.12
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.29
3 Year Return 21.09
5 Year Return 27.81
10 Year Return 13.92
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.64
3 Year Return 19.34
5 Year Return 27.46
10 Year Return 15.54
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.32
3 Year Return 11.85
5 Year Return 15.17
10 Year Return 8.41

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

CategoryDebt: Banking and PSU
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.6
3 Year Return 7.28
5 Year Return 7.21
10 Year Return 6.89
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.71
3 Year Return 7.95
5 Year Return 7.06
10 Year Return 7.87
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.64
3 Year Return 19.34
5 Year Return 27.46
10 Year Return 15.54
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 13.57
3 Year Return 14.82
5 Year Return 14.43
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.32
3 Year Return 11.85
5 Year Return 15.17
10 Year Return 8.41

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 8.6
3 Year Return 7.28
5 Year Return 7.21
10 Year Return 6.89
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.71
3 Year Return 7.95
5 Year Return 7.06
10 Year Return 7.87
CategoryDebt: Short Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.16
3 Year Return 9.6
5 Year Return 10.22
10 Year Return 5.81
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.61
3 Year Return 12.1
5 Year Return - -
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.32
3 Year Return 11.85
5 Year Return 15.17
10 Year Return 8.41