Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 16.15
3 Year Return 23.71
5 Year Return 22.11
10 Year Return 16.22
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 21.95
3 Year Return 21.24
5 Year Return 21.77
10 Year Return - -
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.59
3 Year Return 21.62
5 Year Return - -
10 Year Return - -
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 17.13
3 Year Return 22.49
5 Year Return 26.74
10 Year Return - -
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.58
3 Year Return 17.47
5 Year Return 21.02
10 Year Return 14.77

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

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 16.15
3 Year Return 23.71
5 Year Return 22.11
10 Year Return 16.22
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 21.95
3 Year Return 21.24
5 Year Return 21.77
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.4
3 Year Return 18.6
5 Year Return 18.53
10 Year Return 13.22
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.58
3 Year Return 17.47
5 Year Return 21.02
10 Year Return 14.77
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.16
3 Year Return 19.6
5 Year Return 19.46
10 Year Return 13.34

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 8.33
3 Year Return 6.9
5 Year Return 7.0
10 Year Return 7.74
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 21.95
3 Year Return 21.24
5 Year Return 21.77
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.4
3 Year Return 18.6
5 Year Return 18.53
10 Year Return 13.22
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.58
3 Year Return 17.47
5 Year Return 21.02
10 Year Return 14.77
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.63
3 Year Return 11.42
5 Year Return 11.81
10 Year Return 8.48

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

CategoryDebt: Banking and PSU
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.58
3 Year Return 8.45
5 Year Return 7.08
10 Year Return 6.81
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.33
3 Year Return 6.9
5 Year Return 7.0
10 Year Return 7.74
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.58
3 Year Return 17.47
5 Year Return 21.02
10 Year Return 14.77
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.16
3 Year Return 19.6
5 Year Return 19.46
10 Year Return 13.34
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.63
3 Year Return 11.42
5 Year Return 11.81
10 Year Return 8.48

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 7.58
3 Year Return 8.45
5 Year Return 7.08
10 Year Return 6.81
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.33
3 Year Return 6.9
5 Year Return 7.0
10 Year Return 7.74
CategoryDebt: Short Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.91
3 Year Return 6.39
5 Year Return 6.26
10 Year Return 7.13
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.75
3 Year Return 11.18
5 Year Return - -
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.63
3 Year Return 11.42
5 Year Return 11.81
10 Year Return 8.48