Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.28
3 Year Return 20.47
5 Year Return 24.16
10 Year Return 16.76
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -6.17
3 Year Return 23.1
5 Year Return 23.31
10 Year Return - -
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 3.88
3 Year Return 25.55
5 Year Return 24.69
10 Year Return 18.45
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -6.23
3 Year Return 28.18
5 Year Return 26.42
10 Year Return - -
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.98
3 Year Return 18.55
5 Year Return 22.19
10 Year Return 16.27

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

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.28
3 Year Return 20.47
5 Year Return 24.16
10 Year Return 16.76
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -6.17
3 Year Return 23.1
5 Year Return 23.31
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 3.6
3 Year Return 18.03
5 Year Return 20.73
10 Year Return 15.02
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.98
3 Year Return 18.55
5 Year Return 22.19
10 Year Return 16.27
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.93
3 Year Return 13.08
5 Year Return 12.34
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 7.17
3 Year Return 7.7
5 Year Return 6.23
10 Year Return 7.63
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -6.17
3 Year Return 23.1
5 Year Return 23.31
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 3.6
3 Year Return 18.03
5 Year Return 20.73
10 Year Return 15.02
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.98
3 Year Return 18.55
5 Year Return 22.19
10 Year Return 16.27
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.93
3 Year Return 11.24
5 Year Return 10.67
10 Year Return 9.57

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

CategoryDebt: Banking and PSU
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.19
3 Year Return 7.32
5 Year Return 5.86
10 Year Return 7.45
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.17
3 Year Return 7.7
5 Year Return 6.23
10 Year Return 7.63
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.98
3 Year Return 18.55
5 Year Return 22.19
10 Year Return 16.27
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.93
3 Year Return 13.08
5 Year Return 12.34
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.93
3 Year Return 11.24
5 Year Return 10.67
10 Year Return 9.57

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 7.19
3 Year Return 7.32
5 Year Return 5.86
10 Year Return 7.45
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.17
3 Year Return 7.7
5 Year Return 6.23
10 Year Return 7.63
CategoryDebt: Short Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.99
3 Year Return 7.33
5 Year Return 10.09
10 Year Return 5.59
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.97
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 4.93
3 Year Return 11.24
5 Year Return 10.67
10 Year Return 9.57