Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.55
3 Year Return 23.28
5 Year Return 28.63
10 Year Return 16.11
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 1.87
3 Year Return 28.26
5 Year Return 28.34
10 Year Return - -
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.06
3 Year Return 26.99
5 Year Return 27.81
10 Year Return 18.23
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -2.24
3 Year Return 28.61
5 Year Return 30.1
10 Year Return - -
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.41
3 Year Return 19.86
5 Year Return 25.89
10 Year Return 15.83

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

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.55
3 Year Return 23.28
5 Year Return 28.63
10 Year Return 16.11
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 1.87
3 Year Return 28.26
5 Year Return 28.34
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.95
3 Year Return 19.67
5 Year Return 24.42
10 Year Return 14.59
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.41
3 Year Return 19.86
5 Year Return 25.89
10 Year Return 15.83
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 3.84
3 Year Return 14.29
5 Year Return 13.81
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 7.84
3 Year Return 7.96
5 Year Return 6.44
10 Year Return 7.68
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 1.87
3 Year Return 28.26
5 Year Return 28.34
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.95
3 Year Return 19.67
5 Year Return 24.42
10 Year Return 14.59
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.41
3 Year Return 19.86
5 Year Return 25.89
10 Year Return 15.83
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.4
3 Year Return 12.07
5 Year Return 11.43
10 Year Return 9.4

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

CategoryDebt: Banking and PSU
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.61
3 Year Return 7.79
5 Year Return 6.01
10 Year Return 7.47
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.84
3 Year Return 7.96
5 Year Return 6.44
10 Year Return 7.68
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.41
3 Year Return 19.86
5 Year Return 25.89
10 Year Return 15.83
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 3.84
3 Year Return 14.29
5 Year Return 13.81
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.4
3 Year Return 12.07
5 Year Return 11.43
10 Year Return 9.4

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 7.61
3 Year Return 7.79
5 Year Return 6.01
10 Year Return 7.47
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.84
3 Year Return 7.96
5 Year Return 6.44
10 Year Return 7.68
CategoryDebt: Short Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.24
3 Year Return 10.0
5 Year Return 10.12
10 Year Return 5.61
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.86
3 Year Return 11.96
5 Year Return - -
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.4
3 Year Return 12.07
5 Year Return 11.43
10 Year Return 9.4