Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 40.29
3 Year Return 23.65
5 Year Return 23.61
10 Year Return 16.82
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 45.33
3 Year Return 23.35
5 Year Return 24.83
10 Year Return - -
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 26.09
3 Year Return 21.34
5 Year Return 30.85
10 Year Return 18.01
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 26.94
3 Year Return 22.61
5 Year Return 28.46
10 Year Return 17.24
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 25.78
3 Year Return 17.9
5 Year Return 21.42
10 Year Return 15.18

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

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 40.29
3 Year Return 23.65
5 Year Return 23.61
10 Year Return 16.82
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 45.33
3 Year Return 23.35
5 Year Return 24.83
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 28.29
3 Year Return 18.4
5 Year Return 19.25
10 Year Return 13.9
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 25.78
3 Year Return 17.9
5 Year Return 21.42
10 Year Return 15.18
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 24.74
3 Year Return 20.5
5 Year Return 19.74
10 Year Return 13.48

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 8.53
3 Year Return 6.42
5 Year Return 7.08
10 Year Return 7.81
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 45.33
3 Year Return 23.35
5 Year Return 24.83
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 28.29
3 Year Return 18.4
5 Year Return 19.25
10 Year Return 13.9
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 25.78
3 Year Return 17.9
5 Year Return 21.42
10 Year Return 15.18
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 21.34
3 Year Return 12.25
5 Year Return 12.92
10 Year Return 9.13

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

CategoryDebt: Banking and PSU
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.71
3 Year Return 8.03
5 Year Return 7.18
10 Year Return 6.84
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.53
3 Year Return 6.42
5 Year Return 7.08
10 Year Return 7.81
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 25.78
3 Year Return 17.9
5 Year Return 21.42
10 Year Return 15.18
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 24.74
3 Year Return 20.5
5 Year Return 19.74
10 Year Return 13.48
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 21.34
3 Year Return 12.25
5 Year Return 12.92
10 Year Return 9.13

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 7.71
3 Year Return 8.03
5 Year Return 7.18
10 Year Return 6.84
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.53
3 Year Return 6.42
5 Year Return 7.08
10 Year Return 7.81
CategoryDebt: Short Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.98
3 Year Return - -
5 Year Return - -
10 Year Return - -
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 14.59
3 Year Return 10.88
5 Year Return - -
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 21.34
3 Year Return 12.25
5 Year Return 12.92
10 Year Return 9.13