Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 52.69
3 Year Return 26.04
5 Year Return 25.28
10 Year Return 18.47
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 61.07
3 Year Return 26.35
5 Year Return - -
10 Year Return - -
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 42.45
3 Year Return 25.89
5 Year Return 34.29
10 Year Return 19.37
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 39.06
3 Year Return 25.84
5 Year Return 29.76
10 Year Return 18.83
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 34.28
3 Year Return 19.53
5 Year Return 23.2
10 Year Return 16.31

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

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 52.69
3 Year Return 26.04
5 Year Return 25.28
10 Year Return 18.47
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 61.07
3 Year Return 26.35
5 Year Return - -
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 35.84
3 Year Return 19.51
5 Year Return 21.21
10 Year Return 15.33
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 34.28
3 Year Return 19.53
5 Year Return 23.2
10 Year Return 16.31
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 32.18
3 Year Return 20.89
5 Year Return 21.18
10 Year Return 14.53

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 8.91
3 Year Return 6.36
5 Year Return 7.13
10 Year Return 7.88
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 61.07
3 Year Return 26.35
5 Year Return - -
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 35.84
3 Year Return 19.51
5 Year Return 21.21
10 Year Return 15.33
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 34.28
3 Year Return 19.53
5 Year Return 23.2
10 Year Return 16.31
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 24.76
3 Year Return 12.98
5 Year Return 13.42
10 Year Return 9.6

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

CategoryDebt: Banking and PSU
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.08
3 Year Return 7.96
5 Year Return 7.27
10 Year Return 6.86
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.91
3 Year Return 6.36
5 Year Return 7.13
10 Year Return 7.88
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 34.28
3 Year Return 19.53
5 Year Return 23.2
10 Year Return 16.31
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 32.18
3 Year Return 20.89
5 Year Return 21.18
10 Year Return 14.53
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 24.76
3 Year Return 12.98
5 Year Return 13.42
10 Year Return 9.6

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 8.08
3 Year Return 7.96
5 Year Return 7.27
10 Year Return 6.86
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.91
3 Year Return 6.36
5 Year Return 7.13
10 Year Return 7.88
CategoryDebt: Short Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.27
3 Year Return - -
5 Year Return - -
10 Year Return - -
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 16.55
3 Year Return 11.05
5 Year Return - -
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 24.76
3 Year Return 12.98
5 Year Return 13.42
10 Year Return 9.6