Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 17.12
3 Year Return 21.61
5 Year Return 30.12
10 Year Return 14.67
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.73
3 Year Return 22.42
5 Year Return 28.06
10 Year Return - -
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 15.52
3 Year Return 21.37
5 Year Return 32.79
10 Year Return 16.72
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.32
3 Year Return 22.85
5 Year Return 28.62
10 Year Return - -
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.45
3 Year Return 17.59
5 Year Return 26.39
10 Year Return 15.04

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

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 17.12
3 Year Return 21.61
5 Year Return 30.12
10 Year Return 14.67
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.73
3 Year Return 22.42
5 Year Return 28.06
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.83
3 Year Return 18.04
5 Year Return 26.13
10 Year Return 13.24
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.45
3 Year Return 17.59
5 Year Return 26.39
10 Year Return 15.04
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 13.46
3 Year Return 13.19
5 Year Return 14.26
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 9.91
3 Year Return 7.58
5 Year Return 7.32
10 Year Return 7.85
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.73
3 Year Return 22.42
5 Year Return 28.06
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.83
3 Year Return 18.04
5 Year Return 26.13
10 Year Return 13.24
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.45
3 Year Return 17.59
5 Year Return 26.39
10 Year Return 15.04
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.96
3 Year Return 10.65
5 Year Return 14.51
10 Year Return 8.22

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

CategoryDebt: Banking and PSU
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.78
3 Year Return 9.11
5 Year Return 7.37
10 Year Return 6.88
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.91
3 Year Return 7.58
5 Year Return 7.32
10 Year Return 7.85
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.45
3 Year Return 17.59
5 Year Return 26.39
10 Year Return 15.04
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 13.46
3 Year Return 13.19
5 Year Return 14.26
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.96
3 Year Return 10.65
5 Year Return 14.51
10 Year Return 8.22

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 8.78
3 Year Return 9.11
5 Year Return 7.37
10 Year Return 6.88
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.91
3 Year Return 7.58
5 Year Return 7.32
10 Year Return 7.85
CategoryDebt: Short Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.3
3 Year Return 9.33
5 Year Return 8.23
10 Year Return 5.79
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.65
3 Year Return 11.52
5 Year Return - -
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.96
3 Year Return 10.65
5 Year Return 14.51
10 Year Return 8.22