Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.56
3 Year Return 21.2
5 Year Return 23.47
10 Year Return 16.55
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -4.2
3 Year Return 24.26
5 Year Return 22.54
10 Year Return - -
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.32
3 Year Return 26.45
5 Year Return 23.85
10 Year Return 17.96
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -1.57
3 Year Return 29.07
5 Year Return 25.27
10 Year Return - -
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.59
3 Year Return 19.11
5 Year Return 21.75
10 Year Return 16.08

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

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.56
3 Year Return 21.2
5 Year Return 23.47
10 Year Return 16.55
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -4.2
3 Year Return 24.26
5 Year Return 22.54
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.4
3 Year Return 19.18
5 Year Return 20.08
10 Year Return 14.8
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.59
3 Year Return 19.11
5 Year Return 21.75
10 Year Return 16.08
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.1
3 Year Return 14.23
5 Year Return 12.3
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 7.33
3 Year Return 7.69
5 Year Return 6.23
10 Year Return 7.62
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -4.2
3 Year Return 24.26
5 Year Return 22.54
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.4
3 Year Return 19.18
5 Year Return 20.08
10 Year Return 14.8
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.59
3 Year Return 19.11
5 Year Return 21.75
10 Year Return 16.08
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.8
3 Year Return 11.63
5 Year Return 10.56
10 Year Return 9.53

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

CategoryDebt: Banking and PSU
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.4
3 Year Return 7.29
5 Year Return 5.8
10 Year Return 7.43
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.33
3 Year Return 7.69
5 Year Return 6.23
10 Year Return 7.62
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.59
3 Year Return 19.11
5 Year Return 21.75
10 Year Return 16.08
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.1
3 Year Return 14.23
5 Year Return 12.3
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.8
3 Year Return 11.63
5 Year Return 10.56
10 Year Return 9.53

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 7.4
3 Year Return 7.29
5 Year Return 5.8
10 Year Return 7.43
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.33
3 Year Return 7.69
5 Year Return 6.23
10 Year Return 7.62
CategoryDebt: Short Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.03
3 Year Return 7.32
5 Year Return 10.09
10 Year Return 5.56
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.27
3 Year Return 11.07
5 Year Return - -
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.8
3 Year Return 11.63
5 Year Return 10.56
10 Year Return 9.53