Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.01
3 Year Return 21.68
5 Year Return 26.89
10 Year Return 16.58
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.88
3 Year Return 27.22
5 Year Return 26.45
10 Year Return - -
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.75
3 Year Return 26.88
5 Year Return 27.19
10 Year Return 18.63
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.25
3 Year Return 31.1
5 Year Return 30.19
10 Year Return - -
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.55
3 Year Return 19.02
5 Year Return 24.95
10 Year Return 16.13

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

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.01
3 Year Return 21.68
5 Year Return 26.89
10 Year Return 16.58
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.88
3 Year Return 27.22
5 Year Return 26.45
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.8
3 Year Return 18.93
5 Year Return 22.88
10 Year Return 14.89
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.55
3 Year Return 19.02
5 Year Return 24.95
10 Year Return 16.13
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.66
3 Year Return 14.2
5 Year Return 13.41
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 7.88
3 Year Return 7.91
5 Year Return 6.37
10 Year Return 7.68
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.88
3 Year Return 27.22
5 Year Return 26.45
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.8
3 Year Return 18.93
5 Year Return 22.88
10 Year Return 14.89
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.55
3 Year Return 19.02
5 Year Return 24.95
10 Year Return 16.13
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.22
3 Year Return 11.58
5 Year Return 11.06
10 Year Return 9.5

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

CategoryDebt: Banking and PSU
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.82
3 Year Return 7.68
5 Year Return 5.89
10 Year Return 7.48
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.88
3 Year Return 7.91
5 Year Return 6.37
10 Year Return 7.68
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.55
3 Year Return 19.02
5 Year Return 24.95
10 Year Return 16.13
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.66
3 Year Return 14.2
5 Year Return 13.41
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.22
3 Year Return 11.58
5 Year Return 11.06
10 Year Return 9.5

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 7.82
3 Year Return 7.68
5 Year Return 5.89
10 Year Return 7.48
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.88
3 Year Return 7.91
5 Year Return 6.37
10 Year Return 7.68
CategoryDebt: Short Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.5
3 Year Return 7.51
5 Year Return 10.14
10 Year Return 5.62
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.56
3 Year Return 11.82
5 Year Return - -
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.22
3 Year Return 11.58
5 Year Return 11.06
10 Year Return 9.5