Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 18.18
3 Year Return 22.51
5 Year Return 21.78
10 Year Return 15.26
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 21.46
3 Year Return 20.54
5 Year Return 21.49
10 Year Return - -
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.53
3 Year Return 20.62
5 Year Return - -
10 Year Return - -
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 17.9
3 Year Return 21.25
5 Year Return 26.33
10 Year Return - -
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.1
3 Year Return 16.78
5 Year Return 20.18
10 Year Return 14.17

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

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 18.18
3 Year Return 22.51
5 Year Return 21.78
10 Year Return 15.26
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 21.46
3 Year Return 20.54
5 Year Return 21.49
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.19
3 Year Return 17.75
5 Year Return 17.73
10 Year Return 12.48
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.1
3 Year Return 16.78
5 Year Return 20.18
10 Year Return 14.17
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.08
3 Year Return 19.3
5 Year Return 18.92
10 Year Return 12.69

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 8.65
3 Year Return 6.82
5 Year Return 7.11
10 Year Return 7.73
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 21.46
3 Year Return 20.54
5 Year Return 21.49
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.19
3 Year Return 17.75
5 Year Return 17.73
10 Year Return 12.48
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.1
3 Year Return 16.78
5 Year Return 20.18
10 Year Return 14.17
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 13.5
3 Year Return 11.36
5 Year Return 11.64
10 Year Return 8.33

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

CategoryDebt: Banking and PSU
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.58
3 Year Return 8.31
5 Year Return 7.22
10 Year Return 6.81
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.65
3 Year Return 6.82
5 Year Return 7.11
10 Year Return 7.73
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.1
3 Year Return 16.78
5 Year Return 20.18
10 Year Return 14.17
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.08
3 Year Return 19.3
5 Year Return 18.92
10 Year Return 12.69
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 13.5
3 Year Return 11.36
5 Year Return 11.64
10 Year Return 8.33

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 7.58
3 Year Return 8.31
5 Year Return 7.22
10 Year Return 6.81
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.65
3 Year Return 6.82
5 Year Return 7.11
10 Year Return 7.73
CategoryDebt: Short Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.09
3 Year Return 6.3
5 Year Return 6.38
10 Year Return 7.13
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.08
3 Year Return 11.17
5 Year Return - -
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 13.5
3 Year Return 11.36
5 Year Return 11.64
10 Year Return 8.33