Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 37.15
3 Year Return 27.76
5 Year Return 24.06
10 Year Return 17.33
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 49.54
3 Year Return 29.36
5 Year Return 26.87
10 Year Return - -
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 22.45
3 Year Return 24.45
5 Year Return 31.68
10 Year Return 17.95
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 27.2
3 Year Return 27.65
5 Year Return 29.63
10 Year Return 17.56
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 19.69
3 Year Return 20.21
5 Year Return 21.11
10 Year Return 15.07

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

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 37.15
3 Year Return 27.76
5 Year Return 24.06
10 Year Return 17.33
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 49.54
3 Year Return 29.36
5 Year Return 26.87
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 21.99
3 Year Return 22.01
5 Year Return 19.32
10 Year Return 14.2
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 19.69
3 Year Return 20.21
5 Year Return 21.11
10 Year Return 15.07
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 19.43
3 Year Return 23.0
5 Year Return 19.85
10 Year Return 13.75

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 8.54
3 Year Return 6.54
5 Year Return 7.11
10 Year Return 7.79
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 49.54
3 Year Return 29.36
5 Year Return 26.87
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 21.99
3 Year Return 22.01
5 Year Return 19.32
10 Year Return 14.2
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 19.69
3 Year Return 20.21
5 Year Return 21.11
10 Year Return 15.07
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 24.63
3 Year Return 14.24
5 Year Return 13.7
10 Year Return 9.48

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

CategoryDebt: Banking and PSU
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.56
3 Year Return 8.13
5 Year Return 7.21
10 Year Return 6.81
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.54
3 Year Return 6.54
5 Year Return 7.11
10 Year Return 7.79
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 19.69
3 Year Return 20.21
5 Year Return 21.11
10 Year Return 15.07
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 19.43
3 Year Return 23.0
5 Year Return 19.85
10 Year Return 13.75
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 24.63
3 Year Return 14.24
5 Year Return 13.7
10 Year Return 9.48

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 7.56
3 Year Return 8.13
5 Year Return 7.21
10 Year Return 6.81
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.54
3 Year Return 6.54
5 Year Return 7.11
10 Year Return 7.79
CategoryDebt: Short Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.89
3 Year Return - -
5 Year Return - -
10 Year Return - -
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.87
3 Year Return 11.1
5 Year Return - -
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 24.63
3 Year Return 14.24
5 Year Return 13.7
10 Year Return 9.48