Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Flexi Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.67
3 Year Return 21.6
5 Year Return 23.52
10 Year Return 14.46
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.96
3 Year Return 21.58
5 Year Return 23.89
10 Year Return - -
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.15
3 Year Return 20.18
5 Year Return - -
10 Year Return - -
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.29
3 Year Return 19.76
5 Year Return 27.72
10 Year Return - -
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.84
3 Year Return 17.04
5 Year Return 25.3
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 2.67
3 Year Return 21.6
5 Year Return 23.52
10 Year Return 14.46
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.96
3 Year Return 21.58
5 Year Return 23.89
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.93
3 Year Return 18.33
5 Year Return 23.8
10 Year Return 12.23
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.84
3 Year Return 17.04
5 Year Return 25.3
10 Year Return 14.17
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.66
3 Year Return 19.27
5 Year Return 24.31
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 7.97
3 Year Return 6.91
5 Year Return 7.04
10 Year Return 7.72
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.96
3 Year Return 21.58
5 Year Return 23.89
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.93
3 Year Return 18.33
5 Year Return 23.8
10 Year Return 12.23
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.84
3 Year Return 17.04
5 Year Return 25.3
10 Year Return 14.17
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.91
3 Year Return 10.02
5 Year Return 13.14
10 Year Return 7.83

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

CategoryDebt: Banking and PSU
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.24
3 Year Return 8.42
5 Year Return 7.2
10 Year Return 6.78
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.97
3 Year Return 6.91
5 Year Return 7.04
10 Year Return 7.72
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.84
3 Year Return 17.04
5 Year Return 25.3
10 Year Return 14.17
CategoryHybrid: Dynamic Asset Allocation
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.66
3 Year Return 19.27
5 Year Return 24.31
10 Year Return 12.69
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.91
3 Year Return 10.02
5 Year Return 13.14
10 Year Return 7.83

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 7.24
3 Year Return 8.42
5 Year Return 7.2
10 Year Return 6.78
CategoryDebt: Corporate Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.97
3 Year Return 6.91
5 Year Return 7.04
10 Year Return 7.72
CategoryDebt: Short Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.64
3 Year Return 6.43
5 Year Return 6.38
10 Year Return 7.12
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.6
3 Year Return 10.77
5 Year Return - -
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.91
3 Year Return 10.02
5 Year Return 13.14
10 Year Return 7.83