Model Portfolio

Aggressive = Equity 80% Debt 20%

Scheme Name Allocation (%) Launch Date AUM (Crore) 1 Year Return (%) 3 Years Return (%) 5 Years Return (%) 10 Years Return (%) Inception Return (%)
SBI Equity Hybrid Fund - Regular Plan -Growth 10 01-12-1995 65,010.1 23.8 12.88 14.51 14.86 14.05
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option 25 05-08-2010 11,823.3 29.43 14.85 18.23 15.9 13.15
PGIM India Flexi Cap Fund - Regular Plan - Growth Option 10 05-02-2015 5,928.21 26.33 16.0 20.81 - 13.48
Kotak Emerging Equity Scheme - Growth 10 30-03-2007 39,027.24 35.56 22.97 23.93 23.19 14.77
Kotak-Small Cap Fund - Growth 10 24-02-2005 14,425.52 36.67 25.17 27.84 23.13 17.69
SBI Focused Equity Fund - Regular Plan -Growth 15 01-10-2004 31,383.56 27.98 14.29 17.05 17.86 18.81
Kotak Debt Hybrid - Growth 15 02-12-2003 2,249.29 17.94 11.05 11.89 10.65 8.53
Mahindra Manulife Liquid Fund - Regular Plan - Growth 5 04-07-2016 1,125.03 7.19 5.28 5.24 - 5.86

Moderately Aggressive = Equity 65% Debt 35%

Scheme Name Allocation (%) Launch Date AUM (Crore) 1 Year Return (%) 3 Years Return (%) 5 Years Return (%) 10 Years Return (%) Inception Return (%)
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option 20 05-08-2010 11,823.3 29.43 14.85 18.23 15.9 13.15
PGIM India Flexi Cap Fund - Regular Plan - Growth Option 10 05-02-2015 5,928.21 26.33 16.0 20.81 - 13.48
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option 15 20-08-2009 10,349.08 24.78 13.02 15.13 13.0 10.98
Kotak Emerging Equity Scheme - Growth 7.5 30-03-2007 39,027.24 35.56 22.97 23.93 23.19 14.77
Kotak-Small Cap Fund - Growth 7.5 24-02-2005 14,425.52 36.67 25.17 27.84 23.13 17.69
SBI Focused Equity Fund - Regular Plan -Growth 15 01-10-2004 31,383.56 27.98 14.29 17.05 17.86 18.81
HDFC Short Term Debt Fund - Growth Option 5 05-06-2010 14,373.01 7.75 5.47 7.05 7.71 8.0
Kotak Debt Hybrid - Growth 15 02-12-2003 2,249.29 17.94 11.05 11.89 10.65 8.53
Mahindra Manulife Liquid Fund - Regular Plan - Growth 5 04-07-2016 1,125.03 7.19 5.28 5.24 - 5.86

Moderate = Equity 50% Debt 50%

Scheme Name Allocation (%) Launch Date AUM (Crore) 1 Year Return (%) 3 Years Return (%) 5 Years Return (%) 10 Years Return (%) Inception Return (%)
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option 20 05-08-2010 11,823.3 29.43 14.85 18.23 15.9 13.15
PGIM India Flexi Cap Fund - Regular Plan - Growth Option 20 05-02-2015 5,928.21 26.33 16.0 20.81 - 13.48
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option 15 20-08-2009 10,349.08 24.78 13.02 15.13 13.0 10.98
Kotak Emerging Equity Scheme - Growth 5 30-03-2007 39,027.24 35.56 22.97 23.93 23.19 14.77
Kotak-Small Cap Fund - Growth 5 24-02-2005 14,425.52 36.67 25.17 27.84 23.13 17.69
HDFC Short Term Debt Fund - Growth Option 10 05-06-2010 14,373.01 7.75 5.47 7.05 7.71 8.0
Kotak Debt Hybrid - Growth 20 02-12-2003 2,249.29 17.94 11.05 11.89 10.65 8.53
Mahindra Manulife Liquid Fund - Regular Plan - Growth 5 04-07-2016 1,125.03 7.19 5.28 5.24 - 5.86

Moderately Conservative = Equity 35% Debt 65%

Scheme Name Allocation (%) Launch Date AUM (Crore) 1 Year Return (%) 3 Years Return (%) 5 Years Return (%) 10 Years Return (%) Inception Return (%)
SBI Equity Hybrid Fund - Regular Plan -Growth 10 01-12-1995 65,010.1 23.8 12.88 14.51 14.86 14.05
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option 20 05-08-2010 11,823.3 29.43 14.85 18.23 15.9 13.15
PGIM India Flexi Cap Fund - Regular Plan - Growth Option 15 05-02-2015 5,928.21 26.33 16.0 20.81 - 13.48
HDFC Short Term Debt Fund - Growth Option 25 05-06-2010 14,373.01 7.75 5.47 7.05 7.71 8.0
Kotak Debt Hybrid - Growth 25 02-12-2003 2,249.29 17.94 11.05 11.89 10.65 8.53
Mahindra Manulife Liquid Fund - Regular Plan - Growth 5 04-07-2016 1,125.03 7.19 5.28 5.24 - 5.86

Conservative = Equity 20% Debt 80%

Scheme Name Allocation (%) Launch Date AUM (Crore) 1 Year Return (%) 3 Years Return (%) 5 Years Return (%) 10 Years Return (%) Inception Return (%)
SBI Equity Hybrid Fund - Regular Plan -Growth 10 01-12-1995 65,010.1 23.8 12.88 14.51 14.86 14.05
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option 20 05-08-2010 11,823.3 29.43 14.85 18.23 15.9 13.15
PGIM India Flexi Cap Fund - Regular Plan - Growth Option 15 05-02-2015 5,928.21 26.33 16.0 20.81 - 13.48
HDFC Short Term Debt Fund - Growth Option 25 05-06-2010 14,373.01 7.75 5.47 7.05 7.71 8.0
Kotak Debt Hybrid - Growth 25 02-12-2003 2,249.29 17.94 11.05 11.89 10.65 8.53
Mahindra Manulife Liquid Fund - Regular Plan - Growth 5 04-07-2016 1,125.03 7.19 5.28 5.24 - 5.86