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 (%) |
|---|---|---|---|---|---|---|---|---|
| Kotak Flexicap Fund - Growth | 20 | 05-09-2009 | 36,661.3 | 21.88 | 17.12 | 15.53 | 17.58 | 14.49 |
| Edelweiss Flexi Cap Fund - Regular Plan - Growth Option | 20 | 05-01-2015 | 862.48 | 29.91 | 18.42 | 17.54 | - | 12.86 |
| Mirae Asset Focused Fund Regular Plan Growth | 20 | 01-05-2019 | 7,967.33 | 32.37 | - | - | - | 29.6 |
| Franklin India Smaller Companies Fund-Growth | 10 | 13-01-2006 | 7,230.46 | 52.42 | 21.35 | 15.09 | 22.64 | 14.97 |
| BNP Paribas India Consumption Fund - Regular Plan - Growth Option | 5 | 05-09-2018 | 867.43 | 24.28 | 21.98 | - | - | 22.09 |
| Nippon India Pharma Fund-Growth Plan-Growth Option | 5 | 01-06-2004 | 5,224.17 | 15.48 | 24.63 | 17.16 | 18.33 | 21.06 |
| IDFC Dynamic Bond Fund - Regular Plan B - Growth | 10 | 01-12-2008 | 2,897.41 | 1.9 | 8.54 | 6.91 | 8.48 | 8.08 |
| Franklin India Corporate Debt Fund - Growth | 10 | 23-06-1997 | 828.05 | 4.01 | 7.14 | 7.25 | 8.59 | 8.81 |
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 (%) |
|---|---|---|---|---|---|---|---|---|
| Mirae Asset Large Cap Fund - Growth Plan | 20 | 10-04-2008 | 29,960.86 | 22.16 | 18.15 | 17.04 | 18.02 | 16.17 |
| Axis Midcap Fund - Regular Plan - Growth | 20 | 15-02-2011 | 16,101.01 | 35.89 | 26.57 | 22.75 | 22.26 | 19.43 |
| Invesco India Smallcap Fund - Regular Plan - Growth | 15 | 05-10-2018 | 1,231.37 | 58.7 | 29.5 | - | - | 27.34 |
| Franklin India Focused Equity Fund - Growth Plan | 10 | 05-07-2007 | 7,657.1 | 35.23 | 20.34 | 16.54 | 19.88 | 14.01 |
| IDFC Dynamic Bond Fund - Regular Plan B - Growth | 20 | 01-12-2008 | 2,897.41 | 1.9 | 8.54 | 6.91 | 8.48 | 8.08 |
| Franklin India Short-Term Income Plan-Growth | 15 | 31-01-2002 | 723.34 | 14.31 | 4.18 | 5.88 | 7.77 | 7.74 |
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 (%) |
|---|---|---|---|---|---|---|---|---|
| SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth | 20 | 01-11-2006 | 4,492.07 | 23.91 | 18.87 | 16.37 | 15.4 | 12.65 |
| Franklin India Focused Equity Fund - Growth Plan | 20 | 05-07-2007 | 7,657.1 | 35.23 | 20.34 | 16.54 | 19.88 | 14.01 |
| Invesco India Smallcap Fund - Regular Plan - Growth | 10 | 05-10-2018 | 1,231.37 | 58.7 | 29.5 | - | - | 27.34 |
| IDFC-IDFC Banking & PSU Debt Fund - Regular Growth | 20 | 07-03-2013 | 18,645.11 | 3.92 | 8.39 | 7.61 | - | 8.03 |
| HDFC Corporate Bond Fund - Growth Option | 20 | 01-06-2010 | 28,621.59 | 4.03 | 8.47 | 7.54 | 8.62 | 8.57 |
| Franklin India Short-Term Income Plan-Growth | 10 | 31-01-2002 | 723.34 | 14.31 | 4.18 | 5.88 | 7.77 | 7.74 |
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 (%) |
|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | 15 | 14-08-1998 | 15,513.84 | 24.89 | 18.26 | 14.92 | 17.98 | 22.46 |
| Mirae Asset Large Cap Fund - Growth Plan | 15 | 10-04-2008 | 29,960.86 | 22.16 | 18.15 | 17.04 | 18.02 | 16.17 |
| Axis Midcap Fund - Regular Plan - Growth | 5 | 15-02-2011 | 16,101.01 | 35.89 | 26.57 | 22.75 | 22.26 | 19.43 |
| Axis Banking & PSU Debt Fund - Regular Plan - Growth option | 20 | 01-06-2012 | 16,240.55 | 3.84 | 7.71 | 7.51 | - | 8.14 |
| Franklin India Short-Term Income Plan-Growth | 20 | 31-01-2002 | 723.34 | 14.31 | 4.18 | 5.88 | 7.77 | 7.74 |
| IDFC Dynamic Bond Fund - Regular Plan B - Growth | 15 | 01-12-2008 | 2,897.41 | 1.9 | 8.54 | 6.91 | 8.48 | 8.08 |
| HDFC Corporate Bond Fund - Growth Option | 10 | 01-06-2010 | 28,621.59 | 4.03 | 8.47 | 7.54 | 8.62 | 8.57 |
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 Magnum Equity ESG Fund- REGULAR PLAN - Growth | 10 | 01-11-2006 | 4,492.07 | 23.91 | 18.87 | 16.37 | 15.4 | 12.65 |
| Axis Midcap Fund - Regular Plan - Growth | 10 | 15-02-2011 | 16,101.01 | 35.89 | 26.57 | 22.75 | 22.26 | 19.43 |
| IDFC Dynamic Bond Fund - Regular Plan B - Growth | 25 | 01-12-2008 | 2,897.41 | 1.9 | 8.54 | 6.91 | 8.48 | 8.08 |
| HDFC Corporate Bond Fund - Growth Option | 15 | 01-06-2010 | 28,621.59 | 4.03 | 8.47 | 7.54 | 8.62 | 8.57 |
| Axis Banking & PSU Debt Fund - Regular Plan - Growth option | 20 | 01-06-2012 | 16,240.55 | 3.84 | 7.71 | 7.51 | - | 8.14 |
| Franklin India Corporate Debt Fund - Growth | 20 | 23-06-1997 | 828.05 | 4.01 | 7.14 | 7.25 | 8.59 | 8.81 |