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 | 35,775.03 | 1.82 | 28.25 | 10.65 | 15.63 | 12.93 |
| Edelweiss Flexi Cap Fund - Regular Plan - Growth Option | 20 | 05-01-2015 | 1,056.03 | -1.0 | 29.81 | 10.37 | - | 10.34 |
| Mirae Asset Focused Fund Regular Plan Growth | 20 | 01-05-2019 | 8,615.18 | -6.76 | 31.35 | - | - | 15.74 |
| Franklin India Smaller Companies Fund-Growth | 10 | 13-01-2006 | 7,308.82 | 8.37 | 44.0 | 10.37 | 19.75 | 13.96 |
| Nippon India Pharma Fund-Growth Plan-Growth Option | 5 | 01-06-2004 | 4,267.6 | -8.56 | 25.56 | 15.05 | 15.22 | 19.06 |
| BANDHAN Dynamic Bond Fund - Regular Plan B - Growth | 10 | 01-12-2008 | 2,214.31 | 2.08 | 5.02 | 6.91 | 7.38 | 7.63 |
| Franklin India Corporate Debt Fund - Growth | 10 | 23-06-1997 | 748.22 | 3.87 | 5.91 | 6.43 | 7.78 | 8.58 |
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 | 01-04-2008 | 32,910.58 | -1.56 | 28.49 | 11.09 | 15.74 | 14.41 |
| Axis Midcap Fund - Regular Plan - Growth | 20 | 06-02-2011 | 18,920.41 | -5.09 | 27.17 | 14.36 | 17.93 | 16.43 |
| Invesco India Smallcap Fund - Regular Plan - Growth | 15 | 05-10-2018 | 1,400.88 | 1.42 | 39.33 | - | - | 17.8 |
| Franklin India Focused Equity Fund - Growth Plan | 10 | 05-07-2007 | 8,022.55 | 3.93 | 34.8 | 12.22 | 17.12 | 12.81 |
| BANDHAN Dynamic Bond Fund - Regular Plan B - Growth | 20 | 01-12-2008 | 2,214.31 | 2.08 | 5.02 | 6.91 | 7.38 | 7.63 |
| Franklin India Short-Term Income Plan-Growth | 15 | 31-01-2002 | 429 | 4.69 | 9.76 | 6.16 | 7.7 | 7.84 |
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 | 4,456.46 | -3.74 | 27.28 | 11.25 | 12.92 | 11.19 |
| Franklin India Focused Equity Fund - Growth Plan | 20 | 05-07-2007 | 8,022.55 | 3.93 | 34.8 | 12.22 | 17.12 | 12.81 |
| Invesco India Smallcap Fund - Regular Plan - Growth | 10 | 05-10-2018 | 1,400.88 | 1.42 | 39.33 | - | - | 17.8 |
| BANDHAN Banking & PSU Debt Fund - Regular Growth | 20 | 07-03-2013 | 14,281.11 | 4.21 | 6.79 | 7.25 | 7.55 | 7.57 |
| HDFC Corporate Bond Fund - Growth Option | 20 | 01-06-2010 | 23,486.54 | 3.88 | 6.74 | 7.1 | 7.89 | 8.14 |
| Franklin India Short-Term Income Plan-Growth | 10 | 31-01-2002 | 429 | 4.69 | 9.76 | 6.16 | 7.7 | 7.84 |
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 | 15,449.93 | -4.98 | 28.89 | 9.55 | 15.62 | 20.92 |
| Mirae Asset Large Cap Fund - Growth Plan | 15 | 01-04-2008 | 32,910.58 | -1.56 | 28.49 | 11.09 | 15.74 | 14.41 |
| Axis Midcap Fund - Regular Plan - Growth | 5 | 06-02-2011 | 18,920.41 | -5.09 | 27.17 | 14.36 | 17.93 | 16.43 |
| Axis Banking & PSU Debt Fund - Regular Plan - Growth option | 20 | 01-06-2012 | 13,953.88 | 4.24 | 6.34 | 6.87 | 7.61 | 7.7 |
| Franklin India Short-Term Income Plan-Growth | 20 | 31-01-2002 | 429 | 4.69 | 9.76 | 6.16 | 7.7 | 7.84 |
| BANDHAN Dynamic Bond Fund - Regular Plan B - Growth | 15 | 01-12-2008 | 2,214.31 | 2.08 | 5.02 | 6.91 | 7.38 | 7.63 |
| HDFC Corporate Bond Fund - Growth Option | 10 | 01-06-2010 | 23,486.54 | 3.88 | 6.74 | 7.1 | 7.89 | 8.14 |
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 | 4,456.46 | -3.74 | 27.28 | 11.25 | 12.92 | 11.19 |
| Axis Midcap Fund - Regular Plan - Growth | 10 | 06-02-2011 | 18,920.41 | -5.09 | 27.17 | 14.36 | 17.93 | 16.43 |
| BANDHAN Dynamic Bond Fund - Regular Plan B - Growth | 25 | 01-12-2008 | 2,214.31 | 2.08 | 5.02 | 6.91 | 7.38 | 7.63 |
| HDFC Corporate Bond Fund - Growth Option | 15 | 01-06-2010 | 23,486.54 | 3.88 | 6.74 | 7.1 | 7.89 | 8.14 |
| Axis Banking & PSU Debt Fund - Regular Plan - Growth option | 20 | 01-06-2012 | 13,953.88 | 4.24 | 6.34 | 6.87 | 7.61 | 7.7 |
| Franklin India Corporate Debt Fund - Growth | 20 | 23-06-1997 | 748.22 | 3.87 | 5.91 | 6.43 | 7.78 | 8.58 |