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 59,809.68 11.16 17.2 12.76 14.89 13.87
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option 25 05-08-2010 10,089.74 16.47 18.91 15.01 14.53 12.39
PGIM India Flexi Cap Fund - Regular Plan - Growth Option 10 05-02-2015 5,881.04 13.94 21.77 17.59 - 12.65
Kotak Emerging Equity Scheme - Growth 10 30-03-2007 33,091.23 22.16 30.51 21.05 23.71 14.35
Kotak-Small Cap Fund - Growth 10 24-02-2005 12,285.82 20.62 35.51 24.06 23.39 17.43
SBI Focused Equity Fund - Regular Plan -Growth 15 01-10-2004 29,473.64 15.33 22.36 15.52 18.12 18.79
Kotak Debt Hybrid - Growth 15 02-12-2003 1,974.79 10.73 11.18 10.67 10.2 8.25
Mahindra Manulife Liquid Fund - Regular Plan - Growth 5 04-07-2016 794.91 6.87 4.74 5.27 - 5.79

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 10,089.74 16.47 18.91 15.01 14.53 12.39
PGIM India Flexi Cap Fund - Regular Plan - Growth Option 10 05-02-2015 5,881.04 13.94 21.77 17.59 - 12.65
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option 15 20-08-2009 9,394.73 13.15 14.68 12.27 11.85 10.35
Kotak Emerging Equity Scheme - Growth 7.5 30-03-2007 33,091.23 22.16 30.51 21.05 23.71 14.35
Kotak-Small Cap Fund - Growth 7.5 24-02-2005 12,285.82 20.62 35.51 24.06 23.39 17.43
SBI Focused Equity Fund - Regular Plan -Growth 15 01-10-2004 29,473.64 15.33 22.36 15.52 18.12 18.79
HDFC Short Term Debt Fund - Growth Option 5 05-06-2010 12,399.59 7.13 5.11 7.2 7.78 8.01
Kotak Debt Hybrid - Growth 15 02-12-2003 1,974.79 10.73 11.18 10.67 10.2 8.25
Mahindra Manulife Liquid Fund - Regular Plan - Growth 5 04-07-2016 794.91 6.87 4.74 5.27 - 5.79

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 10,089.74 16.47 18.91 15.01 14.53 12.39
PGIM India Flexi Cap Fund - Regular Plan - Growth Option 20 05-02-2015 5,881.04 13.94 21.77 17.59 - 12.65
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option 15 20-08-2009 9,394.73 13.15 14.68 12.27 11.85 10.35
Kotak Emerging Equity Scheme - Growth 5 30-03-2007 33,091.23 22.16 30.51 21.05 23.71 14.35
Kotak-Small Cap Fund - Growth 5 24-02-2005 12,285.82 20.62 35.51 24.06 23.39 17.43
HDFC Short Term Debt Fund - Growth Option 10 05-06-2010 12,399.59 7.13 5.11 7.2 7.78 8.01
Kotak Debt Hybrid - Growth 20 02-12-2003 1,974.79 10.73 11.18 10.67 10.2 8.25
Mahindra Manulife Liquid Fund - Regular Plan - Growth 5 04-07-2016 794.91 6.87 4.74 5.27 - 5.79

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 59,809.68 11.16 17.2 12.76 14.89 13.87
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option 20 05-08-2010 10,089.74 16.47 18.91 15.01 14.53 12.39
PGIM India Flexi Cap Fund - Regular Plan - Growth Option 15 05-02-2015 5,881.04 13.94 21.77 17.59 - 12.65
HDFC Short Term Debt Fund - Growth Option 25 05-06-2010 12,399.59 7.13 5.11 7.2 7.78 8.01
Kotak Debt Hybrid - Growth 25 02-12-2003 1,974.79 10.73 11.18 10.67 10.2 8.25
Mahindra Manulife Liquid Fund - Regular Plan - Growth 5 04-07-2016 794.91 6.87 4.74 5.27 - 5.79

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 59,809.68 11.16 17.2 12.76 14.89 13.87
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option 20 05-08-2010 10,089.74 16.47 18.91 15.01 14.53 12.39
PGIM India Flexi Cap Fund - Regular Plan - Growth Option 15 05-02-2015 5,881.04 13.94 21.77 17.59 - 12.65
HDFC Short Term Debt Fund - Growth Option 25 05-06-2010 12,399.59 7.13 5.11 7.2 7.78 8.01
Kotak Debt Hybrid - Growth 25 02-12-2003 1,974.79 10.73 11.18 10.67 10.2 8.25
Mahindra Manulife Liquid Fund - Regular Plan - Growth 5 04-07-2016 794.91 6.87 4.74 5.27 - 5.79