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 Standard Multicap Fund - Growth 20 11-09-2009 21,682.42 8.15 16.09 18.62 - 14.17
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option 20 28-04-2014 13,018.75 -3.95 14.73 - - 21.34
Principal Emerging Bluechip Fund - Growth Option 20 12-11-2008 2,046.31 -4.86 15.26 20.63 22.85 25.16
Franklin India Smaller Companies Fund-Growth 10 13-01-2006 6,777.17 -9.54 10.83 19.54 23.63 13.68
Tata India Consumer Fund-Regular Plan-Growth 5 28-12-2015 1,424.82 -5.86 20.08 - - 17.4
Reliance Pharma Fund-Growth Plan-Growth Option 5 05-06-2004 2,663.71 8.97 4.38 11.76 22.33 20.14
DHFL Pramerica Credit Risk Fund - Regular Plan - Growth 10 15-09-2014 923.61 4.83 6.91 - - 8.35
L&T Credit Risk Fund - Regular Plan - Growth 10 08-10-2009 3,526.46 5.55 7.28 8.53 - 8.13

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 India Equity Fund - Growth Plan 20 04-04-2008 10,640.39 10.73 17.26 18.17 21.25 16.0
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option 20 28-04-2014 13,018.75 -3.95 14.73 - - 21.34
Aditya Birla Sun Life Pure Value Fund - Growth Option 15 01-03-2008 4,041.93 -18.48 9.49 16.87 20.24 15.96
Tata Equity PE Fund Regular Plan -(Growth Option) 10 29-06-2004 5,191.7 -2.75 16.7 18.73 19.0 19.23
UTI Credit Risk Fund - Regular Plan - Growth Option 20 19-11-2012 5,040.27 5.49 7.24 8.41 - 8.39
L&T Credit Risk Fund - Regular Plan - Growth 15 08-10-2009 3,526.46 5.55 7.28 8.53 - 8.13

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 Blue Chip Fund-Regular Plan Growth 20 14-02-2006 20,395.48 2.01 11.12 15.4 16.48 10.98
Tata Equity PE Fund Regular Plan -(Growth Option) 20 29-06-2004 5,191.7 -2.75 16.7 18.73 19.0 19.23
Aditya Birla Sun Life Pure Value Fund - Growth Option 10 01-03-2008 4,041.93 -18.48 9.49 16.87 20.24 15.96
L&T Credit Risk Fund - Regular Plan - Growth 20 08-10-2009 3,526.46 5.55 7.28 8.53 - 8.13
DHFL Pramerica Credit Risk Fund - Regular Plan - Growth 20 15-09-2014 923.61 4.83 6.91 - - 8.35
Franklin India Short-Term Income Plan-Growth 10 31-01-2002 12,517.05 8.46 9.11 9.15 9.03 8.37

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 Equity Fund - Growth - Regular Plan 15 27-08-1998 10,027.42 2.38 15.27 17.46 17.88 23.12
Mirae Asset India Equity Fund - Growth Plan 15 04-04-2008 10,640.39 10.73 17.26 18.17 21.25 16.0
Principal Emerging Bluechip Fund - Growth Option 5 12-11-2008 2,046.31 -4.86 15.26 20.63 22.85 25.16
UTI Credit Risk Fund - Regular Plan - Growth Option 20 19-11-2012 5,040.27 5.49 7.24 8.41 - 8.39
L&T Credit Risk Fund - Regular Plan - Growth 20 08-10-2009 3,526.46 5.55 7.28 8.53 - 8.13
DHFL Pramerica Credit Risk Fund - Regular Plan - Growth 15 15-09-2014 923.61 4.83 6.91 - - 8.35
Franklin India Short-Term Income Plan-Growth 10 31-01-2002 12,517.05 8.46 9.11 9.15 9.03 8.37

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 (%)
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option 10 28-04-2014 13,018.75 -3.95 14.73 - - 21.34
Tata Equity PE Fund Regular Plan -(Growth Option) 10 29-06-2004 5,191.7 -2.75 16.7 18.73 19.0 19.23
UTI Credit Risk Fund - Regular Plan - Growth Option 25 19-11-2012 5,040.27 5.49 7.24 8.41 - 8.39
DHFL Pramerica Credit Risk Fund - Regular Plan - Growth 15 15-09-2014 923.61 4.83 6.91 - - 8.35
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan 20 25-03-2009 8,467.94 3.31 6.56 8.31 8.52 8.51
Franklin India Short-Term Income Plan-Growth 20 31-01-2002 12,517.05 8.46 9.11 9.15 9.03 8.37