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 | 05-09-2009 | 29,597.85 | 17.07 | 13.63 | 10.29 | 14.06 | 13.91 |
| Edelweiss Multi-Cap Fund - Regular Plan - Growth Option | 20 | 27-01-2015 | 517.68 | 11.68 | 13.85 | - | - | 9.19 |
| Mirae Asset Focused Fund Regular Plan Growth | 20 | 01-05-2019 | 2,427.88 | - | - | - | - | 21.94 |
| Franklin India Smaller Companies Fund-Growth | 10 | 13-01-2006 | 6,928.77 | 1.7 | 4.09 | 6.67 | 14.89 | 12.56 |
| BNP Paribas India Consumption Fund - Regular Plan - Growth | 5 | 01-09-2018 | 467.45 | 24.99 | - | - | - | 23.64 |
| Nippon India Pharma Fund-Growth Plan-Growth Option | 5 | 05-06-2004 | 2,416.99 | 2.92 | 5.79 | 3.91 | 13.9 | 19.22 |
| IDFC Dynamic Bond Fund -Regular Plan-GROWTH | 10 | 01-12-2008 | 2,025.41 | 11.93 | 6.93 | 7.67 | 8.71 | 8.31 |
| Franklin India Corporate Debt Fund - Growth | 10 | 23-06-1997 | 1,404.2 | 9.48 | 8.12 | 8.27 | 8.92 | 9.07 |
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 | 15-04-2008 | 16,873.03 | 15.04 | 14.49 | 10.85 | 14.64 | 15.51 |
| Axis Midcap Fund - Regular Plan - Growth | 20 | 05-02-2011 | 4,140.72 | 20.16 | 17.98 | 10.19 | - | 17.18 |
| Invesco India Smallcap Fund - Regular Plan - Growth | 15 | 30-10-2018 | 426.06 | 15.88 | - | - | - | 12.03 |
| Franklin India Focused Equity Fund - Growth Plan | 10 | 26-07-2007 | 8,919.9 | 13.66 | 11.09 | 7.54 | 13.73 | 12.43 |
| IDFC Dynamic Bond Fund -Regular Plan-GROWTH | 20 | 01-12-2008 | 2,025.41 | 11.93 | 6.93 | 7.67 | 8.71 | 8.31 |
| Franklin India Short-Term Income Plan-Growth | 15 | 31-01-2002 | 10,964.46 | -0.33 | 5.51 | 6.73 | 7.94 | 7.89 |
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 | 27-11-2006 | 2,688.85 | 16.86 | 13.29 | 8.7 | 11.82 | 11.53 |
| Franklin India Focused Equity Fund - Growth Plan | 20 | 26-07-2007 | 8,919.9 | 13.66 | 11.09 | 7.54 | 13.73 | 12.43 |
| Invesco India Smallcap Fund - Regular Plan - Growth | 10 | 30-10-2018 | 426.06 | 15.88 | - | - | - | 12.03 |
| IDFC Banking & PSU Debt Fund-Regular Plan- Growth Option | 20 | 07-03-2013 | 12,626.73 | 11.53 | 8.13 | 8.16 | - | 8.39 |
| HDFC Corporate Bond Fund - Growth Option | 20 | 29-06-2010 | 12,319.84 | 10.38 | 7.58 | 8.42 | - | 8.8 |
| Franklin India Short-Term Income Plan-Growth | 10 | 31-01-2002 | 10,964.46 | -0.33 | 5.51 | 6.73 | 7.94 | 7.89 |
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 | 01-08-1998 | 11,856.05 | 14.14 | 10.5 | 9.96 | 12.2 | 22.61 |
| Mirae Asset Large Cap Fund - Growth Plan | 15 | 15-04-2008 | 16,873.03 | 15.04 | 14.49 | 10.85 | 14.64 | 15.51 |
| Axis Midcap Fund - Regular Plan - Growth | 5 | 05-02-2011 | 4,140.72 | 20.16 | 17.98 | 10.19 | - | 17.18 |
| Axis Banking & PSU Debt Fund - Regular Plan - Growth option | 20 | 01-06-2012 | 12,801.23 | 10.63 | 8.39 | 8.46 | - | 8.65 |
| Franklin India Short-Term Income Plan-Growth | 20 | 31-01-2002 | 10,964.46 | -0.33 | 5.51 | 6.73 | 7.94 | 7.89 |
| IDFC Dynamic Bond Fund -Regular Plan-GROWTH | 15 | 01-12-2008 | 2,025.41 | 11.93 | 6.93 | 7.67 | 8.71 | 8.31 |
| HDFC Corporate Bond Fund - Growth Option | 10 | 29-06-2010 | 12,319.84 | 10.38 | 7.58 | 8.42 | - | 8.8 |
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 | 27-11-2006 | 2,688.85 | 16.86 | 13.29 | 8.7 | 11.82 | 11.53 |
| Axis Midcap Fund - Regular Plan - Growth | 10 | 05-02-2011 | 4,140.72 | 20.16 | 17.98 | 10.19 | - | 17.18 |
| IDFC Dynamic Bond Fund -Regular Plan-GROWTH | 25 | 01-12-2008 | 2,025.41 | 11.93 | 6.93 | 7.67 | 8.71 | 8.31 |
| HDFC Corporate Bond Fund - Growth Option | 15 | 29-06-2010 | 12,319.84 | 10.38 | 7.58 | 8.42 | - | 8.8 |
| Axis Banking & PSU Debt Fund - Regular Plan - Growth option | 20 | 01-06-2012 | 12,801.23 | 10.63 | 8.39 | 8.46 | - | 8.65 |
| Franklin India Corporate Debt Fund - Growth | 20 | 23-06-1997 | 1,404.2 | 9.48 | 8.12 | 8.27 | 8.92 | 9.07 |