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 26,010.02 8.77 15.42 15.3 - 14.09
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option 20 28-04-2014 13,634.94 -0.58 14.54 18.42 - 21.02
Principal Emerging Bluechip Fund - Growth Option 20 12-11-2008 2,236.32 -4.08 13.93 16.16 17.84 24.69
Franklin India Smaller Companies Fund-Growth 10 13-01-2006 7,576.97 -9.54 8.17 14.82 18.61 13.32
Tata India Consumer Fund-Regular Plan-Growth 5 28-12-2015 1,388.38 -8.34 18.33 - - 15.71
Reliance Pharma Fund-Growth Plan-Growth Option 5 05-06-2004 2,492.35 -1.42 2.5 9.11 18.26 19.21
DHFL Pramerica Credit Risk Fund - Regular Plan - Growth 10 15-09-2014 704.55 1.54 5.25 - - 7.22
L&T Credit Risk Fund - Regular Plan - Growth 10 08-10-2009 3,038.05 4.1 6.36 7.67 - 7.82

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 04-04-2008 13,064.85 9.67 16.12 14.84 17.19 15.83
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option 20 28-04-2014 13,634.94 -0.58 14.54 18.42 - 21.02
Aditya Birla Sun Life Pure Value Fund - Growth Option 15 01-03-2008 4,564.89 -15.45 8.24 9.57 16.17 15.53
Tata Equity PE Fund Regular Plan -(Growth Option) 10 29-06-2004 5,602.09 -3.72 14.84 13.67 15.67 18.94
UTI Credit Risk Fund - Regular Plan - Growth Option 20 19-11-2012 4,419.95 2.63 5.81 7.23 - 7.7
L&T Credit Risk Fund - Regular Plan - Growth 15 08-10-2009 3,038.05 4.1 6.36 7.67 - 7.82

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 22,754.43 4.55 10.7 12.92 12.7 11.01
Tata Equity PE Fund Regular Plan -(Growth Option) 20 29-06-2004 5,602.09 -3.72 14.84 13.67 15.67 18.94
Aditya Birla Sun Life Pure Value Fund - Growth Option 10 01-03-2008 4,564.89 -15.45 8.24 9.57 16.17 15.53
L&T Credit Risk Fund - Regular Plan - Growth 20 08-10-2009 3,038.05 4.1 6.36 7.67 - 7.82
DHFL Pramerica Credit Risk Fund - Regular Plan - Growth 20 15-09-2014 704.55 1.54 5.25 - - 7.22
Franklin India Short-Term Income Plan-Growth 10 31-01-2002 13,367.61 9.36 8.93 8.84 8.96 8.35

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 11,299.31 1.91 13.74 12.47 13.77 22.85
Mirae Asset Large Cap Fund - Growth Plan 15 04-04-2008 13,064.85 9.67 16.12 14.84 17.19 15.83
Principal Emerging Bluechip Fund - Growth Option 5 12-11-2008 2,236.32 -4.08 13.93 16.16 17.84 24.69
UTI Credit Risk Fund - Regular Plan - Growth Option 20 19-11-2012 4,419.95 2.63 5.81 7.23 - 7.7
L&T Credit Risk Fund - Regular Plan - Growth 20 08-10-2009 3,038.05 4.1 6.36 7.67 - 7.82
DHFL Pramerica Credit Risk Fund - Regular Plan - Growth 15 15-09-2014 704.55 1.54 5.25 - - 7.22
Franklin India Short-Term Income Plan-Growth 10 31-01-2002 13,367.61 9.36 8.93 8.84 8.96 8.35

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 13,634.94 -0.58 14.54 18.42 - 21.02
Tata Equity PE Fund Regular Plan -(Growth Option) 10 29-06-2004 5,602.09 -3.72 14.84 13.67 15.67 18.94
UTI Credit Risk Fund - Regular Plan - Growth Option 25 19-11-2012 4,419.95 2.63 5.81 7.23 - 7.7
DHFL Pramerica Credit Risk Fund - Regular Plan - Growth 15 15-09-2014 704.55 1.54 5.25 - - 7.22
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan 20 25-03-2009 7,501.34 4.18 6.52 7.9 8.49 8.46
Franklin India Short-Term Income Plan-Growth 20 31-01-2002 13,367.61 9.36 8.93 8.84 8.96 8.35