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 21,637.6 -1.95 15.66 18.48 - 13.08
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option 20 28-04-2014 12,790.24 -9.61 15.06 - - 19.89
Principal Emerging Bluechip Fund - Growth Option 20 12-11-2008 1,997.48 -12.6 16.93 21.61 24.38 24.39
Franklin India Smaller Companies Fund-Growth 10 13-01-2006 6,858.71 -19.29 11.12 20.82 24.3 12.83
Tata India Consumer Fund-Regular Plan-Growth 5 28-12-2015 1,396.2 -3.71 21.65 - - 17.04
Reliance Pharma Fund-Growth Plan-Growth Option 5 05-06-2004 2,720.2 3.74 2.93 11.55 23.62 20.01
DHFL Pramerica Credit Risk Fund - Regular Plan - Growth 10 15-09-2014 956.76 5.14 7.33 - - 8.42
L&T Credit Risk Fund - Regular Plan - Growth 10 08-10-2009 3,680.74 5.42 7.49 8.6 - 8.11

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 10,343.39 -0.4 17.86 18.28 22.75 15.19
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option 20 28-04-2014 12,790.24 -9.61 15.06 - - 19.89
Aditya Birla Sun Life Pure Value Fund - Growth Option 15 01-03-2008 4,077.86 -29.17 9.74 19.23 20.42 14.92
Tata Equity PE Fund Regular Plan -(Growth Option) 10 29-06-2004 5,029.03 -10.55 17.7 19.8 20.31 18.69
UTI Credit Risk Fund - Regular Plan - Growth Option 20 19-11-2012 5,104.63 5.42 7.48 8.51 - 8.37
L&T Credit Risk Fund - Regular Plan - Growth 15 08-10-2009 3,680.74 5.42 7.49 8.6 - 8.11

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 20,292.25 -6.39 10.55 14.86 17.38 10.16
Tata Equity PE Fund Regular Plan -(Growth Option) 20 29-06-2004 5,029.03 -10.55 17.7 19.8 20.31 18.69
Aditya Birla Sun Life Pure Value Fund - Growth Option 10 01-03-2008 4,077.86 -29.17 9.74 19.23 20.42 14.92
L&T Credit Risk Fund - Regular Plan - Growth 20 08-10-2009 3,680.74 5.42 7.49 8.6 - 8.11
DHFL Pramerica Credit Risk Fund - Regular Plan - Growth 20 15-09-2014 956.76 5.14 7.33 - - 8.42
Franklin India Short-Term Income Plan-Growth 10 31-01-2002 12,405.85 8.77 9.29 9.25 9.1 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 10,035.35 -7.26 15.48 18.0 18.63 22.66
Mirae Asset India Equity Fund - Growth Plan 15 04-04-2008 10,343.39 -0.4 17.86 18.28 22.75 15.19
Principal Emerging Bluechip Fund - Growth Option 5 12-11-2008 1,997.48 -12.6 16.93 21.61 24.38 24.39
UTI Credit Risk Fund - Regular Plan - Growth Option 20 19-11-2012 5,104.63 5.42 7.48 8.51 - 8.37
L&T Credit Risk Fund - Regular Plan - Growth 20 08-10-2009 3,680.74 5.42 7.49 8.6 - 8.11
DHFL Pramerica Credit Risk Fund - Regular Plan - Growth 15 15-09-2014 956.76 5.14 7.33 - - 8.42
Franklin India Short-Term Income Plan-Growth 10 31-01-2002 12,405.85 8.77 9.29 9.25 9.1 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 12,790.24 -9.61 15.06 - - 19.89
Tata Equity PE Fund Regular Plan -(Growth Option) 10 29-06-2004 5,029.03 -10.55 17.7 19.8 20.31 18.69
UTI Credit Risk Fund - Regular Plan - Growth Option 25 19-11-2012 5,104.63 5.42 7.48 8.51 - 8.37
DHFL Pramerica Credit Risk Fund - Regular Plan - Growth 15 15-09-2014 956.76 5.14 7.33 - - 8.42
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan 20 25-03-2009 9,487.69 3.47 7.18 8.4 - 8.51
Franklin India Short-Term Income Plan-Growth 20 31-01-2002 12,405.85 8.77 9.29 9.25 9.1 8.37