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 | 25,381.36 | 12.57 | 9.01 | 12.17 | 13.0 | 13.16 |
| Edelweiss Multi-Cap Fund - Regular Plan - Growth Option | 20 | 27-01-2015 | 417.73 | 9.58 | 9.37 | - | - | 7.91 |
| Mirae Asset Focused Fund Regular Plan Growth | 20 | 05-05-2019 | 1,380.71 | - | - | - | - | 8.94 |
| Franklin India Smaller Companies Fund-Growth | 10 | 13-01-2006 | 6,583.61 | -4.07 | -0.42 | 8.39 | 15.55 | 12.11 |
| BNP Paribas India Consumption Fund - Regular Plan - Growth | 5 | 07-09-2018 | 400.13 | 22.82 | - | - | - | 18.45 |
| Nippon India Pharma Fund-Growth Plan-Growth Option | 5 | 05-06-2004 | 2,377.03 | -8.34 | -1.5 | 3.28 | 14.61 | 18.69 |
| IDFC Dynamic Bond Fund -Regular Plan-GROWTH | 10 | 01-12-2008 | 2,040.53 | 13.97 | 7.29 | 9.23 | 8.56 | 8.35 |
| Franklin India Corporate Debt Fund - Growth | 10 | 23-06-1997 | 1,033.42 | 10.55 | 7.94 | 8.66 | 8.82 | 9.03 |
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 | 13,946.19 | 10.98 | 10.14 | 11.76 | 14.8 | 14.96 |
| Axis Midcap Fund - Growth | 20 | 18-02-2011 | 2,819.12 | 16.54 | 11.2 | 11.85 | - | 16.63 |
| Invesco India Smallcap Fund - Regular Plan - Growth | 15 | 30-10-2018 | 326.86 | - | - | - | - | -1.09 |
| Franklin India Focused Equity Fund - Growth Plan | 10 | 26-07-2007 | 7,981.32 | 10.85 | 6.47 | 9.9 | 13.94 | 11.76 |
| IDFC Dynamic Bond Fund -Regular Plan-GROWTH | 20 | 01-12-2008 | 2,040.53 | 13.97 | 7.29 | 9.23 | 8.56 | 8.35 |
| Franklin India Short-Term Income Plan-Growth | 15 | 31-01-2002 | 13,155.95 | 7.74 | 7.8 | 8.43 | 8.64 | 8.25 |
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 | 2,350.88 | 16.45 | 8.01 | 10.15 | 11.29 | 11.09 |
| Franklin India Focused Equity Fund - Growth Plan | 20 | 26-07-2007 | 7,981.32 | 10.85 | 6.47 | 9.9 | 13.94 | 11.76 |
| Invesco India Smallcap Fund - Regular Plan - Growth | 10 | 30-10-2018 | 326.86 | - | - | - | - | -1.09 |
| IDFC Banking & PSU Debt Fund-Regular Plan- Growth Option | 20 | 07-03-2013 | 9,182.92 | 13.04 | 7.85 | 8.12 | - | 8.34 |
| HDFC Corporate Bond Fund - Growth Option | 20 | 29-06-2010 | 12,910.11 | 11.37 | 7.61 | 8.69 | - | 8.82 |
| Franklin India Short-Term Income Plan-Growth | 10 | 31-01-2002 | 13,155.95 | 7.74 | 7.8 | 8.43 | 8.64 | 8.25 |
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 | 10,652.87 | 7.83 | 5.07 | 10.69 | 11.8 | 22.25 |
| Mirae Asset Large Cap Fund - Growth Plan | 15 | 04-04-2008 | 13,946.19 | 10.98 | 10.14 | 11.76 | 14.8 | 14.96 |
| Axis Midcap Fund - Growth | 5 | 18-02-2011 | 2,819.12 | 16.54 | 11.2 | 11.85 | - | 16.63 |
| Axis Banking & PSU Debt Fund - Growth option | 20 | 05-06-2012 | 8,324.95 | 12.18 | 8.35 | 8.45 | - | 8.64 |
| Franklin India Short-Term Income Plan-Growth | 20 | 31-01-2002 | 13,155.95 | 7.74 | 7.8 | 8.43 | 8.64 | 8.25 |
| IDFC Dynamic Bond Fund -Regular Plan-GROWTH | 15 | 01-12-2008 | 2,040.53 | 13.97 | 7.29 | 9.23 | 8.56 | 8.35 |
| HDFC Corporate Bond Fund - Growth Option | 10 | 29-06-2010 | 12,910.11 | 11.37 | 7.61 | 8.69 | - | 8.82 |
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 | 2,350.88 | 16.45 | 8.01 | 10.15 | 11.29 | 11.09 |
| Axis Midcap Fund - Growth | 10 | 18-02-2011 | 2,819.12 | 16.54 | 11.2 | 11.85 | - | 16.63 |
| IDFC Dynamic Bond Fund -Regular Plan-GROWTH | 25 | 01-12-2008 | 2,040.53 | 13.97 | 7.29 | 9.23 | 8.56 | 8.35 |
| HDFC Corporate Bond Fund - Growth Option | 15 | 29-06-2010 | 12,910.11 | 11.37 | 7.61 | 8.69 | - | 8.82 |
| Axis Banking & PSU Debt Fund - Growth option | 20 | 05-06-2012 | 8,324.95 | 12.18 | 8.35 | 8.45 | - | 8.64 |
| Franklin India Corporate Debt Fund - Growth | 20 | 23-06-1997 | 1,033.42 | 10.55 | 7.94 | 8.66 | 8.82 | 9.03 |