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 | 25,844.74 | -2.08 | 9.77 | 13.18 | - | 13.11 |
| Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option | 20 | 28-04-2014 | 13,450.26 | -8.48 | 8.31 | 15.28 | - | 18.7 |
| Principal Emerging Bluechip Fund - Growth Option | 20 | 12-11-2008 | 2,051.44 | -12.98 | 6.97 | 13.12 | 16.0 | 23.34 |
| Franklin India Smaller Companies Fund-Growth | 10 | 13-01-2006 | 7,368.89 | -18.26 | 1.06 | 9.79 | 16.37 | 12.06 |
| Tata India Consumer Fund-Regular Plan-Growth | 5 | 28-12-2015 | 1,279.84 | -14.62 | 13.33 | - | - | 13.74 |
| Reliance Pharma Fund-Growth Plan-Growth Option | 5 | 05-06-2004 | 2,344.17 | -9.24 | -0.43 | 6.04 | 16.4 | 18.83 |
| PGIM India Credit Risk Fund - Regular Plan - Growth | 10 | 15-09-2014 | 528.45 | 2.53 | 5.37 | - | - | 7.52 |
| L&T Credit Risk Fund - Regular Plan - Growth | 10 | 08-10-2009 | 2,682.24 | 4.65 | 6.16 | 7.82 | - | 7.88 |
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 | 13,617.57 | -0.88 | 10.84 | 12.38 | 15.81 | 15.0 |
| Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option | 20 | 28-04-2014 | 13,450.26 | -8.48 | 8.31 | 15.28 | - | 18.7 |
| Aditya Birla Sun Life Pure Value Fund - Growth Option | 15 | 01-03-2008 | 4,432.76 | -21.64 | 0.03 | 6.99 | 13.98 | 14.05 |
| Tata Equity PE Fund Regular Plan -(Growth Option) | 10 | 29-06-2004 | 5,174.9 | -9.43 | 8.35 | 12.55 | 13.6 | 18.32 |
| UTI Credit Risk Fund - Regular Plan - Growth Option | 20 | 19-11-2012 | 3,799.58 | 2.09 | 5.26 | 7.19 | - | 7.63 |
| L&T Credit Risk Fund - Regular Plan - Growth | 15 | 08-10-2009 | 2,682.24 | 4.65 | 6.16 | 7.82 | - | 7.88 |
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 | 22,679.43 | -3.27 | 6.01 | 10.32 | 11.78 | 10.33 |
| Tata Equity PE Fund Regular Plan -(Growth Option) | 20 | 29-06-2004 | 5,174.9 | -9.43 | 8.35 | 12.55 | 13.6 | 18.32 |
| Aditya Birla Sun Life Pure Value Fund - Growth Option | 10 | 01-03-2008 | 4,432.76 | -21.64 | 0.03 | 6.99 | 13.98 | 14.05 |
| L&T Credit Risk Fund - Regular Plan - Growth | 20 | 08-10-2009 | 2,682.24 | 4.65 | 6.16 | 7.82 | - | 7.88 |
| PGIM India Credit Risk Fund - Regular Plan - Growth | 20 | 15-09-2014 | 528.45 | 2.53 | 5.37 | - | - | 7.52 |
| Franklin India Short-Term Income Plan-Growth | 10 | 31-01-2002 | 13,274.38 | 8.04 | 8.37 | 8.77 | 8.76 | 8.31 |
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 | 10,694.26 | -6.49 | 7.26 | 10.7 | 12.52 | 22.28 |
| Mirae Asset Large Cap Fund - Growth Plan | 15 | 04-04-2008 | 13,617.57 | -0.88 | 10.84 | 12.38 | 15.81 | 15.0 |
| Principal Emerging Bluechip Fund - Growth Option | 5 | 12-11-2008 | 2,051.44 | -12.98 | 6.97 | 13.12 | 16.0 | 23.34 |
| UTI Credit Risk Fund - Regular Plan - Growth Option | 20 | 19-11-2012 | 3,799.58 | 2.09 | 5.26 | 7.19 | - | 7.63 |
| L&T Credit Risk Fund - Regular Plan - Growth | 20 | 08-10-2009 | 2,682.24 | 4.65 | 6.16 | 7.82 | - | 7.88 |
| PGIM India Credit Risk Fund - Regular Plan - Growth | 15 | 15-09-2014 | 528.45 | 2.53 | 5.37 | - | - | 7.52 |
| Franklin India Short-Term Income Plan-Growth | 10 | 31-01-2002 | 13,274.38 | 8.04 | 8.37 | 8.77 | 8.76 | 8.31 |
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 | 13,450.26 | -8.48 | 8.31 | 15.28 | - | 18.7 |
| Tata Equity PE Fund Regular Plan -(Growth Option) | 10 | 29-06-2004 | 5,174.9 | -9.43 | 8.35 | 12.55 | 13.6 | 18.32 |
| UTI Credit Risk Fund - Regular Plan - Growth Option | 25 | 19-11-2012 | 3,799.58 | 2.09 | 5.26 | 7.19 | - | 7.63 |
| PGIM India Credit Risk Fund - Regular Plan - Growth | 15 | 15-09-2014 | 528.45 | 2.53 | 5.37 | - | - | 7.52 |
| Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | 20 | 25-03-2009 | 6,798.16 | 4.26 | 6.15 | 8.04 | 8.57 | 8.49 |
| Franklin India Short-Term Income Plan-Growth | 20 | 31-01-2002 | 13,274.38 | 8.04 | 8.37 | 8.77 | 8.76 | 8.31 |