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