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Model Portfolio
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 (%) |
|---|---|---|---|---|---|---|---|---|
| Invesco India Multicap Fund - Growth Option | 15 | 17-03-2008 | 2,191.79 | -1.57 | 20.15 | 10.98 | 17.13 | 15.19 |
| Axis Midcap Fund - Regular Plan - Growth | 15 | 06-02-2011 | 19,503.85 | -1.28 | 22.43 | 17.17 | 18.83 | 18.0 |
| Mirae Asset Midcap Fund - Regular Plan | 15 | 01-07-2019 | 8,498.5 | 2.75 | 27.94 | - | - | 27.34 |
| Axis Bluechip Fund - Regular Plan - Growth | 20 | 05-01-2010 | 36,979.68 | -7.2 | 12.9 | 12.81 | 14.13 | 12.25 |
| Axis Liquid Fund - Regular Plan - Growth Option | 10 | 05-10-2009 | 29,262.95 | 4.16 | 4.06 | 5.3 | 6.79 | 6.99 |
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 (%) |
|---|---|---|---|---|---|---|---|---|
| Invesco India Multicap Fund - Growth Option | 17.5 | 17-03-2008 | 2,191.79 | -1.57 | 20.15 | 10.98 | 17.13 | 15.19 |
| Axis Bluechip Fund - Regular Plan - Growth | 15 | 05-01-2010 | 36,979.68 | -7.2 | 12.9 | 12.81 | 14.13 | 12.25 |
| Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 15 | 05-08-2010 | 8,061.58 | -3.28 | 17.71 | 13.52 | 13.31 | 12.25 |
| Axis Short Term Fund - Retail Plan - Growth Option | 7.5 | 05-03-2010 | 7,563.71 | 2.8 | 5.95 | 6.47 | 7.45 | 7.53 |
| HDFC Short Term Debt Fund - Growth Option | 7.5 | 15-06-2010 | 13,618.94 | 2.61 | 6.3 | 6.83 | 7.86 | 8.08 |
| Axis Liquid Fund - Regular Plan - Growth Option | 10 | 05-10-2009 | 29,262.95 | 4.16 | 4.06 | 5.3 | 6.79 | 6.99 |
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 (%) |
|---|---|---|---|---|---|---|---|---|
| Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option | 20 | 01-02-1993 | 8,306.99 | -1.33 | 15.81 | 11.57 | 13.51 | 12.37 |
| Axis Bluechip Fund - Regular Plan - Growth | 12.5 | 05-01-2010 | 36,979.68 | -7.2 | 12.9 | 12.81 | 14.13 | 12.25 |
| Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 12.5 | 05-08-2010 | 8,061.58 | -3.28 | 17.71 | 13.52 | 13.31 | 12.25 |
| Axis Short Term Fund - Retail Plan - Growth Option | 7.5 | 05-03-2010 | 7,563.71 | 2.8 | 5.95 | 6.47 | 7.45 | 7.53 |
| HDFC Short Term Debt Fund - Growth Option | 7.5 | 15-06-2010 | 13,618.94 | 2.61 | 6.3 | 6.83 | 7.86 | 8.08 |
| Axis Liquid Fund - Regular Plan - Growth Option | 10 | 05-10-2009 | 29,262.95 | 4.16 | 4.06 | 5.3 | 6.79 | 6.99 |
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 (%) |
|---|---|---|---|---|---|---|---|---|
| Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option | 20 | 01-02-1993 | 8,306.99 | -1.33 | 15.81 | 11.57 | 13.51 | 12.37 |
| Axis Bluechip Fund - Regular Plan - Growth | 5 | 05-01-2010 | 36,979.68 | -7.2 | 12.9 | 12.81 | 14.13 | 12.25 |
| Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 5 | 05-08-2010 | 8,061.58 | -3.28 | 17.71 | 13.52 | 13.31 | 12.25 |
| Axis Short Term Fund - Retail Plan - Growth Option | 7.5 | 05-03-2010 | 7,563.71 | 2.8 | 5.95 | 6.47 | 7.45 | 7.53 |
| HDFC Short Term Debt Fund - Growth Option | 7.5 | 15-06-2010 | 13,618.94 | 2.61 | 6.3 | 6.83 | 7.86 | 8.08 |
| Axis Liquid Fund - Regular Plan - Growth Option | 7.5 | 05-10-2009 | 29,262.95 | 4.16 | 4.06 | 5.3 | 6.79 | 6.99 |
| Nippon India Liquid Fund -Growth Plan | 7.5 | 05-12-2003 | 27,188.65 | 4.07 | 4.01 | 5.27 | 6.78 | 6.84 |
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 (%) |
|---|---|---|---|---|---|---|---|---|
| Axis Bluechip Fund - Regular Plan - Growth | 10 | 05-01-2010 | 36,979.68 | -7.2 | 12.9 | 12.81 | 14.13 | 12.25 |
| Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 10 | 05-08-2010 | 8,061.58 | -3.28 | 17.71 | 13.52 | 13.31 | 12.25 |
| Axis Short Term Fund - Retail Plan - Growth Option | 15 | 05-03-2010 | 7,563.71 | 2.8 | 5.95 | 6.47 | 7.45 | 7.53 |
| HDFC Short Term Debt Fund - Growth Option | 15 | 15-06-2010 | 13,618.94 | 2.61 | 6.3 | 6.83 | 7.86 | 8.08 |
| Axis Liquid Fund - Regular Plan - Growth Option | 10 | 05-10-2009 | 29,262.95 | 4.16 | 4.06 | 5.3 | 6.79 | 6.99 |
| Nippon India Liquid Fund -Growth Plan | 10 | 05-12-2003 | 27,188.65 | 4.07 | 4.01 | 5.27 | 6.78 | 6.84 |