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 2,458.69 18.23 24.95 10.94 17.17 14.94
Axis Midcap Fund - Regular Plan - Growth 15 06-02-2011 19,539.49 17.77 24.84 15.53 18.91 17.4
Mirae Asset Midcap Fund - Regular Plan-Growth Option 15 05-07-2019 9,270.17 17.44 32.52 - - 23.54
Axis Bluechip Fund - Regular Plan - Growth 20 05-01-2010 33,474.24 9.72 16.03 10.6 13.31 11.73
Axis Liquid Fund - Regular Plan - Growth Option 10 05-10-2009 25,738.5 6.35 4.36 5.28 6.66 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 2,458.69 18.23 24.95 10.94 17.17 14.94
Axis Bluechip Fund - Regular Plan - Growth 15 05-01-2010 33,474.24 9.72 16.03 10.6 13.31 11.73
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option 15 05-08-2010 9,277.72 15.45 20.98 13.56 14.05 12.24
Axis Short Term Fund - Retail Plan - Growth Option 7.5 05-03-2010 6,804.6 6.79 5.36 7.04 7.33 7.52
HDFC Short Term Debt Fund - Growth Option 7.5 15-06-2010 12,127.4 7.0 5.69 7.27 7.71 8.06
Axis Liquid Fund - Regular Plan - Growth Option 10 05-10-2009 25,738.5 6.35 4.36 5.28 6.66 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 8,445.43 14.04 17.79 11.86 14.2 12.27
Axis Bluechip Fund - Regular Plan - Growth 12.5 05-01-2010 33,474.24 9.72 16.03 10.6 13.31 11.73
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option 12.5 05-08-2010 9,277.72 15.45 20.98 13.56 14.05 12.24
Axis Short Term Fund - Retail Plan - Growth Option 7.5 05-03-2010 6,804.6 6.79 5.36 7.04 7.33 7.52
HDFC Short Term Debt Fund - Growth Option 7.5 15-06-2010 12,127.4 7.0 5.69 7.27 7.71 8.06
Axis Liquid Fund - Regular Plan - Growth Option 10 05-10-2009 25,738.5 6.35 4.36 5.28 6.66 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 8,445.43 14.04 17.79 11.86 14.2 12.27
Axis Bluechip Fund - Regular Plan - Growth 5 05-01-2010 33,474.24 9.72 16.03 10.6 13.31 11.73
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option 5 05-08-2010 9,277.72 15.45 20.98 13.56 14.05 12.24
Axis Short Term Fund - Retail Plan - Growth Option 7.5 05-03-2010 6,804.6 6.79 5.36 7.04 7.33 7.52
HDFC Short Term Debt Fund - Growth Option 7.5 15-06-2010 12,127.4 7.0 5.69 7.27 7.71 8.06
Axis Liquid Fund - Regular Plan - Growth Option 7.5 05-10-2009 25,738.5 6.35 4.36 5.28 6.66 6.99
Nippon India Liquid Fund -Growth Plan 7.5 05-12-2003 22,982.84 6.24 4.29 5.25 6.64 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 33,474.24 9.72 16.03 10.6 13.31 11.73
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option 10 05-08-2010 9,277.72 15.45 20.98 13.56 14.05 12.24
Axis Short Term Fund - Retail Plan - Growth Option 15 05-03-2010 6,804.6 6.79 5.36 7.04 7.33 7.52
HDFC Short Term Debt Fund - Growth Option 15 15-06-2010 12,127.4 7.0 5.69 7.27 7.71 8.06
Axis Liquid Fund - Regular Plan - Growth Option 10 05-10-2009 25,738.5 6.35 4.36 5.28 6.66 6.99
Nippon India Liquid Fund -Growth Plan 10 05-12-2003 22,982.84 6.24 4.29 5.25 6.64 6.84