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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 (%) |
|---|---|---|---|---|---|---|---|
| HDFC Mid-Cap Opportunities Fund - Growth Plan | 15 | Jun 25, 2007 12:00:00 AM | 7,768.29 | 43.76% | 26.31% | 29.45% | 19.55% |
| DSP Equity Opportunities Fund-Regular Plan - Growth | 15 | May 16, 2000 12:00:00 AM | 1,448.56 | 45.72% | 18.71% | 22.2% | 16.88% |
| Nippon India Large Cap Fund- Growth Plan -Growth Option | 20 | Aug 8, 2007 12:00:00 AM | 3,443.21 | 35.84% | 19.51% | 21.21% | 15.33% |
| ICICI Prudential All Seasons Bond Fund - Growth | 10 | May 1, 2009 12:00:00 AM | 1,298.39 | 8.66% | 6.44% | 7.44% | 8.44% |
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 (%) |
|---|---|---|---|---|---|---|---|
| Nippon India Large Cap Fund- Growth Plan -Growth Option | 15 | Aug 8, 2007 12:00:00 AM | 3,443.21 | 35.84% | 19.51% | 21.21% | 15.33% |
| SBI Blue Chip Fund-Regular Plan Growth | 15 | Feb 1, 2006 12:00:00 AM | 5,327.61 | 28.49% | 13.2% | 17.8% | 14.14% |
| HDFC Equity Savings Fund - GROWTH PLAN | 7.5 | Sep 5, 2004 12:00:00 AM | 530.24 | 17.5% | 9.94% | 11.66% | 9.69% |
| ICICI Prudential Regular Savings Fund - Plan - Growth | 7.5 | Mar 10, 2004 12:00:00 AM | 330.31 | 14.82% | 9.14% | 10.19% | 9.87% |
| ICICI Prudential All Seasons Bond Fund - Growth | 10 | May 1, 2009 12:00:00 AM | 1,298.39 | 8.66% | 6.44% | 7.44% | 8.44% |
Moderate = Equity 50% Debt 50%
| Scheme Name | Allocation (%) | Launch Date | AUM (Crore) | 1 Year Return (%) | 3 Years Return (%) | 5 Years Return (%) | 10 Years Return (%) |
|---|---|---|---|---|---|---|---|
| ICICI Prudential Equity & Debt Fund - Growth | 20 | {schemePerformances.inception_date} | 4,139.6 | 34.28% | 19.53% | 23.2% | 16.31% |
| SBI Equity Hybrid Fund - Regular Plan -Growth | 20 | {schemePerformances.inception_date} | 7,485.23 | 24.67% | 10.57% | 14.67% | 12.97% |
| 12.5 | Aug 8, 2007 12:00:00 AM | 3,443.21 | 35.84% | 19.51% | 21.21% | 15.33% | |
| 12.5 | Feb 1, 2006 12:00:00 AM | 5,327.61 | 28.49% | 13.2% | 17.8% | 14.14% | |
| HDFC Equity Savings Fund - GROWTH PLAN | 7.5 | Sep 5, 2004 12:00:00 AM | 530.24 | 17.5% | 9.94% | 11.66% | 9.69% |
| ICICI Prudential Regular Savings Fund - Plan - Growth | 7.5 | Mar 10, 2004 12:00:00 AM | 330.31 | 14.82% | 9.14% | 10.19% | 9.87% |
| ICICI Prudential All Seasons Bond Fund - Growth | 10 | May 1, 2009 12:00:00 AM | 1,298.39 | 8.66% | 6.44% | 7.44% | 8.44% |
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 (%) |
|---|---|---|---|---|---|---|---|
| ICICI Prudential Equity & Debt Fund - Growth | 20 | Nov 5, 1999 12:00:00 AM | 4,139.6 | 34.28% | 19.53% | 23.2% | 16.31% |
| SBI Equity Hybrid Fund - Regular Plan -Growth | 20 | Dec 1, 1995 12:00:00 AM | 7,485.23 | 24.67% | 10.57% | 14.67% | 12.97% |
| Nippon India Large Cap Fund- Growth Plan -Growth Option | 5 | Aug 8, 2007 12:00:00 AM | 3,443.21 | 35.84% | 19.51% | 21.21% | 15.33% |
| SBI Blue Chip Fund-Regular Plan Growth | 5 | Feb 1, 2006 12:00:00 AM | 5,327.61 | 28.49% | 13.2% | 17.8% | 14.14% |
| HDFC Equity Savings Fund - GROWTH PLAN | 7.5 | Sep 5, 2004 12:00:00 AM | 530.24 | 17.5% | 9.94% | 11.66% | 9.69% |
| ICICI Prudential Regular Savings Fund - Plan - Growth | 7.5 | Mar 10, 2004 12:00:00 AM | 330.31 | 14.82% | 9.14% | 10.19% | 9.87% |
| ICICI Prudential All Seasons Bond Fund - Growth | 7.5 | May 1, 2009 12:00:00 AM | 1,298.39 | 8.66% | 6.44% | 7.44% | 8.44% |
Conservative = Equity 20% Debt 80%
| Scheme Name | Allocation (%) | Launch Date | AUM (Crore) | 1 Year Return (%) | 3 Years Return (%) | 5 Years Return (%) | 10 Years Return (%) |
|---|---|---|---|---|---|---|---|
| Nippon India Large Cap Fund- Growth Plan -Growth Option | 10 | Aug 8, 2007 12:00:00 AM | 3,443.21 | 35.84% | 19.51% | 21.21% | 15.33% |
| SBI Blue Chip Fund-Regular Plan Growth | 10 | Feb 1, 2006 12:00:00 AM | 5,327.61 | 28.49% | 13.2% | 17.8% | 14.14% |
| HDFC Equity Savings Fund - GROWTH PLAN | 15 | Sep 5, 2004 12:00:00 AM" | 530.24 | 17.5% | 9.94% | 11.66% | 9.69% |
| ICICI Prudential Regular Savings Fund - Plan - Growth | 15 | Mar 10, 2004 12:00:00 AM" | 330.31 | 14.82% | 9.14% | 10.19% | 9.87% |
| ICICI Prudential All Seasons Bond Fund - Growth | 10 | May 1, 2009 12:00:00 AM | 1,298.39 | 8.66% | 6.44% | 7.44% | 8.44% |