Model Portfolio

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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	1,858.84	8.27	15.58	8.91	17.42	14.57
Axis Midcap Fund - Regular Plan - Growth	15	06-02-2011	17,678.92	9.48	20.2	15.65	19.92	17.34
Mirae Asset Midcap Fund - Regular Plan	15	05-07-2019	7,475.22	12.85	-	-	-	25.88
Axis Bluechip Fund - Regular Plan - Growth	20	05-01-2010	34,908.93	2.66	12.28	12.4	15.14	11.79
Axis Liquid Fund - Regular Plan - Growth Option	10	05-10-2009	28,933.73	3.43	4.24	5.42	6.96	7.05

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	1,858.84	8.27	15.58	8.91	17.42	14.57
Axis Bluechip Fund - Regular Plan - Growth	15	05-01-2010	34,908.93	2.66	12.28	12.4	15.14	11.79
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option	15	05-08-2010	6,718.31	5.33	15.61	11.99	14.13	11.76
Axis Short Term Fund - Retail Plan - Growth Option	7.5	05-03-2010	10,085.99	2.69	6.83	6.71	7.72	7.61
HDFC Short Term Debt Fund - Growth Option	7.5	15-06-2010	14,549.42	2.72	7.12	7.06	8.07	8.18
Axis Liquid Fund - Regular Plan - Growth Option	10	05-10-2009	28,933.73	3.43	4.24	5.42	6.96	7.05

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	7,661.94	6.2	13.36	10.32	14.02	12.08
Axis Bluechip Fund - Regular Plan - Growth	12.5	05-01-2010	34,908.93	2.66	12.28	12.4	15.14	11.79
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option	12.5	05-08-2010	6,718.31	5.33	15.61	11.99	14.13	11.76
Axis Short Term Fund - Retail Plan - Growth Option	7.5	05-03-2010	10,085.99	2.69	6.83	6.71	7.72	7.61
HDFC Short Term Debt Fund - Growth Option	7.5	15-06-2010	14,549.42	2.72	7.12	7.06	8.07	8.18
Axis Liquid Fund - Regular Plan - Growth Option	10	05-10-2009	28,933.73	3.43	4.24	5.42	6.96	7.05

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	7,661.94	6.2	13.36	10.32	14.02	12.08
Axis Bluechip Fund - Regular Plan - Growth	5	05-01-2010	34,908.93	2.66	12.28	12.4	15.14	11.79
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option	5	05-08-2010	6,718.31	5.33	15.61	11.99	14.13	11.76
Axis Short Term Fund - Retail Plan - Growth Option	7.5	05-03-2010	10,085.99	2.69	6.83	6.71	7.72	7.61
HDFC Short Term Debt Fund - Growth Option	7.5	15-06-2010	14,549.42	2.72	7.12	7.06	8.07	8.18
Axis Liquid Fund - Regular Plan - Growth Option	7.5	05-10-2009	28,933.73	3.43	4.24	5.42	6.96	7.05
Nippon India Liquid Fund -Growth Plan	7.5	05-12-2003	25,763.13	3.34	4.22	5.39	6.96	6.88

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	34,908.93	2.66	12.28	12.4	15.14	11.79
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option	10	05-08-2010	6,718.31	5.33	15.61	11.99	14.13	11.76
Axis Short Term Fund - Retail Plan - Growth Option	15	05-03-2010	10,085.99	2.69	6.83	6.71	7.72	7.61
HDFC Short Term Debt Fund - Growth Option	15	15-06-2010	14,549.42	2.72	7.12	7.06	8.07	8.18
Axis Liquid Fund - Regular Plan - Growth Option	10	05-10-2009	28,933.73	3.43	4.24	5.42	6.96	7.05
Nippon India Liquid Fund -Growth Plan	10	05-12-2003	25,763.13	3.34	4.22	5.39	6.96	6.88