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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 | 2,375.64 | -1.79 | 14.95 | 7.78 | 15.91 | 14.71 |
| Axis Midcap Fund - Regular Plan - Growth | 15 | 06-02-2011 | 19,144.39 | -3.05 | 15.74 | 13.47 | 16.79 | 16.8 |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 15 | 10-07-2019 | 9,001.83 | 1.71 | 21.27 | - | - | 23.77 |
| Axis Bluechip Fund - Regular Plan - Growth | 20 | 05-01-2010 | 35,197.66 | -5.6 | 9.13 | 10.24 | 12.94 | 11.56 |
| Axis Liquid Fund - Regular Plan - Growth Option | 10 | 05-10-2009 | 29,674.13 | 5.13 | 4.18 | 5.29 | 6.72 | 6.98 |
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 | 2,375.64 | -1.79 | 14.95 | 7.78 | 15.91 | 14.71 |
| Axis Bluechip Fund - Regular Plan - Growth | 15 | 05-01-2010 | 35,197.66 | -5.6 | 9.13 | 10.24 | 12.94 | 11.56 |
| Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 15 | 05-08-2010 | 8,666.25 | -0.07 | 13.93 | 11.91 | 12.88 | 11.97 |
| Axis Short Term Fund - Retail Plan - Growth Option | 7.5 | 05-03-2010 | 6,941.12 | 3.96 | 5.65 | 6.68 | 7.4 | 7.49 |
| HDFC Short Term Debt Fund - Growth Option | 7.5 | 15-06-2010 | 11,258.04 | 3.94 | 5.94 | 6.98 | 7.78 | 8.04 |
| Axis Liquid Fund - Regular Plan - Growth Option | 10 | 05-10-2009 | 29,674.13 | 5.13 | 4.18 | 5.29 | 6.72 | 6.98 |
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 | 8,405.74 | 0.23 | 12.51 | 10.13 | 13.03 | 12.1 |
| Axis Bluechip Fund - Regular Plan - Growth | 12.5 | 05-01-2010 | 35,197.66 | -5.6 | 9.13 | 10.24 | 12.94 | 11.56 |
| Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 12.5 | 05-08-2010 | 8,666.25 | -0.07 | 13.93 | 11.91 | 12.88 | 11.97 |
| Axis Short Term Fund - Retail Plan - Growth Option | 7.5 | 05-03-2010 | 6,941.12 | 3.96 | 5.65 | 6.68 | 7.4 | 7.49 |
| HDFC Short Term Debt Fund - Growth Option | 7.5 | 15-06-2010 | 11,258.04 | 3.94 | 5.94 | 6.98 | 7.78 | 8.04 |
| Axis Liquid Fund - Regular Plan - Growth Option | 10 | 05-10-2009 | 29,674.13 | 5.13 | 4.18 | 5.29 | 6.72 | 6.98 |
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 | 8,405.74 | 0.23 | 12.51 | 10.13 | 13.03 | 12.1 |
| Axis Bluechip Fund - Regular Plan - Growth | 5 | 05-01-2010 | 35,197.66 | -5.6 | 9.13 | 10.24 | 12.94 | 11.56 |
| Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 5 | 05-08-2010 | 8,666.25 | -0.07 | 13.93 | 11.91 | 12.88 | 11.97 |
| Axis Short Term Fund - Retail Plan - Growth Option | 7.5 | 05-03-2010 | 6,941.12 | 3.96 | 5.65 | 6.68 | 7.4 | 7.49 |
| HDFC Short Term Debt Fund - Growth Option | 7.5 | 15-06-2010 | 11,258.04 | 3.94 | 5.94 | 6.98 | 7.78 | 8.04 |
| Axis Liquid Fund - Regular Plan - Growth Option | 7.5 | 05-10-2009 | 29,674.13 | 5.13 | 4.18 | 5.29 | 6.72 | 6.98 |
| Nippon India Liquid Fund -Growth Plan | 7.5 | 05-12-2003 | 25,438.01 | 5.02 | 4.11 | 5.26 | 6.71 | 6.83 |
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 | 35,197.66 | -5.6 | 9.13 | 10.24 | 12.94 | 11.56 |
| Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 10 | 05-08-2010 | 8,666.25 | -0.07 | 13.93 | 11.91 | 12.88 | 11.97 |
| Axis Short Term Fund - Retail Plan - Growth Option | 15 | 05-03-2010 | 6,941.12 | 3.96 | 5.65 | 6.68 | 7.4 | 7.49 |
| HDFC Short Term Debt Fund - Growth Option | 15 | 15-06-2010 | 11,258.04 | 3.94 | 5.94 | 6.98 | 7.78 | 8.04 |
| Axis Liquid Fund - Regular Plan - Growth Option | 10 | 05-10-2009 | 29,674.13 | 5.13 | 4.18 | 5.29 | 6.72 | 6.98 |
| Nippon India Liquid Fund -Growth Plan | 10 | 05-12-2003 | 25,438.01 | 5.02 | 4.11 | 5.26 | 6.71 | 6.83 |