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 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