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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 | 1,721.77 | 46.01 | 19.87 | 16.73 | 19.53 | 16.31 |
| Sundaram Equity Fund Regular Plan - Growth | 15 | 01-09-2019 | 847.37 | 41.36 | - | - | - | 24.5 |
| Axis Midcap Fund - Regular Plan - Growth | 15 | 15-02-2011 | 15,987.99 | 44.86 | 26.33 | 23.2 | 21.8 | 19.66 |
| Mirae Asset Midcap Fund - Regular Plan | 15 | 01-07-2019 | 6,736.74 | 53.8 | - | - | - | 36.86 |
| Axis Bluechip Fund - Regular Plan - Growth | 20 | 05-01-2010 | 33,966.75 | 28.57 | 19.63 | 20.03 | 16.6 | 13.66 |
| Axis Liquid Fund - Regular Plan - Growth Option | 10 | 05-10-2009 | 22,877.05 | 3.25 | 4.82 | 5.7 | 7.26 | 7.18 |
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 | 1,721.77 | 46.01 | 19.87 | 16.73 | 19.53 | 16.31 |
| Sundaram Equity Fund Regular Plan - Growth | 17.5 | 01-09-2019 | 847.37 | 41.36 | - | - | - | 24.5 |
| Axis Bluechip Fund - Regular Plan - Growth | 15 | 05-01-2010 | 33,966.75 | 28.57 | 19.63 | 20.03 | 16.6 | 13.66 |
| Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 15 | 05-08-2010 | 5,069.92 | 31.08 | 20.73 | 18.85 | 15.31 | 13.32 |
| Axis Short Term Fund - Retail Plan - Growth Option | 7.5 | 05-03-2010 | 11,790.45 | 3.79 | 8.01 | 7.0 | 8.08 | 7.87 |
| HDFC Short Term Debt Fund - Growth Option | 7.5 | 15-06-2010 | 19,407.44 | 4.28 | 8.39 | 7.58 | 8.54 | 8.51 |
| Axis Liquid Fund - Regular Plan - Growth Option | 10 | 05-10-2009 | 22,877.05 | 3.25 | 4.82 | 5.7 | 7.26 | 7.18 |
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 (%) |
|---|---|---|---|---|---|---|---|---|
| BNP Paribas Substantial Equity Hybrid Fund- REGULAT Plan -Growth Option | 20 | 01-04-2017 | 730.7 | 27.36 | 17.99 | - | - | 13.65 |
| Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option | 20 | 01-02-1993 | 6,901.39 | 25.78 | 17.43 | 15.18 | 15.2 | 13.09 |
| Axis Bluechip Fund - Regular Plan - Growth | 12.5 | 05-01-2010 | 33,966.75 | 28.57 | 19.63 | 20.03 | 16.6 | 13.66 |
| Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 12.5 | 05-08-2010 | 5,069.92 | 31.08 | 20.73 | 18.85 | 15.31 | 13.32 |
| Axis Short Term Fund - Retail Plan - Growth Option | 7.5 | 05-03-2010 | 11,790.45 | 3.79 | 8.01 | 7.0 | 8.08 | 7.87 |
| HDFC Short Term Debt Fund - Growth Option | 7.5 | 15-06-2010 | 19,407.44 | 4.28 | 8.39 | 7.58 | 8.54 | 8.51 |
| Axis Liquid Fund - Regular Plan - Growth Option | 10 | 05-10-2009 | 22,877.05 | 3.25 | 4.82 | 5.7 | 7.26 | 7.18 |
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 (%) |
|---|---|---|---|---|---|---|---|---|
| BNP Paribas Substantial Equity Hybrid Fund- REGULAT Plan -Growth Option | 20 | 01-04-2017 | 730.7 | 27.36 | 17.99 | - | - | 13.65 |
| Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option | 20 | 01-02-1993 | 6,901.39 | 25.78 | 17.43 | 15.18 | 15.2 | 13.09 |
| Axis Bluechip Fund - Regular Plan - Growth | 5 | 05-01-2010 | 33,966.75 | 28.57 | 19.63 | 20.03 | 16.6 | 13.66 |
| Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 5 | 05-08-2010 | 5,069.92 | 31.08 | 20.73 | 18.85 | 15.31 | 13.32 |
| Axis Short Term Fund - Retail Plan - Growth Option | 7.5 | 05-03-2010 | 11,790.45 | 3.79 | 8.01 | 7.0 | 8.08 | 7.87 |
| HDFC Short Term Debt Fund - Growth Option | 7.5 | 15-06-2010 | 19,407.44 | 4.28 | 8.39 | 7.58 | 8.54 | 8.51 |
| Axis Liquid Fund - Regular Plan - Growth Option | 7.5 | 05-10-2009 | 22,877.05 | 3.25 | 4.82 | 5.7 | 7.26 | 7.18 |
| Nippon India Liquid Fund -Growth Plan | 7.5 | 05-12-2003 | 20,960.72 | 3.19 | 4.82 | 5.69 | 7.26 | 6.96 |
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 | 33,966.75 | 28.57 | 19.63 | 20.03 | 16.6 | 13.66 |
| Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 10 | 05-08-2010 | 5,069.92 | 31.08 | 20.73 | 18.85 | 15.31 | 13.32 |
| Axis Short Term Fund - Retail Plan - Growth Option | 15 | 05-03-2010 | 11,790.45 | 3.79 | 8.01 | 7.0 | 8.08 | 7.87 |
| HDFC Short Term Debt Fund - Growth Option | 15 | 15-06-2010 | 19,407.44 | 4.28 | 8.39 | 7.58 | 8.54 | 8.51 |
| Axis Liquid Fund - Regular Plan - Growth Option | 10 | 05-10-2009 | 22,877.05 | 3.25 | 4.82 | 5.7 | 7.26 | 7.18 |
| Nippon India Liquid Fund -Growth Plan | 10 | 05-12-2003 | 20,960.72 | 3.19 | 4.82 | 5.69 | 7.26 | 6.96 |