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 2,191.79 -1.57 20.15 10.98 17.13 15.19
Axis Midcap Fund - Regular Plan - Growth 15 06-02-2011 19,503.85 -1.28 22.43 17.17 18.83 18.0
Mirae Asset Midcap Fund - Regular Plan 15 01-07-2019 8,498.5 2.75 27.94 - - 27.34
Axis Bluechip Fund - Regular Plan - Growth 20 05-01-2010 36,979.68 -7.2 12.9 12.81 14.13 12.25
Axis Liquid Fund - Regular Plan - Growth Option 10 05-10-2009 29,262.95 4.16 4.06 5.3 6.79 6.99

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 2,191.79 -1.57 20.15 10.98 17.13 15.19
Axis Bluechip Fund - Regular Plan - Growth 15 05-01-2010 36,979.68 -7.2 12.9 12.81 14.13 12.25
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option 15 05-08-2010 8,061.58 -3.28 17.71 13.52 13.31 12.25
Axis Short Term Fund - Retail Plan - Growth Option 7.5 05-03-2010 7,563.71 2.8 5.95 6.47 7.45 7.53
HDFC Short Term Debt Fund - Growth Option 7.5 15-06-2010 13,618.94 2.61 6.3 6.83 7.86 8.08
Axis Liquid Fund - Regular Plan - Growth Option 10 05-10-2009 29,262.95 4.16 4.06 5.3 6.79 6.99

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 8,306.99 -1.33 15.81 11.57 13.51 12.37
Axis Bluechip Fund - Regular Plan - Growth 12.5 05-01-2010 36,979.68 -7.2 12.9 12.81 14.13 12.25
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option 12.5 05-08-2010 8,061.58 -3.28 17.71 13.52 13.31 12.25
Axis Short Term Fund - Retail Plan - Growth Option 7.5 05-03-2010 7,563.71 2.8 5.95 6.47 7.45 7.53
HDFC Short Term Debt Fund - Growth Option 7.5 15-06-2010 13,618.94 2.61 6.3 6.83 7.86 8.08
Axis Liquid Fund - Regular Plan - Growth Option 10 05-10-2009 29,262.95 4.16 4.06 5.3 6.79 6.99

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 8,306.99 -1.33 15.81 11.57 13.51 12.37
Axis Bluechip Fund - Regular Plan - Growth 5 05-01-2010 36,979.68 -7.2 12.9 12.81 14.13 12.25
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option 5 05-08-2010 8,061.58 -3.28 17.71 13.52 13.31 12.25
Axis Short Term Fund - Retail Plan - Growth Option 7.5 05-03-2010 7,563.71 2.8 5.95 6.47 7.45 7.53
HDFC Short Term Debt Fund - Growth Option 7.5 15-06-2010 13,618.94 2.61 6.3 6.83 7.86 8.08
Axis Liquid Fund - Regular Plan - Growth Option 7.5 05-10-2009 29,262.95 4.16 4.06 5.3 6.79 6.99
Nippon India Liquid Fund -Growth Plan 7.5 05-12-2003 27,188.65 4.07 4.01 5.27 6.78 6.84

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 36,979.68 -7.2 12.9 12.81 14.13 12.25
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option 10 05-08-2010 8,061.58 -3.28 17.71 13.52 13.31 12.25
Axis Short Term Fund - Retail Plan - Growth Option 15 05-03-2010 7,563.71 2.8 5.95 6.47 7.45 7.53
HDFC Short Term Debt Fund - Growth Option 15 15-06-2010 13,618.94 2.61 6.3 6.83 7.86 8.08
Axis Liquid Fund - Regular Plan - Growth Option 10 05-10-2009 29,262.95 4.16 4.06 5.3 6.79 6.99
Nippon India Liquid Fund -Growth Plan 10 05-12-2003 27,188.65 4.07 4.01 5.27 6.78 6.84