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