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 3,624.51 43.03 18.8 22.85 16.64 16.84
Axis Midcap Fund - Regular Plan - Growth 15 06-02-2011 30,145.12 46.11 20.43 25.08 18.43 19.55
Mirae Asset Midcap Fund - Regular Plan-Growth Option 15 01-07-2019 16,668.98 46.99 22.74 - - 29.29
Axis Bluechip Fund - Regular Plan - Growth 20 04-01-2010 34,522.53 27.67 12.08 15.21 13.37 13.08
Axis Liquid Fund - Regular Plan - Growth Option 10 05-10-2009 26,698.79 7.34 5.86 5.24 6.43 7.01

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 3,624.51 43.03 18.8 22.85 16.64 16.84
Axis Bluechip Fund - Regular Plan - Growth 15 04-01-2010 34,522.53 27.67 12.08 15.21 13.37 13.08
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option 15 05-08-2010 13,932.65 31.83 16.51 19.52 14.74 13.87
Axis Short Term Fund - Retail Plan - Growth Option 7.5 05-03-2010 7,695.15 6.95 5.47 6.44 7.29 7.46
HDFC Short Term Debt Fund - Growth Option 7.5 05-06-2010 13,070.1 7.47 5.67 6.8 7.6 8.0
Axis Liquid Fund - Regular Plan - Growth Option 10 05-10-2009 26,698.79 7.34 5.86 5.24 6.43 7.01

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 10,630.59 27.15 14.31 16.84 13.92 13.29
Axis Bluechip Fund - Regular Plan - Growth 12.5 04-01-2010 34,522.53 27.67 12.08 15.21 13.37 13.08
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option 12.5 05-08-2010 13,932.65 31.83 16.51 19.52 14.74 13.87
Axis Short Term Fund - Retail Plan - Growth Option 7.5 05-03-2010 7,695.15 6.95 5.47 6.44 7.29 7.46
HDFC Short Term Debt Fund - Growth Option 7.5 05-06-2010 13,070.1 7.47 5.67 6.8 7.6 8.0
Axis Liquid Fund - Regular Plan - Growth Option 10 05-10-2009 26,698.79 7.34 5.86 5.24 6.43 7.01

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 10,630.59 27.15 14.31 16.84 13.92 13.29
Axis Bluechip Fund - Regular Plan - Growth 5 04-01-2010 34,522.53 27.67 12.08 15.21 13.37 13.08
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option 5 05-08-2010 13,932.65 31.83 16.51 19.52 14.74 13.87
Axis Short Term Fund - Retail Plan - Growth Option 7.5 05-03-2010 7,695.15 6.95 5.47 6.44 7.29 7.46
HDFC Short Term Debt Fund - Growth Option 7.5 05-06-2010 13,070.1 7.47 5.67 6.8 7.6 8.0
Axis Liquid Fund - Regular Plan - Growth Option 7.5 05-10-2009 26,698.79 7.34 5.86 5.24 6.43 7.01
Nippon India Liquid Fund -Growth Plan 7.5 05-12-2003 28,779.57 7.28 5.77 5.18 6.41 6.86

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 04-01-2010 34,522.53 27.67 12.08 15.21 13.37 13.08
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option 10 05-08-2010 13,932.65 31.83 16.51 19.52 14.74 13.87
Axis Short Term Fund - Retail Plan - Growth Option 15 05-03-2010 7,695.15 6.95 5.47 6.44 7.29 7.46
HDFC Short Term Debt Fund - Growth Option 15 05-06-2010 13,070.1 7.47 5.67 6.8 7.6 8.0
Axis Liquid Fund - Regular Plan - Growth Option 10 05-10-2009 26,698.79 7.34 5.86 5.24 6.43 7.01
Nippon India Liquid Fund -Growth Plan 10 05-12-2003 28,779.57 7.28 5.77 5.18 6.41 6.86