Model Portfolio

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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	43.11	18.88	23.77	16.68	16.85
Axis Midcap Fund - Regular Plan - Growth	15	06-02-2011	30,145.12	45.59	20.45	25.91	18.63	19.55
Mirae Asset Midcap Fund - Regular Plan-Growth Option	15	01-07-2019	16,668.98	47.49	23.32	-	-	29.5
Axis Bluechip Fund - Regular Plan - Growth	20	04-01-2010	34,522.53	27.69	12.03	15.64	13.39	13.07
Axis Liquid Fund - Regular Plan - Growth Option	10	05-10-2009	26,698.79	7.34	5.88	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	43.11	18.88	23.77	16.68	16.85
Axis Bluechip Fund - Regular Plan - Growth	15	04-01-2010	34,522.53	27.69	12.03	15.64	13.39	13.07
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option	15	05-08-2010	13,932.65	31.98	16.8	20.06	14.72	13.88
Axis Short Term Fund - Retail Plan - Growth Option	7.5	05-03-2010	7,695.15	7.14	5.52	6.5	7.27	7.47
HDFC Short Term Debt Fund - Growth Option	7.5	05-06-2010	13,070.1	7.63	5.74	6.88	7.58	8.01
Axis Liquid Fund - Regular Plan - Growth Option	10	05-10-2009	26,698.79	7.34	5.88	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	28.08	14.81	17.54	14.05	13.35
Axis Bluechip Fund - Regular Plan - Growth	12.5	04-01-2010	34,522.53	27.69	12.03	15.64	13.39	13.07
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option	12.5	05-08-2010	13,932.65	31.98	16.8	20.06	14.72	13.88
Axis Short Term Fund - Retail Plan - Growth Option	7.5	05-03-2010	7,695.15	7.14	5.52	6.5	7.27	7.47
HDFC Short Term Debt Fund - Growth Option	7.5	05-06-2010	13,070.1	7.63	5.74	6.88	7.58	8.01
Axis Liquid Fund - Regular Plan - Growth Option	10	05-10-2009	26,698.79	7.34	5.88	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	28.08	14.81	17.54	14.05	13.35
Axis Bluechip Fund - Regular Plan - Growth	5	04-01-2010	34,522.53	27.69	12.03	15.64	13.39	13.07
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option	5	05-08-2010	13,932.65	31.98	16.8	20.06	14.72	13.88
Axis Short Term Fund - Retail Plan - Growth Option	7.5	05-03-2010	7,695.15	7.14	5.52	6.5	7.27	7.47
HDFC Short Term Debt Fund - Growth Option	7.5	05-06-2010	13,070.1	7.63	5.74	6.88	7.58	8.01
Axis Liquid Fund - Regular Plan - Growth Option	7.5	05-10-2009	26,698.79	7.34	5.88	5.24	6.43	7.01
Nippon India Liquid Fund -Growth Plan	7.5	05-12-2003	28,779.57	7.28	5.8	5.18	6.39	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	27.69	12.03	15.64	13.39	13.07
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option	10	05-08-2010	13,932.65	31.98	16.8	20.06	14.72	13.88
Axis Short Term Fund - Retail Plan - Growth Option	15	05-03-2010	7,695.15	7.14	5.52	6.5	7.27	7.47
HDFC Short Term Debt Fund - Growth Option	15	05-06-2010	13,070.1	7.63	5.74	6.88	7.58	8.01
Axis Liquid Fund - Regular Plan - Growth Option	10	05-10-2009	26,698.79	7.34	5.88	5.24	6.43	7.01
Nippon India Liquid Fund -Growth Plan	10	05-12-2003	28,779.57	7.28	5.8	5.18	6.39	6.86