Menu
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 | 3,166.03 | 45.07 | 22.22 | 19.38 | 17.83 | 16.25 |
| Axis Midcap Fund - Regular Plan - Growth | 15 | 06-02-2011 | 25,536.68 | 43.0 | 20.05 | 21.13 | 19.64 | 18.52 |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 15 | 01-07-2019 | 14,251.7 | 51.02 | 25.02 | - | - | 27.62 |
| Axis Bluechip Fund - Regular Plan - Growth | 20 | 04-01-2010 | 33,523.02 | 28.69 | 12.61 | 13.66 | 13.97 | 12.57 |
| Axis Liquid Fund - Regular Plan - Growth Option | 10 | 05-10-2009 | 22,169.19 | 7.29 | 5.55 | 5.24 | 6.47 | 7.0 |
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 | 3,166.03 | 45.07 | 22.22 | 19.38 | 17.83 | 16.25 |
| Axis Bluechip Fund - Regular Plan - Growth | 15 | 04-01-2010 | 33,523.02 | 28.69 | 12.61 | 13.66 | 13.97 | 12.57 |
| Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 15 | 05-08-2010 | 12,577.55 | 31.36 | 16.32 | 17.05 | 14.97 | 13.17 |
| Axis Short Term Fund - Retail Plan - Growth Option | 7.5 | 05-03-2010 | 7,797.42 | 6.43 | 5.18 | 6.63 | 7.3 | 7.44 |
| HDFC Short Term Debt Fund - Growth Option | 7.5 | 05-06-2010 | 12,914.99 | 7.08 | 5.44 | 6.98 | 7.62 | 7.98 |
| Axis Liquid Fund - Regular Plan - Growth Option | 10 | 05-10-2009 | 22,169.19 | 7.29 | 5.55 | 5.24 | 6.47 | 7.0 |
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 | 9,890.14 | 27.21 | 14.78 | 14.79 | 14.83 | 12.88 |
| Axis Bluechip Fund - Regular Plan - Growth | 12.5 | 04-01-2010 | 33,523.02 | 28.69 | 12.61 | 13.66 | 13.97 | 12.57 |
| Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 12.5 | 05-08-2010 | 12,577.55 | 31.36 | 16.32 | 17.05 | 14.97 | 13.17 |
| Axis Short Term Fund - Retail Plan - Growth Option | 7.5 | 05-03-2010 | 7,797.42 | 6.43 | 5.18 | 6.63 | 7.3 | 7.44 |
| HDFC Short Term Debt Fund - Growth Option | 7.5 | 05-06-2010 | 12,914.99 | 7.08 | 5.44 | 6.98 | 7.62 | 7.98 |
| Axis Liquid Fund - Regular Plan - Growth Option | 10 | 05-10-2009 | 22,169.19 | 7.29 | 5.55 | 5.24 | 6.47 | 7.0 |
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 | 9,890.14 | 27.21 | 14.78 | 14.79 | 14.83 | 12.88 |
| Axis Bluechip Fund - Regular Plan - Growth | 5 | 04-01-2010 | 33,523.02 | 28.69 | 12.61 | 13.66 | 13.97 | 12.57 |
| Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 5 | 05-08-2010 | 12,577.55 | 31.36 | 16.32 | 17.05 | 14.97 | 13.17 |
| Axis Short Term Fund - Retail Plan - Growth Option | 7.5 | 05-03-2010 | 7,797.42 | 6.43 | 5.18 | 6.63 | 7.3 | 7.44 |
| HDFC Short Term Debt Fund - Growth Option | 7.5 | 05-06-2010 | 12,914.99 | 7.08 | 5.44 | 6.98 | 7.62 | 7.98 |
| Axis Liquid Fund - Regular Plan - Growth Option | 7.5 | 05-10-2009 | 22,169.19 | 7.29 | 5.55 | 5.24 | 6.47 | 7.0 |
| Nippon India Liquid Fund -Growth Plan | 7.5 | 05-12-2003 | 25,252.75 | 7.22 | 5.46 | 5.19 | 6.45 | 6.85 |
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 | 33,523.02 | 28.69 | 12.61 | 13.66 | 13.97 | 12.57 |
| Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 10 | 05-08-2010 | 12,577.55 | 31.36 | 16.32 | 17.05 | 14.97 | 13.17 |
| Axis Short Term Fund - Retail Plan - Growth Option | 15 | 05-03-2010 | 7,797.42 | 6.43 | 5.18 | 6.63 | 7.3 | 7.44 |
| HDFC Short Term Debt Fund - Growth Option | 15 | 05-06-2010 | 12,914.99 | 7.08 | 5.44 | 6.98 | 7.62 | 7.98 |
| Axis Liquid Fund - Regular Plan - Growth Option | 10 | 05-10-2009 | 22,169.19 | 7.29 | 5.55 | 5.24 | 6.47 | 7.0 |
| Nippon India Liquid Fund -Growth Plan | 10 | 05-12-2003 | 25,252.75 | 7.22 | 5.46 | 5.19 | 6.45 | 6.85 |