Model Portfolio

  1. Home
  2. Mutual Fund Research
  3. Model Portfolio

Aggressive = Equity Funds 70% | Balanced Fund 30%

Model Portfolio Return

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Category: Equity: Large and Mid Cap
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 34.34 133,013
3 Year Return 13.42 146,844
5 Year Return 15.2 204,693
10 Year Return 15.59 427,256
Invest Now Fund Details

HDFC Mid-Cap Opportunities Fund - Growth Plan

Category: Equity: Mid Cap
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 54.1 153,232
3 Year Return 28.87 214,828
5 Year Return 24.89 305,017
10 Year Return 21.24 689,806
Invest Now Fund Details

Nippon India Small Cap Fund - Growth Plan - Growth Option

Category: Equity: Small Cap
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 57.16 155,971
3 Year Return 33.91 240,752
5 Year Return 31.11 389,716
10 Year Return 26.83 1,082,364
Invest Now Fund Details

ICICI Prudential Equity & Debt Fund - Growth

Category: Hybrid: Aggressive
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 39.09 137,760
3 Year Return 24.96 193,299
5 Year Return 20.65 257,297
10 Year Return 17.67 511,141
Invest Now Fund Details

Moderately Aggressive = Equity Funds 60% | Balanced Fund 40%

Model Portfolio Return

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Category: Equity: Large and Mid Cap
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 34.34 133,013
3 Year Return 13.42 146,844
5 Year Return 15.2 204,693
10 Year Return 15.59 427,256
Invest Now Fund Details

DSP Equity Opportunities Fund-Regular Plan - Growth

Category: Equity: Large and Mid Cap
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 46.06 144,393
3 Year Return 20.38 173,242
5 Year Return 19.63 246,833
10 Year Return 17.95 523,078
Invest Now Fund Details

Nippon India Large Cap Fund- Growth Plan -Growth Option

Category: Equity: Large Cap
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 40.74 138,947
3 Year Return 25.24 194,824
5 Year Return 17.93 230,701
10 Year Return 17.26 495,023
Invest Now Fund Details

SBI Blue Chip Fund-Regular Plan Growth

Category: Equity: Large Cap
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 24.68 123,550
3 Year Return 16.34 156,964
5 Year Return 15.82 209,687
10 Year Return 15.52 426,039
Invest Now Fund Details

SBI Equity Hybrid Fund - Regular Plan -Growth

Category: Hybrid: Aggressive
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 24.11 123,215
3 Year Return 13.69 146,538
5 Year Return 13.87 192,475
10 Year Return 14.22 378,011
Invest Now Fund Details

Moderate = Equity Funds 40% | Balanced Funds 50% | Equity Savings Fund 10%

Model Portfolio Return

Aditya Birla Sun Life Frontline Equity Fund-Growth

Category: Equity: Large Cap
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 30.97 129,598
3 Year Return 17.51 161,263
5 Year Return 15.53 207,787
10 Year Return 14.63 394,595
Invest Now Fund Details

SBI Blue Chip Fund-Regular Plan Growth

Category: Equity: Large Cap
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 24.68 123,550
3 Year Return 16.34 156,964
5 Year Return 15.82 209,687
10 Year Return 15.52 426,039
Invest Now Fund Details

ICICI Prudential Equity & Debt Fund - Growth

Category: Hybrid: Aggressive
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 39.09 137,760
3 Year Return 24.96 193,299
5 Year Return 20.65 257,297
10 Year Return 17.67 511,141
Invest Now Fund Details

Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%

Model Portfolio Return

ICICI Prudential Equity & Debt Fund - Growth

Category: Hybrid: Aggressive
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 39.09 137,760
3 Year Return 24.96 193,299
5 Year Return 20.65 257,297
10 Year Return 17.67 511,141
Invest Now Fund Details

SBI Equity Hybrid Fund - Regular Plan -Growth

Category: Hybrid: Aggressive
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 24.11 123,215
3 Year Return 13.69 146,538
5 Year Return 13.87 192,475
10 Year Return 14.22 378,011
Invest Now Fund Details

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Category: Hybrid: Aggressive
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 22.99 122,307
3 Year Return 15.59 153,531
5 Year Return 13.55 190,004
10 Year Return 13.38 352,435
Invest Now Fund Details

HDFC Equity Savings Fund - GROWTH PLAN

Category: Hybrid: Equity Savings
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 17.45 117,040
3 Year Return 11.82 139,579
5 Year Return 10.46 165,128
10 Year Return 9.94 258,149
Invest Now Fund Details

Conservative = Income Funds 50% | Hybrid Debt Funds (MIP) 30% | Equity Savings Fund 20%

Model Portfolio Return

ICICI Prudential All Seasons Bond Fund - Growth

Category: Debt: Dynamic Bond
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 7.04 107,033
3 Year Return 5.84 118,536
5 Year Return 7.64 144,473
10 Year Return 8.79 232,474
Invest Now Fund Details

UTI Dynamic Bond Fund - Regular Plan - Growth Option

Category: Debt: Dynamic Bond
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 6.53 106,503
3 Year Return 10.01 133,216
5 Year Return 7.04 140,493
10 Year Return 7.23 201,242
Invest Now Fund Details

Axis Strategic Bond Fund - Regular Plan - Growth Option

Category: Debt: Medium Duration
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 6.91 106,899
3 Year Return 5.84 118,529
5 Year Return 6.78 138,739
10 Year Return 7.97 215,351
Invest Now Fund Details

Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

Category: Hybrid: Conservative
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 10.84 110,745
3 Year Return 8.59 128,108
5 Year Return 8.9 153,563
10 Year Return 9.8 254,825
Invest Now Fund Details

ICICI Prudential Regular Savings Fund - Plan - Growth

Category: Hybrid: Conservative
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 14.04 113,963
3 Year Return 9.5 131,200
5 Year Return 9.68 158,767
10 Year Return 10.39 268,674
Invest Now Fund Details

HDFC Equity Savings Fund - GROWTH PLAN

Category: Hybrid: Equity Savings
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 17.45 117,040
3 Year Return 11.82 139,579
5 Year Return 10.46 165,128
10 Year Return 9.94 258,149
Invest Now Fund Details