Home
Mutual Funds Karo - Model Portfolio

Not sure about your risk profile?

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	37.29	135,239
3 Year Return	14.04	144,645
5 Year Return	14.84	199,466
10 Year Return	15.38	419,435

HDFC Mid-Cap Opportunities Fund - Growth Plan

Category	Equity: Mid Cap

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	57.76	154,940
3 Year Return	30.01	214,944
5 Year Return	24.09	295,955
10 Year Return	21.16	680,072

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	61.77	159,714
3 Year Return	36.27	247,252
5 Year Return	30.75	385,053
10 Year Return	27.14	1,095,882

ICICI Prudential Equity & Debt Fund - Growth

Category	Hybrid: Aggressive

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	41.1	139,672
3 Year Return	26.48	198,115
5 Year Return	20.54	254,739
10 Year Return	17.71	510,730

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	37.29	135,239
3 Year Return	14.04	144,645
5 Year Return	14.84	199,466
10 Year Return	15.38	419,435

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	46.98	145,271
3 Year Return	21.56	175,536
5 Year Return	19.06	239,486
10 Year Return	17.73	512,042

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	43.65	141,391
3 Year Return	26.18	195,723
5 Year Return	17.58	225,104
10 Year Return	17.07	484,199

SBI Blue Chip Fund-Regular Plan Growth

Category	Equity: Large Cap

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	26.06	124,086
3 Year Return	16.41	154,406
5 Year Return	15.34	203,863
10 Year Return	15.28	414,485

SBI Equity Hybrid Fund - Regular Plan -Growth

Category	Hybrid: Aggressive

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	26.31	124,708
3 Year Return	14.41	147,044
5 Year Return	13.81	190,718
10 Year Return	14.22	377,007

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	33.09	131,313
3 Year Return	18.25	161,269
5 Year Return	15.18	202,544
10 Year Return	14.51	388,477

SBI Blue Chip Fund-Regular Plan Growth

Category	Equity: Large Cap

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	26.06	124,086
3 Year Return	16.41	154,406
5 Year Return	15.34	203,863
10 Year Return	15.28	414,485

ICICI Prudential Equity & Debt Fund - Growth

Category	Hybrid: Aggressive

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	41.1	139,672
3 Year Return	26.48	198,115
5 Year Return	20.54	254,739
10 Year Return	17.71	510,730

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	41.1	139,672
3 Year Return	26.48	198,115
5 Year Return	20.54	254,739
10 Year Return	17.71	510,730

SBI Equity Hybrid Fund - Regular Plan -Growth

Category	Hybrid: Aggressive

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	26.31	124,708
3 Year Return	14.41	147,044
5 Year Return	13.81	190,718
10 Year Return	14.22	377,007

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Category	Hybrid: Aggressive

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	24.31	122,794
3 Year Return	16.21	153,326
5 Year Return	13.35	186,959
10 Year Return	13.38	350,683

HDFC Equity Savings Fund - GROWTH PLAN

Category	Hybrid: Equity Savings

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	18.27	117,606
3 Year Return	12.27	140,042
5 Year Return	10.38	163,810
10 Year Return	9.92	257,452

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	6.86	106,828
3 Year Return	5.76	118,232
5 Year Return	7.56	143,849
10 Year Return	8.84	232,793

UTI Dynamic Bond Fund - Regular Plan - Growth Option

Category	Debt: Dynamic Bond

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	6.17	106,138
3 Year Return	9.84	132,567
5 Year Return	6.3	139,592
10 Year Return	7.24	200,949

Axis Strategic Bond Fund - Regular Plan - Growth Option

Category	Debt: Medium Duration

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	6.9	106,852
3 Year Return	5.8	118,410
5 Year Return	6.73	138,394
10 Year Return	7.99	215,494

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	11.08	110,786
3 Year Return	8.63	127,364
5 Year Return	8.75	152,046
10 Year Return	9.78	254,173

ICICI Prudential Regular Savings Fund - Plan - Growth

Category	Hybrid: Conservative

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	14.56	114,160
3 Year Return	9.61	130,938
5 Year Return	9.62	158,186
10 Year Return	10.44	269,641