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Confused about How Much to Invest in Equity, Debt or Gold, This Readymade Portfolio may be of help
Horizon: Minimum 5 to 7 Years
| Fund Name | Fund Type | Alloc | Cur. NAV | NAV Date | Aum | Start Date | 3M% | 6M% | 1Yr% | 3Yr% | 5Yr% | SI% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Kotak Corporate Bond Fund- Regular Plan-Growth Option | Debt: Corporate Bond | 7.5% | 3783.104 | 16-06-2025 | 16,631.02 | 21-09-2007 | 3.56 | 5.08 | 9.69 | 7.88 | 6.53 | 7.46 |
| BANDHAN Government Securities Fund - IP - Regular Plan - Growth | Debt: Gilt | 7.5% | 35.1347 | 16-06-2025 | 3,105.99 | 01-12-2008 | 1.81 | 2.6 | 7.15 | 8.0 | 5.62 | 7.89 |
| HDFC Short Term Debt Fund - Growth Option | Debt: Short Duration | 7.5% | 32.0712 | 16-06-2025 | 15,176.21 | 05-06-2010 | 3.38 | 4.92 | 9.38 | 7.92 | 6.69 | 8.09 |
| Canara Robeco Emerging Equities - Regular Plan - Growth Option | Equity: Large and Mid Cap | 15% | 256.2 | 16-06-2025 | 25,097.26 | 05-03-2005 | 15.23 | -2.89 | 5.71 | 22.16 | 24.65 | 17.34 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 15% | 111.623 | 16-06-2025 | 39,560.93 | 01-04-2008 | 12.6 | -0.4 | 7.72 | 17.28 | 20.25 | 15.05 |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | Equity: Mid Cap | 15% | 191.597 | 16-06-2025 | 79,706.18 | 25-06-2007 | 17.81 | -1.81 | 6.82 | 32.93 | 33.49 | 17.84 |
| Kotak Gold Fund Growth | Fund of Funds-Domestic-Gold | 7.5% | 38.569 | 16-06-2025 | 3,098.03 | 18-03-2011 | 14.07 | 28.43 | 36.4 | 23.27 | 14.31 | 9.93 |
| Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth | Fund of Funds-Overseas | 10% | 37.2481 | 16-06-2025 | 4,859 | 05-11-2018 | 2.34 | -13.58 | 12.09 | 27.57 | 18.77 | 21.38 |
| ICICI Prudential Balanced Advantage Fund - Growth | Hybrid: Dynamic Asset Allocation | 15% | 73.47 | 16-06-2025 | 63,763.62 | 01-12-2006 | 8.83 | 4.45 | 9.41 | 15.1 | 16.42 | 11.4 |
| Average Return | 100% | 8.85 | 2.98 | 11.60 | 18.01 | 16.30 | 12.93 |
This Portfolio Invests in Billion Dollar AUM - Assets Under Management Fund & Emerging Billion Dollar AUM - Assets Under Management Fund
Horizon: Minimum 7 to 10 Years
| Fund Name | Fund Type | Alloc | Cur. NAV | NAV Date | Aum | Start Date | 3M% | 6M% | 1Yr% | 3Yr% | 5Yr% | SI% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ICICI Prudential Corporate Bond Fund - Growth | Debt: Corporate Bond | 20% | 29.8701 | 16-06-2025 | 31,265.32 | 12-06-2009 | 3.28 | 4.91 | 9.21 | 8.11 | 6.81 | 7.07 |
| HDFC Short Term Debt Fund - Growth Option | Debt: Short Duration | 20% | 32.0712 | 16-06-2025 | 15,176.21 | 05-06-2010 | 3.38 | 4.92 | 9.38 | 7.92 | 6.69 | 8.09 |
| Parag Parikh Flexi Cap Fund - Regular Plan - Growth | Equity: Flexi Cap | 20% | 83.2542 | 13-06-2025 | 103,866.66 | 05-05-2013 | 9.0 | 1.05 | 11.75 | 23.48 | 26.29 | 19.19 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 20% | 111.623 | 16-06-2025 | 39,560.93 | 01-04-2008 | 12.6 | -0.4 | 7.72 | 17.28 | 20.25 | 15.05 |
| Kotak Emerging Equity Scheme - Growth | Equity: Mid Cap | 20% | 133.065 | 16-06-2025 | 53,469.78 | 30-03-2007 | 20.21 | -3.4 | 6.08 | 27.28 | 31.2 | 15.26 |
| Average Return | 100% | 9.69 | 1.42 | 8.83 | 16.81 | 18.25 | 12.93 |
This Portfolio Invests in Billion Dollar AUM - Assets Under Management Fund & Emerging Billion Dollar AUM - Assets Under Management Fund
Horizon: Minimum 7 to 10 Years
| Fund Name | Fund Type | Alloc | Cur. NAV | NAV Date | Aum | Start Date | 3M% | 6M% | 1Yr% | 3Yr% | 5Yr% | SI% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BANDHAN Banking & PSU Debt Fund - Regular Growth | Debt: Banking and PSU | 20% | 24.6583 | 16-06-2025 | 13,572.79 | 07-03-2013 | 3.16 | 4.74 | 8.86 | 7.3 | 6.13 | 7.62 |
| Kotak Corporate Bond Fund- Regular Plan-Growth Option | Debt: Corporate Bond | 20% | 3783.104 | 16-06-2025 | 16,631.02 | 21-09-2007 | 3.56 | 5.08 | 9.69 | 7.88 | 6.53 | 7.46 |
| Parag Parikh Flexi Cap Fund - Regular Plan - Growth | Equity: Flexi Cap | 20% | 83.2542 | 13-06-2025 | 103,866.66 | 05-05-2013 | 9.0 | 1.05 | 11.75 | 23.48 | 26.29 | 19.19 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 20% | 111.623 | 16-06-2025 | 39,560.93 | 01-04-2008 | 12.6 | -0.4 | 7.72 | 17.28 | 20.25 | 15.05 |
| Axis Midcap Fund - Regular Plan - Growth | Equity: Mid Cap | 20% | 112.43 | 16-06-2025 | 30,554.72 | 06-02-2011 | 17.51 | -2.22 | 4.14 | 24.2 | 25.08 | 18.39 |
| Average Return | 100% | 9.17 | 1.65 | 8.43 | 16.03 | 16.86 | 13.54 |
This Portfolio aims at Deploying your Money at Short to Medium Term in a Pure Fixed Income or Debt Portfolio. Objective of the Fund is to preserve Wealth
Horizon: Minimum 5 to 7 Years
| Fund Name | Fund Type | Alloc | Cur. NAV | NAV Date | Aum | Start Date | 3M% | 6M% | 1Yr% | 3Yr% | 5Yr% | SI% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BANDHAN Banking & PSU Debt Fund - Regular Growth | Debt: Banking and PSU | 20% | 24.6583 | 16-06-2025 | 13,572.79 | 07-03-2013 | 3.16 | 4.74 | 8.86 | 7.3 | 6.13 | 7.62 |
| Kotak Corporate Bond Fund- Regular Plan-Growth Option | Debt: Corporate Bond | 20% | 3783.104 | 16-06-2025 | 16,631.02 | 21-09-2007 | 3.56 | 5.08 | 9.69 | 7.88 | 6.53 | 7.46 |
| BANDHAN Government Securities Fund - IP - Regular Plan - Growth | Debt: Gilt | 20% | 35.1347 | 16-06-2025 | 3,105.99 | 01-12-2008 | 1.81 | 2.6 | 7.15 | 8.0 | 5.62 | 7.89 |
| ICICI Prudential Liquid Fund - Growth | Debt: Liquid | 20% | 385.7088 | 16-06-2025 | 53,192.62 | 01-11-2005 | 1.82 | 3.55 | 7.2 | 6.91 | 5.47 | 7.13 |
| HDFC Short Term Debt Fund - Growth Option | Debt: Short Duration | 20% | 32.0712 | 16-06-2025 | 15,176.21 | 05-06-2010 | 3.38 | 4.92 | 9.38 | 7.92 | 6.69 | 8.09 |
| Average Return | 100% | 2.75 | 4.18 | 8.46 | 7.60 | 6.09 | 7.64 |
This Portfolio aims at Predominantly investing in Fixed Income and Secondarily through Equity in a Combination of 70:30 when deploying
Horizon: Minimum 5 to 7 Years
| Fund Name | Fund Type | Alloc | Cur. NAV | NAV Date | Aum | Start Date | 3M% | 6M% | 1Yr% | 3Yr% | 5Yr% | SI% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BANDHAN Banking & PSU Debt Fund - Regular Growth | Debt: Banking and PSU | 15% | 24.6583 | 16-06-2025 | 13,572.79 | 07-03-2013 | 3.16 | 4.74 | 8.86 | 7.3 | 6.13 | 7.62 |
| ICICI Prudential Corporate Bond Fund - Growth | Debt: Corporate Bond | 10% | 29.8701 | 16-06-2025 | 31,265.32 | 12-06-2009 | 3.28 | 4.91 | 9.21 | 8.11 | 6.81 | 7.07 |
| Kotak Corporate Bond Fund- Regular Plan-Growth Option | Debt: Corporate Bond | 10% | 3783.104 | 16-06-2025 | 16,631.02 | 21-09-2007 | 3.56 | 5.08 | 9.69 | 7.88 | 6.53 | 7.46 |
| BANDHAN Government Securities Fund - Constant Maturity Plan - Regular Plan - Growth | Debt: Gilt Fund with 10 year constant duration | 10% | 46.0213 | 16-06-2025 | 365 | 09-03-2002 | 4.15 | 5.88 | 11.09 | 9.55 | 5.92 | 6.77 |
| ICICI Prudential Liquid Fund - Growth | Debt: Liquid | 5% | 385.7088 | 16-06-2025 | 53,192.62 | 01-11-2005 | 1.82 | 3.55 | 7.2 | 6.91 | 5.47 | 7.13 |
| HDFC Short Term Debt Fund - Growth Option | Debt: Short Duration | 20% | 32.0712 | 16-06-2025 | 15,176.21 | 05-06-2010 | 3.38 | 4.92 | 9.38 | 7.92 | 6.69 | 8.09 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 10% | 111.623 | 16-06-2025 | 39,560.93 | 01-04-2008 | 12.6 | -0.4 | 7.72 | 17.28 | 20.25 | 15.05 |
| SBI Blue Chip Fund-Regular Plan Growth | Equity: Large Cap | 10% | 91.7507 | 16-06-2025 | 52,246.86 | 01-02-2006 | 11.31 | 0.35 | 5.83 | 19.3 | 21.82 | 12.14 |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | Equity: Mid Cap | 10% | 191.597 | 16-06-2025 | 79,706.18 | 25-06-2007 | 17.81 | -1.81 | 6.82 | 32.93 | 33.49 | 17.84 |
| Average Return | 100% | 6.79 | 3.02 | 8.42 | 13.02 | 12.57 | 9.91 |
A Combination of Indian and International Equity. Objective of the Portfolio is to Derisk a Portfolio of a Country Specific Risk and aim at optimal returns
Horizon: Minimum 7 to 10 Years
| Fund Name | Fund Type | Alloc | Cur. NAV | NAV Date | Aum | Start Date | 3M% | 6M% | 1Yr% | 3Yr% | 5Yr% | SI% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Franklin India Flexi Cap Fund - Growth | Equity: Flexi Cap | 3.5% | 1641.6678 | 16-06-2025 | 18,679.3 | 29-09-1994 | 13.89 | -1.48 | 7.72 | 24.9 | 27.25 | 18.05 |
| Parag Parikh Flexi Cap Fund - Regular Plan - Growth | Equity: Flexi Cap | 3.5% | 83.2542 | 13-06-2025 | 103,866.66 | 05-05-2013 | 9.0 | 1.05 | 11.75 | 23.48 | 26.29 | 19.19 |
| Canara Robeco Emerging Equities - Regular Plan - Growth Option | Equity: Large and Mid Cap | 10% | 256.2 | 16-06-2025 | 25,097.26 | 05-03-2005 | 15.23 | -2.89 | 5.71 | 22.16 | 24.65 | 17.34 |
| Mirae Asset Large and Midcap Fund - Regular Plan - Growth | Equity: Large and Mid Cap | 10% | 148.681 | 16-06-2025 | 39,464.06 | 02-07-2010 | 16.14 | -1.79 | 3.82 | 20.76 | 24.78 | 19.79 |
| Axis Large Cap Fund - Regular Plan - Growth | Equity: Large Cap | 10% | 59.93 | 16-06-2025 | 33,281.49 | 04-01-2010 | 9.96 | -0.93 | 4.08 | 16.0 | 16.61 | 12.28 |
| ICICI Prudential Bluechip Fund - Growth | Equity: Large Cap | 1.5% | 109.44 | 16-06-2025 | 69,754.84 | 05-05-2008 | 12.14 | 1.18 | 7.33 | 22.82 | 24.36 | 15.04 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 12.5% | 111.623 | 16-06-2025 | 39,560.93 | 01-04-2008 | 12.6 | -0.4 | 7.72 | 17.28 | 20.25 | 15.05 |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | Equity: Mid Cap | 2.5% | 191.597 | 16-06-2025 | 79,706.18 | 25-06-2007 | 17.81 | -1.81 | 6.82 | 32.93 | 33.49 | 17.84 |
| Kotak Emerging Equity Scheme - Growth | Equity: Mid Cap | 10% | 133.065 | 16-06-2025 | 53,469.78 | 30-03-2007 | 20.21 | -3.4 | 6.08 | 27.28 | 31.2 | 15.26 |
| SBI Small Cap Fund - Regular Plan - Growth | Equity: Small Cap | 10% | 169.9236 | 16-06-2025 | 34,014.91 | 01-09-2009 | 13.75 | -7.84 | -2.8 | 21.24 | 29.46 | 19.67 |
| Franklin Asian Equity Fund - Growth Plan | Equity: Thematic-International | 2.5% | 30.0279 | 13-06-2025 | 249.25 | 05-01-2008 | 6.54 | 3.25 | 10.76 | 6.56 | 4.9 | 6.52 |
| ICICI Prudential US Bluechip Equity Fund - Growth | Equity: Thematic-International | 4% | 61.61 | 13-06-2025 | 3,016.46 | 01-07-2012 | 2.31 | -3.81 | 7.63 | 15.89 | 13.25 | 14.96 |
| Nippon India Japan Equity Fund- Growth Plan- Growth Option | Equity: Thematic-International | 1.5% | 20.0562 | 16-06-2025 | 272.23 | 05-08-2014 | 4.21 | 6.17 | 13.96 | 13.02 | 7.2 | 6.72 |
| Franklin U.S. Opportunities Equity Active Fund of Funds - Growth | Fund of Funds-Overseas | 4% | 73.1929 | 13-06-2025 | 3,511.12 | 05-02-2012 | 10.31 | -1.85 | 9.25 | 22.75 | 12.69 | 15.75 |
| Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth | Fund of Funds-Overseas | 2% | 37.2481 | 16-06-2025 | 4,859 | 05-11-2018 | 2.34 | -13.58 | 12.09 | 27.57 | 18.77 | 21.38 |
| PGIM India Global Equity Opportunities Fund - Growth | Fund of Funds-Overseas | 2.5% | 42.28 | 13-06-2025 | 1,384.2 | 14-05-2010 | 9.22 | -5.27 | 0.59 | 21.31 | 11.07 | 10.02 |
| Kotak Equity Arbitrage Fund - Growth | Hybrid: Arbitrage | 5% | 37.3789 | 16-06-2025 | 67,196.29 | 29-09-2005 | 1.75 | 3.54 | 7.0 | 7.01 | 5.71 | 6.91 |
| HDFC BSE Sensex Index Fund - Growth Plan | Index Fund | 5% | 755.4446 | 16-06-2025 | 8,457.89 | 01-07-2002 | 11.12 | 0.4 | 6.95 | 17.55 | 20.39 | 14.71 |
| Average Return | 100% | 10.47 | -1.64 | 7.03 | 20.03 | 19.57 | 14.80 |
This Portfolio is an Auto Pilot Mode aiming for Wealth Preservation and Wealth Creation
Horizon: Minimum 5 to 7 Years
| Fund Name | Fund Type | Alloc | Cur. NAV | NAV Date | Aum | Start Date | 3M% | 6M% | 1Yr% | 3Yr% | 5Yr% | SI% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BANDHAN Banking & PSU Debt Fund - Regular Growth | Debt: Banking and PSU | 10% | 24.6583 | 16-06-2025 | 13,572.79 | 07-03-2013 | 3.16 | 4.74 | 8.86 | 7.3 | 6.13 | 7.62 |
| ICICI Prudential Corporate Bond Fund - Growth | Debt: Corporate Bond | 10% | 29.8701 | 16-06-2025 | 31,265.32 | 12-06-2009 | 3.28 | 4.91 | 9.21 | 8.11 | 6.81 | 7.07 |
| Kotak Gold Fund Growth | Fund of Funds-Domestic-Gold | 10% | 38.569 | 16-06-2025 | 3,098.03 | 18-03-2011 | 14.07 | 28.43 | 36.4 | 23.27 | 14.31 | 9.93 |
| SBI Equity Hybrid Fund - Regular Plan -Growth | Hybrid: Aggressive | 30% | 299.8582 | 16-06-2025 | 75,632.81 | 01-12-1995 | 11.5 | 5.33 | 11.7 | 17.49 | 18.5 | 14.12 |
| Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | Hybrid: Dynamic Asset Allocation | 10% | 50.45 | 16-06-2025 | 12,697.2 | 20-08-2009 | 8.4 | 0.16 | 4.43 | 14.98 | 15.74 | 10.76 |
| ICICI Prudential Balanced Advantage Fund - Growth | Hybrid: Dynamic Asset Allocation | 30% | 73.47 | 16-06-2025 | 63,763.62 | 01-12-2006 | 8.83 | 4.45 | 9.41 | 15.1 | 16.42 | 11.4 |
| Average Return | 100% | 8.21 | 8.00 | 13.33 | 14.38 | 12.98 | 10.15 |
A Frill Free Equity Portfolio aiming at Long Term Wealth Creation
Horizon: Minimum 7 to 10 Years
| Fund Name | Fund Type | Alloc | Cur. NAV | NAV Date | Aum | Start Date | 3M% | 6M% | 1Yr% | 3Yr% | 5Yr% | SI% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Parag Parikh Flexi Cap Fund - Regular Plan - Growth | Equity: Flexi Cap | 25% | 83.2542 | 13-06-2025 | 103,866.66 | 05-05-2013 | 9.0 | 1.05 | 11.75 | 23.48 | 26.29 | 19.19 |
| Mirae Asset Large and Midcap Fund - Regular Plan - Growth | Equity: Large and Mid Cap | 12.5% | 148.681 | 16-06-2025 | 39,464.06 | 02-07-2010 | 16.14 | -1.79 | 3.82 | 20.76 | 24.78 | 19.79 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 37.5% | 111.623 | 16-06-2025 | 39,560.93 | 01-04-2008 | 12.6 | -0.4 | 7.72 | 17.28 | 20.25 | 15.05 |
| Axis Midcap Fund - Regular Plan - Growth | Equity: Mid Cap | 15% | 112.43 | 16-06-2025 | 30,554.72 | 06-02-2011 | 17.51 | -2.22 | 4.14 | 24.2 | 25.08 | 18.39 |
| SBI Small Cap Fund - Regular Plan - Growth | Equity: Small Cap | 10% | 169.9236 | 16-06-2025 | 34,014.91 | 01-09-2009 | 13.75 | -7.84 | -2.8 | 21.24 | 29.46 | 19.67 |
| Average Return | 100% | 13.80 | -2.24 | 4.93 | 21.39 | 25.17 | 18.42 |
A Frill Free Equity Portfolio aiming at Long Term Wealth Creation
Horizon: Minimum 7 to 10 Years
| Fund Name | Fund Type | Alloc | Cur. NAV | NAV Date | Aum | Start Date | 3M% | 6M% | 1Yr% | 3Yr% | 5Yr% | SI% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Parag Parikh Flexi Cap Fund - Regular Plan - Growth | Equity: Flexi Cap | 25% | 83.2542 | 13-06-2025 | 103,866.66 | 05-05-2013 | 9.0 | 1.05 | 11.75 | 23.48 | 26.29 | 19.19 |
| Mirae Asset Large and Midcap Fund - Regular Plan - Growth | Equity: Large and Mid Cap | 12.5% | 148.681 | 16-06-2025 | 39,464.06 | 02-07-2010 | 16.14 | -1.79 | 3.82 | 20.76 | 24.78 | 19.79 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 37.5% | 111.623 | 16-06-2025 | 39,560.93 | 01-04-2008 | 12.6 | -0.4 | 7.72 | 17.28 | 20.25 | 15.05 |
| Kotak Emerging Equity Scheme - Growth | Equity: Mid Cap | 15% | 133.065 | 16-06-2025 | 53,469.78 | 30-03-2007 | 20.21 | -3.4 | 6.08 | 27.28 | 31.2 | 15.26 |
| SBI Small Cap Fund - Regular Plan - Growth | Equity: Small Cap | 10% | 169.9236 | 16-06-2025 | 34,014.91 | 01-09-2009 | 13.75 | -7.84 | -2.8 | 21.24 | 29.46 | 19.67 |
| Average Return | 100% | 14.34 | -2.48 | 5.31 | 22.01 | 26.40 | 17.79 |