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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% | 3743.8572 | 30-04-2025 | 14,638.79 | 21-09-2007 | 3.18 | 4.95 | 9.78 | 7.25 | 6.76 | 7.45 |
| BANDHAN Government Securities Fund - IP - Regular Plan - Growth | Debt: Gilt | 7.5% | 35.7914 | 30-04-2025 | 3,542 | 01-12-2008 | 4.25 | 5.28 | 12.64 | 7.97 | 6.51 | 8.07 |
| HDFC Short Term Debt Fund - Growth Option | Debt: Short Duration | 7.5% | 31.7213 | 30-04-2025 | 14,207.9 | 05-06-2010 | 2.94 | 4.73 | 9.41 | 7.32 | 7.0 | 8.08 |
| Canara Robeco Emerging Equities - Regular Plan - Growth Option | Equity: Large and Mid Cap | 15% | 241.67 | 30-04-2025 | 23,165.18 | 05-03-2005 | 3.3 | -2.65 | 9.99 | 15.62 | 23.45 | 17.12 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 15% | 107.847 | 30-04-2025 | 37,791.45 | 01-04-2008 | 4.39 | -0.73 | 9.25 | 12.25 | 19.48 | 14.94 |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | Equity: Mid Cap | 15% | 177.727 | 30-04-2025 | 72,610.08 | 25-06-2007 | 0.87 | -4.71 | 8.69 | 24.4 | 32.26 | 17.48 |
| Kotak Gold Fund Growth | Fund of Funds-Domestic-Gold | 7.5% | 36.619 | 30-04-2025 | 2,834.9 | 18-03-2011 | 15.57 | 17.68 | 29.01 | 20.08 | 13.0 | 9.62 |
| Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth | Fund of Funds-Overseas | 10% | 34.993 | 30-04-2025 | 5,339 | 05-11-2018 | -18.34 | -0.38 | 15.8 | 19.94 | 19.49 | 20.67 |
| ICICI Prudential Balanced Advantage Fund - Growth | Hybrid: Dynamic Asset Allocation | 15% | 71.52 | 30-04-2025 | 60,591.13 | 01-12-2006 | 4.24 | 2.79 | 9.91 | 12.95 | 16.37 | 11.32 |
| Average Return | 100% | 2.27 | 3.00 | 12.72 | 14.20 | 16.04 | 12.75 |
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% | 29.5623 | 30-04-2025 | 29,929.41 | 12-06-2009 | 3.01 | 4.8 | 9.25 | 7.68 | 7.13 | 7.06 |
| HDFC Short Term Debt Fund - Growth Option | Debt: Short Duration | 20% | 31.7213 | 30-04-2025 | 14,207.9 | 05-06-2010 | 2.94 | 4.73 | 9.41 | 7.32 | 7.0 | 8.08 |
| Parag Parikh Flexi Cap Fund - Regular Plan - Growth | Equity: Flexi Cap | 20% | 80.3227 | 30-04-2025 | 93,381.83 | 05-05-2013 | 0.94 | 0.68 | 12.79 | 18.89 | 27.37 | 19.05 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 20% | 107.847 | 30-04-2025 | 37,791.45 | 01-04-2008 | 4.39 | -0.73 | 9.25 | 12.25 | 19.48 | 14.94 |
| Kotak Emerging Equity Scheme - Growth | Equity: Mid Cap | 20% | 120.783 | 30-04-2025 | 48,128.71 | 30-03-2007 | -0.13 | -7.57 | 9.78 | 18.48 | 29.35 | 14.76 |
| Average Return | 100% | 2.23 | 0.38 | 10.10 | 12.92 | 18.07 | 12.78 |
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% | 24.4059 | 30-04-2025 | 13,391.1 | 07-03-2013 | 2.81 | 4.57 | 8.94 | 6.8 | 6.51 | 7.61 |
| Kotak Corporate Bond Fund- Regular Plan-Growth Option | Debt: Corporate Bond | 20% | 3743.8572 | 30-04-2025 | 14,638.79 | 21-09-2007 | 3.18 | 4.95 | 9.78 | 7.25 | 6.76 | 7.45 |
| Parag Parikh Flexi Cap Fund - Regular Plan - Growth | Equity: Flexi Cap | 20% | 80.3227 | 30-04-2025 | 93,381.83 | 05-05-2013 | 0.94 | 0.68 | 12.79 | 18.89 | 27.37 | 19.05 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 20% | 107.847 | 30-04-2025 | 37,791.45 | 01-04-2008 | 4.39 | -0.73 | 9.25 | 12.25 | 19.48 | 14.94 |
| Axis Midcap Fund - Regular Plan - Growth | Equity: Mid Cap | 20% | 103.76 | 30-04-2025 | 28,063.16 | 06-02-2011 | 2.17 | -5.45 | 8.71 | 16.28 | 23.5 | 17.9 |
| Average Return | 100% | 2.70 | 0.80 | 9.89 | 12.29 | 16.72 | 13.39 |
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% | 24.4059 | 30-04-2025 | 13,391.1 | 07-03-2013 | 2.81 | 4.57 | 8.94 | 6.8 | 6.51 | 7.61 |
| Kotak Corporate Bond Fund- Regular Plan-Growth Option | Debt: Corporate Bond | 20% | 3743.8572 | 30-04-2025 | 14,638.79 | 21-09-2007 | 3.18 | 4.95 | 9.78 | 7.25 | 6.76 | 7.45 |
| BANDHAN Government Securities Fund - IP - Regular Plan - Growth | Debt: Gilt | 20% | 35.7914 | 30-04-2025 | 3,542 | 01-12-2008 | 4.25 | 5.28 | 12.64 | 7.97 | 6.51 | 8.07 |
| ICICI Prudential Liquid Fund - Growth | Debt: Liquid | 20% | 382.5811 | 01-05-2025 | 42,269.1 | 01-11-2005 | 1.8 | 3.57 | 7.27 | 6.8 | 5.43 | 7.14 |
| HDFC Short Term Debt Fund - Growth Option | Debt: Short Duration | 20% | 31.7213 | 30-04-2025 | 14,207.9 | 05-06-2010 | 2.94 | 4.73 | 9.41 | 7.32 | 7.0 | 8.08 |
| Average Return | 100% | 3.00 | 4.62 | 9.61 | 7.23 | 6.44 | 7.67 |
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% | 24.4059 | 30-04-2025 | 13,391.1 | 07-03-2013 | 2.81 | 4.57 | 8.94 | 6.8 | 6.51 | 7.61 |
| ICICI Prudential Corporate Bond Fund - Growth | Debt: Corporate Bond | 10% | 29.5623 | 30-04-2025 | 29,929.41 | 12-06-2009 | 3.01 | 4.8 | 9.25 | 7.68 | 7.13 | 7.06 |
| Kotak Corporate Bond Fund- Regular Plan-Growth Option | Debt: Corporate Bond | 10% | 3743.8572 | 30-04-2025 | 14,638.79 | 21-09-2007 | 3.18 | 4.95 | 9.78 | 7.25 | 6.76 | 7.45 |
| BANDHAN Government Securities Fund - Constant Maturity Plan - Regular Plan - Growth | Debt: Gilt Fund with 10 year constant duration | 10% | 45.8136 | 30-04-2025 | 342 | 09-03-2002 | 4.37 | 6.58 | 12.88 | 8.54 | 6.35 | 6.79 |
| ICICI Prudential Liquid Fund - Growth | Debt: Liquid | 5% | 382.5811 | 01-05-2025 | 42,269.1 | 01-11-2005 | 1.8 | 3.57 | 7.27 | 6.8 | 5.43 | 7.14 |
| HDFC Short Term Debt Fund - Growth Option | Debt: Short Duration | 20% | 31.7213 | 30-04-2025 | 14,207.9 | 05-06-2010 | 2.94 | 4.73 | 9.41 | 7.32 | 7.0 | 8.08 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 10% | 107.847 | 30-04-2025 | 37,791.45 | 01-04-2008 | 4.39 | -0.73 | 9.25 | 12.25 | 19.48 | 14.94 |
| SBI Blue Chip Fund-Regular Plan Growth | Equity: Large Cap | 10% | 89.1392 | 30-04-2025 | 49,394.16 | 01-02-2006 | 3.94 | -0.95 | 9.9 | 14.46 | 21.3 | 12.06 |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | Equity: Mid Cap | 10% | 177.727 | 30-04-2025 | 72,610.08 | 25-06-2007 | 0.87 | -4.71 | 8.69 | 24.4 | 32.26 | 17.48 |
| Average Return | 100% | 3.03 | 2.53 | 9.49 | 10.61 | 12.47 | 9.85 |
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% | 1583.8317 | 30-04-2025 | 17,393.86 | 29-09-1994 | 4.63 | -1.49 | 9.28 | 19.08 | 27.41 | 18.0 |
| Parag Parikh Flexi Cap Fund - Regular Plan - Growth | Equity: Flexi Cap | 3.5% | 80.3227 | 30-04-2025 | 93,381.83 | 05-05-2013 | 0.94 | 0.68 | 12.79 | 18.89 | 27.37 | 19.05 |
| Canara Robeco Emerging Equities - Regular Plan - Growth Option | Equity: Large and Mid Cap | 10% | 241.67 | 30-04-2025 | 23,165.18 | 05-03-2005 | 3.3 | -2.65 | 9.99 | 15.62 | 23.45 | 17.12 |
| Mirae Asset Large and Midcap Fund - Regular Plan - Growth | Equity: Large and Mid Cap | 10% | 139.858 | 30-04-2025 | 36,507.91 | 02-07-2010 | 3.24 | -4.15 | 4.31 | 14.12 | 23.46 | 19.48 |
| Axis Bluechip Fund - Regular Plan - Growth | Equity: Large Cap | 10% | 58.88 | 30-04-2025 | 32,352.98 | 04-01-2010 | 4.05 | 0.72 | 7.0 | 11.0 | 15.88 | 12.26 |
| ICICI Prudential Bluechip Fund - Growth | Equity: Large Cap | 1.5% | 106.59 | 30-04-2025 | 64,962.52 | 05-05-2008 | 5.2 | 0.2 | 9.0 | 18.27 | 24.09 | 14.98 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 12.5% | 107.847 | 30-04-2025 | 37,791.45 | 01-04-2008 | 4.39 | -0.73 | 9.25 | 12.25 | 19.48 | 14.94 |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | Equity: Mid Cap | 2.5% | 177.727 | 30-04-2025 | 72,610.08 | 25-06-2007 | 0.87 | -4.71 | 8.69 | 24.4 | 32.26 | 17.48 |
| Kotak Emerging Equity Scheme - Growth | Equity: Mid Cap | 10% | 120.783 | 30-04-2025 | 48,128.71 | 30-03-2007 | -0.13 | -7.57 | 9.78 | 18.48 | 29.35 | 14.76 |
| SBI Small Cap Fund - Regular Plan - Growth | Equity: Small Cap | 10% | 159.2045 | 30-04-2025 | 30,828.79 | 01-09-2009 | -1.35 | -9.99 | -0.67 | 14.86 | 28.46 | 19.35 |
| Franklin Asian Equity Fund - Growth Plan | Equity: Thematic-International | 2.5% | 27.7525 | 30-04-2025 | 238.82 | 05-01-2008 | -2.06 | -4.26 | 6.9 | 2.93 | 4.38 | 6.08 |
| ICICI Prudential US Bluechip Equity Fund - Growth | Equity: Thematic-International | 4% | 57.7 | 30-04-2025 | 3,019.13 | 01-07-2012 | -11.19 | -8.38 | 1.07 | 10.95 | 12.8 | 14.52 |
| Nippon India Japan Equity Fund- Growth Plan- Growth Option | Equity: Thematic-International | 1.5% | 19.3999 | 30-04-2025 | 266.55 | 05-08-2014 | 0.79 | 4.81 | 8.25 | 10.15 | 8.61 | 6.47 |
| Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth | Fund of Funds-Overseas | 4% | 65.7421 | 30-04-2025 | 3,451.59 | 05-02-2012 | -13.77 | -7.62 | 7.55 | 13.18 | 12.29 | 14.97 |
| Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth | Fund of Funds-Overseas | 2% | 34.993 | 30-04-2025 | 5,339 | 05-11-2018 | -18.34 | -0.38 | 15.8 | 19.94 | 19.49 | 20.67 |
| PGIM India Global Equity Opportunities Fund - Growth | Fund of Funds-Overseas | 2.5% | 39.83 | 30-04-2025 | 1,250.68 | 14-05-2010 | -11.05 | -7.78 | 4.87 | 12.46 | 12.75 | 9.67 |
| Kotak Equity Arbitrage Fund - Growth | Hybrid: Arbitrage | 5% | 37.1297 | 30-04-2025 | 60,373.14 | 29-09-2005 | 1.92 | 3.72 | 7.46 | 6.95 | 5.67 | 6.92 |
| HDFC BSE Sensex Index Fund - Growth Plan | Index Fund | 5% | 738.735 | 30-04-2025 | 7,913.75 | 01-07-2002 | 4.59 | 0.41 | 8.58 | 12.95 | 19.8 | 14.69 |
| Average Return | 100% | -1.33 | -2.73 | 7.77 | 14.25 | 19.28 | 14.52 |
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% | 24.4059 | 30-04-2025 | 13,391.1 | 07-03-2013 | 2.81 | 4.57 | 8.94 | 6.8 | 6.51 | 7.61 |
| ICICI Prudential Corporate Bond Fund - Growth | Debt: Corporate Bond | 10% | 29.5623 | 30-04-2025 | 29,929.41 | 12-06-2009 | 3.01 | 4.8 | 9.25 | 7.68 | 7.13 | 7.06 |
| Kotak Gold Fund Growth | Fund of Funds-Domestic-Gold | 10% | 36.619 | 30-04-2025 | 2,834.9 | 18-03-2011 | 15.57 | 17.68 | 29.01 | 20.08 | 13.0 | 9.62 |
| SBI Equity Hybrid Fund - Regular Plan -Growth | Hybrid: Aggressive | 30% | 288.6881 | 30-04-2025 | 72,555.11 | 01-12-1995 | 5.59 | 4.32 | 11.63 | 12.65 | 17.69 | 14.04 |
| Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | Hybrid: Dynamic Asset Allocation | 10% | 49.05 | 30-04-2025 | 12,239.74 | 20-08-2009 | 2.66 | -0.99 | 4.76 | 11.55 | 15.29 | 10.66 |
| ICICI Prudential Balanced Advantage Fund - Growth | Hybrid: Dynamic Asset Allocation | 30% | 71.52 | 30-04-2025 | 60,591.13 | 01-12-2006 | 4.24 | 2.79 | 9.91 | 12.95 | 16.37 | 11.32 |
| Average Return | 100% | 5.65 | 5.53 | 12.25 | 11.95 | 12.66 | 10.05 |
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% | 80.3227 | 30-04-2025 | 93,381.83 | 05-05-2013 | 0.94 | 0.68 | 12.79 | 18.89 | 27.37 | 19.05 |
| Mirae Asset Large and Midcap Fund - Regular Plan - Growth | Equity: Large and Mid Cap | 12.5% | 139.858 | 30-04-2025 | 36,507.91 | 02-07-2010 | 3.24 | -4.15 | 4.31 | 14.12 | 23.46 | 19.48 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 37.5% | 107.847 | 30-04-2025 | 37,791.45 | 01-04-2008 | 4.39 | -0.73 | 9.25 | 12.25 | 19.48 | 14.94 |
| Axis Midcap Fund - Regular Plan - Growth | Equity: Mid Cap | 15% | 103.76 | 30-04-2025 | 28,063.16 | 06-02-2011 | 2.17 | -5.45 | 8.71 | 16.28 | 23.5 | 17.9 |
| SBI Small Cap Fund - Regular Plan - Growth | Equity: Small Cap | 10% | 159.2045 | 30-04-2025 | 30,828.79 | 01-09-2009 | -1.35 | -9.99 | -0.67 | 14.86 | 28.46 | 19.35 |
| Average Return | 100% | 1.88 | -3.93 | 6.88 | 15.28 | 24.45 | 18.14 |
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% | 80.3227 | 30-04-2025 | 93,381.83 | 05-05-2013 | 0.94 | 0.68 | 12.79 | 18.89 | 27.37 | 19.05 |
| Mirae Asset Large and Midcap Fund - Regular Plan - Growth | Equity: Large and Mid Cap | 12.5% | 139.858 | 30-04-2025 | 36,507.91 | 02-07-2010 | 3.24 | -4.15 | 4.31 | 14.12 | 23.46 | 19.48 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 37.5% | 107.847 | 30-04-2025 | 37,791.45 | 01-04-2008 | 4.39 | -0.73 | 9.25 | 12.25 | 19.48 | 14.94 |
| Kotak Emerging Equity Scheme - Growth | Equity: Mid Cap | 15% | 120.783 | 30-04-2025 | 48,128.71 | 30-03-2007 | -0.13 | -7.57 | 9.78 | 18.48 | 29.35 | 14.76 |
| SBI Small Cap Fund - Regular Plan - Growth | Equity: Small Cap | 10% | 159.2045 | 30-04-2025 | 30,828.79 | 01-09-2009 | -1.35 | -9.99 | -0.67 | 14.86 | 28.46 | 19.35 |
| Average Return | 100% | 1.42 | -4.35 | 7.09 | 15.72 | 25.62 | 17.52 |