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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% | 3813.374 | 01-08-2025 | 17,303.99 | 21-09-2007 | 1.86 | 5.08 | 9.19 | 7.76 | 6.25 | 7.45 |
| BANDHAN Government Securities Fund - IP - Regular Plan - Growth | Debt: Gilt | 7.5% | 35.2453 | 01-08-2025 | 3,123.96 | 01-12-2008 | -1.53 | 2.84 | 6.31 | 7.32 | 5.21 | 7.85 |
| HDFC Short Term Debt Fund - Growth Option | Debt: Short Duration | 7.5% | 32.3389 | 01-08-2025 | 17,402.27 | 05-06-2010 | 1.95 | 4.93 | 8.97 | 7.8 | 6.3 | 8.07 |
| CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - GROWTH OPTION | Equity: Large and Mid Cap | 15% | 253.66 | 01-08-2025 | 26,117.61 | 05-03-2005 | 4.96 | 6.75 | 0.64 | 16.61 | 22.04 | 17.17 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 15% | 111.175 | 01-08-2025 | 40,724.59 | 01-04-2008 | 3.09 | 6.46 | 0.03 | 12.84 | 17.42 | 14.9 |
| HDFC Mid Cap Fund - Growth Plan | Equity: Mid Cap | 15% | 191.045 | 01-08-2025 | 84,061.43 | 25-06-2007 | 7.49 | 7.42 | 0.85 | 26.48 | 30.93 | 17.69 |
| Kotak Gold Fund Growth | Fund of Funds-Domestic-Gold | 7.5% | 37.905 | 01-08-2025 | 3,155.45 | 18-03-2011 | 3.51 | 18.16 | 37.92 | 22.21 | 11.28 | 9.71 |
| Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth | Fund of Funds-Overseas | 10% | 42.0949 | 01-08-2025 | 5,104.86 | 05-11-2018 | 20.3 | -1.51 | 27.09 | 25.8 | 19.73 | 23.18 |
| ICICI Prudential Balanced Advantage Fund - Growth | Hybrid: Dynamic Asset Allocation | 15% | 73.35 | 01-08-2025 | 65,297.88 | 01-12-2006 | 2.56 | 6.3 | 5.28 | 12.91 | 14.69 | 11.31 |
| Average Return | 100% | 4.91 | 6.27 | 10.70 | 15.53 | 14.87 | 13.04 |
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% | 30.125 | 01-08-2025 | 33,109.1 | 12-06-2009 | 1.9 | 4.96 | 8.87 | 8.08 | 6.49 | 7.07 |
| HDFC Short Term Debt Fund - Growth Option | Debt: Short Duration | 20% | 32.3389 | 01-08-2025 | 17,402.27 | 05-06-2010 | 1.95 | 4.93 | 8.97 | 7.8 | 6.3 | 8.07 |
| Parag Parikh Flexi Cap Fund - Regular Plan - Growth | Equity: Flexi Cap | 20% | 84.5484 | 31-07-2025 | 110,392.32 | 05-05-2013 | 5.26 | 5.06 | 7.82 | 21.63 | 23.65 | 19.12 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 20% | 111.175 | 01-08-2025 | 40,724.59 | 01-04-2008 | 3.09 | 6.46 | 0.03 | 12.84 | 17.42 | 14.9 |
| Kotak Midcap Fund - Regular Plan - Growth | Equity: Mid Cap | 20% | 134.613 | 01-08-2025 | 57,101.96 | 30-03-2007 | 11.45 | 9.84 | 1.92 | 22.16 | 29.06 | 15.22 |
| Average Return | 100% | 4.73 | 6.25 | 5.52 | 14.50 | 16.58 | 12.88 |
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 and PSU Fund - Regular Growth | Debt: Banking and PSU | 20% | 24.8195 | 01-08-2025 | 13,500.57 | 07-03-2013 | 1.69 | 4.55 | 8.35 | 7.25 | 5.82 | 7.6 |
| Kotak Corporate Bond Fund- Regular Plan-Growth Option | Debt: Corporate Bond | 20% | 3813.374 | 01-08-2025 | 17,303.99 | 21-09-2007 | 1.86 | 5.08 | 9.19 | 7.76 | 6.25 | 7.45 |
| Parag Parikh Flexi Cap Fund - Regular Plan - Growth | Equity: Flexi Cap | 20% | 84.5484 | 31-07-2025 | 110,392.32 | 05-05-2013 | 5.26 | 5.06 | 7.82 | 21.63 | 23.65 | 19.12 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 20% | 111.175 | 01-08-2025 | 40,724.59 | 01-04-2008 | 3.09 | 6.46 | 0.03 | 12.84 | 17.42 | 14.9 |
| Axis Midcap Fund - Regular Plan - Growth | Equity: Mid Cap | 20% | 111.7 | 01-08-2025 | 31,913.84 | 06-02-2011 | 7.65 | 8.64 | 0.57 | 18.49 | 23.31 | 18.16 |
| Average Return | 100% | 3.91 | 5.96 | 5.19 | 13.59 | 15.29 | 13.45 |
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 and PSU Fund - Regular Growth | Debt: Banking and PSU | 20% | 24.8195 | 01-08-2025 | 13,500.57 | 07-03-2013 | 1.69 | 4.55 | 8.35 | 7.25 | 5.82 | 7.6 |
| Kotak Corporate Bond Fund- Regular Plan-Growth Option | Debt: Corporate Bond | 20% | 3813.374 | 01-08-2025 | 17,303.99 | 21-09-2007 | 1.86 | 5.08 | 9.19 | 7.76 | 6.25 | 7.45 |
| BANDHAN Government Securities Fund - IP - Regular Plan - Growth | Debt: Gilt | 20% | 35.2453 | 01-08-2025 | 3,123.96 | 01-12-2008 | -1.53 | 2.84 | 6.31 | 7.32 | 5.21 | 7.85 |
| ICICI Prudential Liquid Fund - Growth | Debt: Liquid | 20% | 388.4822 | 01-08-2025 | 55,017.12 | 01-11-2005 | 1.54 | 3.37 | 7.02 | 6.96 | 5.52 | 7.12 |
| HDFC Short Term Debt Fund - Growth Option | Debt: Short Duration | 20% | 32.3389 | 01-08-2025 | 17,402.27 | 05-06-2010 | 1.95 | 4.93 | 8.97 | 7.8 | 6.3 | 8.07 |
| Average Return | 100% | 1.10 | 4.15 | 7.97 | 7.42 | 5.82 | 7.62 |
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 and PSU Fund - Regular Growth | Debt: Banking and PSU | 15% | 24.8195 | 01-08-2025 | 13,500.57 | 07-03-2013 | 1.69 | 4.55 | 8.35 | 7.25 | 5.82 | 7.6 |
| ICICI Prudential Corporate Bond Fund - Growth | Debt: Corporate Bond | 10% | 30.125 | 01-08-2025 | 33,109.1 | 12-06-2009 | 1.9 | 4.96 | 8.87 | 8.08 | 6.49 | 7.07 |
| Kotak Corporate Bond Fund- Regular Plan-Growth Option | Debt: Corporate Bond | 10% | 3813.374 | 01-08-2025 | 17,303.99 | 21-09-2007 | 1.86 | 5.08 | 9.19 | 7.76 | 6.25 | 7.45 |
| BANDHAN Government Securities Fund - Constant Maturity Plan - Regular Plan - Growth | Debt: Gilt Fund with 10 year constant duration | 10% | 46.1638 | 01-08-2025 | 353.8 | 09-03-2002 | 0.76 | 5.25 | 9.85 | 8.5 | 5.57 | 6.75 |
| ICICI Prudential Liquid Fund - Growth | Debt: Liquid | 5% | 388.4822 | 01-08-2025 | 55,017.12 | 01-11-2005 | 1.54 | 3.37 | 7.02 | 6.96 | 5.52 | 7.12 |
| HDFC Short Term Debt Fund - Growth Option | Debt: Short Duration | 20% | 32.3389 | 01-08-2025 | 17,402.27 | 05-06-2010 | 1.95 | 4.93 | 8.97 | 7.8 | 6.3 | 8.07 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 10% | 111.175 | 01-08-2025 | 40,724.59 | 01-04-2008 | 3.09 | 6.46 | 0.03 | 12.84 | 17.42 | 14.9 |
| SBI Large Cap FUND-REGULAR PLAN GROWTH | Equity: Large Cap | 10% | 91.5338 | 01-08-2025 | 53,959.08 | 01-02-2006 | 2.69 | 5.83 | 0.51 | 14.45 | 19.4 | 12.04 |
| HDFC Mid Cap Fund - Growth Plan | Equity: Mid Cap | 10% | 191.045 | 01-08-2025 | 84,061.43 | 25-06-2007 | 7.49 | 7.42 | 0.85 | 26.48 | 30.93 | 17.69 |
| Average Return | 100% | 2.55 | 5.32 | 5.96 | 11.12 | 11.52 | 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% | 1612.5986 | 01-08-2025 | 19,364.97 | 29-09-1994 | 1.82 | 5.37 | -0.94 | 19.5 | 24.81 | 17.91 |
| Parag Parikh Flexi Cap Fund - Regular Plan - Growth | Equity: Flexi Cap | 3.5% | 84.5484 | 31-07-2025 | 110,392.32 | 05-05-2013 | 5.26 | 5.06 | 7.82 | 21.63 | 23.65 | 19.12 |
| CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - GROWTH OPTION | Equity: Large and Mid Cap | 10% | 253.66 | 01-08-2025 | 26,117.61 | 05-03-2005 | 4.96 | 6.75 | 0.64 | 16.61 | 22.04 | 17.17 |
| Mirae Asset Large & Midcap Fund - Regular Plan - Growth | Equity: Large and Mid Cap | 10% | 146.782 | 01-08-2025 | 41,201.87 | 02-07-2010 | 4.95 | 7.07 | -3.71 | 15.39 | 21.69 | 19.51 |
| Axis Large Cap Fund - Regular Plan - Growth | Equity: Large Cap | 10% | 59.54 | 01-08-2025 | 34,469.3 | 04-01-2010 | 1.12 | 4.49 | -0.82 | 10.99 | 14.5 | 12.13 |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth | Equity: Large Cap | 1.5% | 108.68 | 01-08-2025 | 72,336.05 | 05-05-2008 | 1.96 | 6.04 | -0.07 | 18.22 | 21.87 | 14.88 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 12.5% | 111.175 | 01-08-2025 | 40,724.59 | 01-04-2008 | 3.09 | 6.46 | 0.03 | 12.84 | 17.42 | 14.9 |
| HDFC Mid Cap Fund - Growth Plan | Equity: Mid Cap | 2.5% | 191.045 | 01-08-2025 | 84,061.43 | 25-06-2007 | 7.49 | 7.42 | 0.85 | 26.48 | 30.93 | 17.69 |
| Kotak Midcap Fund - Regular Plan - Growth | Equity: Mid Cap | 10% | 134.613 | 01-08-2025 | 57,101.96 | 30-03-2007 | 11.45 | 9.84 | 1.92 | 22.16 | 29.06 | 15.22 |
| SBI Small Cap Fund - Regular Plan - Growth | Equity: Small Cap | 10% | 170.3072 | 01-08-2025 | 35,696.19 | 01-09-2009 | 6.97 | 4.43 | -7.02 | 16.92 | 27.35 | 19.51 |
| Franklin Asian Equity Fund - Growth Plan | Equity: Thematic-International | 2.5% | 31.5752 | 31-07-2025 | 263.26 | 05-01-2008 | 13.77 | 11.5 | 12.9 | 8.15 | 3.92 | 6.77 |
| ICICI Prudential US Bluechip Equity Fund - Growth | Equity: Thematic-International | 4% | 65.8 | 31-07-2025 | 3,112.72 | 01-07-2012 | 14.04 | 1.83 | 8.44 | 13.81 | 14.63 | 15.38 |
| Nippon India Japan Equity Fund- Growth Plan- Growth Option | Equity: Thematic-International | 1.5% | 20.5297 | 01-08-2025 | 272.38 | 05-08-2014 | 5.82 | 6.46 | 9.84 | 12.07 | 8.65 | 6.87 |
| Franklin U.S. Opportunities Equity Active Fund of Funds - Growth | Fund of Funds-Overseas | 4% | 78.5121 | 31-07-2025 | 4,072.52 | 05-02-2012 | 19.42 | 3.33 | 18.9 | 19.1 | 11.83 | 16.19 |
| Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth | Fund of Funds-Overseas | 2% | 42.0949 | 01-08-2025 | 5,104.86 | 05-11-2018 | 20.3 | -1.51 | 27.09 | 25.8 | 19.73 | 23.18 |
| PGIM India Global Equity Opportunities Fund of Fund- Growth | Fund of Funds-Overseas | 2.5% | 44.7 | 31-07-2025 | 1,474.9 | 14-05-2010 | 12.23 | -0.09 | 11.03 | 17.47 | 9.54 | 10.34 |
| Kotak Arbitrage Fund - Regular Plan - Growth | Hybrid: Arbitrage | 5% | 37.7075 | 01-08-2025 | 69,923.77 | 29-09-2005 | 1.56 | 3.42 | 7.04 | 7.25 | 5.87 | 6.91 |
| HDFC BSE Sensex Index Fund - Growth Plan | Index Fund | 5% | 746.6244 | 01-08-2025 | 8,645.13 | 01-07-2002 | 1.07 | 4.68 | -0.71 | 12.44 | 17.35 | 14.57 |
| Average Return | 100% | 7.63 | 5.14 | 5.18 | 16.49 | 18.05 | 14.90 |
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 and PSU Fund - Regular Growth | Debt: Banking and PSU | 10% | 24.8195 | 01-08-2025 | 13,500.57 | 07-03-2013 | 1.69 | 4.55 | 8.35 | 7.25 | 5.82 | 7.6 |
| ICICI Prudential Corporate Bond Fund - Growth | Debt: Corporate Bond | 10% | 30.125 | 01-08-2025 | 33,109.1 | 12-06-2009 | 1.9 | 4.96 | 8.87 | 8.08 | 6.49 | 7.07 |
| Kotak Gold Fund Growth | Fund of Funds-Domestic-Gold | 10% | 37.905 | 01-08-2025 | 3,155.45 | 18-03-2011 | 3.51 | 18.16 | 37.92 | 22.21 | 11.28 | 9.71 |
| SBI Equity Hybrid Fund - Regular Plan -Growth | Hybrid: Aggressive | 30% | 297.6357 | 01-08-2025 | 78,708.42 | 01-12-1995 | 3.1 | 8.29 | 6.64 | 13.65 | 16.49 | 14.03 |
| Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | Hybrid: Dynamic Asset Allocation | 10% | 49.92 | 01-08-2025 | 13,046.95 | 20-08-2009 | 1.77 | 3.61 | -0.78 | 11.86 | 13.97 | 10.6 |
| ICICI Prudential Balanced Advantage Fund - Growth | Hybrid: Dynamic Asset Allocation | 30% | 73.35 | 01-08-2025 | 65,297.88 | 01-12-2006 | 2.56 | 6.3 | 5.28 | 12.91 | 14.69 | 11.31 |
| Average Return | 100% | 2.42 | 7.64 | 11.05 | 12.66 | 11.46 | 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% | 84.5484 | 31-07-2025 | 110,392.32 | 05-05-2013 | 5.26 | 5.06 | 7.82 | 21.63 | 23.65 | 19.12 |
| Mirae Asset Large & Midcap Fund - Regular Plan - Growth | Equity: Large and Mid Cap | 12.5% | 146.782 | 01-08-2025 | 41,201.87 | 02-07-2010 | 4.95 | 7.07 | -3.71 | 15.39 | 21.69 | 19.51 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 37.5% | 111.175 | 01-08-2025 | 40,724.59 | 01-04-2008 | 3.09 | 6.46 | 0.03 | 12.84 | 17.42 | 14.9 |
| Axis Midcap Fund - Regular Plan - Growth | Equity: Mid Cap | 15% | 111.7 | 01-08-2025 | 31,913.84 | 06-02-2011 | 7.65 | 8.64 | 0.57 | 18.49 | 23.31 | 18.16 |
| SBI Small Cap Fund - Regular Plan - Growth | Equity: Small Cap | 10% | 170.3072 | 01-08-2025 | 35,696.19 | 01-09-2009 | 6.97 | 4.43 | -7.02 | 16.92 | 27.35 | 19.51 |
| Average Return | 100% | 5.58 | 6.33 | -0.46 | 17.05 | 22.68 | 18.24 |
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% | 84.5484 | 31-07-2025 | 110,392.32 | 05-05-2013 | 5.26 | 5.06 | 7.82 | 21.63 | 23.65 | 19.12 |
| Mirae Asset Large & Midcap Fund - Regular Plan - Growth | Equity: Large and Mid Cap | 12.5% | 146.782 | 01-08-2025 | 41,201.87 | 02-07-2010 | 4.95 | 7.07 | -3.71 | 15.39 | 21.69 | 19.51 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 37.5% | 111.175 | 01-08-2025 | 40,724.59 | 01-04-2008 | 3.09 | 6.46 | 0.03 | 12.84 | 17.42 | 14.9 |
| Kotak Midcap Fund - Regular Plan - Growth | Equity: Mid Cap | 15% | 134.613 | 01-08-2025 | 57,101.96 | 30-03-2007 | 11.45 | 9.84 | 1.92 | 22.16 | 29.06 | 15.22 |
| SBI Small Cap Fund - Regular Plan - Growth | Equity: Small Cap | 10% | 170.3072 | 01-08-2025 | 35,696.19 | 01-09-2009 | 6.97 | 4.43 | -7.02 | 16.92 | 27.35 | 19.51 |
| Average Return | 100% | 6.34 | 6.57 | -0.19 | 17.79 | 23.83 | 17.65 |