The Aggressive Model Portfolio is a collection of funds that are actively tracked and adjusted to maintain the overall Alpha-seeking bent of the portfolio. Nurtured by the Sharekhan Mutual Fund Research Team, the Aggressive Model Portfolio is for those who have a more lenient definition of risk appetite. But fear not, unlike a mismanaged aggressive stock portfolio, this portfolio has a judicious mix of large cap (> 40%) funds, along with midcap, smallcap, and flexicap funds.
The moderate mutual fund portfolio by Sharekhan Mutual Fund Research Desk aims to give you the better aspects of both worlds: Alpha generation as well as a Conservative outlook towards equity. The Moderate Portfolio is duration-agnostic, serving as a good side-along wealth preserver regardless of whether you’re investing for the long, intermediate, or short term.
The conservative portfolio is an assortment of mutual funds that are maintained by the Sharekhan Mutual Fund Research Team. Sharekhan’s Conservative Stock Portfolio uses a diversified investment strategy to aim for better returns even when funds within a particular marketcap is not performing well. This Conservative Investment Portfolio will stand you in good stead, regardless of whether you’re investing for the long, intermediate, or short term.
Run ably by Sharekhan’s renowned Mutual Fund Research Team, the Regular Income Basket Model Portfolio focuses on producing Alpha with a basket that is diversified and aims to create consistent above-inflation income. Like a mutual fund portfolio or a stock portfolio, the Regular Income Basket Model Portfolio uses an investment strategy that is steadily updated with market momentum shifts and volatility, and incorporates goal orientation.
Managed by Sharekhan’s reputed Mutual Fund Research Team, the Build India Basket Model Portfolio builds on themes like Consumption, Infrastructure, Heavy Engineering, and allied sectors that are attuned to nation building. Much like a mutual fund portfolio or a stock portfolio, the Build India Basket Model Portfolio uses an investment strategy that is diversified, constantly evolving with market tail- or headwinds, and incorporates goal orientation.
The Go Global Basket Model Portfolio is a collection of stocks of MNCs handpicked by the Sharekhan Mutual Fund Research Team. Similar to a mutual fund portfolio or a stock portfolio, the Go Global Basket Model Portfolio uses a diversified investment strategy to invest in international schemes, aim for good returns, and incorporate goal orientation.
Aggressive Investor, you are ready to take high risk, and very easily adapt when things don't go as you had planned, financially. Your objective is to get highest return possible in long term, and you accept the ups and downs along the way
| Scheme Name | Corpus (In Cr.) | Returns (%) | ||
|---|---|---|---|---|
| 1 Year | 3 Years | 5 Years | ||
| Large Cap | ||||
| KOTAK BLUECHIP FUND | 2,828 | 24.4 | 15.4 | 13.5 |
| ICICI PRUDENTIAL BLUECHIP FUND | 2,828 | 24.4 | 15.4 | -- |
| Mid Cap | ||||
| KOTAK EMERGING EQUITY FUND | 2,828 | 24.4 | 15.4 | 13.5 |
| SBI MAGNUM MID CAP FUND | 2,828 | 24.4 | 15.4 | -- |
| MIRAE ASSET MID CAP FUND | 2,828 | 24.4 | 15.4 | -- |
| Small Cap | ||||
| ICICI PRUDENTIAL SMALL CAP FUND | 2,828 | 24.4 | 15.4 | 13.5 |
| NIPPON INDIA SMALL CAP FUND | 2,828 | 24.4 | 15.4 | -- |
| Flexi Cap | ||||
| HDFC FLEXI CAP FUND | 2,828 | 24.4 | 15.4 | 13.5 |
| FRANKLIN INDIA FLEXI CAP FUND | 2,828 | 24.4 | 15.4 | -- |
(Performance as on 13 Sept 2023)
Moderate Investor, you are an average risk taker, and try to adapt when things don't go as you had planned, financially. Your long term objective is to get a better return than a fixed deposit, net of tax. even if the short term performance could sometime be below expectations
| Scheme Name | Corpus (In Cr.) | Returns (%) | ||
|---|---|---|---|---|
| 1 Year | 3 Years | 5 Years | ||
| Large Cap | ||||
| KOTAK BLUECHIP FUND | 2,828 | 24.4 | 15.4 | 13.5 |
| ICICI PRUDENTIAL BLUECHIP FUND | 2,828 | 24.4 | 15.4 | -- |
| Mid Cap | ||||
| KOTAK EMERGING EQUITY FUND | 2,828 | 24.4 | 15.4 | 13.5 |
| SBI MAGNUM MID CAP FUND | 2,828 | 24.4 | 15.4 | -- |
| MIRAE ASSET MID CAP FUND | 2,828 | 24.4 | 15.4 | -- |
| Small Cap | ||||
| ICICI PRUDENTIAL SMALL CAP FUND | 2,828 | 24.4 | 15.4 | 13.5 |
| NIPPON INDIA SMALL CAP FUND | 2,828 | 24.4 | 15.4 | -- |
| Dynamic bond & Credit Opportunity | ||||
| ICICI PRUDENTIAL ALL SEASONS BOND FUND - REG - GROWTH | 2,828 | 24.4 | 15.4 | 13.5 |
| HDFC CREDIT RISK DEBT FUND - REG - GROWTH | 2,828 | 24.4 | 15.4 | -- |
(Performance as on 13 Sept 2023)
Conservative Investor, you are unwilling to take risk, and get very uneasy when things don't go as you had planned financially. Your long term objective is to try to get a slightly better return than a fixed deposit, net of tax
| Scheme Name | Corpus (In Cr.) | Returns (%) | ||
|---|---|---|---|---|
| 1 Year | 3 Years | 5 Years | ||
| Corporate Bond | ||||
| ADITYA BIRLA SUN LIFE CORPORATE BOND FUND | 2,828 | 24.4 | 15.4 | 13.5 |
| ICICI PRUDENTIAL CORPORATE BOND FUND | 2,828 | 24.4 | 15.4 | -- |
| Debt Short Duration & Dynamic Bond | ||||
| KOTAK BOND SHORT TERM FUND | 2,828 | 24.4 | 15.4 | 13.5 |
| HDFC SHORT TERM FUND | 2,828 | 24.4 | 15.4 | -- |
| ICICI PRUDENTIAL ALL SEASONS BOND FUND | 2,828 | 24.4 | 15.4 | -- |
| Dynamic Asset Allocation | ||||
| ICICI PRUDENTIAL BALANCED ADVANTAGE FUND | 2,828 | 24.4 | 15.4 | 13.5 |
| EDELWEISS BALANCED ADVANTAGE FUND | 2,828 | 24.4 | 15.4 | -- |
(Performance as on 13 Sept 2023)
Investor, you are investing lumpsum amount and want regular income from investment. You are ready to take some risk.
| Scheme Name | Corpus (In Cr.) | Returns (%) | ||
|---|---|---|---|---|
| 1 Year | 3 Years | 5 Years | ||
| Dynamic Asset Allocation | ||||
| ICICI PRUDENTIAL BALANCED ADVANTAGE FUND - REG - GROWTH | 2,828 | 24.4 | 15.4 | 13.5 |
| ADITYA BIRLA SUN LIFE BALANCED ADVANTAGE FUND - GROWTH | 2,828 | 24.4 | 15.4 | -- |
| EDELWEISS BALANCED ADVANTAGE FUND - GROWTH | 2,828 | 24.4 | 15.4 | -- |
| Equity Savings | ||||
| MIRAE ASSET EQUITY SAVIRGS FUND - REG - GROWTH | 2,828 | 24.4 | 15.4 | 13.5 |
| HDFC EQUITY SAVINGS FUND - GROWTH | 2,828 | 24.4 | 15.4 | -- |
(Performance as on 13 Sept 2023)
Investor, you are ready to take high risk and want to participate in growth story through thematic and sectoral scheme
| Scheme Name | Objective | Riskometer |
|---|---|---|
| Thematic Funds | ||
| UTI TRANSPORTATION ANDL OGISTICS FUND | Invest in equity and equity related securities of companies engaged in the transportation and logistics sector | Very High |
| ICICI PRUDENTIALMANUFACTURING FUND | Invest predominantly in equity and equity related securities of companies engaged in manufacturing theme | Very High |
| FRANKLIN INDIA OPPORTUNITIES FUND | Portfolio presently offers "Make in India, Digitalization and Energy Transition- themes in which opportunities are being created by special situation arising from factors such as government policy changes among others. | Very High |
| Sectoral Funds- Infrastructure | ||
| ICICI PRUDENTIAL INFRASTRUCTURE FUND | Invest predominantty in equity and equity related securities of companies belorging to the infrastructure. | Very High |
| Flexi Cap Funds | ||
| EDELWEISS FLEXI CAP FUND | To generate long-term capital appreaation from a diversified portfolio that dynamically invests in equity and equity-related securities of companies across various market capitalisation | Very High |
| HDFC FLEXI CAP FUND | To generate capital appreciation / income from a portfolio, predominantly invested in equity & equity related instruments | Very High |
| Scheme Name | Category | Corpus (In Cr.) | Returns (%) | ||
|---|---|---|---|---|---|
| 1 Year | 3 Years | 5 Years | |||
| ICICI PRUDENTIAL MANUFACTURING FUND - REG - GROWTH | Thematic | 2,828 | 24.4 | 15.4 | 13.5 |
| FRANKLIN INDIA OPPORTUNMES FIND - REG - GROWTH | Thematic | 2,828 | 24.4 | 15.4 | -- |
| UTI TRANSPORTATION ARD FUND - REG - GROWTH | Thematic | 2,828 | 24.4 | 15.4 | 13.5 |
| ICICI PRUDENTIAL INFRASTRUCTURE FUND - REG - GROWTH | Sectoral-lnfra | 2,828 | 24.4 | 15.4 | -- |
| HDFC FLEE CAP FUND - REG - GROWTH | Flexi Cap | 2,828 | 24.4 | 15.4 | 13.5 |
| FRANKLIN INDIA FLEXI CAP FUND - REG - GROWTH | Flexi Cap | 2,828 | 24.4 | 15.4 | -- |
(Performance as on 13 Sept 2023)
Investor, you are ready to take high risk and want to invest in international schemes
| Scheme Name | International Allocation as per June-23 Portfolio | Objective | Riskometer |
|---|---|---|---|
| International Schemes | |||
| MOTILAL OSWAL S&P 500 INDEX FUND | 100% | The Scheme seeks investment return that corresponds to the performance of S&P 500 Index subject to tracking error | Very High |
| MOTILAL OSWAL NASDAQ 100 FUND OF FUND | 100% | Investing in units Of Motilal Oswal Nasdaq 100 ETF | Very High |
| ICICI PRUDENTIAL US BLUECHIP EQUITY FUND | 100% | Investing predominantly in securities of large cap companies listed in the United States of America. | Very High |
| MF Schemes with International Allocation | |||
| AXIS GROWTH OPPORTUNITIES FUND REG - GROWTH | 17% | Investing in a diversified portfolio of Equity & Equity Related Instruments both in India as well as overseas | Very High |
| SBI MAGNUM GLOBAL FUND - GROWTH | 11% | Investing in diversified portfolio comprising primarily of MNC companies. | Very High |
| Scheme Name | Corpus (In Cr.) | Returns (%) | ||
|---|---|---|---|---|
| 1 Year | 3 Years | 5 Years | ||
| International Schemes | ||||
| ICICI PRUDENTIAL US BLUECHIP EQUITY FUND - GROWTH | 2,828 | 24.4 | 15.4 | 13.5 |
| MOTILAL OSWAL S&P 500 INDEX FUND(MOFSP500) - REG - GROWTH | 2,828 | 24.4 | 15.4 | -- |
| MOTILAL OSWAL NASDAQ 100 FOF - REG - GROWTH | 2,828 | 24.4 | 15.4 | -- |
| MF Schemes with International Allocation | ||||
| AXIS GROWTH OPPORTUNITIES FUND - REG - GROWTH | 2,828 | 24.4 | 15.4 | 13.5 |
| SBL MAGNUM GLOBAL FUND - GROWTH | 2,828 | 24.4 | 15.4 | -- |
(Performance as on 13 Sept 2023)
