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 Mirae Asset 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 Model Portfolio is designed for investors seeking a balanced approach to wealth creation. Curated by Mirae Asset Sharekhan’s Mutual Fund Research Team, it blends equity and debt allocations to offer growth potential while keeping volatility in check.
Crafted by the Mutual Fund Research Team at Mirae Asset Sharekhan, this conservative mutual fund portfolio is tailored for investors seeking stable and consistent returns. It uses a well-balanced, diversified investment approach to stay resilient—even when specific market caps underperform.
Carefully curated by the Mirae Asset Sharekhan Mutual Fund Research Team, this regular income mutual fund portfolio is built to weather market fluctuations and deliver steady, tax-efficient returns. Designed for moderate risk taking investors to get regular income.
The Build India Basket Model Portfolio is thoughtfully constructed by Mirae Asset Sharekhan’s Mutual Fund Research Team, aligning with the current economic landscape and sectors poised for long-term growth making it ideal for investors with a very high risk appetite.
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 and Large & Mid Cap | ||||
| Nippon India Large Cap Fund - Reg - Growth | 43828.6 | 6.82 | 25.19 | 26.93 |
| Mirae Asset Diversified Equity Allocator Passive FOF - Reg - Growth | 976.46 | 5.08 | 21.12 | -- |
| Mid Cap | ||||
| Motilal Oswal Midcap Fund - Reg - Growth | 33053.13 | 9.47 | 35.28 | 36.85 |
| Edelweiss Mid Cap Fund - Growth | 10988.16 | 11.72 | 32.19 | 33.89 |
| Small Cap | ||||
| Bandhan Small Cap Fund - Reg - Growth | 12981.57 | 14.8 | 35.22 | 36.4 |
| Nippon India Small Cap Fund - Reg - Growth | 66601.8 | 2.14 | 30.46 | 38.12 |
| Flexi Cap | ||||
| HDFC Flexi Cap Fund - Growth | 79584.54 | 10.77 | 27.71 | 30.18 |
| Parag Parikh Flexi Cap Fund - Reg - Growth | 110392.32 | 12.54 | 24.66 | 26.19 |
| Sectoral/Thematic | ||||
| SBI Banking & Financial Services Fund - Reg - Growth | 8537.5 | 17.09 | 25.41 | 23.83 |
| Mirae Asset Great Consumer Fund - Growth | 4386.26 | 3.87 | 22.3 | 23.31 |
(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 | ||||
| Nippon India Large Cap Fund - Reg - Growth | 43828.6 | 6.82 | 25.19 | 26.93 |
| ICICI Prudential Large Cap Fund - Growth | 72336.05 | 7.82 | 22.66 | 23.99 |
| Large & Mid | ||||
| Mirae Asset Diversified Equity Allocator Passive FOF - Reg - Growth | 976.46 | 5.08 | 21.12 | -- |
| Bandhan Large & Mid Cap Fund - Reg - Growth | 9735.36 | 7.36 | 29.21 | 28.58 |
| Balanced Advantage | ||||
| HDFC Balanced Advantage Fund - Reg - Growth | 102789.77 | 6.24 | 23.35 | 25.2 |
| ICICI Prudential Balanced Advantage Fund - Reg - Growth | 65297.87 | 10.13 | 14.89 | 16.02 |
| Corporate Bond & Short Duration | ||||
| Kotak Corporate Bond Fund - Std - Growth | 17303.99 | 9.51 | 7.8 | 6.35 |
| Mirae Asset Short Duration Fund - Reg - Growth | 1149.62 | 8.84 | 7.16 | 5.59 |
| Gold | ||||
| Mirae Asset Gold ETF Fund of Fund - Reg - Growth | 102.85 | -- | -- | -- |
(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 & Short Duration | ||||
| Aditya Birla Sun Life Corporate Bond Fund - Reg - Growth | 28629.93 | 9.31 | 8.06 | 6.63 |
| ICICI Prudential Corporate Bond Fund - Reg - Growth | 33109.1 | 9.08 | 8.12 | 6.62 |
| Mirae Asset Short Duration Fund - Reg - Growth | 1149.62 | 8.84 | 7.16 | 5.59 |
| HDFC Short Term Debt Fund - Growth | 17402.27 | 9.25 | 7.86 | 6.48 |
| Balanced Advantage | ||||
| ICICI Prudential Balanced Advantage Fund - Reg - Growth | 65297.87 | 10.13 | 14.89 | 16.02 |
| HDFC Balanced Advantage Fund - Reg - Growth | 102789.77 | 6.24 | 23.35 | 25.2 |
| Gold | ||||
| Mirae Asset Gold ETF Fund of Fund - Reg - Growth | 102.85 | -- | -- | -- |
(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 | ||
| Balanced Advantage | ||||
| ICICI Prudential Balanced Advantage Fund - Reg - Growth | 65297.87 | 10.13 | 14.89 | 16.02 |
| HDFC Balanced Advantage Fund - Reg - Growth | 102789.77 | 6.24 | 23.35 | 25.2 |
| Equity Savings | ||||
| Mirae Asset Equity Savings Fund - Reg - Growth | 1507.32 | 9.07 | 13.12 | 13.71 |
| SBI Equity Savings Fund - Reg - Growth | 5585.84 | 7.48 | 13.18 | 13.13 |
(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 | ||
| Tata India Consumer Fund | The scheme seeks long term capital appreciation by investing at least 80% of it's net assets in equity/equity related instruments of the companies in the Consumption Oriented sectors in India. | Very High |
| Mirae Asset Great Consumer Fund | The investment objective of the scheme is to generate long term capital appreciation by investing in a portfolio of companies/funds that are likely to benefit either directly or indirectly from consumption led demand in India. | Very High |
| Sectoral Fund- Banking & Finance | ||
| SBI Banking & Financial Services Fund | The scheme seeks to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. | Very High |
| Flexi Cap / Multi Cap Funds | ||
| ICICI Prudential Multicap Fund | The scheme seeks to generate capital appreciation through investments in equity & equity related instrument across large cap, mid cap and small cap stocks of various industries. | Very High |
| Parag Parikh Flexi Cap Fund | The scheme aims to achieve long-term capital appreciation by investing primarily in equity and equity related instruments. | Very High |
| Scheme Name | Corpus (In Cr.) | Returns (%) | ||
|---|---|---|---|---|
| 1 Year | 3 Years | 5 Years | ||
| Thematic Funds | ||||
| Tata India Consumer Fund - Reg - Growth | 2457.37 | 7.13 | 23.36 | 21.94 |
| Mirae Asset Great Consumer Fund - Growth | 4386.26 | 3.87 | 22.3 | 23.31 |
| Sectoral Fund- Banking & Finance | ||||
| SBI Banking & Financial Services Fund - Reg - Growth | 8537.5 | 17.09 | 25.41 | 23.83 |
| Flexi Cap / Multi Cap Funds | ||||
| ICICI Prudential Multicap Fund - Growth | 15532.54 | 6.69 | 25.61 | 26.69 |
| Parag Parikh Flexi Cap Fund - Reg - Growth | 110392.32 | 12.54 | 24.66 | 26.19 |
(Performance as on 13 Sept 2023)
