PLUTUS MODEL PORTFOLIOS

Aggressive Portfolio = Equity Funds 70% | Balanced Funds 30%

CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -8.92 91,849
3 Year Return 17.15 164,860
5 Year Return 26.16 320,753
10 Year Return 26.62 1,084,257
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -2.81 98,314
3 Year Return 15.65 157,057
5 Year Return 16.27 212,197
10 Year Return 16.72 480,030
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 3.47 103,845
3 Year Return 15.37 156,388
5 Year Return 20.96 259,375
10 Year Return - -
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -13.81 86,781
3 Year Return 19.06 172,657
5 Year Return 19.53 242,901
10 Year Return 20.49 670,742
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -2.98 97,600
3 Year Return 16.93 162,979
5 Year Return 15.42 204,155
10 Year Return 15.32 425,145
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 1.69 102,274
3 Year Return 13.13 146,726
5 Year Return 11.18 169,506
10 Year Return 12.46 331,381

Balanced Portfolio = Equity Funds 40% | Balanced Funds 50% | Equity Savings Fund 10%

CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.79 108,444
3 Year Return 16.08 159,477
5 Year Return 15.53 205,513
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -3.49 97,320
3 Year Return 15.27 157,144
5 Year Return 17.06 219,286
10 Year Return 16.61 479,359
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -5.45 95,091
3 Year Return 13.04 146,800
5 Year Return 14.83 199,283
10 Year Return 16.59 473,615
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -2.98 97,600
3 Year Return 16.93 162,979
5 Year Return 15.42 204,155
10 Year Return 15.32 425,145
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 1.69 102,274
3 Year Return 13.13 146,726
5 Year Return 11.18 169,506
10 Year Return 12.46 331,381
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 0.2 100,573
3 Year Return 11.63 140,608
5 Year Return 9.49 157,228
10 Year Return 10.22 265,418

Low Risk Portfolio = Income Funds 40% | Hybrid Debt Funds (MIP) 20% | Equity Savings Fund 20% | Equity Dividend Yield: 20%

CategoryDebt: Dynamic Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 3.0 103,012
3 Year Return 7.18 123,385
5 Year Return 8.41 149,613
10 Year Return - -
CategoryDebt: Long Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.85 106,857
3 Year Return 8.95 129,565
5 Year Return 9.43 156,785
10 Year Return 7.44 206,325
CategoryEquity: Dividend Yield
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -6.04 95,001
3 Year Return 18.25 168,665
5 Year Return 16.07 210,796
10 Year Return 16.22 459,741
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 3.28 103,478
3 Year Return 6.87 122,304
5 Year Return 9.09 154,306
10 Year Return - -
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.62 105,944
3 Year Return 10.59 136,930
5 Year Return 11.71 173,726
10 Year Return 11.04 288,219
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 0.2 100,573
3 Year Return 11.63 140,608
5 Year Return 9.49 157,228
10 Year Return 10.22 265,418

Tax Saving Portfolio = ELSS Funds 100%

CategoryEquity: ELSS
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 0.43 100,914
3 Year Return 13.46 148,623
5 Year Return 19.28 241,043
10 Year Return - -
CategoryEquity: ELSS
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -3.11 97,922
3 Year Return 14.5 152,591
5 Year Return 17.82 226,756
10 Year Return 19.28 597,970