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      A fine confluence of Robotic Wealth Management, intelligence & Individual experience and prudence, at Plutus, we have created a digital environment which will cater to your investment needs.

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      The Plutus portfolio is designed to achieve optimal return at every level risk - from risk averse to excessive risk - depending on your risk appetite

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      For us, an individual's portfolio and investment decisions are as unique as the individual himself. Because of this, our approach is both scientific and simple and rests on three fundamental principles

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Model Portfolios

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Not sure about your risk profile?
Aggressive Portfolio Balanced Portfolio Low Risk Portfolio Tax Saving Portfolio

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

CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - GROWTH OPTION
Equity: Large and Mid Cap
Period Annualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year 4.18 104,806
3 Years 20.19 173,383
5 Years 23.16 284,499
10 Years 15.7 428,888
Fund details
Invest Now
Invesco India Large & Mid Cap Fund - Growth
Equity: Large and Mid Cap
Period Annualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year 12.62 112,700
3 Years 28.42 210,911
5 Years 25.48 311,420
10 Years 15.63 426,638
Fund details
Invest Now
Axis Midcap Fund - Regular Plan - Growth
Equity: Mid Cap
Period Annualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year 2.79 103,165
3 Years 22.21 181,743
5 Years 24.24 296,620
10 Years 15.82 434,260
Fund details
Invest Now
HDFC Small Cap Fund - Growth Option
Equity: Small Cap
Period Annualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year 3.84 104,166
3 Years 27.94 207,999
5 Years 33.69 429,020
10 Years 18.67 551,892
Fund details
Invest Now

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

Axis Large Cap Fund - Regular Plan - Growth
Equity: Large Cap
Period Annualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year 3.65 104,126
3 Years 14.72 151,320
5 Years 15.61 206,986
10 Years 12.19 315,159
Fund details
Invest Now
Nippon India Large Cap Fund- Growth Plan -Growth Option
Equity: Large Cap
Period Annualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year 3.92 104,292
3 Years 23.23 187,286
5 Years 25.72 316,204
10 Years 14.2 374,724
Fund details
Invest Now
ICICI Prudential Equity & Debt Fund - Growth
Hybrid: Aggressive
Period Annualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year 7.82 107,768
3 Years 21.91 181,554
5 Years 25.57 314,017
10 Years 15.67 426,710
Fund details
Invest Now
HDFC Equity Savings Fund - GROWTH PLAN
Hybrid: Equity Savings
Period Annualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year 5.2 105,287
3 Years 11.54 138,851
5 Years 12.85 183,610
10 Years 9.7 252,147
Fund details
Invest Now

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

UTI Dynamic Bond Fund - Regular Plan - Growth Option
Debt: Dynamic Bond
Period Annualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year 8.92 108,850
3 Years 7.37 123,794
5 Years 8.36 148,957
10 Years 6.96 196,101
Fund details
Invest Now
ICICI Prudential Long Term Bond Fund - Growth
Debt: Long Duration
Period Annualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year 9.44 109,390
3 Years 8.51 128,000
5 Years 5.13 128,065
10 Years 7.53 206,786
Fund details
Invest Now
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Hybrid: Conservative
Period Annualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year 7.16 107,318
3 Years 8.41 127,454
5 Years 8.28 148,616
10 Years 6.93 195,361
Fund details
Invest Now
ICICI Prudential Regular Savings Fund - Plan - Growth
Hybrid: Conservative
Period Annualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year 8.56 108,529
3 Years 10.85 136,288
5 Years 10.37 163,669
10 Years 9.53 248,473
Fund details
Invest Now
HDFC Equity Savings Fund - GROWTH PLAN
Hybrid: Equity Savings
Period Annualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year 5.2 105,287
3 Years 11.54 138,851
5 Years 12.85 183,610
10 Years 9.7 252,147
Fund details
Invest Now

Tax Saving Portfolio = ELSS Funds 100%

Axis ELSS Tax Saver Fund - Regular Plan - Growth
Equity: ELSS
Period Annualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year 5.46 105,674
3 Years 16.74 159,153
5 Years 16.85 219,185
10 Years 12.26 316,740
Fund details
Invest Now
Invesco India ELSS Tax Saver Fund - Growth
Equity: ELSS
Period Annualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year 3.17 103,445
3 Years 21.04 177,287
5 Years 20.92 259,020
10 Years 13.62 358,951
Fund details
Invest Now

About Us

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Corporate Office : Indiqube @ The Leela Galleria 3rd Floor, No. 23, Old Airport Road, Bengaluru, Karnataka 560008

Regional Office : IndiQube @ Vatika - Tower- B, Vatika Tower, 3rd floor, Golf Course Rd, Gurugram, Haryana 122003

Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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1800-102-1265 | help@scripbox.com

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