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 -9.27 90,398
3 Year Return 12.19 141,317
5 Year Return 26.21 319,101
10 Year Return 26.7 1,046,683
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -2.78 96,917
3 Year Return 12.31 142,556
5 Year Return 15.61 206,503
10 Year Return 16.95 474,390
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 0.18 99,910
3 Year Return 11.15 138,074
5 Year Return 19.86 247,224
10 Year Return - -
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -7.52 92,354
3 Year Return 15.58 154,865
5 Year Return 19.54 244,320
10 Year Return 20.58 644,080
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -3.2 96,645
3 Year Return 13.59 147,680
5 Year Return 15.13 202,557
10 Year Return 15.37 414,562
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.09 101,829
3 Year Return 11.03 137,348
5 Year Return 10.13 162,766
10 Year Return 12.34 321,227

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 6.15 105,719
3 Year Return 12.7 144,310
5 Year Return 14.11 194,157
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -2.45 97,092
3 Year Return 11.42 139,795
5 Year Return 16.61 216,486
10 Year Return 16.98 480,789
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -4.41 95,268
3 Year Return 10.89 137,329
5 Year Return 15.07 201,974
10 Year Return 16.96 477,635
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -3.2 96,645
3 Year Return 13.59 147,680
5 Year Return 15.13 202,557
10 Year Return 15.37 414,562
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.09 101,829
3 Year Return 11.03 137,348
5 Year Return 10.13 162,766
10 Year Return 12.34 321,227
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 0.15 100,144
3 Year Return 9.91 133,084
5 Year Return 9.48 157,526
10 Year Return 10.38 267,909

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 3.03 103,263
3 Year Return 7.71 124,900
5 Year Return 8.96 153,448
10 Year Return - -
CategoryDebt: Long Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.64 104,833
3 Year Return 8.2 126,568
5 Year Return 9.44 156,987
10 Year Return 7.59 206,440
CategoryEquity: Dividend Yield
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -4.7 94,618
3 Year Return 14.04 150,000
5 Year Return 15.42 206,173
10 Year Return 16.8 465,613
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.69 102,473
3 Year Return 6.27 120,198
5 Year Return 8.8 152,566
10 Year Return - -
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 3.88 103,879
3 Year Return 9.35 131,087
5 Year Return 11.28 170,654
10 Year Return 11.22 288,693
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 0.15 100,144
3 Year Return 9.91 133,084
5 Year Return 9.48 157,526
10 Year Return 10.38 267,909

Tax Saving Portfolio = ELSS Funds 100%

CategoryEquity: ELSS
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 1.88 101,241
3 Year Return 11.76 140,839
5 Year Return 19.37 241,982
10 Year Return - -
CategoryEquity: ELSS
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -2.03 97,665
3 Year Return 11.47 139,440
5 Year Return 17.58 224,881
10 Year Return 20.05 618,717