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 -6.99 91,958
3 Year Return 11.95 143,636
5 Year Return 26.62 325,705
10 Year Return 27.0 1,084,731
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -0.16 98,599
3 Year Return 12.59 144,106
5 Year Return 16.32 210,086
10 Year Return 17.52 487,077
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.17 101,436
3 Year Return 10.95 139,433
5 Year Return 20.17 251,185
10 Year Return - -
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -5.57 93,892
3 Year Return 15.5 156,964
5 Year Return 20.22 248,149
10 Year Return 21.45 660,800
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -1.41 97,984
3 Year Return 13.67 148,612
5 Year Return 15.57 205,079
10 Year Return 15.94 423,681
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 3.78 102,986
3 Year Return 11.07 138,417
5 Year Return 10.53 163,854
10 Year Return 13.03 323,878

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 8.94 107,491
3 Year Return 12.93 145,529
5 Year Return 14.66 196,684
10 Year Return - -
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -0.48 98,299
3 Year Return 11.37 140,037
5 Year Return 17.17 218,333
10 Year Return 17.83 485,776
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -2.61 96,284
3 Year Return 10.87 137,823
5 Year Return 15.51 203,894
10 Year Return 17.64 484,048
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -1.41 97,984
3 Year Return 13.67 148,612
5 Year Return 15.57 205,079
10 Year Return 15.94 423,681
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 3.78 102,986
3 Year Return 11.07 138,417
5 Year Return 10.53 163,854
10 Year Return 13.03 323,878
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 0.94 100,715
3 Year Return 9.97 133,541
5 Year Return 9.64 158,164
10 Year Return 10.49 269,959

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 3.14 103,461
3 Year Return 7.74 125,199
5 Year Return 8.98 153,841
10 Year Return - -
CategoryDebt: Long Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.03 105,286
3 Year Return 8.25 127,214
5 Year Return 9.5 157,673
10 Year Return 7.82 208,781
CategoryEquity: Dividend Yield
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return -1.89 96,317
3 Year Return 14.09 150,977
5 Year Return 16.04 208,504
10 Year Return 17.2 481,132
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 3.5 102,895
3 Year Return 6.33 120,512
5 Year Return 8.94 153,075
10 Year Return - -
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.3 104,189
3 Year Return 9.34 131,163
5 Year Return 11.35 171,139
10 Year Return 11.49 290,471
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 0.94 100,715
3 Year Return 9.97 133,541
5 Year Return 9.64 158,164
10 Year Return 10.49 269,959

Tax Saving Portfolio = ELSS Funds 100%

CategoryEquity: ELSS
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.7 102,993
3 Year Return 12.02 142,019
5 Year Return 19.95 246,604
10 Year Return - -
CategoryEquity: ELSS
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 0.69 99,566
3 Year Return 11.68 141,195
5 Year Return 18.23 229,149
10 Year Return 20.67 634,079