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- content/bbp/repositories/723fb80a-2dde-42a3-9793-7ae1be57c87f?path=/Menu Icons/08d-invest-icon-large-off.pngINVEST
- content/bbp/repositories/723fb80a-2dde-42a3-9793-7ae1be57c87f?path=/Menu Icons/investment_advisory_reports.svgIPO-Application
- content/bbp/repositories/723fb80a-2dde-42a3-9793-7ae1be57c87f?path=/Menu Icons/investment_advisory_reports.svgRecommended Portfolio Equity and Debt Mutual Funds
Recommended Portfolio - Equity & Debt Mutual Funds as on November 2024
Recommended Portfolio - Equity & Debt Mutual Funds as on November 2024 | ||||||||
Sr. No. | ||||||||
Aggressive | Moderate | Conservative | ||||||
Sr. No. | Scheme Name | % Exposure | % Exposure | % Exposure | Invesment Horizon | |||
Equity Funds | SEBI Categorisation | Riskometer** | Potential Risk Class# | 75% | 55% | 25% | ||
A | Index Fund / Diversified Equity Large cap / Large & Mid Cap / Multi Cap / Flexicap / Focused / Contra / Thematic Funds | 75% | 55% | 25% | 2-3 Years | |||
1 | UTI Nifty 50 Index Fund | Index Fund | Very High | -- | 10% | 5% | 5% | |
2 | Baroda BNP Paribas Large Cap Fund | Large Cap Fund | Very High | -- | 10% | 10% | 5% | |
3 | ICICI Prudential Bluechip Fund | Large Cap Fund | Very High | -- | 5% | 5% | 0% | |
4 | Bandhan Core Equity Fund | Large & Mid Cap Fund | Very High | -- | 5% | 5% | 5% | |
5 | Nippon India Multi Cap Fund | Multi Cap Fund | Very High | -- | 5% | 5% | 5% | |
6 | HDFC Flexi Cap Fund | Flexi Cap Fund | Very High | -- | 10% | 10% | 0% | |
7 | Mahindra Manulife Focused Fund | Focused Fund | Very High | -- | 10% | 10% | 0% | |
8 | SBI Contra Fund | Contra Fund | Very High | -- | 10% | 5% | 5% | |
9 | ICICI Prudential Business Cycle Fund | Thematic Fund | Very High | -- | 10% | 0% | 0% | |
Debt Funds | 20% | 40% | 70% | |||||
A | Corporate Bond / Dynamic Bond Funds | 10% | 30% | 50% | ||||
1 | Aditya Birla Sun Life Corporate Bond Fund | Corporate Bond Fund | Moderate | B-III (Relatively High Interest Rate Risk and Moderate Credit Risk) | 5% | 10% | 15% | 15 months and above |
2 | HDFC Corporate Bond Fund | Corporate Bond Fund | Moderate | B-III (Relatively High Interest Rate Risk and Moderate Credit Risk) | 5% | 10% | 15% | 15 months and above |
3 | Kotak Dynamic Bond Fund | Dynamic Bond Fund | Moderately High | B-III (Relatively High Interest Rate Risk and Moderate Credit Risk) | 0% | 5% | 10% | 15 months and above |
4 | DSP Strategic Bond Fund | Dynamic Bond Fund | Moderate | B-III (Relatively High Interest Rate Risk and Moderate Credit Risk) | 0% | 5% | 10% | 24 months and above |
B | Low Duration Funds | 5% | 5% | 15% | 24 months and above | |||
1 | UTI Low Duration Fund | Low Duration Fund | Moderate | B-II (Moderate Interest Rate Risk and Moderate Credit Risk) | 5% | 5% | 15% | 24 months and above |
C | Liquid Funds | 5% | 5% | 5% | 1 Week to 3 Months | |||
1 | Bank FD*** / DSP Liquidity Fund | Liquid Fund | Low to Moderate | B-I (Relatively Low Interest Rate Risk and Moderate Credit Risk) | 5% | 5% | 5% | 1 Week to 3 Months |
Gold* | 5% | 5% | 5% | 2-3 Years | ||||
1 | Kotak Gold Fund | FoF - Domestic | High | -- | 5% | 5% | 5% | 2-3 Years |
Total | 100% | 100% | 100% |
* For allocation in Gold, investors can also look at Sovering Gold Bonds issued by the Government of India.
** As disclosed by the respective Asset Management Companies. Refere to the Riskometer Index
Source for entire data stated above is ICRA Analytics Ltd. (For Disclaimer of ICRA Analytics Ltd, refer https://icraanalytics.com/home/disclaimer)
# As disclosed by the respective Asset Management Companies. Refer to the Potential Risk Class Matrix Table
Disclaimer: This document has been prepared on the basis of publicly available information, internally developed data and other sources believed to be reliable. HDFC Bank Limited ("HDFC Bank") does not warrant its completeness and accuracy. This information is not intended as an offer or solicitation for the purchase or sale of any financial instrument / units of Mutual Fund. Recipients of this information should rely on their own investigations and take their own professional advice. Neither HDFC Bank nor any of its employees shall be liable for any direct, indirect, special, incidental, consequential, punitive or exemplary damages, including lost profits arising in any way from the information contained in this material. HDFC Bank and its affiliates, officers, directors, key managerial persons and employees, including persons involved in the preparation or issuance of this material may, from time to time, have investments / positions in Mutual Funds / schemes referred in the document. HDFC Bank may at any time solicit or provide commercial banking, credit or other services to the Mutual Funds / AMCs referred to herein.
Accordingly, information may be available to HDFC Bank, which is not reflected in this material, and HDFC Bank may have acted upon or used the information prior to, or immediately following its publication. HDFC Bank neither guarantees nor makes any representations or warranties, express or implied, with respect to the fairness, correctness, accuracy, adequacy, reasonableness, viability for any particular purpose or completeness of the information and views. Further, HDFC Bank disclaims all liability in relation to use of data or information used in this report which is sourced from third parties.
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