Recommended Portfolio - Equity & Debt Mutual Funds as on October 2024

Recommended Portfolio - Equity & Debt Mutual Funds as on October 2024



Recommended Portfolio -  Equity & Debt Mutual Funds as on October 2024














AggressiveModerateConservative
Sr. No.Scheme Name


% Exposure% Exposure% ExposureInvesment Horizon

Equity FundsSEBI CategorisationRiskometer**Potential Risk Class#75%55%25%
AIndex Fund / Diversified Equity Large cap / Large & Mid Cap / Multi Cap / Flexicap / Focused / Contra / Thematic Funds


75%55%25%2-3 Years
1UTI Nifty 50 Index FundIndex FundVery High--10%5%5%
2Baroda BNP Paribas Large Cap FundLarge Cap FundVery High--10%10%5%
3ICICI Prudential Bluechip FundLarge Cap FundVery High--5%5%0%
4Bandhan Core Equity FundLarge & Mid Cap FundVery High--5%5%5%
5Nippon India Multi Cap FundMulti Cap FundVery High--5%5%5%
6HDFC Flexi Cap FundFlexi Cap FundVery High--10%10%0%
7Mahindra Manulife Focused FundFocused FundVery High--10%10%0%
8SBI Contra FundContra FundVery High--10%5%5%
9ICICI Prudential Business Cycle FundThematic FundVery High--10%0%0%










Debt Funds


20%40%70%
ACorporate Bond / Dynamic Bond Funds


10%30%50%
1Aditya Birla Sun Life Corporate Bond FundCorporate Bond FundModerateB-III (Relatively High Interest Rate Risk and Moderate Credit Risk)5%10%15%15 months and above
2HDFC Corporate Bond FundCorporate Bond FundModerateB-III (Relatively High Interest Rate Risk and Moderate Credit Risk)5%10%15%15 months and above
3Kotak Dynamic Bond FundDynamic Bond FundModerately HighB-III (Relatively High Interest Rate Risk and Moderate Credit Risk)0%5%10%15 months and above
4DSP Strategic Bond FundDynamic Bond FundModerateB-III (Relatively High Interest Rate Risk and Moderate Credit Risk)0%5%10%24 months and above









BLow Duration Funds


5%5%15%24 months and above
1UTI Low Duration FundLow Duration FundLow to ModerateB-II (Moderate Interest Rate Risk and Moderate Credit Risk)5%5%15%24 months and above









CLiquid Funds


5%5%5%1 Week to 3 Months
1DSP Liquidity FundLiquid FundLow to ModerateB-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
1Kotak Gold FundFoF - DomesticHigh--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


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