Recommended Portfolio Equity and Debt Mutual Funds

Recommended Portfolio - Equity & Debt Mutual Funds as on October 2023
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	Diversified Equity Large cap / Large & Mid Cap / Flexicap / Multi Cap / Contra / Value Funds				65%	50%	25%	2-3 Years
1	HDFC Large and Mid Cap Fund	Large & Mid Cap Fund	Very High	--	10%	10%	5%
2	SBI Large & Midcap Fund	Large & Mid Cap Fund	Very High	--	15%	10%	5%
3	ICICI Prudential Bluechip Fund	Large Cap Fund	Very High	--	5%	5%	0%
4	HDFC Flexi Cap Fund	Flexi Cap Fund	Very High	--	10%	10%	0%
5	Nippon India Multi Cap Fund	Multi Cap Fund	Very High	--	5%	5%	5%
6	Bandhan Sterling Value Fund	Value Fund	Very High	--	10%	5%	5%
7	SBI Contra Fund	Contra Fund	Very High	--	10%	5%	5%

B	Equity Small Cap Fund				10%	5%	0%
1	Tata Small Cap Fund	Small Cap Fund	Very High	--	5%	0%	0%	Minimum 3 Years
1	HSBC Small Cap Fund	Small Cap Fund	Very High	--	5%	5%	0%	Minimum 3 Years

	Debt Funds				20%	40%	70%
A	Corporate Bond / Dynamic Bond / Low Duration Fund				15%	35%	65%
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	ICICI Prudential Corporate Bond Fund	Corporate Bond Fund	Low to Moderate	B-III (Relatively High Interest Rate Risk and Moderate Credit Risk)	0%	5%	10%	15 months and above
3	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
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
5	ICICI Prudential Savings Fund	Low Duration Fund	Moderate	A-III (Relatively High Interest Rate Risk and Relatively Low Credit Risk)	5%	5%	15%	24 months and above

B	Liquid Funds				5%	5%	5%	1 Week to 3 Months
1	UTI Liquid Cash Plan	Liquid Fund	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

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Recommended Portfolio - Equity & Debt Mutual Funds as on October 2023