|Recommended Portfolio - Equity & Debt Mutual Funds as on October 2023|
|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|
|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|
|1||Kotak Gold Fund||FoF - Domestic||High||--||5%||5%||5%||2-3 Years|
* 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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