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  Recommended Portfolio
Scheme Allocation
ICICIPru Balanced   40%
Reliance RSF Balanced Plan   30%
Franklin Prima Plus   30%
  Portfolio Asset allocation
Equity
75 ~ 85%
Debt
15 ~ 25%
Long term Portfolio performance trend (% CAGR)

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Reliance Regular Savings Balanced is an Open ended Balanced Fund having history of 10+ years. It takes care of asset allocation by constantly investigating market outlook and performance and accordingly by increasing / decreasing equity exposure based on the market outlook and using a core debt portfolio to do the rebalancing.
Investment Philosophy
This fund seeks to optimize the risk-adjusted return by distributing assets between both equity and debt markets. On the equity side focus on Alpha generation through active sector management with a blend of concentration and Diversification. Equity allocation can vary from 65% to 75%. Debt Allocation will comprise of high quality debt instruments with a short to medium term maturity profile keeping in mind the interest rate outlook. ×
ICICI Prudential Balanced Fund is an Open ended Balanced Fund having history of 17+ years. It takes care of asset allocation by constantly investigating market outlook and performance and accordingly by increasing / decreasing equity exposure based on the market outlook and using a core debt portfolio to do the rebalancing.
Investment Philosophy
This fund seeks to optimize the risk-adjusted return by distributing assets between both equity and debt markets. In bullish markets equity allocation can go upto 80%. In bearish markets equity allocation can go down to 65%. This dynamic allocation along with core debt portfolio reduces the volatility of return. ×
ICICI Prudential Balanced Advantage Fund is an Open ended Equity Fund, having history of 10+ years, that aims to make investing easy and less stressful, by allocating between different investment options as per changing market conditions.
Investment Philosophy
The fund aims to generate low volatility returns by investing in a judicious mix of cash equities, equity derivatives and debt markets. The usage of Equity derivatives in this fund is intended to hedge the portfolio against the downside risks, thereby allowing it to generate low volatility returns. This way the fund aims to provide better returns than typical debt instruments and lower volatility in comparison to equity. ×
ICICI Prudential Focused Bluechip Equity Fund is an Open-ended equity scheme, having history of 8+ years, that aims for growth from a focused and optimally diversified portfolio.It invests in equity and equity related securities of companies belonging to the large cap domain.
Investment Philosophy
This fund adopts a bottom-up approach while selecting stocks and the fund manager has the flexibility to choose between stocks across all themes and sectors. This strategy has the potential to generate returns from being overweight on certain high conviction stock picks. ×
Birla Sunlife Frontline Equity is an Open-ended equity scheme, having history of 14+ years, that predominantly invests in promising companies across industries as identified by S&P BSE 200.
Investment Philosophy
This fund invests in approximately the same proportion as the industries in the S&P BSE 200, giving each industry its due importance and thereby keeping your money invested across industries in any given time. The Fund Manager may also pick promising companies that are not on the S&P BSE 200 list, but heading swiftly towards it and growing much faster than companies already on the list. ×
Franklin India Prima Plus is an Open-ended equity scheme, having history of 20+ years, that predominantly invests in large-cap stocks with some exposure to small/mid cap stocks that have high growth potential.
Investment Philosophy
The fund predominantly invests in wealth creating companies that generate a return on capital in excess of their cost of capital. Midcap exposure seeks to boost the growth potential of the portfolio without significantly adding to overall risk. ×
ICICI Prudential Value Discovery Fund is an Open-ended Diversified Equity Fund, having history of 12+ years, which aims to invest stocks available at a discount to their intrinsic value, through a process of ‘Discovery’. The process involves identifying companies that are well managed, fundamentally strong, and are available at a price, which can be termed as a bargain.
Investment Philosophy
This fund adopts a "Bottom-up" strategy, to identify and pick its investments based on an evaluation of several parameters such as Price / Earning, Price / Book Value and Dividend Yield. The fund manager works towards building a portfolio that is well diversified across sectors and constructed based on in-depth research. ×
Investment in Mutual Funds is subject to market risk. Read all scheme related documents carefully.
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