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Name Risk Profile Preference of Stocks Preferred Sector Selection Parameter

Bharat Iyer Moderate Prefers diversification of the stocks FMCG Low Charges
Prerna Prakash Balanced Prefers diversification of the stocks DIVERSIFIED High charges
Errol Royston Moderate Prefers stock carrying low risk IT High charges
Charvi Dudeja Moderate Prefers stock carrying low risk BANKING Low Charges
Swamy B Balanced Prefers diversification of the stocks FMCG High charges
Vijay Mudaliar Balanced Prefers stock carrying low risk BANKING Low Charges
Balasubramanian Balanced Prefers stock carrying low risk CEMENT Low Charges
Kevin D'mello Moderate Prefers stock carrying low risk PHARMACEUTICAL High charges
Anjali Gupta Balanced Prefers diversification of the stocks FMCG Low Charges
Divya Asari Moderate Prefers stock carrying low risk FMCG High charges
Ratna Mudaliar Moderate Prefers diversification of the stocks PHARMACEUTICAL Low Charges
Pragati Jadhav Moderate refers stock carrying extremely high ri PHARMACEUTICAL Low Charges
Vishal Upadhayay Balanced Prefers diversification of the stocks BANKING High charges
Rohit Pawar Conservative Prefers diversification of the stocks IT, AUTOMOBILE Low Charges
Hetal rathod Moderate Prefers stock carrying low risk BANKING High charges
Anil Solanki Balanced Prefers diversification of the stocks DIVERSIFIED Low Charges
Vatsal Chandra Balanced Prefers diversification of the stocks FMCG, BANKING High charges
Sanjay Gemavat Balanced Prefers stock carrying high risk BANKING High charges
Anuradha Pillai Moderate Prefers stock carrying high risk PHARMACEUTICAL Low Charges
Ranjeet Gemavat Moderate Prefers stock carrying high risk BANKING High charges
Ashok Gupta Moderate Prefers diversification of the stocks FMCG Low Charges
Sakina Balanced Prefers diversification of the stocks PHARMACEUTICAL,FMCG, BANKING High charges
Ashish Patil Balanced Prefers stock carrying low risk FMCG,ENGINEERING High charges
Murugan Bala Balanced Prefers diversification of the stocks BANKING, PHARMACEUTCAL Low Charges
Rohit S Moderate Prefers stock carrying high risk BANKING High charges
Alistair Fernandes Balanced Prefers stock carrying high risk MANUFACTURING Low Charges
Nisha Chirayil Moderate refers stock carrying extremely high ri INSURANCE High charges
Rishab Mishra Balanced Prefers stock carrying high risk FMCG Low Charges
Vinay Ghosalkar Balanced Prefers stock carrying low risk IT High charges
Dipriya Pillai Moderate Prefers stock carrying high risk T ,PHARMACEUTICAL,AUTOMOBILE,INFRASTRUCTUR High charges
Varun Growth Prefers diversification of the stocks IT, AUTOMOBILE, BANKING, FMCG Low Charges
Arpit Bohra Conservative Prefers stock carrying low risk IT High charges
Dinesh Nadar Moderate Prefers stock carrying low risk PHARMACEUTICAL Low Charges
Ganesh Rao Moderate Prefers diversification of the stocksT, BANKING,INFRASTRUCTURE, TELECOMMUNICATIO High charges
Neel Chavan Balanced Prefers diversification of the stocks FMCG Low Charges
Rahul Jain Balanced Prefers stock carrying high risk BANKING High charges
Aakash Gupta Moderate Prefers stock carrying high risk PHARMACEUTICAL High charges
Rachel Sharma Balanced Prefers stock carrying high risk AUTOMOBILE Low Charges
Surbhi Sharma Moderate Prefers stock carrying low risk IT Low Charges
Aarav Jain Moderate Prefers diversification of the stocks OIL AND GAS, AUTOMOBILE High charges
Suresh Kothari Balanced Prefers diversification of the stocks NBFC (GENERAL),(INSURANCE), REAL ESTATE Low Charges
Nikhil Bhora Balanced Prefers stock carrying high risk IT High charges
Hetal rathod Moderate Prefers diversification of the stocks BANKING Low Charges
Mohit Jain Balanced Prefers diversification of the stocks IT Low Charges
Aishwarya Bala Moderate Prefers diversification of the stocks FMCG High charges
Sourabh Sharda Moderate Prefers diversification of the stocks MINING, INFRASTRUCTURE, AUTOMOBILE High charges
Ankita Sharma Moderate Prefers stock carrying low risk PHARMACEUTICAL Low Charges
Aishwarya Iyer Balanced Prefers stock carrying high risk IT Low Charges
Aman Singh Balanced Prefers stock carrying high risk PHARMACEUTICAL High charges
Rahul K Balanced Prefers stock carrying high risk BANKING Low Charges
Rajendra Rathod Growth Prefers stock carrying high risk AUTOMOBILE High charges
Swati Jain Balanced Prefers stock carrying high risk DIVERSIFIED High charges
Vikram singh Balanced refers stock carrying extremely high ri BANKING Low Charges
Vishal Jain Growth Prefers stock carrying low risk BANKING,PHARMACEUTICAL, INFRASTRUCTURE High charges
Kavita Ovalekar Moderate Prefers diversification of the stocks IT, FMCG, PHARMACEUTICAL Low Charges
Aditya Iyer Moderate Prefers diversification of the stocks IT, BANKING High charges
Preeti agarwal Balanced Prefers diversification of the stocks OIL AND GAS Low Charges
Vijay Rathi Balanced Prefers stock carrying high risk IT High charges
Anand Karwa Balanced refers stock carrying extremely high ri BANKING High charges
Aayush Jain Balanced Prefers stock carrying high risk PHARMACEUTICAL Low Charges
Laxmi Bafna Growth Prefers diversification of the stocks INFRASTRUCTURE Low Charges
Lalita Jain Moderate Prefers diversification of the stocks IT High charges
Ajay kapadia Balanced Prefers stock carrying high risk FMCG High charges
Rekha Jain Balanced Prefers stock carrying high risk IT Low Charges
Deepak Kapadia Balanced Prefers stock carrying high risk IT High charges
Neha Singh Balanced refers stock carrying extremely high ri INSURANCE Low Charges
Kunal Pandey Balanced Prefers stock carrying high risk BANKING High charges
Saily Iyer Moderate Prefers diversification of the stocks IT Low Charges
Krishna Iyer Moderate Prefers diversification of the stocks FMCG High charges
Shradha Sharma Balanced Prefers stock carrying high risk CEMENT High charges
Shikha Jain Moderate refers stock carrying extremely high ri INFRASTRUCTURE Low Charges
Aarti Gupta Balanced Prefers diversification of the stocks INFRASTRUCTURE High charges
EQUITY FUND 1 (BASED ON MARKET CAPITALIZATION)
Name Age Risk Profile Preference of Stocks PROPORTION FUND NAME Selection Parameter FUND 2 FOR EQUITY Preferred Sector FUND 3 FOR EQUITY
What Cap company would you invest in? FUND NAME
Bharat Iyer 20-25 Moderate Prefers diversification of the stocks 70% DEBT & 30% EQUITY ICICI Prudential Long Term Bond Fund Multi-cap Tata Retirement Savings Progressive Plan Low Charges HDFC Index Sensex Fund FMCG ICICI Prudential FMCG Fund
Prerna Prakash 26-35 Balanced Prefers diversification of the stocks 50% DEBT & 50% EQUITY BHARAT Bond FOF Mid-cap DSP Midcap Fund High charges Canara Robeco Bluechip Equity Fund DIVERSIFIED Tata Retirement Savings Progressive Plan
Errol Royston 20-25 Moderate Prefers stock carrying low risk 70% DEBT & 30% EQUITY ICICI Prudential Long Term Bond Fund Large-cap Axis Bluechip Fund High charges Canara Robeco Bluechip Equity Fund IT Aditya Birla Sun Life Digital India Fund
Charvi Dudeja 20-25 Moderate Prefers stock carrying low risk 70% DEBT & 30% EQUITY ICICI Prudential Long Term Bond Fund Multi-cap Tata Retirement Savings Progressive Plan Low Charges HDFC Index Sensex Fund BANKING SBI Banking & Financial Services Fund
Swamy B 26-35 Balanced Prefers diversification of the stocks 50% DEBT & 50% EQUITY BHARAT Bond FOF Large-cap Axis Bluechip Fund High charges Canara Robeco Bluechip Equity Fund FMCG ICICI Prudential FMCG Fund
Vijay Mudaliar 45-65 Balanced Prefers stock carrying low risk 50% DEBT & 50% EQUITY BHARAT Bond FOF Mid-cap DSP Midcap Fund Low Charges HDFC Index Sensex Fund BANKING SBI Banking & Financial Services Fund
Balasubramanian 45-65 Balanced Prefers stock carrying low risk 50% DEBT & 50% EQUITY BHARAT Bond FOF Mid-cap DSP Midcap Fund Low Charges HDFC Index Sensex Fund CEMENT Mirae Asset Great Consumer Fund
Kevin D'mello 26-35 Moderate Prefers stock carrying low risk 70% DEBT & 30% EQUITY ICICI Prudential Long Term Bond Fund Mid-cap DSP Midcap Fund High charges Canara Robeco Bluechip Equity Fund PHARMACEUTICAL Nippon India Pharma
Anjali Gupta 20-25 Balanced Prefers diversification of the stocks 50% DEBT & 50% EQUITY BHARAT Bond FOF Multi-cap Tata Retirement Savings Progressive Plan Low Charges HDFC Index Sensex Fund FMCG ICICI Prudential FMCG Fund
Divya Asari 20-25 Moderate Prefers stock carrying low risk 70% DEBT & 30% EQUITY ICICI Prudential Long Term Bond Fund Mid-cap DSP Midcap Fund High charges Canara Robeco Bluechip Equity Fund FMCG ICICI Prudential FMCG Fund
Ratna Mudaliar 26-35 Moderate Prefers diversification of the stocks 70% DEBT & 30% EQUITY ICICI Prudential Long Term Bond Fund Multi-cap Tata Retirement Savings Progressive Plan Low Charges HDFC Index Sensex Fund PHARMACEUTICAL Nippon India Pharma
Pragati Jadhav Moderate Prefers stock carrying extremely high risk 70% DEBT & 30% EQUITY ICICI Prudential Long Term Bond Fund Small-cap SBI Small Cap Fund Low Charges HDFC Index Sensex Fund PHARMACEUTICAL Nippon India Pharma
26-35 Balanced Prefers diversification of the stocks 50% DEBT & 50% EQUITY BHARAT Bond FOF Multi-cap Tata Retirement Savings Progressive Plan High charges Canara Robeco Bluechip Equity Fund BANKING SBI Banking & Financial Services Fund
Vishal Upadhayay 36-45
20-25 Conservative Prefers diversification of the stocks 100% DEBT ICICI Prudential Long Term Bond Fund Large-cap - Low Charges - DIVERSIFIED -
Rohit Pawar 20-25 Moderate Prefers stock carrying low risk 70% DEBT & 30% EQUITY ICICI Prudential Long Term Bond Fund Large-cap Axis Bluechip Fund High charges Canara Robeco Bluechip Equity Fund BANKING SBI Banking & Financial Services Fund
Hetal rathod 36-45 Balanced Prefers diversification of the stocks 50% DEBT & 50% EQUITY BHARAT Bond FOF Multi-cap Tata Retirement Savings Progressive Plan Low Charges HDFC Index Sensex Fund DIVERSIFIED Tata Retirement Savings Progressive Plan
Vatsal
Anil Chandra
Solanki 36-45 Balanced Prefers diversification of the stocks 50% DEBT & 50% EQUITY BHARAT Bond FOF Large-cap Axis Bluechip Fund High charges Canara Robeco Bluechip Equity Fund DIVERSIFIED Tata Retirement Savings Progressive Plan
Sanjay Gemavat 36-45 Balanced Prefers stock carrying high risk 50% DEBT & 50% EQUITY BHARAT Bond FOF Mid-cap DSP Midcap Fund High charges Canara Robeco Bluechip Equity Fund BANKING SBI Banking & Financial Services Fund
Anuradha Pillai 45-65 Moderate Prefers stock carrying high risk 70% DEBT & 30% EQUITY ICICI Prudential Long Term Bond Fund Large-cap Axis Bluechip Fund Low Charges HDFC Index Sensex Fund PHARMACEUTICAL Nippon India Pharma
Ranjeet Gemavat 26-35 Moderate Prefers stock carrying high risk 70% DEBT & 30% EQUITY ICICI Prudential Long Term Bond Fund Small-cap SBI Small Cap Fund High charges Canara Robeco Bluechip Equity Fund BANKING SBI Banking & Financial Services Fund
Ashok Gupta 26-35 Moderate Prefers diversification of the stocks 70% DEBT & 30% EQUITY ICICI Prudential Long Term Bond Fund Mid-cap DSP Midcap Fund Low Charges HDFC Index Sensex Fund FMCG ICICI Prudential FMCG Fund
Sakina 20-25 Balanced Prefers diversification of the stocks 50% DEBT & 50% EQUITY BHARAT Bond FOF Mid-cap DSP Midcap Fund High charges Canara Robeco Bluechip Equity Fund DIVERSIFIED Tata Retirement Savings Progressive Plan
Ashish Patil 20-25 Balanced Prefers stock carrying low risk 50% DEBT & 50% EQUITY BHARAT Bond FOF Mid-cap DSP Midcap Fund High charges Canara Robeco Bluechip Equity Fund DIVERSIFIED Tata Retirement Savings Progressive Plan
Murugan Bala 20-25 Balanced Prefers diversification of the stocks 50% DEBT & 50% EQUITY BHARAT Bond FOF Mid-cap DSP Midcap Fund Low Charges HDFC Index Sensex Fund DIVERSIFIED Tata Retirement Savings Progressive Plan
Rohit S 26-35 Moderate Prefers stock carrying high risk 70% DEBT & 30% EQUITY ICICI Prudential Long Term Bond Fund Small-cap SBI Small Cap Fund High charges Canara Robeco Bluechip Equity Fund BANKING SBI Banking & Financial Services Fund
Alistair Fernandes 45-65 Balanced Prefers stock carrying high risk 50% DEBT & 50% EQUITY BHARAT Bond FOF Large-cap Axis Bluechip Fund Low Charges HDFC Index Sensex Fund MANUFACTURING Aditya Birla Sun Life Manufacturing Equity Fund
Nisha Chirayil 20-25 Moderate Prefers stock carrying extremely high risk 70% DEBT & 30% EQUITY ICICI Prudential Long Term Bond Fund Mid-cap DSP Midcap Fund High charges Canara Robeco Bluechip Equity Fund INSURANCE Aviva Life - Pension Unitised With Profit Fund
Rishab Mishra 26-35 Balanced Prefers stock carrying high risk 50% DEBT & 50% EQUITY BHARAT Bond FOF Large-cap Axis Bluechip Fund Low Charges HDFC Index Sensex Fund FMCG ICICI Prudential FMCG Fund
Vinay Ghosalkar 20-25 Balanced Prefers stock carrying low risk 50% DEBT & 50% EQUITY BHARAT Bond FOF Mid-cap DSP Midcap Fund High charges Canara Robeco Bluechip Equity Fund IT Aditya Birla Sun Life Digital India Fund
Dipriya Pillai 20-25 Moderate Prefers stock carrying high risk 70% DEBT & 30% EQUITY ICICI Prudential Long Term Bond Fund Multi-cap Tata Retirement Savings Progressive Plan High charges Canara Robeco Bluechip Equity Fund DIVERSIFIED Tata Retirement Savings Progressive Plan
Varun 20-25 Growth Prefers diversification of the stocks 30% DEBT & 70% EQUITY Nippon India Nivesh Lakshya Fund Mid-cap DSP Midcap Fund Low Charges HDFC Index Sensex Fund DIVERSIFIED Tata Retirement Savings Progressive Plan
Arpit Bohra 20-25 Conservative Prefers stock carrying low risk 100% DEBT ICICI Prudential Long Term Bond Fund Small-cap - High charges - IT -
Dinesh Nadar 20-25 Moderate Prefers stock carrying low risk 70% DEBT & 30% EQUITY ICICI Prudential Long Term Bond Fund Mid-cap DSP Midcap Fund Low Charges HDFC Index Sensex Fund PHARMACEUTICAL Nippon India Pharma
Ganesh Rao 36-45 Moderate Prefers diversification of the stocks 70% DEBT & 30% EQUITY ICICI Prudential Long Term Bond Fund Multi-cap Tata Retirement Savings Progressive Plan High charges Canara Robeco Bluechip Equity Fund DIVERSIFIED Tata Retirement Savings Progressive Plan
Neel Chavan 20-25 Balanced Prefers diversification of the stocks 50% DEBT & 50% EQUITY BHARAT Bond FOF Large-cap Axis Bluechip Fund Low Charges HDFC Index Sensex Fund FMCG ICICI Prudential FMCG Fund
Rahul Jain 20-25 Balanced Prefers stock carrying high risk 50% DEBT & 50% EQUITY BHARAT Bond FOF Mid-cap DSP Midcap Fund High charges Canara Robeco Bluechip Equity Fund BANKING SBI Banking & Financial Services Fund
Aakash Gupta 20-25 Moderate Prefers stock carrying high risk 70% DEBT & 30% EQUITY ICICI Prudential Long Term Bond Fund Mid-cap DSP Midcap Fund High charges Canara Robeco Bluechip Equity Fund PHARMACEUTICAL Nippon India Pharma
Rachel Sharma 45-65 Balanced Prefers stock carrying high risk 50% DEBT & 50% EQUITY BHARAT Bond FOF Mid-cap DSP Midcap Fund Low Charges HDFC Index Sensex Fund AUTOMOBILE Axis Bluechip Fund
Surbhi Sharma 20-25 Moderate Prefers stock carrying low risk 70% DEBT & 30% EQUITY ICICI Prudential Long Term Bond Fund Large-cap Axis Bluechip Fund Low Charges HDFC Index Sensex Fund IT Aditya Birla Sun Life Digital India Fund
Aarav Jain 45-65 Moderate Prefers diversification of the stocks 70% DEBT & 30% EQUITY ICICI Prudential Long Term Bond Fund Multi-cap Tata Retirement Savings Progressive Plan High charges Canara Robeco Bluechip Equity Fund DIVERSIFIED Tata Retirement Savings Progressive Plan
Suresh Kothari 45-65 Balanced Prefers diversification of the stocks 50% DEBT & 50% EQUITY BHARAT Bond FOF Large-cap Axis Bluechip Fund Low Charges HDFC Index Sensex Fund DIVERSIFIED Tata Retirement Savings Progressive Plan
Nikhil Bhora 20-25 Balanced Prefers stock carrying high risk 50% DEBT & 50% EQUITY BHARAT Bond FOF Large-cap Axis Bluechip Fund High charges Canara Robeco Bluechip Equity Fund IT Aditya Birla Sun Life Digital India Fund
Hemant Rathod 45-65 Moderate Prefers diversification of the stocks 70% DEBT & 30% EQUITY ICICI Prudential Long Term Bond Fund Mid-cap DSP Midcap Fund Low Charges HDFC Index Sensex Fund BANKING SBI Banking & Financial Services Fund
Mohit Jain Balanced Prefers diversification of the stocks 50% DEBT & 50% EQUITY BHARAT Bond FOF Multi-cap Tata Retirement Savings Progressive Plan Low Charges HDFC Index Sensex Fund IT Aditya Birla Sun Life Digital India Fund
36-45 Moderate Prefers diversification of the stocks 70% DEBT & 30% EQUITY ICICI Prudential Long Term Bond Fund Large-cap Axis Bluechip Fund High charges Canara Robeco Bluechip Equity Fund FMCG ICICI Prudential FMCG Fund
Aishwarya Bala 36-45 Moderate Prefers diversification of the stocks 70% DEBT & 30% EQUITY ICICI Prudential Long Term Bond Fund Multi-cap Tata Retirement Savings Progressive Plan High charges Canara Robeco Bluechip Equity Fund DIVERSIFIED Tata Retirement Savings Progressive Plan
Sourabh
Ankita Sharma
Sharda 46-65
26-35 Moderate Prefers stock carrying low risk 70% DEBT & 30% EQUITY ICICI Prudential Long Term Bond Fund Small-cap SBI Small Cap Fund Low Charges HDFC Index Sensex Fund PHARMACEUTICAL Nippon India Pharma
Aishwarya Iyer 36-45 Balanced Prefers stock carrying high risk 50% DEBT & 50% EQUITY BHARAT Bond FOF Mid-cap DSP Midcap Fund Low Charges HDFC Index Sensex Fund IT Aditya Birla Sun Life Digital India Fund
Aman Singh 36-45 Balanced Prefers stock carrying high risk 50% DEBT & 50% EQUITY BHARAT Bond FOF Small-cap SBI Small Cap Fund High charges Canara Robeco Bluechip Equity Fund PHARMACEUTICAL Nippon India Pharma
Rahul K 36-45 Balanced Prefers stock carrying high risk 50% DEBT & 50% EQUITY BHARAT Bond FOF Large-cap Axis Bluechip Fund Low Charges HDFC Index Sensex Fund BANKING SBI Banking & Financial Services Fund
Rajendra Rathod 46-65 Growth Prefers stock carrying high risk 30% DEBT & 70% EQUITY Nippon India Nivesh Lakshya Fund Multi-cap Tata Retirement Savings Progressive Plan High charges Canara Robeco Bluechip Equity Fund AUTOMOBILE UTI Transportation & Logistics Fund-Reg(G)
Swati Jain 36-45 Balanced Prefers stock carrying high risk 50% DEBT & 50% EQUITY BHARAT Bond FOF Multi-cap Tata Retirement Savings Progressive Plan High charges Canara Robeco Bluechip Equity Fund DIVERSIFIED Tata Retirement Savings Progressive Plan
Vikram singh 26-35 Balanced Prefers stock carrying extremely high risk 50% DEBT & 50% EQUITY BHARAT Bond FOF Mid-cap DSP Midcap Fund Low Charges HDFC Index Sensex Fund BANKING SBI Banking & Financial Services Fund
Vishal Jain 46-65 Growth Prefers stock carrying low risk 30% DEBT & 70% EQUITY Nippon India Nivesh Lakshya Fund Multi-cap Tata Retirement Savings Progressive Plan High charges Canara Robeco Bluechip Equity Fund DIVERSIFIED Tata Retirement Savings Progressive Plan
Kavita Ovalekar 46-65 Moderate Prefers diversification of the stocks 70% DEBT & 30% EQUITY ICICI Prudential Long Term Bond Fund Multi-cap Tata Retirement Savings Progressive Plan Low Charges HDFC Index Sensex Fund DIVERSIFIED Tata Retirement Savings Progressive Plan
Aditya Iyer 46-65 Moderate Prefers diversification of the stocks 70% DEBT & 30% EQUITY ICICI Prudential Long Term Bond Fund Multi-cap Tata Retirement Savings Progressive Plan High charges Canara Robeco Bluechip Equity Fund DIVERSIFIED Tata Retirement Savings Progressive Plan
Preeti agarwal 46-65 Balanced Prefers diversification of the stocks 50% DEBT & 50% EQUITY BHARAT Bond FOF Mid-cap DSP Midcap Fund Low Charges HDFC Index Sensex Fund AUTOMOBILE Axis Bluechip Fund
Vijay Rathi 36-45 Balanced Prefers stock carrying high risk 50% DEBT & 50% EQUITY BHARAT Bond FOF Small-cap SBI Small Cap Fund High charges Canara Robeco Bluechip Equity Fund IT Aditya Birla Sun Life Digital India Fund
Anand Karwa 36-45 Balanced Prefers stock carrying extremely high risk 50% DEBT & 50% EQUITY BHARAT Bond FOF Small-cap SBI Small Cap Fund High charges Canara Robeco Bluechip Equity Fund BANKING SBI Banking & Financial Services Fund
Aayush Jain 46-65 Balanced Prefers stock carrying high risk 50% DEBT & 50% EQUITY BHARAT Bond FOF Large-cap Axis Bluechip Fund Low Charges HDFC Index Sensex Fund PHARMACEUTICAL Nippon India Pharma
Laxmi Bafna 36-45 Growth Prefers diversification of the stocks 30% DEBT & 70% EQUITY Nippon India Nivesh Lakshya Fund Multi-cap Tata Retirement Savings Progressive Plan Low Charges HDFC Index Sensex Fund INFRASTRUCTURE Invesco India Infrastructure Fund
Lalita Jain 46-65 Moderate Prefers diversification of the stocks 70% DEBT & 30% EQUITY ICICI Prudential Long Term Bond Fund Multi-cap Tata Retirement Savings Progressive Plan High charges Canara Robeco Bluechip Equity Fund IT Aditya Birla Sun Life Digital India Fund
Ajay kapadia 36-45 Balanced Prefers stock carrying high risk 50% DEBT & 50% EQUITY BHARAT Bond FOF Small-cap SBI Small Cap Fund High charges Canara Robeco Bluechip Equity Fund FMCG ICICI Prudential FMCG Fund
Rekha Jain 46-65 Balanced Prefers stock carrying high risk 50% DEBT & 50% EQUITY BHARAT Bond FOF Mid-cap DSP Midcap Fund Low Charges HDFC Index Sensex Fund IT Aditya Birla Sun Life Digital India Fund
Deepak Kapadia 36-45 Balanced Prefers stock carrying high risk 50% DEBT & 50% EQUITY BHARAT Bond FOF Mid-cap DSP Midcap Fund High charges Canara Robeco Bluechip Equity Fund IT Aditya Birla Sun Life Digital India Fund
Neha Singh 46-65 Balanced Prefers stock carrying extremely high risk 50% DEBT & 50% EQUITY BHARAT Bond FOF Multi-cap Tata Retirement Savings Progressive Plan Low Charges HDFC Index Sensex Fund INSURANCE Aviva Life - Pension Unitised With Profit Fund
Kunal Pandey 46-65 Balanced Prefers stock carrying high risk 50% DEBT & 50% EQUITY BHARAT Bond FOF Mid-cap DSP Midcap Fund High charges Canara Robeco Bluechip Equity Fund BANKING SBI Banking & Financial Services Fund
Saily Iyer 26-35 Moderate Prefers diversification of the stocks 70% DEBT & 30% EQUITY ICICI Prudential Long Term Bond Fund Multi-cap Tata Retirement Savings Progressive Plan Low Charges HDFC Index Sensex Fund IT Aditya Birla Sun Life Digital India Fund
Krishna Iyer 36-45 Moderate Prefers diversification of the stocks 70% DEBT & 30% EQUITY ICICI Prudential Long Term Bond Fund Large-cap Axis Bluechip Fund High charges Canara Robeco Bluechip Equity Fund FMCG ICICI Prudential FMCG Fund
Shradha Sharma 46-65 Balanced Prefers stock carrying high risk 50% DEBT & 50% EQUITY BHARAT Bond FOF Mid-cap DSP Midcap Fund High charges Canara Robeco Bluechip Equity Fund CEMENT Mirae Asset Great Consumer Fund
Shikha Jain 46-65 Moderate Prefers stock carrying extremely high risk 70% DEBT & 30% EQUITY ICICI Prudential Long Term Bond Fund Mid-cap DSP Midcap Fund Low Charges HDFC Index Sensex Fund INFRASTRUCTURE Invesco India Infrastructure Fund
Aarti Gupta 36-45 Balanced Prefers diversification of the stocks 50% DEBT & 50% EQUITY BHARAT Bond FOF Large-cap Axis Bluechip Fund High charges Canara Robeco Bluechip Equity Fund INFRASTRUCTURE Invesco India Infrastructure Fund
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HDFC Inde x Fund Sensex Plan https://www.hdfcfund.com/our-products/hdfc-index-fund-sensex-pla n ICICI Prudential Long Term Bond Fund https://www.icicipruamc.com/our-funds/debt-funds/long-term-bond-fund
ICICI P rudent ia l Nift y Next 50 Inde x Fund https://www.icicipruamc.com/our-funds/other-funds/nifty-next-50-index-fund BHARATBond FOF https://www.bharatbond.in/
IDFC Nif ty Fund http s:/ /www.mone ycon trol.co m/ mut ual-funds/ nav/ idf c-n ift y-fund-regular-plan /MAG386 Nippon India Nivesh Lakshya Fund
UT I Nif ty Inde x Fu nd http s:/ /www.u timf .co m/p rodu ct/ equity-funds/u ti-nif ty-index-fund/ SBI Dynamic Bond Direct Plan https://www.sbimf.com/en-us/debt-mutual-funds/sbi-dynamic-bond-fund
HDFC Inde x Fund Nif ty50 Plan https://www.hdfcfund.com/our-products/hdfc-index-fund-nifty-50-plan Growth https:// www. sb imf. com/en -us/debt -mutu al-funds/ sbi-ma gnum-med iu m-du rat ion -fund

SECTOR FUNDS

INFRASTRUCTURE FMCG
Invesco Ind ia Infrastructure Fu nd http s:/ /www.invescomutua lfund .co m/p lanPa ge?Tit le= Inve sco %20Ind ia %20Inf ra st ru cture%20 Fund& clas sif ication=equ it y ICICI Prud ential Fmcg Fu nd https://g ro ww.in/ mutua l-fund s/ icici- prude ntial-fmcg-d ire ct -gro wth
T auru s Infrastructure Fund https://taurusmutualfund.com/taurus-infrastructure-fund DSP World Go ld Fu nd https://invest.dspim.com/mutual-fund-products/fund-of-funds-schemes/international-fof-world-gold -fund/dspwg-regular-growth
BOI AXA Mfg & Infra Fu nd https://www.boiaxamf.com/products/equity-funds/boi-axa-manufacturing-and-infrastructure-fund Kotak Gold Fund https://www.kotakmf.com/funds/fof-funds/Kotak-Gold-Fund/Reg-%20G
SBI Infrastructure Fund https://www.sbimf.com/en-us/equity-mutual-fund/sbi-infrastructure-fund Edelwe is s G reate r Ch ina Equity Off-shore Fund https://www.edelweissmf.com/types-of-mutual-funds/international-fund-of-funds/edelweiss-greater-china-equity-offshore-fund
Franklin Build India Fu nd http s:/ /www.f ran klin templeton india. com/inve stor/fun d-details/fu nd-ove rvie w/ fra nklin-build -india-fund -12340 PGIM India G loba l Equ it y Oppo rt unitie s Fu nd https:// www. pgimind ia mf .co m/ mutu al-funds/o ve rse as-fof /pgim- ind ia -g lobal-equ ity-opportunities-fund

IT PHARMACEUTICAL
Ad it ya B irla SL Dig ita l Ind ia Fund http s:/ /mutua lfund .adityab irla cap it al.co m/ wea lth -cre ation-so lut ion s/ad it ya-birla-sun -life -d igital-ind ia -fund Nippon India Pha rma https:// www. nipponindiamf.com/Fund sAndP erforma nce/ Pages/Nippon India-Pharma -Fund. asp x
Franklin India T ech nolo gy Fund http s:/ /www.f ran klin templeton india. com/inve stor/fun d-details/fu nd-ove rvie w/ fra nklin-ind ia -techno log y-fund-4617 UT I Hea lth care Fu nd https:// www. ut imf. com/mutua l-fund -produ cts/equity-funds/uti-healthca re -fund/
SBI Techno log y Opp Fund http s:/ /www.sbimf .co m/ en-us/e quity-mutua l-fund /sb i-te chnology-opportunities-fund SBI Hea lth care Oppo rtu nitie s Fu nd https:// www. sb imf. com/en -us/equ it y-mu tual-fund/ sbi-healthca re -oppo rtu nitie s-fund# :~:te xt =SBI %20Healthca re %20Oppo rtu nitie s%20 Fund %20aims,related %20 secu rities%20in%20 Hea lth care%20 spa ce*.
ICICI P rudent ia l echno
T log y Fu nd http s:/ /www.iciciprua mc.com/our-fund s/equ it y-funds/te chnology-fund Aditya Birla Sun Life Pharma & Hea lth care Fu nd http s:/ /mutua lfund .adityab irla cap it al.co m/ wea lth -cre ation-so lut ion s/ad it ya-birla-sun -life -pha rma-hea lth care-fund
ata Digital India Fu nd
T http s:/ /www.t atamutua lfund .co m/p rod uct s/ta ta-dig it al-ind ia-fund DSP Healthca re Fund https://invest.dspim.com/mutual-fund-products/equity-schemes/sector-fund-Healthcare-fund/dspwh-regular-growth

CEMENT INSURANCE
Mirae As set Great Consumer Fund https://www.miraeas set mf. co. in/ mu tual-fund-scheme/equ it y-fund/ mira e-as set-great-consumer-fund Aviva Life - Pension Unitised wit h P rof it Fund https:// www. avivain dia .co m/
Canara Robeco Consumer T rend s Fu nd https://www.canararobeco.com/product/equity-scheme/consumer-trends-fund/112152 LIC Of Ind ia -Mone y P lus I - Bond https:// www. licind ia .in/G roup -S chemes/ Group-Sche me
Ad it ya B irla Sun L ife Ind ia GenNext Fund http s:/ /mutua lfund .adityab irla cap it al.co m/ wea lth -cre ation-so lut ion s/ad it ya-birla-sun -life -india-gennext-fund Aviva Life -Unitised With P rof it Fund https:// www. avivain dia .co m/
Sunda ra m Rural and Con sumption Fu nd http s:/ /www.sunda rammu tua l. com/Fu nd/Sunda ra m-Rural-and-Con sumpt ion-Fu nd LIC Of Ind ia Gra
- tuity Plus Inco me https:// www. licind ia .in/G roup -S chemes/ Group-Sche me
Quan t Consu mpt ion Fund http s:/ /www.f undzba zar.com/products/ mu tualfund/ sche me /Quant -Con sumption-Fund -Gro wth /6305 ICICI Prud ential L ife - P rotector Fu nd II https:// www. icicip ru life .com/fund -perfo rman ce/p rodu ct-wise-fund -perfo rman ce-deta ils.h tml

MANUFACTURING AUTO MOB ILE


Ad it ya B irla Sun L ife Manufa ctu ring Equ it y Fund http s:/ /mutua lfund .adityab irla cap it al.co m/ wea lth -cre ation-so lut ion s/ad it ya-birla-sun -life -manufa ctu ring-equ it y-fund Axis Blue chip Fu nd https:// www. axismf .co m/ mu tual-funds/equity-funds/axis-blue chip-fund/e f-gp/regular
ICICI P rudent ia l Manu fact ure in India Fund http s:/ /www.iciciprua mc.com/our-fund s/equ it y-funds/manufa cture-in-ind ia -fund HDFC Hybrid Equity https://www.hdfcfund.com/our-products/hdfc-hybrid-equity-fund
HDFC Focused 30 https://www.hdfcsec.com/stock-market/mutual-fund-scheme/hdfc-focused-30-fund-d-2122

BANKING
SBI Banking and Finan cial Se rvices Fund https://www.sbimf.com/en-us/equity-mutual-fund/sbi-bankin g-and-financial-services-fund
Axis MF https://www.axismf.com/
BNP Pariba s MF http s:/ /www.f undsind ia. com/a/bnp -pariba s-mu tual-funds
Bha rt i Axa MF http s:/ /www.bo ia xamf. com/
IDFC MF http s:/ /idfcmf .co m/
SMALL CAP FUNDS
SBI Small Cap Fund- Growth https://www.sbimf.com/en-us/equity-mutual-fund/sbi-small-cap-fund
Axis Small Cap Fund- Growth https://www.axismf.com/mutual-funds/equity-funds/axis-small-cap-fund/sc-gp/regular
Nippon India Small Cap Fund- Growth Fund.aspx?gclid=Cj0KCQjw6PD3BRDPARIsAN8pHuHDPD5GnFm_GzTu5O0EbBk06c2aI7s_rYbt2HxbIDSASpVVLQ5w2jkaAtHaEA
Kotak Small Cap Fund- Growth https://www.kotakmf.com/funds/equity-funds/Kotak-Smallcap-Fund/Reg-%20G
L&T Emerging Businesses Fund-Regular Plan- Growth https://www.ltfs.com/companies/lnt-investment-management/our_funds/lnt-emerging-businesses-fund.html

LARGE CAP FUNDS


Axis Bluechip Fund Growth Large Cap Fund https://www.axismf.com/mutual-funds/equity-funds/axis-bluechip-fund/ef-gp/regular
Canara Robeco Bluechip Equity Fund - Regular Plan - GrowthLarge Cap Fund https://www.canararobeco.com/product/equity-scheme/blue-chip-equity-fund/113221
Mirae Asset Large Cap Fund - Regular - GrowthLarge Cap Fund miraeassetmf.co.in/mutual-fund-scheme/equity-fund/mirae-asset-large-cap-fund
ICICI Prudential Bluechip Fund - GrowthLarge Cap Fund https://www.icicipruamc.com/our-funds/equity-funds/bluechip-fund
HSBC Large Cap Equity Fund - GrowthLarge Cap Fund https://www.assetmanagement.hsbc.co.in/en/mutual-funds/investment-expertise/active-equities/hsbc-large-cap-equity-fund

INDEX FUNDS
HDFC Index Fund Sensex Plan https://www.hdfcfund.com/our-products/hdfc-index-fund-sensex-plan
ICICI Prudential Nifty Next 50 Index Fund https://www.icicipruamc.com/our-funds/other-funds/nifty-next-50-index-fund
IDFC Nifty Fund https://www.moneycontrol.com/mutual-funds/nav/idfc-nifty-fund-regular-plan/MAG386
UTI Nifty Index Fund https://www.utimf.com/product/equity-funds/uti-nifty-index-fund/
HDFC Index Fund Nifty50 Plan https://www.hdfcfund.com/our-products/hdfc-index-fund-nifty-50-plan

SECTOR FUNDS

INFRASTRUCTURE
Invesco India Infrastructure Fund https://www.invescomutualfund.com/planPage?Title=Invesco%20India%20Infrastructure%20Fund&classification=equity
Taurus Infrastructure Fund https://taurusmutualfund.com/taurus-infrastructure-fund
BOI AXA Mfg & Infra Fund https://www.boiaxamf.com/products/equity-funds/boi-axa-manufacturing-and-infrastructure-fund
SBI Infrastructure Fund https://www.sbimf.com/en-us/equity-mutual-fund/sbi-infrastructure-fund
Franklin Build India Fund https://www.franklintempletonindia.com/investor/fund-details/fund-overview/franklin-build-india-fund-12340

IT
Aditya Birla SL Digital India Fund https://mutualfund.adityabirlacapital.com/wealth-creation-solutions/aditya-birla-sun-life-digital-india-fund
Franklin India Technology Fund https://www.franklintempletonindia.com/investor/fund-details/fund-overview/franklin-india-technology-fund-4617
SBI Technology Opp Fund https://www.sbimf.com/en-us/equity-mutual-fund/sbi-technology-opportunities-fund
ICICI Prudential Technology Fund https://www.icicipruamc.com/our-funds/equity-funds/technology-fund
Tata Digital India Fund https://www.tatamutualfund.com/products/tata-digital-india-fund

CEMENT
Mirae Asset Great Consumer Fund https://www.miraeassetmf.co.in/mutual-fund-scheme/equity-fund/mirae-asset-great-consumer-fund
Canara Robeco Consumer Trends Fund https://www.canararobeco.com/product/equity-scheme/consumer-trends-fund/112152
Aditya Birla Sun Life India GenNext Fund https://mutualfund.adityabirlacapital.com/wealth-creation-solutions/aditya-birla-sun-life-india-gennext-fund
Sundaram Rural and Consumption Fund https://www.sundarammutual.com/Fund/Sundaram-Rural-and-Consumption-Fund
Quant Consumption Fund https://www.fundzbazar.com/products/mutualfund/scheme/Quant-Consumption-Fund-Growth/6305

MANUFACTURING
Aditya Birla Sun Life Manufacturing Equity Fund https://mutualfund.adityabirlacapital.com/wealth-creation-solutions/aditya-birla-sun-life-manufacturing-equity-fund
ICICI Prudential Manufacture in India Fund https://www.icicipruamc.com/our-funds/equity-funds/manufacture-in-india-fund

BANKING
SBI Banking and Financial Services Fund https://www.sbimf.com/en-us/equity-mutual-fund/sbi-banking-and-financial-services-fund
Axis MF https://www.axismf.com/
BNP Paribas MF https://www.fundsindia.com/a/bnp-paribas-mutual-funds
Bharti Axa MF https://www.boiaxamf.com/
IDFC MF https://idfcmf.com/

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