Group 4 .XLSX - Sheet2

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EQUITY FUND 1 (BASED ON MARKET CAPITALIZATION)

Name Age Risk Profile Preference of Stocks PROPORTION FUND NAME FUND 2 FOR EQUITY FUND 3 FOR EQUITY
FUND NAME
Bharat Iyer 20-25 Moderate Prefers diversification of the stocks 70% DEBT & 30% EQUITY ICICI Prudential Long Term Bond Fund Tata Retirement Savings Progressive Plan HDFC Index Sensex Fund ICICI Prudential FMCG Fund
Prerna Prakash 26-35 Balanced Prefers diversification of the stocks 50% DEBT & 50% EQUITY BHARAT Bond FOF DSP Midcap Fund Canara Robeco Bluechip Equity Fund 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 Axis Bluechip Fund Canara Robeco Bluechip Equity Fund 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 Tata Retirement Savings Progressive Plan HDFC Index Sensex Fund SBI Banking & Financial Services Fund
Swamy B 26-35 Balanced Prefers diversification of the stocks 50% DEBT & 50% EQUITY BHARAT Bond FOF Axis Bluechip Fund Canara Robeco Bluechip Equity Fund ICICI Prudential FMCG Fund
Vijay Mudaliar 45-65 Balanced Prefers stock carrying low risk 50% DEBT & 50% EQUITY BHARAT Bond FOF DSP Midcap Fund HDFC Index Sensex Fund SBI Banking & Financial Services Fund
Balasubramanian 45-65 Balanced Prefers stock carrying low risk 50% DEBT & 50% EQUITY BHARAT Bond FOF DSP Midcap Fund HDFC Index Sensex Fund 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 DSP Midcap Fund Canara Robeco Bluechip Equity Fund Nippon India Pharma
Anjali Gupta 20-25 Balanced Prefers diversification of the stocks 50% DEBT & 50% EQUITY BHARAT Bond FOF Tata Retirement Savings Progressive Plan HDFC Index Sensex Fund ICICI Prudential FMCG Fund
Divya Asari 20-25 Moderate Prefers stock carrying low risk 70% DEBT & 30% EQUITY ICICI Prudential Long Term Bond Fund DSP Midcap Fund Canara Robeco Bluechip Equity Fund ICICI Prudential FMCG Fund
Ratna Mudaliar 26-35 Moderate Prefers diversification of the stocks 70% DEBT & 30% EQUITY ICICI Prudential Long Term Bond Fund Tata Retirement Savings Progressive Plan HDFC Index Sensex Fund Nippon India Pharma
Pragati Jadhav 26-35 Moderate Prefers stock carrying extremely high risk 70% DEBT & 30% EQUITY ICICI Prudential Long Term Bond Fund SBI Small Cap Fund HDFC Index Sensex Fund Nippon India Pharma
Vishal Upadhayay 36-45 Balanced Prefers diversification of the stocks 50% DEBT & 50% EQUITY BHARAT Bond FOF Tata Retirement Savings Progressive Plan Canara Robeco Bluechip Equity Fund SBI Banking & Financial Services Fund
Rohit Pawar 20-25 Conservative Prefers diversification of the stocks 100% DEBT ICICI Prudential Long Term Bond Fund - - -
Hetal rathod 20-25 Moderate Prefers stock carrying low risk 70% DEBT & 30% EQUITY ICICI Prudential Long Term Bond Fund Axis Bluechip Fund Canara Robeco Bluechip Equity Fund SBI Banking & Financial Services Fund
Anil Solanki 36-45 Balanced Prefers diversification of the stocks 50% DEBT & 50% EQUITY BHARAT Bond FOF Tata Retirement Savings Progressive Plan HDFC Index Sensex Fund Tata Retirement Savings Progressive Plan
Vatsal Chandra 36-45 Balanced Prefers diversification of the stocks 50% DEBT & 50% EQUITY BHARAT Bond FOF Axis Bluechip Fund Canara Robeco Bluechip Equity Fund Tata Retirement Savings Progressive Plan
Sanjay Gemavat 36-45 Balanced Prefers stock carrying high risk 50% DEBT & 50% EQUITY BHARAT Bond FOF DSP Midcap Fund Canara Robeco Bluechip Equity Fund 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 Axis Bluechip Fund HDFC Index Sensex Fund Nippon India Pharma
Ranjeet Gemavat 26-35 Moderate Prefers stock carrying high risk 70% DEBT & 30% EQUITY ICICI Prudential Long Term Bond Fund SBI Small Cap Fund Canara Robeco Bluechip Equity Fund 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 DSP Midcap Fund HDFC Index Sensex Fund ICICI Prudential FMCG Fund
Sakina 20-25 Balanced Prefers diversification of the stocks 50% DEBT & 50% EQUITY BHARAT Bond FOF DSP Midcap Fund Canara Robeco Bluechip Equity Fund Tata Retirement Savings Progressive Plan
Ashish Patil 20-25 Balanced Prefers stock carrying low risk 50% DEBT & 50% EQUITY BHARAT Bond FOF DSP Midcap Fund Canara Robeco Bluechip Equity Fund Tata Retirement Savings Progressive Plan
Murugan Bala 20-25 Balanced Prefers diversification of the stocks 50% DEBT & 50% EQUITY BHARAT Bond FOF DSP Midcap Fund HDFC Index Sensex Fund 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 SBI Small Cap Fund Canara Robeco Bluechip Equity Fund SBI Banking & Financial Services Fund
Alistair Fernandes 45-65 Balanced Prefers stock carrying high risk 50% DEBT & 50% EQUITY BHARAT Bond FOF Axis Bluechip Fund HDFC Index Sensex Fund 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 DSP Midcap Fund Canara Robeco Bluechip Equity Fund Aviva Life - Pension Unitised With Profit Fund
Rishab Mishra 26-35 Balanced Prefers stock carrying high risk 50% DEBT & 50% EQUITY BHARAT Bond FOF Axis Bluechip Fund HDFC Index Sensex Fund ICICI Prudential FMCG Fund
Vinay Ghosalkar 20-25 Balanced Prefers stock carrying low risk 50% DEBT & 50% EQUITY BHARAT Bond FOF DSP Midcap Fund Canara Robeco Bluechip Equity Fund 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 Tata Retirement Savings Progressive Plan Canara Robeco Bluechip Equity Fund Tata Retirement Savings Progressive Plan
Varun 20-25 Growth Prefers diversification of the stocks 30% DEBT & 70% EQUITY Nippon India Nivesh Lakshya Fund DSP Midcap Fund HDFC Index Sensex Fund Tata Retirement Savings Progressive Plan
Arpit Bohra 20-25 Conservative Prefers stock carrying low risk 100% DEBT ICICI Prudential Long Term Bond Fund - - -
Dinesh Nadar 20-25 Moderate Prefers stock carrying low risk 70% DEBT & 30% EQUITY ICICI Prudential Long Term Bond Fund DSP Midcap Fund HDFC Index Sensex Fund Nippon India Pharma
Ganesh Rao 36-45 Moderate Prefers diversification of the stocks 70% DEBT & 30% EQUITY ICICI Prudential Long Term Bond Fund Tata Retirement Savings Progressive Plan Canara Robeco Bluechip Equity Fund Tata Retirement Savings Progressive Plan
Neel Chavan 20-25 Balanced Prefers diversification of the stocks 50% DEBT & 50% EQUITY BHARAT Bond FOF Axis Bluechip Fund HDFC Index Sensex Fund ICICI Prudential FMCG Fund
Rahul Jain 20-25 Balanced Prefers stock carrying high risk 50% DEBT & 50% EQUITY BHARAT Bond FOF DSP Midcap Fund Canara Robeco Bluechip Equity Fund 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 DSP Midcap Fund Canara Robeco Bluechip Equity Fund Nippon India Pharma
Rachel Sharma 45-65 Balanced Prefers stock carrying high risk 50% DEBT & 50% EQUITY BHARAT Bond FOF DSP Midcap Fund HDFC Index Sensex Fund Axis Bluechip Fund
Surbhi Sharma 20-25 Moderate Prefers stock carrying low risk 70% DEBT & 30% EQUITY ICICI Prudential Long Term Bond Fund Axis Bluechip Fund HDFC Index Sensex Fund 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 Tata Retirement Savings Progressive Plan Canara Robeco Bluechip Equity Fund Tata Retirement Savings Progressive Plan
Suresh Kothari 45-65 Balanced Prefers diversification of the stocks 50% DEBT & 50% EQUITY BHARAT Bond FOF Axis Bluechip Fund HDFC Index Sensex Fund Tata Retirement Savings Progressive Plan
Nikhil Bhora 20-25 Balanced Prefers stock carrying high risk 50% DEBT & 50% EQUITY BHARAT Bond FOF Axis Bluechip Fund Canara Robeco Bluechip Equity Fund 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 DSP Midcap Fund HDFC Index Sensex Fund SBI Banking & Financial Services Fund
Mohit Jain 36-45 Balanced Prefers diversification of the stocks 50% DEBT & 50% EQUITY BHARAT Bond FOF Tata Retirement Savings Progressive Plan HDFC Index Sensex Fund Aditya Birla Sun Life Digital India Fund
Aishwarya Bala 36-45 Moderate Prefers diversification of the stocks 70% DEBT & 30% EQUITY ICICI Prudential Long Term Bond Fund Axis Bluechip Fund Canara Robeco Bluechip Equity Fund ICICI Prudential FMCG Fund
Sourabh Sharda 46-65 Moderate Prefers diversification of the stocks 70% DEBT & 30% EQUITY ICICI Prudential Long Term Bond Fund Tata Retirement Savings Progressive Plan Canara Robeco Bluechip Equity Fund Tata Retirement Savings Progressive Plan
Ankita Sharma 26-35 Moderate Prefers stock carrying low risk 70% DEBT & 30% EQUITY ICICI Prudential Long Term Bond Fund SBI Small Cap Fund HDFC Index Sensex Fund Nippon India Pharma
Aishwarya Iyer 36-45 Balanced Prefers stock carrying high risk 50% DEBT & 50% EQUITY BHARAT Bond FOF DSP Midcap Fund HDFC Index Sensex Fund Aditya Birla Sun Life Digital India Fund
Aman Singh 36-45 Balanced Prefers stock carrying high risk 50% DEBT & 50% EQUITY BHARAT Bond FOF SBI Small Cap Fund Canara Robeco Bluechip Equity Fund Nippon India Pharma
Rahul K 36-45 Balanced Prefers stock carrying high risk 50% DEBT & 50% EQUITY BHARAT Bond FOF Axis Bluechip Fund HDFC Index Sensex Fund SBI Banking & Financial Services Fund
Rajendra Rathod 46-65 Growth Prefers stock carrying high risk 30% DEBT & 70% EQUITY Nippon India Nivesh Lakshya Fund Tata Retirement Savings Progressive Plan Canara Robeco Bluechip Equity Fund UTI Transportation & Logistics Fund-Reg(G)
Swati Jain 36-45 Balanced Prefers stock carrying high risk 50% DEBT & 50% EQUITY BHARAT Bond FOF Tata Retirement Savings Progressive Plan Canara Robeco Bluechip Equity Fund Tata Retirement Savings Progressive Plan
Vikram singh 26-35 Balanced Prefers stock carrying extremely high risk 50% DEBT & 50% EQUITY BHARAT Bond FOF DSP Midcap Fund HDFC Index Sensex Fund SBI Banking & Financial Services Fund
Vishal Jain 46-65 Growth Prefers stock carrying low risk 30% DEBT & 70% EQUITY Nippon India Nivesh Lakshya Fund Tata Retirement Savings Progressive Plan Canara Robeco Bluechip Equity Fund 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 Tata Retirement Savings Progressive Plan HDFC Index Sensex Fund 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 Tata Retirement Savings Progressive Plan Canara Robeco Bluechip Equity Fund Tata Retirement Savings Progressive Plan
Preeti agarwal 46-65 Balanced Prefers diversification of the stocks 50% DEBT & 50% EQUITY BHARAT Bond FOF DSP Midcap Fund HDFC Index Sensex Fund Axis Bluechip Fund
Vijay Rathi 36-45 Balanced Prefers stock carrying high risk 50% DEBT & 50% EQUITY BHARAT Bond FOF SBI Small Cap Fund Canara Robeco Bluechip Equity Fund 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 SBI Small Cap Fund Canara Robeco Bluechip Equity Fund SBI Banking & Financial Services Fund
Aayush Jain 46-65 Balanced Prefers stock carrying high risk 50% DEBT & 50% EQUITY BHARAT Bond FOF Axis Bluechip Fund HDFC Index Sensex Fund Nippon India Pharma
Laxmi Bafna 36-45 Growth Prefers diversification of the stocks 30% DEBT & 70% EQUITY Nippon India Nivesh Lakshya Fund Tata Retirement Savings Progressive Plan HDFC Index Sensex Fund Invesco India Infrastructure Fund
Lalita Jain 46-65 Moderate Prefers diversification of the stocks 70% DEBT & 30% EQUITY ICICI Prudential Long Term Bond Fund Tata Retirement Savings Progressive Plan Canara Robeco Bluechip Equity Fund Aditya Birla Sun Life Digital India Fund
Ajay kapadia 36-45 Balanced Prefers stock carrying high risk 50% DEBT & 50% EQUITY BHARAT Bond FOF SBI Small Cap Fund Canara Robeco Bluechip Equity Fund ICICI Prudential FMCG Fund
Rekha Jain 46-65 Balanced Prefers stock carrying high risk 50% DEBT & 50% EQUITY BHARAT Bond FOF DSP Midcap Fund HDFC Index Sensex Fund Aditya Birla Sun Life Digital India Fund
Deepak Kapadia 36-45 Balanced Prefers stock carrying high risk 50% DEBT & 50% EQUITY BHARAT Bond FOF DSP Midcap Fund Canara Robeco Bluechip Equity Fund 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 Tata Retirement Savings Progressive Plan HDFC Index Sensex Fund Aviva Life - Pension Unitised With Profit Fund
Kunal Pandey 46-65 Balanced Prefers stock carrying high risk 50% DEBT & 50% EQUITY BHARAT Bond FOF DSP Midcap Fund Canara Robeco Bluechip Equity Fund 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 Tata Retirement Savings Progressive Plan HDFC Index Sensex Fund 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 Axis Bluechip Fund Canara Robeco Bluechip Equity Fund ICICI Prudential FMCG Fund
Shradha Sharma 46-65 Balanced Prefers stock carrying high risk 50% DEBT & 50% EQUITY BHARAT Bond FOF DSP Midcap Fund Canara Robeco Bluechip Equity Fund 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 DSP Midcap Fund HDFC Index Sensex Fund Invesco India Infrastructure Fund
Aarti Gupta 36-45 Balanced Prefers diversification of the stocks 50% DEBT & 50% EQUITY BHARAT Bond FOF Axis Bluechip Fund Canara Robeco Bluechip Equity Fund Invesco India Infrastructure Fund

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