No Golden Edge:
Adding gold to portfolio did not make much difference to performance Returns Scheme
Launch Date
Axis Triple Advantage
Asset Allocation Dec-11 Since Launch+
Equity Debt & Cash#
Gold
6 Months
1 Year
23 Aug-10
2.01%
9.69%
31%
39%
30%
Canara Robeco InDiGo*
09 Jul-10
2.40%
14.90%
0%
70%
30%
Fidelity India Children’s Plan-Marriage
07 Feb-11
5.60%
4.90%
69%
12%
19%
ICICI Prudential Advisor Aggressive
18 Dec-03**
4.51%
9.90%
50%
26%
24%
ICICI Prudential Advisor Cautious
18 Dec-03**
3.57%
8.62%
14%
71%
16%
ICICI Prudential Advisor Moderate
18 Dec-03**
5.23%
8.59%
39%
41%
20%
ICICI Prudential Advisor Very Aggressive
18 Dec-03**
3.79%
6.89%
58%
14%
28%
IDFC Asset Allocation FoF–Aggressive
11 Feb-10
3.60%
8.60%
47%
40%
12%
IDFC Asset Allocation FoF–Conservative
11 Feb-10
4.90%
8.50%
13%
80%
6%
ING Optimix Financial Planning Fund–Aggressive
09 May-11
6.75%
-1.4%
67%
29%
5%
ING Optimix Financial Planning Fund–Conservative
09 May-11
4.09%
6.48%
19%
69%
12%
ING Optimix Financial Planning Fund–Prudent
09 May-11
4.87%
3.19%
38%
52%
10%
Kotak Multi Asset Allocation
21 Jan-11
3.62%
11%
83%
6%
Peerless MF Child
05 Apr-11
4.30%
10%
70%
20%
Religare MIP Plus
01 Jun-10
3.38%
17%
73%
10%
Sundaram Equity Plus–Growth
24 May-11
3.34%
65%
4%
31%
Taurus MIP Advantage
06 Aug-10
5.60%
10.99%
10%
80%
10%
17 Dec-08
5.30%
11.30%
69%
7%
24%
UTI Wealth Builder Fund–Series II*
8.38% 11.77% 9.35% 3.58%
*Benchmark not available, Includes money-market instruments, **Asset allocation to gold started from 14 April 2010. For schemes that are less than a year old #
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