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Caterpillar

(Ultra Short Term Fund - 30% | Short Term Fund - 30% | Bond Fund - 20% | Gilt Fund - 20%)
Investment Amount Edit Return (%)
Scheme Name Category Allocation % Invest 1 Year 3 Year 5 Year 10 Year
IDFC Dynamic Bond Fund -Regular Plan-GROWTH Debt: Dynamic Bond 20 20,000 11.67 7.48 7.98 8.92
Nippon India Gilt Securities Fund -Growth Plan - Growth Option Debt: Gilt 20 20,000 12.93 8.82 9.21 9.03
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 15 15,000 8.84 7.45 7.82 8.12
L&T Short Term Bond Fund - Regular Plan - Growth Debt: Short Duration 15 15,000 8.65 7.46 7.65 -
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Debt: Ultra Short Duration 15 15,000 7.56 7.64 8.08 8.56
Total 100 100,000

Tortoise

(Short Term Fund - 25% | Bond Fund - 25% | Gilt Fund - 25% | Largecap Fund - 15% | Multicap Fund - 10%)
Investment Amount Edit Return (%)
Scheme Name Category Allocation % Invest 1 Year 3 Year 5 Year 10 Year
IDFC Dynamic Bond Fund -Regular Plan-GROWTH Debt: Dynamic Bond 25 25,000 11.67 7.48 7.98 8.92
Nippon India Gilt Securities Fund -Growth Plan - Growth Option Debt: Gilt 25 25,000 12.93 8.82 9.21 9.03
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 10 10,000 8.84 7.45 7.82 8.12
L&T Short Term Bond Fund - Regular Plan - Growth Debt: Short Duration 15 15,000 8.65 7.46 7.65 -
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 15 15,000 -8.16 7.5 5.72 9.4
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 10 10,000 -22.21 -0.2 3.7 10.35
Total 100 100,000

Hare

(Bond Fund - 15% | Gilt Fund - 15% | Largecap Fund - 20% | Multicap Fund - 20% | Midcap Fund - 30%)
Investment Amount Edit Return (%)
Scheme Name Category Allocation % Invest 1 Year 3 Year 5 Year 10 Year
IDFC Dynamic Bond Fund -Regular Plan-GROWTH Debt: Dynamic Bond 15 15,000 11.67 7.48 7.98 8.92
Nippon India Gilt Securities Fund -Growth Plan - Growth Option Debt: Gilt 15 15,000 12.93 8.82 9.21 9.03
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 -8.16 7.5 5.72 9.4
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 -22.21 -0.2 3.7 10.35
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 -18.1 -3.4 3.93 11.0
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 -28.42 -7.12 0.42 10.11
Total 100 100,000

Deer

(Largecap Fund - 40% | Multicap Fund - 30% | Midcap Fund - 30%)
Investment Amount Edit Return (%)
Scheme Name Category Allocation % Invest 1 Year 3 Year 5 Year 10 Year
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 -8.16 7.5 5.72 9.4
HDFC Top 100 Fund - Growth Option Equity: Large Cap 20 20,000 -29.96 -4.7 0.13 6.47
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 -22.21 -0.2 3.7 10.35
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 -18.1 -3.4 3.93 11.0
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 -28.42 -7.12 0.42 10.11
Kotak Standard Multicap Fund - Growth Equity: Multi Cap 15 15,000 -22.5 -2.0 3.34 9.67
Total 100 100,000

Lion

(Largecap Fund - 20% | Multicap Fund - 30% | Midcap Fund - 40% | Smallcap Fund - 10%)
Investment Amount Edit Return (%)
Scheme Name Category Allocation % Invest 1 Year 3 Year 5 Year 10 Year
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 -8.16 7.5 5.72 9.4
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 -22.21 -0.2 3.7 10.35
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 10 10,000 -18.1 -3.4 3.93 11.0
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 -28.42 -7.12 0.42 10.11
Kotak Standard Multicap Fund - Growth Equity: Multi Cap 15 15,000 -22.5 -2.0 3.34 9.67
L&T Emerging Businesses Fund - Regular Plan - Growth Equity: Small Cap 20 20,000 -38.22 -10.72 0.57 -
Total 100 100,000

Cheetah

(Largecap Fund - 20% | Multicap Fund - 20% | Midcap Fund - 40% | Smallcap Fund - 10% | Sector Fund - 10%)
Investment Amount Edit Return (%)
Scheme Name Category Allocation % Invest 1 Year 3 Year 5 Year 10 Year
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 -8.16 7.5 5.72 9.4
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 -22.21 -0.2 3.7 10.35
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 20 20,000 -18.1 -3.4 3.93 11.0
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 -28.42 -7.12 0.42 10.11
Franklin Build India Fund Growth Plan Equity: Sectoral-Infrastructure 10 10,000 -33.44 -7.83 -1.27 8.96
L&T Emerging Businesses Fund - Regular Plan - Growth Equity: Small Cap 10 10,000 -38.22 -10.72 0.57 -
Total 100 100,000