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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
Nippon India Gilt Securities Fund -Growth Plan - Growth Option Debt: Gilt 20 20,000 8.36 5.94 6.16 7.49
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 15 15,000 7.89 6.17 6.38 7.12
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Debt: Ultra Short Duration 15 15,000 7.77 6.59 6.12 7.18
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
Nippon India Gilt Securities Fund -Growth Plan - Growth Option Debt: Gilt 25 25,000 8.36 5.94 6.16 7.49
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 10 10,000 7.89 6.17 6.38 7.12
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 15 15,000 9.38 5.62 11.71 11.15
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 10 10,000 9.16 8.34 13.71 12.63
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
Nippon India Gilt Securities Fund -Growth Plan - Growth Option Debt: Gilt 15 15,000 8.36 5.94 6.16 7.49
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 9.38 5.62 11.71 11.15
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 9.16 8.34 13.71 12.63
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 15.7 13.45 18.48 14.45
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 22.27 18.35 21.2 14.83
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
Kotak Flexicap Fund - Growth Equity: Flexi Cap 15 15,000 12.63 11.82 15.14 12.91
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 9.38 5.62 11.71 11.15
HDFC Large Cap Fund - Growth Option - Regular Plan Equity: Large Cap 20 20,000 7.42 14.23 16.29 11.8
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 9.16 8.34 13.71 12.63
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 15.7 13.45 18.48 14.45
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 22.27 18.35 21.2 14.83
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
Kotak Flexicap Fund - Growth Equity: Flexi Cap 15 15,000 12.63 11.82 15.14 12.91
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 9.38 5.62 11.71 11.15
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 9.16 8.34 13.71 12.63
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 10 10,000 15.7 13.45 18.48 14.45
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 22.27 18.35 21.2 14.83
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 9.38 5.62 11.71 11.15
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 9.16 8.34 13.71 12.63
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 20 20,000 15.7 13.45 18.48 14.45
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 22.27 18.35 21.2 14.83
Franklin Build India Fund Growth Plan Equity: Sectoral-Infrastructure 10 10,000 18.48 24.86 25.27 16.58
Total 100 100,000