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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 7.09 6.0 5.65 7.39
Axis Short Duration Fund - Regular Plan - Growth Option Debt: Short Duration 15 15,000 7.82 6.31 6.25 7.13
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Debt: Ultra Short Duration 15 15,000 7.76 6.71 6.11 7.17
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 7.09 6.0 5.65 7.39
Axis Short Duration Fund - Regular Plan - Growth Option Debt: Short Duration 10 10,000 7.82 6.31 6.25 7.13
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 15 15,000 6.01 7.76 10.67 10.73
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 10 10,000 6.21 9.76 13.31 11.87
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 7.09 6.0 5.65 7.39
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 6.01 7.76 10.67 10.73
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 6.21 9.76 13.31 11.87
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 6.27 13.94 15.39 13.22
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 10.78 19.69 19.29 13.61
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 6.96 13.19 14.16 12.15
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 6.01 7.76 10.67 10.73
HDFC Large Cap Fund - Growth Option - Regular Plan Equity: Large Cap 20 20,000 4.03 15.37 16.59 11.42
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 6.21 9.76 13.31 11.87
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 6.27 13.94 15.39 13.22
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 10.78 19.69 19.29 13.61
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 6.96 13.19 14.16 12.15
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 6.01 7.76 10.67 10.73
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 6.21 9.76 13.31 11.87
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 10 10,000 6.27 13.94 15.39 13.22
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 10.78 19.69 19.29 13.61
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 6.01 7.76 10.67 10.73
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 6.21 9.76 13.31 11.87
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 20 20,000 6.27 13.94 15.39 13.22
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 10.78 19.69 19.29 13.61
Franklin Build India Fund Growth Plan Equity: Sectoral-Infrastructure 10 10,000 2.91 25.29 24.51 15.42
Total 100 100,000