• mf@tradejini.com
  • +91-80-40204020

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 8.81 6.09 6.16 7.46
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 15 15,000 7.98 6.22 6.38 7.12
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Debt: Ultra Short Duration 15 15,000 7.75 6.62 6.13 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 8.81 6.09 6.16 7.46
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 10 10,000 7.98 6.22 6.38 7.12
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 15 15,000 8.77 6.39 11.61 10.74
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 10 10,000 8.92 9.23 13.69 12.24
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 8.81 6.09 6.16 7.46
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 8.77 6.39 11.61 10.74
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 8.92 9.23 13.69 12.24
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 14.33 14.12 17.89 14.19
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 20.83 19.58 20.81 14.57
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 11.7 12.74 15.04 12.56
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 8.77 6.39 11.61 10.74
HDFC Large Cap Fund - Growth Option - Regular Plan Equity: Large Cap 20 20,000 7.14 15.01 16.41 11.4
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 8.92 9.23 13.69 12.24
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 14.33 14.12 17.89 14.19
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 20.83 19.58 20.81 14.57
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 11.7 12.74 15.04 12.56
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 8.77 6.39 11.61 10.74
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 8.92 9.23 13.69 12.24
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 10 10,000 14.33 14.12 17.89 14.19
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 20.83 19.58 20.81 14.57
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 8.77 6.39 11.61 10.74
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 8.92 9.23 13.69 12.24
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 20 20,000 14.33 14.12 17.89 14.19
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 20.83 19.58 20.81 14.57
Franklin Build India Fund Growth Plan Equity: Sectoral-Infrastructure 10 10,000 16.23 25.37 25.29 16.19
Total 100 100,000