Caterpillar
(Ultra Short Term Fund - 30% | Short Term Fund - 30% | Bond Fund - 20% | Gilt Fund - 20%)
Investment Amount
|
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 | 4.38 | 10.38 | 8.2 | 9.47 |
| Axis Short Term Fund - Regular Plan - Growth Option | Debt: Short Duration | 15 | 15,000 | 5.29 | 8.5 | 7.53 | 8.25 |
| L&T Short Term Bond Fund - Regular Plan - Growth | Debt: Short Duration | 15 | 15,000 | 4.94 | 8.09 | 7.23 | - |
| Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Debt: Ultra Short Duration | 15 | 15,000 | 4.49 | 7.01 | 7.1 | 8.3 |
| Franklin India Ultra Short Bond Fund - Super Institutional - Growth | Debt: Ultra Short Duration | 15 | 15,000 | 9.07 | 7.82 | 8.0 | 8.98 |
| Total | 100 | 100,000 | |||||
Tortoise
(Short Term Fund - 25% | Bond Fund - 25% | Gilt Fund - 25% | Largecap Fund - 15% | Multicap Fund - 10%)
| Investment Amount
|
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 | 4.38 | 10.38 | 8.2 | 9.47 |
| Axis Short Term Fund - Regular Plan - Growth Option | Debt: Short Duration | 10 | 10,000 | 5.29 | 8.5 | 7.53 | 8.25 |
| L&T Short Term Bond Fund - Regular Plan - Growth | Debt: Short Duration | 15 | 15,000 | 4.94 | 8.09 | 7.23 | - |
| Axis Bluechip Fund - Regular Plan - Growth | Equity: Large Cap | 15 | 15,000 | 51.15 | 19.4 | 18.01 | 16.66 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 10 | 10,000 | 50.87 | 16.93 | 16.64 | 17.9 |
| Total | 100 | 100,000 | |||||
Hare
(Bond Fund - 15% | Gilt Fund - 15% | Largecap Fund - 20% | Multicap Fund - 20% | Midcap Fund - 30%)
| Investment Amount
|
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 | 4.38 | 10.38 | 8.2 | 9.47 |
| Axis Bluechip Fund - Regular Plan - Growth | Equity: Large Cap | 20 | 20,000 | 51.15 | 19.4 | 18.01 | 16.66 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 20 | 20,000 | 50.87 | 16.93 | 16.64 | 17.9 |
| DSP Midcap Fund - Regular Plan - Growth | Equity: Mid Cap | 15 | 15,000 | 48.76 | 19.42 | 16.05 | 18.61 |
| Franklin India Prima Fund-Growth | Equity: Mid Cap | 15 | 15,000 | 62.32 | 16.72 | 14.39 | 19.57 |
| Total | 100 | 100,000 | |||||
Deer
(Largecap Fund - 40% | Multicap Fund - 30% | Midcap Fund - 30%)
| Investment Amount
|
Return (%) | ||||||
|---|---|---|---|---|---|---|---|
| Scheme Name | Category | Allocation % | Invest | 1 Year | 3 Year | 5 Year | 10 Year |
| Kotak Flexicap Fund - Growth | Equity: Flexi Cap | 15 | 15,000 | 50.27 | 15.82 | 14.96 | 17.26 |
| Axis Bluechip Fund - Regular Plan - Growth | Equity: Large Cap | 20 | 20,000 | 51.15 | 19.4 | 18.01 | 16.66 |
| HDFC Top 100 Fund - Growth Option - Regular Plan | Equity: Large Cap | 20 | 20,000 | 55.74 | 12.63 | 13.07 | 13.5 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 15 | 15,000 | 50.87 | 16.93 | 16.64 | 17.9 |
| DSP Midcap Fund - Regular Plan - Growth | Equity: Mid Cap | 15 | 15,000 | 48.76 | 19.42 | 16.05 | 18.61 |
| Franklin India Prima Fund-Growth | Equity: Mid Cap | 15 | 15,000 | 62.32 | 16.72 | 14.39 | 19.57 |
| Total | 100 | 100,000 | |||||
Lion
(Largecap Fund - 20% | Multicap Fund - 30% | Midcap Fund - 40% | Smallcap Fund - 10%)
| Investment Amount
|
Return (%) | ||||||
|---|---|---|---|---|---|---|---|
| Scheme Name | Category | Allocation % | Invest | 1 Year | 3 Year | 5 Year | 10 Year |
| Kotak Flexicap Fund - Growth | Equity: Flexi Cap | 15 | 15,000 | 50.27 | 15.82 | 14.96 | 17.26 |
| Axis Bluechip Fund - Regular Plan - Growth | Equity: Large Cap | 20 | 20,000 | 51.15 | 19.4 | 18.01 | 16.66 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 15 | 15,000 | 50.87 | 16.93 | 16.64 | 17.9 |
| DSP Midcap Fund - Regular Plan - Growth | Equity: Mid Cap | 10 | 10,000 | 48.76 | 19.42 | 16.05 | 18.61 |
| Franklin India Prima Fund-Growth | Equity: Mid Cap | 20 | 20,000 | 62.32 | 16.72 | 14.39 | 19.57 |
| L&T Emerging Businesses Fund - Regular Plan - Growth | Equity: Small Cap | 20 | 20,000 | 87.16 | 16.76 | 18.93 | - |
| Total | 100 | 100,000 | |||||
Cheetah
(Largecap Fund - 20% | Multicap Fund - 20% | Midcap Fund - 40% | Smallcap Fund - 10% | Sector Fund - 10%)
| Investment Amount
|
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 | 51.15 | 19.4 | 18.01 | 16.66 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 20 | 20,000 | 50.87 | 16.93 | 16.64 | 17.9 |
| DSP Midcap Fund - Regular Plan - Growth | Equity: Mid Cap | 20 | 20,000 | 48.76 | 19.42 | 16.05 | 18.61 |
| Franklin India Prima Fund-Growth | Equity: Mid Cap | 20 | 20,000 | 62.32 | 16.72 | 14.39 | 19.57 |
| Franklin Build India Fund Growth Plan | Equity: Sectoral-Infrastructure | 10 | 10,000 | 85.72 | 16.16 | 14.19 | 19.34 |
| L&T Emerging Businesses Fund - Regular Plan - Growth | Equity: Small Cap | 10 | 10,000 | 87.16 | 16.76 | 18.93 | - |
| Total | 100 | 100,000 | |||||
