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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
Franklin India Dynamic Accrual Fund-Growth Debt: Dynamic Bond 20 20,000 1.78 6.07 7.64 7.72
Nippon India Gilt Securities Fund -Growth Plan - Growth Option Debt: Gilt 20 20,000 12.61 7.43 8.88 8.8
Franklin India Short-Term Income Plan-Growth Debt: Short Duration 15 15,000 -0.44 5.46 6.7 7.93
HDFC Short Term Debt Fund - Growth Option Debt: Short Duration 15 15,000 9.55 7.65 8.17 -
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Debt: Ultra Short Duration 15 15,000 8.28 7.64 8.26 8.54
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
Franklin India Dynamic Accrual Fund-Growth Debt: Dynamic Bond 25 25,000 1.78 6.07 7.64 7.72
Nippon India Gilt Securities Fund -Growth Plan - Growth Option Debt: Gilt 25 25,000 12.61 7.43 8.88 8.8
Franklin India Short-Term Income Plan-Growth Debt: Short Duration 15 15,000 -0.44 5.46 6.7 7.93
HDFC Short Term Debt Fund - Growth Option Debt: Short Duration 10 10,000 9.55 7.65 8.17 -
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 15 15,000 21.91 19.96 10.64 12.41
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 10 10,000 14.72 15.06 11.55 14.23
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
Franklin India Dynamic Accrual Fund-Growth Debt: Dynamic Bond 15 15,000 1.78 6.07 7.64 7.72
Nippon India Gilt Securities Fund -Growth Plan - Growth Option Debt: Gilt 15 15,000 12.61 7.43 8.88 8.8
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 21.91 19.96 10.64 12.41
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 14.72 15.06 11.55 14.23
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 16.37 11.09 10.69 14.57
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 8.48 9.67 8.85 14.53
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 21.91 19.96 10.64 12.41
HDFC Top 100 Fund - Growth Option Equity: Large Cap 20 20,000 7.69 11.1 7.43 10.7
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 14.72 15.06 11.55 14.23
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 16.37 11.09 10.69 14.57
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 8.48 9.67 8.85 14.53
Kotak Standard Multicap Fund - Growth Equity: Multi Cap 15 15,000 15.3 13.93 10.76 13.43
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 21.91 19.96 10.64 12.41
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 14.72 15.06 11.55 14.23
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 10 10,000 16.37 11.09 10.69 14.57
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 8.48 9.67 8.85 14.53
Kotak Standard Multicap Fund - Growth Equity: Multi Cap 15 15,000 15.3 13.93 10.76 13.43
L&T Emerging Businesses Fund - Regular Plan - Growth Equity: Small Cap 20 20,000 -0.59 9.7 11.06 -
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 21.91 19.96 10.64 12.41
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 14.72 15.06 11.55 14.23
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 20 20,000 16.37 11.09 10.69 14.57
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 8.48 9.67 8.85 14.53
Franklin Build India Fund Growth Plan Equity: Sectoral-Infrastructure 10 10,000 7.39 9.79 8.31 13.61
L&T Emerging Businesses Fund - Regular Plan - Growth Equity: Small Cap 10 10,000 -0.59 9.7 11.06 -
Total 100 100,000