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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 0.67 5.03 6.32 8.38
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 15 15,000 2.75 5.98 6.48 7.48
L&T Short Term Bond Fund - Regular Plan - Growth Debt: Short Duration 15 15,000 1.79 5.26 6.04 7.28
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Debt: Ultra Short Duration 15 15,000 4.04 5.29 6.3 7.67
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 0.67 5.03 6.32 8.38
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 10 10,000 2.75 5.98 6.48 7.48
L&T Short Term Bond Fund - Regular Plan - Growth Debt: Short Duration 15 15,000 1.79 5.26 6.04 7.28
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 15 15,000 -7.66 11.61 12.76 14.19
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 10 10,000 -2.93 14.8 11.74 15.86
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 0.67 5.03 6.32 8.38
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 -7.66 11.61 12.76 14.19
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 -2.93 14.8 11.74 15.86
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 -5.2 17.5 10.88 16.89
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 -1.9 17.65 10.72 17.72
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 -1.54 13.53 10.69 15.5
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 -7.66 11.61 12.76 14.19
HDFC Top 100 Fund - Growth Option - Regular Plan Equity: Large Cap 20 20,000 1.32 13.68 10.59 12.59
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 -2.93 14.8 11.74 15.86
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 -5.2 17.5 10.88 16.89
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 -1.9 17.65 10.72 17.72
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 -1.54 13.53 10.69 15.5
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 -7.66 11.61 12.76 14.19
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 -2.93 14.8 11.74 15.86
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 10 10,000 -5.2 17.5 10.88 16.89
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 -1.9 17.65 10.72 17.72
L&T Emerging Businesses Fund - Regular Plan - Growth Equity: Small Cap 20 20,000 9.4 27.57 13.64 -
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 -7.66 11.61 12.76 14.19
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 -2.93 14.8 11.74 15.86
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 20 20,000 -5.2 17.5 10.88 16.89
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 -1.9 17.65 10.72 17.72
Franklin Build India Fund Growth Plan Equity: Sectoral-Infrastructure 10 10,000 4.53 18.56 12.07 18.33
L&T Emerging Businesses Fund - Regular Plan - Growth Equity: Small Cap 10 10,000 9.4 27.57 13.64 -
Total 100 100,000