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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
IDFC Dynamic Bond Fund -Regular Plan-GROWTH Debt: Dynamic Bond 20 20,000 11.93 10.04 9.2 9.52
Nippon India Gilt Securities Fund -Growth Plan - Growth Option Debt: Gilt 20 20,000 10.6 10.46 10.22 9.68
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 15 15,000 9.31 8.56 8.22 8.56
L&T Short Term Bond Fund - Regular Plan - Growth Debt: Short Duration 15 15,000 8.69 8.26 7.82 -
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Debt: Ultra Short Duration 15 15,000 6.6 7.59 7.82 8.6
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
IDFC Dynamic Bond Fund -Regular Plan-GROWTH Debt: Dynamic Bond 25 25,000 11.93 10.04 9.2 9.52
Nippon India Gilt Securities Fund -Growth Plan - Growth Option Debt: Gilt 25 25,000 10.6 10.46 10.22 9.68
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 10 10,000 9.31 8.56 8.22 8.56
L&T Short Term Bond Fund - Regular Plan - Growth Debt: Short Duration 15 15,000 8.69 8.26 7.82 -
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 15 15,000 18.28 14.27 16.59 13.28
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 10 10,000 15.6 8.21 16.1 14.64
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
IDFC Dynamic Bond Fund -Regular Plan-GROWTH Debt: Dynamic Bond 15 15,000 11.93 10.04 9.2 9.52
Nippon India Gilt Securities Fund -Growth Plan - Growth Option Debt: Gilt 15 15,000 10.6 10.46 10.22 9.68
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 18.28 14.27 16.59 13.28
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 15.6 8.21 16.1 14.64
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 18.25 7.47 15.92 15.16
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 15.46 4.32 13.03 15.69
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 18.28 14.27 16.59 13.28
HDFC Top 100 Fund - Growth Option Equity: Large Cap 20 20,000 9.4 3.97 13.12 10.0
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 15.6 8.21 16.1 14.64
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 18.25 7.47 15.92 15.16
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 15.46 4.32 13.03 15.69
Kotak Standard Multicap Fund - Growth Equity: Multi Cap 15 15,000 10.91 7.71 14.94 13.76
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 18.28 14.27 16.59 13.28
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 15.6 8.21 16.1 14.64
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 10 10,000 18.25 7.47 15.92 15.16
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 15.46 4.32 13.03 15.69
Kotak Standard Multicap Fund - Growth Equity: Multi Cap 15 15,000 10.91 7.71 14.94 13.76
L&T Emerging Businesses Fund - Regular Plan - Growth Equity: Small Cap 20 20,000 10.93 -2.5 13.14 -
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 18.28 14.27 16.59 13.28
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 15.6 8.21 16.1 14.64
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 20 20,000 18.25 7.47 15.92 15.16
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 15.46 4.32 13.03 15.69
Franklin Build India Fund Growth Plan Equity: Sectoral-Infrastructure 10 10,000 5.74 0.85 11.88 14.44
L&T Emerging Businesses Fund - Regular Plan - Growth Equity: Small Cap 10 10,000 10.93 -2.5 13.14 -
Total 100 100,000