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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 5.19 3.23 6.89 8.47
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 15 15,000 6.28 4.5 6.75 7.36
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Debt: Ultra Short Duration 15 15,000 7.14 5.17 6.31 7.4
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 5.19 3.23 6.89 8.47
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 10 10,000 6.28 4.5 6.75 7.36
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 15 15,000 6.34 10.44 12.38 13.7
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 10 10,000 8.33 15.71 13.39 16.48
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 5.19 3.23 6.89 8.47
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 6.34 10.44 12.38 13.7
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 8.33 15.71 13.39 16.48
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 27.54 17.98 17.19 19.62
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 25.65 21.96 16.92 19.27
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 12.74 16.78 14.0 16.7
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 6.34 10.44 12.38 13.7
HDFC Top 100 Fund - Growth Option - Regular Plan Equity: Large Cap 20 20,000 17.59 22.56 14.85 14.92
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 8.33 15.71 13.39 16.48
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 27.54 17.98 17.19 19.62
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 25.65 21.96 16.92 19.27
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 12.74 16.78 14.0 16.7
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 6.34 10.44 12.38 13.7
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 8.33 15.71 13.39 16.48
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 10 10,000 27.54 17.98 17.19 19.62
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 25.65 21.96 16.92 19.27
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 6.34 10.44 12.38 13.7
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 8.33 15.71 13.39 16.48
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 20 20,000 27.54 17.98 17.19 19.62
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 25.65 21.96 16.92 19.27
Franklin Build India Fund Growth Plan Equity: Sectoral-Infrastructure 10 10,000 36.7 35.09 21.3 21.93
Total 100 100,000