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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 6.64 4.54 6.85 8.59
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 15 15,000 6.76 5.23 6.62 7.33
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Debt: Ultra Short Duration 15 15,000 7.48 5.73 6.21 7.34
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 6.64 4.54 6.85 8.59
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 10 10,000 6.76 5.23 6.62 7.33
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 15 15,000 30.33 13.45 14.33 14.18
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 10 10,000 25.04 15.36 13.89 15.91
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 6.64 4.54 6.85 8.59
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 30.33 13.45 14.33 14.18
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 25.04 15.36 13.89 15.91
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 43.82 17.22 17.33 18.32
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 50.67 22.78 18.44 18.8
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 35.79 18.58 15.68 17.04
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 30.33 13.45 14.33 14.18
HDFC Top 100 Fund - Growth Option - Regular Plan Equity: Large Cap 20 20,000 37.58 23.52 15.8 14.89
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 25.04 15.36 13.89 15.91
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 43.82 17.22 17.33 18.32
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 50.67 22.78 18.44 18.8
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 35.79 18.58 15.68 17.04
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 30.33 13.45 14.33 14.18
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 25.04 15.36 13.89 15.91
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 10 10,000 43.82 17.22 17.33 18.32
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 50.67 22.78 18.44 18.8
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 30.33 13.45 14.33 14.18
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 25.04 15.36 13.89 15.91
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 20 20,000 43.82 17.22 17.33 18.32
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 50.67 22.78 18.44 18.8
Franklin Build India Fund Growth Plan Equity: Sectoral-Infrastructure 10 10,000 73.35 37.92 24.06 22.61
Total 100 100,000