• mf@tradejini.com
  • +91-80-40204020

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 6.67 4.85 6.63 8.44
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 15 15,000 6.56 5.28 6.58 7.27
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Debt: Ultra Short Duration 15 15,000 7.39 5.83 6.17 7.29
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 6.67 4.85 6.63 8.44
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 10 10,000 6.56 5.28 6.58 7.27
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 15 15,000 26.24 11.12 13.48 13.06
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 10 10,000 23.04 13.54 13.85 14.97
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 6.67 4.85 6.63 8.44
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 26.24 11.12 13.48 13.06
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 23.04 13.54 13.85 14.97
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 47.62 17.35 19.36 17.87
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 49.82 21.96 20.04 18.15
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 36.69 17.95 16.0 16.33
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 26.24 11.12 13.48 13.06
HDFC Top 100 Fund - Growth Option - Regular Plan Equity: Large Cap 20 20,000 35.38 20.15 15.49 13.56
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 23.04 13.54 13.85 14.97
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 47.62 17.35 19.36 17.87
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 49.82 21.96 20.04 18.15
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 36.69 17.95 16.0 16.33
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 26.24 11.12 13.48 13.06
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 23.04 13.54 13.85 14.97
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 10 10,000 47.62 17.35 19.36 17.87
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 49.82 21.96 20.04 18.15
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 26.24 11.12 13.48 13.06
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 23.04 13.54 13.85 14.97
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 20 20,000 47.62 17.35 19.36 17.87
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 49.82 21.96 20.04 18.15
Franklin Build India Fund Growth Plan Equity: Sectoral-Infrastructure 10 10,000 78.11 34.98 24.72 21.71
Total 100 100,000