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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 8.56 6.0 6.13 7.48
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 15 15,000 7.95 6.21 6.38 7.12
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Debt: Ultra Short Duration 15 15,000 7.76 6.62 6.13 7.18
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 8.56 6.0 6.13 7.48
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 10 10,000 7.95 6.21 6.38 7.12
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 15 15,000 10.63 6.5 11.88 10.98
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 10 10,000 10.75 9.35 13.94 12.45
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 8.56 6.0 6.13 7.48
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 10.63 6.5 11.88 10.98
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 10.75 9.35 13.94 12.45
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 16.47 14.11 18.33 14.37
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 23.61 19.75 21.4 14.8
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 13.55 12.85 15.36 12.8
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 10.63 6.5 11.88 10.98
HDFC Large Cap Fund - Growth Option - Regular Plan Equity: Large Cap 20 20,000 8.89 15.15 16.66 11.67
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 10.75 9.35 13.94 12.45
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 16.47 14.11 18.33 14.37
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 23.61 19.75 21.4 14.8
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 13.55 12.85 15.36 12.8
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 10.63 6.5 11.88 10.98
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 10.75 9.35 13.94 12.45
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 10 10,000 16.47 14.11 18.33 14.37
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 23.61 19.75 21.4 14.8
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 10.63 6.5 11.88 10.98
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 10.75 9.35 13.94 12.45
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 20 20,000 16.47 14.11 18.33 14.37
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 23.61 19.75 21.4 14.8
Franklin Build India Fund Growth Plan Equity: Sectoral-Infrastructure 10 10,000 18.88 25.59 25.9 16.48
Total 100 100,000