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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 4.38 10.38 8.2 9.47
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 15 15,000 5.29 8.5 7.53 8.25
L&T Short Term Bond Fund - Regular Plan - Growth Debt: Short Duration 15 15,000 4.94 8.09 7.23 -
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Debt: Ultra Short Duration 15 15,000 4.49 7.01 7.1 8.3
Franklin India Ultra Short Bond Fund - Super Institutional - Growth Debt: Ultra Short Duration 15 15,000 9.07 7.82 8.0 8.98
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 4.38 10.38 8.2 9.47
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 10 10,000 5.29 8.5 7.53 8.25
L&T Short Term Bond Fund - Regular Plan - Growth Debt: Short Duration 15 15,000 4.94 8.09 7.23 -
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 15 15,000 51.15 19.4 18.01 16.66
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 10 10,000 50.87 16.93 16.64 17.9
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 4.38 10.38 8.2 9.47
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 51.15 19.4 18.01 16.66
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 50.87 16.93 16.64 17.9
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 48.76 19.42 16.05 18.61
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 62.32 16.72 14.39 19.57
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 50.27 15.82 14.96 17.26
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 51.15 19.4 18.01 16.66
HDFC Top 100 Fund - Growth Option - Regular Plan Equity: Large Cap 20 20,000 55.74 12.63 13.07 13.5
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 50.87 16.93 16.64 17.9
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 48.76 19.42 16.05 18.61
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 62.32 16.72 14.39 19.57
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 50.27 15.82 14.96 17.26
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 51.15 19.4 18.01 16.66
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 50.87 16.93 16.64 17.9
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 10 10,000 48.76 19.42 16.05 18.61
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 62.32 16.72 14.39 19.57
L&T Emerging Businesses Fund - Regular Plan - Growth Equity: Small Cap 20 20,000 87.16 16.76 18.93 -
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 51.15 19.4 18.01 16.66
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 50.87 16.93 16.64 17.9
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 20 20,000 48.76 19.42 16.05 18.61
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 62.32 16.72 14.39 19.57
Franklin Build India Fund Growth Plan Equity: Sectoral-Infrastructure 10 10,000 85.72 16.16 14.19 19.34
L&T Emerging Businesses Fund - Regular Plan - Growth Equity: Small Cap 10 10,000 87.16 16.76 18.93 -
Total 100 100,000