• 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 3.74 4.25 7.09 8.14
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 15 15,000 4.32 5.51 6.65 7.38
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Debt: Ultra Short Duration 15 15,000 5.41 5.3 6.32 7.58
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 3.74 4.25 7.09 8.14
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 10 10,000 4.32 5.51 6.65 7.38
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 15 15,000 -7.44 16.82 10.91 13.08
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 10 10,000 -0.98 25.44 11.33 15.9
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 3.74 4.25 7.09 8.14
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 -7.44 16.82 10.91 13.08
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 -0.98 25.44 11.33 15.9
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 -4.54 22.78 8.55 16.89
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 3.55 28.77 9.01 17.07
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 2.01 25.21 10.75 15.84
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 -7.44 16.82 10.91 13.08
HDFC Top 100 Fund - Growth Option - Regular Plan Equity: Large Cap 20 20,000 6.18 28.81 11.42 13.35
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 -0.98 25.44 11.33 15.9
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 -4.54 22.78 8.55 16.89
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 3.55 28.77 9.01 17.07
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 2.01 25.21 10.75 15.84
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 -7.44 16.82 10.91 13.08
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 -0.98 25.44 11.33 15.9
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 10 10,000 -4.54 22.78 8.55 16.89
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 3.55 28.77 9.01 17.07
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 -7.44 16.82 10.91 13.08
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 -0.98 25.44 11.33 15.9
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 20 20,000 -4.54 22.78 8.55 16.89
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 3.55 28.77 9.01 17.07
Franklin Build India Fund Growth Plan Equity: Sectoral-Infrastructure 10 10,000 12.55 36.68 12.29 18.65
Total 100 100,000