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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 6.51 3.85 7.57 8.53
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 15 15,000 6.52 4.85 6.94 7.47
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Debt: Ultra Short Duration 15 15,000 7.0 5.15 6.39 7.48
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 6.51 3.85 7.57 8.53
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 10 10,000 6.52 4.85 6.94 7.47
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 15 15,000 5.31 14.58 11.45 13.9
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 10 10,000 11.33 19.04 12.62 17.13
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 6.51 3.85 7.57 8.53
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 5.31 14.58 11.45 13.9
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 11.33 19.04 12.62 17.13
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 17.51 19.02 14.49 20.74
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 17.64 25.27 14.27 19.59
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 14.36 20.69 12.99 17.07
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 5.31 14.58 11.45 13.9
HDFC Top 100 Fund - Growth Option - Regular Plan Equity: Large Cap 20 20,000 19.28 25.9 13.26 15.24
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 11.33 19.04 12.62 17.13
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 17.51 19.02 14.49 20.74
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 17.64 25.27 14.27 19.59
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 14.36 20.69 12.99 17.07
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 5.31 14.58 11.45 13.9
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 11.33 19.04 12.62 17.13
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 10 10,000 17.51 19.02 14.49 20.74
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 17.64 25.27 14.27 19.59
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 5.31 14.58 11.45 13.9
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 11.33 19.04 12.62 17.13
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 20 20,000 17.51 19.02 14.49 20.74
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 17.64 25.27 14.27 19.59
Franklin Build India Fund Growth Plan Equity: Sectoral-Infrastructure 10 10,000 29.61 38.33 18.09 21.51
Total 100 100,000