• 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 1.76 8.33 6.98 9.09
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 15 15,000 3.87 7.63 6.96 8.02
L&T Short Term Bond Fund - Regular Plan - Growth Debt: Short Duration 15 15,000 3.5 7.15 6.7 7.87
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Debt: Ultra Short Duration 15 15,000 4.15 6.33 6.73 8.08
Franklin India Ultra Short Bond Fund - Super Institutional - Growth Debt: Ultra Short Duration 15 15,000 12.26 8.41 8.45 9.2
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 1.76 8.33 6.98 9.09
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 10 10,000 3.87 7.63 6.96 8.02
L&T Short Term Bond Fund - Regular Plan - Growth Debt: Short Duration 15 15,000 3.5 7.15 6.7 7.87
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 15 15,000 17.21 18.94 18.24 16.18
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 10 10,000 22.65 18.06 15.98 17.57
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 1.76 8.33 6.98 9.09
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 17.21 18.94 18.24 16.18
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 22.65 18.06 15.98 17.57
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 24.34 20.88 14.81 19.17
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 25.51 17.1 13.34 19.34
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 22.3 17.01 14.48 17.12
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 17.21 18.94 18.24 16.18
HDFC Top 100 Fund - Growth Option - Regular Plan Equity: Large Cap 20 20,000 25.93 14.45 13.03 13.56
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 22.65 18.06 15.98 17.57
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 24.34 20.88 14.81 19.17
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 25.51 17.1 13.34 19.34
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 22.3 17.01 14.48 17.12
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 17.21 18.94 18.24 16.18
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 22.65 18.06 15.98 17.57
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 10 10,000 24.34 20.88 14.81 19.17
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 25.51 17.1 13.34 19.34
L&T Emerging Businesses Fund - Regular Plan - Growth Equity: Small Cap 20 20,000 70.62 24.58 19.4 -
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 17.21 18.94 18.24 16.18
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 22.65 18.06 15.98 17.57
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 20 20,000 24.34 20.88 14.81 19.17
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 25.51 17.1 13.34 19.34
Franklin Build India Fund Growth Plan Equity: Sectoral-Infrastructure 10 10,000 43.63 19.48 14.79 19.77
L&T Emerging Businesses Fund - Regular Plan - Growth Equity: Small Cap 10 10,000 70.62 24.58 19.4 -
Total 100 100,000