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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
Franklin India Dynamic Accrual Fund-Growth Debt: Dynamic Bond 20 20,000 3.26 6.53 7.85 7.91
Nippon India Gilt Securities Fund -Growth Plan - Growth Option Debt: Gilt 20 20,000 15.27 9.28 9.23 9.11
Franklin India Short-Term Income Plan-Growth Debt: Short Duration 15 15,000 0.74 5.81 6.89 8.06
HDFC Short Term Debt Fund - Growth Option Debt: Short Duration 15 15,000 10.67 8.07 8.35 -
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Debt: Ultra Short Duration 15 15,000 8.27 7.77 8.24 8.57
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
Franklin India Dynamic Accrual Fund-Growth Debt: Dynamic Bond 25 25,000 3.26 6.53 7.85 7.91
Nippon India Gilt Securities Fund -Growth Plan - Growth Option Debt: Gilt 25 25,000 15.27 9.28 9.23 9.11
Franklin India Short-Term Income Plan-Growth Debt: Short Duration 15 15,000 0.74 5.81 6.89 8.06
HDFC Short Term Debt Fund - Growth Option Debt: Short Duration 10 10,000 10.67 8.07 8.35 -
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 15 15,000 21.61 17.72 10.6 12.92
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 10 10,000 11.66 11.29 10.22 14.82
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
Franklin India Dynamic Accrual Fund-Growth Debt: Dynamic Bond 15 15,000 3.26 6.53 7.85 7.91
Nippon India Gilt Securities Fund -Growth Plan - Growth Option Debt: Gilt 15 15,000 15.27 9.28 9.23 9.11
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 21.61 17.72 10.6 12.92
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 11.66 11.29 10.22 14.82
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 20.6 9.3 11.07 15.62
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 9.54 6.2 8.21 15.58
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
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 21.61 17.72 10.6 12.92
HDFC Top 100 Fund - Growth Option Equity: Large Cap 20 20,000 3.5 6.64 6.15 10.68
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 11.66 11.29 10.22 14.82
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 20.6 9.3 11.07 15.62
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 9.54 6.2 8.21 15.58
Kotak Standard Multicap Fund - Growth Equity: Multi Cap 15 15,000 14.52 10.37 9.92 14.11
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
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 21.61 17.72 10.6 12.92
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 11.66 11.29 10.22 14.82
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 10 10,000 20.6 9.3 11.07 15.62
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 9.54 6.2 8.21 15.58
Kotak Standard Multicap Fund - Growth Equity: Multi Cap 15 15,000 14.52 10.37 9.92 14.11
L&T Emerging Businesses Fund - Regular Plan - Growth Equity: Small Cap 20 20,000 -0.85 4.84 9.77 -
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 21.61 17.72 10.6 12.92
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 11.66 11.29 10.22 14.82
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 20 20,000 20.6 9.3 11.07 15.62
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 9.54 6.2 8.21 15.58
Franklin Build India Fund Growth Plan Equity: Sectoral-Infrastructure 10 10,000 5.66 4.46 6.8 13.9
L&T Emerging Businesses Fund - Regular Plan - Growth Equity: Small Cap 10 10,000 -0.85 4.84 9.77 -
Total 100 100,000