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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
IDFC Dynamic Bond Fund -Regular Plan-GROWTH Debt: Dynamic Bond 20 20,000 11.48 8.44 8.71 9.32
Nippon India Gilt Securities Fund -Growth Plan - Growth Option Debt: Gilt 20 20,000 10.49 8.93 9.73 9.5
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 15 15,000 10.23 8.18 8.22 8.55
L&T Short Term Bond Fund - Regular Plan - Growth Debt: Short Duration 15 15,000 9.61 7.97 7.9 -
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Debt: Ultra Short Duration 15 15,000 7.57 7.71 8.04 8.7
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
IDFC Dynamic Bond Fund -Regular Plan-GROWTH Debt: Dynamic Bond 25 25,000 11.48 8.44 8.71 9.32
Nippon India Gilt Securities Fund -Growth Plan - Growth Option Debt: Gilt 25 25,000 10.49 8.93 9.73 9.5
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 10 10,000 10.23 8.18 8.22 8.55
L&T Short Term Bond Fund - Regular Plan - Growth Debt: Short Duration 15 15,000 9.61 7.97 7.9 -
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 15 15,000 -2.11 8.8 10.5 9.82
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 10 10,000 0.35 5.16 10.18 11.75
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
IDFC Dynamic Bond Fund -Regular Plan-GROWTH Debt: Dynamic Bond 15 15,000 11.48 8.44 8.71 9.32
Nippon India Gilt Securities Fund -Growth Plan - Growth Option Debt: Gilt 15 15,000 10.49 8.93 9.73 9.5
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 -2.11 8.8 10.5 9.82
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 0.35 5.16 10.18 11.75
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 13.02 5.46 11.8 12.34
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 -2.36 0.2 7.17 11.72
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 -2.11 8.8 10.5 9.82
HDFC Top 100 Fund - Growth Option Equity: Large Cap 20 20,000 -11.75 -0.04 5.74 6.56
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 0.35 5.16 10.18 11.75
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 13.02 5.46 11.8 12.34
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 -2.36 0.2 7.17 11.72
Kotak Standard Multicap Fund - Growth Equity: Multi Cap 15 15,000 -2.89 3.52 8.93 10.59
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
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 -2.11 8.8 10.5 9.82
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 0.35 5.16 10.18 11.75
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 10 10,000 13.02 5.46 11.8 12.34
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 -2.36 0.2 7.17 11.72
Kotak Standard Multicap Fund - Growth Equity: Multi Cap 15 15,000 -2.89 3.52 8.93 10.59
L&T Emerging Businesses Fund - Regular Plan - Growth Equity: Small Cap 20 20,000 -2.99 -3.74 8.71 -
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 -2.11 8.8 10.5 9.82
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 0.35 5.16 10.18 11.75
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 20 20,000 13.02 5.46 11.8 12.34
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 -2.36 0.2 7.17 11.72
Franklin Build India Fund Growth Plan Equity: Sectoral-Infrastructure 10 10,000 -18.65 -4.59 3.42 9.44
L&T Emerging Businesses Fund - Regular Plan - Growth Equity: Small Cap 10 10,000 -2.99 -3.74 8.71 -
Total 100 100,000