• 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 0.37 5.3 6.02 8.44
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 15 15,000 2.85 6.5 6.56 7.66
L&T Short Term Bond Fund - Regular Plan - Growth Debt: Short Duration 15 15,000 1.91 5.75 6.17 7.45
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Debt: Ultra Short Duration 15 15,000 3.87 5.63 6.43 7.79
Franklin India Ultra Short Bond Fund - Super Institutional - Growth Debt: Ultra Short Duration 15 15,000 14.18 8.92 8.81 9.29
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 0.37 5.3 6.02 8.44
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 10 10,000 2.85 6.5 6.56 7.66
L&T Short Term Bond Fund - Regular Plan - Growth Debt: Short Duration 15 15,000 1.91 5.75 6.17 7.45
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 15 15,000 -6.25 9.16 11.97 14.07
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 10 10,000 -0.13 10.71 10.97 16.1
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 0.37 5.3 6.02 8.44
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 -6.25 9.16 11.97 14.07
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 -0.13 10.71 10.97 16.1
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 -9.03 12.56 9.0 16.88
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 -6.95 10.49 7.95 17.21
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 -2.89 8.89 9.23 15.28
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 -6.25 9.16 11.97 14.07
HDFC Top 100 Fund - Growth Option - Regular Plan Equity: Large Cap 20 20,000 4.05 7.87 9.28 12.51
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 -0.13 10.71 10.97 16.1
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 -9.03 12.56 9.0 16.88
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 -6.95 10.49 7.95 17.21
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 -2.89 8.89 9.23 15.28
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 -6.25 9.16 11.97 14.07
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 -0.13 10.71 10.97 16.1
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 10 10,000 -9.03 12.56 9.0 16.88
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 -6.95 10.49 7.95 17.21
L&T Emerging Businesses Fund - Regular Plan - Growth Equity: Small Cap 20 20,000 8.68 19.86 11.68 -
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 -6.25 9.16 11.97 14.07
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 -0.13 10.71 10.97 16.1
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 20 20,000 -9.03 12.56 9.0 16.88
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 -6.95 10.49 7.95 17.21
Franklin Build India Fund Growth Plan Equity: Sectoral-Infrastructure 10 10,000 3.1 10.51 9.49 17.92
L&T Emerging Businesses Fund - Regular Plan - Growth Equity: Small Cap 10 10,000 8.68 19.86 11.68 -
Total 100 100,000