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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 8.19 7.81 8.83 8.2
Nippon India Gilt Securities Fund -Growth Plan - Growth Option Debt: Gilt 20 20,000 14.15 6.91 9.55 8.88
Franklin India Short-Term Income Plan-Growth Debt: Short Duration 15 15,000 6.81 7.53 8.06 8.54
HDFC Short Term Debt Fund - Growth Option Debt: Short Duration 15 15,000 10.41 7.72 8.3 -
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Debt: Ultra Short Duration 15 15,000 8.84 7.64 8.31 8.52
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 8.19 7.81 8.83 8.2
Nippon India Gilt Securities Fund -Growth Plan - Growth Option Debt: Gilt 25 25,000 14.15 6.91 9.55 8.88
Franklin India Short-Term Income Plan-Growth Debt: Short Duration 15 15,000 6.81 7.53 8.06 8.54
HDFC Short Term Debt Fund - Growth Option Debt: Short Duration 10 10,000 10.41 7.72 8.3 -
Axis Bluechip Fund - Growth Equity: Large Cap 15 15,000 18.0 19.7 9.86 -
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 10 10,000 11.79 15.72 11.22 14.56
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 8.19 7.81 8.83 8.2
Nippon India Gilt Securities Fund -Growth Plan - Growth Option Debt: Gilt 15 15,000 14.15 6.91 9.55 8.88
Axis Bluechip Fund - Growth Equity: Large Cap 20 20,000 18.0 19.7 9.86 -
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 11.79 15.72 11.22 14.56
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 9.18 10.37 10.09 14.82
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 5.43 9.36 9.01 14.89
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 - Growth Equity: Large Cap 20 20,000 18.0 19.7 9.86 -
HDFC Top 100 Fund - Growth Option Equity: Large Cap 20 20,000 8.12 12.35 6.88 10.77
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 11.79 15.72 11.22 14.56
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 9.18 10.37 10.09 14.82
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 5.43 9.36 9.01 14.89
Kotak Standard Multicap Fund - Growth Equity: Multi Cap 15 15,000 12.54 14.2 10.46 13.3
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 - Growth Equity: Large Cap 20 20,000 18.0 19.7 9.86 -
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 11.79 15.72 11.22 14.56
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 10 10,000 9.18 10.37 10.09 14.82
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 5.43 9.36 9.01 14.89
Kotak Standard Multicap Fund - Growth Equity: Multi Cap 15 15,000 12.54 14.2 10.46 13.3
L&T Emerging Businesses Fund - Regular Plan - Growth Equity: Small Cap 20 20,000 -7.36 9.09 10.24 -
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 - Growth Equity: Large Cap 20 20,000 18.0 19.7 9.86 -
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 11.79 15.72 11.22 14.56
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 20 20,000 9.18 10.37 10.09 14.82
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 5.43 9.36 9.01 14.89
Franklin Build India Fund Growth Plan Equity: Sectoral-Infrastructure 10 10,000 9.11 10.72 8.65 14.3
L&T Emerging Businesses Fund - Regular Plan - Growth Equity: Small Cap 10 10,000 -7.36 9.09 10.24 -
Total 100 100,000