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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 13.58 8.84 9.4 9.4
Nippon India Gilt Securities Fund -Growth Plan - Growth Option Debt: Gilt 20 20,000 12.53 9.37 10.48 9.58
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 15 15,000 11.47 8.39 8.45 8.48
L&T Short Term Bond Fund - Regular Plan - Growth Debt: Short Duration 15 15,000 11.24 8.36 8.25 -
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Debt: Ultra Short Duration 15 15,000 8.29 7.86 8.2 8.71
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 13.58 8.84 9.4 9.4
Nippon India Gilt Securities Fund -Growth Plan - Growth Option Debt: Gilt 25 25,000 12.53 9.37 10.48 9.58
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 10 10,000 11.47 8.39 8.45 8.48
L&T Short Term Bond Fund - Regular Plan - Growth Debt: Short Duration 15 15,000 11.24 8.36 8.25 -
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 15 15,000 -1.77 9.19 8.36 10.6
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 10 10,000 -7.41 3.88 7.82 12.36
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 13.58 8.84 9.4 9.4
Nippon India Gilt Securities Fund -Growth Plan - Growth Option Debt: Gilt 15 15,000 12.53 9.37 10.48 9.58
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 -1.77 9.19 8.36 10.6
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 -7.41 3.88 7.82 12.36
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 1.1 1.97 8.14 12.45
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 -9.8 -1.74 4.82 12.36
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 -1.77 9.19 8.36 10.6
HDFC Top 100 Fund - Growth Option Equity: Large Cap 20 20,000 -18.29 -0.23 4.01 8.02
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 -7.41 3.88 7.82 12.36
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 1.1 1.97 8.14 12.45
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 -9.8 -1.74 4.82 12.36
Kotak Standard Multicap Fund - Growth Equity: Multi Cap 15 15,000 -7.56 2.85 7.43 11.55
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 -1.77 9.19 8.36 10.6
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 -7.41 3.88 7.82 12.36
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 10 10,000 1.1 1.97 8.14 12.45
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 -9.8 -1.74 4.82 12.36
Kotak Standard Multicap Fund - Growth Equity: Multi Cap 15 15,000 -7.56 2.85 7.43 11.55
L&T Emerging Businesses Fund - Regular Plan - Growth Equity: Small Cap 20 20,000 -19.78 -7.86 5.67 -
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 -1.77 9.19 8.36 10.6
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 -7.41 3.88 7.82 12.36
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 20 20,000 1.1 1.97 8.14 12.45
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 -9.8 -1.74 4.82 12.36
Franklin Build India Fund Growth Plan Equity: Sectoral-Infrastructure 10 10,000 -21.01 -3.24 2.82 11.1
L&T Emerging Businesses Fund - Regular Plan - Growth Equity: Small Cap 10 10,000 -19.78 -7.86 5.67 -
Total 100 100,000