Caterpillar
(Ultra Short Term Fund - 30% | Short Term Fund - 30% | Bond Fund - 20% | Gilt Fund - 20%)
Investment Amount
|
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 | 9.95 | 7.07 | 6.04 | 7.72 |
| Axis Short Duration Fund - Regular Plan - Growth Option | Debt: Short Duration | 15 | 15,000 | 8.66 | 6.71 | 6.47 | 7.2 |
| Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Debt: Ultra Short Duration | 15 | 15,000 | 7.85 | 6.9 | 6.24 | 7.17 |
| Total | 100 | 100,000 | |||||
Tortoise
(Short Term Fund - 25% | Bond Fund - 25% | Gilt Fund - 25% | Largecap Fund - 15% | Multicap Fund - 10%)
| Investment Amount
|
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 | 9.95 | 7.07 | 6.04 | 7.72 |
| Axis Short Duration Fund - Regular Plan - Growth Option | Debt: Short Duration | 10 | 10,000 | 8.66 | 6.71 | 6.47 | 7.2 |
| Axis Bluechip Fund - Regular Plan - Growth | Equity: Large Cap | 15 | 15,000 | 3.61 | 7.94 | 17.78 | 11.18 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 10 | 10,000 | 7.27 | 9.98 | 22.6 | 12.21 |
| Total | 100 | 100,000 | |||||
Hare
(Bond Fund - 15% | Gilt Fund - 15% | Largecap Fund - 20% | Multicap Fund - 20% | Midcap Fund - 30%)
| Investment Amount
|
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 | 9.95 | 7.07 | 6.04 | 7.72 |
| Axis Bluechip Fund - Regular Plan - Growth | Equity: Large Cap | 20 | 20,000 | 3.61 | 7.94 | 17.78 | 11.18 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 20 | 20,000 | 7.27 | 9.98 | 22.6 | 12.21 |
| DSP Midcap Fund - Regular Plan - Growth | Equity: Mid Cap | 15 | 15,000 | 9.52 | 14.46 | 24.44 | 13.52 |
| Franklin India Prima Fund-Growth | Equity: Mid Cap | 15 | 15,000 | 12.66 | 20.33 | 29.94 | 14.05 |
| Total | 100 | 100,000 | |||||
Deer
(Largecap Fund - 40% | Multicap Fund - 30% | Midcap Fund - 30%)
| Investment Amount
|
Return (%) | ||||||
|---|---|---|---|---|---|---|---|
| Scheme Name | Category | Allocation % | Invest | 1 Year | 3 Year | 5 Year | 10 Year |
| Kotak Flexicap Fund - Growth | Equity: Flexi Cap | 15 | 15,000 | 5.71 | 13.51 | 24.07 | 12.77 |
| Axis Bluechip Fund - Regular Plan - Growth | Equity: Large Cap | 20 | 20,000 | 3.61 | 7.94 | 17.78 | 11.18 |
| HDFC Large Cap Fund - Growth Option - Regular Plan | Equity: Large Cap | 20 | 20,000 | 3.5 | 14.9 | 26.32 | 11.94 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 15 | 15,000 | 7.27 | 9.98 | 22.6 | 12.21 |
| DSP Midcap Fund - Regular Plan - Growth | Equity: Mid Cap | 15 | 15,000 | 9.52 | 14.46 | 24.44 | 13.52 |
| Franklin India Prima Fund-Growth | Equity: Mid Cap | 15 | 15,000 | 12.66 | 20.33 | 29.94 | 14.05 |
| Total | 100 | 100,000 | |||||
Lion
(Largecap Fund - 20% | Multicap Fund - 30% | Midcap Fund - 40% | Smallcap Fund - 10%)
| Investment Amount
|
Return (%) | ||||||
|---|---|---|---|---|---|---|---|
| Scheme Name | Category | Allocation % | Invest | 1 Year | 3 Year | 5 Year | 10 Year |
| Kotak Flexicap Fund - Growth | Equity: Flexi Cap | 15 | 15,000 | 5.71 | 13.51 | 24.07 | 12.77 |
| Axis Bluechip Fund - Regular Plan - Growth | Equity: Large Cap | 20 | 20,000 | 3.61 | 7.94 | 17.78 | 11.18 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 15 | 15,000 | 7.27 | 9.98 | 22.6 | 12.21 |
| DSP Midcap Fund - Regular Plan - Growth | Equity: Mid Cap | 10 | 10,000 | 9.52 | 14.46 | 24.44 | 13.52 |
| Franklin India Prima Fund-Growth | Equity: Mid Cap | 20 | 20,000 | 12.66 | 20.33 | 29.94 | 14.05 |
| Total | 100 | 100,000 | |||||
Cheetah
(Largecap Fund - 20% | Multicap Fund - 20% | Midcap Fund - 40% | Smallcap Fund - 10% | Sector Fund - 10%)
| Investment Amount
|
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 | 3.61 | 7.94 | 17.78 | 11.18 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 20 | 20,000 | 7.27 | 9.98 | 22.6 | 12.21 |
| DSP Midcap Fund - Regular Plan - Growth | Equity: Mid Cap | 20 | 20,000 | 9.52 | 14.46 | 24.44 | 13.52 |
| Franklin India Prima Fund-Growth | Equity: Mid Cap | 20 | 20,000 | 12.66 | 20.33 | 29.94 | 14.05 |
| Franklin Build India Fund Growth Plan | Equity: Sectoral-Infrastructure | 10 | 10,000 | 4.26 | 26.45 | 36.79 | 15.75 |
| Total | 100 | 100,000 | |||||
