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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
Nippon India Gilt Securities Fund -Growth Plan - Growth Option Debt: Gilt 20 20,000 1.78 5.39 6.74 8.37
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 15 15,000 3.51 5.76 6.56 7.45
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Debt: Ultra Short Duration 15 15,000 4.54 5.2 6.29 7.63
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 1.78 5.39 6.74 8.37
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 10 10,000 3.51 5.76 6.56 7.45
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 15 15,000 -2.29 12.4 12.79 14.0
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 10 10,000 5.85 15.6 12.05 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 1.78 5.39 6.74 8.37
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 -2.29 12.4 12.79 14.0
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 5.85 15.6 12.05 16.1
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 -1.87 16.5 9.75 16.07
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 4.34 18.19 10.09 17.29
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 8.89 15.16 11.44 15.69
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 -2.29 12.4 12.79 14.0
HDFC Top 100 Fund - Growth Option - Regular Plan Equity: Large Cap 20 20,000 13.85 16.29 11.23 13.1
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 5.85 15.6 12.05 16.1
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 -1.87 16.5 9.75 16.07
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 4.34 18.19 10.09 17.29
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 8.89 15.16 11.44 15.69
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 -2.29 12.4 12.79 14.0
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 5.85 15.6 12.05 16.1
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 10 10,000 -1.87 16.5 9.75 16.07
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 4.34 18.19 10.09 17.29
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 -2.29 12.4 12.79 14.0
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 5.85 15.6 12.05 16.1
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 20 20,000 -1.87 16.5 9.75 16.07
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 4.34 18.19 10.09 17.29
Franklin Build India Fund Growth Plan Equity: Sectoral-Infrastructure 10 10,000 14.29 21.56 11.62 18.83
Total 100 100,000