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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 0.15 6.28 6.51 8.68
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 15 15,000 2.67 6.57 6.68 7.74
L&T Short Term Bond Fund - Regular Plan - Growth Debt: Short Duration 15 15,000 1.67 5.83 6.28 7.53
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Debt: Ultra Short Duration 15 15,000 3.75 5.7 6.49 7.84
Franklin India Ultra Short Bond Fund - Super Institutional - Growth Debt: Ultra Short Duration 15 15,000 15.48 9.03 8.9 9.35
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 0.15 6.28 6.51 8.68
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 10 10,000 2.67 6.57 6.68 7.74
L&T Short Term Bond Fund - Regular Plan - Growth Debt: Short Duration 15 15,000 1.67 5.83 6.28 7.53
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 15 15,000 0.1 11.09 12.95 15.21
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 10 10,000 7.0 11.74 11.64 17.0
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 0.15 6.28 6.51 8.68
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 0.1 11.09 12.95 15.21
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 7.0 11.74 11.64 17.0
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 -2.7 13.39 9.31 17.35
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 -1.41 10.7 8.09 17.77
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 3.43 9.71 9.99 16.53
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 0.1 11.09 12.95 15.21
HDFC Top 100 Fund - Growth Option - Regular Plan Equity: Large Cap 20 20,000 8.68 8.68 9.55 13.57
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 7.0 11.74 11.64 17.0
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 -2.7 13.39 9.31 17.35
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 -1.41 10.7 8.09 17.77
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 3.43 9.71 9.99 16.53
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 0.1 11.09 12.95 15.21
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 7.0 11.74 11.64 17.0
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 10 10,000 -2.7 13.39 9.31 17.35
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 -1.41 10.7 8.09 17.77
L&T Emerging Businesses Fund - Regular Plan - Growth Equity: Small Cap 20 20,000 16.32 18.77 12.3 -
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 0.1 11.09 12.95 15.21
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 7.0 11.74 11.64 17.0
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 20 20,000 -2.7 13.39 9.31 17.35
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 -1.41 10.7 8.09 17.77
Franklin Build India Fund Growth Plan Equity: Sectoral-Infrastructure 10 10,000 8.76 10.27 9.72 18.86
L&T Emerging Businesses Fund - Regular Plan - Growth Equity: Small Cap 10 10,000 16.32 18.77 12.3 -
Total 100 100,000