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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 12.95 7.68 8.28 9.06
Nippon India Gilt Securities Fund -Growth Plan - Growth Option Debt: Gilt 20 20,000 14.15 8.97 9.52 9.17
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 15 15,000 9.51 7.58 7.96 8.17
L&T Short Term Bond Fund - Regular Plan - Growth Debt: Short Duration 15 15,000 9.18 7.55 7.77 -
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Debt: Ultra Short Duration 15 15,000 7.78 7.65 8.14 8.56
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 12.95 7.68 8.28 9.06
Nippon India Gilt Securities Fund -Growth Plan - Growth Option Debt: Gilt 25 25,000 14.15 8.97 9.52 9.17
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 10 10,000 9.51 7.58 7.96 8.17
L&T Short Term Bond Fund - Regular Plan - Growth Debt: Short Duration 15 15,000 9.18 7.55 7.77 -
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 15 15,000 -5.81 8.39 6.52 9.64
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 10 10,000 -22.68 -0.09 4.16 10.46
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 12.95 7.68 8.28 9.06
Nippon India Gilt Securities Fund -Growth Plan - Growth Option Debt: Gilt 15 15,000 14.15 8.97 9.52 9.17
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 -5.81 8.39 6.52 9.64
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 -22.68 -0.09 4.16 10.46
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 -17.94 -2.37 4.94 11.33
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 -27.86 -6.38 1.13 10.4
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 -5.81 8.39 6.52 9.64
HDFC Top 100 Fund - Growth Option Equity: Large Cap 20 20,000 -31.06 -4.77 0.27 6.35
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 -22.68 -0.09 4.16 10.46
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 -17.94 -2.37 4.94 11.33
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 -27.86 -6.38 1.13 10.4
Kotak Standard Multicap Fund - Growth Equity: Multi Cap 15 15,000 -22.97 -1.78 3.69 9.62
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 -5.81 8.39 6.52 9.64
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 -22.68 -0.09 4.16 10.46
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 10 10,000 -17.94 -2.37 4.94 11.33
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 -27.86 -6.38 1.13 10.4
Kotak Standard Multicap Fund - Growth Equity: Multi Cap 15 15,000 -22.97 -1.78 3.69 9.62
L&T Emerging Businesses Fund - Regular Plan - Growth Equity: Small Cap 20 20,000 -39.45 -9.88 1.19 -
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 -5.81 8.39 6.52 9.64
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 -22.68 -0.09 4.16 10.46
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 20 20,000 -17.94 -2.37 4.94 11.33
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 -27.86 -6.38 1.13 10.4
Franklin Build India Fund Growth Plan Equity: Sectoral-Infrastructure 10 10,000 -35.33 -8.09 -1.05 8.81
L&T Emerging Businesses Fund - Regular Plan - Growth Equity: Small Cap 10 10,000 -39.45 -9.88 1.19 -
Total 100 100,000