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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 6.65 4.66 6.85 8.52
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 15 15,000 6.71 5.26 6.62 7.32
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Debt: Ultra Short Duration 15 15,000 7.48 5.76 6.22 7.34
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 6.65 4.66 6.85 8.52
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 10 10,000 6.71 5.26 6.62 7.32
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 15 15,000 27.92 11.8 13.53 13.89
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 10 10,000 23.25 14.0 13.23 15.68
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 6.65 4.66 6.85 8.52
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 27.92 11.8 13.53 13.89
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 23.25 14.0 13.23 15.68
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 40.75 16.38 17.07 18.21
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 47.43 21.62 18.04 18.67
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 32.9 17.1 15.01 16.8
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 27.92 11.8 13.53 13.89
HDFC Top 100 Fund - Growth Option - Regular Plan Equity: Large Cap 20 20,000 35.69 21.38 15.17 14.61
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 23.25 14.0 13.23 15.68
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 40.75 16.38 17.07 18.21
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 47.43 21.62 18.04 18.67
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 32.9 17.1 15.01 16.8
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 27.92 11.8 13.53 13.89
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 23.25 14.0 13.23 15.68
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 10 10,000 40.75 16.38 17.07 18.21
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 47.43 21.62 18.04 18.67
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 27.92 11.8 13.53 13.89
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 23.25 14.0 13.23 15.68
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 20 20,000 40.75 16.38 17.07 18.21
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 47.43 21.62 18.04 18.67
Franklin Build India Fund Growth Plan Equity: Sectoral-Infrastructure 10 10,000 72.17 36.43 23.54 22.57
Total 100 100,000