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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 9.02 5.48 6.02 7.98
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 15 15,000 7.97 5.94 6.33 7.19
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Debt: Ultra Short Duration 15 15,000 7.7 6.42 6.09 7.21
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 9.02 5.48 6.02 7.98
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 10 10,000 7.97 5.94 6.33 7.19
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 15 15,000 21.27 6.21 12.71 11.59
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 10 10,000 20.67 9.68 14.74 13.13
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 9.02 5.48 6.02 7.98
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 21.27 6.21 12.71 11.59
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 20.67 9.68 14.74 13.13
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 29.18 14.94 20.27 15.61
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 37.78 18.95 22.47 15.98
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 24.87 13.4 16.11 13.64
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 21.27 6.21 12.71 11.59
HDFC Top 100 Fund - Growth Option - Regular Plan Equity: Large Cap 20 20,000 22.99 15.89 16.92 12.11
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 20.67 9.68 14.74 13.13
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 29.18 14.94 20.27 15.61
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 37.78 18.95 22.47 15.98
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 24.87 13.4 16.11 13.64
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 21.27 6.21 12.71 11.59
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 20.67 9.68 14.74 13.13
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 10 10,000 29.18 14.94 20.27 15.61
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 37.78 18.95 22.47 15.98
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 21.27 6.21 12.71 11.59
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 20.67 9.68 14.74 13.13
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 20 20,000 29.18 14.94 20.27 15.61
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 37.78 18.95 22.47 15.98
Franklin Build India Fund Growth Plan Equity: Sectoral-Infrastructure 10 10,000 40.07 26.83 26.8 17.85
Total 100 100,000