Caterpillar
(Ultra Short Term Fund - 30% | Short Term Fund - 30% | Bond Fund - 20% | Gilt Fund - 20%)
Investment Amount
|
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 | 9.63 | 5.57 | 6.07 | 7.91 |
| Axis Short Term Fund - Regular Plan - Growth Option | Debt: Short Duration | 15 | 15,000 | 8.26 | 6.01 | 6.31 | 7.18 |
| Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Debt: Ultra Short Duration | 15 | 15,000 | 7.75 | 6.45 | 6.08 | 7.19 |
| Total | 100 | 100,000 | |||||
Tortoise
(Short Term Fund - 25% | Bond Fund - 25% | Gilt Fund - 25% | Largecap Fund - 15% | Multicap Fund - 10%)
| Investment Amount
|
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 | 9.63 | 5.57 | 6.07 | 7.91 |
| Axis Short Term Fund - Regular Plan - Growth Option | Debt: Short Duration | 10 | 10,000 | 8.26 | 6.01 | 6.31 | 7.18 |
| Axis Bluechip Fund - Regular Plan - Growth | Equity: Large Cap | 15 | 15,000 | 22.79 | 8.8 | 13.19 | 11.53 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 10 | 10,000 | 22.06 | 12.32 | 15.06 | 13.24 |
| Total | 100 | 100,000 | |||||
Hare
(Bond Fund - 15% | Gilt Fund - 15% | Largecap Fund - 20% | Multicap Fund - 20% | Midcap Fund - 30%)
| Investment Amount
|
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 | 9.63 | 5.57 | 6.07 | 7.91 |
| Axis Bluechip Fund - Regular Plan - Growth | Equity: Large Cap | 20 | 20,000 | 22.79 | 8.8 | 13.19 | 11.53 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 20 | 20,000 | 22.06 | 12.32 | 15.06 | 13.24 |
| DSP Midcap Fund - Regular Plan - Growth | Equity: Mid Cap | 15 | 15,000 | 30.71 | 18.14 | 20.89 | 15.65 |
| Franklin India Prima Fund-Growth | Equity: Mid Cap | 15 | 15,000 | 40.65 | 22.71 | 23.11 | 16.26 |
| Total | 100 | 100,000 | |||||
Deer
(Largecap Fund - 40% | Multicap Fund - 30% | Midcap Fund - 30%)
| Investment Amount
|
Return (%) | ||||||
|---|---|---|---|---|---|---|---|
| Scheme Name | Category | Allocation % | Invest | 1 Year | 3 Year | 5 Year | 10 Year |
| Kotak Flexicap Fund - Growth | Equity: Flexi Cap | 15 | 15,000 | 28.9 | 16.76 | 16.77 | 13.8 |
| Axis Bluechip Fund - Regular Plan - Growth | Equity: Large Cap | 20 | 20,000 | 22.79 | 8.8 | 13.19 | 11.53 |
| HDFC Top 100 Fund - Growth Option - Regular Plan | Equity: Large Cap | 20 | 20,000 | 24.03 | 18.68 | 17.35 | 12.11 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 15 | 15,000 | 22.06 | 12.32 | 15.06 | 13.24 |
| DSP Midcap Fund - Regular Plan - Growth | Equity: Mid Cap | 15 | 15,000 | 30.71 | 18.14 | 20.89 | 15.65 |
| Franklin India Prima Fund-Growth | Equity: Mid Cap | 15 | 15,000 | 40.65 | 22.71 | 23.11 | 16.26 |
| Total | 100 | 100,000 | |||||
Lion
(Largecap Fund - 20% | Multicap Fund - 30% | Midcap Fund - 40% | Smallcap Fund - 10%)
| Investment Amount
|
Return (%) | ||||||
|---|---|---|---|---|---|---|---|
| Scheme Name | Category | Allocation % | Invest | 1 Year | 3 Year | 5 Year | 10 Year |
| Kotak Flexicap Fund - Growth | Equity: Flexi Cap | 15 | 15,000 | 28.9 | 16.76 | 16.77 | 13.8 |
| Axis Bluechip Fund - Regular Plan - Growth | Equity: Large Cap | 20 | 20,000 | 22.79 | 8.8 | 13.19 | 11.53 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 15 | 15,000 | 22.06 | 12.32 | 15.06 | 13.24 |
| DSP Midcap Fund - Regular Plan - Growth | Equity: Mid Cap | 10 | 10,000 | 30.71 | 18.14 | 20.89 | 15.65 |
| Franklin India Prima Fund-Growth | Equity: Mid Cap | 20 | 20,000 | 40.65 | 22.71 | 23.11 | 16.26 |
| Total | 100 | 100,000 | |||||
Cheetah
(Largecap Fund - 20% | Multicap Fund - 20% | Midcap Fund - 40% | Smallcap Fund - 10% | Sector Fund - 10%)
| Investment Amount
|
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 | 22.79 | 8.8 | 13.19 | 11.53 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 20 | 20,000 | 22.06 | 12.32 | 15.06 | 13.24 |
| DSP Midcap Fund - Regular Plan - Growth | Equity: Mid Cap | 20 | 20,000 | 30.71 | 18.14 | 20.89 | 15.65 |
| Franklin India Prima Fund-Growth | Equity: Mid Cap | 20 | 20,000 | 40.65 | 22.71 | 23.11 | 16.26 |
| Franklin Build India Fund Growth Plan | Equity: Sectoral-Infrastructure | 10 | 10,000 | 43.9 | 30.92 | 27.46 | 18.05 |
| Total | 100 | 100,000 | |||||
