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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 B - Growth Debt: Dynamic Bond 20 20,000 7.79 9.27 8.5 9.16
Nippon India Gilt Securities Fund -Growth Plan - Growth Option Debt: Gilt 20 20,000 6.65 9.44 9.2 9.41
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 15 15,000 8.77 8.19 7.82 8.41
L&T Short Term Bond Fund - Regular Plan - Growth Debt: Short Duration 15 15,000 7.52 7.81 7.5 -
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Debt: Ultra Short Duration 15 15,000 6.53 7.29 7.53 8.5
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 B - Growth Debt: Dynamic Bond 25 25,000 7.79 9.27 8.5 9.16
Nippon India Gilt Securities Fund -Growth Plan - Growth Option Debt: Gilt 25 25,000 6.65 9.44 9.2 9.41
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 10 10,000 8.77 8.19 7.82 8.41
L&T Short Term Bond Fund - Regular Plan - Growth Debt: Short Duration 15 15,000 7.52 7.81 7.5 -
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 15 15,000 45.44 14.11 15.63 13.23
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 10 10,000 59.39 11.69 15.4 14.5
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 B - Growth Debt: Dynamic Bond 15 15,000 7.79 9.27 8.5 9.16
Nippon India Gilt Securities Fund -Growth Plan - Growth Option Debt: Gilt 15 15,000 6.65 9.44 9.2 9.41
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 45.44 14.11 15.63 13.23
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 59.39 11.69 15.4 14.5
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 60.62 10.05 15.89 15.38
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 69.56 7.55 12.94 16.11
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 58.96 10.67 14.63 14.14
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 45.44 14.11 15.63 13.23
HDFC Top 100 Fund - Growth Option - Regular Plan Equity: Large Cap 20 20,000 57.66 8.5 12.49 10.11
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 59.39 11.69 15.4 14.5
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 60.62 10.05 15.89 15.38
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 69.56 7.55 12.94 16.11
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 58.96 10.67 14.63 14.14
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 45.44 14.11 15.63 13.23
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 59.39 11.69 15.4 14.5
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 10 10,000 60.62 10.05 15.89 15.38
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 69.56 7.55 12.94 16.11
L&T Emerging Businesses Fund - Regular Plan - Growth Equity: Small Cap 20 20,000 89.27 2.8 16.2 -
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 45.44 14.11 15.63 13.23
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 59.39 11.69 15.4 14.5
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 20 20,000 60.62 10.05 15.89 15.38
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 69.56 7.55 12.94 16.11
Franklin Build India Fund Growth Plan Equity: Sectoral-Infrastructure 10 10,000 65.45 6.6 11.58 15.02
L&T Emerging Businesses Fund - Regular Plan - Growth Equity: Small Cap 10 10,000 89.27 2.8 16.2 -
Total 100 100,000