• mf@tradejini.com
  • +91-80-40204020

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
Franklin India Dynamic Accrual Fund-Growth Debt: Dynamic Bond 20 20,000 8.73 7.99 9.21 8.23
Nippon India Gilt Securities Fund -Growth Plan - Growth Option Debt: Gilt 20 20,000 15.7 8.32 10.52 8.85
Franklin India Short-Term Income Plan-Growth Debt: Short Duration 15 15,000 7.6 7.8 8.36 8.64
HDFC Short Term Debt Fund - Growth Option Debt: Short Duration 15 15,000 10.1 7.63 8.32 -
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Debt: Ultra Short Duration 15 15,000 9.13 7.78 8.4 8.49
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
Franklin India Dynamic Accrual Fund-Growth Debt: Dynamic Bond 25 25,000 8.73 7.99 9.21 8.23
Nippon India Gilt Securities Fund -Growth Plan - Growth Option Debt: Gilt 25 25,000 15.7 8.32 10.52 8.85
Franklin India Short-Term Income Plan-Growth Debt: Short Duration 15 15,000 7.6 7.8 8.36 8.64
HDFC Short Term Debt Fund - Growth Option Debt: Short Duration 10 10,000 10.1 7.63 8.32 -
Axis Bluechip Fund - Growth Equity: Large Cap 15 15,000 24.49 15.55 12.4 -
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 10 10,000 12.53 11.47 12.7 14.56
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
Franklin India Dynamic Accrual Fund-Growth Debt: Dynamic Bond 15 15,000 8.73 7.99 9.21 8.23
Nippon India Gilt Securities Fund -Growth Plan - Growth Option Debt: Gilt 15 15,000 15.7 8.32 10.52 8.85
Axis Bluechip Fund - Growth Equity: Large Cap 20 20,000 24.49 15.55 12.4 -
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 12.53 11.47 12.7 14.56
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 11.5 6.25 13.01 15.05
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 7.44 5.37 11.87 15.21
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 - Growth Equity: Large Cap 20 20,000 24.49 15.55 12.4 -
HDFC Top 100 Fund - Growth Option Equity: Large Cap 20 20,000 8.74 8.86 8.65 10.45
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 12.53 11.47 12.7 14.56
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 11.5 6.25 13.01 15.05
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 7.44 5.37 11.87 15.21
Kotak Standard Multicap Fund - Growth Equity: Multi Cap 15 15,000 14.09 10.04 13.04 13.02
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 - Growth Equity: Large Cap 20 20,000 24.49 15.55 12.4 -
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 12.53 11.47 12.7 14.56
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 10 10,000 11.5 6.25 13.01 15.05
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 7.44 5.37 11.87 15.21
Kotak Standard Multicap Fund - Growth Equity: Multi Cap 15 15,000 14.09 10.04 13.04 13.02
L&T Emerging Businesses Fund - Regular Plan - Growth Equity: Small Cap 20 20,000 -7.99 5.75 12.56 -
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 - Growth Equity: Large Cap 20 20,000 24.49 15.55 12.4 -
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 12.53 11.47 12.7 14.56
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 20 20,000 11.5 6.25 13.01 15.05
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 7.44 5.37 11.87 15.21
Franklin Build India Fund Growth Plan Equity: Sectoral-Infrastructure 10 10,000 10.84 6.64 11.45 14.14
L&T Emerging Businesses Fund - Regular Plan - Growth Equity: Small Cap 10 10,000 -7.99 5.75 12.56 -
Total 100 100,000