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 | 6.51 | 3.85 | 7.57 | 8.53 |
| Axis Short Term Fund - Regular Plan - Growth Option | Debt: Short Duration | 15 | 15,000 | 6.52 | 4.85 | 6.94 | 7.47 |
| Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Debt: Ultra Short Duration | 15 | 15,000 | 7.0 | 5.15 | 6.39 | 7.48 |
| 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 | 6.51 | 3.85 | 7.57 | 8.53 |
| Axis Short Term Fund - Regular Plan - Growth Option | Debt: Short Duration | 10 | 10,000 | 6.52 | 4.85 | 6.94 | 7.47 |
| Axis Bluechip Fund - Regular Plan - Growth | Equity: Large Cap | 15 | 15,000 | 5.31 | 14.58 | 11.45 | 13.9 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 10 | 10,000 | 11.33 | 19.04 | 12.62 | 17.13 |
| 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 | 6.51 | 3.85 | 7.57 | 8.53 |
| Axis Bluechip Fund - Regular Plan - Growth | Equity: Large Cap | 20 | 20,000 | 5.31 | 14.58 | 11.45 | 13.9 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 20 | 20,000 | 11.33 | 19.04 | 12.62 | 17.13 |
| DSP Midcap Fund - Regular Plan - Growth | Equity: Mid Cap | 15 | 15,000 | 17.51 | 19.02 | 14.49 | 20.74 |
| Franklin India Prima Fund-Growth | Equity: Mid Cap | 15 | 15,000 | 17.64 | 25.27 | 14.27 | 19.59 |
| 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 | 14.36 | 20.69 | 12.99 | 17.07 |
| Axis Bluechip Fund - Regular Plan - Growth | Equity: Large Cap | 20 | 20,000 | 5.31 | 14.58 | 11.45 | 13.9 |
| HDFC Top 100 Fund - Growth Option - Regular Plan | Equity: Large Cap | 20 | 20,000 | 19.28 | 25.9 | 13.26 | 15.24 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 15 | 15,000 | 11.33 | 19.04 | 12.62 | 17.13 |
| DSP Midcap Fund - Regular Plan - Growth | Equity: Mid Cap | 15 | 15,000 | 17.51 | 19.02 | 14.49 | 20.74 |
| Franklin India Prima Fund-Growth | Equity: Mid Cap | 15 | 15,000 | 17.64 | 25.27 | 14.27 | 19.59 |
| 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 | 14.36 | 20.69 | 12.99 | 17.07 |
| Axis Bluechip Fund - Regular Plan - Growth | Equity: Large Cap | 20 | 20,000 | 5.31 | 14.58 | 11.45 | 13.9 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 15 | 15,000 | 11.33 | 19.04 | 12.62 | 17.13 |
| DSP Midcap Fund - Regular Plan - Growth | Equity: Mid Cap | 10 | 10,000 | 17.51 | 19.02 | 14.49 | 20.74 |
| Franklin India Prima Fund-Growth | Equity: Mid Cap | 20 | 20,000 | 17.64 | 25.27 | 14.27 | 19.59 |
| 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 | 5.31 | 14.58 | 11.45 | 13.9 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 20 | 20,000 | 11.33 | 19.04 | 12.62 | 17.13 |
| DSP Midcap Fund - Regular Plan - Growth | Equity: Mid Cap | 20 | 20,000 | 17.51 | 19.02 | 14.49 | 20.74 |
| Franklin India Prima Fund-Growth | Equity: Mid Cap | 20 | 20,000 | 17.64 | 25.27 | 14.27 | 19.59 |
| Franklin Build India Fund Growth Plan | Equity: Sectoral-Infrastructure | 10 | 10,000 | 29.61 | 38.33 | 18.09 | 21.51 |
| Total | 100 | 100,000 | |||||
