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 |
| 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
|
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
|
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
|
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
|
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
|
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 | |||||