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 |
| IDFC Dynamic Bond Fund -Regular Plan-GROWTH | Debt: Dynamic Bond | 20 | 20,000 | 11.67 | 7.48 | 7.98 | 8.92 |
| Nippon India Gilt Securities Fund -Growth Plan - Growth Option | Debt: Gilt | 20 | 20,000 | 12.93 | 8.82 | 9.21 | 9.03 |
| Axis Short Term Fund - Regular Plan - Growth Option | Debt: Short Duration | 15 | 15,000 | 8.84 | 7.45 | 7.82 | 8.12 |
| L&T Short Term Bond Fund - Regular Plan - Growth | Debt: Short Duration | 15 | 15,000 | 8.65 | 7.46 | 7.65 | - |
| Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Debt: Ultra Short Duration | 15 | 15,000 | 7.56 | 7.64 | 8.08 | 8.56 |
| 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 |
| IDFC Dynamic Bond Fund -Regular Plan-GROWTH | Debt: Dynamic Bond | 25 | 25,000 | 11.67 | 7.48 | 7.98 | 8.92 |
| Nippon India Gilt Securities Fund -Growth Plan - Growth Option | Debt: Gilt | 25 | 25,000 | 12.93 | 8.82 | 9.21 | 9.03 |
| Axis Short Term Fund - Regular Plan - Growth Option | Debt: Short Duration | 10 | 10,000 | 8.84 | 7.45 | 7.82 | 8.12 |
| L&T Short Term Bond Fund - Regular Plan - Growth | Debt: Short Duration | 15 | 15,000 | 8.65 | 7.46 | 7.65 | - |
| Axis Bluechip Fund - Regular Plan - Growth | Equity: Large Cap | 15 | 15,000 | -8.16 | 7.5 | 5.72 | 9.4 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 10 | 10,000 | -22.21 | -0.2 | 3.7 | 10.35 |
| 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 |
| IDFC Dynamic Bond Fund -Regular Plan-GROWTH | Debt: Dynamic Bond | 15 | 15,000 | 11.67 | 7.48 | 7.98 | 8.92 |
| Nippon India Gilt Securities Fund -Growth Plan - Growth Option | Debt: Gilt | 15 | 15,000 | 12.93 | 8.82 | 9.21 | 9.03 |
| Axis Bluechip Fund - Regular Plan - Growth | Equity: Large Cap | 20 | 20,000 | -8.16 | 7.5 | 5.72 | 9.4 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 20 | 20,000 | -22.21 | -0.2 | 3.7 | 10.35 |
| DSP Midcap Fund - Regular Plan - Growth | Equity: Mid Cap | 15 | 15,000 | -18.1 | -3.4 | 3.93 | 11.0 |
| Franklin India Prima Fund-Growth | Equity: Mid Cap | 15 | 15,000 | -28.42 | -7.12 | 0.42 | 10.11 |
| 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 - Regular Plan - Growth | Equity: Large Cap | 20 | 20,000 | -8.16 | 7.5 | 5.72 | 9.4 |
| HDFC Top 100 Fund - Growth Option | Equity: Large Cap | 20 | 20,000 | -29.96 | -4.7 | 0.13 | 6.47 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 15 | 15,000 | -22.21 | -0.2 | 3.7 | 10.35 |
| DSP Midcap Fund - Regular Plan - Growth | Equity: Mid Cap | 15 | 15,000 | -18.1 | -3.4 | 3.93 | 11.0 |
| Franklin India Prima Fund-Growth | Equity: Mid Cap | 15 | 15,000 | -28.42 | -7.12 | 0.42 | 10.11 |
| Kotak Standard Multicap Fund - Growth | Equity: Multi Cap | 15 | 15,000 | -22.5 | -2.0 | 3.34 | 9.67 |
| 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 - Regular Plan - Growth | Equity: Large Cap | 20 | 20,000 | -8.16 | 7.5 | 5.72 | 9.4 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 15 | 15,000 | -22.21 | -0.2 | 3.7 | 10.35 |
| DSP Midcap Fund - Regular Plan - Growth | Equity: Mid Cap | 10 | 10,000 | -18.1 | -3.4 | 3.93 | 11.0 |
| Franklin India Prima Fund-Growth | Equity: Mid Cap | 20 | 20,000 | -28.42 | -7.12 | 0.42 | 10.11 |
| Kotak Standard Multicap Fund - Growth | Equity: Multi Cap | 15 | 15,000 | -22.5 | -2.0 | 3.34 | 9.67 |
| L&T Emerging Businesses Fund - Regular Plan - Growth | Equity: Small Cap | 20 | 20,000 | -38.22 | -10.72 | 0.57 | - |
| 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 | -8.16 | 7.5 | 5.72 | 9.4 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 20 | 20,000 | -22.21 | -0.2 | 3.7 | 10.35 |
| DSP Midcap Fund - Regular Plan - Growth | Equity: Mid Cap | 20 | 20,000 | -18.1 | -3.4 | 3.93 | 11.0 |
| Franklin India Prima Fund-Growth | Equity: Mid Cap | 20 | 20,000 | -28.42 | -7.12 | 0.42 | 10.11 |
| Franklin Build India Fund Growth Plan | Equity: Sectoral-Infrastructure | 10 | 10,000 | -33.44 | -7.83 | -1.27 | 8.96 |
| L&T Emerging Businesses Fund - Regular Plan - Growth | Equity: Small Cap | 10 | 10,000 | -38.22 | -10.72 | 0.57 | - |
| Total | 100 | 100,000 | |||||