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 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
|
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
|
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
|
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
|
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
|
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 | |||||