• 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
Nippon India Gilt Securities Fund -Growth Plan - Growth Option Debt: Gilt 20 20,000 6.01 4.51 6.83 8.49
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 15 15,000 6.5 5.22 6.65 7.3
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Debt: Ultra Short Duration 15 15,000 7.48 5.77 6.23 7.33
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
Nippon India Gilt Securities Fund -Growth Plan - Growth Option Debt: Gilt 25 25,000 6.01 4.51 6.83 8.49
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 10 10,000 6.5 5.22 6.65 7.3
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 15 15,000 30.16 13.35 14.06 14.09
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 10 10,000 26.46 15.48 14.12 15.88
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
Nippon India Gilt Securities Fund -Growth Plan - Growth Option Debt: Gilt 15 15,000 6.01 4.51 6.83 8.49
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 30.16 13.35 14.06 14.09
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 26.46 15.48 14.12 15.88
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 44.9 17.56 17.73 18.46
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 51.29 23.0 18.84 18.76
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
Kotak Flexicap Fund - Growth Equity: Flexi Cap 15 15,000 36.97 18.93 15.98 17.06
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 30.16 13.35 14.06 14.09
HDFC Top 100 Fund - Growth Option - Regular Plan Equity: Large Cap 20 20,000 38.06 22.89 15.96 14.82
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 26.46 15.48 14.12 15.88
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 44.9 17.56 17.73 18.46
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 51.29 23.0 18.84 18.76
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
Kotak Flexicap Fund - Growth Equity: Flexi Cap 15 15,000 36.97 18.93 15.98 17.06
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 30.16 13.35 14.06 14.09
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 26.46 15.48 14.12 15.88
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 10 10,000 44.9 17.56 17.73 18.46
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 51.29 23.0 18.84 18.76
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 - Regular Plan - Growth Equity: Large Cap 20 20,000 30.16 13.35 14.06 14.09
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 26.46 15.48 14.12 15.88
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 20 20,000 44.9 17.56 17.73 18.46
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 51.29 23.0 18.84 18.76
Franklin Build India Fund Growth Plan Equity: Sectoral-Infrastructure 10 10,000 78.04 38.85 24.85 22.87
Total 100 100,000