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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
IDFC Dynamic Bond Fund -Regular Plan-GROWTH Debt: Dynamic Bond 20 20,000 12.88 9.33 9.06 9.61
Nippon India Gilt Securities Fund -Growth Plan - Growth Option Debt: Gilt 20 20,000 11.44 9.61 9.94 9.75
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 15 15,000 10.39 8.44 8.29 8.67
L&T Short Term Bond Fund - Regular Plan - Growth Debt: Short Duration 15 15,000 9.74 8.21 7.97 -
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Debt: Ultra Short Duration 15 15,000 7.38 7.72 8.02 8.71
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
IDFC Dynamic Bond Fund -Regular Plan-GROWTH Debt: Dynamic Bond 25 25,000 12.88 9.33 9.06 9.61
Nippon India Gilt Securities Fund -Growth Plan - Growth Option Debt: Gilt 25 25,000 11.44 9.61 9.94 9.75
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 10 10,000 10.39 8.44 8.29 8.67
L&T Short Term Bond Fund - Regular Plan - Growth Debt: Short Duration 15 15,000 9.74 8.21 7.97 -
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 15 15,000 3.61 9.61 10.61 10.35
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 10 10,000 4.51 5.52 10.26 11.93
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
IDFC Dynamic Bond Fund -Regular Plan-GROWTH Debt: Dynamic Bond 15 15,000 12.88 9.33 9.06 9.61
Nippon India Gilt Securities Fund -Growth Plan - Growth Option Debt: Gilt 15 15,000 11.44 9.61 9.94 9.75
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 3.61 9.61 10.61 10.35
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 4.51 5.52 10.26 11.93
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 12.44 4.18 10.97 12.0
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 1.6 0.43 7.17 11.91
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
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 3.61 9.61 10.61 10.35
HDFC Top 100 Fund - Growth Option Equity: Large Cap 20 20,000 -7.12 0.89 5.66 6.98
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 4.51 5.52 10.26 11.93
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 12.44 4.18 10.97 12.0
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 1.6 0.43 7.17 11.91
Kotak Standard Multicap Fund - Growth Equity: Multi Cap 15 15,000 1.21 3.92 9.06 10.75
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
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 3.61 9.61 10.61 10.35
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 4.51 5.52 10.26 11.93
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 10 10,000 12.44 4.18 10.97 12.0
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 1.6 0.43 7.17 11.91
Kotak Standard Multicap Fund - Growth Equity: Multi Cap 15 15,000 1.21 3.92 9.06 10.75
L&T Emerging Businesses Fund - Regular Plan - Growth Equity: Small Cap 20 20,000 -1.1 -5.31 7.95 -
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 3.61 9.61 10.61 10.35
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 4.51 5.52 10.26 11.93
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 20 20,000 12.44 4.18 10.97 12.0
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 1.6 0.43 7.17 11.91
Franklin Build India Fund Growth Plan Equity: Sectoral-Infrastructure 10 10,000 -12.51 -3.66 3.98 10.14
L&T Emerging Businesses Fund - Regular Plan - Growth Equity: Small Cap 10 10,000 -1.1 -5.31 7.95 -
Total 100 100,000