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 |
| Nippon India Gilt Securities Fund -Growth Plan - Growth Option | Debt: Gilt | 20 | 20,000 | 0.15 | 6.28 | 6.51 | 8.68 |
| Axis Short Term Fund - Regular Plan - Growth Option | Debt: Short Duration | 15 | 15,000 | 2.67 | 6.57 | 6.68 | 7.74 |
| L&T Short Term Bond Fund - Regular Plan - Growth | Debt: Short Duration | 15 | 15,000 | 1.67 | 5.83 | 6.28 | 7.53 |
| Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Debt: Ultra Short Duration | 15 | 15,000 | 3.75 | 5.7 | 6.49 | 7.84 |
| Franklin India Ultra Short Bond Fund - Super Institutional - Growth | Debt: Ultra Short Duration | 15 | 15,000 | 15.48 | 9.03 | 8.9 | 9.35 |
| 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 |
| Nippon India Gilt Securities Fund -Growth Plan - Growth Option | Debt: Gilt | 25 | 25,000 | 0.15 | 6.28 | 6.51 | 8.68 |
| Axis Short Term Fund - Regular Plan - Growth Option | Debt: Short Duration | 10 | 10,000 | 2.67 | 6.57 | 6.68 | 7.74 |
| L&T Short Term Bond Fund - Regular Plan - Growth | Debt: Short Duration | 15 | 15,000 | 1.67 | 5.83 | 6.28 | 7.53 |
| Axis Bluechip Fund - Regular Plan - Growth | Equity: Large Cap | 15 | 15,000 | 0.1 | 11.09 | 12.95 | 15.21 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 10 | 10,000 | 7.0 | 11.74 | 11.64 | 17.0 |
| 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 |
| Nippon India Gilt Securities Fund -Growth Plan - Growth Option | Debt: Gilt | 15 | 15,000 | 0.15 | 6.28 | 6.51 | 8.68 |
| Axis Bluechip Fund - Regular Plan - Growth | Equity: Large Cap | 20 | 20,000 | 0.1 | 11.09 | 12.95 | 15.21 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 20 | 20,000 | 7.0 | 11.74 | 11.64 | 17.0 |
| DSP Midcap Fund - Regular Plan - Growth | Equity: Mid Cap | 15 | 15,000 | -2.7 | 13.39 | 9.31 | 17.35 |
| Franklin India Prima Fund-Growth | Equity: Mid Cap | 15 | 15,000 | -1.41 | 10.7 | 8.09 | 17.77 |
| 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 | 3.43 | 9.71 | 9.99 | 16.53 |
| Axis Bluechip Fund - Regular Plan - Growth | Equity: Large Cap | 20 | 20,000 | 0.1 | 11.09 | 12.95 | 15.21 |
| HDFC Top 100 Fund - Growth Option - Regular Plan | Equity: Large Cap | 20 | 20,000 | 8.68 | 8.68 | 9.55 | 13.57 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 15 | 15,000 | 7.0 | 11.74 | 11.64 | 17.0 |
| DSP Midcap Fund - Regular Plan - Growth | Equity: Mid Cap | 15 | 15,000 | -2.7 | 13.39 | 9.31 | 17.35 |
| Franklin India Prima Fund-Growth | Equity: Mid Cap | 15 | 15,000 | -1.41 | 10.7 | 8.09 | 17.77 |
| 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 | 3.43 | 9.71 | 9.99 | 16.53 |
| Axis Bluechip Fund - Regular Plan - Growth | Equity: Large Cap | 20 | 20,000 | 0.1 | 11.09 | 12.95 | 15.21 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 15 | 15,000 | 7.0 | 11.74 | 11.64 | 17.0 |
| DSP Midcap Fund - Regular Plan - Growth | Equity: Mid Cap | 10 | 10,000 | -2.7 | 13.39 | 9.31 | 17.35 |
| Franklin India Prima Fund-Growth | Equity: Mid Cap | 20 | 20,000 | -1.41 | 10.7 | 8.09 | 17.77 |
| L&T Emerging Businesses Fund - Regular Plan - Growth | Equity: Small Cap | 20 | 20,000 | 16.32 | 18.77 | 12.3 | - |
| 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 | 0.1 | 11.09 | 12.95 | 15.21 |
| Mirae Asset Large Cap Fund - Growth Plan | Equity: Large Cap | 20 | 20,000 | 7.0 | 11.74 | 11.64 | 17.0 |
| DSP Midcap Fund - Regular Plan - Growth | Equity: Mid Cap | 20 | 20,000 | -2.7 | 13.39 | 9.31 | 17.35 |
| Franklin India Prima Fund-Growth | Equity: Mid Cap | 20 | 20,000 | -1.41 | 10.7 | 8.09 | 17.77 |
| Franklin Build India Fund Growth Plan | Equity: Sectoral-Infrastructure | 10 | 10,000 | 8.76 | 10.27 | 9.72 | 18.86 |
| L&T Emerging Businesses Fund - Regular Plan - Growth | Equity: Small Cap | 10 | 10,000 | 16.32 | 18.77 | 12.3 | - |
| Total | 100 | 100,000 | |||||
