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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 14.6 8.61 9.35 9.22
Nippon India Gilt Securities Fund -Growth Plan - Growth Option Debt: Gilt 20 20,000 14.47 9.52 10.52 9.42
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 15 15,000 11.39 7.96 8.21 8.3
L&T Short Term Bond Fund - Regular Plan - Growth Debt: Short Duration 15 15,000 10.37 8.08 8.09 -
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Debt: Ultra Short Duration 15 15,000 7.75 7.72 8.11 8.64
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 14.6 8.61 9.35 9.22
Nippon India Gilt Securities Fund -Growth Plan - Growth Option Debt: Gilt 25 25,000 14.47 9.52 10.52 9.42
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 10 10,000 11.39 7.96 8.21 8.3
L&T Short Term Bond Fund - Regular Plan - Growth Debt: Short Duration 15 15,000 10.37 8.08 8.09 -
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 15 15,000 -5.34 8.08 8.63 10.59
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 10 10,000 -14.12 2.11 7.65 11.98
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 14.6 8.61 9.35 9.22
Nippon India Gilt Securities Fund -Growth Plan - Growth Option Debt: Gilt 15 15,000 14.47 9.52 10.52 9.42
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 -5.34 8.08 8.63 10.59
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 -14.12 2.11 7.65 11.98
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 -4.77 0.18 8.79 12.66
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 -17.41 -3.7 4.37 12.16
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 -5.34 8.08 8.63 10.59
HDFC Top 100 Fund - Growth Option Equity: Large Cap 20 20,000 -22.49 -1.61 4.09 7.93
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 -14.12 2.11 7.65 11.98
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 -4.77 0.18 8.79 12.66
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 -17.41 -3.7 4.37 12.16
Kotak Standard Multicap Fund - Growth Equity: Multi Cap 15 15,000 -14.84 0.83 7.33 11.39
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 -5.34 8.08 8.63 10.59
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 -14.12 2.11 7.65 11.98
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 10 10,000 -4.77 0.18 8.79 12.66
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 -17.41 -3.7 4.37 12.16
Kotak Standard Multicap Fund - Growth Equity: Multi Cap 15 15,000 -14.84 0.83 7.33 11.39
L&T Emerging Businesses Fund - Regular Plan - Growth Equity: Small Cap 20 20,000 -26.73 -8.92 5.21 -
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 -5.34 8.08 8.63 10.59
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 -14.12 2.11 7.65 11.98
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 20 20,000 -4.77 0.18 8.79 12.66
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 -17.41 -3.7 4.37 12.16
Franklin Build India Fund Growth Plan Equity: Sectoral-Infrastructure 10 10,000 -25.2 -4.18 3.08 11.19
L&T Emerging Businesses Fund - Regular Plan - Growth Equity: Small Cap 10 10,000 -26.73 -8.92 5.21 -
Total 100 100,000