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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
Nippon India Gilt Securities Fund -Growth Plan - Growth Option Debt: Gilt 20 20,000 9.49 5.54 6.13 8.47
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 15 15,000 7.67 5.63 6.41 7.28
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Debt: Ultra Short Duration 15 15,000 7.45 6.11 6.06 7.23
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 9.49 5.54 6.13 8.47
Axis Short Term Fund - Regular Plan - Growth Option Debt: Short Duration 10 10,000 7.67 5.63 6.41 7.28
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 15 15,000 31.48 9.98 16.34 13.02
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 10 10,000 27.32 13.2 18.14 14.4
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 9.49 5.54 6.13 8.47
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 31.48 9.98 16.34 13.02
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 27.32 13.2 18.14 14.4
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 44.34 18.08 24.1 17.07
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 52.42 22.72 25.61 17.45
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 34.46 16.59 19.61 15.3
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 31.48 9.98 16.34 13.02
HDFC Top 100 Fund - Growth Option - Regular Plan Equity: Large Cap 20 20,000 33.75 20.67 20.06 13.35
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 27.32 13.2 18.14 14.4
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 44.34 18.08 24.1 17.07
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 52.42 22.72 25.61 17.45
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 34.46 16.59 19.61 15.3
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 31.48 9.98 16.34 13.02
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 27.32 13.2 18.14 14.4
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 10 10,000 44.34 18.08 24.1 17.07
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 52.42 22.72 25.61 17.45
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 31.48 9.98 16.34 13.02
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 27.32 13.2 18.14 14.4
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 20 20,000 44.34 18.08 24.1 17.07
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 52.42 22.72 25.61 17.45
Franklin Build India Fund Growth Plan Equity: Sectoral-Infrastructure 10 10,000 59.67 32.45 29.86 19.57
Total 100 100,000