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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 7.56 6.4 5.78 7.42
Axis Short Duration Fund - Regular Plan - Growth Option Debt: Short Duration 15 15,000 7.91 6.39 6.26 7.13
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Debt: Ultra Short Duration 15 15,000 7.8 6.7 6.11 7.17
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 7.56 6.4 5.78 7.42
Axis Short Duration Fund - Regular Plan - Growth Option Debt: Short Duration 10 10,000 7.91 6.39 6.26 7.13
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 15 15,000 11.22 8.83 11.83 11.34
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 10 10,000 10.88 10.55 14.16 12.58
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 7.56 6.4 5.78 7.42
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 11.22 8.83 11.83 11.34
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 10.88 10.55 14.16 12.58
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 12.18 14.65 17.07 14.5
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 18.79 20.64 20.79 14.78
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 11.18 13.51 14.89 12.77
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 11.22 8.83 11.83 11.34
HDFC Large Cap Fund - Growth Option - Regular Plan Equity: Large Cap 20 20,000 7.49 16.25 17.16 12.0
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 10.88 10.55 14.16 12.58
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 15 15,000 12.18 14.65 17.07 14.5
Franklin India Prima Fund-Growth Equity: Mid Cap 15 15,000 18.79 20.64 20.79 14.78
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 11.18 13.51 14.89 12.77
Axis Bluechip Fund - Regular Plan - Growth Equity: Large Cap 20 20,000 11.22 8.83 11.83 11.34
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 15 15,000 10.88 10.55 14.16 12.58
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 10 10,000 12.18 14.65 17.07 14.5
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 18.79 20.64 20.79 14.78
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 11.22 8.83 11.83 11.34
Mirae Asset Large Cap Fund - Growth Plan Equity: Large Cap 20 20,000 10.88 10.55 14.16 12.58
DSP Midcap Fund - Regular Plan - Growth Equity: Mid Cap 20 20,000 12.18 14.65 17.07 14.5
Franklin India Prima Fund-Growth Equity: Mid Cap 20 20,000 18.79 20.64 20.79 14.78
Franklin Build India Fund Growth Plan Equity: Sectoral-Infrastructure 10 10,000 8.58 25.11 24.89 16.17
Total 100 100,000