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 |
| 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
|
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
|
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
|
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
|
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
|
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 | |||||