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