| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹60,978 | +1.63% | |
| 3 years | ₹1,80,000 | ₹1,98,269 | +10.15% | |
| 5 years | ₹3,00,000 | ₹3,57,159 | +19.05% | |
| 10 years | ₹6,00,000 | ₹8,77,483 | +46.25% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 7.06% |
| HDFC Bank Ltd. | Financial | Equity | 6.62% |
| Aditya Birla Sun Life Liquid Fund Direct-Growth | -- | Mutual Fund | 4.70% |
| Reliance Industries Ltd. | Energy | Equity | 4.24% |
| RBL Bank Ltd. | Financial | Equity | 3.98% |
| Aditya Birla Sun Life Money Manager Fund Direct-Growth | -- | Mutual Fund | 3.80% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.83% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.81% |
| GMR Airports Ltd. | Construction | Equity | 2.62% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 2.62% |
| State Bank of India | Financial | Equity | 2.50% |
| National Bank For Agriculture & Rural Development | Financial | CD | 2.19% |
| Export-Import Bank Of India | Financial | CD | 2.17% |
| National Bank For Financing Infrastructure And Development | Financial | CD | 2.17% |
| GOI | Sovereign | GOI Sec | 1.88% |
| GOI | Sovereign | GOI Sec | 1.87% |
| Bajaj Finance Ltd. | Financial | Equity | 1.70% |
| Patanjali Foods Ltd. | Consumer Staples | Equity | 1.56% |
| GOI | Sovereign | GOI Sec | 1.52% |
| Axis Bank Ltd. | Financial | Equity | 1.50% |
| Bharti Airtel Ltd. | Communication | Equity | 1.36% |
| Aditya Birla Sun Life CRISIL-IBX Financial Services 3 to 6 Months Debt Index Fund Direct-Growth | -- | Mutual Fund | 1.34% |
| Union Bank of India | Financial | CD | 1.30% |
| Nexus Select Trust | Construction | REITs | 1.24% |
| Vodafone Idea Ltd. | Communication | Equity | 1.22% |
| Canara Bank | Financial | Equity | 1.17% |
| One97 Communications Ltd. | Services | Equity | 1.15% |
| Adani Enterprises Ltd. | Services | Equity | 1.11% |
| BSE Ltd. | Services | Equity | 1.10% |
| Asian Paints Ltd. | Chemicals | Equity | 1.02% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.95% |
| GOI | Sovereign | GOI Sec | 0.93% |
| Oil And Natural Gas Corporation Ltd. | Energy | Equity | 0.87% |
| ITC Ltd. | Consumer Staples | Equity | 0.85% |
| Glenmark Pharmaceuticals Ltd. | Healthcare | Equity | 0.76% |
| Larsen & Toubro Ltd. | Construction | Equity | 0.70% |
| IndiGrid Infrastructure Trust | Capital Goods | InvITs | 0.69% |
| National Aluminium Company Ltd. | Metals & Mining | Equity | 0.67% |
| Tata Steel Ltd. | Metals & Mining | Equity | 0.67% |
| Infosys Ltd. | Technology | Equity | 0.61% |
| Bajaj Finserv Ltd. | Financial | Equity | 0.57% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.56% |
| Eternal Ltd. | Services | Equity | 0.52% |
| DLF Ltd. | Construction | Equity | 0.50% |
| Indus Infra Trust | Construction | InvITs | 0.49% |
| GOI | Sovereign | GOI Sec | 0.47% |
| GOI | Sovereign | GOI Sec | 0.47% |
| Bajaj Finance Ltd. | Financial | Debenture | 0.46% |
| Uttar Pradesh State | Others | SDL | 0.43% |
| GOI | Sovereign | GOI Sec | 0.42% |
| Aditya Birla Sun Life Nifty 50 ETF-Growth | -- | Mutual Fund | 0.39% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.38% |
| Crompton Greaves Consumer Electricals Ltd. | Consumer Discretionary | Equity | 0.38% |
| Vishal Mega Mart Ltd. | Services | Equity | 0.37% |
| Havells India Ltd. | Capital Goods | Equity | 0.34% |
| Exide Industries Ltd. | Capital Goods | Equity | 0.33% |
| Info Edge (India) Ltd. | Services | Equity | 0.32% |
| Tata Consultancy Services Ltd. | Technology | Equity | 0.30% |
| Aditya Birla Sun Life Nifty IT ETF-Growth | -- | Mutual Fund | 0.29% |
| Swiggy Ltd. | Services | Equity | 0.28% |
| Indusind Bank Ltd. | Financial | Equity | 0.26% |
| Grasim Industries Ltd. | Construction | Equity | 0.26% |
| Embassy Office Parks REIT | Construction | REITs | 0.25% |
| Tata Power Company Ltd. | Energy | Equity | 0.24% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.24% |
| NTPC Ltd. | Energy | Equity | 0.23% |
| Container Corporation Of India Ltd. | Services | Equity | 0.23% |
| Bandhan Bank Ltd. | Financial | Equity | 0.23% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 0.22% |
| Mphasis Ltd. | Technology | Equity | 0.22% |
| Syngene International Ltd. | Healthcare | Equity | 0.22% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 0.21% |
| Brookfield India Real Estate Trust REIT | Construction | REITs | 0.20% |
| GAIL (India) Ltd. | Energy | Equity | 0.19% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 0.18% |
| NMDC Ltd. | Metals & Mining | Equity | 0.18% |
| Raajmarg Infra Investment Trust | Construction | InvITs | 0.18% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 0.17% |
| Ultratech Cement Ltd. | Construction | Equity | 0.16% |
| Shriram Finance Ltd | Financial | Equity | 0.16% |
| HCL Technologies Ltd. | Technology | Equity | 0.15% |
| JSW Steel Ltd. | Metals & Mining | Equity | 0.14% |
| Coal India Ltd. | Energy | Equity | 0.13% |
| Bajaj Auto Ltd. | Automobile | Equity | 0.13% |
| Nestle India Ltd. | Consumer Staples | Equity | 0.13% |
| Uttar Pradesh State | Others | SDL | 0.12% |
| HDB Financial Services Ltd. | Financial | Equity | 0.12% |
| Interglobe Aviation Ltd. | Services | Equity | 0.12% |
| Eicher Motors Ltd. | Automobile | Equity | 0.12% |
| Hindustan Zinc Ltd. | Metals & Mining | Equity | 0.11% |
| Tech Mahindra Ltd. | Technology | Equity | 0.11% |
| Trent Ltd. | Services | Equity | 0.11% |
| Tata Motors Ltd. | Automobile | Equity | 0.11% |
| GOI | Sovereign | GOI Sec | 0.10% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 0.10% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.10% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 0.10% |
| JIO Financial Services Ltd. | Financial | Equity | 0.10% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 0.09% |
| Tata Motors Passenger Vehicles Ltd. | Automobile | Equity | 0.09% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 0.09% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 0.09% |
| Cipla Ltd. | Healthcare | Equity | 0.09% |
| Knowledge Realty Trust | Construction | REITs | 0.07% |
| Wipro Ltd. | Technology | Equity | 0.07% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 0.06% |
| GOI | Sovereign | GOI Sec | 0.04% |
| Siemens Ltd. | Capital Goods | Equity | 0.02% |
| Studds Accessories Ltd. | Automobile | Equity | 0.02% |
| Siemens Energy India Ltd. | Energy | Equity | 0.02% |
| Kwality Wall's (India) Ltd. | Consumer Staples | Equity | 0.00% |
| NTPC Ltd. | Energy | Futures | -0.00% |
| Indusind Bank Ltd. | Financial | Futures | -0.05% |
| Grasim Industries Ltd. | Construction | Futures | -0.10% |
| Larsen & Toubro Ltd. | Construction | Futures | -0.11% |
| GAIL (India) Ltd. | Energy | Futures | -0.16% |
| Mphasis Ltd. | Technology | Futures | -0.17% |
| Hindustan Zinc Ltd. | Metals & Mining | Futures | -0.18% |
| Tata Power Company Ltd. | Energy | Futures | -0.19% |
| NMDC Ltd. | Metals & Mining | Futures | -0.28% |
| Swiggy Ltd. | Services | Futures | -0.29% |
| Eternal Ltd. | Services | Futures | -0.33% |
| Bajaj Finserv Ltd. | Financial | Futures | -0.36% |
| Tata Steel Ltd. | Metals & Mining | Futures | -0.40% |
| Bandhan Bank Ltd. | Financial | Futures | -0.40% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Futures | -0.54% |
| Oil And Natural Gas Corporation Ltd. | Energy | Futures | -0.57% |
| Bharti Airtel Ltd. | Communication | Futures | -0.65% |
| Asian Paints Ltd. | Chemicals | Futures | -0.68% |
| DLF Ltd. | Construction | Futures | -0.78% |
| Axis Bank Ltd. | Financial | Futures | -0.79% |
| National Aluminium Company Ltd. | Metals & Mining | Futures | -0.85% |
| Canara Bank | Financial | Futures | -1.07% |
| Adani Enterprises Ltd. | Services | Futures | -1.13% |
| Glenmark Pharmaceuticals Ltd. | Healthcare | Futures | -1.14% |
| Bajaj Finance Ltd. | Financial | Futures | -1.17% |
| One97 Communications Ltd. | Services | Futures | -1.33% |
| BSE Ltd. | Services | Futures | -1.40% |
| State Bank of India | Financial | Futures | -1.42% |
| Kotak Mahindra Bank Ltd. | Financial | Futures | -1.90% |
| Mahindra & Mahindra Ltd. | Automobile | Futures | -2.08% |
| Reliance Industries Ltd. | Energy | Futures | -2.15% |
| Patanjali Foods Ltd. | Consumer Staples | Futures | -2.25% |
| Adani Ports and Special Economic Zone Ltd. | Services | Futures | -2.27% |
| GMR Airports Ltd. | Construction | Futures | -2.47% |
| Vodafone Idea Ltd. | Communication | Futures | -2.51% |
| HDFC Bank Ltd. | Financial | Futures | -3.79% |
| ICICI Bank Ltd. | Financial | Futures | -4.32% |
| RBL Bank Ltd. | Financial | Futures | -6.67% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +8.6% | +7.3% | +7.9% | +7.5% |
| Category average (Hybrid Equity Savings) | +9.9% | +9.1% | +8.4% | -- |
| Rank (Hybrid Equity Savings) | 14 | 15 | 10 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Edelweiss Equity Savings Fund Growth | +6.67% | +10.85% | 1,313.18 | |
Kotak Equity Savings Fund Growth | +5.08% | +10.33% | 10,031.57 | |
UTI Equity Savings Fund Growth | +2.17% | +9.04% | 820.50 | |
DSP Equity Savings Fund Growth | +1.96% | +9.03% | 3,541.41 | |
ICICI Prudential Equity Savings Fund Growth | +2.91% | +7.62% | 16,868.08 | |
| Compare | ||||