| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹58,603 | -2.33% | |
| 3 years | ₹1,80,000 | ₹1,91,782 | +6.55% | |
| 5 years | ₹3,00,000 | ₹3,47,251 | +15.75% | |
| 10 years | ₹6,00,000 | ₹9,46,617 | +57.77% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 9.09% |
| Reliance Industries Ltd. | Energy | Equity | 5.30% |
| ICICI Bank Ltd. | Financial | Equity | 4.66% |
| HDFC Bank Ltd. | Financial | Equity | 4.49% |
| GOI | Sovereign | GOI Sec | 4.24% |
| Infosys Ltd. | Technology | Equity | 3.39% |
| State Bank of India | Financial | Equity | 3.14% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.62% |
| Shriram Finance Ltd | Financial | Debenture | 2.43% |
| Muthoot Finance Ltd. | Financial | Bonds | 2.41% |
| Bharti Airtel Ltd. | Communication | Equity | 2.27% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.13% |
| NTPC Ltd. | Energy | Equity | 1.79% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 1.62% |
| Bajaj Finance Ltd. | Financial | Equity | 1.61% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 1.32% |
| GMR Airports Ltd. | Construction | Bonds | 1.25% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 1.22% |
| Power Finance Corporation Ltd. | Financial | Debenture | 1.21% |
| Adani Power Ltd. | Energy | Debenture | 1.20% |
| Jio Credit Ltd. | Financial | Debenture | 1.19% |
| State Bank of India | Financial | Ad.Tier 2 Bnd | 1.19% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 1.16% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 1.03% |
| DOMS Industries Ltd. | Consumer Staples | Equity | 0.95% |
| PNB Housing Finance Ltd. | Financial | Equity | 0.86% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 0.86% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 0.84% |
| Tata Consultancy Services Ltd. | Technology | Equity | 0.78% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 0.78% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.77% |
| JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 0.76% |
| Tata Power Company Ltd. | Energy | Equity | 0.75% |
| Sansera Engineering Ltd. | Automobile | Equity | 0.74% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 0.74% |
| Premier Energies Ltd. | Energy | Equity | 0.73% |
| Axis Bank Ltd. | Financial | Equity | 0.72% |
| Interglobe Aviation Ltd. | Services | Equity | 0.71% |
| Tech Mahindra Ltd. | Technology | Equity | 0.70% |
| Shriram Finance Ltd | Financial | Equity | 0.69% |
| Eternal Ltd. | Services | Equity | 0.67% |
| The Phoenix Mills Ltd. | Construction | Equity | 0.64% |
| Indus Infra Trust | Construction | InvITs | 0.64% |
| Union Bank of India | Financial | Equity | 0.64% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 0.63% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 0.63% |
| GOI | Sovereign | GOI Sec | 0.61% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 0.61% |
| TVS Holdings Ltd. | Automobile | Debenture | 0.61% |
| REC Ltd. | Financial | FRB | 0.61% |
| Aditya Birla Digital Fashion Ventures Ltd. | Services | Debenture | 0.60% |
| GOI | Sovereign | GOI Sec | 0.58% |
| GOI | Sovereign | GOI Sec | 0.57% |
| PI Industries Ltd. | Chemicals | Equity | 0.55% |
| Vijaya Diagnostic Centre Ltd. | Healthcare | Equity | 0.52% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.49% |
| FSN E-Commerce Ventures Ltd. | Services | Equity | 0.49% |
| Tata Steel Ltd. | Metals & Mining | Equity | 0.49% |
| LTIMindtree Ltd. | Technology | Equity | 0.48% |
| Krishna Institute of Medical Sciences Ltd | Healthcare | Equity | 0.48% |
| Jyoti CNC Automation Ltd. | Capital Goods | Equity | 0.47% |
| Arvind Fashions Ltd. | Textiles | Equity | 0.47% |
| PG Electroplast Ltd. | Capital Goods | Equity | 0.46% |
| Neogen Chemicals Ltd. | Chemicals | Equity | 0.46% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.46% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 0.45% |
| Pidilite Industries Ltd. | Chemicals | Equity | 0.45% |
| Tata Motors Ltd. | Automobile | Equity | 0.44% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.42% |
| Cipla Ltd. | Healthcare | Equity | 0.42% |
| Aadhar Housing Finance Ltd | Financial | Equity | 0.41% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.40% |
| Brigade Enterprises Ltd. | Construction | Equity | 0.38% |
| GOI | Sovereign | GOI Sec | 0.37% |
| Bank of India | Financial | Equity | 0.37% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.34% |
| REC Ltd. | Financial | Equity | 0.33% |
| ITC Ltd. | Consumer Staples | Equity | 0.32% |
| Avenue Supermarts Ltd. | Services | Equity | 0.31% |
| Awfis Space Solutions Ltd. | Services | Equity | 0.31% |
| Mphasis Ltd. | Technology | Equity | 0.29% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 0.27% |
| Voltamp Transformers Ltd. | Capital Goods | Equity | 0.27% |
| Jubilant FoodWorks Ltd. | Services | Equity | 0.26% |
| Schaeffler India Ltd. | Capital Goods | Equity | 0.26% |
| Coforge Ltd. | Technology | Equity | 0.25% |
| Kaynes Technology India Ltd. | Capital Goods | Equity | 0.25% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 0.21% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 0.18% |
| Hyundai Motor India Ltd. | Automobile | Equity | 0.17% |
| Zydus Lifesciences Ltd. | Healthcare | Equity | 0.17% |
| ITC Hotels Ltd. | Services | Equity | 0.13% |
| HCL Technologies Ltd. | Technology | Equity | 0.12% |
| Oil And Natural Gas Corporation Ltd. | Energy | Equity | 0.12% |
| Ultratech Cement Ltd. | Construction | Equity | 0.09% |
| The Indian Hotels Company Ltd. | Services | Equity | 0.09% |
| Indusind Bank Ltd. | Financial | Equity | 0.09% |
| DLF Ltd. | Construction | Equity | 0.09% |
| Anant Raj Ltd. | Construction | Equity | 0.09% |
| Nestle India Ltd. | Consumer Staples | Equity | 0.07% |
| Clean Science And Technology Ltd. | Chemicals | Equity | 0.06% |
| Bank Of Baroda | Financial | Equity | 0.06% |
| Coal India Ltd. | Energy | Equity | 0.06% |
| Titagarh Rail Systems Ltd. | Automobile | Equity | 0.04% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 0.03% |
| Supreme Industries Ltd. | Chemicals | Equity | 0.00% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +9.5% | +8.3% | +9.5% | +9.3% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 39 | 40 | -- | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Equity & Debt Fund Growth | +8.72% | +17.59% | 46,700.42 | |
JM Aggressive Hybrid Fund Growth | +0.93% | +16.18% | 651.98 | |
Edelweiss Aggressive Hybrid Fund Growth | +6.86% | +15.03% | 3,308.91 | |
UTI Aggressive Hybrid Fund Plan Growth | +6.12% | +14.72% | 6,115.27 | |
HDFC Balanced Fund Growth | +6.97% | +10.83% | 20,080.76 | |
| Compare | ||||