| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹58,577 | -2.37% | |
| 3 years | ₹1,80,000 | ₹1,89,098 | +5.05% | |
| 5 years | ₹3,00,000 | ₹3,43,246 | +14.42% | |
| 10 years | ₹6,00,000 | ₹9,33,904 | +55.65% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOVERNMENT OF INDIA 34208 GOI 08AP34 7.1 FV RS 100 | Entities | GOI Securities | 8.54% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 5.30% |
| ICICI Bank Ltd | Financial | Equity | 4.72% |
| HDFC Bank Ltd | Financial | Equity | 4.46% |
| GOI Sec 7.18 14/08/2033 | Entities | GOI Securities | 4.01% |
| State Bank of India | Financial | Equity | 3.17% |
| Infosys Ltd | Technology | Equity | 3.02% |
| Larsen & Toubro Ltd | Industrials | Equity | 2.82% |
| SHRIRAM FINANCE LIMITED SR PPD VIII OP 2 TR6 8.55 NCD 28AP28 FVRS1LAC | Financial | Debenture | 2.30% |
| MUTHOOT FINANCE LIMITED SR 28-A OP I 8.40 NCD 28AG28 FVRS1LAC | Financial | Bonds | 2.27% |
| Bharti Airtel Ltd | Technology | Equity | 2.26% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 2.10% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 1.88% |
| NTPC Ltd | Energy & Utilities | Equity | 1.84% |
| Bajaj Finance Ltd | Financial | Equity | 1.77% |
| Divi's Laboratories Ltd | Healthcare | Equity | 1.36% |
| Fortis Healthcare Ltd | Healthcare | Equity | 1.26% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 1.18% |
| GMR AIRPORTS LIMITED 5 BD 13FB27 FVRS1LAC | Industrials | Bonds | 1.18% |
| POWER FINANCE CORPORATION LTD. SR 223 7.64 BD 22FB33 FVRS1LAC | Financial | Debenture | 1.13% |
| ADANI POWER LIMITED SR II 8.20 NCD 25JN29 FVRS1LAC | Energy & Utilities | Debenture | 1.12% |
| JIO FINANCE LIMITED SR 1 7.19 NCD 15MR28 FVRS1LAC | Financial | Debenture | 1.12% |
| PNB Housing Finance Ltd | Financial | Equity | 1.12% |
| STATE BANK OF INDIA SR I 6.80 BD 21AG35 FVRS10LAC | Financial | Additional Tier 2 Bond | 1.12% |
| CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD 7.5 CCD 30SP26 FVRS1LAC | Financial | Debenture | 1.00% |
| Others CBLO | Unspecified | CBLO | 0.98% |
| Varun Beverages Ltd | Consumer Staples | Equity | 0.92% |
| DOMS Industries Ltd. | Industrials | Equity | 0.89% |
| Sansera Engineering Ltd | Consumer Discretionary | Equity | 0.85% |
| Phoenix Mills Ltd | Real Estate | Equity | 0.83% |
| Samvardhana Motherson International Ltd | Consumer Discretionary | Equity | 0.80% |
| Titan Company Ltd | Consumer Discretionary | Equity | 0.79% |
| Premier Energies Ltd. | Energy & Utilities | Equity | 0.79% |
| HDFC Life Insurance Co Ltd | Financial | Equity | 0.78% |
| Zomato Ltd | Technology | Equity | 0.78% |
| Britannia Industries Ltd | Consumer Staples | Equity | 0.77% |
| Tata Consultancy Services Ltd | Technology | Equity | 0.77% |
| Tata Power Company Ltd | Energy & Utilities | Equity | 0.76% |
| CG Power & Industrial Solutions Ltd | Industrials | Equity | 0.75% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 0.75% |
| Axis Bank Ltd | Financial | Equity | 0.73% |
| Interglobe Aviation Ltd | Industrials | Equity | 0.72% |
| JB Chemicals & Pharmaceuticals Ltd | Healthcare | Equity | 0.71% |
| Tech Mahindra Ltd | Technology | Equity | 0.70% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 0.69% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 0.67% |
| Vijaya Diagnostic Centre Ltd | Healthcare | Equity | 0.64% |
| Neogen Chemicals Ltd | Materials | Equity | 0.63% |
| Bharat Highways InvIT | Industrials | Infrastructure Investment Trust | 0.63% |
| Net Receivables | Unspecified | Net Receivables | 0.63% |
| SBI Life Insurance Company Ltd | Financial | Equity | 0.61% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 0.58% |
| PI Industries Ltd | Materials | Equity | 0.58% |
| GOVERNMENT OF INDIA 32584 GOI 06FB33 7.26 FV RS 100 | Entities | GOI Securities | 0.57% |
| TVS HOLDINGS LIMITED 8.65 NCD 07JU29 FVRS1LAC | Consumer Discretionary | Debenture | 0.57% |
| REC LIMITED SR 220-B 7.69 BD 31MR33 FVRS1LAC | Financial | Floating Rate Bond | 0.57% |
| ADITYA BIRLA DIGITAL FASHION VENTURES LIMITED 8.80 NCD 26AG27 FVRS1LAC | Consumer Discretionary | Debenture | 0.56% |
| CENTRAL GOVERNMENT LOAN 30581 GOI 12JL31 6.1 FV RS 100 | Entities | GOI Securities | 0.55% |
| Coforge Ltd | Technology | Equity | 0.55% |
| CENTRAL GOVERNMENT LOAN 23202 GOI 16SP34 6.19 FV RS 100 | Entities | GOI Securities | 0.54% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | Equity | 0.52% |
| Tata Steel Ltd | Materials | Equity | 0.50% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 0.49% |
| PG Electroplast Ltd | Industrials | Equity | 0.49% |
| LTIMindtree Ltd | Technology | Equity | 0.48% |
| Krishna Institute Of Medical Sciences Ltd | Healthcare | Equity | 0.48% |
| Arvind Fashions Ltd | Consumer Discretionary | Equity | 0.48% |
| Kaynes Technology India Ltd | Industrials | Equity | 0.47% |
| Jyoti CNC Automation Ltd. | Industrials | Equity | 0.46% |
| Pidilite Industries Ltd | Materials | Equity | 0.46% |
| Awfis Space Solutions Ltd. | Industrials | Equity | 0.45% |
| Tata Motors Ltd | Industrials | Equity | 0.43% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 0.43% |
| Brigade Enterprises Ltd | Real Estate | Equity | 0.43% |
| DHFL VYSYA HOUSING FINANCE LIMITED EQ | Financial | Equity | 0.42% |
| Cipla Ltd | Healthcare | Equity | 0.42% |
| REC Ltd | Financial | Equity | 0.36% |
| CENTRAL GOVERNMENT LOAN 21658 GOI 17JU33 7.57 FV RS 100 | Entities | GOI Securities | 0.35% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 0.35% |
| Avenue Supermarts Ltd | Consumer Staples | Equity | 0.34% |
| Voltamp Transformers Ltd | Industrials | Equity | 0.34% |
| ITC Ltd | Consumer Staples | Equity | 0.32% |
| The Indian Hotels Company Ltd | Consumer Discretionary | Equity | 0.31% |
| Mphasis Ltd | Technology | Equity | 0.30% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 0.29% |
| Schaeffler India Ltd | Industrials | Equity | 0.26% |
| Hindalco Industries Ltd | Materials | Equity | 0.23% |
| Union Bank of India | Financial | Equity | 0.22% |
| Bharat Electronics Ltd | Industrials | Equity | 0.22% |
| GE T&D India Ltd | Industrials | Equity | 0.21% |
| Bank of India | Financial | Equity | 0.20% |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | Equity | 0.18% |
| Hyundai Motor India Ltd. | Consumer Discretionary | Equity | 0.17% |
| Zydus Lifesciences Ltd | Healthcare | Equity | 0.16% |
| ITC Hotels Ltd | Consumer Discretionary | Equity | 0.14% |
| Oil & Natural Gas Corporation Ltd | Energy & Utilities | Equity | 0.12% |
| HCL Technologies Ltd | Technology | Equity | 0.10% |
| Indusind Bank Ltd | Financial | Equity | 0.10% |
| Ultratech Cement Ltd | Materials | Equity | 0.10% |
| DLF Ltd | Real Estate | Equity | 0.09% |
| Nestle India Ltd | Consumer Staples | Equity | 0.09% |
| Clean Science And Technology Ltd | Materials | Equity | 0.07% |
| Bank Of Baroda | Financial | Equity | 0.06% |
| Computer Age Management Services Ltd | Financial | Equity | 0.06% |
| Coal India Ltd | Materials | Equity | 0.06% |
| Titagarh Wagons Ltd | Industrials | Equity | 0.05% |
| Exide Industries Ltd | Consumer Discretionary | Equity | 0.05% |
| Power Grid Corporation of India Ltd | Energy & Utilities | Equity | 0.03% |
| Supreme Industries Ltd | Materials | Equity | 0.00% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +8.1% | +6.9% | +9.2% | +9.2% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 37 | 39 | -- | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
| +5.55% | +19.29% | 1,481.51 | ||
| +1.89% | +15.80% | 50,367.73 | ||
| -4.24% | +14.02% | 701.44 | ||
| -1.47% | +12.57% | 6,524.13 | ||
| +6.97% | +10.83% | 20,080.76 | ||
| Compare | ||||