| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹58,491 | -2.51% | |
| 3 years | ₹1,80,000 | ₹1,90,069 | +5.59% | |
| 5 years | ₹3,00,000 | ₹3,44,498 | +14.83% | |
| 10 years | ₹6,00,000 | ₹9,38,061 | +56.34% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 8.54% |
| Reliance Industries Ltd. | Energy | Equity | 5.30% |
| ICICI Bank Ltd. | Financial | Equity | 4.72% |
| HDFC Bank Ltd. | Financial | Equity | 4.46% |
| GOI | Sovereign | GOI Sec | 4.01% |
| State Bank of India | Financial | Equity | 3.17% |
| Infosys Ltd. | Technology | Equity | 3.02% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.82% |
| Shriram Finance Ltd | Financial | Debenture | 2.30% |
| Muthoot Finance Ltd. | Financial | Bonds | 2.27% |
| Bharti Airtel Ltd. | Communication | Equity | 2.26% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.10% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 1.88% |
| NTPC Ltd. | Energy | 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 Ltd. | Construction | Bonds | 1.18% |
| Power Finance Corporation Ltd. | Financial | Debenture | 1.13% |
| Adani Power Ltd. | Energy | Debenture | 1.12% |
| Jio Credit Ltd. | Financial | Debenture | 1.12% |
| PNB Housing Finance Ltd. | Financial | Equity | 1.12% |
| State Bank of India | Financial | Ad.Tier 2 Bnd | 1.12% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 1.00% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 0.92% |
| DOMS Industries Ltd. | Consumer Staples | Equity | 0.89% |
| Sansera Engineering Ltd. | Automobile | Equity | 0.85% |
| The Phoenix Mills Ltd. | Construction | Equity | 0.83% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 0.80% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 0.79% |
| Premier Energies Ltd. | Energy | Equity | 0.79% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 0.78% |
| Eternal Ltd. | Services | Equity | 0.78% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 0.77% |
| Tata Consultancy Services Ltd. | Technology | Equity | 0.77% |
| Tata Power Company Ltd. | Energy | Equity | 0.76% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 0.75% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.75% |
| Axis Bank Ltd. | Financial | Equity | 0.73% |
| Interglobe Aviation Ltd. | Services | Equity | 0.72% |
| JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 0.71% |
| Tech Mahindra Ltd. | Technology | Equity | 0.70% |
| Shriram Finance Ltd | Financial | Equity | 0.69% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 0.67% |
| Vijaya Diagnostic Centre Ltd. | Healthcare | Equity | 0.64% |
| Neogen Chemicals Ltd. | Chemicals | Equity | 0.63% |
| Indus Infra Trust | Construction | InvITs | 0.63% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 0.61% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.58% |
| PI Industries Ltd. | Chemicals | Equity | 0.58% |
| GOI | Sovereign | GOI Sec | 0.57% |
| TVS Holdings Ltd. | Automobile | Debenture | 0.57% |
| REC Ltd. | Financial | FRB | 0.57% |
| Aditya Birla Digital Fashion Ventures Ltd. | Services | Debenture | 0.56% |
| GOI | Sovereign | GOI Sec | 0.55% |
| Coforge Ltd. | Technology | Equity | 0.55% |
| GOI | Sovereign | GOI Sec | 0.54% |
| FSN E-Commerce Ventures Ltd. | Services | Equity | 0.52% |
| Tata Steel Ltd. | Metals & Mining | Equity | 0.50% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.49% |
| PG Electroplast Ltd. | Capital Goods | Equity | 0.49% |
| LTM Limited | Technology | Equity | 0.48% |
| Krishna Institute of Medical Sciences Ltd | Healthcare | Equity | 0.48% |
| Arvind Fashions Ltd. | Textiles | Equity | 0.48% |
| Kaynes Technology India Ltd. | Capital Goods | Equity | 0.47% |
| Jyoti CNC Automation Ltd. | Capital Goods | Equity | 0.46% |
| Pidilite Industries Ltd. | Chemicals | Equity | 0.46% |
| Awfis Space Solutions Ltd. | Services | Equity | 0.45% |
| Tata Motors Ltd. | Automobile | Equity | 0.43% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.43% |
| Brigade Enterprises Ltd. | Construction | Equity | 0.43% |
| Aadhar Housing Finance Ltd | Financial | Equity | 0.42% |
| Cipla Ltd. | Healthcare | Equity | 0.42% |
| REC Ltd. | Financial | Equity | 0.36% |
| GOI | Sovereign | GOI Sec | 0.35% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.35% |
| Avenue Supermarts Ltd. | Services | Equity | 0.34% |
| Voltamp Transformers Ltd. | Capital Goods | Equity | 0.34% |
| ITC Ltd. | Consumer Staples | Equity | 0.32% |
| The Indian Hotels Company Ltd. | Services | Equity | 0.31% |
| Mphasis Ltd. | Technology | Equity | 0.30% |
| Jubilant FoodWorks Ltd. | Services | Equity | 0.29% |
| Schaeffler India Ltd. | Capital Goods | Equity | 0.26% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 0.23% |
| Union Bank of India | Financial | Equity | 0.22% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.22% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 0.21% |
| Bank of India | Financial | Equity | 0.20% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 0.18% |
| Hyundai Motor India Ltd. | Automobile | Equity | 0.17% |
| Zydus Lifesciences Ltd. | Healthcare | Equity | 0.16% |
| ITC Hotels Ltd. | Services | Equity | 0.14% |
| Oil And Natural Gas Corporation Ltd. | Energy | Equity | 0.12% |
| HCL Technologies Ltd. | Technology | Equity | 0.10% |
| Indusind Bank Ltd. | Financial | Equity | 0.10% |
| Ultratech Cement Ltd. | Construction | Equity | 0.10% |
| DLF Ltd. | Construction | Equity | 0.09% |
| Nestle India Ltd. | Consumer Staples | Equity | 0.09% |
| Clean Science And Technology Ltd. | Chemicals | Equity | 0.07% |
| Bank Of Baroda | Financial | Equity | 0.06% |
| Computer Age Management Services Ltd. | Services | Equity | 0.06% |
| Coal India Ltd. | Energy | Equity | 0.06% |
| Titagarh Rail Systems Ltd. | Automobile | Equity | 0.05% |
| Exide Industries Ltd. | Capital Goods | Equity | 0.05% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 0.03% |
| Supreme Industries Ltd. | Chemicals | Equity | 0.00% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +8.5% | +8.0% | +9.4% | +9.3% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 37 | 39 | -- | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Equity & Debt Fund Growth | +2.38% | +16.59% | 50,367.73 | |
JM Aggressive Hybrid Fund Growth | -2.80% | +15.95% | 701.44 | |
SBI Equity Hybrid Fund Growth | +3.29% | +13.45% | 83,353.48 | |
UTI Aggressive Hybrid Fund Plan Growth | -1.02% | +13.35% | 6,524.13 | |
HDFC Balanced Fund Growth | +6.97% | +10.83% | 20,080.76 | |
| Compare | ||||