| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹57,418 | -4.30% | |
| 3 years | ₹1,80,000 | ₹1,86,750 | +3.75% | |
| 5 years | ₹3,00,000 | ₹3,39,306 | +13.10% | |
| 10 years | ₹6,00,000 | ₹9,80,063 | +63.34% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 7.55% |
| Eternal Ltd. | Services | Equity | 5.93% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 5.36% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 4.73% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 4.63% |
| Bharti Airtel Ltd. | Communication | Equity | 4.59% |
| State Bank of India | Financial | Equity | 4.56% |
| Bajaj Finance Ltd. | Financial | Equity | 4.14% |
| Torrent Power Ltd. | Energy | Equity | 4.13% |
| PB Fintech Ltd. | Services | Equity | 3.83% |
| HDFC Bank Ltd. | Financial | Equity | 3.38% |
| Axis Bank Ltd. | Financial | Equity | 3.26% |
| Infosys Ltd. | Technology | Equity | 3.26% |
| Apar Industries Ltd. | Consumer Staples | Equity | 3.24% |
| Pidilite Industries Ltd. | Chemicals | Equity | 3.00% |
| Cummins India Ltd. | Capital Goods | Equity | 2.93% |
| Interglobe Aviation Ltd. | Services | Equity | 2.89% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 2.73% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 2.63% |
| Reliance Industries Ltd. | Energy | Equity | 2.59% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.34% |
| Mankind Pharma Ltd. | Healthcare | Equity | 2.33% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 2.15% |
| United Spirits Ltd. | Consumer Staples | Equity | 1.96% |
| Trent Ltd. | Services | Equity | 1.82% |
| Hyundai Motor India Ltd. | Automobile | Equity | 1.68% |
| Larsen & Toubro Ltd. | Construction | Equity | 1.00% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +9.6% | +7.1% | +12.4% | +12.9% |
| Category average (Equity Flexi Cap) | +16.0% | +15.6% | +13.5% | -- |
| Rank (Equity Flexi Cap) | 66 | 53 | 27 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
JM Flexicap Fund Direct Plan Growth | -2.28% | +19.49% | 5,040.51 | |
HDFC Flexi Cap Direct Plan Growth | -0.40% | +18.59% | 1,00,479.23 | |
HSBC Flexi Cap Fund Direct Growth | +3.86% | +18.52% | 5,405.12 | |
Parag Parikh Flexi Cap Fund Direct Growth | +0.72% | +16.88% | 1,40,949.13 | |
Franklin India Flexi Cap Fund Direct Growth | -4.71% | +15.57% | 19,049.25 | |
| Compare | ||||