| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹30,211 | +0.70% | |
| 1 year | ₹60,000 | ₹61,494 | +2.49% | |
| 3 years | ₹1,80,000 | ₹2,10,095 | +16.72% | |
| 5 years | ₹3,00,000 | ₹4,01,519 | +33.84% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Small Industries Devp. Bank of India Ltd. | Financial | NCD | 7.39% |
| ICICI Bank Ltd. | Financial | Equity | 5.63% |
| HDFC Bank Ltd. | Financial | Equity | 4.58% |
| Reliance Industries Ltd. | Energy | Equity | 3.88% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 3.83% |
| NTPC Ltd. | Energy | Equity | 3.83% |
| State Bank of India | Financial | Equity | 2.95% |
| Infosys Ltd. | Technology | Equity | 2.58% |
| JSW Steel Ltd. | Metals & Mining | Equity | 2.03% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.03% |
| Eternal Ltd. | Services | Equity | 1.92% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.77% |
| Axis Bank Ltd. | Financial | Equity | 1.74% |
| Ultratech Cement Ltd. | Construction | Equity | 1.71% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 1.68% |
| Bajaj Finserv Ltd. | Financial | Equity | 1.61% |
| Bharti Airtel Ltd. | Communication | Equity | 1.61% |
| GOI | Sovereign | GOI Sec | 1.60% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 1.42% |
| One97 Communications Ltd. | Services | Equity | 1.33% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 1.29% |
| Bajaj Housing Finance Ltd. | Financial | Debenture | 1.28% |
| GOI | Sovereign | GOI Sec | 1.26% |
| Sundaram Finance Ltd. | Financial | CP | 1.23% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 1.15% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 1.12% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 1.03% |
| Astrazeneca Pharma India Ltd. | Healthcare | Equity | 0.98% |
| MTAR Technologies Ltd. | Capital Goods | Equity | 0.95% |
| Honasa Consumer Ltd. | Consumer Staples | Equity | 0.88% |
| Shriram Finance Ltd | Financial | Equity | 0.86% |
| Prestige Estates Projects Ltd. | Construction | Equity | 0.85% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.85% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 0.84% |
| Jubilant Ingrevia Ltd. | Chemicals | Equity | 0.82% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 0.82% |
| Eicher Motors Ltd. | Automobile | Equity | 0.80% |
| Bajaj Auto Ltd. | Automobile | Equity | 0.77% |
| Tech Mahindra Ltd. | Technology | Equity | 0.77% |
| Tube Investments Of India Ltd. | Automobile | Equity | 0.75% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 0.73% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.73% |
| Poonawalla Fincorp Ltd. | Financial | Equity | 0.71% |
| SJS Enterprises Ltd. | Automobile | Equity | 0.70% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 0.67% |
| Dr. Agarwal's Health Care Ltd. | Healthcare | Equity | 0.66% |
| RBL Bank Ltd. | Financial | Equity | 0.65% |
| The Indian Hotels Company Ltd. | Services | Equity | 0.64% |
| Vedanta Ltd. | Metals & Mining | Equity | 0.64% |
| ITC Ltd. | Consumer Staples | Equity | 0.64% |
| Anthem Biosciences Ltd. | Healthcare | Equity | 0.63% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Equity | 0.61% |
| Godrej Properties Ltd. | Construction | Equity | 0.59% |
| Coforge Ltd. | Technology | Equity | 0.59% |
| Glenmark Pharmaceuticals Ltd. | Healthcare | Equity | 0.58% |
| Vishal Mega Mart Ltd. | Services | Equity | 0.56% |
| Ather Energy Ltd. | Automobile | Equity | 0.55% |
| REC Ltd. | Financial | NCD | 0.52% |
| Bharti Hexacom Ltd. | Communication | Equity | 0.51% |
| Pearl Global Industries Ltd. | Textiles | Equity | 0.50% |
| Small Industries Devp. Bank of India Ltd. | Financial | CD | 0.50% |
| Canara HSBC Life Insurance Company Ltd. | Insurance | Equity | 0.49% |
| KFin Technologies Ltd. | Financial | Equity | 0.49% |
| Cummins India Ltd. | Capital Goods | Equity | 0.49% |
| The Great Eastern Shipping Company Ltd. | Energy | Equity | 0.48% |
| Amagi Media Labs Ltd. | Technology | Equity | 0.48% |
| Craftsman Automation Ltd. | Automobile | Equity | 0.48% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.44% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 0.44% |
| Trent Ltd. | Services | Equity | 0.42% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 0.42% |
| Pidilite Industries Ltd. | Chemicals | Equity | 0.41% |
| Sterlite Technologies Ltd. | Communication | Equity | 0.39% |
| Power Mech Projects Ltd. | Construction | Equity | 0.37% |
| Tilaknagar Industries Ltd. | Consumer Staples | Equity | 0.36% |
| Indian Oil Corporation Ltd. | Energy | Equity | 0.36% |
| E2E Networks Ltd. | Technology | Equity | 0.35% |
| Aadhar Housing Finance Ltd | Financial | NCD | 0.31% |
| Nestle India Ltd. | Consumer Staples | Equity | 0.31% |
| Godrej Housing Finance Ltd. | Financial | NCD | 0.31% |
| Tata Communications Ltd. | Communication | Equity | 0.30% |
| Affle 3I Ltd. | Technology | Equity | 0.28% |
| Adani Energy Solutions Ltd. | Energy | Equity | 0.28% |
| Malco Energy Ltd. | Metals & Mining | Equity | 0.28% |
| Vedanta Power Ltd. | Capital Goods | Equity | 0.28% |
| Vedanta Aluminium Metal Ltd. | Metals & Mining | Equity | 0.28% |
| Vedanta Iron And Steel Ltd. | Metals & Mining | Equity | 0.28% |
| Ethos Ltd. | Services | Equity | 0.27% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 0.26% |
| Greenply Industries Ltd. | Consumer Staples | Equity | 0.23% |
| PG Electroplast Ltd. | Capital Goods | Equity | 0.20% |
| Maharashtra State | Others | SDL | 0.08% |
| Madhya Pradesh State | Others | SDL | 0.07% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 0.06% |
| GOI | Sovereign | GOI Sec | 0.05% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +5.4% | +14.2% | +12.8% | +10.9% |
| Category average (Hybrid Aggressive Hybrid) | +4.7% | +14.3% | +13.9% | -- |
| Rank (Hybrid Aggressive Hybrid) | 5 | 9 | 11 | -- |
| 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 | ||||