| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,825 | +3.04% | |
| 3 years | ₹1,80,000 | ₹2,28,794 | +27.11% | |
| 5 years | ₹3,00,000 | ₹4,50,175 | +50.06% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 6.26% |
| ICICI Bank Ltd. | Financial | Equity | 5.62% |
| Reliance Industries Ltd. | Energy | Equity | 5.12% |
| Larsen & Toubro Ltd. | Construction | Equity | 4.34% |
| Hitachi Energy India Ltd. | Capital Goods | Equity | 2.73% |
| Bharti Airtel Ltd. | Communication | Equity | 2.24% |
| ITC Ltd. | Consumer Staples | Equity | 2.23% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.19% |
| Infosys Ltd. | Technology | Equity | 2.18% |
| Tata Consultancy Services Ltd. | Technology | Equity | 1.82% |
| Bosch Ltd. | Automobile | Equity | 1.38% |
| Piramal Finance Ltd. | Financial | Debenture | 1.35% |
| TVS Motor Company Ltd. | Automobile | Equity | 1.32% |
| Bajaj Finance Ltd. | Financial | Equity | 1.26% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.22% |
| Indostar Capital Finance Ltd. | Financial | Debenture | 1.20% |
| Escorts Kubota Ltd. | Automobile | Equity | 1.19% |
| GOI | Sovereign | GOI Sec | 1.17% |
| Gujarat State | Construction | SDL | 1.17% |
| Linde India Ltd. | Chemicals | Equity | 1.14% |
| Tech Mahindra Ltd. | Technology | Equity | 1.13% |
| Bharat Heavy Electricals Ltd. | Capital Goods | Equity | 1.12% |
| State Bank of India | Financial | Equity | 1.11% |
| Yes Bank Ltd. | Financial | Equity | 1.10% |
| REC Ltd. | Financial | Debenture | 1.10% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 1.08% |
| Power Finance Corporation Ltd. | Financial | Bonds | 1.04% |
| Eternal Ltd. | Services | Equity | 0.99% |
| National Housing Bank | Financial | Bonds | 0.95% |
| Tata Motors Ltd. | Automobile | Equity | 0.94% |
| 360 One Wam Ltd. | Financial | Equity | 0.93% |
| The India Cements Ltd. | Construction | Equity | 0.93% |
| Hindustan Zinc Ltd. | Metals & Mining | Equity | 0.91% |
| Oil India Ltd. | Energy | Equity | 0.90% |
| JTEKT India Ltd. | Automobile | Equity | 0.90% |
| GOI | Sovereign | GOI Sec | 0.89% |
| Gillette India Ltd. | Consumer Staples | Equity | 0.89% |
| Persistent Systems Ltd. | Technology | Equity | 0.89% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 0.88% |
| Hero Motocorp Ltd. | Automobile | Equity | 0.86% |
| Pine Labs Ltd. | Financial | Equity | 0.85% |
| The Federal Bank Ltd. | Financial | Equity | 0.85% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 0.85% |
| Hyundai Motor India Ltd. | Automobile | Equity | 0.82% |
| Muthoot Finance Ltd. | Financial | Bonds | 0.81% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.80% |
| Export-Import Bank Of India | Financial | Bonds | 0.80% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.80% |
| GOI | Sovereign | GOI Sec | 0.79% |
| Nuvoco Vistas Corporation Ltd. | Construction | Debenture | 0.79% |
| Indostar Capital Finance Ltd. | Financial | Debenture | 0.79% |
| PB Fintech Ltd. | Services | Equity | 0.78% |
| Sansar Trust | Others | Sec. Debt | 0.78% |
| GOI | Sovereign | GOI Sec | 0.77% |
| Leela Palaces Hotels & Resorts Ltd. | Services | Equity | 0.77% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 0.77% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.76% |
| India Universal Trust AL1 | Others | Sec. Debt | 0.75% |
| GOI | Sovereign | GOI Sec | 0.74% |
| Nestle India Ltd. | Consumer Staples | Equity | 0.73% |
| NLC India Ltd. | Energy | Equity | 0.71% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 0.71% |
| Swiggy Ltd. | Services | Equity | 0.68% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 0.66% |
| HDB Financial Services Ltd. | Financial | Equity | 0.65% |
| Hindustan Petroleum Corporation Ltd. | Energy | Bonds/NCD | 0.64% |
| Indostar Capital Finance Ltd. | Financial | NCD | 0.63% |
| GOI | Sovereign | GOI Sec | 0.62% |
| Multi Commodity Exchange Of India Ltd. | Services | Futures | 0.60% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 0.59% |
| Orkla India Ltd. | Consumer Staples | Equity | 0.54% |
| GOI | Sovereign | GOI Sec | 0.52% |
| JSW Cement Ltd. | Construction | Equity | 0.51% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.47% |
| GOI | Sovereign | GOI Sec | 0.47% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.47% |
| Sagility Ltd. | Services | Equity | 0.43% |
| Pfizer Ltd. | Healthcare | Equity | 0.43% |
| Reliance Industries Ltd. | Energy | NCD | 0.41% |
| GOI | Sovereign | GOI Sec | 0.40% |
| LIC Housing Finance Ltd. | Financial | Bonds | 0.40% |
| Indian Railway Finance Corporation Ltd. | Financial | NCD | 0.40% |
| India Infradebt Ltd. | Construction | Debenture | 0.39% |
| Indian Railway Finance Corporation Ltd. | Financial | Bonds | 0.39% |
| Intelligent Supply Chain Infrastructure Trust | Construction | InvITs | 0.39% |
| GOI | Sovereign | GOI Sec | 0.39% |
| Indus Infra Trust | Construction | InvITs | 0.35% |
| GMR Airports Ltd. | Construction | Equity | 0.29% |
| National Highways Authority of India Ltd. | Services | Debenture | 0.25% |
| Reserve Bank of India | Financial | T-Bills | 0.23% |
| REC Ltd. | Financial | NCD | 0.23% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +5.9% | +15.9% | +14.4% | +14.3% |
| Category average (Hybrid Aggressive Hybrid) | +4.7% | +14.3% | +13.9% | -- |
| Rank (Hybrid Aggressive Hybrid) | 34 | 16 | 15 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Equity & Debt Fund Direct Growth | +13.59% | +19.87% | 49,640.80 | |
JM Aggressive Hybrid Fund Direct Growth | +2.26% | +19.86% | 785.33 | |
Edelweiss Aggressive Hybrid Fund Direct Growth | +8.59% | +18.36% | 3,480.41 | |
Nippon India Aggressive Hybrid Fund Direct Growth | +8.79% | +15.94% | 4,102.00 | |
Franklin India Aggressive Hybrid Fund Direct Growth | +6.01% | +15.34% | 2,379.64 | |
| Compare | ||||