| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹29,783 | -0.72% | |
| 1 year | ₹60,000 | ₹59,414 | -0.98% | |
| 3 years | ₹1,80,000 | ₹1,94,637 | +8.13% | |
| 5 years | ₹3,00,000 | ₹3,73,998 | +24.67% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd | Financial | Equity | 5.16% |
| HDFC Bank Ltd | Financial | Equity | 4.73% |
| Hitachi Energy India Ltd | Industrials | Equity | 4.37% |
| Others CBLO | Unspecified | CBLO | 4.37% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 4.23% |
| Larsen & Toubro Ltd | Industrials | Equity | 3.96% |
| Bharti Airtel Ltd | Technology | Equity | 2.13% |
| Zomato Ltd | Technology | Equity | 1.98% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 1.96% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 1.72% |
| Infosys Ltd | Technology | Equity | 1.62% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 1.61% |
| Bosch Ltd | Consumer Discretionary | Equity | 1.54% |
| Tata Consultancy Services Ltd | Technology | Equity | 1.53% |
| State Bank of India | Financial | Equity | 1.48% |
| Linde India Ltd | Materials | Equity | 1.45% |
| Bajaj Finance Ltd | Financial | Equity | 1.39% |
| Dewan Housing Finance Corporation Ltd Debenture 6.75 26/09/2031 | Financial | Debenture | 1.33% |
| Oil India Ltd | Energy & Utilities | Equity | 1.32% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 1.28% |
| ITC Ltd | Consumer Staples | Equity | 1.21% |
| EXPORT IMPORT BANK OF INDIA SR AA02 7.35 BD 27JL28 FVRS1LAC | Financial | Bonds | 1.20% |
| Tech Mahindra Ltd | Technology | Equity | 1.19% |
| The Federal Bank Ltd | Financial | Equity | 1.16% |
| Yes Bank Ltd | Financial | Equity | 1.10% |
| Bharat Electronics Ltd | Industrials | Equity | 1.06% |
| 7.92% India Infradebt Limited (23/12/2031) | Industrials | Non Convertible Debenture | 1.04% |
| BHARTI TELECOM LIMITED SR XXVII 7.30 NCD 01DC27 FVRS1LAC | Technology | Debenture | 1.03% |
| Escorts Kubota Ltd | Industrials | Equity | 0.98% |
| GOVERNMENT OF INDIA 36185 GOI 07JL40 6.68 FV RS 100 | Entities | GOI Securities | 0.97% |
| Manorama Industries Ltd | Consumer Staples | Equity | 0.96% |
| Tata Motors Ltd | Industrials | Equity | 0.94% |
| Hindustan Zinc Ltd | Materials | Equity | 0.93% |
| PB Fintech Ltd | Financial | Equity | 0.92% |
| JTEKT India Ltd | Consumer Discretionary | Equity | 0.91% |
| IIFL Wealth Management Ltd | Financial | Equity | 0.90% |
| GOVERNMENT OF INDIA 31719 GOI 20JU27 7.38 FV RS 100 | Entities | GOI Securities | 0.89% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR IX 7.39 BD 21MR30 FVRS1LAC | Financial | Bonds | 0.88% |
| Persistent Systems Ltd | Technology | Equity | 0.88% |
| Titan Company Ltd | Consumer Discretionary | Equity | 0.88% |
| Nestle India Ltd | Consumer Staples | Equity | 0.87% |
| NLC India Ltd | Energy & Utilities | Equity | 0.86% |
| Schloss Bangalore Ltd. | Consumer Discretionary | Equity | 0.85% |
| Gillette India Ltd | Consumer Staples | Equity | 0.82% |
| The India Cements Ltd | Materials | Equity | 0.82% |
| STATE DEVELOPMENT LOAN 22967 MH 08AP30 7.83 FV RS 100 | Unspecified | State Development Loan | 0.82% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 0.81% |
| CENTRAL GOVERNMENT LOAN 30950 GOI 15NV26 5.74 FV RS 100 | Entities | GOI Securities | 0.80% |
| BAJAJ HOUSING FINANCE LIMITED 7.7 NCD 21MY27 FVRS10LAC | Financial | Bonds | 0.80% |
| MUTHOOT FINANCE LIMITED 8.85 NCD 30JN29 FVRS1LAC | Financial | Bonds | 0.80% |
| NUVOCO VISTAS CORPORATION LIMITED 7.7 NCD 18SP28 FVRS1LAC | Materials | Debenture | 0.79% |
| REC LIMITED SR 248A 6.52 BD 31JN28 FVRS1LAC | Financial | Debenture | 0.79% |
| GOVERNMENT OF INDIA 36320 GOI 18AG55 7.24 FV RS 100 | Entities | GOI Securities | 0.78% |
| UNION BANK OF INDIA CD 02MAR27 | Financial | Certificate of Deposit | 0.77% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.77% |
| GOVERNMENT OF INDIA 34733 GOI 05AG54 7.09 FV RS 100 | Entities | GOI Securities | 0.77% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 0.76% |
| INDIA UNIVERSAL TRUST AL1 SERIES A3 PTC 25SEP24 | Unspecified | Securitised Debt | 0.74% |
| TATA CAPITAL LIMITED EQ | Financial | Equity | 0.74% |
| Indusind Bank Ltd | Financial | Equity | 0.73% |
| Cochin Shipyard Ltd | Industrials | Equity | 0.72% |
| MUTHOOT FINANCE LIMITED 8.78 NCD 20MY27 FVRS1LAC | Financial | Debenture | 0.72% |
| BHARTI TELECOM LIMITED SR XXV 7.35 NCD 15OT27 FVRS1LAC | Technology | Debenture | 0.71% |
| Varun Beverages Ltd | Consumer Staples | Equity | 0.70% |
| Amagi Media Labs Ltd. | Technology | Equity | 0.67% |
| HINDUSTAN PETROLEUM CORPORATION LIMITED SR I 7.74 NCD 02MR28 FVRS1LAC | Energy & Utilities | Bonds/NCDs | 0.65% |
| Life Insurance Corporation of India | Financial | Equity | 0.64% |
| Bharat Highways InvIT | Industrials | Infrastructure Investment Trust | 0.64% |
| Power Grid Corporation of India Ltd | Energy & Utilities | Equity | 0.58% |
| JSW Cement Ltd. | Materials | Equity | 0.57% |
| Pine Labs Ltd. | Technology | Equity | 0.50% |
| Sagility India Ltd. | Industrials | Equity | 0.50% |
| Orkla India Ltd. | Consumer Staples | Equity | 0.48% |
| CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD 7.5 CCD 30SP26 FVRS1LAC | Financial | Debenture | 0.48% |
| Mahanagar Gas Ltd | Energy & Utilities | Equity | 0.48% |
| Pfizer Ltd | Healthcare | Equity | 0.45% |
| Net Receivables | Unspecified | Net Receivables | 0.44% |
| GOVERNMENT OF INDIA 34587 GOI 18JU31 7.02 FV RS 100 | Entities | GOI Securities | 0.41% |
| Maharashtra State SDL 7.78 27/10/2030 | Unspecified | State Development Loan | 0.41% |
| RELIANCE INDUSTRIES LIMITED SERIES H 8.95 NCD 09NV28 FVRS10LAC | Energy & Utilities | Debenture | 0.41% |
| Tata Power Company Ltd | Energy & Utilities | Equity | 0.41% |
| LARSEN AND TOUBRO LIMITED 7.725 NCD 28AP28 FVRS1LAC | Industrials | Bonds/NCDs | 0.40% |
| TORRENT PHARMACEUTICALS LTD SR 1 7.45 NCD 19JN28 FVRS1LAC | Healthcare | Debenture | 0.40% |
| REC LIMITED SR 223B 7.46 BD 30JU28 FVRS1LAC | Financial | Debenture | 0.40% |
| NATIONAL HOUSING BANK 7.59 BD 14JL27 FVRS1LAC | Financial | Debenture | 0.36% |
| Fractal Analytics Ltd. | Technology | Equity | 0.35% |
| PTC SANSAR TRUST (AUGUST 24 V) 25/09/2029(SANSAR TRUST)** | Unspecified | Securitised Debt | 0.31% |
| PNB HOUSING FINANCE LIMITED SR LXV 8.15 NCD 29JL27 FVRS1LAC | Financial | Debenture | 0.24% |
| GOVERNMENT OF INDIA 35031 GOI 07OT34 6.79 FV RS 100 | Entities | GOI Securities | 0.24% |
| GMR Airports Infrastructure Ltd | Industrials | Equity | 0.23% |
| 364 Days T Bill 04-02-2027 | Financial | Treasury Bills | 0.23% |
| Divi's Laboratories Ltd | Healthcare | Equity | 0.12% |
| Raajmarg Infra Investment Trust | Industrials | Infrastructure Investment Trust | 0.07% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +3.0% | +11.0% | +9.9% | +11.7% |
| Category average (Hybrid Aggressive Hybrid) | +4.7% | +14.3% | +13.9% | -- |
| Rank (Hybrid Aggressive Hybrid) | 26 | 22 | 20 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
| +14.87% | +17.37% | 1,840.69 | ||
| +3.62% | +14.47% | 52,432.51 | ||
| +4.58% | +13.24% | 3,907.28 | ||
| +3.04% | +13.00% | 703.72 | ||
| +6.97% | +10.83% | 20,080.76 | ||
| Compare | ||||