| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹28,421 | -5.26% | |
| 1 year | ₹60,000 | ₹56,943 | -5.10% | |
| 3 years | ₹1,80,000 | ₹1,88,263 | +4.59% | |
| 5 years | ₹3,00,000 | ₹3,61,349 | +20.45% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 5.06% |
| Reliance Industries Ltd. | Energy | Equity | 4.75% |
| ICICI Bank Ltd. | Financial | Equity | 4.74% |
| Hitachi Energy India Ltd. | Capital Goods | Equity | 3.96% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.85% |
| GOI | Sovereign | GOI Sec | 3.65% |
| Bharti Airtel Ltd. | Communication | Equity | 2.10% |
| Infosys Ltd. | Technology | Equity | 1.97% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 1.94% |
| Tata Consultancy Services Ltd. | Technology | Equity | 1.67% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.66% |
| Eternal Ltd. | Services | Equity | 1.64% |
| Linde India Ltd. | Chemicals | Equity | 1.55% |
| State Bank of India | Financial | Equity | 1.54% |
| Oil India Ltd. | Energy | Equity | 1.49% |
| Piramal Finance Ltd. | Financial | Debenture | 1.45% |
| ITC Ltd. | Consumer Staples | Equity | 1.36% |
| TVS Motor Company Ltd. | Automobile | Equity | 1.32% |
| Indostar Capital Finance Ltd. | Financial | Debenture | 1.32% |
| REC Ltd. | Financial | Debenture | 1.31% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 1.20% |
| Bosch Ltd. | Automobile | Equity | 1.17% |
| Bajaj Finance Ltd. | Financial | Equity | 1.13% |
| Power Finance Corporation Ltd. | Financial | Bonds | 1.13% |
| Tech Mahindra Ltd. | Technology | Equity | 1.09% |
| Bharat Heavy Electricals Ltd. | Capital Goods | Equity | 1.06% |
| Tata Motors Ltd. | Automobile | Equity | 0.99% |
| GOI | Sovereign | GOI Sec | 0.98% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 0.96% |
| Yes Bank Ltd. | Financial | Equity | 0.95% |
| Escorts Kubota Ltd. | Automobile | Equity | 0.95% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 0.95% |
| Hindustan Zinc Ltd. | Metals & Mining | Equity | 0.95% |
| The Federal Bank Ltd. | Financial | Equity | 0.92% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 0.89% |
| Muthoot Finance Ltd. | Financial | Bonds | 0.88% |
| Indostar Capital Finance Ltd. | Financial | Debenture | 0.88% |
| GOI | Sovereign | GOI Sec | 0.87% |
| Export-Import Bank Of India | Financial | Bonds | 0.87% |
| Nuvoco Vistas Corporation Ltd. | Construction | Debenture | 0.86% |
| REC Ltd. | Financial | Debenture | 0.86% |
| Gillette India Ltd. | Consumer Staples | Equity | 0.85% |
| Persistent Systems Ltd. | Technology | Equity | 0.84% |
| Hero Motocorp Ltd. | Automobile | Equity | 0.84% |
| NLC India Ltd. | Energy | Equity | 0.84% |
| JTEKT India Ltd. | Automobile | Equity | 0.83% |
| Multi Commodity Exchange Of India Ltd. | Services | Futures | 0.82% |
| 360 One Wam Ltd. | Financial | Equity | 0.82% |
| GOI | Sovereign | GOI Sec | 0.82% |
| India Universal Trust AL1 | Others | Sec. Debt | 0.82% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.82% |
| Union Bank of India | Financial | CD | 0.82% |
| GOI | Sovereign | GOI Sec | 0.81% |
| The India Cements Ltd. | Construction | Equity | 0.81% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.78% |
| Leela Palaces Hotels & Resorts Ltd. | Services | Equity | 0.77% |
| GOI | Sovereign | GOI Sec | 0.77% |
| Nestle India Ltd. | Consumer Staples | Equity | 0.74% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 0.74% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 0.71% |
| Hyundai Motor India Ltd. | Automobile | Equity | 0.70% |
| Hindustan Petroleum Corporation Ltd. | Energy | Bonds/NCD | 0.70% |
| Tata Capital Ltd. | Financial | Equity | 0.67% |
| PB Fintech Ltd. | Services | Equity | 0.67% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 0.66% |
| Power Grid Corporation Of India Ltd. | Energy | Futures | 0.66% |
| Indusind Bank Ltd. | Financial | Equity | 0.65% |
| Pine Labs Ltd. | Financial | Equity | 0.61% |
| Sansar Trust | Others | Sec. Debt | 0.61% |
| Orkla India Ltd. | Consumer Staples | Equity | 0.55% |
| JSW Cement Ltd. | Construction | Equity | 0.52% |
| Sagility Ltd. | Services | Equity | 0.50% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.50% |
| Pfizer Ltd. | Healthcare | Equity | 0.48% |
| Tata Power Company Ltd. | Energy | Equity | 0.45% |
| Reliance Industries Ltd. | Energy | NCD | 0.45% |
| NTPC Ltd. | Energy | NCD | 0.44% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.44% |
| GOI | Sovereign | GOI Sec | 0.44% |
| Mahanagar Gas Ltd. | Energy | Equity | 0.44% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.43% |
| GOI | Sovereign | GOI Sec | 0.43% |
| Indus Infra Trust | Construction | InvITs | 0.41% |
| Amagi Media Labs Ltd. | Technology | Equity | 0.35% |
| GOI | Sovereign | GOI Sec | 0.33% |
| GMR Airports Ltd. | Construction | Equity | 0.26% |
| Reserve Bank of India | Financial | T-Bills | 0.25% |
| Karnataka State | Others | SDL | 0.22% |
| GOI | Sovereign | GOI Sec | 0.21% |
| GOI | Sovereign | GOI Sec | 0.18% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 0.09% |
| Fractal Analytics Ltd. | Technology | Equity | 0.08% |
| Raajmarg Infra Investment Trust | Construction | InvITs | 0.07% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +3.3% | +13.8% | +12.1% | +11.9% |
| Category average (Hybrid Aggressive Hybrid) | +4.7% | +14.3% | +13.9% | -- |
| Rank (Hybrid Aggressive Hybrid) | 23 | 21 | 19 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Equity & Debt Fund Growth | +5.23% | +18.52% | 46,700.42 | |
JM Aggressive Hybrid Fund Growth | -1.98% | +17.13% | 651.98 | |
Edelweiss Aggressive Hybrid Fund Growth | +3.50% | +15.96% | 3,308.91 | |
UTI Aggressive Hybrid Fund Plan Growth | +1.85% | +15.18% | 6,115.27 | |
HDFC Balanced Fund Growth | +6.97% | +10.83% | 20,080.76 | |
| Compare | ||||