| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹31,182 | +3.94% | |
| 1 year | ₹60,000 | ₹61,380 | +2.30% | |
| 3 years | ₹1,80,000 | ₹2,22,952 | +23.86% | |
| 5 years | ₹3,00,000 | ₹4,30,050 | +43.35% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 5.63% |
| ICICI Bank Ltd. | Financial | Equity | 4.96% |
| Larsen & Toubro Ltd. | Construction | Equity | 4.62% |
| Reliance Industries Ltd. | Energy | Equity | 4.52% |
| Hitachi Energy India Ltd. | Capital Goods | Equity | 3.83% |
| GOI | Sovereign | GOI Sec | 3.41% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.09% |
| Bharti Airtel Ltd. | Communication | Equity | 2.03% |
| Infosys Ltd. | Technology | Equity | 1.78% |
| State Bank of India | Financial | Equity | 1.73% |
| Eternal Ltd. | Services | Equity | 1.62% |
| Tata Consultancy Services Ltd. | Technology | Equity | 1.52% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.50% |
| TVS Motor Company Ltd. | Automobile | Equity | 1.39% |
| Piramal Finance Ltd. | Financial | Debenture | 1.37% |
| Bosch Ltd. | Automobile | Equity | 1.36% |
| Linde India Ltd. | Chemicals | Equity | 1.36% |
| ITC Ltd. | Consumer Staples | Equity | 1.35% |
| Bajaj Finance Ltd. | Financial | Equity | 1.29% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 1.22% |
| Indostar Capital Finance Ltd. | Financial | Debenture | 1.21% |
| LIC Housing Finance Ltd. | Financial | Bonds/NCD | 1.21% |
| GOI | Sovereign | GOI Sec | 1.18% |
| Tata Motors Ltd. | Automobile | Equity | 1.16% |
| Escorts Kubota Ltd. | Automobile | Equity | 1.11% |
| Bharat Heavy Electricals Ltd. | Capital Goods | Equity | 1.05% |
| Oil India Ltd. | Energy | Equity | 1.05% |
| Power Finance Corporation Ltd. | Financial | Bonds | 1.05% |
| Hindustan Zinc Ltd. | Metals & Mining | Equity | 1.04% |
| Yes Bank Ltd. | Financial | Equity | 1.04% |
| Tech Mahindra Ltd. | Technology | Equity | 0.98% |
| The Federal Bank Ltd. | Financial | Equity | 0.97% |
| JTEKT India Ltd. | Automobile | Equity | 0.97% |
| GOI | Sovereign | GOI Sec | 0.93% |
| Gillette India Ltd. | Consumer Staples | Equity | 0.90% |
| GOI | Sovereign | GOI Sec | 0.90% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 0.89% |
| The India Cements Ltd. | Construction | Equity | 0.88% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 0.88% |
| 360 One Wam Ltd. | Financial | Equity | 0.87% |
| Hero Motocorp Ltd. | Automobile | Equity | 0.86% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 0.83% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 0.82% |
| Muthoot Finance Ltd. | Financial | Bonds | 0.82% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.82% |
| Export-Import Bank Of India | Financial | Bonds | 0.81% |
| GOI | Sovereign | GOI Sec | 0.80% |
| Indostar Capital Finance Ltd. | Financial | Debenture | 0.80% |
| Nuvoco Vistas Corporation Ltd. | Construction | Debenture | 0.79% |
| GOI | Sovereign | GOI Sec | 0.79% |
| REC Ltd. | Financial | Debenture | 0.79% |
| Hyundai Motor India Ltd. | Automobile | Equity | 0.78% |
| Leela Palaces Hotels & Resorts Ltd. | Services | Equity | 0.78% |
| Multi Commodity Exchange Of India Ltd. | Services | Futures | 0.77% |
| GOI | Sovereign | GOI Sec | 0.77% |
| Indusind Bank Ltd. | Financial | Equity | 0.76% |
| India Universal Trust AL1 | Others | Sec. Debt | 0.76% |
| NLC India Ltd. | Energy | Equity | 0.75% |
| Nestle India Ltd. | Consumer Staples | Equity | 0.74% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 0.72% |
| Persistent Systems Ltd. | Technology | Equity | 0.72% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.72% |
| Pine Labs Ltd. | Financial | Equity | 0.68% |
| Tata Capital Ltd. | Financial | Equity | 0.67% |
| Hindustan Petroleum Corporation Ltd. | Energy | Bonds/NCD | 0.65% |
| PB Fintech Ltd. | Services | Equity | 0.64% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 0.63% |
| Sansar Trust | Others | Sec. Debt | 0.63% |
| Power Grid Corporation Of India Ltd. | Energy | Futures | 0.62% |
| GOI | Sovereign | GOI Sec | 0.58% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 0.55% |
| JSW Cement Ltd. | Construction | Equity | 0.54% |
| Orkla India Ltd. | Consumer Staples | Equity | 0.51% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.48% |
| Pfizer Ltd. | Healthcare | Equity | 0.47% |
| Sagility Ltd. | Services | Equity | 0.46% |
| Reliance Industries Ltd. | Energy | NCD | 0.42% |
| GOI | Sovereign | GOI Sec | 0.41% |
| LIC Housing Finance Ltd. | Financial | Bonds | 0.40% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.40% |
| NTPC Ltd. | Energy | NCD | 0.40% |
| Indus Infra Trust | Construction | InvITs | 0.38% |
| GOI | Sovereign | GOI Sec | 0.31% |
| GMR Airports Ltd. | Construction | Equity | 0.28% |
| Reserve Bank of India | Financial | T-Bills | 0.24% |
| Amagi Media Labs Ltd. | Technology | Equity | 0.13% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 0.09% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +0.4% | +11.9% | +10.4% | +11.2% |
| Category average (Hybrid Aggressive Hybrid) | +4.7% | +14.3% | +13.9% | -- |
| Rank (Hybrid Aggressive Hybrid) | 24 | 18 | 15 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Equity & Debt Fund Growth | +1.73% | +16.23% | 50,205.35 | |
JM Aggressive Hybrid Fund Growth | -4.18% | +14.71% | 735.49 | |
UTI Aggressive Hybrid Fund Plan Growth | +1.08% | +14.04% | 6,663.35 | |
Edelweiss Aggressive Hybrid Fund Growth | +1.12% | +14.04% | 3,545.93 | |
HDFC Balanced Fund Growth | +6.97% | +10.83% | 20,080.76 | |
| Compare | ||||