| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹31,022 | +3.41% | |
| 1 year | ₹60,000 | ₹62,511 | +4.18% | |
| 3 years | ₹1,80,000 | ₹2,13,119 | +18.40% | |
| 5 years | ₹3,00,000 | ₹3,88,484 | +29.49% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 4.80% |
| GOI | Sovereign | GOI Sec | 3.69% |
| Bharti Airtel Ltd. | Communication | Equity | 3.54% |
| Reliance Industries Ltd. | Energy | Equity | 3.41% |
| GOI | Sovereign | GOI Sec | 3.30% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.73% |
| Shriram Finance Ltd | Financial | Debenture | 2.53% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 2.49% |
| Power Finance Corporation Ltd. | Financial | Debenture | 2.48% |
| Tata Steel Ltd. | Metals & Mining | Equity | 2.32% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.22% |
| Tata Power Company Ltd. | Energy | Equity | 2.08% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 1.89% |
| ICICI Bank Ltd. | Financial | Equity | 1.82% |
| Jamnagar Utilities and Power Pvt. Ltd. | Capital Goods | Debenture | 1.80% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 1.79% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 1.78% |
| National Bank For Agriculture & Rural Development | Financial | FRB | 1.77% |
| National Housing Bank | Financial | Bonds | 1.73% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 1.64% |
| NTPC Ltd. | Energy | Equity | 1.61% |
| Ambuja Cements Ltd. | Construction | Equity | 1.60% |
| DLF Ltd. | Construction | Equity | 1.59% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.51% |
| Godrej Properties Ltd. | Construction | Equity | 1.25% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 1.23% |
| Ultratech Cement Ltd. | Construction | Equity | 1.21% |
| Bharat Heavy Electricals Ltd. | Capital Goods | Equity | 1.21% |
| State Bank of India | Financial | Equity | 1.20% |
| Muthoot Finance Ltd. | Financial | Equity | 1.15% |
| TVS Motor Company Ltd. | Automobile | Equity | 1.12% |
| IndiGrid Infrastructure Trust | Capital Goods | InvITs | 1.11% |
| REC Ltd. | Financial | Bonds | 1.05% |
| Radico Khaitan Ltd. | Consumer Staples | Equity | 0.96% |
| Linde India Ltd. | Chemicals | Equity | 0.93% |
| Hitachi Energy India Ltd. | Capital Goods | Equity | 0.93% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 0.92% |
| Punjab National Bank | Financial | Equity | 0.92% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 0.91% |
| Indusind Bank Ltd. | Financial | Equity | 0.90% |
| Bajaj Finance Ltd. | Financial | Equity | 0.90% |
| Nippon Life India Asset Management Ltd. | Financial | Equity | 0.88% |
| Axis Bank Ltd. | Financial | Equity | 0.88% |
| Travel Food Services Ltd. | Services | Equity | 0.85% |
| Persistent Systems Ltd. | Technology | Equity | 0.84% |
| Eternal Ltd. | Services | Equity | 0.83% |
| Fractal Analytics Ltd. | Technology | Equity | 0.80% |
| AU Small Finance Bank Ltd. | Financial | Equity | 0.80% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.79% |
| Infosys Ltd. | Technology | Equity | 0.79% |
| Tech Mahindra Ltd. | Technology | Equity | 0.77% |
| Interglobe Aviation Ltd. | Services | Equity | 0.75% |
| One97 Communications Ltd. | Services | Equity | 0.75% |
| Ujjivan Small Finance Bank Ltd. | Financial | Equity | 0.73% |
| Indian Railway Finance Corporation Ltd. | Financial | NCD | 0.72% |
| NTPC Ltd. | Energy | NCD | 0.72% |
| GOI | Sovereign | GOI Sec | 0.72% |
| Power Finance Corporation Ltd. | Financial | Bonds | 0.71% |
| Bajaj Finance Ltd. | Financial | Bonds/Deb | 0.71% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.71% |
| REC Ltd. | Financial | Debenture | 0.70% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 0.69% |
| PNB Housing Finance Ltd. | Financial | Equity | 0.67% |
| Ajanta Pharma Ltd. | Healthcare | Equity | 0.66% |
| Sagility Ltd. | Services | Equity | 0.66% |
| Tata Motors Ltd. | Automobile | Equity | 0.63% |
| Max Financial Services Ltd. | Financial | Equity | 0.62% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 0.62% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.61% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 0.53% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 0.51% |
| PB Fintech Ltd. | Services | Equity | 0.50% |
| Indiqube Spaces Ltd. | Services | Equity | 0.47% |
| Piramal Finance Ltd. | Financial | Debenture | 0.45% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 0.31% |
| Nestle India Ltd. | Consumer Staples | Equity | 0.23% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.01% |
| Yes Bank Ltd. | Financial | Add. Tier 1 Bond | -- |
| Punjab National Bank | Financial | Futures | -0.48% |
| PNB Housing Finance Ltd. | Financial | Futures | -0.67% |
| Indusind Bank Ltd. | Financial | Futures | -0.90% |
| Muthoot Finance Ltd. | Financial | Futures | -1.15% |
| Godrej Properties Ltd. | Construction | Futures | -1.26% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Futures | -1.52% |
| DLF Ltd. | Construction | Futures | -1.60% |
| Ambuja Cements Ltd. | Construction | Futures | -1.61% |
| NTPC Ltd. | Energy | Futures | -1.61% |
| Reliance Industries Ltd. | Energy | Futures | -1.64% |
| Adani Ports and Special Economic Zone Ltd. | Services | Futures | -1.65% |
| Mahindra & Mahindra Ltd. | Automobile | Futures | -1.70% |
| Larsen & Toubro Ltd. | Construction | Futures | -1.73% |
| Kotak Mahindra Bank Ltd. | Financial | Futures | -1.90% |
| Tata Power Company Ltd. | Energy | Futures | -2.08% |
| HDFC Bank Ltd. | Financial | Futures | -2.23% |
| Tata Steel Ltd. | Metals & Mining | Futures | -2.33% |
| Bharti Airtel Ltd. | Communication | Futures | -2.64% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +8.1% | +11.0% | +8.6% | +9.2% |
| Category average (Hybrid Equity Savings) | +5.9% | +9.9% | +9.1% | -- |
| Rank (Hybrid Equity Savings) | 9 | 12 | 13 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Edelweiss Equity Savings Fund Direct Growth | +8.93% | +12.28% | 1,269.88 | |
Kotak Equity Savings Fund Direct Growth | +9.26% | +12.02% | 9,853.13 | |
DSP Equity Savings Fund Direct Growth | +5.85% | +11.05% | 3,758.43 | |
ICICI Prudential Equity Savings Fund Direct Growth | +6.29% | +8.72% | 18,027.21 | |
Bandhan Equity Savings Fund Direct Growth | +5.47% | +8.65% | 414.19 | |
| Compare | ||||