| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹29,189 | -2.70% | |
| 1 year | ₹60,000 | ₹59,036 | -1.61% | |
| 3 years | ₹1,80,000 | ₹1,92,780 | +7.10% | |
| 5 years | ₹3,00,000 | ₹3,52,549 | +17.52% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 3.79% |
| Bharti Airtel Ltd. | Communication | Equity | 3.53% |
| HDFC Bank Ltd. | Financial | Equity | 3.47% |
| Reliance Industries Ltd. | Energy | Equity | 3.45% |
| GOI | Sovereign | GOI Sec | 3.37% |
| ICICI Bank Ltd. | Financial | Equity | 3.08% |
| State Bank of India | Financial | Equity | 2.64% |
| Shriram Finance Ltd | Financial | Debenture | 2.63% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 2.59% |
| Power Finance Corporation Ltd. | Financial | Debenture | 2.58% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.35% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 2.26% |
| Tata Steel Ltd. | Metals & Mining | Equity | 2.20% |
| Tata Power Company Ltd. | Energy | Equity | 2.19% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.03% |
| Axis Bank Ltd. | Financial | Equity | 2.02% |
| Jamnagar Utilities and Power Pvt. Ltd. | Capital Goods | Debenture | 1.87% |
| National Bank For Agriculture & Rural Development | Financial | FRB | 1.86% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 1.85% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 1.69% |
| NTPC Ltd. | Energy | Equity | 1.64% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 1.49% |
| DLF Ltd. | Construction | Equity | 1.39% |
| Ambuja Cements Ltd. | Construction | Equity | 1.35% |
| One97 Communications Ltd. | Services | Equity | 1.22% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 1.18% |
| Bharat Heavy Electricals Ltd. | Capital Goods | Equity | 1.17% |
| IndiGrid Infrastructure Trust | Capital Goods | InvITs | 1.16% |
| Muthoot Finance Ltd. | Financial | Equity | 1.13% |
| Godrej Properties Ltd. | Construction | Equity | 1.12% |
| GOI | Sovereign | GOI Sec | 1.10% |
| REC Ltd. | Financial | Bonds | 1.09% |
| TVS Motor Company Ltd. | Automobile | Equity | 1.02% |
| Radico Khaitan Ltd. | Consumer Staples | Equity | 1.00% |
| Linde India Ltd. | Chemicals | Equity | 0.99% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 0.94% |
| Hitachi Energy India Ltd. | Capital Goods | Equity | 0.93% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 0.92% |
| Persistent Systems Ltd. | Technology | Equity | 0.91% |
| Tech Mahindra Ltd. | Technology | Equity | 0.83% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 0.83% |
| Fractal Analytics Ltd. | Technology | Equity | 0.82% |
| Eternal Ltd. | Services | Equity | 0.81% |
| Ultratech Cement Ltd. | Construction | Equity | 0.80% |
| Nippon Life India Asset Management Ltd. | Financial | Equity | 0.79% |
| Bajaj Finance Ltd. | Financial | Equity | 0.76% |
| Indusind Bank Ltd. | Financial | Equity | 0.75% |
| Punjab National Bank | Financial | Equity | 0.75% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.75% |
| Power Finance Corporation Ltd. | Financial | Bonds | 0.74% |
| NTPC Ltd. | Energy | NCD | 0.74% |
| Indian Railway Finance Corporation Ltd. | Financial | NCD | 0.74% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.74% |
| AU Small Finance Bank Ltd. | Financial | Equity | 0.73% |
| REC Ltd. | Financial | Debenture | 0.73% |
| Sagility Ltd. | Services | Equity | 0.73% |
| GOI | Sovereign | GOI Sec | 0.73% |
| Indian Bank | Financial | CD | 0.70% |
| Ujjivan Small Finance Bank Ltd. | Financial | Equity | 0.67% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 0.66% |
| Ajanta Pharma Ltd. | Healthcare | Equity | 0.65% |
| PNB Housing Finance Ltd. | Financial | Equity | 0.64% |
| Max Financial Services Ltd. | Financial | Equity | 0.54% |
| PB Fintech Ltd. | Services | Equity | 0.51% |
| Tata Motors Ltd. | Automobile | Equity | 0.51% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 0.50% |
| Infosys Ltd. | Technology | Equity | 0.47% |
| Piramal Finance Ltd. | Financial | Debenture | 0.46% |
| Indiqube Spaces Ltd. | Services | Equity | 0.31% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 0.29% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 0.25% |
| Nestle India Ltd. | Consumer Staples | Equity | 0.22% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.01% |
| Yes Bank Ltd. | Financial | Add. Tier 1 Bond | -- |
| PNB Housing Finance Ltd. | Financial | Futures | -0.64% |
| One97 Communications Ltd. | Services | Futures | -0.68% |
| Kotak Mahindra Bank Ltd. | Financial | Futures | -0.71% |
| Punjab National Bank | Financial | Futures | -0.75% |
| Indusind Bank Ltd. | Financial | Futures | -0.75% |
| Godrej Properties Ltd. | Construction | Futures | -1.12% |
| Muthoot Finance Ltd. | Financial | Futures | -1.13% |
| NTPC Ltd. | Energy | Futures | -1.15% |
| Reliance Industries Ltd. | Energy | Futures | -1.18% |
| Axis Bank Ltd. | Financial | Futures | -1.25% |
| Mahindra & Mahindra Ltd. | Automobile | Futures | -1.31% |
| Ambuja Cements Ltd. | Construction | Futures | -1.35% |
| DLF Ltd. | Construction | Futures | -1.40% |
| ICICI Bank Ltd. | Financial | Futures | -1.42% |
| Adani Ports and Special Economic Zone Ltd. | Services | Futures | -1.49% |
| Larsen & Toubro Ltd. | Construction | Futures | -1.49% |
| State Bank of India | Financial | Futures | -1.62% |
| HDFC Bank Ltd. | Financial | Futures | -1.93% |
| Tata Steel Ltd. | Metals & Mining | Futures | -2.21% |
| Bharti Airtel Ltd. | Communication | Futures | -2.38% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +5.0% | +10.0% | +7.7% | +8.2% |
| Category average (Hybrid Equity Savings) | +5.9% | +9.9% | +9.1% | -- |
| Rank (Hybrid Equity Savings) | 8 | 10 | 13 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Edelweiss Equity Savings Fund Growth | +7.10% | +11.43% | 1,232.55 | |
Kotak Equity Savings Fund Growth | +5.88% | +11.02% | 9,467.97 | |
HDFC Equity Savings Fund Growth | +3.78% | +9.64% | 5,575.55 | |
DSP Equity Savings Fund Growth | +2.03% | +9.55% | 3,573.37 | |
ICICI Prudential Equity Savings Fund Growth | +4.12% | +7.98% | 16,874.65 | |
| Compare | ||||