| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,122 | +0.81% | |
| 6 months | ₹30,000 | ₹29,730 | -0.90% | |
| 1 year | ₹60,000 | ₹59,601 | -0.66% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 16.24% |
| HDFC Bank Ltd. | Financial | Equity | 4.41% |
| GOI | Sovereign | GOI Sec | 4.03% |
| ICICI Bank Ltd. | Financial | Equity | 3.45% |
| Reliance Industries Ltd. | Energy | Equity | 3.04% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.48% |
| Bharat Heavy Electricals Ltd. | Capital Goods | Equity | 2.29% |
| Hitachi Energy India Ltd. | Capital Goods | Equity | 2.24% |
| Bharti Airtel Ltd. | Communication | Equity | 2.03% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 1.79% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 1.76% |
| Eternal Ltd. | Services | Equity | 1.70% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 1.69% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 1.69% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 1.64% |
| Tech Mahindra Ltd. | Technology | Equity | 1.64% |
| Infosys Ltd. | Technology | Equity | 1.60% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 1.57% |
| Travel Food Services Ltd. | Services | Equity | 1.45% |
| Radico Khaitan Ltd. | Consumer Staples | Equity | 1.42% |
| Cummins India Ltd. | Capital Goods | Equity | 1.41% |
| Axis Bank Ltd. | Financial | Equity | 1.38% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 1.32% |
| Nippon Life India Asset Management Ltd. | Financial | Equity | 1.31% |
| Jamnagar Utilities and Power Pvt. Ltd. | Capital Goods | Debenture | 1.30% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 1.29% |
| GOI | Sovereign | GOI Sec | 1.28% |
| AU Small Finance Bank Ltd. | Financial | Equity | 1.27% |
| State Bank of India | Financial | Equity | 1.25% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 1.24% |
| TVS Motor Company Ltd. | Automobile | Equity | 1.24% |
| Ultratech Cement Ltd. | Construction | Equity | 1.20% |
| Sagility Ltd. | Services | Equity | 1.15% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 1.11% |
| Piramal Finance Ltd. | Financial | Debenture | 1.09% |
| Vishal Mega Mart Ltd. | Services | Equity | 1.09% |
| Linde India Ltd. | Chemicals | Equity | 1.06% |
| City Union Bank Ltd. | Financial | Equity | 1.05% |
| Tata Motors Ltd. | Automobile | Equity | 1.05% |
| Max Financial Services Ltd. | Financial | Equity | 1.02% |
| Ujjivan Small Finance Bank Ltd. | Financial | Equity | 1.00% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.97% |
| One97 Communications Ltd. | Services | Equity | 0.94% |
| Persistent Systems Ltd. | Technology | Equity | 0.93% |
| PB Fintech Ltd. | Services | Equity | 0.91% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 0.90% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 0.88% |
| Indiqube Spaces Ltd. | Services | Equity | 0.84% |
| Swiggy Ltd. | Services | Equity | 0.82% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.78% |
| Cipla Ltd. | Healthcare | Equity | 0.75% |
| The Federal Bank Ltd. | Financial | Equity | 0.74% |
| LTM Limited | Technology | Equity | 0.73% |
| Bajaj Finance Ltd. | Financial | Equity | 0.73% |
| The India Cements Ltd. | Construction | Equity | 0.72% |
| GOI | Sovereign | GOI Sec | 0.51% |
| GOI | Sovereign | GOI Sec | 0.49% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.01% |
| Name | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | -0.1% | -0.4% | +7.3% | +13.7% |
| Category average (Hybrid Aggressive Hybrid) | -- | -- | +4.7% | -- |
| Rank (Hybrid Aggressive Hybrid) | 16 | 17 | 14 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Equity & Debt Fund Growth | +2.38% | +16.59% | 50,367.73 | |
JM Aggressive Hybrid Fund Growth | -2.80% | +15.95% | 701.44 | |
SBI Equity Hybrid Fund Growth | +3.29% | +13.45% | 83,353.48 | |
UTI Aggressive Hybrid Fund Plan Growth | -1.02% | +13.35% | 6,524.13 | |
HDFC Balanced Fund Growth | +6.97% | +10.83% | 20,080.76 | |
| Compare | ||||