| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹59,242 | -1.26% | |
| 3 years | ₹1,80,000 | ₹1,95,391 | +8.55% | |
| 5 years | ₹3,00,000 | ₹3,70,792 | +23.60% | |
| 10 years | ₹6,00,000 | ₹10,76,379 | +79.40% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 4.93% |
| ICICI Bank Ltd. | Financial | Equity | 4.21% |
| State Bank of India | Financial | Equity | 2.81% |
| Reliance Industries Ltd. | Energy | Equity | 2.79% |
| Infosys Ltd. | Technology | Equity | 2.57% |
| Power Finance Corporation Ltd. | Financial | Equity | 2.50% |
| Bharti Airtel Ltd. | Communication | Equity | 2.48% |
| Axis Bank Ltd. | Financial | Equity | 2.47% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.20% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 1.86% |
| Bajaj Finance Ltd. | Financial | Equity | 1.51% |
| Eternal Ltd. | Services | Equity | 1.49% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 1.44% |
| Coal India Ltd. | Energy | Equity | 1.30% |
| Kei Industries Ltd. | Capital Goods | Equity | 1.26% |
| BSE Ltd. | Services | Equity | 1.25% |
| Tech Mahindra Ltd. | Technology | Equity | 1.22% |
| GOI | Sovereign | GOI Sec | 1.21% |
| NTPC Ltd. | Energy | Equity | 1.15% |
| JK Cement Ltd. | Construction | Equity | 1.12% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.10% |
| ITC Ltd. | Consumer Staples | Equity | 1.06% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 1.06% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 1.06% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 1.01% |
| Cholamandalam Financial Holdings Ltd. | Financial | Equity | 0.97% |
| TVS Motor Company Ltd. | Automobile | Equity | 0.97% |
| Oberoi Realty Ltd. | Construction | Equity | 0.97% |
| Tata Power Company Ltd. | Energy | Equity | 0.95% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.92% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 0.92% |
| Max Financial Services Ltd. | Financial | Equity | 0.91% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.91% |
| UNO Minda Ltd. | Automobile | Equity | 0.90% |
| Tata Consultancy Services Ltd. | Technology | Equity | 0.90% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 0.89% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 0.88% |
| The Indian Hotels Company Ltd. | Services | Equity | 0.85% |
| Bajaj Auto Ltd. | Automobile | Equity | 0.85% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 0.85% |
| Indian Bank | Financial | Equity | 0.84% |
| Interglobe Aviation Ltd. | Services | Equity | 0.84% |
| Prudent Corporate Advisory Services Ltd. | Financial | Equity | 0.83% |
| United Spirits Ltd. | Consumer Staples | Equity | 0.82% |
| PNB Housing Finance Ltd. | Financial | Equity | 0.79% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 0.79% |
| Voltas Ltd. | Consumer Discretionary | Equity | 0.77% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.75% |
| Tata Steel Ltd. | Metals & Mining | Equity | 0.72% |
| GOI | Sovereign | GOI FRB | 0.71% |
| Jubilant FoodWorks Ltd. | Services | Equity | 0.69% |
| Small Industries Devp. Bank of India Ltd. | Financial | NCD | 0.68% |
| JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 0.67% |
| Godrej Consumer Products Ltd. | Consumer Staples | Equity | 0.66% |
| Motherson Sumi Wiring India Ltd. | Automobile | Equity | 0.66% |
| Power Finance Corporation Ltd. | Financial | NCD | 0.64% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 0.64% |
| Info Edge (India) Ltd. | Services | Equity | 0.63% |
| FSN E-Commerce Ventures Ltd. | Services | Equity | 0.59% |
| Vinati Organics Ltd. | Chemicals | Equity | 0.58% |
| Solar Industries India Ltd. | Chemicals | Equity | 0.55% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 0.52% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 0.52% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 0.50% |
| GOI | Sovereign | GOI Sec | 0.49% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 0.48% |
| PVR Inox Ltd. | Services | Equity | 0.48% |
| Trent Ltd. | Services | Equity | 0.47% |
| PI Industries Ltd. | Chemicals | Equity | 0.46% |
| Piramal Pharma Ltd. | Healthcare | Equity | 0.46% |
| Bajaj Finance Ltd. | Financial | Debenture | 0.45% |
| LIC Housing Finance Ltd. | Financial | FRB | 0.45% |
| Kotak Mahindra Prime Ltd. | Financial | Debenture | 0.45% |
| REC Ltd. | Financial | NCD | 0.45% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.45% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 0.45% |
| Jyothy Labs Ltd. | Consumer Staples | Equity | 0.45% |
| HDB Financial Services Ltd. | Financial | Debenture | 0.45% |
| Maharashtra State | Others | SDL | 0.41% |
| One97 Communications Ltd. | Services | Equity | 0.40% |
| KEC International Ltd. | Capital Goods | Equity | 0.37% |
| LIC Housing Finance Ltd. | Financial | Debenture | 0.36% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.36% |
| WeWork India Management Ltd. | Services | Equity | 0.29% |
| LIC Housing Finance Ltd. | Financial | Bonds | 0.27% |
| Sonata Software Ltd. | Technology | Equity | 0.24% |
| Rajasthan State | Others | SDL | 0.24% |
| National Bank For Agriculture & Rural Development | Financial | FRB | 0.23% |
| HDFC Bank Ltd. | Financial | NCD | 0.23% |
| LIC Housing Finance Ltd. | Financial | Bonds/Deb | 0.23% |
| Indian Railway Finance Corporation Ltd. | Financial | Debenture | 0.23% |
| Kotak Mahindra Prime Ltd. | Financial | Bonds | 0.23% |
| Power Finance Corporation Ltd. | Financial | Bonds | 0.23% |
| REC Ltd. | Financial | Debenture | 0.23% |
| Andhra Pradesh State | Financial | SDL | 0.23% |
| HDB Financial Services Ltd. | Financial | NCD | 0.23% |
| Indian Oil Corporation Ltd. | Energy | Debenture | 0.22% |
| LIC Housing Finance Ltd. | Financial | Debenture | 0.22% |
| Sundaram Finance Ltd. | Financial | Debenture | 0.22% |
| Axis Bank Ltd. | Financial | CD | 0.22% |
| Punjab National Bank | Financial | CD | 0.22% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 0.22% |
| National Bank For Agriculture & Rural Development | Financial | CD | 0.22% |
| National Bank For Agriculture & Rural Development | Financial | CD | 0.21% |
| GOI | Sovereign | GOI Sec | 0.19% |
| GOI | Sovereign | GOI Sec | 0.18% |
| Tamilnadu State | Others | SDL | 0.18% |
| Kotak Mahindra Prime Ltd. | Financial | Debenture | 0.14% |
| Uttar Pradesh State | Others | SDL | 0.14% |
| Tamilnadu State | Others | SDL | 0.10% |
| Rajasthan State | Others | SDL | 0.09% |
| Reserve Bank of India | Financial | T-Bills | 0.09% |
| Uttar Pradesh State | Others | SDL | 0.08% |
| GOI | Sovereign | CGL | 0.05% |
| Indian Railway Finance Corporation Ltd. | Financial | Debenture | 0.02% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.02% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 0.01% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +11.5% | +10.9% | +12.3% | +12.3% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 23 | 22 | 8 | -- |
| 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 | ||||