| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹29,040 | -3.20% | |
| 1 year | ₹60,000 | ₹57,453 | -4.25% | |
| 3 years | ₹1,80,000 | ₹1,97,461 | +9.70% | |
| 5 years | ₹3,00,000 | ₹3,97,000 | +32.33% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 8.38% |
| HDFC Bank Ltd. | Financial | Equity | 6.57% |
| Reliance Industries Ltd. | Energy | Equity | 5.09% |
| Larsen & Toubro Ltd. | Construction | Equity | 4.30% |
| Bharti Airtel Ltd. | Communication | Equity | 4.20% |
| TVS Motor Company Ltd. | Automobile | Equity | 3.98% |
| State Bank of India | Financial | Equity | 3.88% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 3.88% |
| Bajaj Finance Ltd. | Financial | Equity | 3.87% |
| Infosys Ltd. | Technology | Equity | 3.80% |
| Eternal Ltd. | Services | Equity | 3.74% |
| Axis Bank Ltd. | Financial | Equity | 3.46% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 3.28% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 3.14% |
| Ultratech Cement Ltd. | Construction | Equity | 2.94% |
| Trent Ltd. | Services | Equity | 2.63% |
| Vishal Mega Mart Ltd. | Services | Equity | 2.59% |
| PB Fintech Ltd. | Services | Equity | 2.44% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 2.35% |
| The Indian Hotels Company Ltd. | Services | Equity | 2.27% |
| Interglobe Aviation Ltd. | Services | Equity | 2.24% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 2.23% |
| UNO Minda Ltd. | Automobile | Equity | 2.19% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.07% |
| Crisil Ltd. | Services | Equity | 2.02% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Equity | 1.73% |
| Aditya Birla Real Estate Ltd. | Consumer Staples | Equity | 1.70% |
| Info Edge (India) Ltd. | Services | Equity | 1.68% |
| Dr. Agarwal's Health Care Ltd. | Healthcare | Equity | 0.93% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 0.69% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.06% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | -2.1% | +15.4% | +14.8% | +15.1% |
| Category average (Equity Flexi Cap) | +2.2% | +16.0% | +15.6% | -- |
| Rank (Equity Flexi Cap) | 80 | 36 | -- | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
JM Flexicap Fund Direct Plan Growth | -3.14% | +19.33% | 5,040.51 | |
HDFC Flexi Cap Direct Plan Growth | -0.61% | +18.85% | 1,00,479.23 | |
HSBC Flexi Cap Fund Direct Growth | +3.05% | +18.79% | 5,405.12 | |
Parag Parikh Flexi Cap Fund Direct Growth | +0.41% | +17.02% | 1,40,949.13 | |
Franklin India Flexi Cap Fund Direct Growth | -5.23% | +15.76% | 19,049.25 | |
| Compare | ||||