| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹60,903 | +1.50% | |
| 3 years | ₹1,80,000 | ₹2,00,475 | +11.38% | |
| 5 years | ₹3,00,000 | ₹3,64,636 | +21.55% | |
| 10 years | ₹6,00,000 | ₹9,50,884 | +58.48% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 6.65% |
| GOI | Sovereign | GOI Sec | 5.97% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 5.49% |
| GOI | Sovereign | GOI Sec | 4.76% |
| REC Ltd. | Financial | Debenture | 3.85% |
| Bajaj Housing Finance Ltd. | Financial | NCD | 3.29% |
| GOI | Sovereign | GOI Sec | 3.28% |
| GOI | Sovereign | GOI Sec | 3.11% |
| HDFC Bank Ltd. | Financial | Debenture | 2.88% |
| LIC Housing Finance Ltd. | Financial | Debenture | 2.79% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 2.78% |
| Power Finance Corporation Ltd. | Financial | Bonds | 2.78% |
| Bajaj Finance Ltd. | Financial | Debenture | 2.75% |
| GOI | Sovereign | GOI Sec | 2.25% |
| HDFC Bank Ltd. | Financial | Equity | 2.07% |
| HDFC Bank Ltd. | Financial | Debenture | 1.71% |
| ICICI Bank Ltd. | Financial | Equity | 1.69% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 1.67% |
| GOI | Sovereign | GOI Sec | 1.67% |
| Grasim Industries Ltd. | Construction | Bonds | 1.67% |
| Rajasthan State | Others | SDL | 1.65% |
| Bajaj Finance Ltd. | Financial | Equity | 1.29% |
| Gujarat State | Construction | SDL | 1.10% |
| Rajasthan State | Others | SDL | 1.09% |
| GOI | Sovereign | GOI Sec | 1.09% |
| Larsen & Toubro Ltd. | Construction | Equity | 1.08% |
| Infosys Ltd. | Technology | Equity | 1.02% |
| Reliance Industries Ltd. | Energy | Equity | 0.95% |
| JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 0.90% |
| Global Health Ltd. | Healthcare | Equity | 0.82% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 0.79% |
| Chalet Hotels Ltd. | Services | Equity | 0.74% |
| LTIMindtree Ltd. | Technology | Equity | 0.70% |
| Mrs. Bectors Food Specialities Ltd. | Consumer Staples | Equity | 0.67% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 0.67% |
| Dr. Lal Pathlabs Ltd. | Healthcare | Equity | 0.61% |
| Gujarat State | Construction | SDL | 0.58% |
| Interglobe Aviation Ltd. | Services | Equity | 0.58% |
| Kerala State | Others | SDL | 0.55% |
| Andhra Pradesh State | Financial | SDL | 0.55% |
| Reserve Bank of India | Financial | T-Bills | 0.55% |
| Tamilnadu State | Others | SDL | 0.54% |
| GOI | Sovereign | GOI Sec | 0.53% |
| Reserve Bank of India | Financial | T-Bills | 0.53% |
| Avenue Supermarts Ltd. | Services | Equity | 0.53% |
| Eternal Ltd. | Services | Equity | 0.52% |
| Bharti Airtel Ltd. | Communication | Equity | 0.51% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.48% |
| Tamilnadu State | Others | SDL | 0.47% |
| Aditya Birla Real Estate Ltd. | Consumer Staples | Equity | 0.44% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Equity | 0.42% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.39% |
| Deepak Nitrite Ltd. | Chemicals | Equity | 0.38% |
| MOIL Ltd. | Metals & Mining | Equity | 0.38% |
| Axis Bank Ltd. | Financial | Equity | 0.37% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 0.36% |
| Trent Ltd. | Services | Equity | 0.29% |
| Indian Railway Finance Corporation Ltd. | Financial | Debenture | 0.29% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 0.29% |
| Home First Finance Company India Ltd. | Financial | Equity | 0.28% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 0.27% |
| United Breweries Ltd. | Consumer Staples | Equity | 0.27% |
| Crompton Greaves Consumer Electricals Ltd. | Consumer Discretionary | Equity | 0.24% |
| Ultratech Cement Ltd. | Construction | Equity | 0.23% |
| Cera Sanitaryware Ltd. | Construction | Equity | 0.21% |
| Oberoi Realty Ltd. | Construction | Equity | 0.20% |
| Info Edge (India) Ltd. | Services | Equity | 0.20% |
| Vedant Fashions Ltd. | Services | Equity | 0.19% |
| Tata Power Company Ltd. | Energy | Equity | 0.19% |
| Titagarh Rail Systems Ltd. | Automobile | Equity | 0.16% |
| Havells India Ltd. | Capital Goods | Equity | 0.16% |
| GOI | Sovereign | GOI Sec | 0.00% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +9.0% | +8.4% | +9.3% | +9.5% |
| Category average (Hybrid Conservative Hybrid) | +9.1% | +8.0% | +7.8% | -- |
| Rank (Hybrid Conservative Hybrid) | 21 | 13 | 8 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Parag Parikh Conservative Hybrid Fund Direct Growth | +7.15% | +11.19% | 3,212.39 | |
ICICI Prudential Regular Savings Fund Direct Growth | +8.35% | +10.76% | 3,358.65 | |
DSP Regular Savings Fund Direct Growth | +7.97% | +10.38% | 183.97 | |
HDFC Hybrid Debt Fund Direct Growth | +5.95% | +10.06% | 3,354.01 | |
Nippon India Conservative Hybrid Fund Direct Growth | +10.30% | +9.92% | 932.60 | |
| Compare | ||||