| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹58,741 | -2.10% | |
| 3 years | ₹1,80,000 | ₹1,97,508 | +9.73% | |
| 5 years | ₹3,00,000 | ₹3,78,814 | +26.27% | |
| 10 years | ₹6,00,000 | ₹10,89,163 | +81.53% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 8.76% |
| ICICI Bank Ltd. | Financial | Equity | 6.03% |
| GOI | Sovereign | GOI Sec | 5.29% |
| ITC Ltd. | Consumer Staples | Equity | 4.37% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 3.68% |
| Axis Bank Ltd. | Financial | Equity | 3.64% |
| Cipla Ltd. | Healthcare | Equity | 3.59% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.54% |
| Infosys Ltd. | Technology | Equity | 3.04% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 2.62% |
| DSP Short Term Fund Direct Plan-Growth | -- | Mutual Fund | 2.44% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 2.18% |
| NTPC Ltd. | Energy | Equity | 2.12% |
| Chhattisgarh State | Others | SDL | 2.03% |
| Emami Ltd. | Consumer Staples | Equity | 1.69% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 1.68% |
| Torrent Pharmaceuticals Ltd. | Healthcare | NCD | 1.61% |
| GOI | Sovereign | GOI FRB | 1.44% |
| Power Finance Corporation Ltd. | Financial | Equity | 1.43% |
| Petronet LNG Ltd. | Energy | Equity | 1.40% |
| GAIL (India) Ltd. | Energy | Equity | 1.18% |
| Indus Towers Ltd. | Communication | Equity | 1.13% |
| Bajaj Finance Ltd. | Financial | Equity | 1.12% |
| Rainbow Children's Medicare Ltd. | Healthcare | Equity | 1.08% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 1.05% |
| Bharti Airtel Ltd. | Communication | Equity | 1.04% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 1.02% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 0.96% |
| Alkem Laboratories Ltd. | Healthcare | Equity | 0.95% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.93% |
| Syngene International Ltd. | Healthcare | Equity | 0.90% |
| GOI | Sovereign | GOI Sec | 0.87% |
| Radico Khaitan Ltd. | Consumer Staples | Equity | 0.83% |
| Canara HSBC Life Insurance Company Ltd. | Insurance | Equity | 0.83% |
| APL Apollo Tubes Ltd. | Metals & Mining | Equity | 0.81% |
| Cohance Lifesciences Ltd. | Healthcare | Equity | 0.78% |
| Century Plyboards (India) Ltd. | Consumer Staples | Equity | 0.78% |
| Emcure Pharmaceuticals Ltd. | Healthcare | Equity | 0.71% |
| Prudent Corporate Advisory Services Ltd. | Financial | Equity | 0.70% |
| Chhattisgarh State | Others | SDL | 0.69% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Debenture | 0.69% |
| Gujarat State | Construction | SDL | 0.69% |
| State Bank of India | Financial | Equity | 0.68% |
| Gujarat Fluorochemicals Ltd. | Chemicals | Equity | 0.68% |
| Coromandel International Ltd. | Chemicals | Equity | 0.66% |
| Cyient Ltd. | Technology | Equity | 0.57% |
| Madhya Pradesh State | Others | SDL | 0.52% |
| UNO Minda Ltd. | Automobile | Equity | 0.52% |
| Tata Motors Ltd. | Automobile | Equity | 0.49% |
| Canara Bank | Financial | Add. Tier 1 Bond | 0.49% |
| Bajaj Housing Finance Ltd. | Financial | Debenture | 0.49% |
| Alembic Pharmaceuticals Ltd. | Healthcare | Equity | 0.49% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 0.48% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.48% |
| State Bank of India | Financial | NCD | 0.47% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.46% |
| Madhya Pradesh State | Others | SDL | 0.46% |
| PI Industries Ltd. | Chemicals | Equity | 0.46% |
| Mindspace Business Parks REIT | Construction | Debenture | 0.45% |
| Uttar Pradesh State | Others | SDL | 0.44% |
| Bharti Telecom Ltd. | Communication | CP | 0.44% |
| Tata Capital Ltd. | Financial | Equity | 0.41% |
| Muthoot Finance Ltd. | Financial | Debenture | 0.39% |
| Telangana State | Financial | SDL | 0.39% |
| HDFC Bank Ltd. | Financial | CD | 0.35% |
| Maharashtra State | Others | SDL | 0.31% |
| Ganesha Ecosphere Ltd. | Textiles | Equity | 0.29% |
| Muthoot Finance Ltd. | Financial | Debenture | 0.25% |
| State Bank of India | Financial | Bonds | 0.24% |
| Indian Railway Finance Corporation Ltd. | Financial | Debenture | 0.24% |
| Muthoot Finance Ltd. | Financial | Debenture | 0.24% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.24% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.23% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.23% |
| Madhya Pradesh State | Others | SDL | 0.22% |
| REC Ltd. | Financial | Bonds | 0.22% |
| Uttar Pradesh State | Others | SDL | 0.22% |
| Haryana State | Others | SDL | 0.18% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Debenture | 0.14% |
| Telangana State | Financial | SDL | 0.14% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.14% |
| Coforge Ltd. | Technology | Equity | 0.08% |
| National Bank For Financing Infrastructure And Development | Financial | Bonds | 0.05% |
| Roadstar Infra Investment Trust | Construction | InvITs | 0.04% |
| Rajasthan State | Others | SDL | 0.02% |
| Madhya Pradesh State | Others | SDL | 0.02% |
| SIP Technologies & Exports Ltd. | Technology | Equity | -- |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +14.3% | +11.6% | +12.3% | +14.1% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 17 | 24 | 11 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Equity & Debt Fund Growth | +5.23% | +18.52% | 46,700.42 | |
JM Aggressive Hybrid Fund Growth | -1.98% | +17.13% | 651.98 | |
Edelweiss Aggressive Hybrid Fund Growth | +3.50% | +15.96% | 3,308.91 | |
UTI Aggressive Hybrid Fund Plan Growth | +1.85% | +15.18% | 6,115.27 | |
HDFC Balanced Fund Growth | +6.97% | +10.83% | 20,080.76 | |
| Compare | ||||