| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹60,727 | +1.21% | |
| 3 years | ₹1,80,000 | ₹1,99,179 | +10.66% | |
| 5 years | ₹3,00,000 | ₹3,65,724 | +21.91% | |
| 10 years | ₹6,00,000 | ₹9,05,080 | +50.85% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 11.82% |
| GOI | Sovereign | GOI FRB | 8.77% |
| Maharashtra State | Others | SDL | 8.11% |
| GOI | Sovereign | GOI Sec | 5.69% |
| GOI | Sovereign | GOI Sec | 5.40% |
| Small Industries Devp. Bank of India Ltd. | Financial | CD | 5.30% |
| IDFC First Bank Ltd. | Financial | CD | 5.28% |
| Muthoot Finance Ltd. | Financial | Debenture | 4.19% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 2.95% |
| GOI | Sovereign | GOI Sec | 2.94% |
| HDFC Bank Ltd. | Financial | Equity | 2.89% |
| GOI | Sovereign | GOI Sec | 2.89% |
| GOI | Sovereign | GOI Sec | 2.87% |
| GOI | Sovereign | GOI Sec | 2.85% |
| GOI | Sovereign | GOI Sec | 2.82% |
| HDFC Bank Ltd. | Financial | CD | 2.65% |
| ICICI Bank Ltd. | Financial | Equity | 1.56% |
| ITC Ltd. | Consumer Staples | Equity | 1.31% |
| Cipla Ltd. | Healthcare | Equity | 1.19% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 1.11% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 1.10% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 0.77% |
| Axis Bank Ltd. | Financial | Equity | 0.77% |
| Roadstar Infra Investment Trust | Construction | InvITs | 0.70% |
| Indigo Paints Ltd. | Chemicals | Equity | 0.67% |
| Indus Towers Ltd. | Communication | Equity | 0.66% |
| Cohance Lifesciences Ltd. | Healthcare | Equity | 0.54% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 0.54% |
| Canara HSBC Life Insurance Company Ltd. | Insurance | Equity | 0.53% |
| Infosys Ltd. | Technology | Equity | 0.53% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 0.50% |
| Petronet LNG Ltd. | Energy | Equity | 0.47% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 0.47% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 0.44% |
| Syngene International Ltd. | Healthcare | Equity | 0.41% |
| Jubilant Ingrevia Ltd. | Chemicals | Equity | 0.35% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 0.28% |
| NTPC Ltd. | Energy | Equity | 0.24% |
| Cyient Ltd. | Technology | Equity | 0.24% |
| La Opala RG Ltd. | Construction | Equity | 0.22% |
| Alembic Pharmaceuticals Ltd. | Healthcare | Equity | 0.21% |
| TeamLease Services Ltd. | Services | Equity | 0.19% |
| Gujarat State | Construction | SDL | 0.17% |
| Tata Capital Ltd. | Financial | Equity | 0.15% |
| Power Finance Corporation Ltd. | Financial | Equity | 0.12% |
| State Bank of India | Financial | Equity | 0.11% |
| GAIL (India) Ltd. | Energy | Equity | 0.11% |
| Bajaj Finance Ltd. | Financial | Equity | 0.01% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +9.6% | +8.1% | +8.3% | +8.4% |
| Category average (Hybrid Conservative Hybrid) | +9.1% | +8.0% | +7.8% | -- |
| Rank (Hybrid Conservative Hybrid) | 6 | 13 | 13 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Parag Parikh Conservative Hybrid Fund Direct Growth | +3.22% | +10.27% | 3,344.49 | |
ICICI Prudential Regular Savings Fund Direct Growth | +4.55% | +10.14% | 3,288.94 | |
DSP Regular Savings Fund Direct Growth | +3.02% | +9.59% | 179.01 | |
SBI Conservative Hybrid Fund Direct Growth | +4.98% | +9.51% | 9,754.01 | |
Nippon India Conservative Hybrid Fund Direct Growth | +6.64% | +8.66% | 951.13 | |
| Compare | ||||