| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹60,370 | +0.62% | |
| 3 years | ₹1,80,000 | ₹1,96,331 | +9.07% | |
| 5 years | ₹3,00,000 | ₹3,59,742 | +19.91% | |
| 10 years | ₹6,00,000 | ₹9,00,136 | +50.02% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 4.77% |
| ICICI Bank Ltd. | Financial | Equity | 3.01% |
| GOI | Sovereign | GOI FRB | 2.51% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.49% |
| ITC Ltd. | Consumer Staples | Equity | 2.32% |
| Cipla Ltd. | Healthcare | Equity | 2.07% |
| GOI | Sovereign | GOI Sec | 1.91% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 1.70% |
| Bajaj Finance Ltd. | Financial | Debenture | 1.47% |
| Bharti Telecom Ltd. | Communication | Debenture | 1.43% |
| Power Finance Corporation Ltd. | Financial | Bonds | 1.42% |
| GOI | Sovereign | GOI Sec | 1.41% |
| HDFC Bank Ltd. | Financial | CD | 1.35% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 1.34% |
| HDFC Bank Ltd. | Financial | CD | 1.33% |
| Canara Bank | Financial | CD | 1.33% |
| Axis Bank Ltd. | Financial | Equity | 1.14% |
| Infosys Ltd. | Technology | Equity | 1.07% |
| Syngene International Ltd. | Healthcare | Equity | 0.96% |
| Indigo Paints Ltd. | Chemicals | Equity | 0.96% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 0.92% |
| Indus Towers Ltd. | Communication | Equity | 0.91% |
| Petronet LNG Ltd. | Energy | Equity | 0.88% |
| GOI | Sovereign | GOI Sec | 0.84% |
| GOI | Sovereign | GOI Sec | 0.81% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 0.81% |
| Cohance Lifesciences Ltd. | Healthcare | Equity | 0.79% |
| HDFC Bank Ltd. | Financial | Debenture | 0.76% |
| Power Finance Corporation Ltd. | Financial | NCD | 0.76% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 0.74% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.73% |
| GOI | Sovereign | GOI Sec | 0.73% |
| Muthoot Finance Ltd. | Financial | NCD | 0.72% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 0.71% |
| Power Grid Corporation Of India Ltd. | Energy | Bonds/Deb | 0.71% |
| National Housing Bank | Financial | Bonds | 0.71% |
| HDFC Bank Ltd. | Financial | CD | 0.70% |
| Canara HSBC Life Insurance Company Ltd. | Insurance | Equity | 0.70% |
| Indian Railway Finance Corporation Ltd. | Financial | Bonds | 0.69% |
| National Bank For Financing Infrastructure And Development | Financial | Bonds | 0.68% |
| GOI | Sovereign | GOI Sec | 0.58% |
| Jubilant Ingrevia Ltd. | Chemicals | Equity | 0.52% |
| NTPC Ltd. | Energy | Equity | 0.44% |
| Cyient Ltd. | Technology | Equity | 0.37% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 0.35% |
| GAIL (India) Ltd. | Energy | Equity | 0.31% |
| GOI | Sovereign | GOI Sec | 0.28% |
| Brookfield India Real Estate Trust REIT | Construction | REITs | 0.26% |
| Tata Capital Ltd. | Financial | Equity | 0.25% |
| Alembic Pharmaceuticals Ltd. | Healthcare | Equity | 0.22% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.21% |
| La Opala RG Ltd. | Construction | Equity | 0.20% |
| Indus Infra Trust | Construction | InvITs | 0.20% |
| Power Finance Corporation Ltd. | Financial | Equity | 0.17% |
| GOI | Sovereign | GOI Sec | 0.14% |
| TeamLease Services Ltd. | Services | Equity | 0.14% |
| State Bank of India | Financial | Equity | 0.13% |
| Bajaj Finance Ltd. | Financial | Equity | 0.02% |
| State Bank of India | Financial | Futures | 0.01% |
| Cipla Ltd. | Healthcare | Futures | 0.00% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.00% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Futures | -- |
| Aurobindo Pharma Ltd. | Healthcare | Futures | -- |
| Bharat Electronics Ltd. | Capital Goods | Futures | -- |
| Eicher Motors Ltd. | Automobile | Futures | -- |
| The Federal Bank Ltd. | Financial | Futures | -- |
| Ambuja Cements Ltd. | Construction | Futures | -- |
| Hero Motocorp Ltd. | Automobile | Futures | -- |
| Hindustan Petroleum Corporation Ltd. | Energy | Futures | -- |
| JSW Steel Ltd. | Metals & Mining | Futures | -- |
| LIC Housing Finance Ltd. | Financial | Futures | -- |
| United Spirits Ltd. | Consumer Staples | Futures | -- |
| NMDC Ltd. | Metals & Mining | Futures | -- |
| Oil And Natural Gas Corporation Ltd. | Energy | Futures | -- |
| Shriram Finance Ltd | Financial | Futures | -- |
| Steel Authority Of India Ltd. | Metals & Mining | Futures | -- |
| Tata Motors Passenger Vehicles Ltd. | Automobile | Futures | -- |
| Tata Power Company Ltd. | Energy | Futures | -- |
| Titan Company Ltd. | Consumer Discretionary | Futures | -- |
| Power Grid Corporation Of India Ltd. | Energy | Futures | -- |
| Punjab National Bank | Financial | Futures | -- |
| Zydus Lifesciences Ltd. | Healthcare | Futures | -- |
| Hindustan Aeronautics Ltd. | Capital Goods | Futures | -- |
| TVS Motor Company Ltd. | Automobile | Futures | -- |
| Vodafone Idea Ltd. | Communication | Futures | -- |
| Biocon Ltd. | Healthcare | Futures | -- |
| Coforge Ltd. | Technology | Futures | -- |
| DLF Ltd. | Construction | Futures | -- |
| Info Edge (India) Ltd. | Services | Futures | -- |
| Adani Ports and Special Economic Zone Ltd. | Services | Futures | -- |
| Multi Commodity Exchange Of India Ltd. | Services | Futures | -- |
| Aditya Birla Capital Ltd. | Financial | Futures | -- |
| Ultratech Cement Ltd. | Construction | Futures | -0.00% |
| Pidilite Industries Ltd. | Chemicals | Futures | -0.00% |
| Petronet LNG Ltd. | Energy | Futures | -0.00% |
| HDFC Life Insurance Co Ltd. | Insurance | Futures | -0.00% |
| Indus Towers Ltd. | Communication | Futures | -0.01% |
| ITC Ltd. | Consumer Staples | Futures | -0.01% |
| NTPC Ltd. | Energy | Futures | -0.01% |
| Bank Of Baroda | Financial | Futures | -0.01% |
| Hindalco Industries Ltd. | Metals & Mining | Futures | -0.01% |
| Larsen & Toubro Ltd. | Construction | Futures | -0.01% |
| Reliance Industries Ltd. | Energy | Futures | -0.01% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Futures | -0.01% |
| Bharti Airtel Ltd. | Communication | Futures | -0.01% |
| GMR Airports Ltd. | Construction | Futures | -0.01% |
| Bandhan Bank Ltd. | Financial | Futures | -0.01% |
| Bajaj Finance Ltd. | Financial | Futures | -0.01% |
| Kotak Mahindra Bank Ltd. | Financial | Futures | -0.01% |
| HDFC Bank Ltd. | Financial | Futures | -0.02% |
| Axis Bank Ltd. | Financial | Futures | -0.02% |
| Mahindra & Mahindra Ltd. | Automobile | Futures | -0.73% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +9.0% | +8.2% | +8.1% | +8.1% |
| Category average (Hybrid Equity Savings) | +9.9% | +9.1% | +8.4% | -- |
| Rank (Hybrid Equity Savings) | 11 | 10 | 8 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Edelweiss Equity Savings Fund Growth | +6.67% | +10.85% | 1,313.18 | |
Kotak Equity Savings Fund Growth | +5.08% | +10.33% | 10,031.57 | |
UTI Equity Savings Fund Growth | +2.17% | +9.04% | 820.50 | |
DSP Equity Savings Fund Growth | +1.96% | +9.03% | 3,541.41 | |
ICICI Prudential Equity Savings Fund Growth | +2.91% | +7.62% | 16,868.08 | |
| Compare | ||||