| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹58,760 | -2.07% | |
| 3 years | ₹1,80,000 | ₹1,95,746 | +8.75% | |
| 5 years | ₹3,00,000 | ₹3,72,055 | +24.02% | |
| 10 years | ₹6,00,000 | ₹10,95,667 | +82.61% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 4.86% |
| Reliance Industries Ltd. | Energy | Equity | 4.27% |
| HDFC Bank Ltd. | Financial | Equity | 3.74% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.08% |
| Bharti Airtel Ltd. | Communication | Equity | 2.86% |
| State Bank of India | Financial | Equity | 2.85% |
| TVS Motor Company Ltd. | Automobile | Equity | 2.55% |
| Infosys Ltd. | Technology | Equity | 2.48% |
| Bajaj Finance Ltd. | Financial | Equity | 1.83% |
| Axis Bank Ltd. | Financial | Equity | 1.58% |
| ITC Ltd. | Consumer Staples | Equity | 1.52% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 1.48% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 1.44% |
| Tata Consultancy Services Ltd. | Technology | Equity | 1.41% |
| HCL Technologies Ltd. | Technology | Equity | 1.23% |
| HDB Financial Services Ltd. | Financial | Debenture | 1.22% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 1.17% |
| Edelweiss Liquid Super Institutional Direct-Growth | -- | Mutual Fund | 1.17% |
| Tech Mahindra Ltd. | Technology | Equity | 1.16% |
| Aditya Birla Capital Ltd. | Financial | NCD | 1.14% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 1.13% |
| Indus Towers Ltd. | Communication | Equity | 1.10% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.10% |
| NTPC Ltd. | Energy | Equity | 1.10% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.10% |
| Vedanta Ltd. | Metals & Mining | Equity | 1.09% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 1.05% |
| Glenmark Pharmaceuticals Ltd. | Healthcare | Equity | 1.05% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 0.96% |
| Ultratech Cement Ltd. | Construction | Equity | 0.88% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 0.88% |
| Muthoot Finance Ltd. | Financial | Equity | 0.86% |
| Lupin Ltd. | Healthcare | Equity | 0.83% |
| Tata Steel Ltd. | Metals & Mining | Equity | 0.78% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.77% |
| Pidilite Industries Ltd. | Chemicals | Equity | 0.77% |
| Polycab India Ltd. | Capital Goods | Equity | 0.76% |
| Asian Paints Ltd. | Chemicals | Equity | 0.76% |
| HDB Financial Services Ltd. | Financial | Debenture | 0.76% |
| GOI | Sovereign | GOI Sec | 0.74% |
| UPL Ltd. | Chemicals | Equity | 0.73% |
| Marico Ltd. | Consumer Staples | Equity | 0.72% |
| Indian Bank | Financial | Equity | 0.71% |
| Eternal Ltd. | Services | Equity | 0.70% |
| Avenue Supermarts Ltd. | Services | Equity | 0.70% |
| Power Finance Corporation Ltd. | Financial | Equity | 0.70% |
| Cholamandalam Financial Holdings Ltd. | Financial | Equity | 0.69% |
| Minda Corporation Ltd. | Automobile | Equity | 0.69% |
| Premier Energies Ltd. | Energy | Equity | 0.69% |
| Persistent Systems Ltd. | Technology | Equity | 0.68% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 0.67% |
| Craftsman Automation Ltd. | Automobile | Equity | 0.65% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 0.62% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 0.61% |
| RBL Bank Ltd. | Financial | Equity | 0.61% |
| Bajaj Finserv Ltd. | Financial | Equity | 0.59% |
| Granules India Ltd. | Healthcare | Equity | 0.58% |
| GOI | Sovereign | GOI Sec | 0.57% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.57% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 0.56% |
| IDFC First Bank Ltd. | Financial | Equity | 0.55% |
| Union Bank of India | Financial | Equity | 0.52% |
| Interglobe Aviation Ltd. | Services | Equity | 0.50% |
| Jyoti CNC Automation Ltd. | Capital Goods | Equity | 0.50% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 0.49% |
| Mphasis Ltd. | Technology | Equity | 0.48% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 0.46% |
| Shriram Finance Ltd | Financial | Equity | 0.45% |
| APL Apollo Tubes Ltd. | Metals & Mining | Equity | 0.44% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Equity | 0.44% |
| Oil And Natural Gas Corporation Ltd. | Energy | Equity | 0.43% |
| Ather Energy Ltd. | Automobile | Equity | 0.43% |
| Ashok Leyland Ltd. | Automobile | Futures | 0.42% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 0.42% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 0.41% |
| Punjab National Bank | Financial | Equity | 0.41% |
| Bharat Heavy Electricals Ltd. | Capital Goods | Equity | 0.40% |
| REC Ltd. | Financial | Equity | 0.40% |
| Schaeffler India Ltd. | Capital Goods | Equity | 0.39% |
| Kaynes Technology India Ltd. | Capital Goods | Equity | 0.39% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.38% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 0.38% |
| Samvardhana Motherson International Ltd. | Automobile | Debenture | 0.38% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.38% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.38% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 0.37% |
| Vodafone Idea Ltd. | Communication | Equity | 0.36% |
| Abbott India Ltd. | Healthcare | Equity | 0.36% |
| GAIL (India) Ltd. | Energy | Equity | 0.32% |
| United Spirits Ltd. | Consumer Staples | Equity | 0.31% |
| Bajaj Auto Ltd. | Automobile | Equity | 0.28% |
| Trent Ltd. | Services | Equity | 0.26% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.26% |
| Manappuram Finance Ltd. | Financial | Equity | 0.25% |
| Brigade Enterprises Ltd. | Construction | Equity | 0.25% |
| The Phoenix Mills Ltd. | Construction | Equity | 0.24% |
| Vishal Mega Mart Ltd. | Services | Equity | 0.20% |
| IndiGrid Infrastructure Trust | Capital Goods | Debenture | 0.19% |
| Aditya Birla Housing Finance Ltd. | Financial | Debenture | 0.19% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 0.17% |
| 360 One Wam Ltd. | Financial | Equity | 0.17% |
| Housing & Urban Development Corporation Ltd. | Financial | Equity | 0.16% |
| Life Insurance Corporation of India | Insurance | Equity | 0.16% |
| SJVN Ltd. | Energy | Equity | 0.14% |
| Edelweiss CRISIL IBX AAA Financial Services Bond - Jan 2028 Index Fund Direct-Growth | -- | Mutual Fund | 0.14% |
| PI Industries Ltd. | Chemicals | Futures | 0.13% |
| Hero Motocorp Ltd. | Automobile | Equity | 0.11% |
| Edelweiss CRISIL-IBX AAA Bond NBFC-HFC - Jun 2027 Index Fund Direct-Growth | -- | Mutual Fund | 0.08% |
| Axis Finance Ltd. | Financial | Debenture | 0.08% |
| GOI | Sovereign | GOI Sec | 0.07% |
| PI Industries Ltd. | Chemicals | Equity | 0.05% |
| GOI | Sovereign | GOI Sec | 0.04% |
| GOI | Sovereign | GOI Sec | 0.04% |
| Indiqube Spaces Ltd. | Services | Equity | 0.03% |
| GOI | Sovereign | GOI Sec | 0.02% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.02% |
| Page Industries Ltd. | Textiles | Equity | 0.01% |
| Vikram Solar Ltd. | Energy | Equity | 0.01% |
| Kwality Wall's (India) Ltd. | Consumer Staples | Equity | 0.01% |
| Page Industries Ltd. | Textiles | Futures | 0.00% |
| Orkla India Ltd. | Consumer Staples | Equity | 0.00% |
| Brookfield India Real Estate Trust REIT | Construction | REITs | 0.00% |
| Ashok Leyland Ltd. | Automobile | Equity | 0.00% |
| Infosys Ltd. | Technology | Call Option | -0.00% |
| Tech Mahindra Ltd. | Technology | Call Option | -0.01% |
| Tata Consultancy Services Ltd. | Technology | Call Option | -0.01% |
| HCL Technologies Ltd. | Technology | Call Option | -0.01% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +12.5% | +10.8% | +12.0% | +12.0% |
| Category average (Hybrid Dynamic Asset Allocation) | +11.9% | +10.7% | +9.6% | -- |
| Rank (Hybrid Dynamic Asset Allocation) | 14 | 6 | 3 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
HDFC Balanced Advantage Fund Direct Growth | +3.60% | +16.20% | 1,07,589.67 | |
SBI Balanced Advantage Fund Direct Growth | +6.56% | +13.28% | 40,952.47 | |
DSP Dynamic Asset Allocation Fund Direct Growth | +6.20% | +13.23% | 3,731.96 | |
ICICI Prudential Balanced Advantage Direct Growth | +7.38% | +12.63% | 71,150.75 | |
Nippon India Balanced Advantage Fund Direct Growth | +5.13% | +12.61% | 9,687.94 | |
| Compare | ||||