| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹57,883 | -3.53% | |
| 3 years | ₹1,80,000 | ₹1,82,188 | +1.22% | |
| 5 years | ₹3,00,000 | ₹3,57,539 | +19.18% | |
| 10 years | ₹6,00,000 | ₹10,48,550 | +74.76% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| JUBILANT BEVCO LIMITED NCD 31MY28 FVRS1LAC | Consumer Staples | Debenture | 4.96% |
| JUBILANT BEVERAGES LIMITED NCD 31MY28 FVRS1LAC | Consumer Staples | Debenture | 3.03% |
| HDFC Bank Ltd | Financial | Equity | 2.97% |
| Axis Bank Ltd | Financial | Equity | 2.87% |
| ICICI Bank Ltd | Financial | Equity | 2.86% |
| State Bank of India | Financial | Equity | 2.84% |
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 2.82% |
| Zomato Ltd | Technology | Equity | 2.40% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 2.35% |
| POONAWALLA FINCORP LIMITED SR A1 7.65 NCD 21AP27 FVRS1LAC | Financial | Non Convertible Debenture | 2.28% |
| Bharti Airtel Ltd | Technology | Equity | 2.07% |
| Larsen & Toubro Ltd | Industrials | Equity | 2.06% |
| Bharat Electronics Ltd | Industrials | Equity | 2.04% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 1.73% |
| BHARTI TELECOM LIMITED SR XIX 8.65 NCD 05NV27 FVRS1LAC | Technology | Debenture | 1.67% |
| Infosys Ltd | Technology | Equity | 1.62% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 1.59% |
| SEDEMAC Mechatronics Ltd. | Industrials | Equity | 1.55% |
| RBL Bank Ltd | Financial | Equity | 1.51% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 1.43% |
| Britannia Industries Ltd | Consumer Staples | Equity | 1.39% |
| Dr. Reddy's Laboratories Ltd | Healthcare | Equity | 1.36% |
| Ultratech Cement Ltd | Materials | Equity | 1.35% |
| Interglobe Aviation Ltd | Industrials | Equity | 1.34% |
| 7.02% Punjab SDL (01-Jul-2030) | Unspecified | State Development Loan | 1.31% |
| Cipla Ltd | Healthcare | Equity | 1.31% |
| Marico Ltd | Consumer Staples | Equity | 1.30% |
| Ashok Leyland Ltd | Industrials | Equity | 1.29% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 1.27% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 1.27% |
| Tata Power Company Ltd | Energy & Utilities | Equity | 1.27% |
| Global Health Ltd | Healthcare | Equity | 1.25% |
| Metropolis Healthcare Ltd | Healthcare | Equity | 1.23% |
| Pine Labs Ltd. | Technology | Equity | 1.21% |
| BHARTI TELECOM LIMITED SR XXI 8.75 NCD 05NV29 FVRS1LAC | Technology | Non Convertible Debenture | 1.20% |
| Phoenix Mills Ltd | Real Estate | Equity | 1.20% |
| SBI Funds Management Ltd | Financial | Equity | 1.19% |
| Exide Industries Ltd | Consumer Discretionary | Equity | 1.18% |
| Astral Ltd | Industrials | Equity | 1.18% |
| TBO Tek Ltd. | Consumer Discretionary | Equity | 1.15% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR MIF 1B 6.07 LOA 19NV27 FVRS10LAC | Financial | Debenture | 1.14% |
| MAHINDRA AND MAHINDRA FINANCIAL SERVICES LIMITED SR AC2026 RR NCD 18MY29 FVRS1LAC | Financial | Debenture | 1.13% |
| SUMMIT DIGITEL INFRASTRUCTURE LIMITED 7.87 NCD 15MR30 FVRS1LAC | Technology | Non Convertible Debenture | 1.12% |
| POWER FINANCE CORPORATION LTD. SR BS214 6.92 BD 14AP32 FVRS10LAC | Financial | Debenture | 1.12% |
| STATE DEVELOPMENT LOAN 36998 PJB 28JN33 7.62 FV RS 100 | Unspecified | State Development Loan | 1.11% |
| BAJAJ FINANCE LIMITED 7.98 NCD 31JL29 FVRS1LAC | Financial | Bonds | 1.11% |
| EMBASSY OFFICE PARKS REIT SR XIII A 7.21 NCD 17MR28 FVRS1LAC | Real Estate | Debenture | 1.09% |
| Timken India Ltd | Industrials | Equity | 1.07% |
| Asian Paints Ltd | Materials | Equity | 1.06% |
| Lenskart Solutions Ltd. | Consumer Discretionary | Equity | 1.06% |
| Tata Steel Ltd | Materials | Equity | 1.06% |
| STATE DEVELOPMENT LOAN 36868 UKD 24DC32 7.64 FV RS 100 | Unspecified | State Development Loan | 1.05% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 1.02% |
| ICICI Lombard General Insurance Company Ltd | Financial | Equity | 1.02% |
| Angel One Ltd | Financial | Equity | 1.00% |
| Hyundai Motor India Ltd. | Consumer Discretionary | Equity | 0.97% |
| Eris Lifesciences Ltd | Healthcare | Equity | 0.96% |
| Data Patterns (India) Ltd | Industrials | Equity | 0.95% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 0.94% |
| IIFL Wealth Management Ltd | Financial | Equity | 0.91% |
| Suzlon Energy Ltd | Industrials | Equity | 0.90% |
| STATE DEVELOPMENT LOAN 36950 PJB 14JN31 7.48 FV RS 100 | Unspecified | State Development Loan | 0.89% |
| Emmvee Photovoltaic Power Ltd. | Energy & Utilities | Equity | 0.84% |
| Aptus Value Housing Finance India Ltd | Financial | Equity | 0.72% |
| PB Fintech Ltd | Financial | Equity | 0.70% |
| STATE DEVELOPMENT LOAN 36849 BH 24DC33 7.65 FV RS 100 | Unspecified | State Development Loan | 0.70% |
| STATE DEVELOPMENT LOAN 36569 UKD 01OT32 7.3 FV RS 100 | Unspecified | State Development Loan | 0.67% |
| ZF Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | Equity | 0.50% |
| STATE DEVELOPMENT LOAN 37652 KER 08JL39 7.56 FV RS 100 | Unspecified | State Development Loan | 0.28% |
| BAJAJ FINANCE LIMITED 7.82% NCD 31JN34 FVRS1LAC | Financial | Debenture | 0.23% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR IX 7.68 BD 10AG27 FVRS1LAC | Financial | Debenture | 0.23% |
| Union Bank of India CD | Financial | Certificate of Deposit | 0.21% |
| STATE DEVELOPMENT LOAN 37648 HP 08JL39 7.56 FV RS 100 | Unspecified | State Development Loan | 0.19% |
| STATE DEVELOPMENT LOAN 37162 MH 04MR47 7.66 FV RS 100 | Unspecified | State Development Loan | 0.06% |
| STATE DEVELOPMENT LOAN 35647 CHT 05MR37 7.32 FV RS 100 | Unspecified | State Development Loan | 0.02% |
| STATE DEVELOPMENT LOAN 35669 WB 05MR38 7.32 FV RS 100 | Unspecified | State Development Loan | 0.02% |
| GOVERNMENT OF INDIA 31719 GOI 20JU27 7.38 FV RS 100 | Entities | GOI Securities | 0.01% |
| GLOBSYN TECH EQ | Technology | Equity | 0.00% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +8.4% | +8.0% | +10.8% | +12.9% |
| Category average (Hybrid Aggressive Hybrid) | +10.3% | +8.9% | +11.7% | +13.0% |
| Rank (Hybrid Aggressive Hybrid) | 31 | 27 | 17 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
| +11.41% | +15.54% | 2,195.61 | ||
| -1.74% | +12.09% | 3,874.95 | ||
| -3.88% | +11.93% | 50,706.13 | ||
| -1.13% | +11.26% | 86,162.80 | ||
| -3.69% | +9.43% | 3,856.85 | ||
| Compare | ||||