| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹60,506 | +0.84% | |
| 3 years | ₹1,80,000 | ₹1,92,349 | +6.86% | |
| 5 years | ₹3,00,000 | ₹3,72,213 | +24.07% | |
| 10 years | ₹6,00,000 | ₹10,57,039 | +76.17% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd | Financial | Equity | 4.75% |
| JUBILANT BEVCO LIMITED NCD 31MY28 FVRS1LAC | Consumer Staples | Debenture | 4.70% |
| State Bank of India | Financial | Equity | 3.48% |
| ICICI Bank Ltd | Financial | Equity | 3.46% |
| Axis Bank Ltd | Financial | Equity | 3.12% |
| JUBILANT BEVERAGES LIMITED NCD 31MY28 FVRS1LAC | Consumer Staples | Debenture | 2.88% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 2.63% |
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 2.61% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 2.26% |
| Bharti Airtel Ltd | Technology | Equity | 2.23% |
| Zomato Ltd | Technology | Equity | 2.18% |
| POONAWALLA FINCORP LIMITED SR A1 7.65 NCD 21AP27 FVRS1LAC | Financial | Non Convertible Debenture | 2.15% |
| Infosys Ltd | Technology | Equity | 2.08% |
| Larsen & Toubro Ltd | Industrials | Equity | 2.07% |
| HCL Technologies Ltd | Technology | Equity | 2.05% |
| 7.02% Punjab SDL (01-Jul-2030) | Unspecified | State Development Loan | 1.70% |
| BHARTI TELECOM LIMITED SR XIX 8.65 NCD 05NV27 FVRS1LAC | Technology | Debenture | 1.59% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 1.57% |
| STATE DEVELOPMENT LOAN 36569 UKD 01OT32 7.3 FV RS 100 | Unspecified | State Development Loan | 1.52% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 1.45% |
| Ultratech Cement Ltd | Materials | Equity | 1.41% |
| Marico Ltd | Consumer Staples | Equity | 1.38% |
| Bharat Electronics Ltd | Industrials | Equity | 1.38% |
| Britannia Industries Ltd | Consumer Staples | Equity | 1.37% |
| Cipla Ltd | Healthcare | Equity | 1.37% |
| Interglobe Aviation Ltd | Industrials | Equity | 1.33% |
| NTPC Ltd | Energy & Utilities | Equity | 1.25% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 1.24% |
| Global Health Ltd | Healthcare | Equity | 1.23% |
| SBI Funds Management Ltd | Financial | Equity | 1.17% |
| BHARTI TELECOM LIMITED SR XXI 8.75 NCD 05NV29 FVRS1LAC | Technology | Non Convertible Debenture | 1.14% |
| Metropolis Healthcare Ltd | Healthcare | Equity | 1.13% |
| Ashok Leyland Ltd | Industrials | Equity | 1.09% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR MIF 1B 6.07 LOA 19NV27 FVRS10LAC | Financial | Debenture | 1.09% |
| POWER FINANCE CORPORATION LTD. SR BS214 6.92 BD 14AP32 FVRS10LAC | Financial | Debenture | 1.08% |
| SUMMIT DIGITEL INFRASTRUCTURE LIMITED 7.87 NCD 15MR30 FVRS1LAC | Technology | Non Convertible Debenture | 1.08% |
| MAHINDRA AND MAHINDRA FINANCIAL SERVICES LIMITED SR AC2026 RR NCD 18MY29 FVRS1LAC | Financial | Debenture | 1.08% |
| STATE DEVELOPMENT LOAN 36998 PJB 28JN33 7.62 FV RS 100 | Unspecified | State Development Loan | 1.07% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 1.07% |
| BAJAJ FINANCE LIMITED 7.98 NCD 31JL29 FVRS1LAC | Financial | Bonds | 1.06% |
| EMBASSY OFFICE PARKS REIT SR XIII A 7.21 NCD 17MR28 FVRS1LAC | Real Estate | Debenture | 1.06% |
| Asian Paints Ltd | Materials | Equity | 1.05% |
| Tata Steel Ltd | Materials | Equity | 1.04% |
| STATE DEVELOPMENT LOAN 36868 UKD 24DC32 7.64 FV RS 100 | Unspecified | State Development Loan | 1.02% |
| PB Fintech Ltd | Financial | Equity | 1.02% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 1.01% |
| ICICI Lombard General Insurance Company Ltd | Financial | Equity | 1.00% |
| Suzlon Energy Ltd | Industrials | Equity | 1.00% |
| Eris Lifesciences Ltd | Healthcare | Equity | 1.00% |
| CESC Ltd | Energy & Utilities | Equity | 0.98% |
| Phoenix Mills Ltd | Real Estate | Equity | 0.96% |
| RBL Bank Ltd | Financial | Equity | 0.95% |
| Exide Industries Ltd | Consumer Discretionary | Equity | 0.95% |
| Pine Labs Ltd. | Technology | Equity | 0.94% |
| STATE DEVELOPMENT LOAN 37162 MH 04MR47 7.66 FV RS 100 | Unspecified | State Development Loan | 0.93% |
| STATE DEVELOPMENT LOAN 36950 PJB 14JN31 7.48 FV RS 100 | Unspecified | State Development Loan | 0.86% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 0.80% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 0.78% |
| Motherson Sumi Wiring India Ltd | Industrials | Equity | 0.74% |
| IIFL Wealth Management Ltd | Financial | Equity | 0.72% |
| ZF Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | Equity | 0.72% |
| Lenskart Solutions Ltd. | Consumer Discretionary | Equity | 0.71% |
| STATE DEVELOPMENT LOAN 36849 BH 24DC33 7.65 FV RS 100 | Unspecified | State Development Loan | 0.68% |
| Aptus Value Housing Finance India Ltd | Financial | Equity | 0.66% |
| Lemon Tree Hotels Ltd | Consumer Discretionary | Equity | 0.62% |
| ASK Automotive Ltd. | Consumer Discretionary | Equity | 0.53% |
| Angel One Ltd | Financial | Equity | 0.50% |
| REC LIMITED SR 239 BD 03NV34 FVRS1LAC | Financial | Bonds | 0.50% |
| Emmvee Photovoltaic Power Ltd. | Energy & Utilities | Equity | 0.41% |
| STATE DEVELOPMENT LOAN 37648 HP 08JL39 7.56 FV RS 100 | Unspecified | State Development Loan | 0.29% |
| STATE DEVELOPMENT LOAN 37652 KER 08JL39 7.56 FV RS 100 | Unspecified | State Development Loan | 0.27% |
| BAJAJ FINANCE LIMITED 7.82% NCD 31JN34 FVRS1LAC | Financial | Debenture | 0.22% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR IX 7.68 BD 10AG27 FVRS1LAC | Financial | Debenture | 0.22% |
| Union Bank of India CD | Financial | Certificate of Deposit | 0.20% |
| JSW Infrastructure Ltd | Industrials | Equity | 0.10% |
| 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 35840 GOI 15AP65 6.9 FV RS 100 | Entities | GOI Securities | 0.01% |
| GOVERNMENT OF INDIA 31719 GOI 20JU27 7.38 FV RS 100 | Entities | GOI Securities | 0.01% |
| Data Patterns (India) Ltd | Industrials | Equity | 0.00% |
| GLOBSYN TECH EQ | Technology | Equity | 0.00% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +10.4% | +9.7% | +10.4% | +13.1% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 27 | 22 | 18 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
| +14.87% | +17.37% | 1,840.69 | ||
| +3.62% | +14.47% | 52,432.51 | ||
| +4.58% | +13.24% | 3,907.28 | ||
| +3.04% | +13.00% | 703.72 | ||
| +6.97% | +10.83% | 20,080.76 | ||
| Compare | ||||