| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹59,909 | -0.15% | |
| 3 years | ₹1,80,000 | ₹2,00,934 | +11.63% | |
| 5 years | ₹3,00,000 | ₹3,91,875 | +30.63% | |
| 10 years | ₹6,00,000 | ₹11,51,619 | +91.94% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 5.21% |
| ICICI Bank Ltd. | Financial | Equity | 5.02% |
| Jubilant Bevco Ltd. | Consumer Staples | Debenture | 5.01% |
| Reliance Industries Ltd. | Energy | Equity | 4.10% |
| Axis Bank Ltd. | Financial | Equity | 3.49% |
| State Bank of India | Financial | Equity | 3.21% |
| Jubilant Beverages Ltd. | Consumer Staples | Debenture | 3.06% |
| Bharti Airtel Ltd. | Communication | Equity | 3.05% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.80% |
| Infosys Ltd. | Technology | Equity | 2.52% |
| Poonawalla Fincorp Ltd. | Financial | NCD | 2.47% |
| HCL Technologies Ltd. | Technology | Equity | 2.23% |
| NTPC Ltd. | Energy | Equity | 2.23% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 1.91% |
| Eternal Ltd. | Services | Equity | 1.80% |
| Ultratech Cement Ltd. | Construction | Equity | 1.69% |
| Bharti Telecom Ltd. | Communication | Debenture | 1.69% |
| Uttarakhand State | Others | SDL | 1.66% |
| Tata Steel Ltd. | Metals & Mining | Equity | 1.60% |
| Marico Ltd. | Consumer Staples | Equity | 1.56% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 1.51% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 1.50% |
| Interglobe Aviation Ltd. | Services | Equity | 1.40% |
| The Phoenix Mills Ltd. | Construction | Equity | 1.39% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.38% |
| GOI | Sovereign | GOI Sec | 1.38% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.38% |
| Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 1.29% |
| Maharashtra State | Others | SDL | 1.27% |
| Bharti Telecom Ltd. | Communication | NCD | 1.22% |
| Summit Digitel Infrastructure Pvt. Ltd. | Communication | NCD | 1.18% |
| CESC Ltd. | Energy | Equity | 1.18% |
| Punjab State | Others | SDL | 1.16% |
| Embassy Office Parks REIT | Construction | Debenture | 1.15% |
| Power Finance Corporation Ltd. | Financial | Debenture | 1.14% |
| Metropolis Healthcare Ltd. | Healthcare | Equity | 1.12% |
| PB Fintech Ltd. | Services | Equity | 1.12% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 1.11% |
| Uttarakhand State | Others | SDL | 1.11% |
| National Bank For Agriculture & Rural Development | Financial | CD | 1.08% |
| Ashok Leyland Ltd. | Automobile | Equity | 1.07% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 1.06% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 1.03% |
| Eris Lifesciences Ltd. | Healthcare | Equity | 1.02% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 1.02% |
| Punjab State | Others | SDL | 0.94% |
| REC Ltd. | Financial | Bonds | 0.91% |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | Equity | 0.81% |
| Nexus Select Trust | Construction | REITs | 0.80% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 0.74% |
| Bihar State | Others | SDL | 0.74% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 0.74% |
| Canara HSBC Life Insurance Company Ltd. | Insurance | Equity | 0.71% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.66% |
| Tata Capital Ltd. | Financial | Equity | 0.66% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 0.63% |
| PNB Housing Finance Ltd. | Financial | Equity | 0.61% |
| Lemon Tree Hotels Ltd. | Services | Equity | 0.58% |
| V-Mart Retail Ltd. | Services | Equity | 0.55% |
| Angel One Ltd. | Financial | Equity | 0.53% |
| Amara Raja Energy & Mobility Ltd | Capital Goods | Equity | 0.50% |
| Kotak Mahindra Investments Ltd. | Financial | Debenture | 0.50% |
| Bajaj Finance Ltd. | Financial | Debenture | 0.47% |
| ABB India Ltd. | Capital Goods | Equity | 0.41% |
| GOI | Sovereign | GOI Sec | 0.24% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.23% |
| Chhattisgarh State | Others | SDL | 0.02% |
| West Bengal State | Others | SDL | 0.02% |
| Oil And Natural Gas Corporation Ltd. | Energy | Equity | 0.02% |
| Kwality Wall's (India) Ltd. | Consumer Staples | Equity | 0.01% |
| GOI | Sovereign | GOI Sec | 0.01% |
| Globsyn Technologies | Technology | Equity | 0.00% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +15.2% | +13.4% | +12.4% | +13.8% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 24 | 21 | 16 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Equity & Debt Fund Direct Growth | +7.95% | +19.32% | 46,700.42 | |
JM Aggressive Hybrid Fund Direct Growth | +1.91% | +19.12% | 651.98 | |
Edelweiss Aggressive Hybrid Fund Direct Growth | +7.10% | +17.82% | 3,308.91 | |
Nippon India Aggressive Hybrid Fund Direct Growth | +7.59% | +15.60% | 3,700.53 | |
Franklin India Aggressive Hybrid Fund Direct Growth | +3.74% | +15.16% | 2,163.53 | |
| Compare | ||||