| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹62,717 | +4.53% | |
| 3 years | ₹1,80,000 | ₹2,29,170 | +27.32% | |
| 5 years | ₹3,00,000 | ₹4,51,111 | +50.37% | |
| 10 years | ₹6,00,000 | ₹12,83,171 | +113.86% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 6.44% |
| Jubilant Bevco Ltd. | Consumer Staples | Debenture | 4.62% |
| ICICI Bank Ltd. | Financial | Equity | 4.11% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.82% |
| Axis Bank Ltd. | Financial | Equity | 3.68% |
| State Bank of India | Financial | Equity | 3.48% |
| Reliance Industries Ltd. | Energy | Equity | 3.32% |
| Bharti Airtel Ltd. | Communication | Equity | 2.96% |
| GOI | Sovereign | GOI Sec | 2.85% |
| Jubilant Beverages Ltd. | Consumer Staples | Debenture | 2.82% |
| Infosys Ltd. | Technology | Equity | 2.38% |
| Poonawalla Fincorp Ltd. | Financial | NCD | 2.27% |
| HCL Technologies Ltd. | Technology | Equity | 2.13% |
| Uttarakhand State | Others | SDL | 1.99% |
| NTPC Ltd. | Energy | Equity | 1.93% |
| Ultratech Cement Ltd. | Construction | Equity | 1.83% |
| Eternal Ltd. | Services | Equity | 1.59% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 1.59% |
| Bharti Telecom Ltd. | Communication | Debenture | 1.56% |
| Marico Ltd. | Consumer Staples | Equity | 1.54% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 1.46% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 1.45% |
| Tata Steel Ltd. | Metals & Mining | Equity | 1.36% |
| Ashok Leyland Ltd. | Automobile | Equity | 1.26% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.26% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.25% |
| Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 1.25% |
| The Phoenix Mills Ltd. | Construction | Equity | 1.20% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 1.19% |
| CESC Ltd. | Energy | Equity | 1.14% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 1.14% |
| Bharti Telecom Ltd. | Communication | NCD | 1.13% |
| Karnataka State | Others | SDL | 1.11% |
| Summit Digitel Infrastructure Pvt. Ltd. | Communication | NCD | 1.09% |
| Interglobe Aviation Ltd. | Services | Equity | 1.09% |
| Punjab State | Others | SDL | 1.08% |
| Embassy Office Parks REIT | Construction | Debenture | 1.08% |
| PB Fintech Ltd. | Services | Equity | 1.07% |
| Power Finance Corporation Ltd. | Financial | Debenture | 1.06% |
| Uttarakhand State | Others | SDL | 1.04% |
| Metropolis Healthcare Ltd. | Healthcare | Equity | 0.97% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 0.97% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.88% |
| Punjab State | Others | SDL | 0.87% |
| REC Ltd. | Financial | Bonds | 0.84% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 0.82% |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | Equity | 0.82% |
| Nexus Select Trust | Construction | REITs | 0.79% |
| Eris Lifesciences Ltd. | Healthcare | Equity | 0.77% |
| Jubilant FoodWorks Ltd. | Services | Equity | 0.71% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 0.70% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.70% |
| Bihar State | Others | SDL | 0.68% |
| Tata Capital Ltd. | Financial | Equity | 0.67% |
| V-Mart Retail Ltd. | Services | Equity | 0.64% |
| Amara Raja Energy & Mobility Ltd | Capital Goods | Equity | 0.58% |
| Canara HSBC Life Insurance Company Ltd. | Insurance | Equity | 0.56% |
| Angel One Ltd. | Financial | Equity | 0.50% |
| Kotak Mahindra Investments Ltd. | Financial | Debenture | 0.46% |
| Lemon Tree Hotels Ltd. | Services | Equity | 0.44% |
| Bajaj Finance Ltd. | Financial | Debenture | 0.43% |
| PNB Housing Finance Ltd. | Financial | Equity | 0.42% |
| TeamLease Services Ltd. | Services | Equity | 0.41% |
| ABB India Ltd. | Capital Goods | Equity | 0.39% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.23% |
| GOI | Sovereign | GOI Sec | 0.22% |
| 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% |
| Numero Uno International Ltd | Services | Equity | 0.00% |
| Globsyn Technologies | Technology | Equity | 0.00% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +13.6% | +11.9% | +12.1% | +13.3% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 24 | 19 | 17 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Equity & Debt Fund Direct Growth | +3.93% | +18.11% | 50,205.35 | |
Edelweiss Aggressive Hybrid Fund Direct Growth | +1.61% | +16.59% | 3,545.93 | |
DSP Aggressive Hybrid Fund Direct Growth | -2.36% | +15.13% | 11,928.12 | |
Nippon India Aggressive Hybrid Fund Direct Growth | +2.38% | +14.67% | 4,063.06 | |
Franklin India Aggressive Hybrid Fund Direct Growth | -0.96% | +13.60% | 2,349.87 | |
| Compare | ||||