| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹58,287 | -2.85% | |
| 3 years | ₹1,80,000 | ₹1,91,392 | +6.33% | |
| 5 years | ₹3,00,000 | ₹3,75,124 | +25.04% | |
| 10 years | ₹6,00,000 | ₹11,03,636 | +83.94% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 5.76% |
| HDFC Bank Ltd | Financial | Equity | 5.15% |
| ICICI Bank Ltd | Financial | Equity | 4.93% |
| JUBILANT BEVCO LIMITED NCD 31MY28 FVRS1LAC | Consumer Staples | Debenture | 4.72% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 4.10% |
| Axis Bank Ltd | Financial | Equity | 3.58% |
| State Bank of India | Financial | Equity | 3.29% |
| Bharti Airtel Ltd | Technology | Equity | 3.03% |
| Larsen & Toubro Ltd | Industrials | Equity | 3.01% |
| JUBILANT BEVERAGES LIMITED NCD 31MY28 FVRS1LAC | Consumer Staples | Debenture | 2.88% |
| NTPC Ltd | Energy & Utilities | Equity | 2.25% |
| Infosys Ltd | Technology | Equity | 2.23% |
| POONAWALLA FINCORP LIMITED SR A1 7.65 NCD 21AP27 FVRS1LAC | Financial | Non Convertible Debenture | 2.17% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 1.88% |
| HCL Technologies Ltd | Technology | Equity | 1.87% |
| Zomato Ltd | Technology | Equity | 1.82% |
| Ultratech Cement Ltd | Materials | Equity | 1.71% |
| Tata Steel Ltd | Materials | Equity | 1.65% |
| BHARTI TELECOM LIMITED SR XIX 8.65 NCD 05NV27 FVRS1LAC | Technology | Debenture | 1.60% |
| Marico Ltd | Consumer Staples | Equity | 1.55% |
| Phoenix Mills Ltd | Real Estate | Equity | 1.53% |
| STATE DEVELOPMENT LOAN 36569 UKD 01OT32 7.3 FV RS 100 | Unspecified | State Development Loan | 1.50% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 1.49% |
| Britannia Industries Ltd | Consumer Staples | Equity | 1.49% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 1.47% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 1.46% |
| Interglobe Aviation Ltd | Industrials | Equity | 1.43% |
| CESC Ltd | Energy & Utilities | Equity | 1.38% |
| PB Fintech Ltd | Financial | Equity | 1.23% |
| STATE DEVELOPMENT LOAN 37162 MH 04MR47 7.66 FV RS 100 | Unspecified | State Development Loan | 1.21% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 1.19% |
| Metropolis Healthcare Ltd | Healthcare | Equity | 1.16% |
| BHARTI TELECOM LIMITED SR XXI 8.75 NCD 05NV29 FVRS1LAC | Technology | Non Convertible Debenture | 1.15% |
| Bharat Electronics Ltd | Industrials | Equity | 1.12% |
| STATE DEVELOPMENT LOAN 36998 PJB 28JN33 7.62 FV RS 100 | Unspecified | State Development Loan | 1.10% |
| SUMMIT DIGITEL INFRASTRUCTURE LIMITED 7.87 NCD 15MR30 FVRS1LAC | Technology | Non Convertible Debenture | 1.09% |
| EMBASSY OFFICE PARKS REIT SR XIII A 7.21 NCD 17MR28 FVRS1LAC | Real Estate | Debenture | 1.08% |
| POWER FINANCE CORPORATION LTD. SR BS214 6.92 BD 14AP32 FVRS10LAC | Financial | Debenture | 1.07% |
| Ashok Leyland Ltd | Industrials | Equity | 1.05% |
| STATE DEVELOPMENT LOAN 36868 UKD 24DC32 7.64 FV RS 100 | Unspecified | State Development Loan | 1.04% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 1.04% |
| ICICI Lombard General Insurance Company Ltd | Financial | Equity | 0.99% |
| Eris Lifesciences Ltd | Healthcare | Equity | 0.98% |
| PNB Housing Finance Ltd | Financial | Equity | 0.91% |
| STATE DEVELOPMENT LOAN 36950 PJB 14JN31 7.48 FV RS 100 | Unspecified | State Development Loan | 0.89% |
| Hindalco Industries Ltd | Materials | Equity | 0.81% |
| Nexus Select Trust | Industrials | Real Estate Investment Trusts | 0.77% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 0.75% |
| STATE DEVELOPMENT LOAN 36849 BH 24DC33 7.65 FV RS 100 | Unspecified | State Development Loan | 0.69% |
| Lemon Tree Hotels Ltd | Consumer Discretionary | Equity | 0.69% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 0.68% |
| TATA CAPITAL LIMITED EQ | Financial | Equity | 0.68% |
| ZF Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | Equity | 0.64% |
| REC LIMITED SR 239 BD 03NV34 FVRS1LAC | Financial | Bonds | 0.64% |
| Canara HSBC Life Insurance Company Ltd. | Financial | Equity | 0.63% |
| Amara Raja Batteries Ltd | Consumer Discretionary | Equity | 0.61% |
| HDFC Life Insurance Co Ltd | Financial | Equity | 0.59% |
| Angel One Ltd | Financial | Equity | 0.54% |
| ABB India Ltd | Industrials | Equity | 0.47% |
| V-Mart Retail Ltd | Consumer Discretionary | Equity | 0.43% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 0.35% |
| 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% |
| Motherson Sumi Wiring India Ltd | Industrials | Equity | 0.21% |
| GOVERNMENT OF INDIA 35840 GOI 15AP65 6.9 FV RS 100 | Entities | GOI Securities | 0.09% |
| 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 | +12.3% | +10.7% | +11.9% | +13.4% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 23 | 24 | 16 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
| +2.49% | +16.49% | 50,367.73 | ||
| +2.17% | +15.56% | 3,627.22 | ||
| +4.22% | +13.92% | 83,353.48 | ||
| +0.86% | +12.83% | 3,958.21 | ||
| -2.71% | +12.34% | 2,305.63 | ||
| Compare | ||||