| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹60,414 | +0.69% | |
| 3 years | ₹1,80,000 | ₹1,91,759 | +6.53% | |
| 5 years | ₹3,00,000 | ₹3,50,276 | +16.76% | |
| 10 years | ₹6,00,000 | ₹8,47,842 | +41.31% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 20.56% |
| BAJAJ FINANCE LIMITED 7.82% NCD 31JN34 FVRS1LAC | Financial | Debenture | 7.45% |
| INDIAN BANK CD 06NOV26 | Financial | Certificate of Deposit | 7.06% |
| JUBILANT BEVCO LIMITED NCD 31MY28 FVRS1LAC | Consumer Staples | Debenture | 6.92% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25G 7.48 BD 15SP28 FVRS1LAC | Financial | Bonds | 5.09% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR IX 7.68 BD 10AG27 FVRS1LAC | Financial | Debenture | 4.93% |
| BAJAJ HOUSING FINANCE LIMITED 7.90 NCD 28AP28 FVRS10LAC | Financial | Debenture | 4.89% |
| POONAWALLA FINCORP LIMITED SR A2 7.70 NCD 21AP28 FVRS1LAC | Financial | Non Convertible Debenture | 4.86% |
| Canara Bank (30/11/2026) ** # | Financial | Certificate of Deposit | 4.69% |
| REC LIMITED SR 239 BD 03NV34 FVRS1LAC | Financial | Bonds | 3.27% |
| STATE DEVELOPMENT LOAN 37162 MH 04MR47 7.66 FV RS 100 | Unspecified | State Development Loan | 2.46% |
| KOTAK MAHINDRA INVESTMENTS LIMITED 8.3774 NCD 21JU27 FVRS1LAC | Financial | Debenture | 2.43% |
| Power Finance Corporation Ltd SR-158 Bonds 7.18 20/01/2027 | Financial | Bonds | 2.40% |
| JUBILANT BEVERAGES LIMITED NCD 31MY28 FVRS1LAC | Consumer Staples | Debenture | 1.85% |
| Franklin India Long Term Fund Direct-Growth | Unspecified | Mutual Fund | 1.46% |
| HDFC Bank Ltd | Financial | Equity | 1.20% |
| ICICI Bank Ltd | Financial | Equity | 1.07% |
| Axis Bank Ltd | Financial | Equity | 1.06% |
| State Bank of India | Financial | Equity | 0.96% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 0.81% |
| Zomato Ltd | Technology | Equity | 0.78% |
| Infosys Ltd | Technology | Equity | 0.74% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 0.70% |
| Bharat Electronics Ltd | Industrials | Equity | 0.70% |
| Larsen & Toubro Ltd | Industrials | Equity | 0.69% |
| Bharti Airtel Ltd | Technology | Equity | 0.65% |
| Marico Ltd | Consumer Staples | Equity | 0.51% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 0.48% |
| Britannia Industries Ltd | Consumer Staples | Equity | 0.45% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 0.44% |
| Ultratech Cement Ltd | Materials | Equity | 0.44% |
| Cipla Ltd | Healthcare | Equity | 0.44% |
| Tata Power Company Ltd | Energy & Utilities | Equity | 0.41% |
| Metropolis Healthcare Ltd | Healthcare | Equity | 0.41% |
| PB Fintech Ltd | Financial | Equity | 0.40% |
| RBL Bank Ltd | Financial | Equity | 0.40% |
| Tata Steel Ltd | Materials | Equity | 0.38% |
| Others Class A2 AIF | Unspecified | Alternative Investment Fund | 0.36% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 0.36% |
| Phoenix Mills Ltd | Real Estate | Equity | 0.36% |
| Pine Labs Ltd. | Technology | Equity | 0.36% |
| Angel One Ltd | Financial | Equity | 0.34% |
| Ashok Leyland Ltd | Industrials | Equity | 0.33% |
| Hyundai Motor India Ltd. | Consumer Discretionary | Equity | 0.32% |
| Dr. Reddy's Laboratories Ltd | Healthcare | Equity | 0.31% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 0.28% |
| Global Health Ltd | Healthcare | Equity | 0.26% |
| ICICI Lombard General Insurance Company Ltd | Financial | Equity | 0.26% |
| Exide Industries Ltd | Consumer Discretionary | Equity | 0.25% |
| Interglobe Aviation Ltd | Industrials | Equity | 0.25% |
| Lenskart Solutions Ltd. | Consumer Discretionary | Equity | 0.23% |
| Suzlon Energy Ltd | Industrials | Equity | 0.23% |
| TBO Tek Ltd. | Consumer Discretionary | Equity | 0.21% |
| CESC Ltd | Energy & Utilities | Equity | 0.21% |
| Eris Lifesciences Ltd | Healthcare | Equity | 0.20% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 0.18% |
| Emmvee Photovoltaic Power Ltd. | Energy & Utilities | Equity | 0.15% |
| Timken India Ltd | Industrials | Equity | 0.04% |
| Lemon Tree Hotels Ltd | Consumer Discretionary | Equity | 0.02% |
| Astral Ltd | Industrials | Equity | 0.02% |
| 7.71% GOI 18-May-2066 | Entities | GOI Securities | 0.01% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +6.8% | +6.3% | +6.5% | +8.9% |
| Category average (Hybrid Conservative Hybrid) | +9.1% | +8.0% | +7.8% | -- |
| Rank (Hybrid Conservative Hybrid) | 12 | 15 | 15 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
| +4.40% | +8.85% | 3,481.42 | ||
| +5.12% | +8.75% | 130.58 | ||
| +5.85% | +7.71% | 983.92 | ||
| +1.98% | +7.71% | 3,329.16 | ||
| +4.01% | +7.60% | 10,226.23 | ||
| Compare | ||||