| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹60,874 | +1.46% | |
| 3 years | ₹1,80,000 | ₹1,93,960 | +7.76% | |
| 5 years | ₹3,00,000 | ₹3,53,931 | +17.98% | |
| 10 years | ₹6,00,000 | ₹8,56,614 | +42.77% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| BAJAJ FINANCE LIMITED 7.82% NCD 31JN34 FVRS1LAC | Financial | Debenture | 7.87% |
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 7.86% |
| INDIAN BANK CD 06NOV26 | Financial | Certificate of Deposit | 7.47% |
| KOTAK MAHINDRA BANK LIMITED CD 08JAN27 | Financial | Certificate of Deposit | 7.38% |
| JUBILANT BEVCO LIMITED NCD 31MY28 FVRS1LAC | Consumer Staples | Debenture | 7.33% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25G 7.48 BD 15SP28 FVRS1LAC | Financial | Bonds | 5.41% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR IX 7.68 BD 10AG27 FVRS1LAC | Financial | Debenture | 5.22% |
| BAJAJ HOUSING FINANCE LIMITED 7.90 NCD 28AP28 FVRS10LAC | Financial | Debenture | 5.20% |
| POONAWALLA FINCORP LIMITED SR A2 7.70 NCD 21AP28 FVRS1LAC | Financial | Non Convertible Debenture | 5.15% |
| Canara Bank (30/11/2026) ** # | Financial | Certificate of Deposit | 4.96% |
| REC LIMITED SR 239 BD 03NV34 FVRS1LAC | Financial | Bonds | 3.44% |
| STATE DEVELOPMENT LOAN 37162 MH 04MR47 7.66 FV RS 100 | Unspecified | State Development Loan | 2.62% |
| KOTAK MAHINDRA INVESTMENTS LIMITED 8.3774 NCD 21JU27 FVRS1LAC | Financial | Debenture | 2.57% |
| Power Finance Corporation Ltd SR-158 Bonds 7.18 20/01/2027 | Financial | Bonds | 2.54% |
| JUBILANT BEVERAGES LIMITED NCD 31MY28 FVRS1LAC | Consumer Staples | Debenture | 1.97% |
| HDFC Bank Ltd | Financial | Equity | 1.63% |
| Franklin India Long Term Fund Direct-Growth | Unspecified | Mutual Fund | 1.55% |
| ICICI Bank Ltd | Financial | Equity | 1.24% |
| State Bank of India | Financial | Equity | 1.16% |
| Axis Bank Ltd | Financial | Equity | 1.07% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 0.95% |
| Infosys Ltd | Technology | Equity | 0.78% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 0.78% |
| Zomato Ltd | Technology | Equity | 0.77% |
| Bharti Airtel Ltd | Technology | Equity | 0.75% |
| Larsen & Toubro Ltd | Industrials | Equity | 0.72% |
| HCL Technologies Ltd | Technology | Equity | 0.68% |
| Marico Ltd | Consumer Staples | Equity | 0.57% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 0.53% |
| Britannia Industries Ltd | Consumer Staples | Equity | 0.49% |
| Cipla Ltd | Healthcare | Equity | 0.49% |
| Ultratech Cement Ltd | Materials | Equity | 0.48% |
| Bharat Electronics Ltd | Industrials | Equity | 0.47% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 0.47% |
| NTPC Ltd | Energy & Utilities | Equity | 0.46% |
| Tata Steel Ltd | Materials | Equity | 0.41% |
| Others Class A2 AIF | Unspecified | Alternative Investment Fund | 0.38% |
| Phoenix Mills Ltd | Real Estate | Equity | 0.38% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 0.38% |
| PB Fintech Ltd | Financial | Equity | 0.37% |
| Metropolis Healthcare Ltd | Healthcare | Equity | 0.35% |
| Ashok Leyland Ltd | Industrials | Equity | 0.34% |
| Pine Labs Ltd. | Technology | Equity | 0.32% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 0.29% |
| CESC Ltd | Energy & Utilities | Equity | 0.29% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 0.29% |
| ICICI Lombard General Insurance Company Ltd | Financial | Equity | 0.29% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 0.28% |
| Exide Industries Ltd | Consumer Discretionary | Equity | 0.27% |
| Global Health Ltd | Healthcare | Equity | 0.26% |
| Interglobe Aviation Ltd | Industrials | Equity | 0.26% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 0.26% |
| Suzlon Energy Ltd | Industrials | Equity | 0.24% |
| RBL Bank Ltd | Financial | Equity | 0.23% |
| Motherson Sumi Wiring India Ltd | Industrials | Equity | 0.22% |
| Eris Lifesciences Ltd | Healthcare | Equity | 0.22% |
| Lenskart Solutions Ltd. | Consumer Discretionary | Equity | 0.20% |
| Lemon Tree Hotels Ltd | Consumer Discretionary | Equity | 0.17% |
| Emmvee Photovoltaic Power Ltd. | Energy & Utilities | Equity | 0.16% |
| Angel One Ltd | Financial | Equity | 0.09% |
| Data Patterns (India) Ltd | Industrials | Equity | 0.00% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +7.6% | +6.9% | +6.7% | +9.0% |
| Category average (Hybrid Conservative Hybrid) | +9.1% | +8.0% | +7.8% | -- |
| Rank (Hybrid Conservative Hybrid) | 13 | 16 | 15 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
| +5.61% | +10.21% | 3,473.41 | ||
| +5.12% | +8.75% | 130.58 | ||
| +3.91% | +8.66% | 3,355.90 | ||
| +5.46% | +8.37% | 10,209.90 | ||
| +6.86% | +8.20% | 976.82 | ||
| Compare | ||||