| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹30,024 | +0.08% | |
| 1 year | ₹60,000 | ₹60,650 | +1.08% | |
| 3 years | ₹1,80,000 | ₹1,96,296 | +9.05% | |
| 5 years | ₹3,00,000 | ₹3,58,416 | +19.47% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Axis Bank Ltd. | Financial | Equity | 5.90% |
| Reliance Industries Ltd. | Energy | Equity | 4.97% |
| NTPC Ltd. | Energy | Equity | 4.54% |
| Bharti Airtel Ltd. | Communication | Equity | 4.27% |
| GOI | Sovereign | GOI Sec | 4.05% |
| Jubilant Bevco Ltd. | Consumer Staples | Debenture | 4.00% |
| ICICI Bank Ltd. | Financial | Equity | 3.63% |
| Maharashtra State | Others | SDL | 3.54% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 3.37% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.33% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 3.19% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 2.85% |
| Embassy Office Parks REIT | Construction | Debenture | 2.36% |
| Uttarakhand State | Others | SDL | 2.35% |
| Larsen & Toubro Ltd. | Construction | Equity | 1.93% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 1.85% |
| HDFC Bank Ltd. | Financial | Equity | 1.74% |
| Punjab State | Others | SDL | 1.61% |
| GOI | Sovereign | GOI Sec | 1.61% |
| Tata Power Company Ltd. | Energy | Equity | 1.59% |
| Poonawalla Fincorp Ltd. | Financial | NCD | 1.57% |
| Vodafone Idea Ltd. | Communication | Equity | 1.56% |
| JIO Financial Services Ltd. | Financial | Equity | 1.55% |
| RBL Bank Ltd. | Financial | Equity | 1.49% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 1.48% |
| Ultratech Cement Ltd. | Construction | Equity | 1.46% |
| Jubilant Beverages Ltd. | Consumer Staples | Debenture | 1.37% |
| Bank Of Baroda | Financial | Equity | 1.10% |
| Infosys Ltd. | Technology | Equity | 1.06% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 1.05% |
| Indus Towers Ltd. | Communication | Equity | 0.97% |
| Power Finance Corporation Ltd. | Financial | Equity | 0.87% |
| Eternal Ltd. | Services | Equity | 0.82% |
| State Bank of India | Financial | Equity | 0.76% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 0.72% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 0.68% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.67% |
| Bajaj Finserv Ltd. | Financial | Equity | 0.63% |
| Cipla Ltd. | Healthcare | Equity | 0.60% |
| AU Small Finance Bank Ltd. | Financial | Equity | 0.56% |
| ITC Ltd. | Consumer Staples | Equity | 0.56% |
| Ambuja Cements Ltd. | Construction | Equity | 0.54% |
| HCL Technologies Ltd. | Technology | Equity | 0.53% |
| PB Fintech Ltd. | Services | Equity | 0.53% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 0.53% |
| Godrej Properties Ltd. | Construction | Equity | 0.49% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 0.48% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.47% |
| Bajaj Finance Ltd. | Financial | Equity | 0.44% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.44% |
| Bandhan Bank Ltd. | Financial | Equity | 0.44% |
| GOI | Sovereign | GOI Sec | 0.42% |
| Marico Ltd. | Consumer Staples | Equity | 0.40% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.40% |
| REC Ltd. | Financial | Bonds | 0.36% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 0.33% |
| Tata Steel Ltd. | Metals & Mining | Equity | 0.31% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 0.22% |
| Max Financial Services Ltd. | Financial | Equity | 0.20% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.18% |
| Yes Bank Ltd. | Financial | Equity | 0.08% |
| Coforge Ltd. | Technology | Equity | 0.06% |
| Tata Motors Passenger Vehicles Ltd. | Automobile | Equity | 0.03% |
| JSW Steel Ltd. | Metals & Mining | Equity | 0.03% |
| JSW Steel Ltd. | Metals & Mining | Futures | -0.03% |
| Tata Motors Passenger Vehicles Ltd. | Automobile | Futures | -0.03% |
| Hindustan Unilever Ltd. | Consumer Staples | Futures | -0.04% |
| Coforge Ltd. | Technology | Futures | -0.06% |
| Yes Bank Ltd. | Financial | Futures | -0.08% |
| Maruti Suzuki India Ltd. | Automobile | Futures | -0.11% |
| Max Financial Services Ltd. | Financial | Futures | -0.20% |
| Tata Steel Ltd. | Metals & Mining | Futures | -0.31% |
| SBI Life Insurance Company Ltd. | Insurance | Futures | -0.33% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Futures | -0.40% |
| Bandhan Bank Ltd. | Financial | Futures | -0.45% |
| Bajaj Finance Ltd. | Financial | Futures | -0.45% |
| Hindustan Petroleum Corporation Ltd. | Energy | Futures | -0.48% |
| Godrej Properties Ltd. | Construction | Futures | -0.50% |
| Ambuja Cements Ltd. | Construction | Futures | -0.54% |
| ITC Ltd. | Consumer Staples | Futures | -0.56% |
| AU Small Finance Bank Ltd. | Financial | Futures | -0.56% |
| Cipla Ltd. | Healthcare | Futures | -0.61% |
| Bajaj Finserv Ltd. | Financial | Futures | -0.64% |
| Power Grid Corporation Of India Ltd. | Energy | Futures | -0.68% |
| Power Finance Corporation Ltd. | Financial | Futures | -0.88% |
| HDFC Life Insurance Co Ltd. | Insurance | Futures | -0.91% |
| Ultratech Cement Ltd. | Construction | Futures | -0.92% |
| Indus Towers Ltd. | Communication | Futures | -0.97% |
| Larsen & Toubro Ltd. | Construction | Futures | -0.98% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Futures | -1.00% |
| Bank Of Baroda | Financial | Futures | -1.10% |
| RBL Bank Ltd. | Financial | Futures | -1.49% |
| JIO Financial Services Ltd. | Financial | Futures | -1.56% |
| Vodafone Idea Ltd. | Communication | Futures | -1.57% |
| Tata Power Company Ltd. | Energy | Futures | -1.60% |
| ICICI Bank Ltd. | Financial | Futures | -2.42% |
| Mahindra & Mahindra Ltd. | Automobile | Futures | -2.76% |
| Titan Company Ltd. | Consumer Discretionary | Futures | -2.86% |
| Hindustan Aeronautics Ltd. | Capital Goods | Futures | -2.89% |
| Bharti Airtel Ltd. | Communication | Futures | -3.07% |
| NTPC Ltd. | Energy | Futures | -3.30% |
| Kotak Mahindra Bank Ltd. | Financial | Futures | -3.35% |
| Reliance Industries Ltd. | Energy | Futures | -3.88% |
| Axis Bank Ltd. | Financial | Futures | -5.21% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +4.1% | +8.6% | +8.4% | +8.2% |
| Category average (Hybrid Equity Savings) | +5.9% | +9.9% | +9.1% | -- |
| Rank (Hybrid Equity Savings) | 10 | 16 | 14 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Edelweiss Equity Savings Fund Direct Growth | +7.93% | +11.97% | 1,313.18 | |
Kotak Equity Savings Fund Direct Growth | +6.32% | +11.56% | 10,031.57 | |
DSP Equity Savings Fund Direct Growth | +2.74% | +9.96% | 3,541.41 | |
ICICI Prudential Equity Savings Fund Direct Growth | +3.65% | +8.06% | 16,868.08 | |
Bandhan Equity Savings Fund Direct Growth | +4.22% | +7.92% | 389.39 | |
| Compare | ||||