| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹29,861 | -0.46% | |
| 1 year | ₹60,000 | ₹60,611 | +1.02% | |
| 3 years | ₹1,80,000 | ₹1,97,448 | +9.69% | |
| 5 years | ₹3,00,000 | ₹3,60,302 | +20.10% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Axis Bank Ltd. | Financial | Equity | 5.90% |
| Reliance Industries Ltd. | Energy | Equity | 4.33% |
| GOI | Sovereign | GOI Sec | 4.13% |
| NTPC Ltd. | Energy | Equity | 4.01% |
| GOI | Sovereign | GOI Sec | 3.95% |
| Uttarakhand State | Others | SDL | 3.84% |
| Jubilant Bevco Ltd. | Consumer Staples | Debenture | 3.74% |
| Bharti Airtel Ltd. | Communication | Equity | 3.67% |
| ICICI Bank Ltd. | Financial | Equity | 3.61% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.38% |
| HDFC Bank Ltd. | Financial | Equity | 3.35% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 3.05% |
| Bajaj Finance Ltd. | Financial | Debenture | 3.01% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 2.69% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 2.58% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.27% |
| Embassy Office Parks REIT | Construction | Debenture | 2.25% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 1.59% |
| Poonawalla Fincorp Ltd. | Financial | NCD | 1.57% |
| RBL Bank Ltd. | Financial | Equity | 1.56% |
| GOI | Sovereign | GOI Sec | 1.56% |
| Punjab State | Others | SDL | 1.52% |
| Vodafone Idea Ltd. | Communication | Equity | 1.51% |
| JIO Financial Services Ltd. | Financial | Equity | 1.51% |
| Ultratech Cement Ltd. | Construction | Equity | 1.50% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 1.40% |
| Jubilant Beverages Ltd. | Consumer Staples | Debenture | 1.28% |
| Tata Power Company Ltd. | Energy | Equity | 1.26% |
| Bank Of Baroda | Financial | Equity | 1.25% |
| Infosys Ltd. | Technology | Equity | 1.13% |
| Tech Mahindra Ltd. | Technology | Equity | 1.04% |
| Bajaj Finserv Ltd. | Financial | Equity | 1.03% |
| Indus Towers Ltd. | Communication | Equity | 1.01% |
| Eternal Ltd. | Services | Equity | 0.77% |
| State Bank of India | Financial | Equity | 0.76% |
| Power Finance Corporation Ltd. | Financial | Equity | 0.76% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 0.71% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 0.60% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.59% |
| Cipla Ltd. | Healthcare | Equity | 0.58% |
| Ambuja Cements Ltd. | Construction | Equity | 0.57% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 0.55% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 0.53% |
| ITC Ltd. | Consumer Staples | Equity | 0.52% |
| HCL Technologies Ltd. | Technology | Equity | 0.51% |
| Bajaj Finance Ltd. | Financial | Equity | 0.44% |
| PB Fintech Ltd. | Services | Equity | 0.44% |
| Godrej Properties Ltd. | Construction | Equity | 0.44% |
| REC Ltd. | Financial | Bonds | 0.42% |
| Bandhan Bank Ltd. | Financial | Equity | 0.38% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.36% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.36% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.33% |
| Tata Steel Ltd. | Metals & Mining | Equity | 0.29% |
| Marico Ltd. | Consumer Staples | Equity | 0.21% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.17% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 0.17% |
| Coforge Ltd. | Technology | Equity | 0.06% |
| TeamLease Services Ltd. | Services | Equity | 0.05% |
| JSW Steel Ltd. | Metals & Mining | Equity | 0.03% |
| Kwality Wall's (India) Ltd. | Consumer Staples | Equity | 0.00% |
| JSW Steel Ltd. | Metals & Mining | Futures | -0.03% |
| Infosys Ltd. | Technology | Futures | -0.04% |
| Coforge Ltd. | Technology | Futures | -0.06% |
| Maruti Suzuki India Ltd. | Automobile | Futures | -0.11% |
| Tata Steel Ltd. | Metals & Mining | Futures | -0.30% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Futures | -0.36% |
| Bandhan Bank Ltd. | Financial | Futures | -0.38% |
| Godrej Properties Ltd. | Construction | Futures | -0.44% |
| Bajaj Finance Ltd. | Financial | Futures | -0.44% |
| ITC Ltd. | Consumer Staples | Futures | -0.52% |
| Hindustan Petroleum Corporation Ltd. | Energy | Futures | -0.53% |
| Ambuja Cements Ltd. | Construction | Futures | -0.57% |
| Cipla Ltd. | Healthcare | Futures | -0.59% |
| Power Grid Corporation Of India Ltd. | Energy | Futures | -0.60% |
| Power Finance Corporation Ltd. | Financial | Futures | -0.76% |
| HDFC Life Insurance Co Ltd. | Insurance | Futures | -0.87% |
| Ultratech Cement Ltd. | Construction | Futures | -0.94% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Futures | -0.96% |
| Larsen & Toubro Ltd. | Construction | Futures | -0.98% |
| Indus Towers Ltd. | Communication | Futures | -1.01% |
| Bajaj Finserv Ltd. | Financial | Futures | -1.03% |
| Tech Mahindra Ltd. | Technology | Futures | -1.04% |
| Bank Of Baroda | Financial | Futures | -1.26% |
| Tata Power Company Ltd. | Energy | Futures | -1.27% |
| HDFC Bank Ltd. | Financial | Futures | -1.41% |
| JIO Financial Services Ltd. | Financial | Futures | -1.52% |
| Vodafone Idea Ltd. | Communication | Futures | -1.52% |
| RBL Bank Ltd. | Financial | Futures | -1.57% |
| Hindustan Aeronautics Ltd. | Capital Goods | Futures | -2.45% |
| ICICI Bank Ltd. | Financial | Futures | -2.47% |
| Mahindra & Mahindra Ltd. | Automobile | Futures | -2.55% |
| Titan Company Ltd. | Consumer Discretionary | Futures | -2.59% |
| Bharti Airtel Ltd. | Communication | Futures | -2.87% |
| NTPC Ltd. | Energy | Futures | -2.96% |
| Kotak Mahindra Bank Ltd. | Financial | Futures | -3.40% |
| Reliance Industries Ltd. | Energy | Futures | -3.55% |
| Axis Bank Ltd. | Financial | Futures | -5.33% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +5.5% | +9.3% | +8.5% | +8.3% |
| Category average (Hybrid Equity Savings) | +5.9% | +9.9% | +9.1% | -- |
| Rank (Hybrid Equity Savings) | 13 | 17 | 12 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Edelweiss Equity Savings Fund Direct Growth | +7.46% | +12.11% | 1,269.88 | |
Kotak Equity Savings Fund Direct Growth | +7.69% | +11.77% | 9,853.13 | |
DSP Equity Savings Fund Direct Growth | +4.45% | +10.76% | 3,758.43 | |
Bandhan Equity Savings Fund Direct Growth | +4.72% | +8.51% | 414.19 | |
ICICI Prudential Equity Savings Fund Direct Growth | +5.28% | +8.49% | 18,027.21 | |
| Compare | ||||