| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,823 | +3.04% | |
| 3 years | ₹1,80,000 | ₹2,02,450 | +12.47% | |
| 5 years | ₹3,00,000 | ₹3,69,153 | +23.05% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Axis Bank Ltd. | Financial | Equity | 5.07% |
| Reliance Industries Ltd. | Energy | Equity | 4.81% |
| GOI | Sovereign | GOI Sec | 4.19% |
| Bharti Airtel Ltd. | Communication | Equity | 4.13% |
| HDFC Bank Ltd. | Financial | Equity | 3.85% |
| GOI | Sovereign | GOI Sec | 3.84% |
| Uttarakhand State | Others | SDL | 3.70% |
| Embassy Office Parks REIT | Construction | Debenture | 3.65% |
| Jubilant Bevco Ltd. | Consumer Staples | Debenture | 3.64% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.53% |
| ICICI Bank Ltd. | Financial | Equity | 3.47% |
| NTPC Ltd. | Energy | Equity | 3.41% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 3.25% |
| Bajaj Finance Ltd. | Financial | Debenture | 3.16% |
| Jammu & Kashmir State | Others | SDL | 3.07% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 2.98% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.13% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 2.11% |
| Poonawalla Fincorp Ltd. | Financial | NCD | 1.54% |
| GOI | Sovereign | GOI Sec | 1.52% |
| RBL Bank Ltd. | Financial | Equity | 1.52% |
| Vodafone Idea Ltd. | Communication | Equity | 1.51% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 1.45% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 1.41% |
| Infosys Ltd. | Technology | Equity | 1.33% |
| Tata Power Company Ltd. | Energy | Equity | 1.25% |
| Jubilant Beverages Ltd. | Consumer Staples | Debenture | 1.25% |
| Tech Mahindra Ltd. | Technology | Equity | 1.20% |
| Bank Of Baroda | Financial | Equity | 1.14% |
| Ultratech Cement Ltd. | Construction | Equity | 1.12% |
| JIO Financial Services Ltd. | Financial | Equity | 1.09% |
| Cipla Ltd. | Healthcare | Equity | 0.98% |
| Indus Towers Ltd. | Communication | Equity | 0.91% |
| Eternal Ltd. | Services | Equity | 0.85% |
| Kotak Mahindra Investments Ltd. | Financial | Debenture | 0.75% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 0.70% |
| ITC Ltd. | Consumer Staples | Equity | 0.66% |
| Power Finance Corporation Ltd. | Financial | Equity | 0.64% |
| Ambuja Cements Ltd. | Construction | Equity | 0.62% |
| State Bank of India | Financial | Equity | 0.61% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 0.61% |
| HCL Technologies Ltd. | Technology | Equity | 0.59% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 0.59% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.57% |
| PB Fintech Ltd. | Services | Equity | 0.53% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 0.52% |
| Canara Bank | Financial | Equity | 0.50% |
| Godrej Properties Ltd. | Construction | Equity | 0.50% |
| Tata Consultancy Services Ltd. | Technology | Equity | 0.47% |
| Bajaj Finance Ltd. | Financial | Equity | 0.43% |
| REC Ltd. | Financial | Bonds | 0.41% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.41% |
| Bajaj Finserv Ltd. | Financial | Equity | 0.37% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.35% |
| Crompton Greaves Consumer Electricals Ltd. | Consumer Discretionary | Equity | 0.32% |
| Bandhan Bank Ltd. | Financial | Equity | 0.30% |
| Tata Steel Ltd. | Metals & Mining | Equity | 0.25% |
| Marico Ltd. | Consumer Staples | Equity | 0.20% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 0.17% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.15% |
| Coforge Ltd. | Technology | Equity | 0.08% |
| Rajasthan State | Others | SDL | 0.06% |
| TeamLease Services Ltd. | Services | Equity | 0.06% |
| JSW Steel Ltd. | Metals & Mining | Equity | 0.02% |
| Kwality Walls India Ltd. | Consumer Staples | Equity | 0.02% |
| JSW Steel Ltd. | Metals & Mining | Futures | -0.02% |
| Coforge Ltd. | Technology | Futures | -0.08% |
| Maruti Suzuki India Ltd. | Automobile | Futures | -0.12% |
| Tata Steel Ltd. | Metals & Mining | Futures | -0.25% |
| Bandhan Bank Ltd. | Financial | Futures | -0.30% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Futures | -0.35% |
| Bajaj Finserv Ltd. | Financial | Futures | -0.37% |
| Bajaj Finance Ltd. | Financial | Futures | -0.43% |
| Tata Consultancy Services Ltd. | Technology | Futures | -0.48% |
| Godrej Properties Ltd. | Construction | Futures | -0.50% |
| Canara Bank | Financial | Futures | -0.50% |
| Power Grid Corporation Of India Ltd. | Energy | Futures | -0.52% |
| Hindustan Petroleum Corporation Ltd. | Energy | Futures | -0.59% |
| Ambuja Cements Ltd. | Construction | Futures | -0.63% |
| Power Finance Corporation Ltd. | Financial | Futures | -0.64% |
| Cipla Ltd. | Healthcare | Futures | -0.65% |
| ITC Ltd. | Consumer Staples | Futures | -0.66% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Futures | -0.85% |
| Ultratech Cement Ltd. | Construction | Futures | -0.86% |
| HDFC Life Insurance Co Ltd. | Insurance | Futures | -0.90% |
| Indus Towers Ltd. | Communication | Futures | -0.92% |
| Larsen & Toubro Ltd. | Construction | Futures | -0.92% |
| JIO Financial Services Ltd. | Financial | Futures | -1.10% |
| Bank Of Baroda | Financial | Futures | -1.14% |
| Tech Mahindra Ltd. | Technology | Futures | -1.20% |
| Tata Power Company Ltd. | Energy | Futures | -1.26% |
| Vodafone Idea Ltd. | Communication | Futures | -1.52% |
| RBL Bank Ltd. | Financial | Futures | -1.53% |
| HDFC Bank Ltd. | Financial | Futures | -1.55% |
| Titan Company Ltd. | Consumer Discretionary | Futures | -2.12% |
| ICICI Bank Ltd. | Financial | Futures | -2.37% |
| NTPC Ltd. | Energy | Futures | -2.53% |
| Hindustan Aeronautics Ltd. | Capital Goods | Futures | -2.70% |
| Mahindra & Mahindra Ltd. | Automobile | Futures | -2.71% |
| Bharti Airtel Ltd. | Communication | Futures | -3.17% |
| Kotak Mahindra Bank Ltd. | Financial | Futures | -3.55% |
| Reliance Industries Ltd. | Energy | Futures | -3.94% |
| Axis Bank Ltd. | Financial | Futures | -4.81% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +7.0% | +9.3% | +8.9% | +8.6% |
| Category average (Hybrid Equity Savings) | +5.9% | +9.9% | +9.1% | -- |
| Rank (Hybrid Equity Savings) | 16 | 18 | 15 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Kotak Equity Savings Fund Direct Growth | +9.55% | +12.70% | 9,650.52 | |
Edelweiss Equity Savings Fund Direct Growth | +9.31% | +12.47% | 1,194.87 | |
DSP Equity Savings Fund Direct Growth | +7.16% | +10.89% | 3,904.77 | |
ICICI Prudential Equity Savings Fund Direct Growth | +8.04% | +9.10% | 18,060.45 | |
Bandhan Equity Savings Fund Direct Growth | +7.06% | +8.80% | 399.11 | |
| Compare | ||||