| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹30,133 | +0.44% | |
| 1 year | ₹60,000 | ₹60,924 | +1.54% | |
| 3 years | ₹1,80,000 | ₹1,96,288 | +9.05% | |
| 5 years | ₹3,00,000 | ₹3,54,272 | +18.09% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Axis Bank Ltd. | Financial | Equity | 5.41% |
| Reliance Industries Ltd. | Energy | Equity | 4.68% |
| NTPC Ltd. | Energy | Equity | 4.22% |
| GOI | Sovereign | GOI Sec | 4.18% |
| Bharti Airtel Ltd. | Communication | Equity | 4.04% |
| Jubilant Bevco Ltd. | Consumer Staples | Debenture | 3.99% |
| HDFC Bank Ltd. | Financial | Equity | 3.98% |
| Maharashtra State | Others | SDL | 3.50% |
| ICICI Bank Ltd. | Financial | Equity | 3.47% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 3.22% |
| Bajaj Finance Ltd. | Financial | Debenture | 3.20% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.07% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 2.57% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 2.56% |
| Uttarakhand State | Others | SDL | 2.43% |
| Embassy Office Parks REIT | Construction | Debenture | 2.35% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 1.80% |
| Larsen & Toubro Ltd. | Construction | Equity | 1.68% |
| Poonawalla Fincorp Ltd. | Financial | NCD | 1.68% |
| GOI | Sovereign | GOI Sec | 1.65% |
| Punjab State | Others | SDL | 1.61% |
| RBL Bank Ltd. | Financial | Equity | 1.51% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 1.49% |
| JIO Financial Services Ltd. | Financial | Equity | 1.42% |
| Jubilant Beverages Ltd. | Consumer Staples | Debenture | 1.37% |
| Ultratech Cement Ltd. | Construction | Equity | 1.36% |
| Tata Power Company Ltd. | Energy | Equity | 1.36% |
| Vodafone Idea Ltd. | Communication | Equity | 1.30% |
| Infosys Ltd. | Technology | Equity | 1.12% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 1.05% |
| Bank Of Baroda | Financial | Equity | 1.03% |
| Indus Towers Ltd. | Communication | Equity | 0.99% |
| Bajaj Finserv Ltd. | Financial | Equity | 0.90% |
| Eternal Ltd. | Services | Equity | 0.76% |
| Power Finance Corporation Ltd. | Financial | Equity | 0.74% |
| State Bank of India | Financial | Equity | 0.70% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 0.69% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 0.63% |
| HCL Technologies Ltd. | Technology | Equity | 0.59% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.58% |
| Cipla Ltd. | Healthcare | Equity | 0.57% |
| ITC Ltd. | Consumer Staples | Equity | 0.51% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 0.49% |
| Ambuja Cements Ltd. | Construction | Equity | 0.49% |
| AU Small Finance Bank Ltd. | Financial | Equity | 0.47% |
| PB Fintech Ltd. | Services | Equity | 0.45% |
| REC Ltd. | Financial | Bonds | 0.44% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 0.43% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.43% |
| GOI | Sovereign | GOI Sec | 0.42% |
| Godrej Properties Ltd. | Construction | Equity | 0.40% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.40% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.39% |
| Marico Ltd. | Consumer Staples | Equity | 0.38% |
| Bajaj Finance Ltd. | Financial | Equity | 0.38% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 0.33% |
| Bandhan Bank Ltd. | Financial | Equity | 0.31% |
| Tata Steel Ltd. | Metals & Mining | Equity | 0.28% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 0.22% |
| Max Financial Services Ltd. | Financial | Equity | 0.19% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.16% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 0.10% |
| Yes Bank Ltd. | Financial | Equity | 0.07% |
| Coforge Ltd. | Technology | Equity | 0.06% |
| Tata Motors Passenger Vehicles Ltd. | Automobile | Equity | 0.03% |
| JSW Steel Ltd. | Metals & Mining | Equity | 0.02% |
| Kwality Wall's (India) Ltd. | Consumer Staples | Equity | 0.00% |
| JSW Steel Ltd. | Metals & Mining | Futures | -0.02% |
| 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 | -0.07% |
| Maruti Suzuki India Ltd. | Automobile | Futures | -0.10% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Futures | -0.10% |
| Max Financial Services Ltd. | Financial | Futures | -0.19% |
| Tata Steel Ltd. | Metals & Mining | Futures | -0.28% |
| Bandhan Bank Ltd. | Financial | Futures | -0.32% |
| SBI Life Insurance Company Ltd. | Insurance | Futures | -0.33% |
| Bajaj Finance Ltd. | Financial | Futures | -0.38% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Futures | -0.39% |
| Godrej Properties Ltd. | Construction | Futures | -0.40% |
| Hindustan Petroleum Corporation Ltd. | Energy | Futures | -0.43% |
| AU Small Finance Bank Ltd. | Financial | Futures | -0.47% |
| Ambuja Cements Ltd. | Construction | Futures | -0.49% |
| ITC Ltd. | Consumer Staples | Futures | -0.51% |
| Cipla Ltd. | Healthcare | Futures | -0.57% |
| Power Grid Corporation Of India Ltd. | Energy | Futures | -0.63% |
| Power Finance Corporation Ltd. | Financial | Futures | -0.74% |
| Ultratech Cement Ltd. | Construction | Futures | -0.85% |
| Larsen & Toubro Ltd. | Construction | Futures | -0.86% |
| Bajaj Finserv Ltd. | Financial | Futures | -0.90% |
| HDFC Life Insurance Co Ltd. | Insurance | Futures | -0.92% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Futures | -0.97% |
| Indus Towers Ltd. | Communication | Futures | -0.99% |
| Bank Of Baroda | Financial | Futures | -1.04% |
| Vodafone Idea Ltd. | Communication | Futures | -1.31% |
| Tata Power Company Ltd. | Energy | Futures | -1.36% |
| JIO Financial Services Ltd. | Financial | Futures | -1.42% |
| RBL Bank Ltd. | Financial | Futures | -1.52% |
| ICICI Bank Ltd. | Financial | Futures | -2.31% |
| Hindustan Aeronautics Ltd. | Capital Goods | Futures | -2.33% |
| HDFC Bank Ltd. | Financial | Futures | -2.34% |
| Titan Company Ltd. | Consumer Discretionary | Futures | -2.58% |
| Mahindra & Mahindra Ltd. | Automobile | Futures | -2.64% |
| Bharti Airtel Ltd. | Communication | Futures | -2.91% |
| NTPC Ltd. | Energy | Futures | -3.08% |
| Kotak Mahindra Bank Ltd. | Financial | Futures | -3.08% |
| Reliance Industries Ltd. | Energy | Futures | -3.65% |
| Axis Bank Ltd. | Financial | Futures | -4.78% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +4.7% | +8.4% | +8.0% | +7.0% |
| Category average (Hybrid Equity Savings) | +5.9% | +9.9% | +9.1% | -- |
| Rank (Hybrid Equity Savings) | 15 | 16 | 12 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Edelweiss Equity Savings Fund Growth | +7.82% | +11.46% | 1,232.55 | |
Kotak Equity Savings Fund Growth | +6.83% | +11.04% | 9,467.97 | |
HDFC Equity Savings Fund Growth | +4.91% | +9.77% | 5,575.55 | |
DSP Equity Savings Fund Growth | +2.99% | +9.69% | 3,573.37 | |
ICICI Prudential Equity Savings Fund Growth | +4.65% | +8.05% | 16,874.65 | |
| Compare | ||||