| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹62,757 | +4.59% | |
| 3 years | ₹1,80,000 | ₹2,11,751 | +17.64% | |
| 5 years | ₹3,00,000 | ₹3,85,531 | +28.51% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Axis Bank Ltd. | Financial | CD | 10.51% |
| GOI | Sovereign | GOI Sec | 7.50% |
| Bajaj Finance Ltd. | Financial | Debenture | 7.29% |
| Jubilant Bevco Ltd. | Consumer Staples | Debenture | 7.08% |
| REC Ltd. | Financial | Bonds | 5.00% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 4.81% |
| Bajaj Housing Finance Ltd. | Financial | Debenture | 4.80% |
| Poonawalla Fincorp Ltd. | Financial | NCD | 4.74% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 4.64% |
| Kotak Mahindra Investments Ltd. | Financial | Debenture | 2.38% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | Bonds | 2.37% |
| HDFC Bank Ltd. | Financial | Equity | 2.29% |
| Jubilant Beverages Ltd. | Consumer Staples | Debenture | 1.68% |
| ICICI Bank Ltd. | Financial | Equity | 1.31% |
| Reliance Industries Ltd. | Energy | Equity | 1.19% |
| State Bank of India | Financial | Equity | 1.09% |
| Axis Bank Ltd. | Financial | Equity | 1.08% |
| Larsen & Toubro Ltd. | Construction | Equity | 1.06% |
| Infosys Ltd. | Technology | Equity | 1.01% |
| Bharti Airtel Ltd. | Communication | Equity | 1.00% |
| HCL Technologies Ltd. | Technology | Equity | 0.76% |
| Eternal Ltd. | Services | Equity | 0.61% |
| Ultratech Cement Ltd. | Construction | Equity | 0.57% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 0.54% |
| NTPC Ltd. | Energy | Equity | 0.54% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 0.49% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 0.47% |
| Tata Steel Ltd. | Metals & Mining | Equity | 0.40% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.39% |
| The Phoenix Mills Ltd. | Construction | Equity | 0.37% |
| PB Fintech Ltd. | Services | Equity | 0.37% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.37% |
| GAIL (India) Ltd. | Energy | Equity | 0.34% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 0.33% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 0.33% |
| Marico Ltd. | Consumer Staples | Equity | 0.33% |
| United Spirits Ltd. | Consumer Staples | Equity | 0.31% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.30% |
| Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 0.30% |
| Metropolis Healthcare Ltd. | Healthcare | Equity | 0.28% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 0.26% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.26% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.26% |
| CESC Ltd. | Energy | Equity | 0.24% |
| Jubilant FoodWorks Ltd. | Services | Equity | 0.23% |
| V-Mart Retail Ltd. | Services | Equity | 0.23% |
| Amara Raja Energy & Mobility Ltd | Capital Goods | Equity | 0.23% |
| Ashok Leyland Ltd. | Automobile | Equity | 0.22% |
| PI Industries Ltd. | Chemicals | Equity | 0.22% |
| Interglobe Aviation Ltd. | Services | Equity | 0.21% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 0.20% |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | Equity | 0.20% |
| Eris Lifesciences Ltd. | Healthcare | Equity | 0.20% |
| PNB Housing Finance Ltd. | Financial | Equity | 0.18% |
| Tata Capital Ltd. | Financial | Equity | 0.18% |
| Lemon Tree Hotels Ltd. | Services | Equity | 0.17% |
| TeamLease Services Ltd. | Services | Equity | 0.16% |
| Angel One Ltd. | Financial | Equity | 0.09% |
| Kwality Walls India Ltd. | Consumer Staples | Equity | 0.02% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +10.1% | +8.3% | +8.6% | +9.1% |
| Category average (Hybrid Conservative Hybrid) | +9.1% | +8.0% | +7.8% | -- |
| Rank (Hybrid Conservative Hybrid) | 12 | 13 | 14 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Parag Parikh Conservative Hybrid Fund Direct Growth | +8.76% | +11.74% | 3,246.32 | |
ICICI Prudential Regular Savings Fund Direct Growth | +9.03% | +11.06% | 3,333.86 | |
DSP Regular Savings Fund Direct Growth | +8.22% | +10.52% | 182.70 | |
HDFC Hybrid Debt Fund Direct Growth | +6.81% | +10.45% | 3,321.63 | |
Nippon India Conservative Hybrid Fund Direct Growth | +10.64% | +10.11% | 936.15 | |
| Compare | ||||