| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹63,095 | +5.16% | |
| 3 years | ₹1,80,000 | ₹2,14,785 | +19.32% | |
| 5 years | ₹3,00,000 | ₹4,10,725 | +36.91% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 8.77% |
| ICICI Bank Ltd. | Financial | Equity | 7.75% |
| Reserve Bank of India | Financial | T-Bills | 7.53% |
| Larsen & Toubro Ltd. | Construction | Equity | 5.32% |
| Bharti Airtel Ltd. | Communication | Equity | 4.76% |
| Reliance Industries Ltd. | Energy | Equity | 4.50% |
| Punjab National Bank | Financial | CD | 3.90% |
| State Bank of India | Financial | Equity | 3.89% |
| Bajaj Finance Ltd. | Financial | Equity | 2.80% |
| Max Financial Services Ltd. | Financial | Equity | 2.69% |
| Bank Of Baroda | Financial | CD | 2.31% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.23% |
| Infosys Ltd. | Technology | Equity | 2.10% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 1.97% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 1.84% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 1.71% |
| Cummins India Ltd. | Capital Goods | Equity | 1.57% |
| Sandhar Technologies Ltd. | Automobile | Equity | 1.22% |
| Eternal Ltd. | Services | Equity | 1.08% |
| Shriram Pistons & Rings Ltd | Automobile | Equity | 1.07% |
| Ultratech Cement Ltd. | Construction | Equity | 1.05% |
| Coforge Ltd. | Technology | Equity | 1.02% |
| Eicher Motors Ltd. | Automobile | Equity | 1.01% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Bonds | 0.99% |
| Axis Bank Ltd. | Financial | Equity | 0.99% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.94% |
| Swiggy Ltd. | Services | Equity | 0.93% |
| Yatharth Hospital & Trauma Care Services Ltd. | Healthcare | Equity | 0.93% |
| NTPC Ltd. | Energy | Equity | 0.93% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.90% |
| JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 0.90% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 0.85% |
| Avenue Supermarts Ltd. | Services | Equity | 0.73% |
| Ambuja Cements Ltd. | Construction | Equity | 0.71% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 0.67% |
| Indiqube Spaces Ltd. | Services | Equity | 0.10% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +7.3% | +12.2% | +12.3% | +12.6% |
| Category average (Hybrid Aggressive Hybrid) | +4.7% | +14.3% | +13.9% | -- |
| Rank (Hybrid Aggressive Hybrid) | 19 | 34 | 30 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Equity & Debt Fund Direct Growth | +12.95% | +19.04% | 49,640.80 | |
JM Aggressive Hybrid Fund Direct Growth | +2.68% | +18.98% | 785.33 | |
Edelweiss Aggressive Hybrid Fund Direct Growth | +8.50% | +17.55% | 3,480.41 | |
Nippon India Aggressive Hybrid Fund Direct Growth | +8.83% | +15.11% | 4,102.00 | |
Franklin India Aggressive Hybrid Fund Direct Growth | +6.28% | +14.64% | 2,379.64 | |
| Compare | ||||