| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹30,712 | +2.37% | |
| 1 year | ₹60,000 | ₹62,755 | +4.59% | |
| 3 years | ₹1,80,000 | ₹2,10,427 | +16.90% | |
| 5 years | ₹3,00,000 | ₹3,95,654 | +31.88% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 8.09% |
| HDFC Bank Ltd. | Financial | Equity | 6.98% |
| Canara Bank | Financial | CD | 5.85% |
| Larsen & Toubro Ltd. | Construction | Equity | 5.62% |
| Reserve Bank of India | Financial | T-Bills | 4.71% |
| State Bank of India | Financial | Equity | 3.97% |
| Bharti Airtel Ltd. | Communication | Equity | 3.69% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 3.02% |
| Max Financial Services Ltd. | Financial | Equity | 2.93% |
| Bajaj Finance Ltd. | Financial | Equity | 2.85% |
| Reliance Industries Ltd. | Energy | Equity | 2.81% |
| Cummins India Ltd. | Capital Goods | Equity | 2.60% |
| Infosys Ltd. | Technology | Equity | 2.26% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 2.06% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.05% |
| Ultratech Cement Ltd. | Construction | Equity | 1.74% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 1.58% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 1.54% |
| NTPC Ltd. | Energy | Equity | 1.41% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 1.38% |
| Yatharth Hospital & Trauma Care Services Ltd. | Healthcare | Equity | 1.28% |
| Sandhar Technologies Ltd. | Automobile | Equity | 1.13% |
| Eicher Motors Ltd. | Automobile | Equity | 1.12% |
| Axis Bank Ltd. | Financial | Equity | 1.09% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 1.08% |
| Tata Motors Passenger Vehicles Ltd. | Automobile | Equity | 1.08% |
| Bank Of Baroda | Financial | Equity | 1.05% |
| JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 1.02% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Bonds | 1.00% |
| JK Cement Ltd. | Construction | Equity | 0.99% |
| Bajaj Auto Ltd. | Automobile | Equity | 0.99% |
| Eternal Ltd. | Services | Equity | 0.96% |
| Ujjivan Small Finance Bank Ltd. | Financial | Equity | 0.84% |
| Shriram Finance Ltd | Financial | Equity | 0.77% |
| Avenue Supermarts Ltd. | Services | Equity | 0.75% |
| Home First Finance Company India Ltd. | Financial | Equity | 0.73% |
| India Shelter Finance Corporation Ltd. | Financial | Equity | 0.67% |
| Ambuja Cements Ltd. | Construction | Equity | 0.64% |
| Coforge Ltd. | Technology | Equity | 0.52% |
| Persistent Systems Ltd. | Technology | Equity | 0.38% |
| Swiggy Ltd. | Services | Equity | 0.37% |
| Indiqube Spaces Ltd. | Services | Equity | 0.09% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | -0.8% | +9.0% | +7.9% | +9.3% |
| Category average (Hybrid Aggressive Hybrid) | +4.7% | +14.3% | +13.9% | -- |
| Rank (Hybrid Aggressive Hybrid) | 29 | 35 | 33 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Equity & Debt Fund Growth | +1.73% | +16.23% | 50,205.35 | |
JM Aggressive Hybrid Fund Growth | -4.18% | +14.71% | 735.49 | |
UTI Aggressive Hybrid Fund Plan Growth | +1.08% | +14.04% | 6,663.35 | |
Edelweiss Aggressive Hybrid Fund Growth | +1.12% | +14.04% | 3,545.93 | |
HDFC Balanced Fund Growth | +6.97% | +10.83% | 20,080.76 | |
| Compare | ||||