| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹57,732 | -3.78% | |
| 3 years | ₹1,80,000 | ₹1,86,131 | +3.41% | |
| 5 years | ₹3,00,000 | ₹3,64,259 | +21.42% | |
| 10 years | ₹6,00,000 | ₹10,97,752 | +82.96% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 6.87% |
| ICICI Bank Ltd. | Financial | Equity | 6.45% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.89% |
| GOI | Sovereign | GOI Sec | 3.83% |
| Reliance Industries Ltd. | Energy | Equity | 3.50% |
| State Bank of India | Financial | Equity | 3.26% |
| GOI | Sovereign | GOI Sec | 3.07% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.81% |
| Aster DM Healthcare Ltd. | Healthcare | Equity | 2.60% |
| Infosys Ltd. | Technology | Equity | 2.30% |
| GOI | Sovereign | GOI Sec | 2.26% |
| Voltamp Transformers Ltd. | Capital Goods | Equity | 2.02% |
| eClerx Services Ltd. | Services | Equity | 2.01% |
| Axis Bank Ltd. | Financial | Equity | 1.91% |
| Bharti Airtel Ltd. | Communication | Equity | 1.83% |
| United Spirits Ltd. | Consumer Staples | Equity | 1.57% |
| Kirloskar Pneumatic Company Ltd. | Capital Goods | Equity | 1.57% |
| Finolex Cables Ltd. | Capital Goods | Equity | 1.51% |
| State Bank of India | Financial | Bonds | 1.46% |
| JSW Dulux Ltd. | Chemicals | Equity | 1.35% |
| Eternal Ltd. | Services | Equity | 1.34% |
| Tata Consultancy Services Ltd. | Technology | Equity | 1.22% |
| ITC Ltd. | Consumer Staples | Equity | 1.21% |
| GOI | Sovereign | GOI Sec | 1.14% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 1.12% |
| GOI | Sovereign | GOI Sec | 1.12% |
| SJS Enterprises Ltd. | Automobile | Equity | 1.11% |
| GOI | Sovereign | GOI Sec | 1.05% |
| Bajaj Finance Ltd. | Financial | Debenture | 0.98% |
| Transport Corporation Of India Ltd. | Services | Equity | 0.97% |
| Punjab National Bank | Financial | Bonds | 0.96% |
| Bajaj Finance Ltd. | Financial | Equity | 0.92% |
| Lupin Ltd. | Healthcare | Equity | 0.86% |
| Tega Industries Ltd. | Metals & Mining | Equity | 0.86% |
| Zensar Technologies Ltd. | Technology | Equity | 0.77% |
| Sonata Software Ltd. | Technology | Equity | 0.76% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds/NCD | 0.73% |
| L&T Metro Rail (Hyderabad) Ltd. | Construction | NCD | 0.72% |
| Sagility Ltd. | Services | Equity | 0.72% |
| Rolex Rings Ltd | Capital Goods | Equity | 0.68% |
| GOI | Sovereign | GOI Sec | 0.68% |
| Hyundai Motor India Ltd. | Automobile | Equity | 0.65% |
| Godrej Consumer Products Ltd. | Consumer Staples | Equity | 0.63% |
| HDFC Bank Ltd. | Financial | Debenture | 0.60% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 0.59% |
| CIE Automotive India Ltd. | Metals & Mining | Equity | 0.59% |
| Carborundum Universal Ltd. | Metals & Mining | Equity | 0.58% |
| GOI | Sovereign | GOI Sec | 0.55% |
| Timken India Ltd. | Capital Goods | Equity | 0.52% |
| Tenneco Clean Air India Ltd | Automobile | Equity | 0.52% |
| Cholamandalam Financial Holdings Ltd. | Financial | Equity | 0.51% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.49% |
| Bajaj Finance Ltd. | Financial | NCD | 0.49% |
| Housing & Urban Development Corporation Ltd. | Financial | NCD | 0.48% |
| Aditya Vision Ltd. | Services | Equity | 0.47% |
| Gujarat State | Construction | SDL | 0.44% |
| VST Industries Ltd. | Consumer Staples | Equity | 0.44% |
| Technocraft Industries (India) Ltd. | Metals & Mining | Equity | 0.43% |
| Wakefit Innovations Ltd. | Consumer Discretionary | Equity | 0.39% |
| Equitas Small Finance Bank Ltd. | Financial | Equity | 0.35% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.35% |
| REC Ltd. | Financial | Bonds | 0.34% |
| GOI | Sovereign | CGL | 0.32% |
| GMM Pfaudler Ltd. | Capital Goods | Equity | 0.32% |
| The Anup Engineering Ltd. | Capital Goods | Equity | 0.31% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 0.30% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.30% |
| Gujarat State | Construction | SDL | 0.30% |
| GOI | Sovereign | GOI Sec | 0.30% |
| Uttar Pradesh State | Others | SDL | 0.29% |
| PNC Infratech Ltd. | Construction | Equity | 0.28% |
| Gujarat State | Construction | SDL | 0.25% |
| National Bank For Agriculture & Rural Development | Financial | Bonds/NCD | 0.25% |
| HDFC Bank Ltd. | Financial | Debenture | 0.25% |
| GOI | Sovereign | GOI Sec | 0.25% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.24% |
| Uttar Pradesh State | Others | SDL | 0.24% |
| Housing & Urban Development Corporation Ltd. | Financial | Debenture | 0.24% |
| National Housing Bank | Financial | Bonds | 0.24% |
| Power Finance Corporation Ltd. | Financial | Bonds | 0.24% |
| GOI | Sovereign | GOI Sec | 0.24% |
| Bajaj Finance Ltd. | Financial | Bonds/NCD | 0.24% |
| Gujarat State | Construction | SDL | 0.20% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.19% |
| Bank Of Baroda | Financial | Bonds | 0.15% |
| Landmark Cars Ltd. | Services | Equity | 0.15% |
| Rajasthan State | Others | SDL | 0.14% |
| Indian Railway Finance Corporation Ltd. | Financial | Debenture | 0.10% |
| LIC Housing Finance Ltd. | Financial | NCD | 0.06% |
| GOI | Sovereign | GOI Sec | 0.05% |
| Power Finance Corporation Ltd. | Financial | Bonds | 0.02% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +9.8% | +11.9% | +12.7% | +15.3% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 32 | 15 | 4 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Equity & Debt Fund Growth | +2.38% | +16.59% | 50,367.73 | |
JM Aggressive Hybrid Fund Growth | -2.80% | +15.95% | 701.44 | |
SBI Equity Hybrid Fund Growth | +3.29% | +13.45% | 83,353.48 | |
UTI Aggressive Hybrid Fund Plan Growth | -1.02% | +13.35% | 6,524.13 | |
HDFC Balanced Fund Growth | +6.97% | +10.83% | 20,080.76 | |
| Compare | ||||