| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹59,815 | -0.31% | |
| 3 years | ₹1,80,000 | ₹1,93,247 | +7.36% | |
| 5 years | ₹3,00,000 | ₹3,56,788 | +18.93% | |
| 10 years | ₹6,00,000 | ₹9,25,472 | +54.25% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 7.27% |
| Reliance Industries Ltd. | Energy | Equity | 6.10% |
| ICICI Bank Ltd. | Financial | Equity | 4.03% |
| NTPC Ltd. | Energy | Equity | 3.81% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 3.68% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.64% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 3.59% |
| GOI | Sovereign | GOI Sec | 2.32% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 2.10% |
| Bharti Airtel Ltd. | Communication | Equity | 2.03% |
| GOI | Sovereign | GOI Sec | 1.96% |
| State Bank of India | Financial | Equity | 1.87% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 1.79% |
| Bajaj Finance Ltd. | Financial | Equity | 1.67% |
| Axis Bank Ltd. | Financial | Equity | 1.55% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 1.55% |
| Muthoot Finance Ltd. | Financial | Debenture | 1.31% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 1.25% |
| State Bank of India | Financial | Bonds | 1.21% |
| Tata Consultancy Services Ltd. | Technology | Equity | 1.08% |
| GOI | Sovereign | GOI Sec | 1.07% |
| Infosys Ltd. | Technology | Equity | 1.03% |
| Hyundai Motor India Ltd. | Automobile | Equity | 0.95% |
| GOI | Sovereign | GOI Sec | 0.93% |
| LIC Housing Finance Ltd. | Financial | Debenture | 0.88% |
| SMFG India Credit Company Ltd. | Financial | NCD | 0.88% |
| National Bank For Agriculture & Rural Development | Financial | CP | 0.87% |
| LIC Housing Finance Ltd. | Financial | Bonds/Deb | 0.87% |
| Sundaram Finance Ltd. | Financial | Debenture | 0.87% |
| GOI | Sovereign | GOI Sec | 0.79% |
| Oil And Natural Gas Corporation Ltd. | Energy | Equity | 0.79% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 0.74% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 0.74% |
| United Spirits Ltd. | Consumer Staples | Equity | 0.74% |
| Powergrid Infrastructure Investment Trust | Services | InvITs | 0.74% |
| HCL Technologies Ltd. | Technology | Equity | 0.73% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 0.70% |
| Eicher Motors Ltd. | Automobile | Equity | 0.66% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 0.64% |
| Embassy Office Parks REIT | Construction | Futures | 0.63% |
| ITC Ltd. | Consumer Staples | Equity | 0.63% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Bonds | 0.62% |
| Bajaj Auto Ltd. | Automobile | Equity | 0.61% |
| Brookfield India Real Estate Trust REIT | Construction | Futures | 0.57% |
| Interglobe Aviation Ltd. | Services | Equity | 0.56% |
| Max Financial Services Ltd. | Financial | Equity | 0.55% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 0.53% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.53% |
| Pipeline Infrastructure (India) Pvt. Ltd. | Construction | Debenture | 0.53% |
| GOI | Sovereign | GOI Sec | 0.53% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 0.53% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 0.52% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.52% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.48% |
| Tata Steel Ltd. | Metals & Mining | Equity | 0.48% |
| Ambuja Cements Ltd. | Construction | Equity | 0.48% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 0.47% |
| Eternal Ltd. | Services | Equity | 0.45% |
| Muthoot Finance Ltd. | Financial | Debenture | 0.44% |
| Power Finance Corporation Ltd. | Financial | NCD | 0.44% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 0.44% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.44% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 0.43% |
| Power Finance Corporation Ltd. | Financial | NCD | 0.43% |
| Siddhivinayak Securitisation Trust | Others | Sec. Debt | 0.43% |
| HDFC ERGO General Insurance Ltd, | Insurance | NCD | 0.43% |
| Power Finance Corporation Ltd. | Financial | Bonds | 0.43% |
| Coal India Ltd. | Energy | Equity | 0.42% |
| Union Bank of India | Financial | CD | 0.42% |
| Tech Mahindra Ltd. | Technology | Equity | 0.39% |
| Ultratech Cement Ltd. | Construction | Equity | 0.36% |
| Gujarat Pipavav Port Ltd. | Services | Equity | 0.33% |
| Aptus Value Housing Finance India Ltd. | Financial | Equity | 0.32% |
| Cipla Ltd. | Healthcare | Equity | 0.31% |
| Lupin Ltd. | Healthcare | Equity | 0.30% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 0.30% |
| PVR Inox Ltd. | Services | Equity | 0.28% |
| Kalpataru Projects International Ltd. | Capital Goods | Equity | 0.27% |
| Paradeep Phosphates Ltd. | Chemicals | Equity | 0.27% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 0.26% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.26% |
| Bank Of Baroda | Financial | CD | 0.25% |
| Bayer CropScience Ltd. | Chemicals | Equity | 0.25% |
| CIE Automotive India Ltd. | Metals & Mining | Equity | 0.25% |
| REC Ltd. | Financial | Bonds | 0.24% |
| JK Paper Ltd. | Consumer Staples | Equity | 0.24% |
| Greenply Industries Ltd. | Consumer Staples | Equity | 0.23% |
| Star Health and Allied Insurance Company Ltd. | Insurance | Equity | 0.23% |
| Suprajit Engineering Ltd. | Automobile | Equity | 0.22% |
| Gland Pharma Ltd. | Healthcare | Equity | 0.21% |
| Finolex Industries Ltd. | Chemicals | Equity | 0.18% |
| GOI | Sovereign | GOI Sec | 0.18% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 0.18% |
| Power Finance Corporation Ltd. | Financial | Bonds | 0.17% |
| GOI | Sovereign | GOI Sec | 0.17% |
| GOI | Sovereign | GOI Sec | 0.17% |
| Gujarat Gas Ltd. | Energy | Equity | 0.17% |
| GR Infraprojects Ltd. | Construction | Equity | 0.15% |
| Symphony Ltd. | Consumer Discretionary | Equity | 0.15% |
| GOI | Sovereign | GOI Sec | 0.14% |
| Goodyear India Ltd. | Automobile | Equity | 0.14% |
| National Aluminium Company Ltd. | Metals & Mining | Equity | 0.10% |
| Indian Railway Finance Corporation Ltd. | Financial | Debenture | 0.09% |
| GOI | Sovereign | GOI Sec | 0.09% |
| GOI | Sovereign | GOI Sec | 0.09% |
| Nestle India Ltd. | Consumer Staples | Equity | 0.09% |
| Muthoot Finance Ltd. | Financial | Debenture | 0.09% |
| Bank Of Baroda | Financial | Bonds | 0.09% |
| GOI | Sovereign | GOI Sec | 0.09% |
| Raajmarg Infra Investment Trust | Construction | InvITs | 0.05% |
| Coforge Ltd. | Technology | Equity | 0.03% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 0.02% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 0.01% |
| Biocon Ltd. | Healthcare | Equity | 0.01% |
| Kwality Wall's (India) Ltd. | Consumer Staples | Equity | 0.01% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Futures | -0.00% |
| Biocon Ltd. | Healthcare | Futures | -0.01% |
| Tata Consumer Products Ltd. | Consumer Staples | Futures | -0.01% |
| Cipla Ltd. | Healthcare | Futures | -0.01% |
| Divi's Laboratories Ltd. | Healthcare | Futures | -0.01% |
| Eternal Ltd. | Services | Futures | -0.02% |
| Power Grid Corporation Of India Ltd. | Energy | Futures | -0.02% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Futures | -0.02% |
| Coforge Ltd. | Technology | Futures | -0.03% |
| Kotak Mahindra Bank Ltd. | Financial | Futures | -0.04% |
| HDFC Life Insurance Co Ltd. | Insurance | Futures | -0.08% |
| Nestle India Ltd. | Consumer Staples | Futures | -0.09% |
| Ambuja Cements Ltd. | Construction | Futures | -0.09% |
| Lupin Ltd. | Healthcare | Futures | -0.30% |
| Ultratech Cement Ltd. | Construction | Futures | -0.36% |
| United Spirits Ltd. | Consumer Staples | Futures | -0.38% |
| Mahindra & Mahindra Ltd. | Automobile | Futures | -0.75% |
| Maruti Suzuki India Ltd. | Automobile | Futures | -0.94% |
| Bharti Airtel Ltd. | Communication | Futures | -0.95% |
| Hindalco Industries Ltd. | Metals & Mining | Futures | -1.25% |
| ICICI Bank Ltd. | Financial | Futures | -1.38% |
| Bajaj Finance Ltd. | Financial | Futures | -1.67% |
| Adani Ports and Special Economic Zone Ltd. | Services | Futures | -1.79% |
| Larsen & Toubro Ltd. | Construction | Futures | -2.43% |
| NTPC Ltd. | Energy | Futures | -2.67% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Futures | -2.97% |
| Reliance Industries Ltd. | Energy | Futures | -3.48% |
| Titan Company Ltd. | Consumer Discretionary | Futures | -3.69% |
| HDFC Bank Ltd. | Financial | Futures | -4.46% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +8.7% | +8.6% | +9.6% | +9.1% |
| Category average (Hybrid Equity Savings) | +9.9% | +9.1% | +8.4% | -- |
| Rank (Hybrid Equity Savings) | 13 | 8 | 1 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Edelweiss Equity Savings Fund Growth | +6.64% | +10.88% | 1,313.18 | |
Kotak Equity Savings Fund Growth | +4.90% | +10.31% | 10,031.57 | |
UTI Equity Savings Fund Growth | +2.51% | +9.12% | 820.50 | |
DSP Equity Savings Fund Growth | +1.66% | +9.05% | 3,541.41 | |
ICICI Prudential Equity Savings Fund Growth | +2.91% | +7.54% | 16,868.08 | |
| Compare | ||||