| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹64,134 | +6.89% | |
| 3 years | ₹1,80,000 | ₹2,22,534 | +23.63% | |
| 5 years | ₹3,00,000 | ₹4,28,594 | +42.86% | |
| 10 years | ₹6,00,000 | ₹12,34,352 | +105.73% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Gold ETF | NA | Mutual Fund | 11.79% |
| Reliance Industries Ltd. | Energy | Equity | 5.96% |
| ICICI Bank Ltd. | Financial | Equity | 5.83% |
| HDFC Bank Ltd. | Financial | Equity | 5.02% |
| State Bank of India | Financial | Equity | 2.91% |
| Bharti Airtel Ltd. | Communication | Equity | 2.90% |
| Axis Bank Ltd. | Financial | Equity | 1.81% |
| Larsen & Toubro Ltd. | Construction | Equity | 1.78% |
| Tata Consultancy Services Ltd. | Technology | Equity | 1.77% |
| Infosys Ltd. | Technology | Equity | 1.77% |
| Cipla Ltd. | Healthcare | Equity | 1.56% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 1.48% |
| United Spirits Ltd. | Consumer Staples | Equity | 1.47% |
| Bajaj Finserv Ltd. | Financial | Equity | 1.43% |
| Muthoot Finance Ltd. | Financial | Debenture | 1.43% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 1.41% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 1.40% |
| GOI | Sovereign | GOI Sec | 1.35% |
| Hyundai Motor India Ltd. | Automobile | Equity | 1.32% |
| Bajaj Finance Ltd. | Financial | Equity | 1.12% |
| HCL Technologies Ltd. | Technology | Equity | 1.07% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.05% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 0.98% |
| Reserve Bank of India | Financial | T-Bills | 0.93% |
| ITC Ltd. | Consumer Staples | Equity | 0.91% |
| Bajaj Auto Ltd. | Automobile | Equity | 0.86% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 0.84% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 0.81% |
| Lupin Ltd. | Healthcare | Equity | 0.79% |
| Dr. Lal Pathlabs Ltd. | Healthcare | Equity | 0.75% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 0.74% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 0.74% |
| Embassy Office Parks REIT | Construction | REITs | 0.72% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 0.72% |
| City Union Bank Ltd. | Financial | Equity | 0.72% |
| Eicher Motors Ltd. | Automobile | Equity | 0.70% |
| NTPC Ltd. | Energy | Equity | 0.69% |
| GOI | Sovereign | GOI Sec | 0.68% |
| Havells India Ltd. | Capital Goods | Equity | 0.68% |
| Tata Steel Ltd. | Metals & Mining | Equity | 0.67% |
| Interglobe Aviation Ltd. | Services | Equity | 0.67% |
| State Bank of India | Financial | Bonds | 0.66% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 0.65% |
| Brookfield India Real Estate Trust REIT | Construction | REITs | 0.63% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.60% |
| Tech Mahindra Ltd. | Technology | Equity | 0.57% |
| Oil And Natural Gas Corporation Ltd. | Energy | Equity | 0.55% |
| Ambuja Cements Ltd. | Construction | Equity | 0.54% |
| Siddhivinayak Securitisation Trust | Others | Sec. Debt | 0.48% |
| LIC Housing Finance Ltd. | Financial | Bonds/Deb | 0.48% |
| SMFG India Credit Company Ltd. | Financial | NCD | 0.48% |
| CreditAccess Grameen Ltd. | Financial | Equity | 0.48% |
| GOI | Sovereign | GOI Sec | 0.47% |
| Punjab National Bank | Financial | CD | 0.47% |
| GOI | Sovereign | GOI Sec | 0.41% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 0.41% |
| Delhivery Ltd. | Services | Equity | 0.40% |
| Nexus Select Trust | Construction | REITs | 0.40% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Bonds | 0.39% |
| Whirlpool Of India Ltd. | Consumer Discretionary | Equity | 0.39% |
| Indus Towers Ltd. | Communication | Equity | 0.38% |
| Blue Dart Express Ltd. | Services | Equity | 0.38% |
| Sonata Software Ltd. | Technology | Equity | 0.33% |
| Godrej Consumer Products Ltd. | Consumer Staples | Equity | 0.32% |
| Hero Motocorp Ltd. | Automobile | Equity | 0.32% |
| Suprajit Engineering Ltd. | Automobile | Equity | 0.31% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 0.31% |
| Jindal Steel Ltd. | Metals & Mining | Equity | 0.30% |
| GOI | Sovereign | GOI Sec | 0.29% |
| GOI | Sovereign | GOI Sec | 0.29% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.29% |
| LIC Housing Finance Ltd. | Financial | Debenture | 0.29% |
| GOI | Sovereign | GOI Sec | 0.29% |
| GOI | Sovereign | GOI Sec | 0.29% |
| Transport Corporation Of India Ltd. | Services | Equity | 0.29% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.29% |
| GOI | Sovereign | GOI Sec | 0.29% |
| Gateway Distriparks Ltd. | Services | Equity | 0.28% |
| Orient Electric Ltd. | Consumer Discretionary | Equity | 0.27% |
| Prestige Estates Projects Ltd. | Construction | Equity | 0.27% |
| Gland Pharma Ltd. | Healthcare | Equity | 0.27% |
| Bayer CropScience Ltd. | Chemicals | Equity | 0.26% |
| Indraprastha Gas Ltd. | Energy | Equity | 0.26% |
| Greenply Industries Ltd. | Consumer Staples | Equity | 0.25% |
| Paradeep Phosphates Ltd. | Chemicals | Equity | 0.24% |
| CIE Automotive India Ltd. | Metals & Mining | Equity | 0.23% |
| Star Health and Allied Insurance Company Ltd. | Insurance | Equity | 0.23% |
| UTI Asset Management Company Ltd. | Financial | Equity | 0.22% |
| The Great Eastern Shipping Company Ltd. | Energy | Equity | 0.21% |
| HDFC Bank Ltd. | Financial | FD | 0.20% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.19% |
| GOI | Sovereign | GOI Sec | 0.19% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 0.19% |
| GR Infraprojects Ltd. | Construction | Equity | 0.19% |
| Tata Power Company Ltd. | Energy | Equity | 0.16% |
| Biocon Ltd. | Healthcare | Equity | 0.16% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 0.14% |
| Wipro Ltd. | Technology | Equity | 0.14% |
| Pipeline Infrastructure (India) Pvt. Ltd. | Construction | Debenture | 0.12% |
| Chemplast Sanmar Ltd. | Chemicals | Equity | 0.11% |
| REC Ltd. | Financial | Bonds | 0.10% |
| Power Finance Corporation Ltd. | Financial | Bonds | 0.10% |
| Power Finance Corporation Ltd. | Financial | Bonds | 0.10% |
| Rolex Rings Ltd | Capital Goods | Equity | 0.10% |
| Eternal Ltd. | Services | Equity | 0.10% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.10% |
| Bank Of Baroda | Financial | Bonds | 0.10% |
| GOI | Sovereign | GOI Sec | 0.09% |
| GOI | Sovereign | GOI Sec | 0.09% |
| Powergrid Infrastructure Investment Trust | Services | InvITs | 0.08% |
| Ultratech Cement Ltd. | Construction | Equity | 0.08% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 0.05% |
| GOI | Sovereign | GOI Sec | 0.04% |
| Asian Paints Ltd. | Chemicals | Equity | 0.02% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Futures | -0.02% |
| Ambuja Cements Ltd. | Construction | Futures | -0.02% |
| Asian Paints Ltd. | Chemicals | Futures | -0.02% |
| Ultratech Cement Ltd. | Construction | Futures | -0.08% |
| NTPC Ltd. | Energy | Futures | -0.08% |
| Eternal Ltd. | Services | Futures | -0.10% |
| Maruti Suzuki India Ltd. | Automobile | Futures | -0.11% |
| Biocon Ltd. | Healthcare | Futures | -0.16% |
| Tata Steel Ltd. | Metals & Mining | Futures | -0.16% |
| Tata Power Company Ltd. | Energy | Futures | -0.17% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Futures | -0.17% |
| Hero Motocorp Ltd. | Automobile | Futures | -0.32% |
| Larsen & Toubro Ltd. | Construction | Futures | -0.44% |
| Cipla Ltd. | Healthcare | Futures | -0.48% |
| Hindalco Industries Ltd. | Metals & Mining | Futures | -0.62% |
| United Spirits Ltd. | Consumer Staples | Futures | -0.93% |
| Titan Company Ltd. | Consumer Discretionary | Futures | -0.98% |
| HDFC Bank Ltd. | Financial | Futures | -1.03% |
| Bajaj Finance Ltd. | Financial | Futures | -1.12% |
| Mahindra & Mahindra Ltd. | Automobile | Futures | -1.21% |
| Bajaj Finserv Ltd. | Financial | Futures | -1.44% |
| Bharti Airtel Ltd. | Communication | Futures | -1.48% |
| State Bank of India | Financial | Futures | -1.53% |
| ICICI Bank Ltd. | Financial | Futures | -2.89% |
| Reliance Industries Ltd. | Energy | Futures | -3.76% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +16.1% | +14.3% | +12.6% | +12.1% |
| Category average (Hybrid Multi Asset Allocation) | +17.8% | +16.1% | +11.5% | -- |
| Rank (Hybrid Multi Asset Allocation) | 8 | 4 | -- | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Nippon India Multi Asset Allocation Fund Direct Growth | +24.84% | +22.25% | 10,661.23 | |
UTI Multi Asset Allocation Fund Direct Growth | +14.54% | +21.49% | 6,719.75 | |
ICICI Prudential Multi Asset Fund Direct Growth | +19.26% | +20.17% | 78,179.11 | |
SBI Multi Asset Allocation Fund Direct Growth | +21.70% | +19.34% | 13,032.90 | |
HDFC Multi Asset Allocation Fund Direct Growth | +15.71% | +16.09% | 5,459.66 | |
| Compare | ||||