| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹60,858 | +1.43% | |
| 3 years | ₹1,80,000 | ₹2,04,420 | +13.57% | |
| 5 years | ₹3,00,000 | ₹3,97,373 | +32.46% | |
| 10 years | ₹6,00,000 | ₹11,15,605 | +85.93% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 4.38% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 4.08% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 3.35% |
| HDFC Bank Ltd. | Financial | Equity | 3.30% |
| Karur Vysya Bank Ltd. | Financial | Equity | 3.11% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 2.65% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 2.63% |
| Eternal Ltd. | Services | Equity | 2.39% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 1.97% |
| Radico Khaitan Ltd. | Consumer Staples | Equity | 1.93% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 1.90% |
| Punjab National Bank | Financial | CD | 1.75% |
| The Federal Bank Ltd. | Financial | CD | 1.74% |
| Union Bank of India | Financial | CD | 1.74% |
| Kei Industries Ltd. | Capital Goods | Equity | 1.68% |
| Nippon Life India Asset Management Ltd. | Financial | Equity | 1.66% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.47% |
| Axis Bank Ltd. | Financial | Equity | 1.34% |
| NTPC Ltd. | Energy | Equity | 1.32% |
| Blue Star Ltd. | Consumer Discretionary | Equity | 1.27% |
| GOI | Sovereign | GOI Sec | 1.27% |
| Motilal Oswal Financial Services Ltd. | Financial | Equity | 1.20% |
| Siddhivinayak Securitisation Trust | Others | Sec. Debt | 1.19% |
| PTC Industries Ltd. | Metals & Mining | Equity | 1.17% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 1.13% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.13% |
| TD Power Systems Ltd. | Capital Goods | Equity | 1.13% |
| Lenskart Solutions Ltd. | Consumer Discretionary | Equity | 1.12% |
| RBL Bank Ltd. | Financial | Equity | 1.12% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 1.09% |
| Bharti Airtel Ltd. | Communication | Equity | 1.09% |
| India Universal Trust AL1 | Others | Sec. Debt | 1.02% |
| National Housing Bank | Financial | Debenture | 0.99% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 0.99% |
| Bajaj Finance Ltd. | Financial | Equity | 0.98% |
| REC Ltd. | Financial | Debenture | 0.97% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.96% |
| 360 One Wam Ltd. | Financial | Equity | 0.95% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.95% |
| LIC Housing Finance Ltd. | Financial | FRB | 0.94% |
| Union Bank of India | Financial | CD | 0.88% |
| Bank Of Baroda | Financial | CD | 0.87% |
| National Bank For Agriculture & Rural Development | Financial | CD | 0.87% |
| Interglobe Aviation Ltd. | Services | Equity | 0.79% |
| Infosys Ltd. | Technology | Equity | 0.78% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 0.74% |
| Sai Life Sciences Ltd. | Healthcare | Equity | 0.72% |
| Coforge Ltd. | Technology | Equity | 0.72% |
| Prudent Corporate Advisory Services Ltd. | Financial | Equity | 0.69% |
| The Indian Hotels Company Ltd. | Services | Equity | 0.68% |
| Shivalik Bimetal Controls Ltd. | Capital Goods | Equity | 0.63% |
| JSW Energy Ltd. | Capital Goods | Equity | 0.63% |
| Larsen & Toubro Ltd. | Construction | Equity | 0.62% |
| Reliance Industries Ltd. | Energy | Equity | 0.59% |
| FSN E-Commerce Ventures Ltd. | Services | Equity | 0.59% |
| GOI | Sovereign | GOI Sec | 0.55% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.55% |
| Safari Industries (India) Ltd. | Consumer Discretionary | Equity | 0.55% |
| Oil India Ltd. | Energy | Equity | 0.54% |
| Hero Motocorp Ltd. | Automobile | Equity | 0.53% |
| Punjab National Bank | Financial | CD | 0.52% |
| Wockhardt Ltd. | Healthcare | Equity | 0.51% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.50% |
| Eris Lifesciences Ltd. | Healthcare | Equity | 0.50% |
| LIC Housing Finance Ltd. | Financial | Debenture | 0.49% |
| Kotak Mahindra Prime Ltd. | Financial | NCD | 0.49% |
| Bajaj Finance Ltd. | Financial | Debenture | 0.49% |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | Equity | 0.49% |
| Sundaram Finance Ltd. | Financial | Debenture | 0.49% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds/NCD | 0.48% |
| REC Ltd. | Financial | Bonds | 0.47% |
| Power Finance Corporation Ltd. | Financial | NCD | 0.47% |
| Bajaj Auto Credit Ltd. | Financial | NCD | 0.47% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.47% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 0.47% |
| HCL Technologies Ltd. | Technology | Equity | 0.47% |
| RBL Bank Ltd. | Financial | CD | 0.46% |
| Vijaya Diagnostic Centre Ltd. | Healthcare | Equity | 0.46% |
| Karnataka State | Others | SDL | 0.46% |
| ICICI Bank Ltd. | Financial | CD | 0.44% |
| Global Health Ltd. | Healthcare | Equity | 0.44% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 0.43% |
| Canara Robeco Asset Management Company Ltd. | Financial | Equity | 0.43% |
| Titagarh Rail Systems Ltd. | Automobile | Equity | 0.41% |
| Swiggy Ltd. | Services | Equity | 0.40% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.38% |
| PB Fintech Ltd. | Services | Equity | 0.35% |
| Tata Motors Ltd. | Automobile | Equity | 0.34% |
| CCL Products (India) Ltd. | Consumer Staples | Equity | 0.34% |
| Bikaji Foods International Ltd. | Consumer Staples | Equity | 0.32% |
| GOI | Sovereign | GOI Sec | 0.28% |
| GOI | Sovereign | GOI Sec | 0.27% |
| PG Electroplast Ltd. | Capital Goods | Equity | 0.26% |
| LIC Housing Finance Ltd. | Financial | Debenture | 0.20% |
| Embassy Office Parks REIT | Construction | Debenture | 0.14% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +15.1% | +12.3% | +12.4% | +13.7% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 12 | 20 | -- | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
JM Aggressive Hybrid Fund Direct Growth | -0.66% | +17.67% | 701.44 | |
ICICI Prudential Equity & Debt Fund Direct Growth | +3.43% | +17.33% | 50,367.73 | |
Edelweiss Aggressive Hybrid Fund Direct Growth | +3.44% | +16.51% | 3,627.22 | |
Nippon India Aggressive Hybrid Fund Direct Growth | +1.87% | +13.71% | 3,958.21 | |
Franklin India Aggressive Hybrid Fund Direct Growth | -1.77% | +13.16% | 2,305.63 | |
| Compare | ||||