| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹62,188 | +3.65% | |
| 3 years | ₹1,80,000 | ₹2,12,046 | +17.80% | |
| 5 years | ₹3,00,000 | ₹4,06,666 | +35.56% | |
| 10 years | ₹6,00,000 | ₹11,41,496 | +90.25% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Eternal Ltd. | Services | Equity | 5.12% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 4.57% |
| ICICI Bank Ltd. | Financial | Equity | 4.05% |
| HDFC Bank Ltd. | Financial | Equity | 3.59% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 3.35% |
| Karur Vysya Bank Ltd. | Financial | Equity | 2.73% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 2.38% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 2.06% |
| Hero Motocorp Ltd. | Automobile | Equity | 1.82% |
| Radico Khaitan Ltd. | Consumer Staples | Equity | 1.81% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.56% |
| Kei Industries Ltd. | Capital Goods | Equity | 1.50% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.40% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 1.39% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 1.38% |
| PTC Industries Ltd. | Metals & Mining | Equity | 1.32% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 1.31% |
| Safari Industries (India) Ltd. | Consumer Discretionary | Equity | 1.27% |
| Motilal Oswal Financial Services Ltd. | Financial | Equity | 1.25% |
| GOI | Sovereign | GOI Sec | 1.22% |
| Blue Star Ltd. | Consumer Discretionary | Equity | 1.20% |
| Bharti Airtel Ltd. | Communication | Equity | 1.18% |
| Siddhivinayak Securitisation Trust | Others | Sec. Debt | 1.17% |
| Godfrey Phillips India Ltd. | Consumer Staples | Equity | 1.10% |
| HCL Technologies Ltd. | Technology | Equity | 1.09% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 1.08% |
| 360 One Wam Ltd. | Financial | Equity | 1.07% |
| Infosys Ltd. | Technology | Equity | 1.04% |
| India Universal Trust AL1 | Others | Sec. Debt | 1.03% |
| RBL Bank Ltd. | Financial | Equity | 1.02% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 1.01% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 1.00% |
| Bajaj Finance Ltd. | Financial | Equity | 1.00% |
| Coforge Ltd. | Technology | Equity | 0.98% |
| REC Ltd. | Financial | Debenture | 0.97% |
| LIC Housing Finance Ltd. | Financial | FRB | 0.97% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 0.96% |
| Bajaj Finance Ltd. | Financial | Debenture | 0.95% |
| Lenskart Solutions Ltd. | Consumer Discretionary | Equity | 0.95% |
| National Housing Bank | Financial | Debenture | 0.95% |
| REC Ltd. | Financial | Debenture | 0.93% |
| GOI | Sovereign | GOI Sec | 0.92% |
| Interglobe Aviation Ltd. | Services | Equity | 0.91% |
| IDBI Bank Ltd. | Financial | CD | 0.88% |
| HDFC Bank Ltd. | Financial | CD | 0.87% |
| Persistent Systems Ltd. | Technology | Equity | 0.82% |
| Lupin Ltd. | Healthcare | Equity | 0.78% |
| The Indian Hotels Company Ltd. | Services | Equity | 0.77% |
| Hexaware Technologies Ltd. | Technology | Equity | 0.76% |
| Axis Bank Ltd. | Financial | Equity | 0.71% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 0.71% |
| Nippon Life India Asset Management Ltd. | Financial | Equity | 0.70% |
| Reliance Industries Ltd. | Energy | Equity | 0.63% |
| Larsen & Toubro Ltd. | Construction | Equity | 0.61% |
| Sai Life Sciences Ltd. | Healthcare | Equity | 0.60% |
| Swiggy Ltd. | Services | Equity | 0.56% |
| Gujarat State | Construction | SDL | 0.56% |
| Eris Lifesciences Ltd. | Healthcare | Equity | 0.55% |
| TD Power Systems Ltd. | Capital Goods | Equity | 0.54% |
| JSW Energy Ltd. | Capital Goods | Equity | 0.53% |
| Wockhardt Ltd. | Healthcare | Equity | 0.52% |
| Canara Robeco Asset Management Company Ltd. | Financial | Equity | 0.52% |
| Prudent Corporate Advisory Services Ltd. | Financial | Equity | 0.51% |
| Indian Oil Corporation Ltd. | Energy | NCD | 0.49% |
| Power Finance Corporation Ltd. | Financial | NCD | 0.49% |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | Equity | 0.49% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.48% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.48% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.48% |
| Sundaram Finance Ltd. | Financial | Debenture | 0.47% |
| REC Ltd. | Financial | Debenture | 0.47% |
| Kotak Mahindra Prime Ltd. | Financial | NCD | 0.47% |
| LIC Housing Finance Ltd. | Financial | Debenture | 0.47% |
| Bajaj Finance Ltd. | Financial | Debenture | 0.47% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.46% |
| Titagarh Rail Systems Ltd. | Automobile | Equity | 0.46% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds/NCD | 0.46% |
| Global Health Ltd. | Healthcare | Equity | 0.46% |
| Bajaj Auto Credit Ltd. | Financial | NCD | 0.45% |
| Shivalik Bimetal Controls Ltd. | Capital Goods | Equity | 0.44% |
| GOI | Sovereign | GOI Sec | 0.44% |
| Vijaya Diagnostic Centre Ltd. | Healthcare | Equity | 0.42% |
| NTPC Ltd. | Energy | Equity | 0.41% |
| GOI | Sovereign | GOI Sec | 0.41% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 0.40% |
| PB Fintech Ltd. | Services | Equity | 0.37% |
| Bikaji Foods International Ltd. | Consumer Staples | Equity | 0.35% |
| GOI | Sovereign | GOI Sec | 0.29% |
| KPIT Technologies Ltd. | Technology | Equity | 0.28% |
| CCL Products (India) Ltd. | Consumer Staples | Equity | 0.27% |
| PG Electroplast Ltd. | Capital Goods | Equity | 0.27% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.25% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.20% |
| UTI Asset Management Company Ltd. | Financial | Equity | 0.20% |
| LIC Housing Finance Ltd. | Financial | Debenture | 0.19% |
| Meesho Ltd. | Services | Equity | 0.15% |
| Embassy Office Parks REIT | Construction | Debenture | 0.13% |
| Bajaj Finance Ltd. | Financial | Debenture | 0.13% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +16.2% | +13.0% | +12.5% | +13.9% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 13 | 29 | -- | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
JM Aggressive Hybrid Fund Direct Growth | +2.80% | +19.58% | 785.33 | |
ICICI Prudential Equity & Debt Fund Direct Growth | +13.09% | +19.35% | 49,640.80 | |
Edelweiss Aggressive Hybrid Fund Direct Growth | +8.36% | +17.93% | 3,480.41 | |
Nippon India Aggressive Hybrid Fund Direct Growth | +8.81% | +15.50% | 4,102.00 | |
Franklin India Aggressive Hybrid Fund Direct Growth | +6.04% | +14.99% | 2,379.64 | |
| Compare | ||||