| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹59,964 | -0.06% | |
| 3 years | ₹1,80,000 | ₹2,02,389 | +12.44% | |
| 5 years | ₹3,00,000 | ₹3,92,376 | +30.79% | |
| 10 years | ₹6,00,000 | ₹11,01,311 | +83.55% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 4.53% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 4.05% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 3.60% |
| HDFC Bank Ltd. | Financial | Equity | 3.38% |
| Karur Vysya Bank Ltd. | Financial | Equity | 3.33% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 2.65% |
| Eternal Ltd. | Services | Equity | 2.40% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 2.31% |
| Punjab National Bank | Financial | CD | 1.88% |
| Union Bank of India | Financial | CD | 1.87% |
| The Federal Bank Ltd. | Financial | CD | 1.87% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 1.81% |
| Hero Motocorp Ltd. | Automobile | Equity | 1.78% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 1.65% |
| Radico Khaitan Ltd. | Consumer Staples | Equity | 1.60% |
| Kei Industries Ltd. | Capital Goods | Equity | 1.52% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.38% |
| GOI | Sovereign | GOI Sec | 1.36% |
| NTPC Ltd. | Energy | Equity | 1.33% |
| Axis Bank Ltd. | Financial | Equity | 1.33% |
| Siddhivinayak Securitisation Trust | Others | Sec. Debt | 1.28% |
| Blue Star Ltd. | Consumer Discretionary | Equity | 1.24% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.19% |
| PTC Industries Ltd. | Metals & Mining | Equity | 1.19% |
| Lenskart Solutions Ltd. | Consumer Discretionary | Equity | 1.17% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 1.13% |
| Bharti Airtel Ltd. | Communication | Equity | 1.11% |
| India Universal Trust AL1 | Others | Sec. Debt | 1.11% |
| Bajaj Finance Ltd. | Financial | Debenture | 1.06% |
| National Housing Bank | Financial | Debenture | 1.06% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 1.04% |
| RBL Bank Ltd. | Financial | Equity | 1.04% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 1.04% |
| REC Ltd. | Financial | Debenture | 1.04% |
| Motilal Oswal Financial Services Ltd. | Financial | Equity | 1.03% |
| LIC Housing Finance Ltd. | Financial | FRB | 1.01% |
| HCL Technologies Ltd. | Technology | Equity | 1.00% |
| 360 One Wam Ltd. | Financial | Equity | 0.95% |
| Lupin Ltd. | Healthcare | Equity | 0.95% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.95% |
| Union Bank of India | Financial | CD | 0.94% |
| Bank Of Baroda | Financial | CD | 0.94% |
| National Bank For Agriculture & Rural Development | Financial | CD | 0.94% |
| Safari Industries (India) Ltd. | Consumer Discretionary | Equity | 0.93% |
| Bajaj Finance Ltd. | Financial | Equity | 0.91% |
| Infosys Ltd. | Technology | Equity | 0.90% |
| TD Power Systems Ltd. | Capital Goods | Equity | 0.90% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.89% |
| Interglobe Aviation Ltd. | Services | Equity | 0.79% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 0.73% |
| Coforge Ltd. | Technology | Equity | 0.73% |
| Sai Life Sciences Ltd. | Healthcare | Equity | 0.71% |
| Nippon Life India Asset Management Ltd. | Financial | Equity | 0.71% |
| Persistent Systems Ltd. | Technology | Equity | 0.71% |
| The Indian Hotels Company Ltd. | Services | Equity | 0.66% |
| GOI | Sovereign | GOI Sec | 0.61% |
| Reliance Industries Ltd. | Energy | Equity | 0.60% |
| Larsen & Toubro Ltd. | Construction | Equity | 0.58% |
| JSW Energy Ltd. | Capital Goods | Equity | 0.58% |
| Oil India Ltd. | Energy | Equity | 0.57% |
| Punjab National Bank | Financial | CD | 0.56% |
| Sundaram Finance Ltd. | Financial | Debenture | 0.53% |
| Kotak Mahindra Prime Ltd. | Financial | NCD | 0.53% |
| LIC Housing Finance Ltd. | Financial | Debenture | 0.53% |
| Eris Lifesciences Ltd. | Healthcare | Equity | 0.53% |
| Bajaj Finance Ltd. | Financial | Debenture | 0.52% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds/NCD | 0.52% |
| Bajaj Auto Credit Ltd. | Financial | NCD | 0.51% |
| Power Finance Corporation Ltd. | Financial | NCD | 0.51% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.51% |
| RBL Bank Ltd. | Financial | CD | 0.50% |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | Equity | 0.50% |
| REC Ltd. | Financial | Bonds | 0.50% |
| Karnataka State | Others | SDL | 0.50% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 0.50% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.49% |
| Gujarat State | Construction | SDL | 0.49% |
| Prudent Corporate Advisory Services Ltd. | Financial | Equity | 0.48% |
| ICICI Bank Ltd. | Financial | CD | 0.47% |
| Wockhardt Ltd. | Healthcare | Equity | 0.47% |
| Tata Motors Ltd. | Automobile | Equity | 0.47% |
| Tech Mahindra Ltd. | Technology | Equity | 0.44% |
| Shivalik Bimetal Controls Ltd. | Capital Goods | Equity | 0.44% |
| Swiggy Ltd. | Services | Equity | 0.42% |
| Global Health Ltd. | Healthcare | Equity | 0.41% |
| Canara Robeco Asset Management Company Ltd. | Financial | Equity | 0.40% |
| Vijaya Diagnostic Centre Ltd. | Healthcare | Equity | 0.38% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 0.35% |
| Titagarh Rail Systems Ltd. | Automobile | Equity | 0.33% |
| CCL Products (India) Ltd. | Consumer Staples | Equity | 0.33% |
| PB Fintech Ltd. | Services | Equity | 0.32% |
| Bikaji Foods International Ltd. | Consumer Staples | Equity | 0.32% |
| GOI | Sovereign | GOI Sec | 0.30% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.27% |
| PG Electroplast Ltd. | Capital Goods | Equity | 0.25% |
| LIC Housing Finance Ltd. | Financial | Debenture | 0.21% |
| UTI Asset Management Company Ltd. | Financial | Equity | 0.19% |
| KPIT Technologies Ltd. | Technology | Equity | 0.17% |
| Embassy Office Parks REIT | Construction | Debenture | 0.15% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +15.8% | +12.0% | +12.3% | +13.6% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 11 | 26 | -- | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Equity & Debt Fund Direct Growth | +11.46% | +18.64% | 46,700.42 | |
JM Aggressive Hybrid Fund Direct Growth | +5.31% | +18.25% | 735.49 | |
Edelweiss Aggressive Hybrid Fund Direct Growth | +10.39% | +17.29% | 3,545.93 | |
Nippon India Aggressive Hybrid Fund Direct Growth | +10.83% | +14.74% | 4,063.06 | |
Franklin India Aggressive Hybrid Fund Direct Growth | +6.79% | +14.45% | 2,349.87 | |
| Compare | ||||