| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹60,615 | +1.03% | |
| 3 years | ₹1,80,000 | ₹1,96,045 | +8.91% | |
| 5 years | ₹3,00,000 | ₹3,94,054 | +31.35% | |
| 10 years | ₹6,00,000 | ₹11,19,674 | +86.61% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd | Financial | Equity | 8.61% |
| Axis Bank Ltd | Financial | Equity | 7.72% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 7.40% |
| Atul Ltd | Materials | Equity | 3.97% |
| Repo | Unspecified | Repo | 3.54% |
| VEDANTA LIMITED SR 1 9.40 NCD 20FB27 FVRS1LAC | Materials | Debenture | 3.50% |
| Bajaj Holdings & Investment Ltd | Financial | Equity | 3.16% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 2.72% |
| ITC Ltd | Consumer Staples | Equity | 2.55% |
| GOVERNMENT OF INDIA 34238 GOI 22AP64 7.34 FV RS 100 | Entities | GOI Securities | 2.03% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 1.78% |
| Dr. Lal Pathlabs Ltd | Healthcare | Equity | 1.78% |
| Syngene International Ltd | Healthcare | Equity | 1.76% |
| MUTHOOT FINANCE LIMITED 8.90 NCD 17JU27 FVRS1LAC | Financial | Debenture | 1.75% |
| Timken India Ltd | Industrials | Equity | 1.64% |
| IIFL Wealth Management Ltd | Financial | Equity | 1.58% |
| Tata Motors Ltd | Industrials | Equity | 1.52% |
| Hyundai Motor India Ltd. | Consumer Discretionary | Equity | 1.44% |
| CARE Ratings Ltd | Industrials | Equity | 1.43% |
| Supreme Petrochem Ltd | Materials | Equity | 1.39% |
| ICICI Prudential Life Insurance Company Ltd | Financial | Equity | 1.31% |
| Motherson Sumi Systems Ltd Futures | Consumer Discretionary | Futures | 1.30% |
| GOVERNMENT OF INDIA 35840 GOI 15AP65 6.9 FV RS 100 | Entities | GOI Securities | 1.28% |
| Elgi Equipments Ltd | Industrials | Equity | 1.27% |
| Cash Margin | Unspecified | Cash Margin | 1.26% |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | Equity | 1.22% |
| NTPC Ltd | Energy & Utilities | Equity | 1.21% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 1.20% |
| EID-Parry (India) Ltd | Materials | Equity | 1.11% |
| Usha Martin Ltd | Materials | Equity | 1.04% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 1.04% |
| Kirloskar Ferrous Industries Ltd | Materials | Equity | 1.03% |
| Finolex Industries Ltd | Industrials | Equity | 1.02% |
| Cummins India Ltd | Industrials | Equity | 1.00% |
| Procter & Gamble Hygiene & Health Care Ltd | Consumer Staples | Equity | 0.95% |
| Indusind Bank Ltd | Financial | Equity | 0.94% |
| Union Bank of India | Financial | Equity | 0.90% |
| Tata Chemicals Ltd | Materials | Equity | 0.89% |
| The Ramco Cements Ltd | Materials | Equity | 0.83% |
| Indian Oil Corporation Ltd | Energy & Utilities | Equity | 0.78% |
| GMM Pfaudler Ltd | Industrials | Equity | 0.71% |
| G R Infraprojects Ltd | Industrials | Equity | 0.71% |
| LIC HOUSING FINANCE LTD TR 438 7.8350 NCD 11MY27 FVRS1LAC | Financial | Debenture | 0.70% |
| PCBL Ltd | Materials | Equity | 0.70% |
| Can Fin Homes Ltd | Financial | Equity | 0.69% |
| Alembic Pharmaceuticals Ltd | Healthcare | Equity | 0.67% |
| Bayer CropScience Ltd | Materials | Equity | 0.65% |
| ICRA Ltd | Industrials | Equity | 0.62% |
| Aarti Industries Ltd | Materials | Equity | 0.61% |
| Harsha Engineers International Ltd | Industrials | Equity | 0.61% |
| Gujarat State Fertilizers & Chemicals Ltd | Materials | Equity | 0.61% |
| Yes Bank Ltd Bonds 8.00 30/09/2026 | Financial | Bonds | 0.60% |
| ZF Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | Equity | 0.59% |
| Gulf Oil Lubricants India Ltd | Materials | Equity | 0.52% |
| Coal India Ltd | Materials | Equity | 0.52% |
| HDFC Asset Management Company Ltd | Financial | Equity | 0.49% |
| SKF India Ltd | Industrials | Equity | 0.48% |
| Chambal Fertilisers & Chemicals Ltd | Materials | Equity | 0.46% |
| Bajaj Finserv Ltd | Financial | Equity | 0.42% |
| Automotive Axles Ltd | Consumer Discretionary | Equity | 0.41% |
| Piramal Pharma Ltd | Healthcare | Equity | 0.41% |
| Astrazeneca Pharma India Ltd | Healthcare | Equity | 0.40% |
| Brigade Enterprises Ltd | Real Estate | Equity | 0.38% |
| HOUSING AND URBAN DEVELOPMENT CORPORATION LIMITED SERIES I 8.6 BD 12NV28 FVRS10LAC | Financial | Debenture | 0.36% |
| MUTHOOT FINANCE LIMITED SR 35-A OP I 9.09 NCD 01JU29 FVRS1LAC | Financial | Debenture | 0.35% |
| VEDANTA LIMITED SR I 9.31 NCD 03DC27 FVRS1LAC | Materials | Debenture | 0.35% |
| Blue Star Ltd | Industrials | Equity | 0.35% |
| CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LIMITED SR SD75 9.05 NCD 06MR32 FVRS1LAC | Financial | Non Convertible Debenture | 0.35% |
| LIC HOUSING FINANCE LTD TR 444 7.75 NCD 23AG29 FVRS1LAC | Financial | Debenture | 0.35% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 23I 7.62 LOA 31JN28 FVRS1LAC | Financial | Debenture | 0.35% |
| Aarti Pharmalabs Ltd. | Healthcare | Equity | 0.35% |
| HDFC Bank Ltd Futures | Financial | Futures | 0.34% |
| Rallis India Ltd | Materials | Equity | 0.34% |
| NOCIL Ltd | Materials | Equity | 0.30% |
| Canara HSBC Life Insurance Company Ltd. | Financial | Equity | 0.27% |
| Siemens Energy India Ltd | Energy & Utilities | Equity | 0.24% |
| Carborundum Universal Ltd | Materials | Equity | 0.24% |
| Aditya Birla Lifestyle Brands Ltd | Consumer Discretionary | Equity | 0.11% |
| Samvardhana Motherson International Ltd | Consumer Discretionary | Equity | 0.01% |
| Net Payables | Unspecified | Net Payables | -0.42% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +12.7% | +11.6% | +10.8% | +15.0% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 7 | 7 | 15 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
| +14.83% | +16.50% | 1,840.69 | ||
| +2.96% | +13.50% | 52,432.51 | ||
| +4.28% | +12.70% | 3,907.28 | ||
| +2.32% | +11.99% | 703.72 | ||
| +6.97% | +10.83% | 20,080.76 | ||
| Compare | ||||