| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹59,150 | -1.42% | |
| 3 years | ₹1,80,000 | ₹2,01,639 | +12.02% | |
| 5 years | ₹3,00,000 | ₹4,00,561 | +33.52% | |
| 10 years | ₹6,00,000 | ₹11,27,724 | +87.95% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 8.67% |
| Axis Bank Ltd. | Financial | Equity | 4.81% |
| Atul Ltd. | Chemicals | Equity | 4.53% |
| Vedanta Ltd. | Metals & Mining | Debenture | 3.96% |
| Bajaj Finserv Ltd. | Financial | Equity | 2.95% |
| Grasim Industries Ltd. | Construction | Equity | 2.42% |
| Supreme Petrochem Ltd. | Chemicals | Equity | 2.39% |
| GOI | Sovereign | GOI Sec | 2.25% |
| Timken India Ltd. | Capital Goods | Equity | 2.23% |
| ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 2.13% |
| Infosys Ltd. | Technology | Equity | 2.07% |
| Syngene International Ltd. | Healthcare | Equity | 2.03% |
| Muthoot Finance Ltd. | Financial | Debenture | 1.99% |
| Avenue Supermarts Ltd. | Services | Equity | 1.87% |
| Shree Cement Ltd. | Construction | Equity | 1.81% |
| Triveni Turbine Ltd. | Construction | Equity | 1.80% |
| Life Insurance Corporation of India | Insurance | Equity | 1.72% |
| Cipla Ltd. | Healthcare | Equity | 1.69% |
| Carborundum Universal Ltd. | Metals & Mining | Equity | 1.64% |
| Bajaj Holdings & Investment Ltd. | Financial | Equity | 1.58% |
| Bajaj Auto Ltd. | Automobile | Equity | 1.50% |
| Tata Consultancy Services Ltd. | Technology | Equity | 1.30% |
| Tata Chemicals Ltd. | Chemicals | Equity | 1.29% |
| Bajaj Auto Ltd. | Automobile | Futures | 1.29% |
| Procter & Gamble Hygiene and Health Care Ltd. | Consumer Staples | Equity | 1.29% |
| Care Ratings Ltd. | Services | Equity | 1.26% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 1.21% |
| Power Finance Corporation Ltd. | Financial | Debenture | 1.15% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 1.12% |
| Finolex Industries Ltd. | Chemicals | Equity | 1.07% |
| HCL Technologies Ltd. | Technology | Equity | 1.06% |
| Eicher Motors Ltd. | Automobile | Equity | 1.04% |
| ICICI Bank Ltd. | Financial | Futures | 1.00% |
| Wipro Ltd. | Technology | Equity | 0.96% |
| Gulf Oil Lubricants India Ltd. | Energy | Equity | 0.95% |
| L&T Technology Services Ltd. | Technology | Equity | 0.93% |
| ICICI Bank Ltd. | Financial | Equity | 0.90% |
| United Spirits Ltd. | Consumer Staples | Equity | 0.89% |
| RHI Magnesita India Ltd. | Construction | Equity | 0.83% |
| ICRA Ltd. | Services | Equity | 0.83% |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 0.81% |
| Grindwell Norton Ltd. | Metals & Mining | Equity | 0.80% |
| Kirloskar Ferrous Industries Ltd. | Metals & Mining | Equity | 0.80% |
| Alembic Pharmaceuticals Ltd. | Healthcare | Equity | 0.79% |
| Info Edge (India) Ltd. | Services | Equity | 0.76% |
| GR Infraprojects Ltd. | Construction | Equity | 0.72% |
| Yes Bank Ltd. | Financial | Bonds | 0.67% |
| Apcotex Industries Ltd. | Chemicals | Equity | 0.66% |
| Cyient Ltd. | Technology | Equity | 0.65% |
| Interglobe Aviation Ltd. | Services | Equity | 0.62% |
| Vesuvius India Ltd. | Construction | Equity | 0.62% |
| Gujarat State Fertilizers & Chemicals Ltd. | Chemicals | Equity | 0.60% |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | Equity | 0.54% |
| Kansai Nerolac Paints Ltd. | Chemicals | Equity | 0.53% |
| SKF India Ltd. | Capital Goods | Equity | 0.52% |
| Blue Star Ltd. | Consumer Discretionary | Equity | 0.51% |
| Chambal Fertilisers and Chemicals Ltd. | Chemicals | Equity | 0.51% |
| Bayer CropScience Ltd. | Chemicals | Equity | 0.47% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 0.47% |
| Aarti Industries Ltd. | Chemicals | Equity | 0.45% |
| Automotive Axles Ltd. | Automobile | Equity | 0.44% |
| Aarti Pharmalabs Ltd. | Services | Equity | 0.44% |
| Astrazeneca Pharma India Ltd. | Healthcare | Equity | 0.43% |
| The Ramco Cements Ltd. | Construction | Equity | 0.43% |
| Pidilite Industries Ltd. | Chemicals | Equity | 0.41% |
| Ultratech Cement Ltd. | Construction | Equity | 0.40% |
| Muthoot Finance Ltd. | Financial | Debenture | 0.40% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 0.40% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | NCD | 0.40% |
| Vedanta Ltd. | Metals & Mining | Debenture | 0.40% |
| LIC Housing Finance Ltd. | Financial | Debenture | 0.40% |
| LIC Housing Finance Ltd. | Financial | Debenture | 0.40% |
| Harsha Engineers International Ltd. | Capital Goods | Equity | 0.38% |
| Sundram Fasteners Ltd. | Capital Goods | Equity | 0.38% |
| NOCIL Ltd. | Chemicals | Equity | 0.37% |
| Tata Motors Passenger Vehicles Ltd. | Automobile | Equity | 0.35% |
| Container Corporation Of India Ltd. | Services | Equity | 0.34% |
| SKF India (Industrial) Ltd. | Capital Goods | Equity | 0.33% |
| Birlasoft Ltd. | Technology | Equity | 0.26% |
| Century Enka Ltd. | Textiles | Equity | 0.26% |
| Prestige Estates Projects Ltd. | Construction | Equity | 0.25% |
| Brigade Enterprises Ltd. | Construction | Equity | 0.24% |
| Godrej Consumer Products Ltd. | Consumer Staples | Equity | 0.24% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 0.23% |
| Arvind Ltd. | Textiles | Equity | 0.23% |
| JSW Steel Ltd. | Metals & Mining | Equity | 0.22% |
| Huhtamaki India Ltd. | Chemicals | Equity | 0.16% |
| Nuvoco Vistas Corporation Ltd. | Construction | Equity | 0.15% |
| Amara Raja Energy & Mobility Ltd | Capital Goods | Equity | 0.15% |
| Kennametal India Ltd. | Capital Goods | Equity | 0.13% |
| Nesco Ltd. | Construction | Equity | 0.11% |
| Shree Cement Ltd. | Construction | Futures | 0.10% |
| Bajaj Electricals Ltd. | Consumer Discretionary | Equity | 0.07% |
| Vardhman Special Steels Ltd. | Metals & Mining | Equity | 0.04% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +17.4% | +13.5% | +12.6% | +15.1% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 4 | 8 | 10 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Equity & Debt Fund Growth | +10.80% | +17.94% | 46,700.42 | |
JM Aggressive Hybrid Fund Growth | +3.65% | +16.40% | 735.49 | |
Edelweiss Aggressive Hybrid Fund Growth | +8.76% | +15.41% | 3,545.93 | |
UTI Aggressive Hybrid Fund Plan Growth | +8.06% | +15.14% | 6,115.27 | |
HDFC Balanced Fund Growth | +6.97% | +10.83% | 20,080.76 | |
| Compare | ||||