| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹59,737 | -0.44% | |
| 3 years | ₹1,80,000 | ₹1,92,969 | +7.21% | |
| 5 years | ₹3,00,000 | ₹3,87,427 | +29.14% | |
| 10 years | ₹6,00,000 | ₹11,00,556 | +83.43% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd | Financial | Equity | 8.47% |
| Axis Bank Ltd | Financial | Equity | 8.15% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 7.22% |
| Repo | Unspecified | Repo | 6.87% |
| Atul Ltd | Materials | Equity | 3.74% |
| ICICI Bank Ltd Futures | Financial | Futures | 3.55% |
| VEDANTA LIMITED SR 1 9.40 NCD 20FB27 FVRS1LAC | Materials | Debenture | 3.50% |
| State Bank of India | Financial | Equity | 2.95% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 2.92% |
| Bajaj Holdings & Investment Ltd | Financial | Equity | 2.84% |
| ITC Ltd | Consumer Staples | Equity | 2.31% |
| GOVERNMENT OF INDIA 34238 GOI 22AP64 7.34 FV RS 100 | Entities | GOI Securities | 2.01% |
| Syngene International Ltd | Healthcare | Equity | 1.83% |
| 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 | 1.64% |
| NTPC Ltd | Energy & Utilities | Equity | 1.58% |
| Bank Of Baroda | Financial | Equity | 1.54% |
| Alkem Laboratories Ltd | Healthcare | Equity | 1.48% |
| CARE Ratings Ltd | Industrials | Equity | 1.45% |
| DLF Ltd | Real Estate | Equity | 1.44% |
| ICICI Prudential Life Insurance Company Ltd | Financial | Equity | 1.31% |
| Elgi Equipments Ltd | Industrials | Equity | 1.27% |
| GOVERNMENT OF INDIA 35840 GOI 15AP65 6.9 FV RS 100 | Entities | GOI Securities | 1.26% |
| Cash Margin | Unspecified | Cash Margin | 1.25% |
| Shree Cement Ltd Futures | Materials | Futures | 1.25% |
| Supreme Petrochem Ltd | Materials | Equity | 1.24% |
| Indegene Ltd. | Healthcare | Equity | 1.06% |
| BSE Ltd | Financial | Equity | 1.03% |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | Equity | 1.00% |
| Finolex Industries Ltd | Industrials | Equity | 0.99% |
| Union Bank of India | Financial | Equity | 0.99% |
| The Ramco Cements Ltd | Materials | Equity | 0.97% |
| Indusind Bank Ltd | Financial | Equity | 0.94% |
| Canara Bank | Financial | Equity | 0.88% |
| Procter & Gamble Hygiene & Health Care Ltd | Consumer Staples | Equity | 0.88% |
| Prestige Estates Projects Ltd | Real Estate | Equity | 0.80% |
| Indian Oil Corporation Ltd | Energy & Utilities | Equity | 0.78% |
| HDFC Asset Management Company Ltd | Financial | Equity | 0.77% |
| Harsha Engineers International Ltd | Industrials | Equity | 0.75% |
| Can Fin Homes Ltd | Financial | Equity | 0.75% |
| PCBL Ltd | Materials | Equity | 0.71% |
| Alembic Pharmaceuticals Ltd | Healthcare | Equity | 0.70% |
| LIC HOUSING FINANCE LTD TR 438 7.8350 NCD 11MY27 FVRS1LAC | Financial | Debenture | 0.70% |
| Usha Martin Ltd | Materials | Equity | 0.69% |
| SBI Life Insurance Company Ltd | Financial | Equity | 0.63% |
| Bayer CropScience Ltd | Materials | Equity | 0.61% |
| Yes Bank Ltd Bonds 8.00 30/09/2026 | Financial | Bonds | 0.60% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 23I 7.62 LOA 31JN28 FVRS1LAC | Financial | Debenture | 0.59% |
| Tata Motors Ltd | Consumer Discretionary | Equity | 0.57% |
| G R Infraprojects Ltd | Industrials | Equity | 0.57% |
| Tata Chemicals Ltd | Materials | Equity | 0.57% |
| NATIONAL SECURITIES DEPOSITORY LIMITED EQ | Financial | Equity | 0.57% |
| Aarti Industries Ltd | Materials | Equity | 0.55% |
| The Indian Hotels Company Ltd | Consumer Discretionary | Equity | 0.51% |
| Coal India Ltd | Materials | Equity | 0.50% |
| Central Depository Services (India) Ltd | Financial | Equity | 0.49% |
| SBI Cards & Payments Services Ltd | Financial | Equity | 0.45% |
| Chambal Fertilisers & Chemicals Ltd | Materials | Equity | 0.43% |
| Bajaj Finserv Ltd | Financial | Equity | 0.42% |
| Canara HSBC Life Insurance Company Ltd. | Financial | Equity | 0.42% |
| Automotive Axles Ltd | Consumer Discretionary | Equity | 0.40% |
| HOUSING AND URBAN DEVELOPMENT CORPORATION LIMITED SERIES I 8.6 BD 12NV28 FVRS10LAC | Financial | Debenture | 0.36% |
| VEDANTA LIMITED SR I 9.31 NCD 03DC27 FVRS1LAC | Materials | Debenture | 0.35% |
| MUTHOOT FINANCE LIMITED SR 35-A OP I 9.09 NCD 01JU29 FVRS1LAC | Financial | Debenture | 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% |
| ICRA Ltd | Industrials | Equity | 0.34% |
| Astrazeneca Pharma India Ltd | Healthcare | Equity | 0.34% |
| Rallis India Ltd | Materials | Equity | 0.32% |
| Blue Star Ltd | Industrials | Equity | 0.31% |
| KEC International Ltd | Diversified | Equity | 0.29% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 0.12% |
| Aditya Birla Lifestyle Brands Ltd | Consumer Discretionary | Equity | 0.10% |
| Supreme Industries Ltd | Materials | Equity | 0.10% |
| Suprajit Engineering Ltd | Consumer Discretionary | Equity | 0.02% |
| Net Payables | Unspecified | Net Payables | -4.39% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +12.0% | +10.9% | +10.7% | +14.9% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 8 | 7 | 14 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
| +11.97% | +16.26% | 2,050.58 | ||
| -0.70% | +12.61% | 52,454.21 | ||
| -1.97% | +11.56% | 699.77 | ||
| -0.12% | +11.49% | 3,997.71 | ||
| +6.97% | +10.83% | 20,080.76 | ||
| Compare | ||||