| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹60,343 | +0.57% | |
| 3 years | ₹1,80,000 | ₹2,03,725 | +13.18% | |
| 5 years | ₹3,00,000 | ₹4,05,597 | +35.20% | |
| 10 years | ₹6,00,000 | ₹11,44,429 | +90.74% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 8.87% |
| HDFC Bank Ltd. | Financial | Equity | 7.38% |
| Atul Ltd. | Chemicals | Equity | 4.34% |
| Vedanta Ltd. | Metals & Mining | Debenture | 3.55% |
| Infosys Ltd. | Technology | Equity | 3.01% |
| Syngene International Ltd. | Healthcare | Equity | 2.60% |
| Grasim Industries Ltd. | Construction | Equity | 2.37% |
| Bajaj Finserv Ltd. | Financial | Equity | 2.35% |
| HCL Technologies Ltd. | Technology | Equity | 2.29% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.17% |
| Supreme Petrochem Ltd. | Chemicals | Equity | 2.12% |
| GOI | Sovereign | GOI Sec | 2.04% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 2.03% |
| ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 1.93% |
| Axis Bank Ltd. | Financial | Equity | 1.80% |
| Muthoot Finance Ltd. | Financial | Debenture | 1.78% |
| Bajaj Holdings & Investment Ltd. | Financial | Equity | 1.75% |
| Timken India Ltd. | Capital Goods | Equity | 1.70% |
| Lupin Ltd. | Healthcare | Equity | 1.60% |
| Bajaj Auto Ltd. | Automobile | Equity | 1.53% |
| Cipla Ltd. | Healthcare | Equity | 1.39% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 1.35% |
| Care Ratings Ltd. | Services | Equity | 1.30% |
| Tata Chemicals Ltd. | Chemicals | Equity | 1.30% |
| GOI | Sovereign | GOI Sec | 1.28% |
| Life Insurance Corporation of India | Insurance | Equity | 1.27% |
| Procter & Gamble Hygiene and Health Care Ltd. | Consumer Staples | Equity | 1.24% |
| Triveni Turbine Ltd. | Construction | Equity | 1.22% |
| Carborundum Universal Ltd. | Metals & Mining | Equity | 1.21% |
| Cummins India Ltd. | Capital Goods | Equity | 1.12% |
| Finolex Industries Ltd. | Chemicals | Equity | 1.10% |
| Power Finance Corporation Ltd. | Financial | Debenture | 1.03% |
| Gulf Oil Lubricants India Ltd. | Energy | Equity | 0.94% |
| Kirloskar Ferrous Industries Ltd. | Metals & Mining | Equity | 0.89% |
| Wipro Ltd. | Technology | Futures | 0.84% |
| Grindwell Norton Ltd. | Metals & Mining | Equity | 0.84% |
| RHI Magnesita India Ltd. | Construction | Equity | 0.82% |
| GR Infraprojects Ltd. | Construction | Equity | 0.76% |
| Apcotex Industries Ltd. | Chemicals | Equity | 0.76% |
| ICRA Ltd. | Services | Equity | 0.74% |
| LIC Housing Finance Ltd. | Financial | Debenture | 0.71% |
| Cyient Ltd. | Technology | Equity | 0.68% |
| Kennametal India Ltd. | Capital Goods | Equity | 0.67% |
| Gujarat State Fertilizers & Chemicals Ltd. | Chemicals | Equity | 0.66% |
| Aarti Industries Ltd. | Chemicals | Equity | 0.65% |
| Alembic Pharmaceuticals Ltd. | Healthcare | Equity | 0.64% |
| Interglobe Aviation Ltd. | Services | Equity | 0.61% |
| Yes Bank Ltd. | Financial | Bonds | 0.61% |
| GOI | Sovereign | GOI Sec | 0.57% |
| SKF India Ltd. | Capital Goods | Equity | 0.56% |
| Kansai Nerolac Paints Ltd. | Chemicals | Equity | 0.54% |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | Equity | 0.52% |
| Vesuvius India Ltd. | Construction | Equity | 0.51% |
| Blue Star Ltd. | Consumer Discretionary | Equity | 0.50% |
| Automotive Axles Ltd. | Automobile | Equity | 0.47% |
| Sundram Fasteners Ltd. | Capital Goods | Equity | 0.47% |
| Aarti Pharmalabs Ltd. | Services | Equity | 0.47% |
| Chambal Fertilisers and Chemicals Ltd. | Chemicals | Equity | 0.47% |
| Shree Cement Ltd. | Construction | Equity | 0.43% |
| L&T Technology Services Ltd. | Technology | Equity | 0.43% |
| Harsha Engineers International Ltd. | Capital Goods | Equity | 0.42% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 0.41% |
| Astrazeneca Pharma India Ltd. | Healthcare | Equity | 0.41% |
| The Ramco Cements Ltd. | Construction | Equity | 0.39% |
| NOCIL Ltd. | Chemicals | Equity | 0.39% |
| Bayer CropScience Ltd. | Chemicals | Equity | 0.37% |
| Muthoot Finance Ltd. | Financial | Debenture | 0.36% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | NCD | 0.36% |
| Vedanta Ltd. | Metals & Mining | Debenture | 0.36% |
| LIC Housing Finance Ltd. | Financial | Debenture | 0.35% |
| Brigade Enterprises Ltd. | Construction | Equity | 0.26% |
| Century Enka Ltd. | Textiles | Equity | 0.26% |
| Arvind Ltd. | Textiles | Equity | 0.24% |
| SKF India (Industrial) Ltd. | Capital Goods | Equity | 0.23% |
| Godrej Consumer Products Ltd. | Consumer Staples | Equity | 0.23% |
| Huhtamaki India Ltd. | Chemicals | Equity | 0.17% |
| Tata Technologies Ltd | Services | Equity | 0.07% |
| Bajaj Electricals Ltd. | Consumer Discretionary | Equity | 0.07% |
| Bajaj Finserv Ltd. | Financial | Futures | -0.93% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +16.8% | +14.0% | +12.4% | +15.1% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 3 | 4 | 9 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Equity & Debt Fund Growth | +2.46% | +16.65% | 50,367.73 | |
JM Aggressive Hybrid Fund Growth | -2.87% | +15.71% | 701.44 | |
SBI Equity Hybrid Fund Growth | +3.85% | +13.80% | 83,353.48 | |
UTI Aggressive Hybrid Fund Plan Growth | -1.00% | +13.56% | 6,524.13 | |
HDFC Balanced Fund Growth | +6.97% | +10.83% | 20,080.76 | |
| Compare | ||||