| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹62,070 | +3.45% | |
| 3 years | ₹1,80,000 | ₹2,03,458 | +13.03% | |
| 5 years | ₹3,00,000 | ₹3,71,075 | +23.69% | |
| 10 years | ₹6,00,000 | ₹9,38,149 | +56.36% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Prudential Savings Fund Direct Plan -Growth | NA | Mutual Fund | 9.10% |
| HDFC Bank Ltd. | Financial | Equity | 7.42% |
| ICICI Prudential Money Market Direct-Growth | NA | Mutual Fund | 7.23% |
| Reliance Industries Ltd. | Energy | Equity | 5.30% |
| Infosys Ltd. | Technology | Equity | 4.00% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 3.70% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 3.46% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.46% |
| ITC Ltd. | Consumer Staples | Equity | 3.18% |
| ICICI Bank Ltd. | Financial | Equity | 2.81% |
| NTPC Ltd. | Energy | Equity | 2.47% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.37% |
| Tata Consultancy Services Ltd. | Technology | Equity | 2.23% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 1.94% |
| City Union Bank Ltd. | Financial | CD | 1.64% |
| Ambuja Cements Ltd. | Construction | Equity | 1.59% |
| Bharti Airtel Ltd. | Communication | Equity | 1.55% |
| Bajaj Finance Ltd. | Financial | Equity | 1.47% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 1.43% |
| Larsen & Toubro Ltd. | Construction | Equity | 1.39% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 1.38% |
| Vedanta Ltd. | Metals & Mining | Equity | 1.38% |
| Tata Steel Ltd. | Metals & Mining | Equity | 1.31% |
| Bajaj Finserv Ltd. | Financial | Equity | 1.20% |
| Axis Bank Ltd. | Financial | Equity | 1.05% |
| Trent Ltd. | Services | Equity | 0.95% |
| Eternal Ltd. | Services | Equity | 0.88% |
| Cipla Ltd. | Healthcare | Equity | 0.85% |
| GOI | Sovereign | GOI Sec | 0.78% |
| Nestle India Ltd. | Consumer Staples | Equity | 0.75% |
| HCL Technologies Ltd. | Technology | Equity | 0.74% |
| State Bank of India | Financial | Equity | 0.70% |
| Wipro Ltd. | Technology | Equity | 0.70% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 0.63% |
| Vodafone Idea Ltd. | Communication | Equity | 0.60% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.55% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 0.49% |
| Muthoot Finance Ltd. | Financial | Debenture | 0.43% |
| Oil And Natural Gas Corporation Ltd. | Energy | Equity | 0.43% |
| Kotak Mahindra Bank Ltd. | Financial | CD | 0.41% |
| JSW Steel Ltd. | Metals & Mining | Equity | 0.41% |
| Small Industries Devp. Bank of India Ltd. | Financial | CD | 0.41% |
| Maharashtra State | Others | SDL | 0.38% |
| Canara Bank | Financial | Equity | 0.38% |
| GOI | Sovereign | GOI Sec | 0.38% |
| Maharashtra State | Others | SDL | 0.38% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 0.34% |
| GOI | Sovereign | GOI Sec | 0.34% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 0.33% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 0.33% |
| India Universal Trust AL1 | Others | Sec. Debt | 0.33% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 0.31% |
| Ultratech Cement Ltd. | Construction | Equity | 0.30% |
| Godrej Industries Ltd. | Consumer Staples | NCD | 0.28% |
| LIC Housing Finance Ltd. | Financial | NCD | 0.28% |
| REC Ltd. | Financial | Debenture | 0.28% |
| Rajasthan State | Others | SDL | 0.28% |
| Small Industries Devp. Bank of India Ltd. | Financial | CP | 0.27% |
| Akzo Nobel India Ltd. | Chemicals | Equity | 0.27% |
| India Universal Trust AL1 | Others | Sec. Debt | 0.27% |
| JIO Financial Services Ltd. | Financial | Equity | 0.27% |
| DLF Ltd. | Construction | Equity | 0.22% |
| Hero Motocorp Ltd. | Automobile | Equity | 0.20% |
| Indus Towers Ltd. | Communication | Equity | 0.20% |
| Punjab National Bank | Financial | Equity | 0.20% |
| GAIL (India) Ltd. | Energy | Equity | 0.18% |
| Jindal Steel Ltd. | Metals & Mining | Equity | 0.16% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.16% |
| GOI | Sovereign | GOI Sec | 0.15% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 0.15% |
| India Universal Trust AL1 | Others | Sec. Debt | 0.14% |
| Indian Oil Corporation Ltd. | Energy | Equity | 0.14% |
| Indusind Bank Ltd. | Financial | Equity | 0.14% |
| Shriram Finance Ltd | Financial | NCD | 0.14% |
| Lupin Ltd. | Healthcare | Equity | 0.14% |
| Madhya Pradesh State | Others | SDL | 0.14% |
| Himachal Pradesh State | Others | SDL | 0.14% |
| Madhya Pradesh State | Others | SDL | 0.14% |
| Rajasthan State | Others | SDL | 0.14% |
| Maharashtra State | Others | SDL | 0.14% |
| National Bank For Agriculture & Rural Development | Financial | CD | 0.14% |
| Tata Power Company Ltd. | Energy | Equity | 0.13% |
| Dabur India Ltd. | Consumer Staples | Equity | 0.13% |
| Tech Mahindra Ltd. | Technology | Equity | 0.12% |
| Eicher Motors Ltd. | Automobile | Equity | 0.11% |
| Syngene International Ltd. | Healthcare | Equity | 0.10% |
| TVS Motor Company Ltd. | Automobile | Equity | 0.10% |
| RBL Bank Ltd. | Financial | Equity | 0.09% |
| Grasim Industries Ltd. | Construction | Equity | 0.08% |
| Karnataka State | Others | SDL | 0.07% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.07% |
| Haryana State | Others | SDL | 0.07% |
| Odisha State | Financial | SDL | 0.06% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 0.06% |
| Bihar State | Others | SDL | 0.05% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 0.05% |
| Kwality Walls India Ltd. | Consumer Staples | Equity | 0.05% |
| Maharashtra State | Others | SDL | 0.04% |
| Godrej Consumer Products Ltd. | Consumer Staples | Equity | 0.03% |
| West Bengal State | Others | SDL | 0.03% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 0.03% |
| United Spirits Ltd. | Consumer Staples | Equity | 0.02% |
| Coforge Ltd. | Technology | Equity | 0.02% |
| LIC Housing Finance Ltd. | Financial | Equity | 0.02% |
| Info Edge (India) Ltd. | Services | Equity | 0.02% |
| Bank Of Baroda | Financial | Equity | 0.02% |
| Biocon Ltd. | Healthcare | Equity | 0.01% |
| Shriram Finance Ltd | Financial | Equity | 0.01% |
| Asian Paints Ltd. | Chemicals | Equity | 0.01% |
| GOI | Sovereign | GOI Sec | 0.01% |
| Petronet LNG Ltd. | Energy | Equity | 0.01% |
| SRF Ltd. | Chemicals | Equity | 0.01% |
| GOI | Sovereign | GOI Sec | 0.00% |
| Container Corporation Of India Ltd. | Services | Equity | 0.00% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.00% |
| Container Corporation Of India Ltd. | Services | Futures | -0.00% |
| Wipro Ltd. | Technology | Futures | -0.00% |
| Hindustan Unilever Ltd. | Consumer Staples | Futures | -0.00% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Futures | -0.00% |
| Trent Ltd. | Services | Futures | -0.00% |
| SRF Ltd. | Chemicals | Futures | -0.01% |
| Petronet LNG Ltd. | Energy | Futures | -0.01% |
| Asian Paints Ltd. | Chemicals | Futures | -0.01% |
| Shriram Finance Ltd | Financial | Futures | -0.01% |
| Biocon Ltd. | Healthcare | Futures | -0.01% |
| Nestle India Ltd. | Consumer Staples | Futures | -0.02% |
| Bank Of Baroda | Financial | Futures | -0.02% |
| HDFC Life Insurance Co Ltd. | Insurance | Futures | -0.02% |
| Info Edge (India) Ltd. | Services | Futures | -0.02% |
| LIC Housing Finance Ltd. | Financial | Futures | -0.02% |
| Coforge Ltd. | Technology | Futures | -0.02% |
| United Spirits Ltd. | Consumer Staples | Futures | -0.02% |
| Samvardhana Motherson International Ltd. | Automobile | Futures | -0.03% |
| Godrej Consumer Products Ltd. | Consumer Staples | Futures | -0.03% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Futures | -0.05% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Futures | -0.06% |
| Hindustan Aeronautics Ltd. | Capital Goods | Futures | -0.07% |
| Grasim Industries Ltd. | Construction | Futures | -0.08% |
| RBL Bank Ltd. | Financial | Futures | -0.09% |
| TVS Motor Company Ltd. | Automobile | Futures | -0.10% |
| Syngene International Ltd. | Healthcare | Futures | -0.10% |
| Eicher Motors Ltd. | Automobile | Futures | -0.11% |
| Tech Mahindra Ltd. | Technology | Futures | -0.12% |
| Dabur India Ltd. | Consumer Staples | Futures | -0.13% |
| Tata Power Company Ltd. | Energy | Futures | -0.13% |
| Lupin Ltd. | Healthcare | Futures | -0.14% |
| Indusind Bank Ltd. | Financial | Futures | -0.14% |
| Indian Oil Corporation Ltd. | Energy | Futures | -0.15% |
| Divi's Laboratories Ltd. | Healthcare | Futures | -0.15% |
| Bharat Electronics Ltd. | Capital Goods | Futures | -0.16% |
| Jindal Steel Ltd. | Metals & Mining | Futures | -0.16% |
| GAIL (India) Ltd. | Energy | Futures | -0.18% |
| Punjab National Bank | Financial | Futures | -0.20% |
| Indus Towers Ltd. | Communication | Futures | -0.20% |
| Hero Motocorp Ltd. | Automobile | Futures | -0.20% |
| DLF Ltd. | Construction | Futures | -0.23% |
| JIO Financial Services Ltd. | Financial | Futures | -0.27% |
| ITC Ltd. | Consumer Staples | Futures | -0.28% |
| Ultratech Cement Ltd. | Construction | Futures | -0.30% |
| Titan Company Ltd. | Consumer Discretionary | Futures | -0.31% |
| SBI Life Insurance Company Ltd. | Insurance | Futures | -0.33% |
| Hindalco Industries Ltd. | Metals & Mining | Futures | -0.33% |
| Britannia Industries Ltd. | Consumer Staples | Futures | -0.34% |
| Canara Bank | Financial | Futures | -0.38% |
| JSW Steel Ltd. | Metals & Mining | Futures | -0.41% |
| Oil And Natural Gas Corporation Ltd. | Energy | Futures | -0.43% |
| Power Grid Corporation Of India Ltd. | Energy | Futures | -0.49% |
| Vodafone Idea Ltd. | Communication | Futures | -0.60% |
| Maruti Suzuki India Ltd. | Automobile | Futures | -0.64% |
| State Bank of India | Financial | Futures | -0.71% |
| ICICI Bank Ltd. | Financial | Futures | -0.73% |
| HCL Technologies Ltd. | Technology | Futures | -0.74% |
| Tata Consultancy Services Ltd. | Technology | Futures | -0.84% |
| Cipla Ltd. | Healthcare | Futures | -0.85% |
| Eternal Ltd. | Services | Futures | -0.88% |
| Axis Bank Ltd. | Financial | Futures | -1.05% |
| Bajaj Finserv Ltd. | Financial | Futures | -1.20% |
| Tata Steel Ltd. | Metals & Mining | Futures | -1.31% |
| Vedanta Ltd. | Metals & Mining | Futures | -1.38% |
| Larsen & Toubro Ltd. | Construction | Futures | -1.40% |
| Bajaj Finance Ltd. | Financial | Futures | -1.48% |
| Bharti Airtel Ltd. | Communication | Futures | -1.56% |
| Ambuja Cements Ltd. | Construction | Futures | -1.60% |
| NTPC Ltd. | Energy | Futures | -1.66% |
| Infosys Ltd. | Technology | Futures | -1.91% |
| Adani Ports and Special Economic Zone Ltd. | Services | Futures | -1.95% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Futures | -2.29% |
| Mahindra & Mahindra Ltd. | Automobile | Futures | -2.38% |
| Kotak Mahindra Bank Ltd. | Financial | Futures | -3.47% |
| Reliance Industries Ltd. | Energy | Futures | -4.43% |
| HDFC Bank Ltd. | Financial | Futures | -7.47% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +9.1% | +8.8% | +9.4% | +8.6% |
| Category average (Hybrid Equity Savings) | +9.9% | +9.1% | +8.4% | -- |
| Rank (Hybrid Equity Savings) | 19 | 17 | 8 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Kotak Equity Savings Fund Direct Growth | +9.55% | +12.70% | 9,650.52 | |
Edelweiss Equity Savings Fund Direct Growth | +9.31% | +12.47% | 1,194.87 | |
DSP Equity Savings Fund Direct Growth | +7.16% | +10.89% | 3,904.77 | |
ICICI Prudential Equity Savings Fund Direct Growth | +8.04% | +9.10% | 18,060.45 | |
Bandhan Equity Savings Fund Direct Growth | +7.06% | +8.80% | 399.11 | |
| Compare | ||||