| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹60,327 | +0.55% | |
| 3 years | ₹1,80,000 | ₹1,97,664 | +9.81% | |
| 5 years | ₹3,00,000 | ₹3,95,147 | +31.72% | |
| 10 years | ₹6,00,000 | ₹13,85,282 | +130.88% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 8.41% |
| Bharti Airtel Ltd. | Communication | Equity | 6.38% |
| Indus Towers Ltd. | Communication | Equity | 6.16% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 4.84% |
| Larsen & Toubro Ltd. | Construction | Equity | 4.66% |
| Axis Bank Ltd. | Financial | Equity | 4.49% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 4.12% |
| Tata Motors Ltd. | Automobile | Equity | 3.92% |
| Premier Energies Ltd. | Energy | Equity | 3.75% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 3.63% |
| HDFC Bank Ltd. | Financial | Equity | 3.62% |
| Motherson Sumi Wiring India Ltd. | Automobile | Equity | 3.49% |
| Infosys Ltd. | Technology | Equity | 3.43% |
| The Indian Hotels Company Ltd. | Services | Equity | 3.27% |
| Eternal Ltd. | Services | Equity | 3.06% |
| Bajaj Finance Ltd. | Financial | Equity | 3.01% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.89% |
| Shriram Finance Ltd | Financial | Equity | 2.73% |
| Vedanta Ltd. | Metals & Mining | Equity | 2.63% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 2.60% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 2.39% |
| Hero Motocorp Ltd. | Automobile | Equity | 1.91% |
| Crompton Greaves Consumer Electricals Ltd. | Consumer Discretionary | Equity | 1.57% |
| Aegis Vopak Terminals Ltd. | Energy | Equity | 1.54% |
| SIS Ltd. | Services | Equity | 1.38% |
| Physicswallah Ltd. | Services | Equity | 1.15% |
| Coal India Ltd. | Energy | Equity | 1.08% |
| Tech Mahindra Ltd. | Technology | Equity | 0.96% |
| Sumitomo Chemical India Ltd. | Chemicals | Equity | 0.95% |
| Coforge Ltd. | Technology | Equity | 0.95% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +15.0% | +15.1% | +17.4% | +15.5% |
| Category average (Equity Flexi Cap) | +16.0% | +15.6% | +13.5% | -- |
| Rank (Equity Flexi Cap) | 51 | 18 | 3 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
JM Flexicap Fund Direct Plan Growth | +2.60% | +20.50% | 4,504.47 | |
HDFC Flexi Cap Direct Plan Growth | +4.22% | +20.13% | 91,334.91 | |
HSBC Flexi Cap Fund Direct Growth | +11.49% | +19.89% | 4,724.03 | |
Parag Parikh Flexi Cap Fund Direct Growth | +4.73% | +18.06% | 1,28,966.48 | |
Franklin India Flexi Cap Fund Direct Growth | +1.33% | +17.55% | 17,535.63 | |
| Compare | ||||