| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹29,198 | -2.67% | |
| 1 year | ₹60,000 | ₹59,244 | -1.26% | |
| 3 years | ₹1,80,000 | ₹2,05,704 | +14.28% | |
| 5 years | ₹3,00,000 | ₹4,02,165 | +34.05% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Invesco India Low Duration Fund Direct-Growth | NA | Mutual Fund | 7.09% |
| HDFC Bank Ltd. | Financial | Equity | 6.04% |
| Infosys Ltd. | Technology | Equity | 4.93% |
| ICICI Bank Ltd. | Financial | Equity | 4.54% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 3.79% |
| Ultratech Cement Ltd. | Construction | NCD | 3.14% |
| Adani Power Ltd. | Energy | Debenture | 3.11% |
| Jio Credit Ltd. | Financial | Debenture | 3.10% |
| Tata Consultancy Services Ltd. | Technology | Equity | 2.89% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.67% |
| Interglobe Aviation Ltd. | Services | Equity | 2.58% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.58% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 2.09% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.07% |
| ITC Ltd. | Consumer Staples | Equity | 1.99% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.94% |
| Tech Mahindra Ltd. | Technology | Equity | 1.72% |
| Trent Ltd. | Services | Equity | 1.62% |
| Bajaj Finance Ltd. | Financial | Equity | 1.61% |
| Godrej Consumer Products Ltd. | Consumer Staples | Equity | 1.59% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 1.50% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 1.50% |
| HDB Financial Services Ltd. | Financial | Equity | 1.50% |
| Tata Motors Ltd. | Automobile | Equity | 1.43% |
| GOI | Sovereign | GOI Sec | 1.30% |
| The Phoenix Mills Ltd. | Construction | Equity | 1.30% |
| Coforge Ltd. | Technology | Equity | 1.27% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 1.25% |
| HDFC Bank Ltd. | Financial | Bonds/Deb | 1.25% |
| UNO Minda Ltd. | Automobile | Equity | 1.23% |
| Hyundai Motor India Ltd. | Automobile | Equity | 1.19% |
| Ambuja Cements Ltd. | Construction | Equity | 1.09% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 1.05% |
| JK Cement Ltd. | Construction | Equity | 1.03% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 0.99% |
| Global Health Ltd. | Healthcare | Equity | 0.94% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 0.93% |
| Metro Brands Ltd. | Consumer Staples | Equity | 0.92% |
| Home First Finance Company India Ltd. | Financial | Equity | 0.90% |
| Mrs. Bectors Food Specialities Ltd. | Consumer Staples | Equity | 0.87% |
| Torrent Power Ltd. | Energy | Equity | 0.86% |
| Supreme Industries Ltd. | Chemicals | Equity | 0.79% |
| Torrent Pharmaceuticals Ltd. | Healthcare | NCD | 0.75% |
| Entero Healthcare Solutions Ltd. | Healthcare | Equity | 0.73% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.73% |
| Crompton Greaves Consumer Electricals Ltd. | Consumer Discretionary | Equity | 0.72% |
| Indusind Bank Ltd. | Financial | Equity | 0.67% |
| Brainbees Solutions Ltd. | Consumer Staples | Equity | 0.64% |
| GOI | Sovereign | GOI Sec | 0.64% |
| Manappuram Finance Ltd. | Financial | NCD | 0.63% |
| Concord Biotech Ltd. | Healthcare | Equity | 0.62% |
| Honeywell Automation India Ltd. | Capital Goods | Equity | 0.61% |
| Max Estates Ltd. | Construction | Equity | 0.56% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.55% |
| Jindal Stainless Ltd. | Metals & Mining | Equity | 0.54% |
| Awfis Space Solutions Ltd. | Services | Equity | 0.54% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 0.49% |
| Jyoti CNC Automation Ltd. | Capital Goods | Equity | 0.49% |
| Concord Enviro Systems Ltd. | Others | Equity | 0.38% |
| Fine Organic Industries Ltd. | Chemicals | Equity | 0.35% |
| Grindwell Norton Ltd. | Metals & Mining | Equity | 0.32% |
| Aditya Birla Real Estate Ltd. | Consumer Staples | Equity | 0.26% |
| GOI | Sovereign | GOI Sec | 0.19% |
| Transformers And Rectifiers India Ltd. | Capital Goods | Equity | 0.18% |
| Kwality Wall's (India) Ltd. | Consumer Staples | Equity | 0.03% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +9.5% | +17.0% | +13.1% | +12.3% |
| Category average (Hybrid Aggressive Hybrid) | +4.7% | +14.3% | +13.9% | -- |
| Rank (Hybrid Aggressive Hybrid) | 39 | 11 | 19 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Equity & Debt Fund Direct Growth | +18.81% | +20.60% | 49,256.66 | |
JM Aggressive Hybrid Fund Direct Growth | +8.92% | +19.40% | 753.46 | |
Edelweiss Aggressive Hybrid Fund Direct Growth | +15.17% | +18.84% | 3,453.04 | |
Nippon India Aggressive Hybrid Fund Direct Growth | +15.69% | +16.86% | 4,024.55 | |
Franklin India Aggressive Hybrid Fund Direct Growth | +11.53% | +16.10% | 2,340.81 | |
| Compare | ||||