| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹28,900 | -3.67% | |
| 1 year | ₹60,000 | ₹56,349 | -6.08% | |
| 3 years | ₹1,80,000 | ₹1,85,565 | +3.09% | |
| 5 years | ₹3,00,000 | ₹3,59,382 | +19.79% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Invesco India Low Duration Fund Direct-Growth | -- | Mutual Fund | 7.55% |
| HDFC Bank Ltd. | Financial | Equity | 5.26% |
| ICICI Bank Ltd. | Financial | Equity | 4.64% |
| Infosys Ltd. | Technology | Equity | 3.88% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 3.29% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 3.28% |
| Adani Power Ltd. | Energy | Debenture | 3.25% |
| Jio Credit Ltd. | Financial | Debenture | 3.24% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.77% |
| Tata Consultancy Services Ltd. | Technology | Equity | 2.50% |
| Reliance Industries Ltd. | Energy | Equity | 2.35% |
| ITC Ltd. | Consumer Staples | Equity | 2.27% |
| Interglobe Aviation Ltd. | Services | Equity | 2.25% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.21% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.93% |
| Tech Mahindra Ltd. | Technology | Equity | 1.74% |
| Indusind Bank Ltd. | Financial | Equity | 1.68% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 1.62% |
| Godrej Consumer Products Ltd. | Consumer Staples | Equity | 1.54% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 1.53% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 1.50% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 1.50% |
| Trent Ltd. | Services | Equity | 1.49% |
| HDB Financial Services Ltd. | Financial | Equity | 1.46% |
| Delhivery Ltd. | Services | Equity | 1.35% |
| GOI | Sovereign | GOI Sec | 1.34% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.33% |
| TVS Credit Services Ltd. | Financial | NCD | 1.32% |
| The Phoenix Mills Ltd. | Construction | Equity | 1.32% |
| HDFC Bank Ltd. | Financial | Bonds/Deb | 1.31% |
| Hyundai Motor India Ltd. | Automobile | Equity | 1.31% |
| Eternal Ltd. | Services | Equity | 1.30% |
| Supreme Industries Ltd. | Chemicals | Equity | 1.28% |
| Bajaj Finance Ltd. | Financial | Equity | 1.23% |
| Ambuja Cements Ltd. | Construction | Equity | 1.17% |
| Crompton Greaves Consumer Electricals Ltd. | Consumer Discretionary | Equity | 1.16% |
| Tata Motors Ltd. | Automobile | Equity | 1.13% |
| Metro Brands Ltd. | Consumer Staples | Equity | 1.07% |
| Global Health Ltd. | Healthcare | Equity | 1.04% |
| Honeywell Automation India Ltd. | Capital Goods | Equity | 0.98% |
| Coforge Ltd. | Technology | Equity | 0.97% |
| JK Cement Ltd. | Construction | Equity | 0.94% |
| Home First Finance Company India Ltd. | Financial | Equity | 0.93% |
| Grindwell Norton Ltd. | Metals & Mining | Equity | 0.93% |
| GR Infraprojects Ltd. | Construction | Equity | 0.86% |
| Entero Healthcare Solutions Ltd. | Healthcare | Equity | 0.84% |
| Mrs. Bectors Food Specialities Ltd. | Consumer Staples | Equity | 0.81% |
| Tata Housing Devp. Co. Ltd | Construction | Debenture | 0.78% |
| Torrent Pharmaceuticals Ltd. | Healthcare | NCD | 0.77% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.77% |
| Zensar Technologies Ltd. | Technology | Equity | 0.67% |
| Manappuram Finance Ltd. | Financial | NCD | 0.66% |
| GOI | Sovereign | GOI Sec | 0.66% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.65% |
| Concord Biotech Ltd. | Healthcare | Equity | 0.63% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.62% |
| Brainbees Solutions Ltd. | Consumer Staples | Equity | 0.58% |
| Awfis Space Solutions Ltd. | Services | Equity | 0.51% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 0.43% |
| Ingersoll-Rand (India) Ltd. | Capital Goods | Equity | 0.24% |
| GOI | Sovereign | GOI Sec | 0.20% |
| Kwality Wall's (India) Ltd. | Consumer Staples | Equity | 0.02% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | -7.8% | +11.4% | +10.4% | +9.6% |
| Category average (Hybrid Aggressive Hybrid) | +4.7% | +14.3% | +13.9% | -- |
| Rank (Hybrid Aggressive Hybrid) | 41 | 24 | 28 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Equity & Debt Fund Growth | +2.38% | +16.59% | 50,367.73 | |
JM Aggressive Hybrid Fund Growth | -2.80% | +15.95% | 701.44 | |
SBI Equity Hybrid Fund Growth | +3.29% | +13.45% | 83,353.48 | |
UTI Aggressive Hybrid Fund Plan Growth | -1.02% | +13.35% | 6,524.13 | |
HDFC Balanced Fund Growth | +6.97% | +10.83% | 20,080.76 | |
| Compare | ||||