| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹30,054 | +0.18% | |
| 1 year | ₹60,000 | ₹58,412 | -2.65% | |
| 3 years | ₹1,80,000 | ₹1,88,771 | +4.87% | |
| 5 years | ₹3,00,000 | ₹3,65,666 | +21.89% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Invesco India Low Duration Fund Direct-Growth | Unspecified | Mutual Fund | 7.44% |
| ICICI Bank Ltd | Financial | Equity | 5.11% |
| HDFC Bank Ltd | Financial | Equity | 4.94% |
| Infosys Ltd | Technology | Equity | 3.59% |
| INDIAN RAILWAY FINANCE CORPORATION LIMITED SR 181 7.37 BD 31JL29 FVRS1LAC | Financial | Non Convertible Debenture | 3.19% |
| ADANI POWER LIMITED SR II 8.20 NCD 25JN29 FVRS1LAC | Energy & Utilities | Debenture | 3.16% |
| BANK OF BARODA CD 04FEB27 | Financial | Certificate of Deposit | 3.07% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 2.98% |
| Tata Consultancy Services Ltd | Technology | Equity | 2.71% |
| ITC Ltd | Consumer Staples | Equity | 2.50% |
| Interglobe Aviation Ltd | Industrials | Equity | 2.37% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 2.24% |
| Larsen & Toubro Ltd | Industrials | Equity | 1.90% |
| Tech Mahindra Ltd | Technology | Equity | 1.89% |
| SBI Life Insurance Company Ltd | Financial | Equity | 1.83% |
| Indusind Bank Ltd | Financial | Equity | 1.80% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 1.75% |
| Zomato Ltd | Technology | Equity | 1.73% |
| ICICI Lombard General Insurance Company Ltd | Financial | Equity | 1.65% |
| Hyundai Motor India Ltd. | Consumer Discretionary | Equity | 1.52% |
| Godrej Consumer Products Ltd | Consumer Staples | Equity | 1.50% |
| Tata Motors Ltd | Industrials | Equity | 1.50% |
| HDB FINANCIAL SERVICES LIMITED EQ | Financial | Equity | 1.48% |
| Bajaj Finance Ltd | Financial | Equity | 1.38% |
| Delhivery Ltd | Industrials | Equity | 1.35% |
| GOVERNMENT OF INDIA 33618 GOI 13NV30 7.32 FV RS 100 | Entities | GOI Securities | 1.31% |
| TVS CREDIT SERVICES LIMITED 9.40 LOA 26AG26 FVRS10LAC | Financial | Non Convertible Debenture | 1.27% |
| HDFC Bank Ltd Bonds/Deb 7.95 21/09/2026 | Financial | Bonds/Debentures | 1.27% |
| Crompton Greaves Consumer Electricals Ltd | Consumer Discretionary | Equity | 1.26% |
| Home First Finance Company India Ltd | Financial | Equity | 1.25% |
| Varun Beverages Ltd | Consumer Staples | Equity | 1.24% |
| Repo | Unspecified | Repo | 1.24% |
| Supreme Industries Ltd | Materials | Equity | 1.19% |
| Honeywell Automation India Ltd | Technology | Equity | 1.16% |
| Trent Ltd | Consumer Discretionary | Equity | 1.15% |
| Metro Brands Ltd | Consumer Discretionary | Equity | 1.13% |
| Phoenix Mills Ltd | Real Estate | Equity | 1.10% |
| Ambuja Cements Ltd | Materials | Equity | 1.10% |
| Global Health Ltd | Healthcare | Equity | 1.07% |
| Coforge Ltd | Technology | Equity | 1.05% |
| Entero Healthcare Solutions Ltd. | Healthcare | Equity | 0.98% |
| Grindwell Norton Ltd | Materials | Equity | 0.94% |
| JK Cement Ltd | Materials | Equity | 0.93% |
| Zensar Technologies Ltd | Technology | Equity | 0.90% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25C 7.44 BD 24FB28 FVRS1LAC | Financial | Bonds | 0.89% |
| Net Receivables | Unspecified | Net Receivables | 0.83% |
| Mrs. Bectors Food Specialities Ltd | Consumer Staples | Equity | 0.82% |
| G R Infraprojects Ltd | Industrials | Equity | 0.79% |
| CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD 7.5 CCD 30SP26 FVRS1LAC | Financial | Debenture | 0.76% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 0.76% |
| Syngene International Ltd | Healthcare | Equity | 0.76% |
| TATA HOUSING DEVELOPMENT COMPANY LIMITED SR I 7.51 NCD 08DC28 FVRS1LAC | Industrials | Debenture | 0.76% |
| TORRENT PHARMACEUTICALS LTD SR 2 7.60 NCD 19JN29 FVRS1LAC | Healthcare | Non Convertible Debenture | 0.76% |
| Motherson Sumi Wiring India Ltd | Industrials | Equity | 0.72% |
| GOVERNMENT OF INDIA 34208 GOI 08AP34 7.1 FV RS 100 | Entities | GOI Securities | 0.65% |
| REC LIMITED SR GOI - VIII 8.30 BD 25MR29 FVRS10LAC | Financial | Non Convertible Debenture | 0.65% |
| CENTURY TEXTILES AND INDUSTRIES LIMITED 8.35 NCD 30AG27 FVRS1LAC | Materials | Non Convertible Debenture | 0.64% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR VII 7.42 BD 12MR29 FVRS1LAC | Financial | Bonds/NCDs | 0.64% |
| POWER FINANCE CORPORATION LIMITED SR 258A 6.92 BD 16FB28 FVRS1LAC | Financial | Debenture | 0.63% |
| Dr. Reddy's Laboratories Ltd | Healthcare | Equity | 0.62% |
| Ingersoll Rand India Ltd | Industrials | Equity | 0.56% |
| Aditya Birla Sun Life AMC Ltd | Financial | Equity | 0.51% |
| Brainbees Solutions Ltd. | Consumer Discretionary | Equity | 0.50% |
| Awfis Space Solutions Ltd. | Industrials | Equity | 0.41% |
| GOI Sec 7.18 14/08/2033 | Entities | GOI Securities | 0.20% |
| Kwality Walls India Ltd | Consumer Staples | Equity | 0.02% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | -4.4% | +10.7% | +9.1% | +9.8% |
| Category average (Hybrid Aggressive Hybrid) | +4.7% | +14.3% | +13.9% | -- |
| Rank (Hybrid Aggressive Hybrid) | 41 | 26 | 25 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
| +14.87% | +17.37% | 1,840.69 | ||
| +3.62% | +14.47% | 52,432.51 | ||
| +4.58% | +13.24% | 3,907.28 | ||
| +3.04% | +13.00% | 703.72 | ||
| +6.97% | +10.83% | 20,080.76 | ||
| Compare | ||||