| 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 | Unspecified | 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 AND RURAL DEVELOPMENT SR 24E 7.80 BD 15MR27 FVRS1LAC | Financial | Debenture | 3.29% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25E 7.53 BD 24MR28 FVRS1LAC | Financial | Bonds | 3.28% |
| ADANI POWER LIMITED SR II 8.20 NCD 25JN29 FVRS1LAC | Energy & Utilities | Debenture | 3.25% |
| JIO FINANCE LIMITED SR 1 7.19 NCD 15MR28 FVRS1LAC | Financial | Debenture | 3.24% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 2.77% |
| Tata Consultancy Services Ltd | Technology | Equity | 2.50% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 2.35% |
| ITC Ltd | Consumer Staples | Equity | 2.27% |
| Interglobe Aviation Ltd | Industrials | Equity | 2.25% |
| Larsen & Toubro Ltd | Industrials | 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 | Financial | Equity | 1.53% |
| SBI Life Insurance Company Ltd | Financial | Equity | 1.50% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 1.50% |
| Trent Ltd | Consumer Discretionary | Equity | 1.49% |
| HDB FINANCIAL SERVICES LIMITED EQ | Financial | Equity | 1.46% |
| Repo | Unspecified | Repo | 1.37% |
| Delhivery Ltd | Industrials | Equity | 1.35% |
| GOVERNMENT OF INDIA 33618 GOI 13NV30 7.32 FV RS 100 | Entities | GOI Securities | 1.34% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 1.33% |
| Phoenix Mills Ltd | Real Estate | Equity | 1.32% |
| TVS CREDIT SERVICES LIMITED 9.40 LOA 26AG26 FVRS10LAC | Financial | Non Convertible Debenture | 1.32% |
| Hyundai Motor India Ltd. | Consumer Discretionary | Equity | 1.31% |
| HDFC Bank Ltd Bonds/Deb 7.95 21/09/2026 | Financial | Bonds/Debentures | 1.31% |
| Zomato Ltd | Technology | Equity | 1.30% |
| Supreme Industries Ltd | Materials | Equity | 1.28% |
| Bajaj Finance Ltd | Financial | Equity | 1.23% |
| Ambuja Cements Ltd | Materials | Equity | 1.17% |
| Crompton Greaves Consumer Electricals Ltd | Consumer Discretionary | Equity | 1.16% |
| Tata Motors Ltd | Industrials | Equity | 1.13% |
| Metro Brands Ltd | Consumer Discretionary | Equity | 1.07% |
| Global Health Ltd | Healthcare | Equity | 1.04% |
| Honeywell Automation India Ltd | Technology | Equity | 0.98% |
| Coforge Ltd | Technology | Equity | 0.97% |
| JK Cement Ltd | Materials | Equity | 0.94% |
| Home First Finance Company India Ltd | Financial | Equity | 0.93% |
| Grindwell Norton Ltd | Materials | Equity | 0.93% |
| G R Infraprojects Ltd | Industrials | Equity | 0.86% |
| Entero Healthcare Solutions Ltd. | Healthcare | Equity | 0.84% |
| Mrs. Bectors Food Specialities Ltd | Consumer Staples | Equity | 0.81% |
| TATA HOUSING DEVELOPMENT COMPANY LIMITED SR I 7.51 NCD 08DC28 FVRS1LAC | Industrials | Debenture | 0.78% |
| CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD 7.5 CCD 30SP26 FVRS1LAC | Financial | Debenture | 0.77% |
| TORRENT PHARMACEUTICALS LTD SR 2 7.60 NCD 19JN29 FVRS1LAC | Healthcare | Non Convertible Debenture | 0.77% |
| Zensar Technologies Ltd | Technology | Equity | 0.67% |
| GOVERNMENT OF INDIA 34208 GOI 08AP34 7.1 FV RS 100 | Entities | GOI Securities | 0.66% |
| MANAPPURAM FINANCE LIMITED 9.10 NCD 19AG26 FVRS1LAC | Financial | Non Convertible Debenture | 0.66% |
| POWER FINANCE CORPORATION LIMITED SR 258A 6.92 BD 16FB28 FVRS1LAC | Financial | Debenture | 0.65% |
| Concord Biotech Ltd. | Healthcare | Equity | 0.63% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 0.62% |
| Brainbees Solutions Ltd. | Consumer Discretionary | Equity | 0.58% |
| Awfis Space Solutions Ltd. | Industrials | Equity | 0.51% |
| Dr. Reddy's Laboratories Ltd | Healthcare | Equity | 0.43% |
| Ingersoll Rand India Ltd | Industrials | Equity | 0.24% |
| GOI Sec 7.18 14/08/2033 | Entities | GOI Securities | 0.20% |
| Kwality Walls India Ltd | Consumer Staples | Equity | 0.02% |
| Net Payables | Unspecified | Net Payables | -0.21% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | -8.6% | +10.7% | +9.2% | +9.5% |
| Category average (Hybrid Aggressive Hybrid) | +4.7% | +14.3% | +13.9% | -- |
| Rank (Hybrid Aggressive Hybrid) | 41 | 24 | 28 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
| +5.55% | +19.29% | 1,481.51 | ||
| +1.89% | +15.80% | 50,367.73 | ||
| -4.24% | +14.02% | 701.44 | ||
| -1.47% | +12.57% | 6,524.13 | ||
| +6.97% | +10.83% | 20,080.76 | ||
| Compare | ||||