| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹29,491 | -1.70% | |
| 1 year | ₹60,000 | ₹58,514 | -2.48% | |
| 3 years | ₹1,80,000 | ₹1,89,001 | +5.00% | |
| 5 years | ₹3,00,000 | ₹3,46,308 | +15.44% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Axis Bank Ltd. | Financial | Equity | 7.94% |
| HDFC Bank Ltd. | Financial | Equity | 5.94% |
| GOI | Sovereign | GOI Sec | 5.83% |
| Reliance Industries Ltd. | Energy | Equity | 5.17% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 4.75% |
| United Spirits Ltd. | Consumer Staples | Equity | 4.24% |
| Invesco Inida Liquid Fund - Direct Plan | -- | Mutual Fund | 3.74% |
| Godrej Properties Ltd. | Construction | Debenture | 3.04% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 3.03% |
| Infosys Ltd. | Technology | Equity | 2.53% |
| ICICI Bank Ltd. | Financial | Equity | 2.50% |
| Bajaj Finance Ltd. | Financial | Equity | 2.30% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 2.30% |
| State Bank of India | Financial | Equity | 2.26% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | CP | 2.00% |
| Invesco India Short Duration Fund Direct-Growth | -- | Mutual Fund | 1.98% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 1.89% |
| Tube Investments Of India Ltd. | Automobile | Equity | 1.61% |
| Invesco India Low Duration Fund Direct-Growth | -- | Mutual Fund | 1.59% |
| GOI | Sovereign | GOI Sec | 1.55% |
| Tata Housing Devp. Co. Ltd | Construction | Debenture | 1.49% |
| GOI | Sovereign | GOI Sec | 1.49% |
| Hyundai Motor India Ltd. | Automobile | Equity | 1.38% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 1.31% |
| Coforge Ltd. | Technology | Equity | 1.30% |
| Interglobe Aviation Ltd. | Services | Equity | 1.30% |
| Ambuja Cements Ltd. | Construction | Equity | 1.20% |
| Mrs. Bectors Food Specialities Ltd. | Consumer Staples | Equity | 1.16% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 1.15% |
| Tata Steel Ltd. | Metals & Mining | Equity | 1.09% |
| Ultratech Cement Ltd. | Construction | Equity | 1.05% |
| Honeywell Automation India Ltd. | Capital Goods | Equity | 0.85% |
| Metro Brands Ltd. | Consumer Staples | Equity | 0.82% |
| Poly Medicure Ltd. | Healthcare | Equity | 0.82% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.79% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.77% |
| Shriram Finance Ltd | Financial | Equity | 0.75% |
| Grasim Industries Ltd. | Construction | Equity | 0.72% |
| NTPC Ltd. | Energy | Equity | 0.72% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.71% |
| Bharti Airtel Ltd. | Communication | Equity | 0.65% |
| Bansal Wire Industries Ltd. | Metals & Mining | Equity | 0.64% |
| Entero Healthcare Solutions Ltd. | Healthcare | Equity | 0.63% |
| The Federal Bank Ltd. | Financial | Equity | 0.61% |
| AU Small Finance Bank Ltd. | Financial | Equity | 0.52% |
| Indus Towers Ltd. | Communication | Equity | 0.51% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 0.49% |
| Supreme Industries Ltd. | Chemicals | Equity | 0.46% |
| Indusind Bank Ltd. | Financial | Equity | 0.41% |
| Bank Of Baroda | Financial | Equity | 0.40% |
| Larsen & Toubro Ltd. | Construction | Equity | 0.21% |
| Orchid Pharma Ltd. | Healthcare | Equity | 0.20% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 0.17% |
| JIO Financial Services Ltd. | Financial | Equity | 0.16% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 0.12% |
| Dabur India Ltd. | Consumer Staples | Equity | 0.07% |
| Cipla Ltd. | Healthcare | Equity | 0.07% |
| Pidilite Industries Ltd. | Chemicals | Equity | 0.04% |
| Kwality Wall's (India) Ltd. | Consumer Staples | Equity | 0.03% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 0.02% |
| ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 0.01% |
| ICICI Prudential Life Insurance Company Ltd. | Insurance | Futures | -0.01% |
| Titan Company Ltd. | Consumer Discretionary | Futures | -0.02% |
| Pidilite Industries Ltd. | Chemicals | Futures | -0.04% |
| Cipla Ltd. | Healthcare | Futures | -0.07% |
| Dabur India Ltd. | Consumer Staples | Futures | -0.07% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Futures | -0.12% |
| JIO Financial Services Ltd. | Financial | Futures | -0.16% |
| SBI Life Insurance Company Ltd. | Insurance | Futures | -0.17% |
| Larsen & Toubro Ltd. | Construction | Futures | -0.21% |
| Bajaj Finance Ltd. | Financial | Futures | -0.32% |
| Bank Of Baroda | Financial | Futures | -0.40% |
| Indusind Bank Ltd. | Financial | Futures | -0.41% |
| HDFC Life Insurance Co Ltd. | Insurance | Futures | -0.49% |
| Indus Towers Ltd. | Communication | Futures | -0.51% |
| AU Small Finance Bank Ltd. | Financial | Futures | -0.53% |
| ICICI Bank Ltd. | Financial | Futures | -0.59% |
| The Federal Bank Ltd. | Financial | Futures | -0.61% |
| Bharti Airtel Ltd. | Communication | Futures | -0.65% |
| Grasim Industries Ltd. | Construction | Futures | -0.72% |
| NTPC Ltd. | Energy | Futures | -0.73% |
| Shriram Finance Ltd | Financial | Futures | -0.75% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Futures | -0.79% |
| Tata Steel Ltd. | Metals & Mining | Futures | -1.09% |
| Maruti Suzuki India Ltd. | Automobile | Futures | -1.15% |
| Ambuja Cements Ltd. | Construction | Futures | -1.21% |
| Mahindra & Mahindra Ltd. | Automobile | Futures | -1.32% |
| Power Grid Corporation Of India Ltd. | Energy | Futures | -1.89% |
| State Bank of India | Financial | Futures | -2.25% |
| Kotak Mahindra Bank Ltd. | Financial | Futures | -2.43% |
| HDFC Bank Ltd. | Financial | Futures | -2.45% |
| Reliance Industries Ltd. | Energy | Futures | -4.10% |
| United Spirits Ltd. | Consumer Staples | Futures | -4.26% |
| Axis Bank Ltd. | Financial | Futures | -7.99% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | -3.5% | +8.3% | +6.8% | +7.0% |
| Category average (Hybrid Equity Savings) | +5.9% | +9.9% | +9.1% | -- |
| Rank (Hybrid Equity Savings) | 22 | 15 | 18 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Edelweiss Equity Savings Fund Growth | +6.67% | +10.85% | 1,313.18 | |
Kotak Equity Savings Fund Growth | +5.08% | +10.33% | 10,031.57 | |
UTI Equity Savings Fund Growth | +2.17% | +9.04% | 820.50 | |
DSP Equity Savings Fund Growth | +1.96% | +9.03% | 3,541.41 | |
ICICI Prudential Equity Savings Fund Growth | +2.91% | +7.62% | 16,868.08 | |
| Compare | ||||