| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹60,251 | +0.42% | |
| 3 years | ₹1,80,000 | ₹2,01,468 | +11.93% | |
| 5 years | ₹3,00,000 | ₹3,90,012 | +30.00% | |
| 10 years | ₹6,00,000 | ₹11,67,411 | +94.57% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Eternal Ltd. | Services | Equity | 3.81% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 3.48% |
| Bharti Airtel Ltd. | Communication | Equity | 3.47% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 3.42% |
| HDFC Bank Ltd. | Financial | Equity | 3.39% |
| State Bank of India | Financial | Equity | 3.09% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 2.84% |
| Ultratech Cement Ltd. | Construction | Equity | 2.41% |
| Bajaj Finance Ltd. | Financial | Equity | 2.16% |
| Power Finance Corporation Ltd. | Financial | Equity | 2.13% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 2.12% |
| GOI | Sovereign | GOI Sec | 2.08% |
| Shriram Finance Ltd | Financial | Equity | 1.99% |
| Infosys Ltd. | Technology | Equity | 1.83% |
| Oracle Financial Services Software Ltd. | Technology | Equity | 1.80% |
| HDFC Bank Ltd. | Financial | CD | 1.73% |
| Apar Industries Ltd. | Consumer Staples | Equity | 1.72% |
| Mphasis Ltd. | Technology | Equity | 1.64% |
| ICICI Bank Ltd. | Financial | Equity | 1.52% |
| Solar Industries India Ltd. | Chemicals | Equity | 1.34% |
| Century Plyboards (India) Ltd. | Consumer Staples | Equity | 1.26% |
| Avanti Feeds Ltd. | Consumer Staples | Equity | 1.25% |
| Jindal Steel Ltd. | Metals & Mining | Equity | 1.25% |
| GOI | Sovereign | GOI Sec | 1.22% |
| Techno Electric & Engineering Company Ltd. | Capital Goods | Equity | 1.18% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 1.17% |
| Nippon Life India Asset Management Ltd. | Financial | Equity | 1.16% |
| SRF Ltd. | Chemicals | Equity | 1.14% |
| Union Bank of India | Financial | CD | 1.14% |
| Bank Of Baroda | Financial | Equity | 1.09% |
| United Spirits Ltd. | Consumer Staples | Equity | 1.08% |
| Swiggy Ltd. | Services | Equity | 1.06% |
| BSE Ltd. | Services | Equity | 1.05% |
| Tata Power Company Ltd. | Energy | Equity | 1.03% |
| GOI | Sovereign | GOI Sec | 1.01% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 1.00% |
| Havells India Ltd. | Capital Goods | Equity | 1.00% |
| Poonawalla Fincorp Ltd. | Financial | Equity | 0.98% |
| Bank of Maharashtra | Financial | Equity | 0.96% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.94% |
| PI Industries Ltd. | Chemicals | Equity | 0.94% |
| Reliance Industries Ltd. | Energy | Equity | 0.89% |
| UNO Minda Ltd. | Automobile | Equity | 0.89% |
| REC Ltd. | Financial | Equity | 0.88% |
| Tamilnadu State | Others | SDL | 0.86% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 0.82% |
| NTPC Ltd. | Energy | Equity | 0.82% |
| JK Cement Ltd. | Construction | Equity | 0.82% |
| JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 0.78% |
| Indian Bank | Financial | Equity | 0.78% |
| Schaeffler India Ltd. | Capital Goods | Equity | 0.77% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 0.75% |
| Polycab India Ltd. | Capital Goods | Equity | 0.74% |
| Karnataka State | Others | SDL | 0.74% |
| Prudent Corporate Advisory Services Ltd. | Financial | Equity | 0.74% |
| Vishal Mega Mart Ltd. | Services | Equity | 0.73% |
| Deepak Nitrite Ltd. | Chemicals | Equity | 0.72% |
| Tata Capital Ltd. | Financial | Equity | 0.61% |
| Nuvama Wealth Management Ltd. | Financial | Equity | 0.61% |
| Oberoi Realty Ltd. | Construction | Equity | 0.59% |
| Birlasoft Ltd. | Technology | Equity | 0.58% |
| Bahadur Chand Investments Pvt. Ltd. | Financial | CP | 0.55% |
| HDFC Bank Ltd. | Financial | CD | 0.55% |
| Tech Mahindra Ltd. | Technology | Equity | 0.54% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 0.52% |
| MRF Ltd. | Automobile | Equity | 0.50% |
| REC Ltd. | Financial | Bonds | 0.46% |
| Uttar Pradesh State | Others | SDL | 0.34% |
| V.S.T. Tillers Tractors Ltd. | Automobile | Equity | 0.33% |
| Andhra Pradesh State Beverages Corporation Ltd. | Consumer Staples | Bonds | 0.32% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.30% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.29% |
| Karnataka State | Others | SDL | 0.28% |
| GOI | Sovereign | GOI Sec | 0.23% |
| Indian Bank | Financial | CD | 0.21% |
| Telangana State Industrial Infrastructure Corporation Ltd. | Others | Debenture | 0.20% |
| Canara Bank | Financial | CD | 0.17% |
| Sundaram Finance Ltd. | Financial | CP | 0.16% |
| GOI | Sovereign | GOI Sec | 0.14% |
| GOI | Sovereign | GOI Sec | 0.14% |
| Andhra Pradesh State Beverages Corporation Ltd. | Consumer Staples | Bonds | 0.13% |
| Andhra Pradesh State Beverages Corporation Ltd. | Consumer Staples | Bonds | 0.13% |
| Karnataka State | Others | SDL | 0.11% |
| GOI | Sovereign | GOI Sec | 0.11% |
| Andhra Pradesh State Beverages Corporation Ltd. | Consumer Staples | Bonds | 0.09% |
| GOI | Sovereign | GOI Sec | 0.08% |
| Aditya Birla Finance Ltd. | Financial | Debenture | 0.08% |
| Andhra Pradesh State Beverages Corporation Ltd. | Consumer Staples | Bonds | 0.07% |
| Power Finance Corporation Ltd. | Financial | Bonds | 0.07% |
| GOI | Sovereign | GOI Sec | 0.06% |
| Tamilnadu State | Others | SDL | 0.06% |
| Kerala State | Others | SDL | 0.06% |
| Punjab State | Others | SDL | 0.06% |
| Haryana State | Others | SDL | 0.06% |
| Tamilnadu State | Others | SDL | 0.06% |
| GOI | Sovereign | GOI Sec | 0.06% |
| GOI | Sovereign | GOI Sec | 0.05% |
| GOI | Sovereign | GOI Sec | 0.04% |
| GOI | Sovereign | GOI Sec | 0.03% |
| GOI | Sovereign | GOI Sec | 0.03% |
| Gujarat State | Construction | SDL | 0.02% |
| Tamilnadu State | Others | SDL | 0.02% |
| GOI | Sovereign | GOI Sec | 0.02% |
| GOI | Sovereign | GOI Sec | 0.02% |
| Rajasthan State | Others | SDL | 0.02% |
| Andhra Pradesh State | Financial | SDL | 0.02% |
| Rajasthan State | Others | SDL | 0.01% |
| GOI | Sovereign | GOI Sec | 0.01% |
| Power Finance Corporation Ltd. | Financial | NCD | 0.00% |
| Andhra Pradesh State | Financial | SDL | 0.00% |
| GOI | Sovereign | GOI Sec | 0.00% |
| Rajasthan State | Others | SDL | 0.00% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +13.6% | +12.9% | +12.9% | +14.0% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 12 | 10 | 3 | -- |
| 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 | ||||