| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹62,012 | +3.35% | |
| 3 years | ₹1,80,000 | ₹2,10,498 | +16.94% | |
| 5 years | ₹3,00,000 | ₹3,96,385 | +32.13% | |
| 10 years | ₹6,00,000 | ₹10,74,176 | +79.03% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 6.00% |
| ICICI Bank Ltd. | Financial | Equity | 4.24% |
| Tata Consultancy Services Ltd. | Technology | Equity | 2.95% |
| Karnataka State | Others | SDL | 2.91% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.36% |
| Axis Bank Ltd. | Financial | Equity | 2.35% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.30% |
| Reliance Industries Ltd. | Energy | Equity | 2.29% |
| GOI | Sovereign | GOI Sec | 2.08% |
| NLC India Ltd. | Energy | NCD | 2.03% |
| GOI | Sovereign | GOI Sec | 1.98% |
| Karnataka State | Others | SDL | 1.93% |
| Maharashtra State | Others | SDL | 1.91% |
| ITC Ltd. | Consumer Staples | Equity | 1.76% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 1.74% |
| Shakti Pumps (India) Ltd. | Capital Goods | Equity | 1.60% |
| Mphasis Ltd. | Technology | Equity | 1.51% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.49% |
| TVS Motor Company Ltd. | Automobile | Equity | 1.48% |
| Larsen & Toubro Ltd. | Construction | Equity | 1.45% |
| One97 Communications Ltd. | Services | Equity | 1.42% |
| Piramal Pharma Ltd. | Healthcare | Equity | 1.38% |
| Manorama Industries Ltd. | Consumer Staples | Equity | 1.38% |
| Sansera Engineering Ltd. | Automobile | Equity | 1.37% |
| Infosys Ltd. | Technology | Equity | 1.36% |
| Tata Motors Ltd. | Automobile | Equity | 1.34% |
| GOI | Sovereign | GOI Sec | 1.31% |
| Arvind Fashions Ltd. | Textiles | Equity | 1.29% |
| Bharti Airtel Ltd. | Communication | Equity | 1.28% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 1.27% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 1.27% |
| Muthoot Finance Ltd. | Financial | Equity | 1.23% |
| DEE Development Engineers Ltd. | Services | Equity | 1.22% |
| Onesource Specialty Pharma Ltd. | Healthcare | Equity | 1.21% |
| Mrs. Bectors Food Specialities Ltd. | Consumer Staples | Equity | 1.18% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 1.16% |
| Ultratech Cement Ltd. | Construction | Equity | 1.13% |
| Azad Engineering Ltd. | Capital Goods | Equity | 1.08% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 1.06% |
| SRF Ltd. | Chemicals | Equity | 1.03% |
| Kei Industries Ltd. | Capital Goods | Equity | 1.03% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 1.03% |
| Power Finance Corporation Ltd. | Financial | Equity | 1.01% |
| LTIMindtree Ltd. | Technology | Equity | 1.01% |
| Larsen & Toubro Ltd. | Construction | Bonds/NCD | 1.00% |
| Grasim Industries Ltd. | Construction | Equity | 1.00% |
| Maharashtra State | Others | SDL | 0.98% |
| GOI | Sovereign | GOI Sec | 0.98% |
| Maharashtra State | Others | SDL | 0.97% |
| Jamnagar Utilities and Power Pvt. Ltd. | Capital Goods | Debenture | 0.95% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 0.95% |
| Trent Ltd. | Services | Equity | 0.95% |
| GOI | Sovereign | GOI Sec | 0.94% |
| Tata Power Company Ltd. | Energy | Equity | 0.93% |
| SBI Cards And Payment Services Ltd. | Financial | Equity | 0.90% |
| KPIT Technologies Ltd. | Technology | Equity | 0.90% |
| Shriram Finance Ltd | Financial | Equity | 0.87% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.86% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 0.79% |
| Avalon Technologies Ltd. | Capital Goods | Equity | 0.79% |
| Vinati Organics Ltd. | Chemicals | Equity | 0.79% |
| ITC Hotels Ltd. | Services | Equity | 0.70% |
| Prestige Estates Projects Ltd. | Construction | Equity | 0.68% |
| Bharti Hexacom Ltd. | Communication | Equity | 0.63% |
| Eureka Forbes Ltd. | Metals & Mining | Equity | 0.63% |
| Concord Biotech Ltd. | Healthcare | Equity | 0.62% |
| Afcons Infrastructure Ltd. | Construction | Equity | 0.60% |
| HDB Financial Services Ltd. | Financial | Equity | 0.59% |
| GOI | Sovereign | GOI Sec | 0.29% |
| GOI | Sovereign | GOI Sec | 0.20% |
| Kwality Walls India Ltd. | Consumer Staples | Equity | 0.03% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.02% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +14.4% | +11.2% | +11.9% | +10.9% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 29 | 36 | 19 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
JM Aggressive Hybrid Fund Direct Growth | +2.80% | +19.58% | 785.33 | |
ICICI Prudential Equity & Debt Fund Direct Growth | +13.09% | +19.35% | 49,640.80 | |
Edelweiss Aggressive Hybrid Fund Direct Growth | +8.36% | +17.93% | 3,480.41 | |
Nippon India Aggressive Hybrid Fund Direct Growth | +8.81% | +15.50% | 4,102.00 | |
Franklin India Aggressive Hybrid Fund Direct Growth | +6.04% | +14.99% | 2,379.64 | |
| Compare | ||||