| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹62,451 | +4.08% | |
| 3 years | ₹1,80,000 | ₹2,00,131 | +11.18% | |
| 5 years | ₹3,00,000 | ₹3,77,961 | +25.99% | |
| 10 years | ₹6,00,000 | ₹9,86,776 | +64.46% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd | Financial | Equity | 4.59% |
| Sansera Engineering Ltd | Consumer Discretionary | Equity | 3.84% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25G 7.48 BD 15SP28 FVRS1LAC | Financial | Bonds | 2.96% |
| HDFC BANK LIMITED CD 05AUG26 | Financial | Certificate of Deposit | 2.96% |
| HDFC Bank Ltd | Financial | Equity | 2.77% |
| Bajaj Finance Ltd | Financial | Equity | 2.39% |
| Info Edge (India) Ltd | Technology | Equity | 2.36% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 2.11% |
| Bharti Airtel Ltd | Technology | Equity | 2.10% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 2.06% |
| GOVERNMENT OF INDIA 34238 GOI 22AP64 7.34 FV RS 100 | Entities | GOI Securities | 2.01% |
| One 97 Communications Ltd | Industrials | Equity | 2.01% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 1.96% |
| INDO-MIM Ltd. | Industrials | Equity | 1.94% |
| STATE DEVELOPMENT LOAN 33604 KAR 08NV33 7.7 FV RS 100 | Unspecified | State Development Loan | 1.93% |
| STATE DEVELOPMENT LOAN 33674 KAR 29NV34 7.73 FV RS 100 | Unspecified | State Development Loan | 1.92% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 1.92% |
| NLC INDIA LIMITED SR I 8.09 LOA 29MY29 FVRS10LAC | Energy & Utilities | Non Convertible Debenture | 1.91% |
| STATE DEVELOPMENT LOAN 33819 KAR 10JN36 7.74 FV RS 100 | Unspecified | State Development Loan | 1.90% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 1.81% |
| Repo | Unspecified | Repo | 1.81% |
| GOVERNMENT OF INDIA 35840 GOI 15AP65 6.9 FV RS 100 | Entities | GOI Securities | 1.73% |
| Azad Engineering Ltd. | Industrials | Equity | 1.72% |
| Thermax Ltd | Industrials | Equity | 1.72% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 1.71% |
| Avalon Technologies Ltd. | Industrials | Equity | 1.71% |
| Piramal Pharma Ltd | Healthcare | Equity | 1.66% |
| Solar Industries India Ltd | Materials | Equity | 1.66% |
| SRF Ltd | Materials | Equity | 1.62% |
| Hitachi Energy India Ltd | Industrials | Equity | 1.61% |
| Larsen & Toubro Ltd | Industrials | Equity | 1.55% |
| Onesource Specialty Pharma Ltd | Healthcare | Equity | 1.53% |
| Schneider Electric Infrastructure Ltd | Energy & Utilities | Equity | 1.51% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 1.50% |
| Ultratech Cement Ltd | Materials | Equity | 1.48% |
| GE T&D India Ltd | Industrials | Equity | 1.47% |
| Trent Ltd | Consumer Discretionary | Equity | 1.42% |
| Kei Industries Ltd | Industrials | Equity | 1.40% |
| JK Cement Ltd | Materials | Equity | 1.36% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 1.35% |
| 0% GOI - 12JUN2031 STRIPS | Entities | GOI Securities | 1.34% |
| National Aluminium Company Ltd | Materials | Equity | 1.30% |
| Jindal Stainless Ltd | Materials | Equity | 1.27% |
| Bharat Electronics Ltd | Industrials | Equity | 1.17% |
| Aurobindo Pharma Ltd | Healthcare | Equity | 1.17% |
| Coforge Ltd | Technology | Equity | 1.13% |
| CG Power & Industrial Solutions Ltd | Industrials | Equity | 1.12% |
| NATIONAL HIGHWAYS AUTHORITY OF INDIA SR IV 7.49 BD 01AG29 FVRS10LAC | Industrials | Debenture | 1.00% |
| ADITYA BIRLA HOUSING FINANCE LIMITED SR L1 7.9015 NCD 11AG28 FVRS1LAC | Financial | Non Convertible Debenture | 1.00% |
| Fortis Healthcare Ltd | Healthcare | Equity | 0.98% |
| GOI Sec 7.41 19/12/2036 | Entities | GOI Securities | 0.97% |
| JAMNAGAR UTILITIES & POWER PRIVATE LIMITED SR PPD8 7.43 LOA 24OT34 FVRS1LAC | Industrials | Debenture | 0.97% |
| STATE DEVELOPMENT LOAN 20404 TN 09MY28 8.15 FV RS 100 | Unspecified | State Development Loan | 0.97% |
| Schaeffler India Ltd | Industrials | Equity | 0.96% |
| LARSEN AND TOUBRO LIMITED 7.725 NCD 28AP28 FVRS1LAC | Industrials | Bonds/NCDs | 0.95% |
| GOI Sec 7.18 24/07/2037 | Entities | GOI Securities | 0.95% |
| STATE DEVELOPMENT LOAN 33897 MH 31JN36 7.63 FV RS 100 | Unspecified | State Development Loan | 0.94% |
| GOVERNMENT OF INDIA 33071 GOI 19JU53 7.3 FV RS 100 | Entities | GOI Securities | 0.91% |
| SML Isuzu Ltd | Consumer Discretionary | Equity | 0.66% |
| PB Fintech Ltd | Financial | Equity | 0.59% |
| Eureka Forbes Ltd | Consumer Discretionary | Equity | 0.33% |
| GOVERNMENT OF INDIA 31719 GOI 20JU27 7.38 FV RS 100 | Entities | GOI Securities | 0.28% |
| GOVERNMENT OF INDIA 34208 GOI 08AP34 7.1 FV RS 100 | Entities | GOI Securities | 0.19% |
| Foseco India Ltd | Materials | Equity | 0.12% |
| Net Payables | Unspecified | Net Payables | -0.23% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +11.2% | +8.9% | +9.2% | +9.2% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 20 | 30 | 24 | -- |
| 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 | ||||