| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹59,950 | -0.08% | |
| 3 years | ₹1,80,000 | ₹1,97,763 | +9.87% | |
| 5 years | ₹3,00,000 | ₹3,70,742 | +23.58% | |
| 10 years | ₹6,00,000 | ₹9,67,625 | +61.27% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 4.83% |
| ICICI Bank Ltd. | Financial | Equity | 4.43% |
| HDFC Bank Ltd. | Financial | CD | 3.32% |
| Tata Consultancy Services Ltd. | Technology | Equity | 2.57% |
| NLC India Ltd. | Energy | NCD | 2.31% |
| GOI | Sovereign | GOI Sec | 2.29% |
| Karnataka State | Others | SDL | 2.21% |
| Karnataka State | Others | SDL | 2.20% |
| GOI | Sovereign | GOI Sec | 2.15% |
| Reliance Industries Ltd. | Energy | Equity | 2.13% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.05% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 2.00% |
| GOI | Sovereign | GOI Sec | 1.96% |
| Axis Bank Ltd. | Financial | Equity | 1.95% |
| DEE Development Engineers Ltd. | Services | Equity | 1.71% |
| Bharti Airtel Ltd. | Communication | Equity | 1.64% |
| Onesource Specialty Pharma Ltd. | Healthcare | Equity | 1.59% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 1.56% |
| Mrs. Bectors Food Specialities Ltd. | Consumer Staples | Equity | 1.54% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 1.53% |
| GOI | Sovereign | GOI Sec | 1.48% |
| Infosys Ltd. | Technology | Equity | 1.46% |
| TVS Motor Company Ltd. | Automobile | Equity | 1.46% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.44% |
| Tata Motors Ltd. | Automobile | Equity | 1.39% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 1.39% |
| Larsen & Toubro Ltd. | Construction | Equity | 1.36% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 1.34% |
| Piramal Pharma Ltd. | Healthcare | Equity | 1.33% |
| Manorama Industries Ltd. | Consumer Staples | Equity | 1.23% |
| Azad Engineering Ltd. | Capital Goods | Equity | 1.22% |
| Mphasis Ltd. | Technology | Equity | 1.21% |
| Power Finance Corporation Ltd. | Financial | Equity | 1.18% |
| Larsen & Toubro Ltd. | Construction | Bonds/NCD | 1.15% |
| Arvind Fashions Ltd. | Textiles | Equity | 1.14% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 1.13% |
| Ultratech Cement Ltd. | Construction | Equity | 1.12% |
| Muthoot Finance Ltd. | Financial | Equity | 1.11% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 1.11% |
| GOI | Sovereign | GOI Sec | 1.11% |
| Avalon Technologies Ltd. | Capital Goods | Equity | 1.10% |
| Maharashtra State | Others | SDL | 1.07% |
| Jamnagar Utilities and Power Pvt. Ltd. | Capital Goods | Debenture | 1.07% |
| One97 Communications Ltd. | Services | Equity | 1.05% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 1.04% |
| Sansera Engineering Ltd. | Automobile | Equity | 1.04% |
| Schaeffler India Ltd. | Capital Goods | Equity | 1.03% |
| GOI | Sovereign | GOI Sec | 1.03% |
| Kei Industries Ltd. | Capital Goods | Equity | 1.01% |
| Grasim Industries Ltd. | Construction | Equity | 0.99% |
| SRF Ltd. | Chemicals | Equity | 0.99% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.90% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 0.88% |
| Shriram Finance Ltd | Financial | Equity | 0.83% |
| Trent Ltd. | Services | Equity | 0.80% |
| KPIT Technologies Ltd. | Technology | Equity | 0.79% |
| DCB Bank Ltd. | Financial | Equity | 0.76% |
| JK Cement Ltd. | Construction | Equity | 0.76% |
| Eureka Forbes Ltd. | Metals & Mining | Equity | 0.75% |
| SBI Cards And Payment Services Ltd. | Financial | Equity | 0.72% |
| Vinati Organics Ltd. | Chemicals | Equity | 0.72% |
| Tata Steel Ltd. | Metals & Mining | Equity | 0.70% |
| Vishal Mega Mart Ltd. | Services | Equity | 0.57% |
| Bharti Hexacom Ltd. | Communication | Equity | 0.57% |
| ITC Hotels Ltd. | Services | Equity | 0.53% |
| Prestige Estates Projects Ltd. | Construction | Equity | 0.53% |
| Motilal Oswal Financial Services Ltd. | Financial | Equity | 0.52% |
| Concord Biotech Ltd. | Healthcare | Equity | 0.51% |
| HDB Financial Services Ltd. | Financial | Equity | 0.47% |
| Afcons Infrastructure Ltd. | Construction | Equity | 0.46% |
| LTM Limited | Technology | Equity | 0.36% |
| Shakti Pumps (India) Ltd. | Capital Goods | Equity | 0.35% |
| GOI | Sovereign | GOI Sec | 0.33% |
| GOI | Sovereign | GOI Sec | 0.22% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +12.8% | +10.3% | +9.6% | +9.1% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 28 | 32 | 23 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Equity & Debt Fund Growth | +5.23% | +18.52% | 46,700.42 | |
JM Aggressive Hybrid Fund Growth | -1.98% | +17.13% | 651.98 | |
Edelweiss Aggressive Hybrid Fund Growth | +3.50% | +15.96% | 3,308.91 | |
UTI Aggressive Hybrid Fund Plan Growth | +1.85% | +15.18% | 6,115.27 | |
HDFC Balanced Fund Growth | +6.97% | +10.83% | 20,080.76 | |
| Compare | ||||