| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹59,091 | -1.52% | |
| 3 years | ₹1,80,000 | ₹1,93,747 | +7.64% | |
| 5 years | ₹3,00,000 | ₹3,64,063 | +21.35% | |
| 10 years | ₹6,00,000 | ₹9,50,737 | +58.46% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 4.71% |
| ICICI Bank Ltd. | Financial | Equity | 4.29% |
| HDFC Bank Ltd. | Financial | CD | 3.09% |
| Tata Consultancy Services Ltd. | Technology | Equity | 2.49% |
| NLC India Ltd. | Energy | NCD | 2.14% |
| Bharti Airtel Ltd. | Communication | Equity | 2.13% |
| Reliance Industries Ltd. | Energy | Equity | 2.10% |
| GOI | Sovereign | GOI Sec | 2.07% |
| Karnataka State | Others | SDL | 2.05% |
| Karnataka State | Others | SDL | 2.04% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 1.99% |
| Axis Bank Ltd. | Financial | Equity | 1.97% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 1.91% |
| GOI | Sovereign | GOI Sec | 1.79% |
| Onesource Specialty Pharma Ltd. | Healthcare | Equity | 1.74% |
| Azad Engineering Ltd. | Capital Goods | Equity | 1.64% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 1.57% |
| Mrs. Bectors Food Specialities Ltd. | Consumer Staples | Equity | 1.56% |
| Eureka Forbes Ltd. | Metals & Mining | Equity | 1.52% |
| Piramal Pharma Ltd. | Healthcare | Equity | 1.46% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.46% |
| Larsen & Toubro Ltd. | Construction | Equity | 1.44% |
| JK Cement Ltd. | Construction | Equity | 1.40% |
| TVS Motor Company Ltd. | Automobile | Equity | 1.40% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 1.38% |
| GOI | Sovereign | GOI Sec | 1.38% |
| Tata Motors Ltd. | Automobile | Equity | 1.34% |
| Power Finance Corporation Ltd. | Financial | Equity | 1.29% |
| Infosys Ltd. | Technology | Equity | 1.28% |
| Mphasis Ltd. | Technology | Equity | 1.24% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 1.22% |
| ITC Hotels Ltd. | Services | Equity | 1.17% |
| Sansera Engineering Ltd. | Automobile | Equity | 1.17% |
| Arvind Fashions Ltd. | Textiles | Equity | 1.16% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 1.13% |
| Kei Industries Ltd. | Capital Goods | Equity | 1.13% |
| Ultratech Cement Ltd. | Construction | Equity | 1.12% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 1.11% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 1.10% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 1.09% |
| Avalon Technologies Ltd. | Capital Goods | Equity | 1.06% |
| Aditya Birla Housing Finance Ltd. | Financial | NCD | 1.04% |
| National Highways Authority of India Ltd. | Services | Debenture | 1.04% |
| GOI | Sovereign | GOI Sec | 1.03% |
| Schaeffler India Ltd. | Capital Goods | Equity | 1.03% |
| GOI | Sovereign | GOI Sec | 1.01% |
| Maharashtra State | Others | SDL | 1.00% |
| Grasim Industries Ltd. | Construction | Equity | 1.00% |
| Jamnagar Utilities and Power Pvt. Ltd. | Capital Goods | Debenture | 0.99% |
| Larsen & Toubro Ltd. | Construction | Bonds/NCD | 0.99% |
| GOI | Sovereign | GOI Sec | 0.98% |
| One97 Communications Ltd. | Services | Equity | 0.97% |
| SRF Ltd. | Chemicals | Equity | 0.94% |
| Trent Ltd. | Services | Equity | 0.93% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.92% |
| KPIT Technologies Ltd. | Technology | Equity | 0.88% |
| Shriram Finance Ltd | Financial | Equity | 0.82% |
| Muthoot Finance Ltd. | Financial | Equity | 0.71% |
| Tata Steel Ltd. | Metals & Mining | Equity | 0.71% |
| Manorama Industries Ltd. | Consumer Staples | Equity | 0.66% |
| Vishal Mega Mart Ltd. | Services | Equity | 0.61% |
| Afcons Infrastructure Ltd. | Construction | Equity | 0.53% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 0.49% |
| GOI | Sovereign | GOI Sec | 0.31% |
| GOI | Sovereign | GOI Sec | 0.20% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +11.0% | +9.8% | +9.6% | +9.0% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 27 | 32 | 23 | -- |
| 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 | ||||