| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,579 | +2.63% | |
| 3 years | ₹1,80,000 | ₹1,99,305 | +10.72% | |
| 5 years | ₹3,00,000 | ₹3,55,401 | +18.47% | |
| 10 years | ₹6,00,000 | ₹8,63,791 | +43.97% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Reserve Bank of India | Financial | T-Bills | 12.16% |
| GOI | Sovereign | GOI Sec | 10.81% |
| GOI | Sovereign | GOI Sec | 10.78% |
| Tamilnadu State | Others | SDL | 10.69% |
| GOI | Sovereign | GOI Sec | 10.52% |
| Nuclear Power Corpn. Of India Ltd. | Energy | Debenture | 8.64% |
| Indian Railway Finance Corporation Ltd. | Financial | Bonds | 5.38% |
| GOI | Sovereign | GOI Sec | 4.23% |
| HDFC Bank Ltd. | Financial | Equity | 4.14% |
| Tamilnadu State | Others | SDL | 3.14% |
| Infosys Ltd. | Technology | Equity | 2.61% |
| Reliance Industries Ltd. | Energy | Equity | 2.59% |
| Bharat Forge Ltd. | Automobile | Equity | 1.65% |
| Axis Bank Ltd. | Financial | Equity | 1.63% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.39% |
| Shriram Finance Ltd | Financial | Equity | 1.28% |
| ICICI Bank Ltd. | Financial | Equity | 1.17% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 0.95% |
| Kwality Wall's (India) Ltd. | Consumer Staples | Equity | 0.02% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +8.1% | +6.9% | +7.7% | +7.7% |
| Category average (Hybrid Conservative Hybrid) | +9.1% | +8.0% | +7.8% | -- |
| Rank (Hybrid Conservative Hybrid) | 27 | 27 | 21 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Parag Parikh Conservative Hybrid Fund Direct Growth | +9.62% | +12.24% | 3,246.32 | |
ICICI Prudential Regular Savings Fund Direct Growth | +9.73% | +11.11% | 3,333.86 | |
HDFC Hybrid Debt Fund Direct Growth | +8.44% | +10.79% | 3,321.63 | |
DSP Regular Savings Fund Direct Growth | +8.66% | +10.73% | 182.70 | |
Nippon India Conservative Hybrid Fund Direct Growth | +11.19% | +10.28% | 936.15 | |
| Compare | ||||