| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹59,705 | -0.49% | |
| 3 years | ₹1,80,000 | ₹1,89,844 | +5.47% | |
| 5 years | ₹3,00,000 | ₹3,35,671 | +11.89% | |
| 10 years | ₹6,00,000 | ₹7,92,859 | +32.14% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 11.35% |
| GOI | Sovereign | GOI Sec | 10.97% |
| Tamilnadu State | Others | SDL | 10.79% |
| GOI | Sovereign | GOI Sec | 10.60% |
| Nuclear Power Corpn. Of India Ltd. | Energy | Debenture | 8.77% |
| HDFC Bank Ltd. | Financial | CD | 8.44% |
| Indian Railway Finance Corporation Ltd. | Financial | Bonds | 5.60% |
| GOI | Sovereign | GOI Sec | 4.47% |
| HDFC Bank Ltd. | Financial | Equity | 3.59% |
| Tamilnadu State | Others | SDL | 3.31% |
| Reliance Industries Ltd. | Energy | Equity | 2.77% |
| Bharat Forge Ltd. | Automobile | Equity | 2.25% |
| Infosys Ltd. | Technology | Equity | 1.97% |
| Axis Bank Ltd. | Financial | Equity | 1.58% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.38% |
| Shriram Finance Ltd | Financial | Equity | 1.23% |
| ICICI Bank Ltd. | Financial | Equity | 1.14% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 0.90% |
| Kwality Wall's (India) Ltd. | Consumer Staples | Equity | 0.02% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +5.4% | +5.3% | +6.1% | +7.8% |
| 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 Growth | +3.57% | +10.09% | 3,344.49 | |
ICICI Prudential Savings Fund Growth | +3.79% | +9.24% | 3,188.48 | |
SBI Conservative Hybrid Fund Growth | +4.84% | +9.11% | 9,754.01 | |
ICICI Prudential Child Care Plan Study | +5.12% | +8.75% | 130.58 | |
Nippon India Conservative Hybrid Fund Growth | +5.94% | +7.92% | 951.13 | |
| Compare | ||||