| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹60,459 | +0.77% | |
| 3 years | ₹1,80,000 | ₹1,92,844 | +7.14% | |
| 5 years | ₹3,00,000 | ₹3,40,868 | +13.62% | |
| 10 years | ₹6,00,000 | ₹8,05,755 | +34.29% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 11.47% |
| GOI | Sovereign | GOI Sec | 11.45% |
| Tamilnadu State | Others | SDL | 11.42% |
| GOI | Sovereign | GOI Sec | 11.14% |
| Nuclear Power Corpn. Of India Ltd. | Energy | Debenture | 8.91% |
| HDFC Bank Ltd. | Financial | CD | 8.56% |
| Indian Railway Finance Corporation Ltd. | Financial | Bonds | 5.73% |
| GOI | Sovereign | GOI Sec | 4.56% |
| HDFC Bank Ltd. | Financial | Equity | 3.48% |
| Tamilnadu State | Others | SDL | 3.37% |
| Reliance Industries Ltd. | Energy | Equity | 2.66% |
| Infosys Ltd. | Technology | Equity | 2.13% |
| Bharat Forge Ltd. | Automobile | Equity | 2.04% |
| Axis Bank Ltd. | Financial | Equity | 1.48% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.29% |
| Shriram Finance Ltd | Financial | Equity | 1.17% |
| ICICI Bank Ltd. | Financial | Equity | 1.11% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 0.88% |
| Kwality Wall's (India) Ltd. | Consumer Staples | Equity | 0.01% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +6.4% | +5.6% | +6.3% | +7.9% |
| 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 | +5.26% | +10.70% | 3,280.77 | |
ICICI Prudential Savings Fund Growth | +5.64% | +9.87% | 3,188.48 | |
SBI Conservative Hybrid Fund Growth | +6.16% | +9.74% | 9,545.66 | |
ICICI Prudential Child Care Plan Study | +5.12% | +8.75% | 130.58 | |
Nippon India Conservative Hybrid Fund Growth | +7.78% | +8.37% | 932.12 | |
| Compare | ||||