| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹29,406 | -1.98% | |
| 1 year | ₹60,000 | ₹58,628 | -2.29% | |
| 3 years | ₹1,80,000 | ₹1,99,924 | +11.07% | |
| 5 years | ₹3,00,000 | ₹4,00,536 | +33.51% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 5.87% |
| HDFC Bank Ltd. | Financial | Equity | 5.54% |
| Reliance Industries Ltd. | Energy | Equity | 3.23% |
| Bharti Airtel Ltd. | Communication | Equity | 2.82% |
| Infosys Ltd. | Technology | Equity | 2.58% |
| Bajaj Finserv Ltd. | Financial | Equity | 2.23% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.01% |
| Tata Consultancy Services Ltd. | Technology | Equity | 1.91% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 1.83% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 1.70% |
| Tata Steel Ltd. | Metals & Mining | Equity | 1.65% |
| Avenue Supermarts Ltd. | Services | Equity | 1.59% |
| Maharashtra State | Others | SDL | 1.50% |
| NTPC Ltd. | Energy | Equity | 1.43% |
| Eternal Ltd. | Services | Equity | 1.40% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.39% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.37% |
| Trent Ltd. | Services | Equity | 1.32% |
| UNO Minda Ltd. | Automobile | Equity | 1.32% |
| Oil And Natural Gas Corporation Ltd. | Energy | Equity | 1.25% |
| TVS Motor Company Ltd. | Automobile | Equity | 1.23% |
| Bharti Telecom Ltd. | Communication | Debenture | 1.21% |
| Tata Power Company Ltd. | Energy | Equity | 1.21% |
| GOI | Sovereign | GOI Sec | 1.19% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 1.17% |
| Indus Towers Ltd. | Communication | Equity | 1.17% |
| TVS Credit Services Ltd. | Financial | NCD | 1.15% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 1.10% |
| GOI | Sovereign | GOI Sec | 1.06% |
| Havells India Ltd. | Capital Goods | Equity | 1.04% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 1.04% |
| Tech Mahindra Ltd. | Technology | Equity | 1.02% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 0.99% |
| Nestle India Ltd. | Consumer Staples | Equity | 0.93% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 0.92% |
| Axis Bank Ltd. | Financial | Equity | 0.92% |
| Indusind Bank Ltd. | Financial | Equity | 0.90% |
| State Bank of India | Financial | Equity | 0.89% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | CP | 0.88% |
| Shriram Finance Ltd | Financial | Equity | 0.87% |
| GOI | Sovereign | GOI Sec | 0.85% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.76% |
| Ultratech Cement Ltd. | Construction | Equity | 0.76% |
| Tata Capital Ltd. | Financial | Equity | 0.75% |
| Pidilite Industries Ltd. | Chemicals | Equity | 0.75% |
| Suzlon Energy Ltd. | Capital Goods | Equity | 0.74% |
| SRF Ltd. | Chemicals | Equity | 0.73% |
| Jubilant FoodWorks Ltd. | Services | Equity | 0.71% |
| Escorts Kubota Ltd. | Automobile | Equity | 0.69% |
| Godrej Properties Ltd. | Construction | Equity | 0.69% |
| NMDC Ltd. | Metals & Mining | Equity | 0.68% |
| Punjab National Bank | Financial | CD | 0.67% |
| Muthoot Finance Ltd. | Financial | NCD | 0.67% |
| RBL Bank Ltd. | Financial | Equity | 0.67% |
| TVS Credit Services Ltd. | Financial | NCD | 0.67% |
| Aarti Industries Ltd. | Chemicals | Equity | 0.66% |
| Export-Import Bank Of India | Financial | CP | 0.66% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 0.66% |
| DCB Bank Ltd. | Financial | CD | 0.66% |
| Info Edge (India) Ltd. | Services | Equity | 0.66% |
| K.P.R. Mill Ltd. | Textiles | Equity | 0.66% |
| Embassy Office Parks REIT | Construction | Bonds | 0.66% |
| MTAR Technologies Ltd. | Capital Goods | Equity | 0.66% |
| Tata Housing Devp. Co. Ltd | Construction | Debenture | 0.65% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.65% |
| Small Industries Devp. Bank of India Ltd. | Financial | CD | 0.64% |
| Bandhan Bank Ltd. | Financial | Equity | 0.64% |
| Vishal Mega Mart Ltd. | Services | Equity | 0.62% |
| Astral Ltd. | Chemicals | Equity | 0.61% |
| Tata Motors Finance Ltd. | Financial | ZCB | 0.60% |
| DOMS Industries Ltd. | Consumer Staples | Equity | 0.59% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 0.57% |
| Oil India Ltd. | Energy | Equity | 0.56% |
| LTM Limited | Technology | Equity | 0.56% |
| HDB Financial Services Ltd. | Financial | Equity | 0.50% |
| Dr. Lal Pathlabs Ltd. | Healthcare | Equity | 0.50% |
| Zydus Lifesciences Ltd. | Healthcare | Equity | 0.49% |
| Interglobe Aviation Ltd. | Services | Equity | 0.47% |
| Embassy Office Parks REIT | Construction | REITs | 0.47% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.44% |
| Godrej Industries Ltd. | Consumer Staples | NCD | 0.44% |
| HDFC Bank Ltd. | Financial | CD | 0.44% |
| Muthoot Finance Ltd. | Financial | NCD | 0.44% |
| Embassy Office Parks REIT | Construction | Debenture | 0.44% |
| Brookfield India Real Estate Trust REIT | Construction | REITs | 0.43% |
| CESC Ltd. | Energy | Equity | 0.41% |
| Arvind Fashions Ltd. | Textiles | Equity | 0.39% |
| Cochin Shipyard Ltd. | Capital Goods | Equity | 0.38% |
| TVS Credit Services Ltd. | Financial | NCD | 0.36% |
| Abbott India Ltd. | Healthcare | Equity | 0.34% |
| Grindwell Norton Ltd. | Metals & Mining | Equity | 0.25% |
| JM Financial Services Pvt. Ltd. | Financial | CP | 0.25% |
| LIC Housing Finance Ltd. | Financial | Debenture | 0.22% |
| Shriram Finance Ltd | Financial | Debenture | 0.22% |
| Godrej Properties Ltd. | Construction | NCD | 0.22% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.22% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 0.22% |
| Muthoot Finance Ltd. | Financial | Debenture | 0.22% |
| 360 ONE Wealth Ltd. | Financial | CP | 0.22% |
| Nexus Select Trust | Construction | REITs | 0.21% |
| Piramal Finance Pvt. Ltd. | Financial | Bonds/NCD | 0.13% |
| Wakefit Innovations Ltd. | Consumer Discretionary | Equity | 0.13% |
| Sundaram Finance Ltd. | Financial | Debenture | 0.11% |
| 360 ONE Wealth Ltd. | Financial | Debenture | 0.09% |
| Bank Of Baroda | Financial | CD | 0.08% |
| Bajaj Housing Finance Ltd. | Financial | Debenture | 0.04% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.01% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | -0.3% | +15.4% | +14.6% | +17.1% |
| Category average (Hybrid Aggressive Hybrid) | +4.7% | +14.3% | +13.9% | -- |
| Rank (Hybrid Aggressive Hybrid) | 30 | 10 | 8 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
JM Aggressive Hybrid Fund Direct Growth | -0.66% | +17.67% | 701.44 | |
ICICI Prudential Equity & Debt Fund Direct Growth | +3.43% | +17.33% | 50,367.73 | |
Edelweiss Aggressive Hybrid Fund Direct Growth | +3.44% | +16.51% | 3,627.22 | |
Nippon India Aggressive Hybrid Fund Direct Growth | +1.87% | +13.71% | 3,958.21 | |
Franklin India Aggressive Hybrid Fund Direct Growth | -1.77% | +13.16% | 2,305.63 | |
| Compare | ||||