| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹64,167 | +6.94% | |
| 3 years | ₹1,80,000 | ₹2,21,522 | +23.07% | |
| 5 years | ₹3,00,000 | ₹4,24,612 | +41.54% | |
| 10 years | ₹6,00,000 | ₹12,87,844 | +114.64% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 6.89% |
| ICICI Bank Ltd. | Financial | Equity | 4.06% |
| State Bank of India | Financial | Equity | 4.00% |
| Reliance Industries Ltd. | Energy | Equity | 3.22% |
| GOI | Sovereign | GOI Sec | 3.03% |
| Axis Bank Ltd. | Financial | Equity | 2.79% |
| GOI | Sovereign | GOI Sec | 2.60% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.59% |
| NTPC Ltd. | Energy | Equity | 2.46% |
| Bharti Airtel Ltd. | Communication | Equity | 2.44% |
| Infosys Ltd. | Technology | Equity | 2.23% |
| Tata Consultancy Services Ltd. | Technology | Equity | 1.75% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 1.70% |
| ITC Ltd. | Consumer Staples | Equity | 1.66% |
| Shriram Finance Ltd | Financial | Equity | 1.54% |
| Glenmark Pharmaceuticals Ltd. | Healthcare | Equity | 1.49% |
| Ambuja Cements Ltd. | Construction | Equity | 1.46% |
| Eternal Ltd. | Services | Equity | 1.36% |
| TVS Motor Company Ltd. | Automobile | Equity | 1.20% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 1.18% |
| Muthoot Finance Ltd. | Financial | NCD | 1.05% |
| ICICI Securities Ltd. | Financial | Debenture | 1.04% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 0.92% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 0.89% |
| Delhivery Ltd. | Services | Equity | 0.87% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.84% |
| Tata Steel Ltd. | Metals & Mining | Equity | 0.83% |
| Indusind Bank Ltd. | Financial | Equity | 0.82% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 0.81% |
| Interglobe Aviation Ltd. | Services | Equity | 0.81% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.80% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.80% |
| Indus Towers Ltd. | Communication | Equity | 0.79% |
| Gujarat State Petronet Ltd. | Energy | Equity | 0.79% |
| Hindalco Industries Ltd. | Metals & Mining | CP | 0.78% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 0.77% |
| Bajaj Finance Ltd. | Financial | Equity | 0.77% |
| Greenply Industries Ltd. | Consumer Staples | Equity | 0.76% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.75% |
| Vedanta Ltd. | Metals & Mining | Equity | 0.74% |
| Bajaj Finance Ltd. | Financial | CP | 0.74% |
| Mphasis Ltd. | Technology | Equity | 0.71% |
| GOI | Sovereign | GOI Sec | 0.69% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 0.69% |
| Laurus Labs Ltd. | Healthcare | Equity | 0.66% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.65% |
| Godrej Consumer Products Ltd. | Consumer Staples | Equity | 0.60% |
| Brigade Enterprises Ltd. | Construction | Equity | 0.60% |
| Coal India Ltd. | Energy | Equity | 0.58% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 0.57% |
| Oil And Natural Gas Corporation Ltd. | Energy | Equity | 0.56% |
| Onesource Specialty Pharma Ltd. | Healthcare | Equity | 0.56% |
| Go Digit General Insurance Ltd. | Insurance | Equity | 0.55% |
| Mindspace Business Parks REIT | Construction | Debenture | 0.55% |
| Power Finance Corporation Ltd. | Financial | Equity | 0.54% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 0.53% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.53% |
| Piramal Finance Pvt. Ltd. | Financial | Bonds/NCD | 0.52% |
| Northern ARC Capital Ltd. | Financial | Debenture | 0.52% |
| Jio Credit Ltd. | Financial | Bonds/NCD | 0.52% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 0.52% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.52% |
| Meesho Ltd. | Services | Equity | 0.51% |
| Vishal Mega Mart Ltd. | Services | Equity | 0.50% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 0.50% |
| Craftsman Automation Ltd. | Automobile | Equity | 0.50% |
| Schaeffler India Ltd. | Capital Goods | Equity | 0.50% |
| GOI | Sovereign | GOI Sec | 0.49% |
| Zensar Technologies Ltd. | Technology | Equity | 0.49% |
| Sagility Ltd. | Services | Equity | 0.48% |
| Ultratech Cement Ltd. | Construction | Equity | 0.48% |
| Avenue Supermarts Ltd. | Services | Equity | 0.46% |
| TD Power Systems Ltd. | Capital Goods | Equity | 0.45% |
| Atul Ltd. | Chemicals | Equity | 0.45% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.43% |
| Krishna Institute of Medical Sciences Ltd | Healthcare | Equity | 0.42% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 0.41% |
| Deepak Nitrite Ltd. | Chemicals | Equity | 0.40% |
| GOI | Sovereign | GOI Sec | 0.39% |
| JSW Energy Ltd. | Capital Goods | Equity | 0.38% |
| ABB India Ltd. | Capital Goods | Equity | 0.37% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 0.37% |
| Swiggy Ltd. | Services | Equity | 0.36% |
| L&T Finance Ltd. | Financial | Equity | 0.35% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.34% |
| Prince Pipes and Fittings Ltd. | Chemicals | Equity | 0.32% |
| Grasim Industries Ltd. | Construction | Equity | 0.31% |
| Century Plyboards (India) Ltd. | Consumer Staples | Equity | 0.31% |
| GOI | Sovereign | GOI Sec | 0.30% |
| Crompton Greaves Consumer Electricals Ltd. | Consumer Discretionary | Equity | 0.28% |
| Meghalaya State | Others | SDL | 0.27% |
| LIC Housing Finance Ltd. | Financial | Debenture | 0.27% |
| Kotak Mahindra Prime Ltd. | Financial | NCD | 0.26% |
| Export-Import Bank Of India | Financial | Bonds | 0.26% |
| Jio Credit Ltd. | Financial | Debenture | 0.26% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.26% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | CP | 0.26% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 0.26% |
| Power Grid Corporation Of India Ltd. | Energy | Bonds | 0.26% |
| REC Ltd. | Financial | Debenture | 0.25% |
| Gateway Distriparks Ltd. | Services | Equity | 0.25% |
| GOI | Sovereign | CGL | 0.25% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 0.25% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds/NCD | 0.25% |
| REC Ltd. | Financial | Debenture | 0.25% |
| Housing & Urban Development Corporation Ltd. | Financial | Debenture | 0.25% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 0.24% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.24% |
| Indian Railway Finance Corporation Ltd. | Financial | NCD | 0.23% |
| Tata Capital Ltd. | Financial | Equity | 0.22% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 0.21% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.21% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.21% |
| HDB Financial Services Ltd. | Financial | Equity | 0.17% |
| International Gemmological Institute (India) Ltd. | Consumer Discretionary | Equity | 0.16% |
| GOI | Sovereign | GOI Sec | 0.16% |
| Export-Import Bank Of India | Financial | Bonds | 0.15% |
| 360 ONE Wealth Ltd. | Financial | Debenture | 0.13% |
| Karnataka State | Others | SDL | 0.13% |
| Telangana State | Financial | SDL | 0.11% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.11% |
| Mindspace Business Parks REIT | Construction | Debenture | 0.10% |
| GOI | Sovereign | GOI Sec | 0.10% |
| Eicher Motors Ltd. | Automobile | Equity | 0.09% |
| REC Ltd. | Financial | Debenture | 0.08% |
| Export-Import Bank Of India | Financial | Bonds | 0.06% |
| HDB Financial Services Ltd. | Financial | NCD | 0.06% |
| GOI | Sovereign | GOI Sec | 0.06% |
| LIC Housing Finance Ltd. | Financial | Bonds/Deb | 0.05% |
| National Housing Bank | Financial | NCD | 0.05% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.05% |
| Karnataka State | Others | SDL | 0.04% |
| REC Ltd. | Financial | Debenture | 0.04% |
| HDFC Bank Ltd. | Financial | Debenture | 0.03% |
| REC Ltd. | Financial | Bonds | 0.03% |
| GOI | Sovereign | GOI Sec | 0.02% |
| Andhra Pradesh State | Financial | SDL | 0.01% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.01% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 0.01% |
| GOI | Sovereign | GOI Sec | 0.01% |
| Tata Motors Passenger Vehicles Ltd. | Automobile | Equity | 0.01% |
| Kwality Walls India Ltd. | Consumer Staples | Equity | 0.01% |
| Tata Motors Ltd. | Automobile | Equity | 0.00% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +15.5% | +14.1% | +15.0% | +13.9% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 18 | 17 | 4 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Equity & Debt Fund Direct Growth | +13.59% | +19.87% | 49,640.80 | |
JM Aggressive Hybrid Fund Direct Growth | +2.26% | +19.86% | 785.33 | |
Edelweiss Aggressive Hybrid Fund Direct Growth | +8.59% | +18.36% | 3,480.41 | |
Nippon India Aggressive Hybrid Fund Direct Growth | +8.79% | +15.94% | 4,102.00 | |
Franklin India Aggressive Hybrid Fund Direct Growth | +6.01% | +15.34% | 2,379.64 | |
| Compare | ||||