| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹62,862 | +4.77% | |
| 3 years | ₹1,80,000 | ₹2,28,322 | +26.85% | |
| 5 years | ₹3,00,000 | ₹4,56,269 | +52.09% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 5.46% |
| ICICI Bank Ltd. | Financial | Equity | 3.52% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.47% |
| Axis Bank Ltd. | Financial | Equity | 3.18% |
| Bharti Airtel Ltd. | Communication | Equity | 3.11% |
| Reliance Industries Ltd. | Energy | Equity | 2.79% |
| Infosys Ltd. | Technology | Equity | 2.74% |
| State Bank of India | Financial | Equity | 2.70% |
| NTPC Ltd. | Energy | Equity | 2.48% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.00% |
| Jindal Steel Ltd. | Metals & Mining | Equity | 1.55% |
| Bajaj Finance Ltd. | Financial | Equity | 1.52% |
| TVS Motor Company Ltd. | Automobile | Equity | 1.52% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 1.49% |
| GOI | Sovereign | GOI Sec | 1.49% |
| National Highways Infra Trust | Construction | InvITs | 1.41% |
| Cube Highways Trust | Services | InvITs | 1.32% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.30% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.27% |
| GOI | Sovereign | GOI Sec | 1.27% |
| Lupin Ltd. | Healthcare | Equity | 1.26% |
| Tata Steel Ltd. | Metals & Mining | Equity | 1.23% |
| Brookfield India Real Estate Trust REIT | Construction | REITs | 1.13% |
| HCL Technologies Ltd. | Technology | Equity | 1.12% |
| Eternal Ltd. | Services | Equity | 1.09% |
| L&T Finance Ltd. | Financial | Equity | 1.08% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 1.06% |
| UTI Asset Management Company Ltd. | Financial | Equity | 1.06% |
| Mindspace Business Parks REIT | Construction | REITs | 1.05% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 0.97% |
| Interglobe Aviation Ltd. | Services | Equity | 0.97% |
| Tata Motors Ltd. | Automobile | Equity | 0.97% |
| Swiggy Ltd. | Services | Equity | 0.92% |
| JTPM Metal Traders Ltd. | Metals & Mining | Debenture | 0.90% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.88% |
| Adani Power Ltd. | Energy | Debenture | 0.87% |
| L&T Metro Rail (Hyderabad) Ltd. | Construction | NCD | 0.87% |
| NA | NA | NCD | 0.86% |
| Siemens Energy India Ltd. | Energy | Equity | 0.84% |
| Torrent Power Ltd. | Energy | NCD | 0.78% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 0.76% |
| United Spirits Ltd. | Consumer Staples | Equity | 0.73% |
| GOI | Sovereign | GOI Sec | 0.72% |
| IndiGrid Infrastructure Trust | Capital Goods | InvITs | 0.70% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 0.69% |
| Voltas Ltd. | Consumer Discretionary | Equity | 0.69% |
| Coal India Ltd. | Energy | Equity | 0.68% |
| PB Fintech Ltd. | Services | Equity | 0.68% |
| Tech Mahindra Ltd. | Technology | Equity | 0.65% |
| Gujarat State | Construction | SDL | 0.64% |
| Equitas Small Finance Bank Ltd. | Financial | Equity | 0.64% |
| Andhra Pradesh State Beverages Corporation Ltd. | Consumer Staples | Bonds | 0.63% |
| Vedanta Ltd - Pref. Shares 7.50 | Metals & Mining | Debenture | 0.63% |
| Aditya Birla Real Estate Ltd. | Consumer Staples | Debenture | 0.62% |
| The Federal Bank Ltd. | Financial | NCD | 0.62% |
| Vastu Finserve India Private Ltd. | Financial | NCD | 0.62% |
| Shinhan Bank | Financial | CD | 0.60% |
| Reliance General Insurance Co. Ltd. | Insurance | Debenture | 0.60% |
| Rainbow Children's Medicare Ltd. | Healthcare | Equity | 0.60% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 0.59% |
| Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) | Communication | PPE | 0.56% |
| Kaynes Technology India Ltd. | Capital Goods | Equity | 0.56% |
| Mancherial Repallewada Road Pvt Ltd. | Construction | NCD | 0.55% |
| Angel One Ltd. | Financial | Equity | 0.55% |
| Nexus Select Trust | Construction | REITs | 0.54% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.52% |
| Mphasis Ltd. | Technology | Equity | 0.51% |
| Kei Industries Ltd. | Capital Goods | Equity | 0.50% |
| SBI Cards And Payment Services Ltd. | Financial | Equity | 0.50% |
| Indostar Capital Finance Ltd. | Financial | NCD | 0.50% |
| Incred Financial Services Ltd. | Financial | NCD | 0.50% |
| National Highways Infra Trust | Construction | Debenture | 0.47% |
| Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 0.47% |
| Bharat Heavy Electricals Ltd. | Capital Goods | Equity | 0.46% |
| Vishal Mega Mart Ltd. | Services | Equity | 0.46% |
| Knowledge Realty Trust | Construction | REITs | 0.44% |
| Cholamandalam Financial Holdings Ltd. | Financial | Equity | 0.41% |
| Info Edge (India) Ltd. | Services | Equity | 0.41% |
| Coforge Ltd. | Technology | Equity | 0.40% |
| GOI | Sovereign | GOI Sec | 0.39% |
| Aptus Finance India Pvt. Ltd. | Financial | NCD | 0.39% |
| Muthoot Finance Ltd. | Financial | Debenture | 0.38% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 0.38% |
| Avenue Supermarts Ltd. | Services | Equity | 0.37% |
| CESC Ltd. | Energy | Equity | 0.37% |
| Radico Khaitan Ltd. | Consumer Staples | Equity | 0.35% |
| Siemens Ltd. | Capital Goods | Equity | 0.34% |
| Delhivery Ltd. | Services | Equity | 0.34% |
| Medplus Health Services Ltd. | Healthcare | Equity | 0.33% |
| Unicommerce ESolutions Ltd. | Technology | Equity | 0.33% |
| ITC Ltd. | Consumer Staples | Equity | 0.32% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | NCD | 0.31% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 0.31% |
| KFin Technologies Ltd. | Financial | Equity | 0.31% |
| NTPC Green Energy Ltd. | Energy | Equity | 0.31% |
| Whirlpool Of India Ltd. | Consumer Discretionary | Equity | 0.30% |
| Trent Ltd. | Services | Equity | 0.28% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 0.27% |
| Gujarat State | Construction | SDL | 0.26% |
| Power Finance Corporation Ltd. | Financial | Bonds/Deb | 0.25% |
| Vedanta Ltd. | Metals & Mining | Debenture | 0.25% |
| Kotak Mahindra Investments Ltd. | Financial | NCD | 0.25% |
| Crompton Greaves Consumer Electricals Ltd. | Consumer Discretionary | Equity | 0.25% |
| Tube Investments Of India Ltd. | Automobile | Equity | 0.22% |
| Electronics Mart India Ltd. | Services | Equity | 0.22% |
| JSW Cement Ltd. | Construction | Equity | 0.19% |
| ACME Solar Holdings Ltd. | Energy | Equity | 0.19% |
| Latent View Analytics Ltd. | Technology | Equity | 0.18% |
| National Highways Infra Trust | Construction | Debenture | 0.17% |
| JK Cement Ltd. | Construction | Equity | 0.16% |
| Telangana State Industrial Infrastructure Corporation Ltd. | Others | Debenture | 0.15% |
| Power Finance Corporation Ltd. | Financial | Equity | 0.15% |
| Indostar Capital Finance Ltd. | Financial | Debenture | 0.13% |
| AU Small Finance Bank Ltd. | Financial | NCD | 0.13% |
| Telangana State Industrial Infrastructure Corporation Ltd. | Others | Debenture | 0.13% |
| Summit Digitel Infrastructure Pvt. Ltd. | Communication | Debenture | 0.12% |
| Stanley Lifestyles Ltd. | Consumer Discretionary | Equity | 0.11% |
| Westlife Foodworld Ltd. | Services | Equity | 0.11% |
| L&T Technology Services Ltd. | Technology | Equity | 0.09% |
| Tamilnadu State | Others | SDL | 0.05% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.02% |
| Kwality Wall's (India) Ltd. | Consumer Staples | Equity | 0.02% |
| GOI | Sovereign | GOI Sec | 0.00% |
| GOI | Sovereign | GOI Sec | 0.00% |
| GOI | Sovereign | GOI Sec | 0.00% |
| GOI | Sovereign | GOI Sec | 0.00% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +16.4% | +14.7% | +12.3% | +12.5% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 14 | 13 | 20 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Equity & Debt Fund Direct Growth | +15.21% | +19.78% | 49,256.66 | |
JM Aggressive Hybrid Fund Direct Growth | +6.50% | +19.13% | 753.46 | |
Edelweiss Aggressive Hybrid Fund Direct Growth | +12.47% | +18.43% | 3,453.04 | |
Nippon India Aggressive Hybrid Fund Direct Growth | +13.21% | +16.44% | 4,024.55 | |
Franklin India Aggressive Hybrid Fund Direct Growth | +9.29% | +15.86% | 2,340.81 | |
| Compare | ||||