| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹59,190 | -1.35% | |
| 3 years | ₹1,80,000 | ₹1,95,218 | +8.45% | |
| 5 years | ₹3,00,000 | ₹3,67,871 | +22.62% | |
| 10 years | ₹6,00,000 | ₹10,10,716 | +68.45% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| PGIM Jennison Global Equity Opportunities Fund USD I Accumulation | Financial | Foreign MF | 11.16% |
| ICICI Bank Ltd. | Financial | Equity | 5.80% |
| HDFC Bank Ltd. | Financial | Equity | 5.52% |
| GOI | Sovereign | GOI Sec | 4.47% |
| Reliance Industries Ltd. | Energy | Equity | 3.91% |
| Union Bank of India | Financial | CD | 3.90% |
| Bharti Airtel Ltd. | Communication | Equity | 3.75% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.00% |
| GOI | Sovereign | GOI Sec | 2.46% |
| State Bank of India | Financial | Equity | 2.07% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 1.99% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 1.94% |
| Bajaj Finance Ltd. | Financial | Equity | 1.93% |
| GOI | Sovereign | GOI Sec | 1.89% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 1.71% |
| GOI | Sovereign | GOI Sec | 1.68% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 1.65% |
| Ultratech Cement Ltd. | Construction | Equity | 1.36% |
| Infosys Ltd. | Technology | Equity | 1.36% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 1.31% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 1.29% |
| UNO Minda Ltd. | Automobile | Equity | 1.23% |
| Reserve Bank of India | Financial | T-Bills | 1.22% |
| Sai Life Sciences Ltd. | Healthcare | Equity | 1.21% |
| GOI | Sovereign | GOI Sec | 1.20% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 1.20% |
| Clean Max Enviro Energy Solutions Ltd. | Energy | Equity | 1.12% |
| Tata Steel Ltd. | Metals & Mining | Equity | 1.11% |
| JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 1.11% |
| Vishal Mega Mart Ltd. | Services | Equity | 1.10% |
| SRF Ltd. | Chemicals | Equity | 1.08% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 1.06% |
| DOMS Industries Ltd. | Consumer Staples | Equity | 1.02% |
| Eternal Ltd. | Services | Equity | 1.01% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 1.00% |
| GOI | Sovereign | CGL | 0.99% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 0.99% |
| Indian Railway Finance Corporation Ltd. | Financial | NCD | 0.98% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.97% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.95% |
| Solar Industries India Ltd. | Chemicals | Equity | 0.92% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 0.88% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 0.86% |
| Ajanta Pharma Ltd. | Healthcare | Equity | 0.81% |
| Home First Finance Company India Ltd. | Financial | Equity | 0.81% |
| TVS Motor Company Ltd. | Automobile | Equity | 0.76% |
| Sagility Ltd. | Services | Equity | 0.76% |
| ITC Ltd. | Consumer Staples | Equity | 0.72% |
| PB Fintech Ltd. | Services | Equity | 0.66% |
| Prestige Estates Projects Ltd. | Construction | Equity | 0.63% |
| Tata Consultancy Services Ltd. | Technology | Equity | 0.62% |
| Nestle India Ltd. | Consumer Staples | Equity | 0.58% |
| Tech Mahindra Ltd. | Technology | Equity | 0.54% |
| LTM Limited | Technology | Equity | 0.53% |
| United Spirits Ltd. | Consumer Staples | Equity | 0.50% |
| Reserve Bank of India | Financial | T-Bills | 0.49% |
| GOI | Sovereign | GOI Sec | 0.49% |
| Muthoot Finance Ltd. | Financial | Equity | 0.45% |
| GOI | Sovereign | GOI Sec | 0.41% |
| GOI | Sovereign | GOI Sec | 0.27% |
| KFin Technologies Ltd. | Financial | Equity | 0.07% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +10.5% | +9.4% | +10.3% | +11.1% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 38 | 41 | 26 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
JM Aggressive Hybrid Fund Direct Growth | -1.84% | +17.68% | 701.44 | |
ICICI Prudential Equity & Debt Fund Direct Growth | +2.37% | +17.34% | 50,367.73 | |
Edelweiss Aggressive Hybrid Fund Direct Growth | +2.08% | +16.45% | 3,627.22 | |
Nippon India Aggressive Hybrid Fund Direct Growth | +0.61% | +13.67% | 3,958.21 | |
Franklin India Aggressive Hybrid Fund Direct Growth | -2.87% | +13.15% | 2,305.63 | |
| Compare | ||||