| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹55,265 | -7.89% | |
| 3 years | ₹1,80,000 | ₹1,81,319 | +0.73% | |
| 5 years | ₹3,00,000 | ₹3,35,301 | +11.77% | |
| 10 years | ₹6,00,000 | ₹8,78,425 | +46.40% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| PGIM Jennison Global Equity Opportunities Fund USD I Accumulation | Financial | Foreign MF | 9.68% |
| GOI | Sovereign | GOI Sec | 6.95% |
| HDFC Bank Ltd. | Financial | Equity | 6.26% |
| ICICI Bank Ltd. | Financial | Equity | 6.24% |
| GOI | Sovereign | GOI Sec | 4.51% |
| Reliance Industries Ltd. | Energy | Equity | 3.75% |
| Bharti Airtel Ltd. | Communication | Equity | 3.68% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.52% |
| GOI | Sovereign | GOI Sec | 2.43% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 2.36% |
| State Bank of India | Financial | Equity | 2.29% |
| Bajaj Finance Ltd. | Financial | Equity | 2.02% |
| GOI | Sovereign | GOI Sec | 1.91% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 1.72% |
| GOI | Sovereign | GOI Sec | 1.68% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 1.58% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 1.54% |
| Ultratech Cement Ltd. | Construction | Equity | 1.47% |
| Persistent Systems Ltd. | Technology | Equity | 1.43% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 1.42% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 1.37% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 1.30% |
| UNO Minda Ltd. | Automobile | Equity | 1.29% |
| Vishal Mega Mart Ltd. | Services | Equity | 1.16% |
| Eternal Ltd. | Services | Equity | 1.11% |
| Sai Life Sciences Ltd. | Healthcare | Equity | 1.11% |
| JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 1.10% |
| Tata Steel Ltd. | Metals & Mining | Equity | 1.10% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 1.10% |
| SRF Ltd. | Chemicals | Equity | 1.08% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 1.07% |
| DOMS Industries Ltd. | Consumer Staples | Equity | 1.02% |
| Clean Max Enviro Energy Solutions Ltd. | Energy | Equity | 1.01% |
| Indian Railway Finance Corporation Ltd. | Financial | NCD | 0.98% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.97% |
| GOI | Sovereign | GOI Sec | 0.95% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 0.93% |
| Ajanta Pharma Ltd. | Healthcare | Equity | 0.84% |
| TVS Motor Company Ltd. | Automobile | Equity | 0.83% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 0.81% |
| Solar Industries India Ltd. | Chemicals | Equity | 0.79% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 0.77% |
| Home First Finance Company India Ltd. | Financial | Equity | 0.75% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 0.74% |
| ITC Ltd. | Consumer Staples | Equity | 0.71% |
| Sagility Ltd. | Services | Equity | 0.71% |
| Tata Consultancy Services Ltd. | Technology | Equity | 0.66% |
| Prestige Estates Projects Ltd. | Construction | Equity | 0.62% |
| PB Fintech Ltd. | Services | Equity | 0.58% |
| LTIMindtree Ltd. | Technology | Equity | 0.54% |
| United Spirits Ltd. | Consumer Staples | Equity | 0.52% |
| Nestle India Ltd. | Consumer Staples | Equity | 0.51% |
| GOI | Sovereign | GOI Sec | 0.50% |
| Muthoot Finance Ltd. | Financial | Equity | 0.44% |
| Infosys Ltd. | Technology | Equity | 0.44% |
| GOI | Sovereign | GOI Sec | 0.41% |
| GOI | Sovereign | GOI Sec | 0.27% |
| GOI | Sovereign | GOI Sec | 0.24% |
| KFin Technologies Ltd. | Financial | Equity | 0.08% |
| GOI | Sovereign | GOI Sec | 0.00% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +8.1% | +7.2% | +8.2% | +11.8% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 41 | 40 | 26 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Equity & Debt Fund Growth | +3.99% | +16.74% | 50,205.35 | |
JM Aggressive Hybrid Fund Growth | -4.84% | +14.70% | 735.49 | |
Edelweiss Aggressive Hybrid Fund Growth | +1.12% | +14.04% | 3,545.93 | |
UTI Aggressive Hybrid Fund Plan Growth | +0.25% | +14.03% | 6,663.35 | |
HDFC Balanced Fund Growth | +6.97% | +10.83% | 20,080.76 | |
| Compare | ||||