| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹59,185 | -1.36% | |
| 3 years | ₹1,80,000 | ₹1,93,054 | +7.25% | |
| 5 years | ₹3,00,000 | ₹3,56,450 | +18.82% | |
| 10 years | ₹6,00,000 | ₹9,32,795 | +55.47% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| PGIM Jennison Global Equity Opportunities Fund USD I Accumulation | Financial | Foreign MF | 10.21% |
| ICICI Bank Ltd. | Financial | Equity | 5.95% |
| HDFC Bank Ltd. | Financial | Equity | 5.62% |
| GOI | Sovereign | GOI Sec | 4.79% |
| Union Bank of India | Financial | CD | 4.16% |
| Reliance Industries Ltd. | Energy | Equity | 3.94% |
| Bharti Airtel Ltd. | Communication | Equity | 3.81% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.81% |
| GOI | Sovereign | GOI Sec | 2.64% |
| GOI | Sovereign | GOI Sec | 2.58% |
| GOI | Sovereign | GOI Sec | 2.03% |
| State Bank of India | Financial | Equity | 2.03% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 2.00% |
| GOI | Sovereign | GOI Sec | 1.79% |
| Bajaj Finance Ltd. | Financial | Equity | 1.77% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 1.71% |
| Persistent Systems Ltd. | Technology | Equity | 1.60% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 1.60% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 1.54% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 1.37% |
| Ultratech Cement Ltd. | Construction | Equity | 1.36% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 1.35% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 1.23% |
| UNO Minda Ltd. | Automobile | Equity | 1.22% |
| JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 1.21% |
| Sai Life Sciences Ltd. | Healthcare | Equity | 1.18% |
| Eternal Ltd. | Services | Equity | 1.13% |
| Vishal Mega Mart Ltd. | Services | Equity | 1.13% |
| SRF Ltd. | Chemicals | Equity | 1.12% |
| DOMS Industries Ltd. | Consumer Staples | Equity | 1.10% |
| Tata Steel Ltd. | Metals & Mining | Equity | 1.08% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 1.08% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 1.06% |
| Indian Railway Finance Corporation Ltd. | Financial | NCD | 1.05% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.95% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 0.91% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 0.86% |
| Ajanta Pharma Ltd. | Healthcare | Equity | 0.86% |
| Clean Max Enviro Energy Solutions Ltd. | Energy | Equity | 0.81% |
| TVS Motor Company Ltd. | Automobile | Equity | 0.79% |
| Sagility Ltd. | Services | Equity | 0.78% |
| Solar Industries India Ltd. | Chemicals | Equity | 0.77% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 0.76% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 0.73% |
| ITC Ltd. | Consumer Staples | Equity | 0.71% |
| Home First Finance Company India Ltd. | Financial | Equity | 0.68% |
| Tata Consultancy Services Ltd. | Technology | Equity | 0.64% |
| PB Fintech Ltd. | Services | Equity | 0.61% |
| Prestige Estates Projects Ltd. | Construction | Equity | 0.54% |
| GOI | Sovereign | GOI Sec | 0.53% |
| LTM Limited | Technology | Equity | 0.53% |
| Nestle India Ltd. | Consumer Staples | Equity | 0.50% |
| United Spirits Ltd. | Consumer Staples | Equity | 0.50% |
| Infosys Ltd. | Technology | Equity | 0.47% |
| Muthoot Finance Ltd. | Financial | Equity | 0.45% |
| GOI | Sovereign | GOI Sec | 0.44% |
| GOI | Sovereign | GOI Sec | 0.29% |
| GOI | Sovereign | GOI Sec | 0.25% |
| KFin Technologies Ltd. | Financial | Equity | 0.08% |
| GOI | Sovereign | GOI Sec | 0.00% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +10.1% | +8.2% | +8.7% | +12.1% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 40 | 42 | 26 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Equity & Debt Fund Growth | +5.08% | +17.75% | 46,700.42 | |
JM Aggressive Hybrid Fund Growth | -1.15% | +16.52% | 651.98 | |
Edelweiss Aggressive Hybrid Fund Growth | +4.95% | +15.58% | 3,308.91 | |
UTI Aggressive Hybrid Fund Plan Growth | +2.03% | +14.21% | 6,115.27 | |
HDFC Balanced Fund Growth | +6.97% | +10.83% | 20,080.76 | |
| Compare | ||||