| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹59,755 | -0.41% | |
| 3 years | ₹1,80,000 | ₹1,92,209 | +6.78% | |
| 5 years | ₹3,00,000 | ₹3,56,056 | +18.69% | |
| 10 years | ₹6,00,000 | ₹9,31,155 | +55.19% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| PGIM Jennison Global Equity Opportunities Fund | Unspecified | Foreign Mutual Funds | 11.23% |
| ICICI Bank Ltd | Financial | Equity | 5.83% |
| HDFC Bank Ltd | Financial | Equity | 5.38% |
| GOVERNMENT OF INDIA 31909 GOI 22AG32 7.26 FV RS 100 | Entities | GOI Securities | 4.52% |
| UNION BANK OF INDIA CD 03JUN26 | Financial | Certificate of Deposit | 3.96% |
| Bharti Airtel Ltd | Technology | Equity | 3.68% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 3.65% |
| Larsen & Toubro Ltd | Industrials | Equity | 3.08% |
| GOVERNMENT OF INDIA 34208 GOI 08AP34 7.1 FV RS 100 | Entities | GOI Securities | 2.49% |
| Varun Beverages Ltd | Consumer Staples | Equity | 2.07% |
| GOVERNMENT OF INDIA 32584 GOI 06FB33 7.26 FV RS 100 | Entities | GOI Securities | 1.91% |
| Bajaj Finance Ltd | Financial | Equity | 1.89% |
| State Bank of India | Financial | Equity | 1.88% |
| Titan Company Ltd | Consumer Discretionary | Equity | 1.82% |
| GOVERNMENT OF INDIA 36232 GOI 21JL30 6.01 FV RS 100 | Entities | GOI Securities | 1.69% |
| Power Grid Corporation of India Ltd | Energy & Utilities | Equity | 1.58% |
| Others CBLO | Unspecified | CBLO | 1.50% |
| Ultratech Cement Ltd | Materials | Equity | 1.36% |
| Infosys Ltd | Technology | Equity | 1.35% |
| Sai Life Sciences Ltd. | Healthcare | Equity | 1.32% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 1.30% |
| Max Healthcare Institute Ltd | Healthcare | Equity | 1.29% |
| UNO Minda Ltd | Consumer Discretionary | Equity | 1.23% |
| CENTRAL GOVERNMENT LOAN 31280 GOI 17JN32 6.54 FV RS 100 | Entities | GOI Securities | 1.22% |
| JB Chemicals & Pharmaceuticals Ltd | Healthcare | Equity | 1.20% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 1.19% |
| SRF Ltd | Materials | Equity | 1.18% |
| Net Receivables | Unspecified | Net Receivables | 1.14% |
| Solar Industries India Ltd | Materials | Equity | 1.10% |
| Tata Steel Ltd | Materials | Equity | 1.10% |
| Clean Max Enviro Energy Solutions Ltd. | Energy & Utilities | Equity | 1.10% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 1.09% |
| Zomato Ltd | Technology | Equity | 1.04% |
| Marico Ltd | Consumer Staples | Equity | 1.03% |
| CG Power & Industrial Solutions Ltd | Industrials | Equity | 1.00% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 1.00% |
| CENTRAL GOVERNMENT LOAN 12005 GOI 09JL26 8.33 FV RS 100 | Entities | Central Government Loan | 0.99% |
| INDIAN RAILWAY FINANCE CORPORATION LIMITED SR 181 7.37 BD 31JL29 FVRS1LAC | Financial | Non Convertible Debenture | 0.98% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 0.95% |
| Bharat Electronics Ltd | Industrials | Equity | 0.92% |
| Vishal Mega Mart Ltd. | Consumer Staples | Equity | 0.91% |
| Ajanta Pharma Ltd | Healthcare | Equity | 0.85% |
| GE T&D India Ltd | Industrials | Equity | 0.80% |
| Sagility India Ltd. | Industrials | Equity | 0.75% |
| Home First Finance Company India Ltd | Financial | Equity | 0.75% |
| GOVERNMENT OF INDIA 37184 091 DAYS TBILL 11JU26 FV RS 100 | Financial | Treasury Bills | 0.74% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 0.74% |
| PB Fintech Ltd | Financial | Equity | 0.68% |
| ITC Ltd | Consumer Staples | Equity | 0.66% |
| Hindalco Industries Ltd | Materials | Equity | 0.65% |
| Prestige Estates Projects Ltd | Real Estate | Equity | 0.62% |
| DOMS Industries Ltd. | Industrials | Equity | 0.61% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.60% |
| Tata Consultancy Services Ltd | Technology | Equity | 0.58% |
| ICICI Lombard General Insurance Company Ltd | Financial | Equity | 0.57% |
| Nestle India Ltd | Consumer Staples | Equity | 0.57% |
| Tech Mahindra Ltd | Technology | Equity | 0.55% |
| Interglobe Aviation Ltd | Industrials | Equity | 0.50% |
| GOI Sec 7.18 24/07/2037 | Entities | GOI Securities | 0.50% |
| United Spirits Ltd | Consumer Staples | Equity | 0.49% |
| GOVERNMENT OF INDIA 36907 182 DAYS TBILL 09JL26 FV RS 100 | Financial | Treasury Bills | 0.49% |
| Power Finance Corporation Ltd | Financial | Equity | 0.47% |
| Ashok Leyland Ltd | Industrials | Equity | 0.47% |
| Muthoot Finance Ltd | Financial | Equity | 0.45% |
| GOVERNMENT OF INDIA 35031 GOI 07OT34 6.79 FV RS 100 | Entities | GOI Securities | 0.41% |
| CENTRAL GOVERNMENT LOAN 20061 GOI 08JN28 7.17 FV RS 100 | Entities | GOI Securities | 0.28% |
| KFin Technologies Ltd | Financial | Equity | 0.07% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +8.3% | +7.0% | +8.7% | +12.1% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 39 | 42 | 26 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
| +6.84% | +18.73% | 1,554.32 | ||
| +3.05% | +15.90% | 50,032.71 | ||
| -4.68% | +13.89% | 691.85 | ||
| -0.43% | +12.73% | 6,473.37 | ||
| +6.97% | +10.83% | 20,080.76 | ||
| Compare | ||||