| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,478 | +2.46% | |
| 3 years | ₹1,80,000 | ₹1,94,800 | +8.22% | |
| 5 years | ₹3,00,000 | ₹3,47,088 | +15.70% | |
| 10 years | ₹6,00,000 | ₹8,43,107 | +40.52% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Net Receivables | Unspecified | Net Receivables | 48.65% |
| GOVERNMENT OF INDIA 34208 GOI 08AP34 7.1 FV RS 100 | Entities | GOI Securities | 8.54% |
| HDFC Bank Ltd | Financial | Equity | 7.69% |
| Tata Steel Ltd | Materials | Equity | 7.62% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 6.63% |
| Bajaj Finance Ltd | Financial | Equity | 6.22% |
| Titan Company Ltd | Consumer Discretionary | Equity | 5.79% |
| Adani Ports and Special Economic Zone Ltd | Industrials | Equity | 5.67% |
| Brookfield India Real Estate Trust REIT | Real Estate | Real Estate Investment Trusts | 5.09% |
| India Grid Trust EQ | Industrials | Infrastructure Investment Trust | 4.97% |
| NMDC Ltd | Materials | Equity | 4.61% |
| Export-Import Bank Of India 8.87 30/10/2029 | Financial | Bonds | 3.51% |
| Bharat Highways InvIT | Industrials | Infrastructure Investment Trust | 3.45% |
| GOI Sec 7.18 14/08/2033 | Entities | GOI Securities | 3.44% |
| Ambuja Cements Ltd | Materials | Equity | 2.87% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 2.83% |
| Axis Bank Ltd | Financial | Equity | 2.31% |
| ICICI Bank Ltd | Financial | Equity | 1.90% |
| Others CBLO | Unspecified | CBLO | 1.30% |
| Bharti Airtel Ltd | Technology | Equity | 1.08% |
| State Bank of India | Financial | Equity | 0.87% |
| Larsen & Toubro Ltd | Industrials | Equity | 0.82% |
| Infosys Ltd | Technology | Equity | 0.74% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 0.63% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 0.54% |
| Tata Consultancy Services Ltd | Technology | Equity | 0.51% |
| Max Healthcare Institute Ltd | Healthcare | Equity | 0.45% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 0.43% |
| Zomato Ltd | Technology | Equity | 0.39% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 0.38% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 0.38% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 0.36% |
| Nestle India Ltd | Consumer Staples | Equity | 0.32% |
| NTPC Ltd | Energy & Utilities | Equity | 0.31% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 0.28% |
| Tech Mahindra Ltd | Technology | Equity | 0.27% |
| Bharat Electronics Ltd | Industrials | Equity | 0.26% |
| Ultratech Cement Ltd | Materials | Equity | 0.26% |
| Eicher Motors Ltd | Consumer Discretionary | Equity | 0.25% |
| Power Grid Corporation of India Ltd | Energy & Utilities | Equity | 0.24% |
| Asian Paints Ltd | Materials | Equity | 0.23% |
| JSW Steel Ltd | Materials | Equity | 0.23% |
| ITC Ltd | Consumer Staples | Equity | 0.23% |
| Hindalco Industries Ltd | Materials | Equity | 0.23% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 0.21% |
| SRF Ltd | Materials | Equity | 0.20% |
| Varun Beverages Ltd | Consumer Staples | Equity | 0.19% |
| United Spirits Ltd | Consumer Staples | Equity | 0.19% |
| Divi's Laboratories Ltd | Healthcare | Equity | 0.18% |
| Persistent Systems Ltd | Technology | Equity | 0.17% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.16% |
| Samvardhana Motherson International Ltd | Consumer Discretionary | Equity | 0.16% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 0.16% |
| ICICI Lombard General Insurance Company Ltd | Financial | Equity | 0.14% |
| Tata Consumer Products Ltd | Consumer Staples | Equity | 0.14% |
| HDFC Life Insurance Co Ltd | Financial | Equity | 0.14% |
| Muthoot Finance Ltd | Financial | Equity | 0.14% |
| Interglobe Aviation Ltd | Industrials | Equity | 0.13% |
| SBI Life Insurance Company Ltd | Financial | Equity | 0.13% |
| Britannia Industries Ltd | Consumer Staples | Equity | 0.10% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.10% |
| Cummins India Ltd | Industrials | Equity | 0.10% |
| Solar Industries India Ltd | Materials | Equity | 0.06% |
| Cipla Ltd | Healthcare | Equity | 0.06% |
| TVS Motor Company Ltd - Pref. Shares | Consumer Discretionary | Preference Shares | 0.01% |
| Hindustan Unilever Ltd Futures | Consumer Staples | Futures | -0.63% |
| Axis Bank Ltd Futures | Financial | Futures | -1.81% |
| Kotak Mahindra Bank Ltd Futures | Financial | Futures | -2.23% |
| Ambuja Cements Ltd Futures | Materials | Futures | -2.88% |
| NMDC Ltd Futures | Materials | Futures | -4.63% |
| Reliance Industries Ltd Futures | Energy & Utilities | Futures | -4.94% |
| Titan Company Ltd Futures | Consumer Discretionary | Futures | -5.44% |
| Bajaj Finance Ltd Futures | Financial | Futures | -5.46% |
| HDFC Bank Ltd Futures | Financial | Futures | -5.57% |
| Adani Ports and Special Economic Zone Ltd Futures | Industrials | Futures | -5.69% |
| Tata Steel Ltd Futures | Materials | Futures | -7.37% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +6.2% | +6.0% | +6.7% | +7.5% |
| Category average (Hybrid Equity Savings) | +9.9% | +9.1% | +8.4% | -- |
| Rank (Hybrid Equity Savings) | 21 | 21 | 11 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
| +9.19% | +12.87% | 1,326.06 | ||
| +8.10% | +10.75% | 1,529.64 | ||
| +5.45% | +9.72% | 10,409.45 | ||
| +3.97% | +8.22% | 5,557.91 | ||
| +2.64% | +6.55% | 16,179.00 | ||
| Compare | ||||