| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹62,902 | +4.84% | |
| 3 years | ₹1,80,000 | ₹2,25,187 | +25.10% | |
| 5 years | ₹3,00,000 | ₹4,74,189 | +58.06% | |
| 10 years | ₹6,00,000 | ₹16,22,335 | +170.39% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 9.23% |
| Adani Power Ltd. | Energy | Equity | 7.40% |
| Bajaj Auto Ltd. | Automobile | Equity | 7.17% |
| Adani Green Energy Ltd. | Capital Goods | Equity | 6.48% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 6.26% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 5.56% |
| Small Industries Devp. Bank of India Ltd. | Financial | CD | 4.79% |
| Reserve Bank of India | Financial | T-Bills | 4.77% |
| Adani Enterprises Ltd. | Services | Equity | 4.75% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 4.65% |
| HDFC Asset Management Company Ltd. | Financial | Equity | 3.14% |
| Tata Steel Ltd. | Metals & Mining | Equity | 3.09% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 2.98% |
| Maharashtra State | Others | SDL | 2.49% |
| Reserve Bank of India | Financial | T-Bills | 2.33% |
| GOI | Sovereign | GOI Sec | 2.21% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 1.93% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 1.85% |
| Capital Infra Trust | Construction | InvITs | 1.78% |
| GOI | Sovereign | GOI Sec | 1.77% |
| Shriram Finance Ltd | Financial | Equity | 1.51% |
| GOI | Sovereign | GOI Sec | 1.18% |
| GOI | Sovereign | GOI Sec | 1.04% |
| GOI | Sovereign | GOI Sec | 0.92% |
| Larsen & Toubro Ltd. | Construction | Equity | 0.84% |
| GOI | Sovereign | GOI Sec | 0.83% |
| GOI | Sovereign | GOI Sec | 0.52% |
| Adani Enterprises Ltd. - (Partly Paid-up) | Services | PPE | 0.33% |
| Quant Gilt Fund Direct - Growth | -- | Mutual Fund | 0.31% |
| Nifty Bank | Financial | ID | -12.02% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +14.4% | +16.6% | +16.5% | +16.1% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 23 | 4 | 2 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Equity & Debt Fund Direct Growth | +9.82% | +18.84% | 50,205.35 | |
Edelweiss Aggressive Hybrid Fund Direct Growth | +7.38% | +17.45% | 3,545.93 | |
DSP Aggressive Hybrid Fund Direct Growth | +4.04% | +16.12% | 11,928.12 | |
Nippon India Aggressive Hybrid Fund Direct Growth | +8.16% | +15.46% | 4,063.06 | |
Franklin India Aggressive Hybrid Fund Direct Growth | +4.77% | +14.55% | 2,349.87 | |
| Compare | ||||