| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹62,720 | +4.53% | |
| 3 years | ₹1,80,000 | ₹2,04,846 | +13.80% | |
| 5 years | ₹3,00,000 | ₹3,94,997 | +31.67% | |
| 10 years | ₹6,00,000 | ₹13,98,445 | +133.07% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Adani Power Ltd. | Energy | Equity | 8.74% |
| HDFC Bank Ltd. | Financial | Equity | 8.37% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 7.36% |
| Adani Green Energy Ltd. | Capital Goods | Equity | 7.01% |
| Small Industries Devp. Bank of India Ltd. | Financial | CD | 5.29% |
| Reserve Bank of India | Financial | T-Bills | 5.26% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 5.05% |
| Adani Enterprises Ltd. | Services | Equity | 4.63% |
| Reliance Industries Ltd. | Energy | Equity | 4.31% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 4.03% |
| HDFC Asset Management Company Ltd. | Financial | Equity | 3.76% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 2.95% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 2.87% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 2.71% |
| Maharashtra State | Others | SDL | 2.69% |
| Capri Global Capital Ltd. | Financial | CP | 2.68% |
| Reserve Bank of India | Financial | T-Bills | 2.58% |
| Capital Infra Trust | Construction | InvITs | 1.91% |
| GOI | Sovereign | GOI Sec | 1.90% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 1.81% |
| Bharti Airtel Ltd. | Communication | Equity | 1.47% |
| Shriram Finance Ltd | Financial | Equity | 1.34% |
| GOI | Sovereign | GOI Sec | 1.23% |
| GOI | Sovereign | GOI Sec | 1.12% |
| Raajmarg Infra Investment Trust | Construction | InvITs | 1.10% |
| GOI | Sovereign | GOI Sec | 0.99% |
| Bajaj Finance Ltd. | Financial | Equity | 0.95% |
| GOI | Sovereign | GOI Sec | 0.91% |
| Larsen & Toubro Ltd. | Construction | Equity | 0.76% |
| GOI | Sovereign | GOI Sec | 0.56% |
| Quant Gilt Fund Direct - Growth | -- | Mutual Fund | 0.34% |
| GOI | Sovereign | GOI Sec | 0.22% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +14.9% | +15.0% | +15.7% | +16.3% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 15 | 5 | 2 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Equity & Debt Fund Growth | +5.23% | +18.52% | 46,700.42 | |
JM Aggressive Hybrid Fund Growth | -1.98% | +17.13% | 651.98 | |
Edelweiss Aggressive Hybrid Fund Growth | +3.50% | +15.96% | 3,308.91 | |
UTI Aggressive Hybrid Fund Plan Growth | +1.85% | +15.18% | 6,115.27 | |
HDFC Balanced Fund Growth | +6.97% | +10.83% | 20,080.76 | |
| Compare | ||||