| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹63,380 | +5.63% | |
| 3 years | ₹1,80,000 | ₹2,06,526 | +14.74% | |
| 5 years | ₹3,00,000 | ₹3,98,245 | +32.75% | |
| 10 years | ₹6,00,000 | ₹14,12,294 | +135.38% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 8.91% |
| Adani Green Energy Ltd. | Capital Goods | Equity | 8.80% |
| Reliance Industries Ltd. | Energy | Equity | 7.72% |
| Adani Power Ltd. | Energy | Equity | 7.56% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 7.01% |
| Tech Mahindra Ltd. | Technology | Equity | 6.10% |
| Adani Enterprises Ltd. | Services | Equity | 5.66% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 4.77% |
| Small Industries Devp. Bank of India Ltd. | Financial | CD | 4.76% |
| Reserve Bank of India | Financial | T-Bills | 4.73% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 4.48% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 4.15% |
| Capri Global Capital Ltd. | Financial | CP | 2.42% |
| Maharashtra State | Others | SDL | 2.40% |
| Reserve Bank of India | Financial | T-Bills | 2.32% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 2.16% |
| Steel Authority Of India Ltd. | Metals & Mining | Equity | 2.07% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 2.01% |
| GOI | Sovereign | GOI Sec | 1.70% |
| GOI | Sovereign | GOI Sec | 1.12% |
| GOI | Sovereign | GOI Sec | 1.00% |
| Tech Mahindra Ltd. | Technology | Futures | 0.93% |
| GOI | Sovereign | GOI Sec | 0.88% |
| GOI | Sovereign | GOI Sec | 0.82% |
| GOI | Sovereign | GOI Sec | 0.50% |
| Raajmarg Infra Investment Trust | Construction | InvITs | 0.49% |
| Quant Gilt Fund Direct - Growth | -- | Mutual Fund | 0.30% |
| GOI | Sovereign | GOI Sec | 0.20% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +14.4% | +13.8% | +15.7% | +16.3% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 6 | 7 | 2 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Equity & Debt Fund Growth | +2.38% | +16.59% | 50,367.73 | |
JM Aggressive Hybrid Fund Growth | -2.80% | +15.95% | 701.44 | |
SBI Equity Hybrid Fund Growth | +3.29% | +13.45% | 83,353.48 | |
UTI Aggressive Hybrid Fund Plan Growth | -1.02% | +13.35% | 6,524.13 | |
HDFC Balanced Fund Growth | +6.97% | +10.83% | 20,080.76 | |
| Compare | ||||