| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹66,083 | +10.14% | |
| 3 years | ₹1,80,000 | ₹2,40,818 | +33.79% | |
| 5 years | ₹3,00,000 | ₹5,04,916 | +68.31% | |
| 10 years | ₹6,00,000 | ₹19,53,750 | +225.63% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Nippon India ETF Gold BeES | -- | Mutual Fund | 10.22% |
| ICICI Bank Ltd. | Financial | Equity | 8.52% |
| Adani Green Energy Ltd. | Capital Goods | Equity | 7.43% |
| HDFC Bank Ltd. | Financial | Equity | 6.72% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 6.26% |
| Reliance Industries Ltd. | Energy | Equity | 5.32% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 5.05% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 4.79% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 4.73% |
| Premier Energies Ltd. | Energy | Equity | 4.63% |
| Larsen & Toubro Ltd. | Construction | Equity | 1.97% |
| National Bank For Agriculture & Rural Development | Financial | CD | 1.81% |
| PB Fintech Ltd. | Services | Equity | 1.74% |
| Black Box Ltd. | Technology | Equity | 1.72% |
| Tata Steel Ltd. | Metals & Mining | Equity | 1.54% |
| Export-Import Bank Of India | Financial | CD | 1.38% |
| Tata Motors Passenger Vehicles Ltd. | Automobile | Equity | 1.26% |
| Bharti Airtel Ltd. | Communication | Equity | 1.26% |
| GOI | Sovereign | GOI Sec | 1.20% |
| Ventive Hospitality Ltd. | Services | Equity | 0.93% |
| Reserve Bank of India | Financial | T-Bills | 0.92% |
| DLF Ltd. | Construction | Equity | 0.90% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 0.69% |
| GOI | Sovereign | GOI Sec | 0.65% |
| Godrej Properties Ltd. | Construction | Equity | 0.64% |
| GOI | Sovereign | GOI Sec | 0.63% |
| Bajaj Finserv Ltd. | Financial | Equity | 0.61% |
| Biocon Ltd. | Healthcare | Equity | 0.58% |
| Knowledge Realty Trust | Construction | REITs | 0.57% |
| Anand Rathi Share and Stock Brokers Ltd. | Financial | Equity | 0.55% |
| Capri Global Capital Ltd. | Financial | CP | 0.47% |
| Gujarat State | Construction | SDL | 0.46% |
| Maharashtra State | Others | SDL | 0.46% |
| GOI | Sovereign | GOI Sec | 0.43% |
| GOI | Sovereign | GOI Sec | 0.37% |
| ITC Ltd. | Consumer Staples | Equity | 0.37% |
| GOI | Sovereign | GOI Sec | 0.35% |
| GOI | Sovereign | GOI Sec | 0.30% |
| Muthoot Finance Ltd. | Financial | CP | 0.28% |
| GOI | Sovereign | GOI Sec | 0.24% |
| GOI | Sovereign | GOI Sec | 0.22% |
| GOI | Sovereign | GOI Sec | 0.19% |
| GOI | Sovereign | GOI Sec | 0.19% |
| Small Industries Devp. Bank of India Ltd. | Financial | CD | 0.18% |
| Reserve Bank of India | Financial | T-Bills | 0.04% |
| Quant Gilt Fund Direct - Growth | -- | Mutual Fund | 0.02% |
| ITC Ltd. | Consumer Staples | Futures | -0.37% |
| Biocon Ltd. | Healthcare | Futures | -0.58% |
| Bajaj Finserv Ltd. | Financial | Futures | -0.61% |
| Godrej Properties Ltd. | Construction | Futures | -0.64% |
| Varun Beverages Ltd. | Consumer Staples | Futures | -0.70% |
| DLF Ltd. | Construction | Futures | -0.90% |
| Bharti Airtel Ltd. | Communication | Futures | -1.27% |
| Tata Motors Passenger Vehicles Ltd. | Automobile | Futures | -1.27% |
| Tata Steel Ltd. | Metals & Mining | Futures | -1.54% |
| Larsen & Toubro Ltd. | Construction | Futures | -1.98% |
| HDFC Bank Ltd. | Financial | Futures | -6.76% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +25.1% | +21.7% | +19.1% | +16.1% |
| Category average (Hybrid Multi Asset Allocation) | +17.8% | +16.1% | +11.5% | -- |
| Rank (Hybrid Multi Asset Allocation) | 1 | 1 | -- | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
UTI Multi Asset Allocation Fund Direct IDCW | +8.43% | +18.58% | 6,864.59 | |
ICICI Prudential Multi Asset Fund Direct IDCW | +8.76% | +17.99% | 83,547.35 | |
HDFC Multi Asset Allocation Fund Direct IDCW | +7.02% | +14.17% | 5,887.05 | |
Quant Multi Asset Allocation Fund Direct IDCW | -- | -- | 5,257.41 | |
Nippon India Multi Asset Allocation Fund Direct IDCW | -- | -- | 14,737.58 | |
| Compare | ||||