| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,210 | +1.40% | |
| 6 months | ₹30,000 | ₹30,084 | +0.28% | |
| 1 year | ₹60,000 | ₹59,692 | -0.51% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 12.75% |
| Religare Enterprises Ltd. | Financial | Equity | 8.69% |
| Adani Power Ltd. | Energy | Equity | 2.18% |
| Tata Steel Ltd. | Metals & Mining | Equity | 2.02% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 1.87% |
| Shriram Finance Ltd | Financial | Equity | 1.72% |
| Jindal Steel Ltd. | Metals & Mining | Equity | 1.72% |
| Canara Bank | Financial | Equity | 1.67% |
| TVS Motor Company Ltd. | Automobile | Equity | 1.52% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 1.52% |
| Cummins India Ltd. | Capital Goods | Equity | 1.49% |
| Hindustan Zinc Ltd. | Metals & Mining | Equity | 1.42% |
| Eicher Motors Ltd. | Automobile | Equity | 1.37% |
| Titan Company Ltd. | Consumer Discretionary | Futures | 1.32% |
| Hitachi Energy India Ltd. | Capital Goods | Equity | 1.32% |
| JSW Steel Ltd. | Metals & Mining | Equity | 1.31% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 1.26% |
| State Bank of India | Financial | Futures | 1.24% |
| Cummins India Ltd. | Capital Goods | Futures | 1.23% |
| ABB India Ltd. | Capital Goods | Equity | 1.19% |
| Vedanta Ltd. | Metals & Mining | Equity | 1.16% |
| Axis Bank Ltd. | Financial | Equity | 1.12% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Futures | 1.06% |
| ABB India Ltd. | Capital Goods | Futures | 1.05% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 1.05% |
| Bank Of Baroda | Financial | Equity | 1.02% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 1.01% |
| Adani Energy Solutions Ltd. | Energy | Futures | 1.01% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 1.00% |
| Apar Industries Ltd. | Consumer Staples | Equity | 0.99% |
| Oil And Natural Gas Corporation Ltd. | Energy | Equity | 0.97% |
| Union Bank of India | Financial | Equity | 0.96% |
| AU Small Finance Bank Ltd. | Financial | Equity | 0.95% |
| State Bank of India | Financial | Equity | 0.92% |
| Union Bank of India | Financial | Futures | 0.89% |
| BSE Ltd. | Services | Equity | 0.86% |
| Oil And Natural Gas Corporation Ltd. | Energy | Futures | 0.85% |
| Coal India Ltd. | Energy | Futures | 0.85% |
| Glenmark Pharmaceuticals Ltd. | Healthcare | Equity | 0.84% |
| Steel Authority Of India Ltd. | Metals & Mining | Equity | 0.82% |
| Adani Energy Solutions Ltd. | Energy | Equity | 0.81% |
| Aditya Birla Capital Ltd. | Financial | Equity | 0.79% |
| Ashok Leyland Ltd. | Automobile | Equity | 0.78% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Equity | 0.78% |
| National Aluminium Company Ltd. | Metals & Mining | Equity | 0.77% |
| Indian Bank | Financial | Equity | 0.77% |
| Bank of Maharashtra | Financial | Equity | 0.77% |
| Multi Commodity Exchange Of India Ltd. | Services | Futures | 0.75% |
| Hindalco Industries Ltd. | Metals & Mining | Futures | 0.73% |
| L&T Finance Ltd. | Financial | Equity | 0.73% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 0.73% |
| Bharat Electronics Ltd. | Capital Goods | Futures | 0.71% |
| Samvardhana Motherson International Ltd. | Automobile | Futures | 0.68% |
| National Aluminium Company Ltd. | Metals & Mining | Futures | 0.68% |
| Coal India Ltd. | Energy | Equity | 0.68% |
| Nippon Life India Asset Management Ltd. | Financial | Equity | 0.66% |
| Polycab India Ltd. | Capital Goods | Equity | 0.63% |
| Bharat Forge Ltd. | Automobile | Equity | 0.62% |
| Max Financial Services Ltd. | Financial | Equity | 0.57% |
| FSN E-Commerce Ventures Ltd. | Services | Equity | 0.57% |
| Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 0.54% |
| The Federal Bank Ltd. | Financial | Equity | 0.53% |
| Vedanta Power Ltd. | Capital Goods | Equity | 0.52% |
| Malco Energy Ltd. | Metals & Mining | Equity | 0.52% |
| Laurus Labs Ltd. | Healthcare | Equity | 0.52% |
| Vedanta Aluminium Metal Ltd. | Metals & Mining | Equity | 0.52% |
| Vedanta Iron And Steel Ltd. | Metals & Mining | Equity | 0.52% |
| The Federal Bank Ltd. | Financial | Futures | 0.51% |
| Laurus Labs Ltd. | Healthcare | Futures | 0.47% |
| Acutaas Chemicals Ltd. | Healthcare | Equity | 0.45% |
| Hero Motocorp Ltd. | Automobile | Equity | 0.44% |
| Bharat Forge Ltd. | Automobile | Futures | 0.43% |
| The Great Eastern Shipping Company Ltd. | Energy | Equity | 0.42% |
| Anand Rathi Wealth Ltd. | Financial | Equity | 0.42% |
| Hindustan Copper Ltd. | Metals & Mining | Equity | 0.40% |
| Anupam Rasayan India Ltd. | Chemicals | Equity | 0.40% |
| Shriram Finance Ltd | Financial | Futures | 0.39% |
| Lupin Ltd. | Healthcare | Equity | 0.36% |
| Axis Bank Ltd. | Financial | Futures | 0.36% |
| Aurobindo Pharma Ltd. | Healthcare | Futures | 0.35% |
| CCL Products (India) Ltd. | Consumer Staples | Equity | 0.34% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 0.34% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 0.33% |
| APL Apollo Tubes Ltd. | Metals & Mining | Equity | 0.33% |
| Chennai Petroleum Corporation Ltd. | Energy | Equity | 0.32% |
| Karur Vysya Bank Ltd. | Financial | Equity | 0.32% |
| Netweb Technologies India Ltd. | Technology | Equity | 0.32% |
| Bank of India | Financial | Equity | 0.31% |
| Gujarat Mineral Development Corporation Ltd. | Energy | Equity | 0.31% |
| Emcure Pharmaceuticals Ltd. | Healthcare | Equity | 0.31% |
| Lupin Ltd. | Healthcare | Futures | 0.30% |
| APL Apollo Tubes Ltd. | Metals & Mining | Futures | 0.30% |
| Oil India Ltd. | Energy | Equity | 0.30% |
| Force Motors Ltd. | Automobile | Equity | 0.29% |
| JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 0.29% |
| Indus Towers Ltd. | Communication | Equity | 0.29% |
| Oil India Ltd. | Energy | Futures | 0.28% |
| Indus Towers Ltd. | Communication | Futures | 0.28% |
| Craftsman Automation Ltd. | Automobile | Equity | 0.28% |
| Astral Ltd. | Chemicals | Equity | 0.27% |
| RBL Bank Ltd. | Financial | Equity | 0.27% |
| City Union Bank Ltd. | Financial | Equity | 0.26% |
| Marico Ltd. | Consumer Staples | Futures | 0.23% |
| Astral Ltd. | Chemicals | Futures | 0.23% |
| Bank of India | Financial | Futures | 0.22% |
| Mangalore Refinery And Petrochemicals Ltd. | Energy | Equity | 0.21% |
| Aster DM Healthcare Ltd. | Healthcare | Equity | 0.20% |
| Marico Ltd. | Consumer Staples | Equity | 0.11% |
| Jindal Steel Ltd. | Metals & Mining | Futures | 0.08% |
| TVS Motor Company Ltd. | Automobile | Futures | 0.06% |
| Bank Of Baroda | Financial | Futures | 0.04% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.03% |
| Name | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | +0.3% | -1.3% | +4.9% | +6.5% |
| Category average (Hybrid Dynamic Asset Allocation) | -- | -- | +4.6% | -- |
| Rank (Hybrid Dynamic Asset Allocation) | 9 | 20 | 19 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
HDFC Balanced Advantage Fund Direct Growth | +0.61% | +15.48% | 1,05,377.65 | |
Aditya Birla Sun Life Balanced Advantage Fund Direct Growth | +4.83% | +12.96% | 9,182.39 | |
Nippon India Balanced Advantage Fund Direct Growth | +3.30% | +12.40% | 9,620.30 | |
ICICI Prudential Balanced Advantage Direct Growth | +4.88% | +12.29% | 70,551.44 | |
DSP Dynamic Asset Allocation Fund Direct Growth | +4.71% | +12.18% | 3,661.26 | |
| Compare | ||||