| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,147 | +0.98% | |
| 6 months | ₹30,000 | ₹30,362 | +1.21% | |
| 1 year | ₹60,000 | ₹61,078 | +1.80% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 10.95% |
| Religare Enterprises Ltd. | Financial | Equity | 10.21% |
| Eicher Motors Ltd. | Automobile | Equity | 3.11% |
| BSE Ltd. | Services | Equity | 2.93% |
| TVS Motor Company Ltd. | Automobile | Equity | 2.40% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 2.09% |
| Max Financial Services Ltd. | Financial | Equity | 2.06% |
| JSW Steel Ltd. | Metals & Mining | Equity | 2.02% |
| Bajaj Finance Ltd. | Financial | Equity | 1.96% |
| Bharti Airtel Ltd. | Communication | Equity | 1.94% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 1.80% |
| Shriram Finance Ltd | Financial | Equity | 1.77% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 1.77% |
| AU Small Finance Bank Ltd. | Financial | Equity | 1.75% |
| Aditya Birla Capital Ltd. | Financial | Equity | 1.74% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 1.70% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 1.61% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 1.57% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 1.36% |
| Bharat Dynamics Ltd. | Capital Goods | Equity | 1.35% |
| One97 Communications Ltd. | Services | Equity | 1.29% |
| Hindustan Copper Ltd. | Metals & Mining | Equity | 1.28% |
| Asian Paints Ltd. | Chemicals | Equity | 1.27% |
| HDFC Bank Ltd. | Financial | Equity | 1.27% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 1.21% |
| State Bank of India | Financial | Futures | 1.15% |
| Muthoot Finance Ltd. | Financial | Equity | 1.06% |
| L&T Finance Ltd. | Financial | Equity | 1.06% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Equity | 1.00% |
| City Union Bank Ltd. | Financial | Equity | 1.00% |
| Force Motors Ltd. | Automobile | Equity | 0.91% |
| Karur Vysya Bank Ltd. | Financial | Equity | 0.91% |
| JK Tyre & Industries Ltd. | Automobile | Equity | 0.89% |
| Solar Industries India Ltd. | Chemicals | Equity | 0.85% |
| RBL Bank Ltd. | Financial | Equity | 0.85% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 0.79% |
| Laurus Labs Ltd. | Healthcare | Equity | 0.76% |
| Canara Bank | Financial | Equity | 0.75% |
| Netweb Technologies India Ltd. | Technology | Equity | 0.75% |
| Gujarat Mineral Development Corporation Ltd. | Energy | Equity | 0.74% |
| Craftsman Automation Ltd. | Automobile | Equity | 0.74% |
| UNO Minda Ltd. | Automobile | Equity | 0.72% |
| Adani Power Ltd. | Energy | Equity | 0.72% |
| Canara Bank | Financial | Futures | 0.69% |
| Asahi India Glass Ltd. | Construction | Equity | 0.67% |
| Anand Rathi Wealth Ltd. | Financial | Equity | 0.67% |
| Hyundai Motor India Ltd. | Automobile | Equity | 0.66% |
| eClerx Services Ltd. | Services | Equity | 0.64% |
| Chennai Petroleum Corporation Ltd. | Energy | Equity | 0.63% |
| Manappuram Finance Ltd. | Financial | Equity | 0.62% |
| Hitachi Energy India Ltd. | Capital Goods | Equity | 0.62% |
| Eternal Ltd. | Services | Equity | 0.62% |
| HBL Engineering Ltd. | Capital Goods | Equity | 0.61% |
| State Bank of India | Financial | Equity | 0.61% |
| Bosch Ltd. | Automobile | Equity | 0.60% |
| Glenmark Pharmaceuticals Ltd. | Healthcare | Equity | 0.48% |
| Radico Khaitan Ltd. | Consumer Staples | Equity | 0.48% |
| Punjab National Bank | Financial | Equity | 0.47% |
| Jindal Steel Ltd. | Metals & Mining | Equity | 0.45% |
| Ashok Leyland Ltd. | Automobile | Futures | 0.38% |
| Ashok Leyland Ltd. | Automobile | Equity | 0.36% |
| Indian Bank | Financial | Equity | 0.36% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 0.36% |
| Punjab National Bank | Financial | Futures | 0.34% |
| Jindal Steel Ltd. | Metals & Mining | Futures | 0.33% |
| Indian Bank | Financial | Futures | 0.27% |
| Nippon Life India Asset Management Ltd. | Financial | Equity | 0.26% |
| Hero Motocorp Ltd. | Automobile | Futures | 0.25% |
| HDFC Asset Management Company Ltd. | Financial | Equity | 0.24% |
| FSN E-Commerce Ventures Ltd. | Services | Equity | 0.23% |
| Hero Motocorp Ltd. | Automobile | Equity | 0.23% |
| MRF Ltd. | Automobile | Equity | 0.22% |
| Coromandel International Ltd. | Chemicals | Equity | 0.21% |
| JK Cement Ltd. | Construction | Equity | 0.21% |
| Dalmia Bharat Ltd. | Construction | Equity | 0.21% |
| Endurance Technologies Ltd. | Automobile | Equity | 0.20% |
| Polycab India Ltd. | Capital Goods | Equity | 0.19% |
| FSN E-Commerce Ventures Ltd. | Services | Futures | 0.19% |
| Godfrey Phillips India Ltd. | Consumer Staples | Equity | 0.16% |
| Bharti Hexacom Ltd. | Communication | Equity | 0.15% |
| Shriram Finance Ltd | Financial | Futures | 0.14% |
| Cochin Shipyard Ltd. | Capital Goods | Equity | 0.13% |
| Motilal Oswal Financial Services Ltd. | Financial | Equity | 0.12% |
| Hindalco Industries Ltd. | Metals & Mining | Futures | 0.06% |
| Dalmia Bharat Ltd. | Construction | Futures | 0.06% |
| Polycab India Ltd. | Capital Goods | Futures | 0.04% |
| HDFC Asset Management Company Ltd. | Financial | Futures | 0.03% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.03% |
| Bosch Ltd. | Automobile | Futures | -0.08% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Futures | -0.17% |
| Solar Industries India Ltd. | Chemicals | Futures | -0.17% |
| Eternal Ltd. | Services | Futures | -0.20% |
| Glenmark Pharmaceuticals Ltd. | Healthcare | Futures | -0.26% |
| L&T Finance Ltd. | Financial | Futures | -0.30% |
| Hitachi Energy India Ltd. | Capital Goods | Futures | -0.40% |
| Muthoot Finance Ltd. | Financial | Futures | -0.41% |
| UNO Minda Ltd. | Automobile | Futures | -0.47% |
| Bharat Electronics Ltd. | Capital Goods | Futures | -0.52% |
| Asian Paints Ltd. | Chemicals | Futures | -0.63% |
| Maruti Suzuki India Ltd. | Automobile | Futures | -0.72% |
| HDFC Bank Ltd. | Financial | Futures | -0.84% |
| TVS Motor Company Ltd. | Automobile | Futures | -0.89% |
| One97 Communications Ltd. | Services | Futures | -0.89% |
| SBI Life Insurance Company Ltd. | Insurance | Futures | -0.90% |
| Tata Consumer Products Ltd. | Consumer Staples | Futures | -0.91% |
| JSW Steel Ltd. | Metals & Mining | Futures | -1.02% |
| Fortis Healthcare Ltd. | Healthcare | Futures | -1.02% |
| Mahindra & Mahindra Ltd Warrant | Automobile | Futures | -1.12% |
| Aditya Birla Capital Ltd. | Financial | Futures | -1.13% |
| Bharat Dynamics Ltd. | Capital Goods | Futures | -1.15% |
| AU Small Finance Bank Ltd. | Financial | Futures | -1.22% |
| Bajaj Finance Ltd. | Financial | Futures | -1.29% |
| Bharti Airtel Ltd. | Communication | Futures | -1.29% |
| Max Financial Services Ltd. | Financial | Futures | -1.64% |
| Eicher Motors Ltd. | Automobile | Futures | -1.71% |
| BSE Ltd. | Services | Futures | -2.61% |
| Name | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | -1.5% | -0.9% | +2.2% | +6.5% |
| Category average (Hybrid Dynamic Asset Allocation) | -- | -- | +4.6% | -- |
| Rank (Hybrid Dynamic Asset Allocation) | 33 | 34 | 35 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
HDFC Balanced Advantage Fund Direct Growth | +11.56% | +18.62% | 1,06,820.61 | |
SBI Balanced Advantage Fund Direct Growth | +12.24% | +15.08% | 40,202.72 | |
Nippon India Balanced Advantage Fund Direct Growth | +11.43% | +14.23% | 9,597.81 | |
ICICI Prudential Balanced Advantage Direct Growth | +13.64% | +14.19% | 70,343.40 | |
DSP Dynamic Asset Allocation Fund Direct Growth | +11.20% | +13.66% | 3,701.59 | |
| Compare | ||||