| 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 | 11.59% |
| Religare Enterprises Ltd. | Financial | Equity | 9.60% |
| Shriram Finance Ltd | Financial | Futures | 3.16% |
| State Bank of India | Financial | Futures | 2.92% |
| Eicher Motors Ltd. | Automobile | Equity | 2.68% |
| Canara Bank | Financial | Futures | 2.18% |
| Jindal Steel Ltd. | Metals & Mining | Futures | 1.88% |
| Hindalco Industries Ltd. | Metals & Mining | Futures | 1.86% |
| Adani Power Ltd. | Energy | Equity | 1.85% |
| Ashok Leyland Ltd. | Automobile | Futures | 1.53% |
| Bajaj Finance Ltd. | Financial | Equity | 1.53% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 1.53% |
| TVS Motor Company Ltd. | Automobile | Equity | 1.52% |
| Punjab National Bank | Financial | Futures | 1.51% |
| JSW Steel Ltd. | Metals & Mining | Equity | 1.49% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Futures | 1.43% |
| Bharat Electronics Ltd. | Capital Goods | Futures | 1.32% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 1.27% |
| Vedanta Ltd. | Metals & Mining | Equity | 1.26% |
| Max Financial Services Ltd. | Financial | Equity | 1.23% |
| Indian Oil Corporation Ltd. | Energy | Equity | 1.19% |
| Aditya Birla Capital Ltd. | Financial | Equity | 1.18% |
| AU Small Finance Bank Ltd. | Financial | Equity | 1.16% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 1.11% |
| Bank Of Baroda | Financial | Equity | 1.10% |
| Axis Bank Ltd. | Financial | Equity | 1.10% |
| Tata Steel Ltd. | Metals & Mining | Equity | 1.08% |
| Indian Bank | Financial | Futures | 1.08% |
| TVS Motor Company Ltd. | Automobile | Futures | 1.05% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 1.04% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 0.96% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 0.95% |
| Larsen & Toubro Ltd. | Construction | Equity | 0.90% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.89% |
| Solar Industries India Ltd. | Chemicals | Futures | 0.89% |
| L&T Finance Ltd. | Financial | Equity | 0.87% |
| FSN E-Commerce Ventures Ltd. | Services | Futures | 0.87% |
| Nippon Life India Asset Management Ltd. | Financial | Equity | 0.86% |
| Canara Bank | Financial | Equity | 0.85% |
| Hero Motocorp Ltd. | Automobile | Futures | 0.78% |
| State Bank of India | Financial | Equity | 0.73% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 0.71% |
| BSE Ltd. | Services | Equity | 0.71% |
| One97 Communications Ltd. | Services | Equity | 0.70% |
| Force Motors Ltd. | Automobile | Equity | 0.69% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Equity | 0.67% |
| Muthoot Finance Ltd. | Financial | Equity | 0.67% |
| Hindustan Copper Ltd. | Metals & Mining | Equity | 0.66% |
| SBI Life Insurance Company Ltd. | Insurance | Futures | 0.66% |
| MRF Ltd. | Automobile | Equity | 0.63% |
| JSW Steel Ltd. | Metals & Mining | Futures | 0.62% |
| Shriram Finance Ltd | Financial | Equity | 0.61% |
| L&T Finance Ltd. | Financial | Futures | 0.58% |
| Hitachi Energy India Ltd. | Capital Goods | Equity | 0.58% |
| UNO Minda Ltd. | Automobile | Equity | 0.57% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 0.55% |
| Endurance Technologies Ltd. | Automobile | Equity | 0.55% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 0.54% |
| JK Tyre & Industries Ltd. | Automobile | Equity | 0.53% |
| Karur Vysya Bank Ltd. | Financial | Equity | 0.52% |
| Jindal Steel Ltd. | Metals & Mining | Equity | 0.52% |
| Polycab India Ltd. | Capital Goods | Futures | 0.49% |
| Bharti Hexacom Ltd. | Communication | Equity | 0.47% |
| Coromandel International Ltd. | Chemicals | Equity | 0.46% |
| City Union Bank Ltd. | Financial | Equity | 0.45% |
| Netweb Technologies India Ltd. | Technology | Equity | 0.45% |
| Punjab National Bank | Financial | Equity | 0.44% |
| RBL Bank Ltd. | Financial | Equity | 0.44% |
| Laurus Labs Ltd. | Healthcare | Equity | 0.43% |
| Chennai Petroleum Corporation Ltd. | Energy | Equity | 0.42% |
| Glenmark Pharmaceuticals Ltd. | Healthcare | Equity | 0.42% |
| Muthoot Finance Ltd. | Financial | Futures | 0.42% |
| Gujarat Mineral Development Corporation Ltd. | Energy | Equity | 0.41% |
| Craftsman Automation Ltd. | Automobile | Equity | 0.41% |
| Ashok Leyland Ltd. | Automobile | Equity | 0.40% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 0.40% |
| Anand Rathi Wealth Ltd. | Financial | Equity | 0.39% |
| Motilal Oswal Financial Services Ltd. | Financial | Equity | 0.38% |
| Tata Consumer Products Ltd. | Consumer Staples | Futures | 0.37% |
| HDFC Asset Management Company Ltd. | Financial | Futures | 0.37% |
| Indian Bank | Financial | Equity | 0.36% |
| JK Cement Ltd. | Construction | Equity | 0.35% |
| Hitachi Energy India Ltd. | Capital Goods | Futures | 0.35% |
| Cochin Shipyard Ltd. | Capital Goods | Equity | 0.34% |
| Manappuram Finance Ltd. | Financial | Equity | 0.33% |
| Godfrey Phillips India Ltd. | Consumer Staples | Equity | 0.32% |
| Solar Industries India Ltd. | Chemicals | Equity | 0.32% |
| Asahi India Glass Ltd. | Construction | Equity | 0.30% |
| Bharat Dynamics Ltd. | Capital Goods | Equity | 0.29% |
| HDFC Asset Management Company Ltd. | Financial | Equity | 0.28% |
| FSN E-Commerce Ventures Ltd. | Services | Equity | 0.27% |
| Dalmia Bharat Ltd. | Construction | Futures | 0.26% |
| HBL Engineering Ltd. | Capital Goods | Equity | 0.25% |
| Polycab India Ltd. | Capital Goods | Equity | 0.25% |
| Glenmark Pharmaceuticals Ltd. | Healthcare | Futures | 0.22% |
| Radico Khaitan Ltd. | Consumer Staples | Equity | 0.20% |
| eClerx Services Ltd. | Services | Equity | 0.19% |
| Hero Motocorp Ltd. | Automobile | Equity | 0.16% |
| Dalmia Bharat Ltd. | Construction | Equity | 0.16% |
| Aditya Birla Capital Ltd. | Financial | Futures | 0.15% |
| Eicher Motors Ltd. | Automobile | Futures | 0.11% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.03% |
| UNO Minda Ltd. | Automobile | Futures | 0.03% |
| Name | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | -4.3% | -5.2% | -1.2% | +2.0% |
| Category average (Hybrid Dynamic Asset Allocation) | -- | -- | +4.6% | -- |
| Rank (Hybrid Dynamic Asset Allocation) | 8 | 32 | 36 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
HDFC Balanced Advantage Fund Direct Growth | +6.19% | +16.41% | 1,07,589.67 | |
SBI Balanced Advantage Fund Direct Growth | +8.62% | +13.69% | 40,952.47 | |
DSP Dynamic Asset Allocation Fund Direct Growth | +7.93% | +13.20% | 3,731.96 | |
Nippon India Balanced Advantage Fund Direct Growth | +7.66% | +12.75% | 9,687.94 | |
ICICI Prudential Balanced Advantage Direct Growth | +9.13% | +12.66% | 71,150.75 | |
| Compare | ||||