| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹31,303 | +4.34% | |
| 1 year | ₹60,000 | ₹63,715 | +6.19% | |
| 3 years | ₹1,80,000 | ₹2,25,926 | +25.51% | |
| 5 years | ₹3,00,000 | ₹4,73,132 | +57.71% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Alphabet Inc Class A | Services | Forgn. Eq | 7.79% |
| State Bank of India | Financial | Equity | 6.29% |
| Thangamayil Jewellery Ltd. | Consumer Discretionary | Equity | 4.80% |
| Hatsun Agro Product Ltd. | Consumer Staples | Equity | 4.36% |
| Adani Power Ltd. | Energy | Equity | 4.10% |
| Muthoot Finance Ltd. | Financial | Equity | 3.92% |
| Aether Industries Ltd. | Chemicals | Equity | 3.64% |
| Aequs Ltd. | Technology | Equity | 3.38% |
| Privi Speciality Chemicals Ltd. | Chemicals | Equity | 3.36% |
| Ather Energy Ltd. | Automobile | Equity | 3.33% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 3.28% |
| ReNew Energy Global plc Class A (RNW) | Energy | Forgn. Eq | 3.09% |
| Powerica Ltd. | Capital Goods | Equity | 2.51% |
| Amagi Media Labs Ltd. | Technology | Equity | 2.34% |
| Sanathan Textiles Ltd. | Textiles | Equity | 2.10% |
| Asahi India Glass Ltd. | Construction | Equity | 2.10% |
| Honeywell Automation India Ltd. | Capital Goods | Equity | 2.03% |
| K.P.R. Mill Ltd. | Textiles | Equity | 1.99% |
| Le Travenues Technology Ltd. | Services | Equity | 1.92% |
| Ajax Engineering Ltd. | Capital Goods | Equity | 1.91% |
| Dodla Dairy Ltd | Consumer Staples | Equity | 1.62% |
| Kalpataru Ltd. | Others | Equity | 1.60% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 1.57% |
| E.I.D. - Parry (India) Ltd. | Consumer Staples | Equity | 1.24% |
| Gokaldas Exports Ltd. | Textiles | Equity | 1.04% |
| Relaxo Footwears Ltd. | Consumer Staples | Equity | 0.88% |
| Wonderla Holidays Ltd. | Services | Equity | 0.86% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 0.73% |
| Brigade Hotel Ventures Ltd. | Services | Equity | 0.66% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 0.65% |
| Pakka Ltd. | Consumer Staples | Equity | 0.52% |
| Hawkins Cookers Ltd. | Consumer Discretionary | Equity | 0.43% |
| Nephrocare Health Services Ltd. | Healthcare | Equity | 0.34% |
| Bajaj Finserv Ltd. | Financial | Equity | 0.28% |
| Reserve Bank of India | Financial | T-Bills | 0.16% |
| Elin Electronics Ltd. | Capital Goods | Equity | 0.04% |
| Capillary Technologies India Ltd. | Technology | Equity | 0.01% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +13.9% | +22.9% | +24.8% | +31.0% |
| Category average (Hybrid Aggressive Hybrid) | +4.7% | +14.3% | +13.9% | -- |
| Rank (Hybrid Aggressive Hybrid) | 1 | 1 | 1 | -- |
| 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 | ||||