| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,816 | +3.03% | |
| 3 years | ₹1,80,000 | ₹2,02,280 | +12.38% | |
| 5 years | ₹3,00,000 | ₹3,81,096 | +27.03% | |
| 10 years | ₹6,00,000 | ₹10,19,881 | +69.98% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 10.31% |
| GOI | Sovereign | GOI Sec | 7.37% |
| Powerica Ltd. | Capital Goods | Equity | 4.52% |
| LIC Housing Finance Ltd. | Financial | NCD | 3.64% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 3.63% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 3.63% |
| JSW Kalinga Steel Ltd. | Metals & Mining | Debenture | 3.62% |
| Rajasthan State | Others | SDL | 3.61% |
| Karnataka State | Others | SDL | 3.60% |
| GOI | Sovereign | GOI Sec | 3.51% |
| Punjab National Bank | Financial | CD | 3.45% |
| Tamilnadu State | Others | SDL | 3.01% |
| GOI | Sovereign | GOI Sec | 2.65% |
| Thangamayil Jewellery Ltd. | Consumer Discretionary | Equity | 2.22% |
| Muthoot Finance Ltd. | Financial | Bonds | 2.21% |
| Avanse Financial Services Ltd. | Financial | Debenture | 2.19% |
| Muthoot Finance Ltd. | Financial | Equity | 1.75% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 1.43% |
| Hatsun Agro Product Ltd. | Consumer Staples | Equity | 1.41% |
| Hawkins Cookers Ltd. | Consumer Discretionary | Equity | 1.25% |
| Sanathan Textiles Ltd. | Textiles | Equity | 1.21% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 1.19% |
| E.I.D. - Parry (India) Ltd. | Consumer Staples | Equity | 1.17% |
| Aether Industries Ltd. | Chemicals | Equity | 1.11% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 1.11% |
| K.P.R. Mill Ltd. | Textiles | Equity | 0.96% |
| Pitti Engineering Ltd. | Capital Goods | Equity | 0.93% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 0.93% |
| DOMS Industries Ltd. | Consumer Staples | Equity | 0.92% |
| Garware Technical Fibres Ltd. | Textiles | Equity | 0.90% |
| EIH Ltd. | Services | Equity | 0.77% |
| Ganesha Ecosphere Ltd. | Textiles | Equity | 0.54% |
| Wonderla Holidays Ltd. | Services | Equity | 0.50% |
| Sheela Foam Ltd. | Consumer Discretionary | Equity | 0.41% |
| Relaxo Footwears Ltd. | Consumer Staples | Equity | 0.32% |
| Raajmarg Infra Investment Trust | Construction | InvITs | 0.21% |
| Power Grid Corporation Of India Ltd. | Energy | Debenture | 0.15% |
| Power Grid Corporation Of India Ltd. | Energy | Debenture | 0.07% |
| Meesho Ltd. | Services | Equity | 0.04% |
| Manpasand Beverages Ltd. | Consumer Staples | Equity | -- |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +11.4% | +10.6% | +10.9% | +10.5% |
| Category average (Hybrid Conservative Hybrid) | +9.1% | +8.0% | +7.8% | -- |
| Rank (Hybrid Conservative Hybrid) | 1 | 1 | 1 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
| +3.00% | +9.99% | 3,344.49 | ||
| +3.50% | +9.02% | 3,188.48 | ||
| +5.12% | +8.75% | 130.58 | ||
| +4.10% | +8.69% | 9,754.01 | ||
| +5.78% | +7.79% | 951.13 | ||
| Compare | ||||