| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,804 | +3.01% | |
| 3 years | ₹1,80,000 | ₹2,04,807 | +13.78% | |
| 5 years | ₹3,00,000 | ₹3,79,800 | +26.60% | |
| 10 years | ₹6,00,000 | ₹10,02,875 | +67.15% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 7.68% |
| Reliance Industries Ltd. | Energy | Equity | 5.39% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 4.39% |
| State Bank of India | Financial | Equity | 3.59% |
| Bharti Telecom Ltd. | Communication | Debenture | 2.61% |
| SBI Liquid Fund Direct Plan-Growth | NA | Mutual Fund | 2.55% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.52% |
| Bharti Airtel Ltd. | Communication | Equity | 2.41% |
| ICICI Bank Ltd. | Financial | Equity | 2.37% |
| Embassy Office Parks REIT | Construction | REITs | 2.28% |
| GOI | Sovereign | GOI Sec | 2.17% |
| Bank Of Baroda | Financial | Equity | 2.04% |
| Brookfield India Real Estate Trust REIT | Construction | REITs | 2.01% |
| Axis Bank Ltd. | Financial | Equity | 2.01% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 1.75% |
| Bajaj Finserv Ltd. | Financial | Equity | 1.72% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 1.71% |
| Infopark Properties Ltd. | Construction | Debenture | 1.70% |
| Jindal Steel Ltd. | Metals & Mining | Equity | 1.53% |
| National Aluminium Company Ltd. | Metals & Mining | Equity | 1.34% |
| Indostar Capital Finance Ltd. | Financial | Debenture | 1.27% |
| Avanse Financial Services Ltd. | Financial | Debenture | 1.27% |
| GOI | Sovereign | GOI Sec | 1.25% |
| Aster DM Healthcare Ltd. | Healthcare | Equity | 1.18% |
| Infosys Ltd. | Technology | Equity | 1.17% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 1.15% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 1.15% |
| DLF Ltd. | Construction | Equity | 1.04% |
| H.G. Infra Engineering Ltd. | Construction | Debenture | 1.01% |
| Tata Steel Ltd. | Metals & Mining | Equity | 1.01% |
| Interglobe Aviation Ltd. | Services | Equity | 1.00% |
| Tech Mahindra Ltd. | Technology | Equity | 0.99% |
| Gokaldas Exports Ltd. | Textiles | Equity | 0.96% |
| Avenue Supermarts Ltd. | Services | Equity | 0.96% |
| Asian Paints Ltd. | Chemicals | Equity | 0.94% |
| JTPM Metal Traders Ltd. | Metals & Mining | Debenture | 0.87% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 0.87% |
| GOI | Sovereign | GOI Sec | 0.86% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds/NCD | 0.85% |
| Vishal Mega Mart Ltd. | Services | Equity | 0.85% |
| Motilal Oswal Finevest Ltd. | Financial | Bonds | 0.85% |
| JM Financial Credit Solutions Ltd. | Financial | Debenture | 0.85% |
| Godrej Seeds & Genetics Ltd. | Consumer Staples | NCD | 0.85% |
| Godrej Seeds & Genetics Ltd. | Consumer Staples | NCD | 0.85% |
| Jubilant FoodWorks Ltd. | Services | Equity | 0.82% |
| Reserve Bank of India | Financial | T-Bills | 0.81% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 0.79% |
| Mahindra Rural Housing Finance Ltd. | Financial | Debenture | 0.78% |
| Sammaan Capital Ltd. | Financial | Equity | 0.75% |
| JSW Steel Ltd. | Metals & Mining | Equity | 0.72% |
| Eternal Ltd. | Services | Equity | 0.70% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.70% |
| GMR Airports Ltd. | Construction | Bonds | 0.69% |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 0.61% |
| Aditya Birla Capital Ltd. | Financial | Equity | 0.61% |
| GMR Airports Ltd. | Construction | Equity | 0.59% |
| Cube Highways Trust | Services | Debenture | 0.58% |
| Shree Cement Ltd. | Construction | Equity | 0.54% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.54% |
| Indus Towers Ltd. | Communication | Equity | 0.52% |
| REC Ltd. | Financial | Equity | 0.48% |
| Patanjali Foods Ltd. | Consumer Staples | Equity | 0.47% |
| Adani Green Energy Ltd. | Capital Goods | Equity | 0.47% |
| Shriram Finance Ltd | Financial | Equity | 0.45% |
| Tata Power Company Ltd. | Energy | Equity | 0.45% |
| Punjab National Bank | Financial | Equity | 0.44% |
| Vedanta Ltd. | Metals & Mining | Equity | 0.44% |
| Muthoot Finance Ltd. | Financial | Bonds | 0.43% |
| Muthoot Finance Ltd. | Financial | Debenture | 0.42% |
| Ganesha Ecosphere Ltd. | Textiles | Equity | 0.30% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 0.23% |
| RBL Bank Ltd. | Financial | Equity | 0.22% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 0.22% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.21% |
| ITC Ltd. | Consumer Staples | Equity | 0.21% |
| Ambuja Cements Ltd. | Construction | Equity | 0.19% |
| Muthoot Finance Ltd. | Financial | Debenture | 0.17% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.17% |
| Reserve Bank of India | Financial | T-Bills | 0.16% |
| Bharat Heavy Electricals Ltd. | Capital Goods | Equity | 0.16% |
| United Spirits Ltd. | Consumer Staples | Equity | 0.15% |
| Zydus Lifesciences Ltd. | Healthcare | Equity | 0.14% |
| One97 Communications Ltd. | Services | Equity | 0.14% |
| Power Finance Corporation Ltd. | Financial | Equity | 0.14% |
| Steel Authority Of India Ltd. | Metals & Mining | Equity | 0.12% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 0.11% |
| Indusind Bank Ltd. | Financial | Equity | 0.11% |
| NMDC Ltd. | Metals & Mining | Equity | 0.11% |
| Adani Enterprises Ltd. | Services | Equity | 0.11% |
| Trent Ltd. | Services | Equity | 0.10% |
| National Highways Infra Trust | Construction | InvITs | 0.09% |
| Bajaj Finance Ltd. | Financial | Equity | 0.08% |
| The Indian Hotels Company Ltd. | Services | Equity | 0.08% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 0.08% |
| Tata Consultancy Services Ltd. | Technology | Equity | 0.08% |
| Bosch Ltd. | Automobile | Equity | 0.07% |
| Oil And Natural Gas Corporation Ltd. | Energy | Equity | 0.06% |
| HDFC Asset Management Company Ltd. | Financial | Equity | 0.06% |
| Ultratech Cement Ltd. | Construction | Equity | 0.06% |
| HCL Technologies Ltd. | Technology | Equity | 0.06% |
| Nestle India Ltd. | Consumer Staples | Equity | 0.06% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 0.06% |
| Polycab India Ltd. | Capital Goods | Equity | 0.05% |
| TVS Motor Company Ltd. | Automobile | Equity | 0.05% |
| GAIL (India) Ltd. | Energy | Equity | 0.04% |
| Dabur India Ltd. | Consumer Staples | Equity | 0.04% |
| Indian Bank | Financial | Equity | 0.04% |
| Godrej Consumer Products Ltd. | Consumer Staples | Equity | 0.03% |
| Syngene International Ltd. | Healthcare | Equity | 0.03% |
| Indian Railway Catering & Tourism Corporation Ltd. | Services | Equity | 0.03% |
| Hindustan Zinc Ltd. | Metals & Mining | Equity | 0.03% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 0.03% |
| JIO Financial Services Ltd. | Financial | Equity | 0.03% |
| Marico Ltd. | Consumer Staples | Equity | 0.02% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 0.02% |
| Grasim Industries Ltd. | Construction | Equity | 0.02% |
| Coal India Ltd. | Energy | Equity | 0.02% |
| Mphasis Ltd. | Technology | Equity | 0.02% |
| PB Fintech Ltd. | Services | Equity | 0.02% |
| Max Financial Services Ltd. | Financial | Equity | 0.02% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 0.02% |
| NTPC Ltd. | Energy | Equity | 0.02% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 0.01% |
| Dalmia Bharat Ltd. | Construction | Equity | 0.01% |
| Pidilite Industries Ltd. | Chemicals | Equity | 0.01% |
| Bajaj Auto Ltd. | Automobile | Equity | 0.00% |
| Bajaj Auto Ltd. | Automobile | Futures | -0.00% |
| Pidilite Industries Ltd. | Chemicals | Futures | -0.01% |
| Dalmia Bharat Ltd. | Construction | Futures | -0.01% |
| Power Grid Corporation Of India Ltd. | Energy | Futures | -0.01% |
| Indusind Bank Ltd. | Financial | Futures | -0.01% |
| NTPC Ltd. | Energy | Futures | -0.02% |
| Hindustan Petroleum Corporation Ltd. Warrant | Energy | Futures | -0.02% |
| Max Financial Services Ltd. | Financial | Futures | -0.02% |
| PB Fintech Ltd. | Services | Futures | -0.02% |
| Mphasis Ltd. | Technology | Futures | -0.02% |
| Coal India Ltd. | Energy | Futures | -0.02% |
| Grasim Industries Ltd. | Construction | Futures | -0.02% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | Futures | -0.02% |
| Marico Ltd Pref. Shares | Consumer Staples | Futures | -0.02% |
| JIO Financial Services Ltd. | Financial | Futures | -0.03% |
| Aurobindo Pharma Ltd. | Healthcare | Futures | -0.03% |
| Hindustan Zinc Ltd. | Metals & Mining | Futures | -0.03% |
| Indian Railway Catering & Tourism Corporation Ltd. | Services | Futures | -0.03% |
| Syngene International Ltd. | Healthcare | Futures | -0.03% |
| Bharti Airtel Ltd. | Communication | Futures | -0.03% |
| Bajaj Finance Ltd. | Financial | Futures | -0.03% |
| Godrej Consumer Products Ltd. | Consumer Staples | Futures | -0.03% |
| Indian Bank | Financial | Futures | -0.04% |
| Dabur India Ltd. | Consumer Staples | Futures | -0.04% |
| GAIL (India) Ltd. | Energy | Futures | -0.04% |
| Hindustan Unilever Ltd. | Consumer Staples | Futures | -0.04% |
| TVS Motor Company Ltd. | Automobile | Futures | -0.05% |
| Tech Mahindra Ltd. | Technology | Futures | -0.05% |
| Polycab India Ltd. | Capital Goods | Futures | -0.05% |
| Bajaj Finance Ltd. | Financial | Futures | -0.05% |
| Titan Company Ltd. | Consumer Discretionary | Futures | -0.06% |
| Nestle India Ltd. | Consumer Staples | Futures | -0.06% |
| HCL Technologies Ltd. | Technology | Futures | -0.06% |
| Ultratech Cement Ltd. GDR/GDS | Construction | Futures | -0.06% |
| HDFC Asset Management Company Ltd. | Financial | Futures | -0.06% |
| Oil And Natural Gas Corporation Ltd. | Energy | Futures | -0.06% |
| Bosch Ltd. | Automobile | Futures | -0.07% |
| Tata Consultancy Services Ltd. | Technology | Futures | -0.08% |
| SBI Life Insurance Company Ltd. | Insurance | Futures | -0.08% |
| The Indian Hotels Company Ltd. | Services | Futures | -0.08% |
| Indusind Bank Ltd. | Financial | Futures | -0.10% |
| Trent Ltd. | Services | Futures | -0.10% |
| Adani Enterprises Ltd. | Services | Futures | -0.11% |
| NMDC Ltd. | Metals & Mining | Futures | -0.11% |
| Bharat Petroleum Corporation Ltd. | Energy | Futures | -0.11% |
| Eternal Ltd. | Services | Futures | -0.12% |
| Steel Authority Of India Ltd. | Metals & Mining | Futures | -0.12% |
| Power Finance Corporation Ltd. | Financial | Futures | -0.14% |
| Bajaj Finserv Ltd. | Financial | Futures | -0.14% |
| One97 Communications Ltd. | Services | Futures | -0.14% |
| Zydus Lifesciences Ltd. | Healthcare | Futures | -0.14% |
| United Spirits Ltd. | Consumer Staples | Futures | -0.15% |
| Bharat Heavy Electricals Ltd. | Capital Goods | Futures | -0.16% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Futures | -0.17% |
| Hindustan Unilever Ltd. | Consumer Staples | Futures | -0.17% |
| Ambuja Cements Ltd. | Construction | Futures | -0.19% |
| ITC Ltd. | Consumer Staples | Futures | -0.21% |
| Divi's Laboratories Ltd. | Healthcare | Futures | -0.22% |
| RBL Bank Ltd. | Financial | Futures | -0.22% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Futures | -0.23% |
| Interglobe Aviation Ltd. | Services | Futures | -0.23% |
| HDFC Life Insurance Co Ltd. | Insurance | Futures | -0.24% |
| Axis Bank Ltd. | Financial | Futures | -0.25% |
| Shree Cement Ltd. | Construction | Futures | -0.33% |
| Tata Steel Ltd. | Metals & Mining | Futures | -0.40% |
| Infosys Ltd. | Technology | Futures | -0.43% |
| Vedanta Ltd. | Metals & Mining | Futures | -0.44% |
| Punjab National Bank | Financial | Futures | -0.44% |
| Shriram Finance Ltd | Financial | Futures | -0.45% |
| Tata Power Company Ltd. | Energy | Futures | -0.45% |
| Larsen & Toubro Ltd. | Construction | Futures | -0.45% |
| Adani Green Energy Ltd. | Capital Goods | Futures | -0.47% |
| Patanjali Foods Ltd. | Consumer Staples | Futures | -0.47% |
| ICICI Bank Ltd. | Financial | Futures | -0.49% |
| REC Ltd. | Financial | Futures | -0.49% |
| Indus Towers Ltd. | Communication | Futures | -0.52% |
| Jubilant FoodWorks Ltd. | Services | Futures | -0.54% |
| Hindustan Aeronautics Ltd. | Capital Goods | Futures | -0.54% |
| Eternal Ltd. | Services | Futures | -0.59% |
| GMR Airports Ltd. | Construction | Futures | -0.60% |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | Futures | -0.62% |
| Aditya Birla Capital Ltd. | Financial | Futures | -0.62% |
| JSW Steel Ltd. | Metals & Mining | Futures | -0.72% |
| Sammaan Capital Ltd. | Financial | Futures | -0.76% |
| Interglobe Aviation Ltd. | Services | Futures | -0.77% |
| Hindalco Industries Ltd. | Metals & Mining | Futures | -0.79% |
| Asian Paints Ltd. | Chemicals | Futures | -0.94% |
| Samvardhana Motherson International Ltd. | Automobile | Futures | -0.99% |
| DLF Ltd. | Construction | Futures | -1.05% |
| Maruti Suzuki India Ltd. | Automobile | Futures | -1.16% |
| National Aluminium Company Ltd. | Metals & Mining | Futures | -1.35% |
| Mahindra & Mahindra Ltd. | Automobile | Futures | -1.76% |
| ICICI Bank Ltd. | Financial | Futures | -1.90% |
| Bank Of Baroda | Financial | Futures | -2.06% |
| Reliance Industries Ltd. | Energy | Futures | -2.14% |
| Bharti Airtel Ltd. Rights | Communication | Futures | -2.40% |
| State Bank of India | Financial | Futures | -2.77% |
| Kotak Mahindra Bank Ltd. | Financial | Futures | -4.40% |
| HDFC Bank Ltd. | Financial | Futures | -5.06% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +11.7% | +9.8% | +10.1% | +9.7% |
| Category average (Hybrid Equity Savings) | +9.9% | +9.1% | +8.4% | -- |
| Rank (Hybrid Equity Savings) | 9 | 10 | 6 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Kotak Equity Savings Fund Direct Growth | +9.30% | +12.59% | 9,650.52 | |
Edelweiss Equity Savings Fund Direct Growth | +9.32% | +12.30% | 1,194.87 | |
DSP Equity Savings Fund Direct Growth | +7.10% | +10.71% | 3,904.77 | |
ICICI Prudential Equity Savings Fund Direct Growth | +8.00% | +8.99% | 18,060.45 | |
Bandhan Equity Savings Fund Direct Growth | +6.95% | +8.75% | 399.11 | |
| Compare | ||||