| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹64,282 | +7.14% | |
| 3 years | ₹1,80,000 | ₹2,34,435 | +30.24% | |
| 5 years | ₹3,00,000 | ₹4,54,658 | +51.55% | |
| 10 years | ₹6,00,000 | ₹13,68,400 | +128.07% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Alphabet Inc Class A | Services | Forgn. Eq | 9.17% |
| State Bank of India | Financial | Equity | 6.38% |
| HDFC Bank Ltd. | Financial | Equity | 5.74% |
| Muthoot Finance Ltd. | Financial | Equity | 5.42% |
| Bajaj Finserv Ltd. | Financial | Equity | 4.60% |
| Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) | Communication | PPE | 4.44% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 4.31% |
| Bajaj Finance Ltd. | Financial | Equity | 4.12% |
| Adani Power Ltd. | Energy | Equity | 3.68% |
| Adani Energy Solutions Ltd. | Energy | Equity | 3.54% |
| Solar Industries India Ltd. | Chemicals | Equity | 3.43% |
| Eicher Motors Ltd. | Automobile | Equity | 3.14% |
| Asian Paints Ltd. | Chemicals | Equity | 2.91% |
| EPAM Systems Inc | Technology | Forgn. Eq | 2.66% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 2.62% |
| Torrent Power Ltd. | Energy | Equity | 2.53% |
| Jubilant FoodWorks Ltd. | Services | Equity | 2.52% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 2.45% |
| Procter & Gamble Hygiene and Health Care Ltd. | Consumer Staples | Equity | 2.36% |
| Lenskart Solutions Ltd. | Consumer Discretionary | Equity | 2.20% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 2.10% |
| Vishal Mega Mart Ltd. | Services | Equity | 1.90% |
| Hatsun Agro Product Ltd. | Consumer Staples | Equity | 1.89% |
| Meesho Ltd. | Services | Equity | 1.85% |
| Thermax Ltd. | Capital Goods | Equity | 1.66% |
| Samvardhana Motherson International Ltd. | Automobile | Debenture | 0.86% |
| Reserve Bank of India | Financial | T-Bills | 0.17% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +16.4% | +12.8% | +14.3% | +17.9% |
| Category average (Equity Flexi Cap) | +16.0% | +15.6% | +13.5% | -- |
| Rank (Equity Flexi Cap) | 21 | 16 | 8 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
HDFC Flexi Cap Fund Growth | +0.43% | +18.06% | 1,00,455.32 | |
Parag Parikh Flexi Cap Fund Growth | +0.97% | +16.77% | 1,34,253.17 | |
Invesco India Flexi Cap Fund Growth | -3.58% | +16.40% | 4,679.85 | |
HSBC Flexi Cap Fund Growth | -0.27% | +15.51% | 5,278.84 | |
Franklin India Flexi Cap Fund Growth | -2.88% | +15.04% | 19,597.86 | |
| Compare | ||||