| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹64,129 | +6.88% | |
| 3 years | ₹1,80,000 | ₹2,21,804 | +23.22% | |
| 5 years | ₹3,00,000 | ₹4,24,666 | +41.56% | |
| 10 years | ₹6,00,000 | ₹13,19,003 | +119.83% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Alphabet Inc Class A | Services | Forgn. Eq | 9.59% |
| State Bank of India | Financial | Equity | 6.88% |
| Bharti Airtel Ltd. | Communication | Equity | 5.83% |
| Muthoot Finance Ltd. | Financial | Equity | 5.57% |
| Bajaj Finance Ltd. | Financial | Equity | 4.84% |
| HDFC Bank Ltd. | Financial | Equity | 4.60% |
| Adani Power Ltd. | Energy | Equity | 4.54% |
| Bajaj Finserv Ltd. | Financial | Equity | 4.11% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 4.00% |
| Adani Energy Solutions Ltd. | Energy | Equity | 3.57% |
| Solar Industries India Ltd. | Chemicals | Equity | 3.34% |
| EPAM Systems Inc | Technology | Forgn. Eq | 2.90% |
| Asian Paints Ltd. | Chemicals | Equity | 2.89% |
| Eicher Motors Ltd. | Automobile | Equity | 2.82% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 2.65% |
| Torrent Power Ltd. | Energy | Equity | 2.30% |
| Jubilant FoodWorks Ltd. | Services | Equity | 2.29% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 2.28% |
| Lenskart Solutions Ltd. | Consumer Discretionary | Equity | 2.23% |
| Hatsun Agro Product Ltd. | Consumer Staples | Equity | 2.14% |
| Procter & Gamble Hygiene and Health Care Ltd. | Consumer Staples | Equity | 2.11% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 2.10% |
| Meesho Ltd. | Services | Equity | 2.04% |
| Thermax Ltd. | Capital Goods | Equity | 1.89% |
| Vishal Mega Mart Ltd. | Services | Equity | 1.85% |
| Samvardhana Motherson International Ltd. | Automobile | Debenture | 0.76% |
| Reserve Bank of India | Financial | T-Bills | 0.18% |
| Interglobe Aviation Ltd. | Services | Equity | 0.06% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +19.2% | +15.4% | +15.0% | +18.4% |
| Category average (Equity Flexi Cap) | +16.0% | +15.6% | +13.5% | -- |
| Rank (Equity Flexi Cap) | 18 | 15 | 7 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
HDFC Flexi Cap Fund Growth | +2.56% | +20.36% | 91,334.91 | |
Invesco India Flexi Cap Fund Growth | +1.30% | +20.25% | 4,202.43 | |
HSBC Flexi Cap Fund Growth | +6.54% | +19.12% | 4,724.03 | |
Parag Parikh Flexi Cap Fund Growth | +3.13% | +17.68% | 1,28,966.48 | |
Franklin India Flexi Cap Fund Growth | -0.35% | +17.46% | 17,535.63 | |
| Compare | ||||