| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹59,570 | -0.72% | |
| 3 years | ₹1,80,000 | ₹2,04,476 | +13.60% | |
| 5 years | ₹3,00,000 | ₹3,88,666 | +29.56% | |
| 10 years | ₹6,00,000 | ₹11,38,724 | +89.79% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| State Bank of India | Financial | Equity | 4.24% |
| ICICI Bank Ltd. | Financial | Equity | 3.79% |
| Bharti Airtel Ltd. | Communication | Equity | 3.27% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.24% |
| Muthoot Finance Ltd. | Financial | Equity | 2.90% |
| HDFC Bank Ltd. | Financial | Equity | 2.88% |
| MRF Ltd. | Automobile | Equity | 2.86% |
| Solar Industries India Ltd. | Chemicals | Equity | 2.83% |
| Adani Power Ltd. | Energy | Equity | 2.74% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 2.67% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 2.57% |
| Adani Energy Solutions Ltd. | Energy | Equity | 2.47% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.37% |
| Shree Cement Ltd. | Construction | Equity | 2.32% |
| Reliance Industries Ltd. | Energy | Equity | 2.29% |
| Interglobe Aviation Ltd. | Services | Equity | 2.22% |
| Bajaj Finance Ltd. | Financial | Equity | 2.21% |
| Infosys Ltd. | Technology | Equity | 1.96% |
| Coal India Ltd. | Energy | Equity | 1.95% |
| Avenue Supermarts Ltd. | Services | Equity | 1.85% |
| Asian Paints Ltd. | Chemicals | Equity | 1.56% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 1.55% |
| Lenskart Solutions Ltd. | Consumer Discretionary | Equity | 1.51% |
| AIA Engineering Ltd. | Metals & Mining | Equity | 1.38% |
| West Bengal State | Others | SDL | 1.33% |
| Page Industries Ltd. | Textiles | Equity | 1.32% |
| Adani Power Ltd. | Energy | Debenture | 1.30% |
| West Bengal State | Others | SDL | 1.25% |
| Tata Consultancy Services Ltd. | Technology | Equity | 1.24% |
| JSW Energy Ltd. | Capital Goods | Equity | 1.17% |
| Canara Bank | Financial | CD | 1.17% |
| JSW Kalinga Steel Ltd. | Metals & Mining | Debenture | 1.15% |
| GOI | Sovereign | GOI Sec | 1.13% |
| Astral Ltd. | Chemicals | Equity | 1.11% |
| NTPC Ltd. | Energy | Equity | 1.00% |
| Vishal Mega Mart Ltd. | Services | Equity | 0.97% |
| Adani Airport Holdings Ltd. | Services | Debenture | 0.93% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 0.88% |
| DLF Ltd. | Construction | Equity | 0.86% |
| Oberoi Realty Ltd. | Construction | Equity | 0.84% |
| Swiggy Ltd. | Services | Equity | 0.78% |
| Vertis Infrastructure Trust | Construction | Debenture | 0.77% |
| JTPM Metal Traders Ltd. | Metals & Mining | Debenture | 0.75% |
| Sundaram Finance Ltd. | Financial | Debenture | 0.72% |
| Renserv Global Pvt Ltd. | Others | Debenture | 0.67% |
| State Bank of India | Financial | NCD | 0.66% |
| Meesho Ltd. | Services | Equity | 0.65% |
| Union Bank of India | Financial | CD | 0.64% |
| ITC Ltd. | Consumer Staples | Equity | 0.64% |
| United Breweries Ltd. | Consumer Staples | Equity | 0.60% |
| TVS Holdings Ltd. | Automobile | Debenture | 0.59% |
| Tata Housing Devp. Co. Ltd | Construction | Debenture | 0.58% |
| Procter & Gamble Hygiene and Health Care Ltd. | Consumer Staples | Equity | 0.53% |
| GMR Airports Ltd. | Construction | Bonds | 0.52% |
| Westlife Foodworld Ltd. | Services | Equity | 0.49% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | NCD | 0.46% |
| Jindal Steel Ltd. | Metals & Mining | Equity | 0.44% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.40% |
| Samvardhana Motherson International Ltd. | Automobile | Debenture | 0.39% |
| LIC Housing Finance Ltd. | Financial | NCD | 0.39% |
| Tata Power Renewable Energy Ltd. | Capital Goods | Debenture | 0.38% |
| India Infrastructure Finance Company Ltd. | Construction | Bonds | 0.38% |
| Aditya Birla Renewables Ltd. | Energy | Bonds/NCD | 0.37% |
| Union Bank of India | Financial | CP | 0.34% |
| Bajaj Finserv Ltd. | Financial | Equity | 0.32% |
| Tamilnadu State | Others | SDL | 0.31% |
| National Housing Bank | Financial | Bonds | 0.29% |
| Axis Bank Ltd. | Financial | CD | 0.29% |
| India Universal Trust AL1 | Others | Sec. Debt | 0.27% |
| CSB Bank Ltd. | Financial | CD | 0.26% |
| Lupin Ltd. | Healthcare | Equity | 0.25% |
| Vedant Fashions Ltd. | Services | Equity | 0.23% |
| Torrent Power Ltd. | Energy | Debenture | 0.23% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.22% |
| Aditya Birla Real Estate Ltd. | Consumer Staples | NCD | 0.22% |
| Torrent Investments Ltd. | Financial | Debenture | 0.22% |
| Brainbees Solutions Ltd. | Consumer Staples | Equity | 0.20% |
| REC Ltd. | Financial | Bonds | 0.20% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 0.20% |
| Summit Digitel Infrastructure Pvt. Ltd. | Communication | Debenture | 0.19% |
| Muthoot Finance Ltd. | Financial | Debenture | 0.19% |
| Canara Bank | Financial | Debenture | 0.17% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 0.17% |
| Bharti Telecom Ltd. | Communication | NCD | 0.17% |
| Canara Bank | Financial | Bonds | 0.17% |
| Avanse Financial Services Ltd. | Financial | Debenture | 0.13% |
| CSB Bank Ltd. | Financial | CD | 0.13% |
| Canara Bank | Financial | Add. Tier 1 Bond | 0.12% |
| State Bank of India | Financial | NCD | 0.10% |
| Torrent Power Ltd. | Energy | Debenture | 0.10% |
| Relaxo Footwears Ltd. | Consumer Staples | Equity | 0.08% |
| State Bank of India | Financial | Debenture | 0.07% |
| Muthoot Finance Ltd. | Financial | Debenture | 0.07% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | NCD | 0.07% |
| Bajaj Finance Ltd. | Financial | Debenture | 0.07% |
| Muthoot Finance Ltd. | Financial | Bonds | 0.07% |
| Muthoot Finance Ltd. | Financial | Debenture | 0.07% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.06% |
| Torrent Power Ltd. | Energy | Debenture | 0.05% |
| Torrent Power Ltd. | Energy | NCD | 0.04% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.03% |
| National Highways Infra Trust | Construction | Debenture | 0.03% |
| Muthoot Finance Ltd. | Financial | NCD | 0.03% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.03% |
| Avanse Financial Services Ltd. | Financial | Debenture | 0.03% |
| HDFC Bank Ltd. | Financial | CD | 0.03% |
| Bank of India | Financial | Bonds | 0.02% |
| GOI | Sovereign | GOI Sec | 0.02% |
| GOI | Sovereign | GOI Sec | 0.00% |
| National Highways Infra Trust | Construction | InvITs | 0.00% |
| Bosch Ltd. | Automobile | Equity | -- |
| Numero Uno International Ltd | Services | Equity | -- |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +14.7% | +12.0% | +13.0% | +14.2% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 16 | 20 | 13 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Equity & Debt Fund Direct Growth | +10.48% | +18.45% | 46,700.42 | |
JM Aggressive Hybrid Fund Direct Growth | +4.00% | +17.83% | 735.49 | |
Edelweiss Aggressive Hybrid Fund Direct Growth | +9.38% | +16.93% | 3,545.93 | |
Nippon India Aggressive Hybrid Fund Direct Growth | +9.77% | +14.39% | 4,063.06 | |
Franklin India Aggressive Hybrid Fund Direct Growth | +5.74% | +14.06% | 2,349.87 | |
| Compare | ||||