| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹60,803 | +1.34% | |
| 3 years | ₹1,80,000 | ₹2,07,159 | +15.09% | |
| 5 years | ₹3,00,000 | ₹3,94,493 | +31.50% | |
| 10 years | ₹6,00,000 | ₹11,55,241 | +92.54% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| State Bank of India | Financial | Equity | 4.23% |
| Adani Power Ltd. | Energy | Equity | 3.70% |
| ICICI Bank Ltd. | Financial | Equity | 3.64% |
| Solar Industries India Ltd. | Chemicals | Equity | 3.32% |
| Adani Energy Solutions Ltd. | Energy | Equity | 3.25% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.22% |
| Bharti Airtel Ltd. | Communication | Equity | 3.17% |
| Muthoot Finance Ltd. | Financial | Equity | 2.88% |
| MRF Ltd. | Automobile | Equity | 2.65% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 2.62% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 2.57% |
| HDFC Bank Ltd. | Financial | Equity | 2.50% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.48% |
| Bajaj Finance Ltd. | Financial | Equity | 2.36% |
| Reliance Industries Ltd. | Energy | Equity | 2.23% |
| Interglobe Aviation Ltd. | Services | Equity | 2.22% |
| Coal India Ltd. | Energy | Equity | 1.91% |
| Avenue Supermarts Ltd. | Services | Equity | 1.82% |
| Shree Cement Ltd. | Construction | Equity | 1.71% |
| Infosys Ltd. | Technology | Equity | 1.69% |
| Asian Paints Ltd. | Chemicals | Equity | 1.61% |
| Lenskart Solutions Ltd. | Consumer Discretionary | Equity | 1.42% |
| Page Industries Ltd. | Textiles | Equity | 1.40% |
| AIA Engineering Ltd. | Metals & Mining | Equity | 1.37% |
| JSW Energy Ltd. | Capital Goods | Equity | 1.28% |
| West Bengal State | Others | SDL | 1.22% |
| Tata Consultancy Services Ltd. | Technology | Equity | 1.19% |
| Adani Power Ltd. | Energy | Debenture | 1.19% |
| Canara Bank | Financial | CD | 1.10% |
| JSW Kalinga Steel Ltd. | Metals & Mining | Debenture | 1.04% |
| Vishal Mega Mart Ltd. | Services | Equity | 1.03% |
| Astral Ltd. | Chemicals | Equity | 0.97% |
| DLF Ltd. | Construction | Equity | 0.92% |
| NTPC Ltd. | Energy | Equity | 0.91% |
| Oberoi Realty Ltd. | Construction | Equity | 0.90% |
| West Bengal State | Others | SDL | 0.85% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 0.83% |
| Adani Airport Holdings Ltd. | Services | Debenture | 0.82% |
| JTPM Metal Traders Ltd. | Metals & Mining | Debenture | 0.82% |
| Meesho Ltd. | Services | Equity | 0.82% |
| Swiggy Ltd. | Services | Equity | 0.75% |
| Jindal Steel Ltd. | Metals & Mining | Equity | 0.71% |
| Vertis Infrastructure Trust | Construction | Debenture | 0.71% |
| GMR Airports Ltd. | Construction | Bonds | 0.68% |
| Sundaram Finance Ltd. | Financial | Debenture | 0.66% |
| ITC Ltd. | Consumer Staples | Equity | 0.64% |
| Renserv Global Pvt Ltd. | Others | Debenture | 0.62% |
| Bajaj Finance Ltd. | Financial | CP | 0.60% |
| State Bank of India | Financial | NCD | 0.60% |
| Reserve Bank of India | Financial | T-Bills | 0.57% |
| TVS Holdings Ltd. | Automobile | Debenture | 0.54% |
| Tata Housing Devp. Co. Ltd | Construction | Debenture | 0.53% |
| Procter & Gamble Hygiene and Health Care Ltd. | Consumer Staples | Equity | 0.52% |
| United Breweries Ltd. | Consumer Staples | Equity | 0.52% |
| Westlife Foodworld Ltd. | Services | Equity | 0.44% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | NCD | 0.42% |
| Samvardhana Motherson International Ltd. | Automobile | Debenture | 0.41% |
| LIC Housing Finance Ltd. | Financial | NCD | 0.35% |
| India Infrastructure Finance Company Ltd. | Construction | Bonds | 0.35% |
| Tata Power Renewable Energy Ltd. | Capital Goods | Debenture | 0.35% |
| Aditya Birla Renewables Ltd. | Energy | Bonds/NCD | 0.34% |
| Kotak Mahindra Prime Ltd. | Financial | Debenture | 0.33% |
| Union Bank of India | Financial | CP | 0.31% |
| Tamilnadu State | Others | SDL | 0.29% |
| Vedant Fashions Ltd. | Services | Equity | 0.26% |
| Union Bank of India | Financial | CD | 0.24% |
| CSB Bank Ltd. | Financial | CD | 0.24% |
| India Universal Trust AL1 | Others | Sec. Debt | 0.24% |
| Torrent Power Ltd. | Energy | Debenture | 0.21% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 0.21% |
| Aditya Birla Real Estate Ltd. | Consumer Staples | NCD | 0.20% |
| Torrent Investments Ltd. | Financial | Debenture | 0.20% |
| National Housing Bank | Financial | Bonds | 0.18% |
| Summit Digitel Infrastructure Pvt. Ltd. | Communication | Debenture | 0.18% |
| Muthoot Finance Ltd. | Financial | Debenture | 0.17% |
| Bharti Telecom Ltd. | Communication | NCD | 0.15% |
| Axis Bank Ltd. | Financial | CD | 0.15% |
| Canara Bank | Financial | Debenture | 0.15% |
| GOI | Sovereign | GOI Sec | 0.14% |
| REC Ltd. | Financial | Bonds | 0.13% |
| Brainbees Solutions Ltd. | Consumer Staples | Equity | 0.13% |
| CSB Bank Ltd. | Financial | CD | 0.12% |
| Avanse Financial Services Ltd. | Financial | Debenture | 0.12% |
| Canara Bank | Financial | Add. Tier 1 Bond | 0.11% |
| State Bank of India | Financial | NCD | 0.09% |
| Torrent Power Ltd. | Energy | Debenture | 0.09% |
| State Bank of India | Financial | Debenture | 0.07% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.07% |
| Bajaj Finance Ltd. | Financial | Debenture | 0.06% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | NCD | 0.06% |
| Muthoot Finance Ltd. | Financial | Debenture | 0.06% |
| HDB Financial Services 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% |
| Power Finance Corporation Ltd. | Financial | NCD | 0.03% |
| Muthoot Finance Ltd. | Financial | NCD | 0.03% |
| Avanse Financial Services Ltd. | Financial | Debenture | 0.03% |
| National Highways Infra Trust | Construction | Debenture | 0.03% |
| Bank of India | Financial | Bonds | 0.02% |
| HDFC Bank Ltd. | Financial | CD | 0.02% |
| Kotak Mahindra Bank Ltd. | Financial | CD | 0.02% |
| GOI | Sovereign | GOI Sec | 0.02% |
| Capital Infra Trust | Construction | InvITs | 0.02% |
| Small Industries Devp. Bank of India Ltd. | Financial | CP | 0.01% |
| National Bank For Agriculture & Rural Development | Financial | CD | 0.01% |
| GOI | Sovereign | GOI Sec | 0.00% |
| National Highways Infra Trust | Construction | InvITs | 0.00% |
| Numero Uno International Ltd | Services | Equity | -- |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +14.6% | +12.2% | +13.2% | +14.3% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 14 | 21 | 12 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
JM Aggressive Hybrid Fund Direct Growth | -0.66% | +17.67% | 701.44 | |
ICICI Prudential Equity & Debt Fund Direct Growth | +3.43% | +17.33% | 50,367.73 | |
Edelweiss Aggressive Hybrid Fund Direct Growth | +3.44% | +16.51% | 3,627.22 | |
Nippon India Aggressive Hybrid Fund Direct Growth | +1.87% | +13.71% | 3,958.21 | |
Franklin India Aggressive Hybrid Fund Direct Growth | -1.77% | +13.16% | 2,305.63 | |
| Compare | ||||