| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹29,611 | -1.30% | |
| 1 year | ₹60,000 | ₹59,136 | -1.44% | |
| 3 years | ₹1,80,000 | ₹1,90,971 | +6.09% | |
| 5 years | ₹3,00,000 | ₹3,67,506 | +22.50% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Repo | Unspecified | Repo | 8.12% |
| HDFC Bank Ltd | Financial | Equity | 5.35% |
| ICICI Bank Ltd | Financial | Equity | 4.89% |
| SBI ETF Gold | Unspecified | Mutual Fund | 4.53% |
| Larsen & Toubro Ltd | Industrials | Equity | 3.28% |
| State Bank of India | Financial | Equity | 3.02% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 2.85% |
| National Highways Infra Trust | Industrials | Infrastructure Investment Trust | 2.73% |
| Tower Infrastructure Trust | Real Estate | Infrastructure Investment Trust | 2.55% |
| Cube Highways Trust | Industrials | Infrastructure Investment Trust | 2.51% |
| Ultratech Cement Ltd | Materials | Equity | 2.44% |
| Infosys Ltd | Technology | Equity | 2.21% |
| Axis Bank Ltd | Financial | Equity | 2.20% |
| Bajaj Finance Ltd | Financial | Equity | 2.17% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 2.00% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 1.85% |
| JSW Cement Ltd. | Materials | Equity | 1.65% |
| Timken India Ltd | Industrials | Equity | 1.62% |
| Urban Company Ltd. | Consumer Staples | Equity | 1.60% |
| JSW Infrastructure Ltd | Industrials | Equity | 1.59% |
| Schaeffler India Ltd | Industrials | Equity | 1.54% |
| Central Depository Services (India) Ltd | Financial | Equity | 1.54% |
| Anthem Biosciences Ltd. | Healthcare | Equity | 1.52% |
| Navin Fluorine International Ltd | Materials | Equity | 1.49% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 1.42% |
| Divi's Laboratories Ltd | Healthcare | Equity | 1.42% |
| Asian Paints Ltd | Materials | Equity | 1.40% |
| Grindwell Norton Ltd | Materials | Equity | 1.36% |
| Bajaj Finserv Ltd | Financial | Equity | 1.36% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | Equity | 1.31% |
| ZF Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | Equity | 1.21% |
| Thermax Ltd | Industrials | Equity | 1.20% |
| The Indian Hotels Company Ltd | Consumer Discretionary | Equity | 1.18% |
| Pidilite Industries Ltd | Materials | Equity | 1.16% |
| ACME Solar Holdings Ltd. | Energy & Utilities | Equity | 1.14% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 1.12% |
| Honeywell Automation India Ltd | Technology | Equity | 1.08% |
| Balrampur Chini Mills Ltd | Consumer Staples | Equity | 1.08% |
| Sudeep Pharma Ltd. | Healthcare | Equity | 1.01% |
| Oberoi Realty Ltd | Real Estate | Equity | 0.96% |
| Berger Paints India Ltd | Materials | Equity | 0.96% |
| Torrent Power Ltd | Energy & Utilities | Equity | 0.95% |
| Voltas Ltd | Industrials | Equity | 0.94% |
| Interglobe Aviation Ltd | Industrials | Equity | 0.92% |
| Lenskart Solutions Ltd. | Consumer Discretionary | Equity | 0.91% |
| Godrej Properties Ltd | Real Estate | Equity | 0.90% |
| Biocon Ltd | Healthcare | Equity | 0.90% |
| ABB India Ltd | Industrials | Equity | 0.89% |
| Page Industries Ltd | Consumer Discretionary | Equity | 0.84% |
| DLF Ltd | Real Estate | Equity | 0.83% |
| ICICI Prudential Life Insurance Company Ltd | Financial | Equity | 0.78% |
| LTIMindtree Ltd | Technology | Equity | 0.75% |
| Esab India Ltd | Industrials | Equity | 0.72% |
| Carborundum Universal Ltd | Materials | Equity | 0.72% |
| Pitti Engineering Ltd | Industrials | Equity | 0.65% |
| HDB FINANCIAL SERVICES LIMITED EQ | Financial | Equity | 0.63% |
| Kajaria Ceramics Ltd | Industrials | Equity | 0.60% |
| Brigade Hotel Ventures Ltd. | Consumer Discretionary | Equity | 0.57% |
| HOUSING AND URBAN DEVELOPMENT CORPORATION LIMITED SR IV 2018 8.58 LOA 14FB29 FVRS10LAC | Financial | Debenture | 0.32% |
| Net Receivables | Unspecified | Net Receivables | 0.29% |
| CENTRAL GOVERNMENT LOAN 20388 GOI 07DC31 FLT FV RS 100 | Entities | GOI Securities | 0.25% |
| TVS Motor Company Ltd - Pref. Shares | Consumer Discretionary | Preference Shares | 0.02% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +6.1% | +9.4% | +10.8% | +13.1% |
| Category average (Hybrid Aggressive Hybrid) | +4.7% | +14.3% | +13.9% | -- |
| Rank (Hybrid Aggressive Hybrid) | 10 | 28 | 9 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
| +14.83% | +16.50% | 1,840.69 | ||
| +2.96% | +13.50% | 52,432.51 | ||
| +4.28% | +12.70% | 3,907.28 | ||
| +2.32% | +11.99% | 703.72 | ||
| +6.97% | +10.83% | 20,080.76 | ||
| Compare | ||||