| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹59,956 | -0.07% | |
| 3 years | ₹1,80,000 | ₹1,93,792 | +7.66% | |
| 5 years | ₹3,00,000 | ₹3,69,275 | +23.09% | |
| 10 years | ₹6,00,000 | ₹10,20,867 | +70.14% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| BANK OF BARODA CD 12FEB27 | Financial | Certificate of Deposit | 6.61% |
| CENTRAL GOVERNMENT LOAN 31280 GOI 17JN32 6.54 FV RS 100 | Entities | GOI Securities | 5.86% |
| UNION BANK OF INDIA CD 22FEB27 | Financial | Certificate of Deposit | 5.65% |
| RURAL ELECTRIFICATION CORPORATION LIMITED SERIES GOI-V 8.54 BD 15NV28 FVRS10LAC | Financial | Debenture | 5.30% |
| ICICI Bank Ltd | Financial | Equity | 4.17% |
| HDFC Bank Ltd | Financial | Equity | 4.13% |
| Axis Bank Ltd | Financial | Equity | 3.78% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 3.50% |
| Bharti Airtel Ltd | Technology | Equity | 3.08% |
| Repo | Unspecified | Repo | 2.92% |
| State Bank of India | Financial | Equity | 2.47% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 2.45% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 1.88% |
| ITC Ltd | Consumer Staples | Equity | 1.75% |
| Larsen & Toubro Ltd | Industrials | Equity | 1.62% |
| Bajaj Holdings & Investment Ltd | Financial | Equity | 1.59% |
| Tata Consultancy Services Ltd | Technology | Equity | 1.45% |
| SBI Life Insurance Company Ltd | Financial | Equity | 1.43% |
| Coforge Ltd | Technology | Equity | 1.38% |
| Zomato Ltd | Technology | Equity | 1.36% |
| Infosys Ltd | Technology | Equity | 1.22% |
| NTPC Ltd | Energy & Utilities | Equity | 1.19% |
| Hindalco Industries Ltd | Materials | Equity | 1.18% |
| Interglobe Aviation Ltd | Industrials | Equity | 1.17% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 1.16% |
| Varun Beverages Ltd | Consumer Staples | Equity | 1.00% |
| UNION BANK OF INDIA CD 04SEP26 | Financial | Certificate of Deposit | 0.97% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 0.94% |
| Eicher Motors Ltd | Consumer Discretionary | Equity | 0.94% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 0.93% |
| Oil India Ltd | Energy & Utilities | Equity | 0.88% |
| R R Kabel Ltd. | Industrials | Equity | 0.87% |
| Marico Ltd | Consumer Staples | Equity | 0.85% |
| Mold-Tek Packaging Ltd | Materials | Equity | 0.83% |
| Bharat Electronics Ltd | Industrials | Equity | 0.82% |
| Cipla Ltd | Healthcare | Equity | 0.82% |
| Rainbow Childrens Medicare Ltd | Healthcare | Equity | 0.78% |
| HCL Technologies Ltd | Technology | Equity | 0.77% |
| Sapphire Foods India Ltd | Consumer Discretionary | Equity | 0.75% |
| Canara Robeco Asset Management Company Ltd. | Financial | Equity | 0.75% |
| Aurobindo Pharma Ltd | Healthcare | Equity | 0.75% |
| Kalpataru Power Transmission Ltd | Industrials | Equity | 0.74% |
| SAMHI Hotels Ltd. | Consumer Discretionary | Equity | 0.74% |
| Ambuja Cements Ltd | Materials | Equity | 0.71% |
| REC Ltd | Financial | Equity | 0.68% |
| Adani Ports and Special Economic Zone Ltd | Industrials | Equity | 0.65% |
| Ajanta Pharma Ltd | Healthcare | Equity | 0.60% |
| Pricol Ltd | Consumer Discretionary | Equity | 0.60% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 0.59% |
| Net Receivables | Unspecified | Net Receivables | 0.59% |
| Dodla Dairy Ltd | Consumer Staples | Equity | 0.58% |
| Power Grid Corporation of India Ltd | Energy & Utilities | Equity | 0.58% |
| Lloyds Metals and Energy Ltd | Materials | Equity | 0.57% |
| Oil & Natural Gas Corporation Ltd | Energy & Utilities | Equity | 0.55% |
| NMDC Ltd | Materials | Equity | 0.51% |
| Tata Steel Ltd | Materials | Equity | 0.50% |
| Siemens Ltd | Diversified | Equity | 0.50% |
| KFin Technologies Ltd | Financial | Equity | 0.48% |
| Premier Energies Ltd. | Energy & Utilities | Equity | 0.45% |
| LT Foods Ltd | Consumer Staples | Equity | 0.45% |
| GAIL (India) Ltd | Energy & Utilities | Equity | 0.43% |
| Sagility India Ltd. | Industrials | Equity | 0.42% |
| Deepak Fertilisers & Petrochemicals Corporation Ltd | Materials | Equity | 0.41% |
| Emami Ltd | Consumer Staples | Equity | 0.41% |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | Equity | 0.39% |
| Metropolis Healthcare Ltd | Healthcare | Equity | 0.37% |
| HDFC Life Insurance Co Ltd | Financial | Equity | 0.34% |
| Tips Industries Ltd | Consumer Discretionary | Equity | 0.33% |
| PNB Housing Finance Ltd | Financial | Equity | 0.33% |
| PB Fintech Ltd | Financial | Equity | 0.32% |
| Narayana Hrudayalaya Ltd | Healthcare | Equity | 0.32% |
| Swiggy Ltd. | Technology | Equity | 0.29% |
| TD Power Systems Ltd | Industrials | Equity | 0.28% |
| Chambal Fertilisers & Chemicals Ltd | Materials | Equity | 0.28% |
| Suven Pharmaceuticals Ltd | Healthcare | Equity | 0.25% |
| CCL Products (India) Ltd | Consumer Staples | Equity | 0.24% |
| Juniper Green Energy Ltd. | Energy & Utilities | Equity | 0.24% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 0.22% |
| Coromandel International Ltd | Materials | Equity | 0.21% |
| Fortis Healthcare Ltd | Healthcare | Equity | 0.20% |
| BSE Ltd | Financial | Equity | 0.20% |
| Coal India Ltd | Materials | Equity | 0.20% |
| Power Mech Projects Ltd | Industrials | Equity | 0.16% |
| Krsnaa Diagnostics Ltd | Healthcare | Equity | 0.10% |
| SBI Funds Management Ltd | Financial | Equity | 0.03% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.02% |
| TVS Motor Company Ltd - Pref. Shares | Consumer Discretionary | Preference Shares | 0.02% |
| CALL INDIGO 29-Sep-2026 5500 | Industrials | Call Option | -0.00% |
| CALL ETERNAL 29-Sep-2026 350 | Technology | Call Option | -0.00% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +8.8% | +8.0% | +9.8% | +10.7% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 33 | 35 | 26 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
| +15.81% | +16.83% | 2,050.58 | ||
| +3.16% | +12.94% | 3,997.71 | ||
| +0.96% | +12.90% | 52,454.21 | ||
| +5.07% | +11.97% | 88,667.52 | ||
| +1.10% | +10.24% | 4,072.36 | ||
| Compare | ||||