| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹60,041 | +0.07% | |
| 3 years | ₹1,80,000 | ₹1,94,105 | +7.84% | |
| 5 years | ₹3,00,000 | ₹3,69,909 | +23.30% | |
| 10 years | ₹6,00,000 | ₹10,22,679 | +70.45% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 6.13% |
| REC Ltd. | Financial | Debenture | 5.65% |
| HDFC Bank Ltd. | Financial | Equity | 5.03% |
| Reliance Industries Ltd. | Energy | Equity | 4.87% |
| LIC Housing Finance Ltd. | Financial | Debenture | 4.41% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 4.28% |
| Axis Bank Ltd. | Financial | Equity | 3.87% |
| ICICI Bank Ltd. | Financial | Equity | 3.75% |
| Bharti Airtel Ltd. | Communication | Equity | 3.32% |
| State Bank of India | Financial | Equity | 2.50% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.38% |
| ITC Ltd. | Consumer Staples | Equity | 2.26% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.85% |
| Larsen & Toubro Ltd. | Construction | Equity | 1.69% |
| Tata Consultancy Services Ltd. | Technology | Equity | 1.54% |
| Bajaj Holdings & Investment Ltd. | Financial | Equity | 1.47% |
| NTPC Ltd. | Energy | Equity | 1.42% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 1.37% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 1.31% |
| Infosys Ltd. | Technology | Equity | 1.28% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 1.18% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 1.17% |
| TVS Motor Company Ltd. | Automobile | Equity | 1.11% |
| Eternal Ltd. | Services | Equity | 1.07% |
| Coforge Ltd. | Technology | Equity | 1.04% |
| Reserve Bank of India | Financial | T-Bills | 1.02% |
| Interglobe Aviation Ltd. | Services | Equity | 1.01% |
| Eicher Motors Ltd. | Automobile | Equity | 0.94% |
| REC Ltd. | Financial | Equity | 0.93% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.90% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 0.90% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 0.85% |
| Marico Ltd. | Consumer Staples | Equity | 0.85% |
| Oil India Ltd. | Energy | Equity | 0.83% |
| Ambuja Cements Ltd. | Construction | Equity | 0.83% |
| Rainbow Children's Medicare Ltd. | Healthcare | Equity | 0.81% |
| Cipla Ltd. | Healthcare | Equity | 0.80% |
| Canara Robeco Asset Management Company Ltd. | Financial | Equity | 0.77% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 0.77% |
| Oil And Natural Gas Corporation Ltd. | Energy | Equity | 0.74% |
| HCL Technologies Ltd. | Technology | Equity | 0.73% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 0.73% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 0.72% |
| Mold-Tek Packaging Ltd. | Chemicals | Equity | 0.71% |
| Kalpataru Projects International Ltd. | Capital Goods | Equity | 0.69% |
| Sapphire Foods India Ltd. | Services | Equity | 0.69% |
| PNB Housing Finance Ltd. | Financial | Equity | 0.62% |
| Tata Steel Ltd. | Metals & Mining | Equity | 0.60% |
| NMDC Ltd. | Metals & Mining | Equity | 0.60% |
| Lloyds Metals & Energy Ltd. | Metals & Mining | Equity | 0.59% |
| Ajanta Pharma Ltd. | Healthcare | Equity | 0.58% |
| Siemens Ltd. | Capital Goods | Equity | 0.58% |
| R R Kabel Ltd. | Consumer Discretionary | Equity | 0.55% |
| Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 0.50% |
| Pricol Ltd. | Automobile | Equity | 0.48% |
| Dodla Dairy Ltd | Consumer Staples | Equity | 0.46% |
| LT Foods Ltd. | Consumer Staples | Equity | 0.45% |
| Tips Music Ltd. | Services | Equity | 0.44% |
| GAIL (India) Ltd. | Energy | Equity | 0.41% |
| KFin Technologies Ltd. | Financial | Equity | 0.41% |
| SAMHI Hotels Ltd. | Services | Equity | 0.40% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 0.39% |
| Narayana Hrudayalaya Ltd. | Healthcare | Equity | 0.31% |
| Chambal Fertilisers and Chemicals Ltd. | Chemicals | Equity | 0.31% |
| Swiggy Ltd. | Services | Equity | 0.30% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 0.29% |
| Cohance Lifesciences Ltd. | Healthcare | Equity | 0.28% |
| CCL Products (India) Ltd. | Consumer Staples | Equity | 0.26% |
| Coal India Ltd. | Energy | Equity | 0.25% |
| BSE Ltd. | Services | Equity | 0.25% |
| PB Fintech Ltd. | Services | Equity | 0.25% |
| Coromandel International Ltd. | Chemicals | Equity | 0.23% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 0.21% |
| Sagility Ltd. | Services | Equity | 0.20% |
| Emami Ltd. | Consumer Staples | Equity | 0.19% |
| Manappuram Finance Ltd. | Financial | Equity | 0.16% |
| Power Mech Projects Ltd. | Construction | Equity | 0.16% |
| Krsnaa Diagnostics Ltd. | Healthcare | Equity | 0.11% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.02% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.02% |
| ICICI Bank Ltd. | Financial | Call Option | -0.00% |
| HCL Technologies Ltd. | Technology | Call Option | -0.00% |
| NTPC Ltd. | Energy | Call Option | -0.00% |
| LT Foods Ltd. | Consumer Staples | Call Option | -0.00% |
| Oil And Natural Gas Corporation Ltd. | Energy | Call Option | -0.00% |
| Axis Bank Ltd. | Financial | Call Option | -0.00% |
| Shasun Pharmaceuticals Ltd. | Healthcare | Call Option | -0.00% |
| Adani Port Ltd. | Services | Call Option | -0.00% |
| HDFC Bank Ltd. | Financial | Futures | -0.78% |
| Reliance Industries Ltd. | Energy | Futures | -0.88% |
| Bharat Petroleum Corporation Ltd. | Energy | Futures | -1.10% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +12.0% | +10.6% | +10.9% | +10.9% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 30 | 35 | 22 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
JM Aggressive Hybrid Fund Direct Growth | -0.18% | +18.08% | 701.44 | |
ICICI Prudential Equity & Debt Fund Direct Growth | +4.14% | +17.44% | 50,367.73 | |
Edelweiss Aggressive Hybrid Fund Direct Growth | +3.68% | +16.60% | 3,627.22 | |
Nippon India Aggressive Hybrid Fund Direct Growth | +2.42% | +13.70% | 3,958.21 | |
Franklin India Aggressive Hybrid Fund Direct Growth | -0.94% | +13.38% | 2,305.63 | |
| Compare | ||||