| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹60,087 | +0.14% | |
| 3 years | ₹1,80,000 | ₹1,98,780 | +10.43% | |
| 5 years | ₹3,00,000 | ₹3,81,129 | +27.04% | |
| 10 years | ₹6,00,000 | ₹11,16,628 | +86.10% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 6.28% |
| ICICI Bank Ltd. | Financial | Equity | 5.12% |
| Reliance Industries Ltd. | Energy | Equity | 4.46% |
| Bharti Airtel Ltd. | Communication | Equity | 3.76% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.52% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.71% |
| Sundaram Liquid Direct-Growth | -- | Mutual Fund | 2.62% |
| GOI | Sovereign | GOI Sec | 2.57% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.40% |
| Infosys Ltd. | Technology | Equity | 2.12% |
| Bajaj Finance Ltd. | Financial | Equity | 2.02% |
| HCL Technologies Ltd. | Technology | Equity | 1.85% |
| State Bank of India | Financial | Equity | 1.76% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 1.70% |
| GOI | Sovereign | GOI Sec | 1.64% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.51% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.50% |
| Cummins India Ltd. | Capital Goods | Equity | 1.48% |
| -- | -- | Mutual Fund | 1.44% |
| PB Fintech Ltd. | Services | Equity | 1.43% |
| Coromandel International Ltd. | Chemicals | Equity | 1.41% |
| Tata Power Company Ltd. | Energy | Equity | 1.40% |
| Embassy Office Parks REIT | Construction | REITs | 1.39% |
| TVS Motor Company Ltd. | Automobile | Equity | 1.32% |
| Tata Steel Ltd. | Metals & Mining | Equity | 1.30% |
| Coforge Ltd. | Technology | Equity | 1.23% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 1.14% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 1.11% |
| Fractal Analytics Ltd. | Technology | Equity | 1.09% |
| Ultratech Cement Ltd. | Construction | Equity | 1.07% |
| Jubilant FoodWorks Ltd. | Services | Equity | 1.02% |
| Interglobe Aviation Ltd. | Services | Equity | 0.99% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 0.98% |
| National Bank For Agriculture & Rural Development | Financial | CD | 0.92% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.89% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.82% |
| Amara Raja Energy & Mobility Ltd | Capital Goods | Equity | 0.80% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.79% |
| Home First Finance Company India Ltd. | Financial | Equity | 0.79% |
| JK Cement Ltd. | Construction | Equity | 0.76% |
| Bajaj Auto Ltd. | Automobile | Equity | 0.76% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 0.74% |
| Brookfield India Real Estate Trust REIT | Construction | REITs | 0.73% |
| UNO Minda Ltd. | Automobile | Equity | 0.68% |
| GOI | Sovereign | GOI Sec | 0.65% |
| Punjab National Bank | Financial | CD | 0.62% |
| National Bank For Agriculture & Rural Development | Financial | CD | 0.61% |
| Crisil Ltd. | Services | Equity | 0.59% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.59% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.55% |
| Prudent Corporate Advisory Services Ltd. | Financial | Equity | 0.53% |
| Indraprastha Gas Ltd. | Energy | Equity | 0.47% |
| Trent Ltd. | Services | Equity | 0.46% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.45% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 0.45% |
| GAIL (India) Ltd. | Energy | Equity | 0.43% |
| Indegene Ltd. | Healthcare | Equity | 0.43% |
| Prestige Estates Projects Ltd. | Construction | Equity | 0.42% |
| Tech Mahindra Ltd. | Technology | Equity | 0.40% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Bonds | 0.40% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 0.39% |
| Bajaj Finance Ltd. | Financial | Debenture | 0.39% |
| GOI | Sovereign | GOI Sec | 0.39% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.39% |
| LIC Housing Finance Ltd. | Financial | Debenture | 0.33% |
| GOI | Sovereign | GOI Sec | 0.33% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.33% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.33% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.33% |
| HDFC Bank Ltd. | Financial | Debenture | 0.33% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 0.33% |
| Power Finance Corporation Ltd. | Financial | NCD | 0.33% |
| LIC Housing Finance Ltd. | Financial | Debenture | 0.33% |
| Shriram Finance Ltd | Financial | Bonds | 0.33% |
| REC Ltd. | Financial | Debenture | 0.33% |
| Muthoot Finance Ltd. | Financial | Debenture | 0.33% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds/NCD | 0.33% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.32% |
| Tata Capital Ltd. | Financial | CP | 0.32% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.32% |
| Small Industries Devp. Bank of India Ltd. | Financial | CP | 0.32% |
| State Bank of India | Financial | Bonds | 0.32% |
| United Spirits Ltd. | Consumer Staples | Equity | 0.31% |
| GOI | Sovereign | GOI Sec | 0.31% |
| GOI | Sovereign | GOI Sec | 0.31% |
| Small Industries Devp. Bank of India Ltd. | Financial | CD | 0.31% |
| GOI | Sovereign | GOI Sec | 0.30% |
| Indian Railway Finance Corporation Ltd. | Financial | Debenture | 0.26% |
| REC Ltd. | Financial | NCD | 0.26% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.26% |
| REC Ltd. | Financial | Debenture | 0.26% |
| The Indian Hotels Company Ltd. | Services | Equity | 0.22% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.20% |
| GOI | Sovereign | GOI Sec | 0.20% |
| Muthoot Finance Ltd. | Financial | Bonds | 0.20% |
| Indian Railway Finance Corporation Ltd. | Financial | Debenture | 0.20% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.20% |
| LIC Housing Finance Ltd. | Financial | Debenture | 0.19% |
| Power Finance Corporation Ltd. | Financial | Bonds/NCD | 0.19% |
| Bajaj Finance Ltd. | Financial | Debenture | 0.19% |
| PNB Housing Finance Ltd. | Financial | Debenture | 0.18% |
| Indian Railway Finance Corporation Ltd. | Financial | Bonds | 0.17% |
| Tamilnadu State | Others | SDL | 0.16% |
| Karnataka State | Others | SDL | 0.13% |
| PNB Housing Finance Ltd. | Financial | Debenture | 0.13% |
| Can Fin Homes Ltd. | Financial | Debenture | 0.13% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.13% |
| REC Ltd. | Financial | Debenture | 0.13% |
| REC Ltd. | Financial | Debenture | 0.13% |
| HDB Financial Services Ltd. | Financial | NCD | 0.13% |
| HDB Financial Services Ltd. | Financial | Debenture | 0.13% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.13% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.13% |
| Kwality Wall's (India) Ltd. | Consumer Staples | Equity | 0.01% |
| Chennai Super Kings Ltd. | Services | Equity | 0.00% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +13.3% | +12.3% | +13.1% | +12.0% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 29 | 27 | -- | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
JM Aggressive Hybrid Fund Direct Growth | +3.32% | +18.92% | 651.98 | |
ICICI Prudential Equity & Debt Fund Direct Growth | +6.98% | +18.63% | 46,700.42 | |
Edelweiss Aggressive Hybrid Fund Direct Growth | +6.56% | +17.52% | 3,308.91 | |
Nippon India Aggressive Hybrid Fund Direct Growth | +6.05% | +14.93% | 3,700.53 | |
Franklin India Aggressive Hybrid Fund Direct Growth | +2.40% | +14.73% | 2,163.53 | |
| Compare | ||||