| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,047 | +1.75% | |
| 3 years | ₹1,80,000 | ₹2,05,812 | +14.34% | |
| 5 years | ₹3,00,000 | ₹3,92,824 | +30.94% | |
| 10 years | ₹6,00,000 | ₹11,56,721 | +92.79% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 7.26% |
| ICICI Bank Ltd. | Financial | Equity | 4.82% |
| Reliance Industries Ltd. | Energy | Equity | 3.76% |
| Bharti Airtel Ltd. | Communication | Equity | 3.66% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.44% |
| GOI | Sovereign | GOI Sec | 3.22% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.77% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.57% |
| Bajaj Finance Ltd. | Financial | Equity | 2.11% |
| HCL Technologies Ltd. | Technology | Equity | 2.08% |
| State Bank of India | Financial | Equity | 1.79% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 1.78% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.69% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.61% |
| GOI | Sovereign | GOI Sec | 1.60% |
| Coromandel International Ltd. | Chemicals | Equity | 1.56% |
| Embassy Office Parks REIT | Construction | REITs | 1.39% |
| NA | NA | Mutual Fund | 1.38% |
| PB Fintech Ltd. | Services | Equity | 1.36% |
| Cummins India Ltd. | Capital Goods | Equity | 1.30% |
| Power Finance Corporation Ltd. | Financial | Equity | 1.29% |
| Infosys Ltd. | Technology | Equity | 1.28% |
| TVS Motor Company Ltd. | Automobile | Equity | 1.21% |
| BSE Ltd. | Services | Equity | 1.18% |
| Ultratech Cement Ltd. | Construction | Equity | 1.17% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 1.12% |
| Jubilant FoodWorks Ltd. | Services | Equity | 1.12% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 1.08% |
| Interglobe Aviation Ltd. | Services | Equity | 1.04% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 1.02% |
| Amara Raja Energy & Mobility Ltd | Capital Goods | Equity | 0.96% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 0.89% |
| Tata Power Company Ltd. | Energy | Equity | 0.86% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 0.82% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.81% |
| Home First Finance Company India Ltd. | Financial | Equity | 0.79% |
| JK Cement Ltd. | Construction | Equity | 0.77% |
| Bajaj Auto Ltd. | Automobile | Equity | 0.77% |
| Brookfield India Real Estate Trust REIT | Construction | REITs | 0.77% |
| Coforge Ltd. | Technology | Equity | 0.73% |
| UNO Minda Ltd. | Automobile | Equity | 0.73% |
| Crisil Ltd. | Services | Equity | 0.71% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.69% |
| GOI | Sovereign | GOI Sec | 0.64% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.63% |
| GOI | Sovereign | GOI Sec | 0.63% |
| National Bank For Agriculture & Rural Development | Financial | CD | 0.63% |
| ICICI Securities Ltd. | Financial | CP | 0.63% |
| Axis Bank Ltd. | Financial | CD | 0.63% |
| Punjab National Bank | Financial | CD | 0.63% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.60% |
| Prudent Corporate Advisory Services Ltd. | Financial | Equity | 0.56% |
| United Spirits Ltd. | Consumer Staples | Equity | 0.56% |
| Pidilite Industries Ltd. | Chemicals | Equity | 0.56% |
| Indraprastha Gas Ltd. | Energy | Equity | 0.56% |
| Prestige Estates Projects Ltd. | Construction | Equity | 0.53% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.48% |
| Indegene Ltd. | Healthcare | Equity | 0.46% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.44% |
| GAIL (India) Ltd. | Energy | Equity | 0.44% |
| Trent Ltd. | Services | Equity | 0.44% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 0.43% |
| Tech Mahindra Ltd. | Technology | Equity | 0.41% |
| GOI | Sovereign | GOI Sec | 0.39% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Bonds | 0.39% |
| Bajaj Finance Ltd. | Financial | Debenture | 0.38% |
| GOI | Sovereign | GOI Sec | 0.32% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.32% |
| LIC Housing Finance Ltd. | Financial | Debenture | 0.32% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.32% |
| Power Finance Corporation Ltd. | Financial | NCD | 0.32% |
| HDFC Bank Ltd. | Financial | Debenture | 0.32% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 0.32% |
| LIC Housing Finance Ltd. | Financial | Debenture | 0.32% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.32% |
| REC Ltd. | Financial | Debenture | 0.32% |
| Shriram Finance Ltd | Financial | Bonds | 0.32% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds/NCD | 0.32% |
| Muthoot Finance Ltd. | Financial | Debenture | 0.32% |
| GOI | Sovereign | GOI Sec | 0.31% |
| SBICAP Securities Ltd. | Financial | CP | 0.31% |
| State Bank of India | Financial | Bonds | 0.31% |
| GOI | Sovereign | GOI Sec | 0.31% |
| Small Industries Devp. Bank of India Ltd. | Financial | CP | 0.31% |
| Indian Bank | Financial | CD | 0.31% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.26% |
| The Indian Hotels Company Ltd. | Services | Equity | 0.25% |
| Indian Railway Finance Corporation Ltd. | Financial | Debenture | 0.25% |
| REC Ltd. | Financial | Debenture | 0.25% |
| GOI | Sovereign | GOI Sec | 0.19% |
| Indian Railway Finance Corporation Ltd. | Financial | Debenture | 0.19% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.19% |
| GOI | Sovereign | GOI Sec | 0.19% |
| Muthoot Finance Ltd. | Financial | Bonds | 0.19% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.19% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 0.19% |
| Power Finance Corporation Ltd. | Financial | Bonds/NCD | 0.19% |
| LIC Housing Finance Ltd. | Financial | Debenture | 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% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.13% |
| Can Fin Homes Ltd. | Financial | Debenture | 0.13% |
| HDB Financial Services Ltd. | Financial | NCD | 0.13% |
| REC Ltd. | Financial | Debenture | 0.13% |
| REC Ltd. | Financial | Debenture | 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 | 0.12% |
| Axis Bank Ltd. | Financial | CD | 0.06% |
| Kwality Wall's (India) Ltd. | Consumer Staples | Equity | 0.02% |
| Chennai Super Kings Ltd. | Services | Equity | 0.00% |
| Bajaj Finance Ltd. | Financial | Futures | -0.66% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +14.7% | +12.9% | +14.2% | +12.3% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 30 | 25 | -- | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Equity & Debt Fund Direct Growth | +17.77% | +20.23% | 49,256.66 | |
JM Aggressive Hybrid Fund Direct Growth | +8.92% | +19.40% | 753.46 | |
Edelweiss Aggressive Hybrid Fund Direct Growth | +15.17% | +18.84% | 3,453.04 | |
Nippon India Aggressive Hybrid Fund Direct Growth | +15.69% | +16.86% | 4,024.55 | |
Franklin India Aggressive Hybrid Fund Direct Growth | +11.53% | +16.10% | 2,340.81 | |
| Compare | ||||