| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹58,125 | -3.13% | |
| 3 years | ₹1,80,000 | ₹2,20,750 | +22.64% | |
| 5 years | ₹3,00,000 | ₹4,55,846 | +51.95% | |
| 10 years | ₹6,00,000 | ₹12,30,306 | +105.05% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 5.91% |
| ICICI Bank Ltd. | Financial | Equity | 4.41% |
| Infosys Ltd. | Technology | Equity | 3.99% |
| Reliance Industries Ltd. | Energy | Equity | 3.30% |
| ITC Ltd. | Consumer Staples | Equity | 2.93% |
| Vedanta Ltd. | Metals & Mining | Equity | 2.29% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.26% |
| Wipro Ltd. | Technology | Equity | 2.20% |
| GOI | Sovereign | GOI Sec | 1.84% |
| GOI | Sovereign | GOI Sec | 1.84% |
| Indus Towers Ltd. | Communication | Equity | 1.80% |
| GOI | Sovereign | GOI Sec | 1.80% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 1.64% |
| State Bank of India | Financial | Equity | 1.63% |
| Shriram Finance Ltd | Financial | Equity | 1.58% |
| HCL Technologies Ltd. | Technology | Equity | 1.54% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 1.54% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 1.49% |
| GOI | Sovereign | GOI Sec | 1.21% |
| GOI | Sovereign | GOI Sec | 1.19% |
| GOI | Sovereign | GOI Sec | 1.17% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 1.15% |
| Bharti Airtel Ltd. | Communication | Equity | 1.14% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds/NCD | 1.12% |
| Interglobe Aviation Ltd. | Services | Equity | 1.02% |
| NIIT Learning Systems Ltd. | Services | Equity | 0.97% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 0.94% |
| Grasim Industries Ltd. | Construction | Equity | 0.93% |
| Ajanta Pharma Ltd. | Healthcare | Equity | 0.89% |
| Aditya Birla Capital Ltd. | Financial | Equity | 0.85% |
| Life Insurance Corporation of India | Insurance | Equity | 0.84% |
| GOI | Sovereign | GOI Sec | 0.81% |
| Sundaram Finance Ltd. | Financial | Equity | 0.81% |
| Emami Ltd. | Consumer Staples | Equity | 0.81% |
| Glenmark Pharmaceuticals Ltd. | Healthcare | Equity | 0.81% |
| Knowledge Realty Trust | Construction | REITs | 0.80% |
| Indus Infra Trust | Construction | InvITs | 0.78% |
| The Federal Bank Ltd. | Financial | Equity | 0.77% |
| The Great Eastern Shipping Company Ltd. | Energy | Equity | 0.77% |
| HDFC Bank Ltd. | Financial | Debenture | 0.76% |
| Caplin Point Laboratories Ltd. | Healthcare | Equity | 0.75% |
| Max Financial Services Ltd. | Financial | Equity | 0.74% |
| Power Finance Corporation Ltd. | Financial | Bonds | 0.74% |
| Indian Railway Finance Corporation Ltd. | Financial | NCD | 0.74% |
| Coal India Ltd. | Energy | Equity | 0.74% |
| Indusind Bank Ltd. | Financial | Equity | 0.73% |
| GOI | Sovereign | GOI Sec | 0.73% |
| Nippon Life India Asset Management Ltd. | Financial | Equity | 0.72% |
| Nexus Select Trust | Construction | REITs | 0.71% |
| Andhra Pradesh State | Financial | SDL | 0.71% |
| GR Infraprojects Ltd. | Construction | Equity | 0.71% |
| Maharashtra State | Others | SDL | 0.71% |
| The Phoenix Mills Ltd. | Construction | Equity | 0.70% |
| Crompton Greaves Consumer Electricals Ltd. | Consumer Discretionary | Equity | 0.69% |
| Hero Motocorp Ltd. | Automobile | Equity | 0.69% |
| Oil India Ltd. | Energy | Equity | 0.68% |
| Aditya Birla Capital Ltd. | Financial | NCD | 0.67% |
| JK Paper Ltd. | Consumer Staples | Equity | 0.65% |
| Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) | Communication | PPE | 0.61% |
| Petronet LNG Ltd. | Energy | Equity | 0.60% |
| IRB InvIT Fund | Construction | InvITs | 0.58% |
| Marksans Pharma Ltd. | Healthcare | Equity | 0.58% |
| Mindspace Business Parks REIT | Construction | REITs | 0.56% |
| Mahindra Holidays & Resorts India Ltd. | Services | Equity | 0.56% |
| Motilal Oswal Financial Services Ltd. | Financial | Equity | 0.55% |
| GHCL Ltd. | Chemicals | Equity | 0.53% |
| Indian Bank | Financial | Equity | 0.48% |
| Maharashtra State | Others | SDL | 0.48% |
| Indiamart Intermesh Ltd. | Services | Equity | 0.47% |
| Tips Music Ltd. | Services | Equity | 0.47% |
| Indo Count Industries Ltd. | Textiles | Equity | 0.47% |
| Bajaj Auto Ltd. | Automobile | Equity | 0.46% |
| Raymond Lifestyle Ltd. | Consumer Staples | Equity | 0.45% |
| Mphasis Ltd. | Technology | Equity | 0.45% |
| DCM Shriram Ltd. | Chemicals | Equity | 0.44% |
| UPL Ltd. | Chemicals | Equity | 0.42% |
| S.P. Apparels Ltd. | Textiles | Equity | 0.41% |
| Tata Motors Ltd. | Automobile | Equity | 0.40% |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 0.40% |
| ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 0.38% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 0.38% |
| Indian Railway Finance Corporation Ltd. | Financial | NCD | 0.38% |
| Indian Railway Finance Corporation Ltd. | Financial | NCD | 0.38% |
| LIC Housing Finance Ltd. | Financial | Debenture | 0.38% |
| Aditya Birla Housing Finance Ltd. | Financial | NCD | 0.37% |
| Export-Import Bank Of India | Financial | Bonds | 0.37% |
| Axis Finance Ltd. | Financial | NCD | 0.37% |
| Bajaj Finance Ltd. | Financial | Debenture | 0.37% |
| Jio Credit Ltd. | Financial | Debenture | 0.37% |
| Poonawalla Fincorp Ltd. | Financial | NCD | 0.37% |
| Bajaj Finance Ltd. | Financial | Debenture | 0.37% |
| Telangana State | Financial | SDL | 0.37% |
| Chhattisgarh State | Others | SDL | 0.37% |
| Rajasthan State | Others | SDL | 0.37% |
| Rajasthan State | Others | SDL | 0.36% |
| Andhra Pradesh State | Financial | SDL | 0.36% |
| Maharashtra State | Others | SDL | 0.36% |
| Tamilnadu State | Others | SDL | 0.36% |
| Maharashtra State | Others | SDL | 0.35% |
| Rossari Biotech Ltd. | Chemicals | Equity | 0.31% |
| India Universal Trust AL1 | Others | Sec. Debt | 0.30% |
| Shivalik Bimetal Controls Ltd. | Capital Goods | Equity | 0.30% |
| Biocon Ltd. | Healthcare | Equity | 0.30% |
| Axis Finance Ltd. | Financial | NCD | 0.23% |
| Haryana State | Others | SDL | 0.13% |
| Piramal Finance Ltd. | Financial | Debenture | 0.12% |
| Axis Bank Ltd. | Financial | CD | 0.12% |
| Tamilnadu State | Others | SDL | 0.12% |
| UTI Nifty 10 yr Benchmark G-Sec ETF - Growth | NA | Mutual Fund | 0.04% |
| UTI Nifty 5 yr Benchmark G-Sec ETF - Growth | NA | Mutual Fund | 0.04% |
| Kerala State | Others | SDL | 0.03% |
| Clearing Corporation of India | Others | CP | 0.03% |
| Power Finance Corporation Ltd. | Financial | Bonds | 0.01% |
| GOI | Sovereign | GOI Sec | 0.01% |
| Maharashtra State | Others | SDL | 0.01% |
| Rajasthan State | Others | SDL | 0.00% |
| Yes Bank Ltd. | Financial | Bonds | NA |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +16.7% | +16.5% | +13.9% | +13.2% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 12 | 9 | 10 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
JM Aggressive Hybrid Fund Direct Growth | +2.80% | +19.58% | 785.33 | |
ICICI Prudential Equity & Debt Fund Direct Growth | +13.09% | +19.35% | 49,640.80 | |
Edelweiss Aggressive Hybrid Fund Direct Growth | +8.36% | +17.93% | 3,480.41 | |
Nippon India Aggressive Hybrid Fund Direct Growth | +8.81% | +15.50% | 4,102.00 | |
Franklin India Aggressive Hybrid Fund Direct Growth | +6.04% | +14.99% | 2,379.64 | |
| Compare | ||||