Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Abs. Returns |
---|---|---|---|---|
One Week | 2025-06-05 | ₹1,000.00 | ₹1,002.89 |
0.29 %
|
Two Week | 2025-05-28 | ₹1,000.00 | ₹1,010.31 |
1.03 %
|
1 Month | 2025-05-13 | ₹1,000.00 | ₹1,025.01 |
2.50 %
|
Three Months | 2025-03-17 | ₹3,000.00 | ₹3,179.32 |
5.98 %
|
Six Months | 2024-12-16 | ₹6,000.00 | ₹6,332.00 |
5.53 %
|
One Year | 2024-06-12 | ₹12,000.00 | ₹12,481.52 |
4.01 %
|
Three Year | 2022-06-13 | ₹36,000.00 | ₹44,878.03 |
24.66 %
|
Five Year | 2020-06-15 | ₹60,000.00 | ₹85,348.26 |
42.25 %
|
Ten Year | 2015-06-15 | ₹120,000.00 | ₹221,920.55 |
84.93 %
|
Since Inception | 2000-01-03 | ₹310,000.00 | ₹2,788,752.50 |
799.60 %
|
Company Name | Sector | Sector Type | Nav(in %) |
---|---|---|---|
HDFC Bank Limited | Banking | Equity | 3.93 |
ICICI Bank Limited | Banking | Equity | 2.86 |
Infosys Limited | IT Services | Equity | 2.78 |
Mahindra & Mahindra Limited | Automobile | Equity | 2.73 |
Titagarh Rail Systems Ltd | Infrastructure | Equity | 2.65 |
Hindalco Industries Limited | Metals | Equity | 2.60 |
LIC Housing Finance Limited | Finance | Equity | 2.45 |
Larsen & Toubro Limited | Construction | Equity | 2.43 |
REC Limited | Finance | Equity | 2.26 |
Housing & Urban Development Corporation Limited | Infrastructure | Equity | 2.23 |
Voltas Limited | Consumer Durables | Equity | 2.17 |
Suzlon Energy Limited | Energy | Equity | 2.08 |
Signatureglobal (India) Limited | Real Estate | Equity | 2.07 |
Biocon Limited | Pharmaceuticals | Equity | 2.05 |
Tata Motors Limited | Automobile | Equity | 2.02 |
Samhi Hotels Limited | Hospitality | Equity | 2.02 |
State Bank of India | Banking | Equity | 1.97 |
Kalpataru Projects International Ltd. | Infrastructure | Equity | 1.91 |
Sterling and Wilson Renewable Energy Limited | Energy | Equity | 1.91 |
Oil India Limited | Energy | Equity | 1.90 |
Amber Enterprises India Limited | Consumer Durables | Equity | 1.86 |
Hindustan Petroleum Corporation Limited | Energy | Equity | 1.84 |
Restaurant Brands Asia Limited | Consumer Services | Equity | 1.81 |
Bharat Forge Limited | Automobile | Equity | 1.79 |
Grasim Industries Limited | Textiles | Equity | 1.75 |
Other Equity Stocks | Various | Equity | 43.35 |
HDFC Bank Limited | Banking | Equity | 17.76 |
ICICI Bank Limited | Banking | Equity | 14.40 |
State Bank of India | Banking | Equity | 8.79 |
Axis Bank Limited | Banking | Equity | 8.45 |
Kotak Mahindra Bank Limited | Banking | Equity | 3.82 |
ICICI Prudential Life Insurance Company Limited | Insurance | Equity | 2.62 |
Shriram Finance Limited | Finance | Equity | 2.27 |
SBI Life Insurance Company Limited | Insurance | Equity | 2.15 |
RBL Bank Limited | Banking | Equity | 2.13 |
Max Financial Services Limited | Insurance | Equity | 2.07 |
Power Finance Corporation Limited | Finance | Equity | 2.07 |
Muthoot Finance Limited | Finance | Equity | 2.05 |
L&T Finance Limited | Finance | Equity | 2.04 |
The Federal Bank Limited | Banking | Equity | 2.01 |
Aditya Birla Capital Limited | Finance | Equity | 1.94 |
City Union Bank Limited | Banking | Equity | 1.85 |
ICICI Securities Limited | Finance | Equity | 1.84 |
Karur Vysya Bank Limited | Banking | Equity | 1.76 |
Cholamandalam Investment and Finance Company Ltd | Finance | Equity | 1.75 |
Bajaj Finance Limited | Finance | Equity | 1.64 |
PB Fintech Limited | Finance | Equity | 1.60 |
Multi Commodity Exchange of India Limited | Finance | Equity | 1.59 |
Indian Energy Exchange Limited | Energy | Equity | 1.57 |
REC Limited | Finance | Equity | 1.32 |
PNB Housing Finance Limited | Finance | Equity | 1.23 |
Go Digit General Insurance Limited | Insurance | Equity | 1.17 |
Suryoday Small Finance Bank Limited | Banking | Equity | 1.16 |
India Shelter Finance Corporation Limited | Finance | Equity | 1.05 |
LIC Housing Finance Limited | Finance | Equity | 1.00 |
Manappuram Finance Limited | Finance | Equity | 0.98 |
Jio Financial Services Limited | Finance | Equity | 0.91 |
Jana Small Finance Bank Limited | Banking | Equity | 0.73 |
HDFC Bank Ltd | Banks | equity | 6.9 |
Reliance Industries Ltd | Diversified Metals | equity | 5.9 |
ICICI Bank Ltd | Banks | equity | 4.7 |
Infosys Ltd | IT - Software | equity | 3.7 |
Bharti Airtel Ltd | Telecom - Services | equity | 2.5 |
Kotak Mahindra Bank Ltd | Banks | equity | 2.3 |
Kalyan Jewellers India Ltd | Retail | equity | 2.2 |
Larsen & Toubro Ltd | Construction | equity | 2.1 |
Axis Bank Ltd | Banks | equity | 1.8 |
State Bank of India | Banks | equity | 1.8 |
Embassy Office Parks | REIT & InvIT | equity | 1.6 |
Bank of Baroda | Banks | equity | 1.5 |
Zydus Lifesciences Ltd | Pharmaceuticals & Biotechnology | equity | 1.4 |
Tata Consultancy Services Ltd | IT - Software | equity | 1.4 |
Canara Bank | Banks | equity | 1.4 |
Tata Motors Ltd - DVR | Automobiles | equity | 1.4 |
Shriram Finance Ltd | Finance | equity | 1.3 |
Cipla Ltd | Pharmaceuticals & Biotechnology | equity | 1.3 |
Tube Investments of India Ltd | Industrial Products | equity | 1.2 |
Tata Motors Ltd | Automobiles | equity | 1.2 |
HCL Technologies Ltd | IT - Software | equity | 1.1 |
Tech Mahindra Ltd | IT - Software | equity | 1.1 |
NTPC LTD | Power | equity | 1.1 |
Sun Pharmaceutical Industries Ltd | Pharmaceuticals & Biotechnology | equity | 1.0 |
Bajaj Auto Ltd | Automobiles | equity | 1.0 |
United Spirits Ltd | Beverages | equity | 1.0 |
Computer Age Management Services Ltd | Finance | equity | 1.0 |
IndusInd Bank Ltd | Banks | equity | 0.9 |
TATA Consumer Products Ltd | Diversified FMCG | equity | 0.9 |
Tata Steel Ltd | Ferrous Metals | equity | 0.9 |
Varun Beverages Ltd | Beverages | equity | 0.9 |
Ultratech Cement Ltd | Cement & Cement Products | equity | 0.9 |
Dr. Reddys Laboratories Ltd | Pharmaceuticals & Biotechnology | equity | 0.8 |
Apollo Tyres Ltd | Automobiles | equity | 0.8 |
GAIL Ltd | Gas | equity | 0.8 |
Bajaj Finserv Ltd | Finance | equity | 0.8 |
Bajaj Finance Ltd | Finance | equity | 0.7 |
Coromandel International Ltd | Fertilizers & Agrochemicals | equity | 0.7 |
Maruti Suzuki India Ltd | Automobiles | equity | 0.7 |
Grindwell Norton Ltd | Industrial Products | equity | 0.7 |
Polycab India Ltd | Consumer Durables | equity | 0.7 |
India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.
Lock-in times for various investment types
Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.
There are two different types of residual maturity.
Scheme Name | 1Y Return | 3Y Return | SI Return |
---|---|---|---|
Kotak Equity Hybrid Fund - Regular Plan - Growth |
9.84%
|
26.88%
|
12.35%
|
Franklin India Equity Hybrid Fund - Growth |
9.72%
|
28.78%
|
13.58%
|
NIPPON INDIA EQUITY HYBRID FUND - GROWTH |
9.72%
|
29.32%
|
12.41%
|
LIC MF Aggressive Hybrid Fund - Regular Plan - Growth |
8.99%
|
24.58%
|
10.42%
|
Union Aggressive Hybrid Fund - Regular Plan - Growth |
8.96%
|
24.49%
|
13.89%
|
Navi Aggressive Hybrid Fund - Regular Plan - Growth |
8.85%
|
23.22%
|
10.32%
|
BARODA BNP PARIBAS AGGRESSIVE HYBRID FUND - REGULAR PLAN - GROWTH |
7.92%
|
27.18%
|
13.28%
|
Tata Hybrid Equity Fund - Regular Plan - Growth |
6.91%
|
24.05%
|
12.73%
|
HSBC Aggressive Hybrid Fund - Regular Plan - Growth |
5.21%
|
26.49%
|
12.44%
|
Groww Aggressive Hybrid Fund - Regular Plan - Growth |
4.57%
|
23.26%
|
11.78%
|
Scheme Name | 1Y Return | 3Y Return | SI Return |
---|---|---|---|
Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund - Regular Plan - Growth |
9.90%
|
11.51%
|
8.75%
|
Aditya Birla Sun Life India Reforms Fund - Growth-Regular Plan |
9.88%
|
18.78%
|
8.95%
|
Aditya Birla Sun Life Short Term Fund-Institutional Growth |
9.85%
|
15.88%
|
8.20%
|
Aditya Birla Sun Life Midcap Fund -PLAN - Regular Plan - Growth |
9.74%
|
35.06%
|
21.06%
|
Aditya Birla Sun Life Banking & PSU Debt Fund - Retail Plan - Growth |
9.55%
|
11.54%
|
8.33%
|
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan - Growth |
9.55%
|
11.54%
|
8.39%
|
Aditya Birla Sun Life Equity Hybrid '95 Fund - Regular Plan - Growth |
9.39%
|
23.48%
|
13.49%
|
Aditya Birla Sun Life Short Term Fund - Regular Plan - Growth |
9.34%
|
11.60%
|
7.31%
|
Aditya Birla Sun Life Nifty SDL Sep 2027 Index Fund - Regular Plan - Growth |
9.29%
|
9.44%
|
8.58%
|
Aditya Birla Sun Life Active Debt Multi-Manager FoF - Regular Plan - Growth |
9.20%
|
11.33%
|
6.64%
|
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