This tool suggests funds you can invest in. If you want to invest for a short period of time, the tool recommends debt funds. These funds lower return with lower risk, and protect you against short-term market volatility. As you increase the duration of your investment, the tool includes recommendations from equity, hybrid and longer term debt funds. These funds can offer higher return but at higher risk. The final list shown to you is selected based on the funds’ historic performance over 1M to 3Y periods and ability to generate better risk adjusted performance. For shorter period recommendations, higher weightage is given to smaller duration returns and higher period recommendations, higher weightage is given to longer duration returns. The final funds are selected basis historic performance over year(s) and better risk adjusted performance.
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Investment Planning For:
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Edelweiss Govt Securities Fund - Dir (Div-F)
| Period Invested For23 | 1D | 1W | 1M | 3M | 1Y |
|---|---|---|---|---|---|
| Today's Value(₹) | 1,000.00 | 999.88 | 993.88 | 1,220.43 | 0.00 |
HIGHEST WEALTH CREATING FUNDS (SIP)
| Large Cap Fund | NAV (₹) | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|---|
| HDFC Top 100 Fund - Direct (G) | 1,248.36 | 26.36 | 26.13 | 25.04 |
| HDFC Top 100 Fund (G) | 1,159.68 | 25.61 | 25.40 | 24.32 |
| Franklin India Bluechip Fund - Direct (G) | 1,132.21 | 32.94 | 23.01 | 21.74 |
| Franklin India Bluechip Fund - (G) | 1,028.55 | 31.86 | 22.00 | 20.77 |
| Kotak Bluechip Fund - Direct (G) | 652.19 | 31.48 | 24.56 | 23.24 |
| Long Duration Fund | NAV (₹) | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|---|
| AXIS Long Duration Fund - Direct (G) | 1,196.09 | 13.77 | 0.00 | 0.00 |
| AXIS Long Duration Fund - Direct (IDCW-A) | 1,190.42 | 13.76 | 0.00 | 0.00 |
| AXIS Long Duration Fund - Regular (G) | 1,186.25 | 13.32 | 0.00 | 0.00 |
| AXIS Long Duration Fund - Regular (IDCW-A) | 1,180.67 | 13.32 | 0.00 | 0.00 |
| AXIS Long Duration Fund - Direct (IDCW-Q) | 1,177.03 | 15.12 | 0.00 | 0.00 |
| Aggressive Hybrid Fund | NAV (₹) | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|---|
| Aditya Birla SL Equity Hybrid '95 Fund-Direct (G) | 1,686.54 | 27.74 | 20.57 | 19.18 |
| Aditya Birla SL Equity Hybrid '95 Fund (G) | 1,514.71 | 26.75 | 19.65 | 18.26 |
| Tata Hybrid Equity Fund - Direct (G) | 493.56 | 25.03 | 20.04 | 19.50 |
| Quant Absolute Fund - Direct (G) | 465.50 | 21.64 | 22.85 | 26.82 |
| Tata Hybrid Equity Fund - Regular (G) | 442.80 | 23.84 | 18.92 | 18.36 |
| ELSS | NAV (₹) | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|---|
| Franklin India ELSS Tax Saver Fund - Direct (G) | 1,662.09 | 35.20 | 30.44 | 28.36 |
| Franklin India ELSS Tax Saver Fund - Regular (G) | 1,499.79 | 34.13 | 29.41 | 27.31 |
| HDFC ELSS Tax Saver Fund - Direct (G) | 1,480.68 | 37.22 | 32.62 | 29.83 |
| HDFC ELSS Tax Saver Fund (G) | 1,377.66 | 36.37 | 31.84 | 29.06 |
| ICICI Pru ELSS Tax Saver Fund - Direct (G) | 1,032.61 | 34.92 | 25.76 | 24.53 |
TOP PERFORMING FUNDS
| Large Cap Fund | NAV (₹) | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|---|
| HDFC Top 100 Fund - Direct (G) | 1,248.36 | 34.22 | 18.83 | 20.80 |
| HDFC Top 100 Fund (G) | 1,159.68 | 33.44 | 18.13 | 20.09 |
| Franklin India Bluechip Fund - Direct (G) | 1,132.21 | 35.49 | 13.81 | 19.75 |
| Franklin India Bluechip Fund - (G) | 1,028.55 | 34.39 | 12.88 | 18.81 |
| Kotak Bluechip Fund - Direct (G) | 652.19 | 35.76 | 15.42 | 21.33 |
| Long Duration Fund | NAV (₹) | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|---|
| AXIS Long Duration Fund - Direct (G) | 1,196.09 | 14.13 | 0.00 | 0.00 |
| AXIS Long Duration Fund - Direct (IDCW-A) | 1,190.42 | 14.12 | 0.00 | 0.00 |
| AXIS Long Duration Fund - Regular (G) | 1,186.25 | 13.67 | 0.00 | 0.00 |
| AXIS Long Duration Fund - Regular (IDCW-A) | 1,180.67 | 13.68 | 0.00 | 0.00 |
| AXIS Long Duration Fund - Direct (IDCW-Q) | 1,177.03 | 14.86 | 0.00 | 0.00 |
| Aggressive Hybrid Fund | NAV (₹) | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|---|
| Aditya Birla SL Equity Hybrid '95 Fund-Direct (G) | 1,686.54 | 29.99 | 12.19 | 16.67 |
| Aditya Birla SL Equity Hybrid '95 Fund (G) | 1,514.71 | 28.98 | 11.31 | 15.75 |
| Tata Hybrid Equity Fund - Direct (G) | 493.56 | 27.97 | 14.10 | 17.51 |
| Quant Absolute Fund - Direct (G) | 465.50 | 36.13 | 18.49 | 28.04 |
| ELSS | NAV(₹) | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|---|
| Franklin India ELSS Tax Saver Fund - Direct (G) | 1,662.09 | 41.85 | 20.76 | 23.37 |
| Franklin India ELSS Tax Saver Fund - Regular (G) | 1,499.79 | 40.75 | 19.77 | 22.31 |
| HDFC ELSS Tax Saver Fund - Direct (G) | 1,480.68 | 45.38 | 23.66 | 23.99 |
| HDFC ELSS Tax Saver Fund (G) | 1,377.66 | 44.50 | 22.91 | 23.25 |
| ICICI Pru ELSS Tax Saver Fund - Direct (G) | 1,032.61 | 37.82 | 16.19 | 22.14 |
