| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹29,263 | -2.46% | |
| 1 year | ₹60,000 | ₹58,460 | -2.57% | |
| 3 years | ₹1,80,000 | ₹1,95,549 | +8.64% | |
| 5 years | ₹3,00,000 | ₹3,71,479 | +23.83% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 8.26% |
| HDFC Bank Ltd. | Financial | Equity | 4.60% |
| Bharti Airtel Ltd. | Communication | Equity | 4.15% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.72% |
| Axis Bank Ltd. | Financial | Equity | 3.68% |
| Infosys Ltd. | Technology | Equity | 3.56% |
| State Bank of India | Financial | Equity | 3.23% |
| TVS Motor Company Ltd. | Automobile | Equity | 2.78% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 2.75% |
| Bajaj Finance Ltd. | Financial | Equity | 2.43% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 2.38% |
| AU Small Finance Bank Ltd. | Financial | Equity | 2.33% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.24% |
| Tata Consultancy Services Ltd. | Technology | Equity | 2.19% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 2.14% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 2.13% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 2.04% |
| Shriram Finance Ltd | Financial | Equity | 2.02% |
| Eternal Ltd. | Services | Equity | 1.96% |
| Hero Motocorp Ltd. | Automobile | Equity | 1.95% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 1.82% |
| V-Mart Retail Ltd. | Services | Equity | 1.80% |
| JK Cement Ltd. | Construction | Equity | 1.78% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 1.75% |
| Avenue Supermarts Ltd. | Services | Equity | 1.74% |
| LTM Limited | Technology | Equity | 1.74% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 1.69% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 1.55% |
| Aditya Birla Lifestyle Brands Ltd. | Services | Equity | 1.47% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 1.46% |
| Indus Towers Ltd. | Communication | Equity | 1.45% |
| RBL Bank Ltd. | Financial | Equity | 1.34% |
| Voltas Ltd. | Consumer Discretionary | Equity | 1.26% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 1.21% |
| Mankind Pharma Ltd. | Healthcare | Equity | 1.19% |
| HCL Technologies Ltd. | Technology | Equity | 1.19% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Equity | 1.18% |
| Indusind Bank Ltd. | Financial | Equity | 1.13% |
| PNB Housing Finance Ltd. | Financial | Equity | 1.07% |
| Schaeffler India Ltd. | Capital Goods | Equity | 1.06% |
| Page Industries Ltd. | Textiles | Equity | 0.97% |
| Coforge Ltd. | Technology | Equity | 0.95% |
| Godrej Consumer Products Ltd. | Consumer Staples | Equity | 0.94% |
| Tech Mahindra Ltd. | Technology | Equity | 0.93% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.93% |
| MAS Financial Services Ltd. | Financial | Equity | 0.82% |
| Lupin Ltd. | Healthcare | Equity | 0.81% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 0.80% |
| Dalmia Bharat Ltd. | Construction | Equity | 0.67% |
| Cipla Ltd. | Healthcare | Equity | 0.62% |
| Pitti Engineering Ltd. | Capital Goods | Equity | 0.57% |
| Whirlpool Of India Ltd. | Consumer Discretionary | Equity | 0.41% |
| Interglobe Aviation Ltd. | Services | Equity | 0.36% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.04% |
| Kwality Wall's (India) Ltd. | Consumer Staples | Equity | 0.03% |
| Meesho Ltd. | Services | Equity | 0.02% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | -0.2% | +13.5% | +11.8% | +12.0% |
| Category average (Equity Thematic) | +4.1% | +14.2% | +13.9% | -- |
| Rank (Equity Thematic) | 2 | 3 | 3 | -- |