| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹30,179 | +0.60% | |
| 1 year | ₹60,000 | ₹59,473 | -0.88% | |
| 3 years | ₹1,80,000 | ₹1,92,457 | +6.92% | |
| 5 years | ₹3,00,000 | ₹3,69,169 | +23.06% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd | Financial | Equity | 9.28% |
| HDFC Bank Ltd | Financial | Equity | 4.12% |
| Bharti Airtel Ltd | Technology | Equity | 3.89% |
| Axis Bank Ltd | Financial | Equity | 3.69% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 3.43% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 3.38% |
| State Bank of India | Financial | Equity | 3.13% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 3.11% |
| Infosys Ltd | Technology | Equity | 2.83% |
| Bajaj Finance Ltd | Financial | Equity | 2.67% |
| Hindalco Industries Ltd | Materials | Equity | 2.63% |
| Zomato Ltd | Technology | Equity | 2.55% |
| V-Mart Retail Ltd | Consumer Discretionary | Equity | 2.42% |
| Samvardhana Motherson International Ltd | Consumer Discretionary | Equity | 2.41% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 2.33% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 2.32% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 2.32% |
| AU Small Finance Bank Ltd | Financial | Equity | 2.03% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 1.82% |
| LTIMindtree Ltd | Technology | Equity | 1.80% |
| Titan Company Ltd | Consumer Discretionary | Equity | 1.76% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 1.73% |
| JK Cement Ltd | Materials | Equity | 1.69% |
| Coforge Ltd | Technology | Equity | 1.54% |
| Tata Consultancy Services Ltd | Technology | Equity | 1.53% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 1.52% |
| RBL Bank Ltd | Financial | Equity | 1.48% |
| Avenue Supermarts Ltd | Consumer Staples | Equity | 1.44% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 1.40% |
| Varun Beverages Ltd | Consumer Staples | Equity | 1.38% |
| Indus Towers Ltd | Technology | Equity | 1.34% |
| ICICI Lombard General Insurance Company Ltd | Financial | Equity | 1.29% |
| Tata Consumer Products Ltd | Consumer Staples | Equity | 1.29% |
| Mankind Pharma Ltd. | Healthcare | Equity | 1.25% |
| Indusind Bank Ltd | Financial | Equity | 1.23% |
| Aditya Birla Lifestyle Brands Ltd | Consumer Discretionary | Equity | 1.21% |
| PNB Housing Finance Ltd | Financial | Equity | 1.15% |
| Repo | Unspecified | Repo | 1.12% |
| Britannia Industries Ltd | Consumer Staples | Equity | 1.09% |
| HCL Technologies Ltd | Technology | Equity | 1.05% |
| Voltas Ltd | Industrials | Equity | 1.03% |
| Tech Mahindra Ltd | Technology | Equity | 1.01% |
| Schaeffler India Ltd | Industrials | Equity | 1.00% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 1.00% |
| Page Industries Ltd | Consumer Discretionary | Equity | 0.93% |
| Godrej Consumer Products Ltd | Consumer Staples | Equity | 0.78% |
| Lupin Ltd | Healthcare | Equity | 0.76% |
| SBI Life Insurance Company Ltd | Financial | Equity | 0.75% |
| Mas Financial Services Ltd | Financial | Equity | 0.72% |
| Cipla Ltd | Healthcare | Equity | 0.66% |
| Dalmia Bharat Ltd | Materials | Equity | 0.64% |
| Pitti Engineering Ltd | Industrials | Equity | 0.63% |
| Interglobe Aviation Ltd | Industrials | Equity | 0.43% |
| Cash Margin | Unspecified | Cash Margin | 0.09% |
| TVS Motor Company Ltd - Pref. Shares | Consumer Discretionary | Preference Shares | 0.04% |
| Meesho Ltd. | Consumer Discretionary | Equity | 0.02% |
| Net Payables | Unspecified | Net Payables | -0.12% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | -1.6% | +9.7% | +7.0% | +11.8% |
| Category average (Equity Thematic) | -3.1% | +9.2% | +8.3% | +13.9% |
| Rank (Equity Thematic) | 2 | 3 | 6 | -- |