| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹31,167 | +3.89% | |
| 1 year | ₹60,000 | ₹61,801 | +3.00% | |
| 3 years | ₹1,80,000 | ₹2,01,687 | +12.05% | |
| 5 years | ₹3,00,000 | ₹3,85,626 | +28.54% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd | Financial | Equity | 9.10% |
| HDFC Bank Ltd | Financial | Equity | 4.32% |
| Bharti Airtel Ltd | Technology | Equity | 4.21% |
| Axis Bank Ltd | Financial | Equity | 3.46% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 3.33% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 3.17% |
| State Bank of India | Financial | Equity | 3.01% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 2.92% |
| Bajaj Finance Ltd | Financial | Equity | 2.87% |
| Infosys Ltd | Technology | Equity | 2.80% |
| Hindalco Industries Ltd | Materials | Equity | 2.50% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 2.39% |
| Zomato Ltd | Technology | Equity | 2.33% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 2.32% |
| V-Mart Retail Ltd | Consumer Discretionary | Equity | 2.21% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 2.19% |
| Samvardhana Motherson International Ltd | Consumer Discretionary | Equity | 2.12% |
| AU Small Finance Bank Ltd | Financial | Equity | 1.94% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 1.93% |
| JK Cement Ltd | Materials | Equity | 1.78% |
| Repo | Unspecified | Repo | 1.78% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 1.74% |
| LTIMindtree Ltd | Technology | Equity | 1.72% |
| Titan Company Ltd | Consumer Discretionary | Equity | 1.67% |
| Varun Beverages Ltd | Consumer Staples | Equity | 1.52% |
| Tata Consultancy Services Ltd | Technology | Equity | 1.50% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 1.49% |
| RBL Bank Ltd | Financial | Equity | 1.45% |
| Avenue Supermarts Ltd | Consumer Staples | Equity | 1.44% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 1.40% |
| Indus Towers Ltd | Technology | Equity | 1.34% |
| Tata Consumer Products Ltd | Consumer Staples | Equity | 1.34% |
| ICICI Lombard General Insurance Company Ltd | Financial | Equity | 1.33% |
| Coforge Ltd | Technology | Equity | 1.33% |
| Aditya Birla Lifestyle Brands Ltd | Consumer Discretionary | Equity | 1.31% |
| Mankind Pharma Ltd. | Healthcare | Equity | 1.27% |
| Indusind Bank Ltd | Financial | Equity | 1.21% |
| Voltas Ltd | Industrials | Equity | 1.14% |
| Britannia Industries Ltd | Consumer Staples | Equity | 1.11% |
| HCL Technologies Ltd | Technology | Equity | 1.07% |
| PNB Housing Finance Ltd | Financial | Equity | 1.05% |
| Page Industries Ltd | Consumer Discretionary | Equity | 1.04% |
| Tech Mahindra Ltd | Technology | Equity | 1.01% |
| Schaeffler India Ltd | Industrials | Equity | 1.01% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 0.99% |
| Godrej Consumer Products Ltd | Consumer Staples | Equity | 0.92% |
| Lupin Ltd | Healthcare | Equity | 0.83% |
| SBI Life Insurance Company Ltd | Financial | Equity | 0.81% |
| Mas Financial Services Ltd | Financial | Equity | 0.75% |
| Cipla Ltd | Healthcare | Equity | 0.68% |
| Dalmia Bharat Ltd | Materials | Equity | 0.62% |
| Pitti Engineering Ltd | Industrials | Equity | 0.52% |
| Interglobe Aviation Ltd | Industrials | Equity | 0.42% |
| Net Receivables | Unspecified | Net Receivables | 0.16% |
| 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% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +5.9% | +12.8% | +9.4% | +12.7% |
| Category average (Equity Thematic) | +4.1% | +14.2% | +13.9% | -- |
| Rank (Equity Thematic) | 2 | 3 | 4 | -- |