| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹28,761 | -4.13% | |
| 1 year | ₹60,000 | ₹57,541 | -4.10% | |
| 3 years | ₹1,80,000 | ₹1,88,895 | +4.94% | |
| 5 years | ₹3,00,000 | ₹3,55,692 | +18.56% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| State Bank of India | Financial | Equity | 6.62% |
| HDFC Bank Ltd. | Financial | Equity | 6.51% |
| ICICI Bank Ltd. | Financial | Equity | 6.11% |
| Gland Pharma Ltd. | Healthcare | Equity | 4.88% |
| Infosys Ltd. | Technology | Equity | 4.58% |
| Reliance Industries Ltd. | Energy | Equity | 3.88% |
| Bajaj Finance Ltd. | Financial | Equity | 3.71% |
| JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 3.56% |
| Axis Bank Ltd. | Financial | Equity | 3.46% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 3.14% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 2.81% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 2.73% |
| Tech Mahindra Ltd. | Technology | Equity | 2.42% |
| Tata Motors Ltd. | Automobile | Equity | 2.36% |
| REC Ltd. | Financial | Equity | 2.34% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 2.19% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 2.00% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 1.95% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 1.91% |
| Shriram Finance Ltd | Financial | Equity | 1.73% |
| Nuvama Wealth Management Ltd. | Financial | Equity | 1.73% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 1.63% |
| Onesource Specialty Pharma Ltd. | Healthcare | Equity | 1.53% |
| Coforge Ltd. | Technology | Equity | 1.46% |
| Craftsman Automation Ltd. | Automobile | Equity | 1.32% |
| Star Health and Allied Insurance Company Ltd. | Insurance | Equity | 1.16% |
| Ultratech Cement Ltd. | Construction | Equity | 1.16% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 1.07% |
| Eicher Motors Ltd. | Automobile | Equity | 1.07% |
| Indraprastha Gas Ltd. | Energy | Equity | 0.98% |
| Astral Ltd. | Chemicals | Equity | 0.95% |
| Supreme Industries Ltd. | Chemicals | Equity | 0.93% |
| JK Cement Ltd. | Construction | Equity | 0.46% |
| Delhivery Ltd. | Services | Equity | 0.42% |
| Symphony Ltd. | Consumer Discretionary | Equity | 0.41% |
| Oil And Natural Gas Corporation Ltd. | Energy | Equity | 0.19% |
| Go Fashion (India) Ltd. | Services | Equity | 0.18% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.04% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +3.1% | +11.8% | +9.3% | +13.4% |
| Category average (Equity Thematic) | +4.1% | +14.2% | +13.9% | -- |
| Rank (Equity Thematic) | 9 | 7 | 9 | -- |