| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹30,348 | +1.16% | |
| 1 year | ₹60,000 | ₹59,783 | -0.36% | |
| 3 years | ₹1,80,000 | ₹1,92,144 | +6.75% | |
| 5 years | ₹3,00,000 | ₹3,63,376 | +21.13% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Others CBLO | Unspecified | CBLO | 8.02% |
| State Bank of India | Financial | Equity | 6.17% |
| HDFC Bank Ltd | Financial | Equity | 4.87% |
| Titan Company Ltd | Consumer Discretionary | Equity | 4.22% |
| Infosys Ltd | Technology | Equity | 4.03% |
| Bajaj Finance Ltd | Financial | Equity | 3.98% |
| ICICI Bank Ltd | Financial | Equity | 3.67% |
| Axis Bank Ltd | Financial | Equity | 3.63% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 3.62% |
| JB Chemicals & Pharmaceuticals Ltd | Healthcare | Equity | 3.54% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 2.85% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 2.84% |
| Crompton Greaves Consumer Electricals Ltd | Consumer Discretionary | Equity | 2.65% |
| Varun Beverages Ltd | Consumer Staples | Equity | 2.61% |
| CG Power & Industrial Solutions Ltd | Industrials | Equity | 2.59% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 2.54% |
| TD Power Systems Ltd | Industrials | Equity | 2.48% |
| REC Ltd | Financial | Equity | 2.45% |
| Tata Consumer Products Ltd | Consumer Staples | Equity | 2.41% |
| NTPC Ltd | Energy & Utilities | Equity | 2.19% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 1.97% |
| Ambuja Cements Ltd | Materials | Equity | 1.96% |
| BSE Ltd | Financial | Equity | 1.89% |
| Coforge Ltd | Technology | Equity | 1.76% |
| Tata Consultancy Services Ltd | Technology | Equity | 1.76% |
| Cummins India Ltd | Industrials | Equity | 1.66% |
| Craftsman Automation Ltd | Consumer Discretionary | Equity | 1.63% |
| The Indian Hotels Company Ltd | Consumer Discretionary | Equity | 1.54% |
| Max Healthcare Institute Ltd | Healthcare | Equity | 1.46% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 1.43% |
| Star Health & Allied Insurance Co. Ltd | Financial | Equity | 1.27% |
| Ultratech Cement Ltd | Materials | Equity | 1.17% |
| TBO Tek Ltd. | Consumer Discretionary | Equity | 1.16% |
| Eicher Motors Ltd | Consumer Discretionary | Equity | 1.10% |
| SBI Life Insurance Company Ltd | Financial | Equity | 1.04% |
| Indraprastha Gas Ltd | Energy & Utilities | Equity | 1.03% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 1.01% |
| Astral Ltd | Industrials | Equity | 0.89% |
| Supreme Industries Ltd | Materials | Equity | 0.84% |
| Tata Motors Ltd | Industrials | Equity | 0.78% |
| Ipca Laboratories Ltd | Healthcare | Equity | 0.54% |
| JK Cement Ltd | Materials | Equity | 0.25% |
| Symphony Ltd | Consumer Discretionary | Equity | 0.25% |
| Net Receivables | Unspecified | Net Receivables | 0.12% |
| Chalet Hotels Ltd | Consumer Discretionary | Equity | 0.08% |
| Nuvama Wealth Management Ltd | Financial | Equity | 0.03% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | -0.0% | +10.2% | +8.4% | +13.6% |
| Category average (Equity Thematic) | +4.1% | +14.2% | +13.9% | -- |
| Rank (Equity Thematic) | 5 | 9 | 9 | -- |