| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹29,395 | -2.02% | |
| 1 year | ₹60,000 | ₹57,721 | -3.80% | |
| 3 years | ₹1,80,000 | ₹1,85,537 | +3.08% | |
| 5 years | ₹3,00,000 | ₹3,51,076 | +17.03% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Others CBLO | Unspecified | CBLO | 13.70% |
| State Bank of India | Financial | Equity | 6.78% |
| HDFC Bank Ltd | Financial | Equity | 6.44% |
| Bajaj Finance Ltd | Financial | Equity | 4.07% |
| Infosys Ltd | Technology | Equity | 4.06% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 3.88% |
| ICICI Bank Ltd | Financial | Equity | 3.65% |
| Axis Bank Ltd | Financial | Equity | 3.55% |
| JB Chemicals & Pharmaceuticals Ltd | Healthcare | Equity | 3.31% |
| Titan Company Ltd | Consumer Discretionary | Equity | 3.27% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 2.85% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 2.64% |
| REC Ltd | Financial | Equity | 2.55% |
| Varun Beverages Ltd | Consumer Staples | Equity | 2.52% |
| Tata Consumer Products Ltd | Consumer Staples | Equity | 2.32% |
| CG Power & Industrial Solutions Ltd | Industrials | Equity | 2.28% |
| NTPC Ltd | Energy & Utilities | Equity | 2.23% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 1.95% |
| Tata Consultancy Services Ltd | Technology | Equity | 1.91% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 1.87% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 1.69% |
| BSE Ltd | Financial | Equity | 1.65% |
| Nuvama Wealth Management Ltd | Financial | Equity | 1.64% |
| The Indian Hotels Company Ltd | Consumer Discretionary | Equity | 1.48% |
| Cummins India Ltd | Industrials | Equity | 1.47% |
| Coforge Ltd | Technology | Equity | 1.47% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 1.44% |
| Craftsman Automation Ltd | Consumer Discretionary | Equity | 1.37% |
| Star Health & Allied Insurance Co. Ltd | Financial | Equity | 1.25% |
| Ultratech Cement Ltd | Materials | Equity | 1.17% |
| TBO Tek Ltd. | Consumer Discretionary | Equity | 1.17% |
| Eicher Motors Ltd | Consumer Discretionary | Equity | 1.08% |
| Indraprastha Gas Ltd | Energy & Utilities | Equity | 1.05% |
| SBI Life Insurance Company Ltd | Financial | Equity | 1.03% |
| Astral Ltd | Industrials | Equity | 0.86% |
| Supreme Industries Ltd | Materials | Equity | 0.84% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 0.84% |
| Tata Motors Ltd | Industrials | Equity | 0.83% |
| Onesource Specialty Pharma Ltd | Healthcare | Equity | 0.58% |
| Ipca Laboratories Ltd | Healthcare | Equity | 0.54% |
| Symphony Ltd | Consumer Discretionary | Equity | 0.41% |
| JK Cement Ltd | Materials | Equity | 0.26% |
| Net Receivables | Unspecified | Net Receivables | 0.05% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | -5.1% | +9.6% | +7.8% | +13.0% |
| Category average (Equity Thematic) | +4.1% | +14.2% | +13.9% | -- |
| Rank (Equity Thematic) | 4 | 7 | 8 | -- |