| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹30,751 | +2.50% | |
| 1 year | ₹60,000 | ₹60,199 | +0.33% | |
| 3 years | ₹1,80,000 | ₹1,89,687 | +5.38% | |
| 5 years | ₹3,00,000 | ₹3,55,114 | +18.37% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| State Bank of India | Financial | Equity | 6.48% |
| Others CBLO | Unspecified | CBLO | 5.96% |
| HDFC Bank Ltd | Financial | Equity | 5.15% |
| Titan Company Ltd | Consumer Discretionary | Equity | 4.50% |
| Bajaj Finance Ltd | Financial | Equity | 4.35% |
| JB Chemicals & Pharmaceuticals Ltd | Healthcare | Equity | 4.33% |
| ICICI Bank Ltd | Financial | Equity | 3.96% |
| Axis Bank Ltd | Financial | Equity | 3.75% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 3.49% |
| Infosys Ltd | Technology | Equity | 3.42% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 3.01% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 2.98% |
| CG Power & Industrial Solutions Ltd | Industrials | Equity | 2.65% |
| REC Ltd | Financial | Equity | 2.60% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 2.59% |
| Crompton Greaves Consumer Electricals Ltd | Consumer Discretionary | Equity | 2.55% |
| Varun Beverages Ltd | Consumer Staples | Equity | 2.47% |
| TD Power Systems Ltd | Industrials | Equity | 2.30% |
| Tata Consumer Products Ltd | Consumer Staples | Equity | 2.17% |
| NTPC Ltd | Energy & Utilities | Equity | 1.99% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 1.98% |
| Ambuja Cements Ltd | Materials | Equity | 1.82% |
| Coforge Ltd | Technology | Equity | 1.79% |
| BSE Ltd | Financial | Equity | 1.74% |
| The Indian Hotels Company Ltd | Consumer Discretionary | Equity | 1.66% |
| Max Healthcare Institute Ltd | Healthcare | Equity | 1.62% |
| Chalet Hotels Ltd | Consumer Discretionary | Equity | 1.59% |
| Cummins India Ltd | Industrials | Equity | 1.58% |
| Tata Consultancy Services Ltd | Technology | Equity | 1.56% |
| Krishna Institute Of Medical Sciences Ltd | Healthcare | Equity | 1.54% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 1.42% |
| Star Health & Allied Insurance Co. Ltd | Financial | Equity | 1.40% |
| TBO Tek Ltd. | Consumer Discretionary | Equity | 1.33% |
| Eicher Motors Ltd | Consumer Discretionary | Equity | 1.07% |
| Ipca Laboratories Ltd | Healthcare | Equity | 1.07% |
| Indraprastha Gas Ltd | Energy & Utilities | Equity | 1.04% |
| SBI Life Insurance Company Ltd | Financial | Equity | 0.99% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 0.98% |
| Tata Motors Ltd | Industrials | Equity | 0.86% |
| Supreme Industries Ltd | Materials | Equity | 0.73% |
| Craftsman Automation Ltd | Consumer Discretionary | Equity | 0.49% |
| Astral Ltd | Industrials | Equity | 0.47% |
| Net Receivables | Unspecified | Net Receivables | 0.37% |
| Symphony Ltd | Consumer Discretionary | Equity | 0.20% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | -2.1% | +8.8% | +7.0% | +12.2% |
| Category average (Equity Thematic) | +4.1% | +14.2% | +13.9% | -- |
| Rank (Equity Thematic) | 4 | 8 | 10 | -- |