| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹29,240 | -2.53% | |
| 1 year | ₹60,000 | ₹57,856 | -3.57% | |
| 3 years | ₹1,80,000 | ₹1,86,125 | +3.40% | |
| 5 years | ₹3,00,000 | ₹3,46,848 | +15.62% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| 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 | 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. | Automobile | 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 and Industrial Solutions Ltd. | Capital Goods | Equity | 2.28% |
| NTPC Ltd. | Energy | 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. | Services | Equity | 1.65% |
| Nuvama Wealth Management Ltd. | Financial | Equity | 1.64% |
| The Indian Hotels Company Ltd. | Services | Equity | 1.48% |
| Cummins India Ltd. | Capital Goods | Equity | 1.47% |
| Coforge Ltd. | Technology | Equity | 1.47% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 1.44% |
| Craftsman Automation Ltd. | Automobile | Equity | 1.37% |
| Star Health and Allied Insurance Company Ltd. | Insurance | Equity | 1.25% |
| Ultratech Cement Ltd. | Construction | Equity | 1.17% |
| TBO Tek Ltd. | Services | Equity | 1.17% |
| Eicher Motors Ltd. | Automobile | Equity | 1.08% |
| Indraprastha Gas Ltd. | Energy | Equity | 1.05% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 1.03% |
| Astral Ltd. | Chemicals | Equity | 0.86% |
| Supreme Industries Ltd. | Chemicals | Equity | 0.84% |
| Bharat Heavy Electricals Ltd. | Capital Goods | Equity | 0.84% |
| Tata Motors Ltd. | Automobile | 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. | Construction | Equity | 0.26% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | -4.6% | +10.1% | +8.2% | +12.0% |
| Category average (Equity Thematic) | +4.1% | +14.2% | +13.9% | -- |
| Rank (Equity Thematic) | 6 | 8 | 10 | -- |