| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹59,851 | -0.25% | |
| 3 years | ₹1,80,000 | ₹1,86,939 | +3.85% | |
| 5 years | ₹3,00,000 | ₹3,46,669 | +15.56% | |
| 10 years | ₹6,00,000 | ₹9,72,082 | +62.01% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd | Financial | Equity | 8.13% |
| Zomato Ltd | Technology | Equity | 7.85% |
| Divi's Laboratories Ltd | Healthcare | Equity | 6.50% |
| Others CBLO | Unspecified | CBLO | 6.24% |
| Bajaj Finance Ltd | Financial | Equity | 5.34% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 5.14% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 5.06% |
| Apar Industries Ltd | Diversified | Equity | 4.90% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 4.53% |
| State Bank of India | Financial | Equity | 4.22% |
| Interglobe Aviation Ltd | Industrials | Equity | 3.56% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 3.43% |
| Axis Bank Ltd | Financial | Equity | 3.24% |
| HDFC Bank Ltd | Financial | Equity | 3.20% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 2.91% |
| 91 Days Tbill (MD 31/12/2026) | Financial | Treasury Bills | 2.82% |
| Cummins India Ltd | Industrials | Equity | 2.69% |
| Bharti Airtel Ltd | Technology | Equity | 2.60% |
| PB Fintech Ltd | Financial | Equity | 2.59% |
| TD Power Systems Ltd | Industrials | Equity | 2.32% |
| Titan Company Ltd | Consumer Discretionary | Equity | 2.32% |
| Infosys Ltd | Technology | Equity | 2.15% |
| CG Power & Industrial Solutions Ltd | Industrials | Equity | 2.15% |
| Hyundai Motor India Ltd. | Consumer Discretionary | Equity | 2.08% |
| United Spirits Ltd | Consumer Staples | Equity | 2.06% |
| Pidilite Industries Ltd | Materials | Equity | 1.67% |
| Torrent Power Ltd | Energy & Utilities | Equity | 1.51% |
| Kaynes Technology India Ltd | Industrials | Equity | 0.99% |
| One 97 Communications Ltd | Industrials | Equity | 0.66% |
| Net Payables | Unspecified | Net Payables | -2.88% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +8.7% | +2.7% | +11.2% | +12.8% |
| Category average (Equity Flexi Cap) | +12.0% | +10.2% | +13.3% | +14.6% |
| Rank (Equity Flexi Cap) | 21 | 24 | 13 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
| +8.24% | +18.64% | 2,952.99 | ||
| +9.81% | +18.47% | 1,588.12 | ||
| +3.07% | +15.20% | 5,748.73 | ||
| -3.52% | +14.68% | 1,08,546.97 | ||
| -7.29% | +9.63% | 19,384.81 | ||
| Compare | ||||