| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹31,049 | +3.50% | |
| 1 year | ₹60,000 | ₹62,083 | +3.47% | |
| 3 years | ₹1,80,000 | ₹1,91,796 | +6.55% | |
| 5 years | ₹3,00,000 | ₹3,69,482 | +23.16% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Adani Enterprises Ltd | Materials | Equity | 4.70% |
| Macrotech Developers Ltd | Real Estate | Equity | 4.34% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 4.30% |
| Eicher Motors Ltd | Consumer Discretionary | Equity | 4.06% |
| Samvardhana Motherson International Ltd | Consumer Discretionary | Equity | 4.06% |
| Bajaj Finance Ltd | Financial | Equity | 3.83% |
| Zomato Ltd | Technology | Equity | 3.81% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 3.64% |
| Jio Financial Services Limited | Financial | Equity | 3.61% |
| Bajaj Holdings & Investment Ltd | Financial | Equity | 3.59% |
| DLF Ltd | Real Estate | Equity | 3.58% |
| Interglobe Aviation Ltd | Industrials | Equity | 3.52% |
| The Indian Hotels Company Ltd | Consumer Discretionary | Equity | 3.46% |
| Adani Green Energy Ltd | Energy & Utilities | Equity | 3.39% |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | Equity | 3.37% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 3.33% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 3.31% |
| Indian Oil Corporation Ltd | Energy & Utilities | Equity | 3.29% |
| Bank Of Baroda | Financial | Equity | 3.28% |
| Tata Motors Ltd | Consumer Discretionary | Equity | 3.22% |
| Larsen & Toubro Ltd | Industrials | Equity | 3.09% |
| HDFC Bank Ltd | Financial | Equity | 3.07% |
| Ambuja Cements Ltd | Materials | Equity | 3.00% |
| Canara Bank | Financial | Equity | 3.00% |
| Mazagon Dock Shipbuilders Ltd | Industrials | Equity | 2.90% |
| GOVERNMENT OF INDIA 36582 364 DAYS TBILL 08OT26 FV RS 100 | Financial | Treasury Bills | 2.90% |
| Reserve Bank of India 91-D | Financial | Treasury Bills | 2.90% |
| Net Receivables | Unspecified | Net Receivables | 2.63% |
| GOVERNMENT OF INDIA 37629 091 DAYS TBILL 01OT26 FV RS 100 | Financial | Treasury Bills | 2.32% |
| Others CBLO | Unspecified | CBLO | 0.51% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +6.0% | +9.8% | +9.3% | +10.0% |
| Category average (Equity Thematic) | +4.0% | +17.4% | +16.3% | -- |
| Rank (Equity Thematic) | 5 | 6 | 4 | -- |