| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹31,091 | +3.64% | |
| 1 year | ₹60,000 | ₹61,704 | +2.84% | |
| 3 years | ₹1,80,000 | ₹1,90,804 | +6.00% | |
| 5 years | ₹3,00,000 | ₹3,67,834 | +22.61% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOVERNMENT OF INDIA 36212 364 DAYS TBILL 16JL26 FV RS 100 | Financial | Treasury Bills | 8.96% |
| Adani Enterprises Ltd | Materials | Equity | 4.84% |
| Samvardhana Motherson International Ltd | Consumer Discretionary | Equity | 4.07% |
| Adani Ports and Special Economic Zone Ltd | Industrials | Equity | 3.89% |
| Bank Of Baroda | Financial | Equity | 3.76% |
| Eicher Motors Ltd | Consumer Discretionary | Equity | 3.74% |
| Interglobe Aviation Ltd | Industrials | Equity | 3.73% |
| Adani Green Energy Ltd | Energy & Utilities | Equity | 3.73% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 3.60% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 3.52% |
| Bosch Ltd | Consumer Discretionary | Equity | 3.52% |
| Bajaj Finance Ltd | Financial | Equity | 3.45% |
| DLF Ltd | Real Estate | Equity | 3.43% |
| The Indian Hotels Company Ltd | Consumer Discretionary | Equity | 3.42% |
| Tata Motors Ltd | Consumer Discretionary | Equity | 3.41% |
| Macrotech Developers Ltd | Real Estate | Equity | 3.41% |
| Zomato Ltd | Technology | Equity | 3.40% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 3.37% |
| Larsen & Toubro Ltd | Industrials | Equity | 3.32% |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | Equity | 3.27% |
| Punjab National Bank | Financial | Equity | 3.23% |
| Bajaj Finserv Ltd | Financial | Equity | 3.20% |
| Mazagon Dock Shipbuilders Ltd | Industrials | Equity | 3.11% |
| Canara Bank | Financial | Equity | 3.07% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 3.07% |
| Ambuja Cements Ltd | Materials | Equity | 2.99% |
| Bajaj Finserv Limited July 2026 Future | Financial | Futures | 1.67% |
| Cipla Limited July 2026 Future | Healthcare | Futures | 1.67% |
| TATA MOTORS PASSENGER VEHICLES LTD.-JUL2026 | Consumer Discretionary | Futures | 1.67% |
| UltraTech Cement Limited July 2026 Future | Materials | Futures | 1.66% |
| Adani Ports and Special Economic Zone Limited July 2026 Future | Industrials | Futures | 1.66% |
| Oil & Natural Gas Corporation Limited July 2026 Future | Energy & Utilities | Futures | 1.65% |
| Others CBLO | Unspecified | CBLO | 0.18% |
| Net Payables | Unspecified | Net Payables | -6.69% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +1.4% | +9.0% | +9.4% | +9.9% |
| Category average (Equity Thematic) | +4.0% | +17.4% | +16.3% | -- |
| Rank (Equity Thematic) | 3 | 5 | 4 | -- |