| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹59,304 | -1.16% | |
| 3 years | ₹1,80,000 | ₹1,94,716 | +8.18% | |
| 5 years | ₹3,00,000 | ₹3,83,546 | +27.85% | |
| 10 years | ₹6,00,000 | ₹10,49,099 | +74.85% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd | Financial | Equity | 9.22% |
| State Bank of India | Financial | Equity | 6.99% |
| HDFC Bank Ltd | Financial | Equity | 6.25% |
| Axis Bank Ltd | Financial | Equity | 5.89% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 5.45% |
| Bajaj Finance Ltd | Financial | Equity | 5.08% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 3.85% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 3.58% |
| Others CBLO | Unspecified | CBLO | 3.34% |
| One 97 Communications Ltd | Industrials | Equity | 3.27% |
| PNB Housing Finance Ltd | Financial | Equity | 3.11% |
| Manipal Payment and Identity Solutions Ltd. | Industrials | Equity | 2.92% |
| Ujjivan Small Finance Bank Ltd | Financial | Equity | 2.88% |
| Karur Vysya Bank Ltd | Financial | Equity | 2.61% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 2.55% |
| Indusind Bank Ltd | Financial | Equity | 2.53% |
| BSE Ltd | Financial | Equity | 2.45% |
| RBL Bank Ltd | Financial | Equity | 2.15% |
| Aditya Birla Capital Ltd | Financial | Equity | 1.92% |
| AU Small Finance Bank Ltd | Financial | Equity | 1.82% |
| PB Fintech Ltd | Financial | Equity | 1.73% |
| The Federal Bank Ltd | Financial | Equity | 1.72% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 1.64% |
| SBI Life Insurance Company Ltd | Financial | Equity | 1.64% |
| Union Bank of India | Financial | Equity | 1.57% |
| Prudent Corporate Advisory Services Ltd | Financial | Equity | 1.52% |
| City Union Bank Ltd | Financial | Equity | 1.36% |
| The Jammu & Kashmir Bank Ltd | Financial | Equity | 1.29% |
| IIFL Wealth Management Ltd | Financial | Equity | 1.28% |
| DEWAN HOUSING FINANCE CORP. LTD. EQ | Financial | Equity | 1.19% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 1.08% |
| National Stock Exchange Of India Ltd Equity | Financial | Equity | 1.08% |
| Mahindra & Mahindra Financial Services Ltd | Financial | Equity | 1.07% |
| DHFL VYSYA HOUSING FINANCE LIMITED EQ | Financial | Equity | 0.97% |
| GOVERNMENT OF INDIA 37847 182 DAYS TBILL 18FB27 FV RS 100 | Financial | Treasury Bills | 0.95% |
| L&T Finance Holdings Ltd | Financial | Equity | 0.92% |
| Max Financial Services Ltd | Financial | Equity | 0.80% |
| Life Insurance Corporation of India | Financial | Equity | 0.74% |
| Muthoot Finance Ltd | Financial | Equity | 0.32% |
| Bank Nifty Index October 2026 Future | Financial | Index Derivatives | 0.32% |
| Net Payables | Unspecified | Net Payables | -1.05% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +11.9% | +9.3% | +10.8% | +11.6% |
| Category average (Equity Sectoral) | +11.2% | +10.9% | +11.0% | +18.5% |
| Rank (Equity Sectoral) | 11 | 10 | 12 | -- |