| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹57,816 | -3.64% | |
| 3 years | ₹1,80,000 | ₹1,96,569 | +9.21% | |
| 5 years | ₹3,00,000 | ₹3,84,660 | +28.22% | |
| 10 years | ₹6,00,000 | ₹10,51,250 | +75.21% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd | Financial | Equity | 9.91% |
| ICICI Bank Ltd | Financial | Equity | 8.92% |
| Axis Bank Ltd | Financial | Equity | 8.47% |
| Others CBLO | Unspecified | CBLO | 8.28% |
| State Bank of India | Financial | Equity | 7.44% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 6.40% |
| Indusind Bank Ltd | Financial | Equity | 5.29% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 3.49% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 3.43% |
| Bajaj Finance Ltd | Financial | Equity | 3.01% |
| Canara Bank | Financial | Equity | 2.77% |
| Ujjivan Small Finance Bank Ltd | Financial | Equity | 2.63% |
| SBI Life Insurance Company Ltd | Financial | Equity | 2.34% |
| One 97 Communications Ltd | Industrials | Equity | 2.14% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 2.11% |
| IIFL Finance Ltd | Financial | Equity | 2.06% |
| Karur Vysya Bank Ltd | Financial | Equity | 2.02% |
| Union Bank of India | Financial | Equity | 2.02% |
| Muthoot Finance Ltd | Financial | Equity | 1.85% |
| AU Small Finance Bank Ltd | Financial | Equity | 1.83% |
| Max Financial Services Ltd | Financial | Equity | 1.63% |
| IIFL Wealth Management Ltd | Financial | Equity | 1.59% |
| The Federal Bank Ltd | Financial | Equity | 1.47% |
| Prudent Corporate Advisory Services Ltd | Financial | Equity | 1.45% |
| BSE Ltd | Financial | Equity | 1.40% |
| The Jammu & Kashmir Bank Ltd | Financial | Equity | 1.33% |
| GOVERNMENT OF INDIA 36516 364 DAYS TBILL 17SP26 FV RS 100 | Financial | Treasury Bills | 1.26% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 1.20% |
| Aditya Birla Capital Ltd | Financial | Equity | 1.11% |
| RBL Bank Ltd | Financial | Equity | 1.04% |
| Net Receivables | Unspecified | Net Receivables | 0.11% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +12.4% | +10.4% | +11.6% | +11.6% |
| Category average (Equity Sectoral) | +14.4% | +16.1% | +13.7% | -- |
| Rank (Equity Sectoral) | 9 | 10 | 14 | -- |