| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹27,397 | -8.68% | |
| 1 year | ₹60,000 | ₹54,875 | -8.54% | |
| 3 years | ₹1,80,000 | ₹1,84,806 | +2.67% | |
| 5 years | ₹3,00,000 | ₹3,70,389 | +23.46% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Mahindra & Mahindra Ltd. | Automobile | Equity | 7.76% |
| Bharti Airtel Ltd. | Communication | Equity | 7.75% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 6.77% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 5.95% |
| Eicher Motors Ltd. | Automobile | Equity | 5.23% |
| TVS Motor Company Ltd. | Automobile | Equity | 4.39% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 3.78% |
| ITC Ltd. | Consumer Staples | Equity | 3.66% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 3.09% |
| Eternal Ltd. | Services | Equity | 3.05% |
| The Phoenix Mills Ltd. | Construction | Equity | 2.73% |
| Godrej Consumer Products Ltd. | Consumer Staples | Equity | 2.70% |
| Marico Ltd. | Consumer Staples | Equity | 2.62% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 2.40% |
| Avenue Supermarts Ltd. | Services | Equity | 2.38% |
| Swiggy Ltd. | Services | Equity | 2.28% |
| Nestle India Ltd. | Consumer Staples | Equity | 2.22% |
| Hero Motocorp Ltd. | Automobile | Equity | 1.96% |
| Trent Ltd. | Services | Equity | 1.77% |
| Dabur India Ltd. | Consumer Staples | Equity | 1.60% |
| Radico Khaitan Ltd. | Consumer Staples | Equity | 1.55% |
| Metro Brands Ltd. | Consumer Staples | Equity | 1.54% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 1.50% |
| PB Fintech Ltd. | Services | Equity | 1.37% |
| Mrs. Bectors Food Specialities Ltd. | Consumer Staples | Equity | 1.36% |
| Indus Towers Ltd. | Communication | Equity | 1.36% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 1.29% |
| Jubilant FoodWorks Ltd. | Services | Equity | 1.29% |
| FSN E-Commerce Ventures Ltd. | Services | Equity | 1.28% |
| Leela Palaces Hotels & Resorts Ltd. | Services | Equity | 1.18% |
| Havells India Ltd. | Capital Goods | Equity | 1.10% |
| Vishal Mega Mart Ltd. | Services | Equity | 1.05% |
| Procter & Gamble Hygiene and Health Care Ltd. | Consumer Staples | Equity | 1.01% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 0.99% |
| United Spirits Ltd. | Consumer Staples | Futures | 0.91% |
| Akzo Nobel India Ltd. | Chemicals | Equity | 0.91% |
| Gillette India Ltd. | Consumer Staples | Equity | 0.86% |
| Orkla India Ltd. | Consumer Staples | Equity | 0.85% |
| Zydus Wellness Ltd. | Consumer Staples | Equity | 0.79% |
| Reserve Bank of India | Financial | T-Bills | 0.68% |
| United Breweries Ltd. | Consumer Staples | Equity | 0.52% |
| TBO Tek Ltd. | Services | Equity | 0.46% |
| Kwality Wall's (India) Ltd. | Consumer Staples | Equity | 0.05% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.04% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | -3.7% | +14.6% | +13.1% | +16.3% |
| Category average (Equity Thematic) | +1.7% | +16.5% | +16.6% | -- |
| Rank (Equity Thematic) | 15 | 3 | 8 | -- |