| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹62,456 | +4.09% | |
| 3 years | ₹1,80,000 | ₹2,20,158 | +22.31% | |
| 5 years | ₹3,00,000 | ₹4,83,663 | +61.22% | |
| 10 years | ₹6,00,000 | ₹16,16,574 | +169.43% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Larsen & Toubro Ltd. | Construction | Equity | 9.45% |
| Reliance Industries Ltd. | Energy | Equity | 4.54% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 4.32% |
| NTPC Ltd. | Energy | Equity | 4.31% |
| State Bank of India | Financial | Equity | 4.18% |
| Tata Power Company Ltd. | Energy | Equity | 3.91% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 3.79% |
| Cummins India Ltd. | Capital Goods | Equity | 3.12% |
| Bharti Airtel Ltd. | Communication | Equity | 3.08% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 3.00% |
| Power Finance Corporation Ltd. | Financial | Equity | 2.99% |
| Ultratech Cement Ltd. | Construction | Equity | 2.91% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 2.83% |
| Interglobe Aviation Ltd. | Services | Equity | 2.78% |
| Hitachi Energy India Ltd. | Capital Goods | Equity | 2.75% |
| Solar Industries India Ltd. | Chemicals | Equity | 2.59% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 2.31% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 2.00% |
| V-Guard Industries Ltd. | Consumer Discretionary | Equity | 1.96% |
| Schaeffler India Ltd. | Capital Goods | Equity | 1.95% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 1.80% |
| Linde India Ltd. | Chemicals | Equity | 1.64% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 1.61% |
| Kei Industries Ltd. | Capital Goods | Equity | 1.52% |
| Blue Star Ltd. | Consumer Discretionary | Equity | 1.40% |
| Suzlon Energy Ltd. | Capital Goods | Equity | 1.37% |
| JK Cement Ltd. | Construction | Equity | 1.34% |
| Delhivery Ltd. | Services | Equity | 1.33% |
| KSB Ltd. | Capital Goods | Equity | 1.30% |
| Premier Energies Ltd. | Energy | Equity | 1.24% |
| NTPC Green Energy Ltd. | Energy | Equity | 1.15% |
| The Great Eastern Shipping Company Ltd. | Energy | Equity | 1.12% |
| Brigade Enterprises Ltd. | Construction | Equity | 1.10% |
| Timken India Ltd. | Capital Goods | Equity | 0.97% |
| Voltas Ltd. | Consumer Discretionary | Equity | 0.96% |
| Gujarat Gas Ltd. | Energy | Equity | 0.82% |
| GMM Pfaudler Ltd. | Capital Goods | Equity | 0.81% |
| Thermax Ltd. | Capital Goods | Equity | 0.79% |
| Oil India Ltd. | Energy | Equity | 0.77% |
| Coal India Ltd. | Energy | Equity | 0.75% |
| Siemens Ltd. | Capital Goods | Equity | 0.71% |
| KEC International Ltd. | Capital Goods | Equity | 0.68% |
| Jyoti CNC Automation Ltd. | Capital Goods | Equity | 0.68% |
| ABB India Ltd. | Capital Goods | Equity | 0.57% |
| Praj Industries Ltd. | Capital Goods | Equity | 0.56% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +24.3% | +23.8% | +16.8% | +14.8% |
| Category average (Equity Sectoral) | +22.4% | +24.9% | +15.4% | -- |
| Rank (Equity Sectoral) | 6 | 5 | 10 | -- |