| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹58,343 | -2.76% | |
| 3 years | ₹1,80,000 | ₹2,00,922 | +11.62% | |
| 5 years | ₹3,00,000 | ₹4,17,635 | +39.21% | |
| 10 years | ₹6,00,000 | ₹13,48,247 | +124.71% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Black Rock Global Funds - World Energy Fund | Unspecified | Foreign Mutual Funds | 9.90% |
| Tata Steel Ltd | Materials | Equity | 8.41% |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | Equity | 7.54% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 7.30% |
| Jindal Steel & Power Ltd | Materials | Equity | 6.79% |
| Oil & Natural Gas Corporation Ltd | Energy & Utilities | Equity | 6.43% |
| Hindustan Zinc Ltd | Materials | Equity | 6.30% |
| Indian Oil Corporation Ltd | Energy & Utilities | Equity | 5.63% |
| Reverse Repo | Unspecified | Reverse Repo | 5.28% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 5.06% |
| Hindalco Industries Ltd | Materials | Equity | 4.02% |
| Petronet LNG Ltd | Energy & Utilities | Equity | 3.93% |
| Coal India Ltd | Materials | Equity | 3.80% |
| National Aluminium Company Ltd | Materials | Equity | 3.60% |
| Oil India Ltd | Energy & Utilities | Equity | 3.54% |
| Black Rock Global Funds - New Energy Fund | Unspecified | Foreign Mutual Funds | 3.36% |
| NMDC Ltd | Materials | Equity | 1.42% |
| GAIL (India) Ltd | Energy & Utilities | Equity | 1.28% |
| ACME Solar Holdings Ltd. | Energy & Utilities | Equity | 1.22% |
| Gujarat Gas Ltd | Energy & Utilities | Equity | 0.98% |
| Mahanagar Gas Ltd | Energy & Utilities | Equity | 0.79% |
| Juniper Green Energy Ltd. | Energy & Utilities | Equity | 0.70% |
| Indraprastha Gas Ltd | Energy & Utilities | Equity | 0.68% |
| Godawari Power & Ispat Ltd | Materials | Equity | 0.60% |
| Jindal Saw Ltd | Materials | Equity | 0.58% |
| Net Receivables | Unspecified | Net Receivables | 0.52% |
| IRM Energy Ltd. | Energy & Utilities | Equity | 0.18% |
| GSPL Transmission Ltd | Energy & Utilities | Equity | 0.16% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +17.8% | +12.7% | +14.7% | +13.3% |
| Category average (Equity Thematic) | +11.6% | +9.2% | +13.2% | +11.0% |
| Rank (Equity Thematic) | 1 | 1 | 1 | -- |