| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹63,694 | +6.16% | |
| 3 years | ₹1,80,000 | ₹2,21,951 | +23.31% | |
| 5 years | ₹3,00,000 | ₹4,58,659 | +52.89% | |
| 10 years | ₹6,00,000 | ₹14,83,594 | +147.27% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Black Rock Global Funds - World Energy Fund | Unspecified | Foreign Mutual Funds | 9.65% |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | Equity | 8.13% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 7.72% |
| Jindal Steel & Power Ltd | Materials | Equity | 6.74% |
| Tata Steel Ltd | Materials | Equity | 6.53% |
| Reverse Repo | Unspecified | Reverse Repo | 6.29% |
| Oil & Natural Gas Corporation Ltd | Energy & Utilities | Equity | 6.01% |
| Indian Oil Corporation Ltd | Energy & Utilities | Equity | 5.99% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 5.76% |
| Hindustan Zinc Ltd | Materials | Equity | 5.06% |
| Hindalco Industries Ltd | Materials | Equity | 4.25% |
| Petronet LNG Ltd | Energy & Utilities | Equity | 3.97% |
| Oil India Ltd | Energy & Utilities | Equity | 3.71% |
| Black Rock Global Funds - New Energy Fund | Unspecified | Foreign Mutual Funds | 3.51% |
| National Aluminium Company Ltd | Materials | Equity | 3.37% |
| Coal India Ltd | Materials | Equity | 3.02% |
| GAIL (India) Ltd | Energy & Utilities | Equity | 2.43% |
| NMDC Ltd | Materials | Equity | 1.62% |
| ACME Solar Holdings Ltd. | Energy & Utilities | Equity | 1.03% |
| Gujarat Gas Ltd | Energy & Utilities | Equity | 0.93% |
| Mahanagar Gas Ltd | Energy & Utilities | Equity | 0.85% |
| Indraprastha Gas Ltd | Energy & Utilities | Equity | 0.73% |
| Godawari Power & Ispat Ltd | Materials | Equity | 0.67% |
| Cash Margin | Unspecified | Cash Margin | 0.61% |
| Juniper Green Energy Ltd. | Energy & Utilities | Equity | 0.59% |
| Jindal Saw Ltd | Materials | Equity | 0.55% |
| IRM Energy Ltd. | Energy & Utilities | Equity | 0.18% |
| GSPL Transmission Ltd. | Energy & Utilities | Equity | 0.17% |
| Net Payables | Unspecified | Net Payables | -0.07% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +21.1% | +16.2% | +16.6% | +13.9% |
| Category average (Equity Thematic) | +16.4% | +18.9% | +16.3% | -- |
| Rank (Equity Thematic) | 1 | 1 | 1 | -- |