| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹69,012 | +15.02% | |
| 3 years | ₹1,80,000 | ₹2,41,601 | +34.22% | |
| 5 years | ₹3,00,000 | ₹4,91,612 | +63.87% | |
| 10 years | ₹6,00,000 | ₹16,00,151 | +166.69% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| BlackRock Global Funds - World Energy Fund | Financial | Foreign MF | 10.17% |
| Tata Steel Ltd. | Metals & Mining | Equity | 8.71% |
| Jindal Steel Ltd. | Metals & Mining | Equity | 7.89% |
| Oil And Natural Gas Corporation Ltd. | Energy | Equity | 7.55% |
| Hindustan Zinc Ltd. | Metals & Mining | Equity | 4.75% |
| Oil India Ltd. | Energy | Equity | 4.64% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 4.47% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 4.46% |
| Indian Oil Corporation Ltd. | Energy | Equity | 4.17% |
| Petronet LNG Ltd. | Energy | Equity | 4.09% |
| Black Rock Global Funds - New Energy Fund | Financial | Foreign MF | 3.90% |
| National Aluminium Company Ltd. | Metals & Mining | Equity | 3.72% |
| Coal India Ltd. | Energy | Equity | 3.15% |
| NMDC Ltd. | Metals & Mining | Equity | 2.85% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 2.49% |
| GAIL (India) Ltd. | Energy | Equity | 2.31% |
| Reliance Industries Ltd. | Energy | Equity | 2.19% |
| Godawari Power And Ispat Ltd. | Metals & Mining | Equity | 1.38% |
| Gujarat State Petronet Ltd. | Energy | Equity | 1.33% |
| Welspun Corp Ltd. | Metals & Mining | Equity | 0.97% |
| Indraprastha Gas Ltd. | Energy | Equity | 0.67% |
| Mahanagar Gas Ltd. | Energy | Equity | 0.55% |
| Jindal Saw Ltd. | Metals & Mining | Equity | 0.51% |
| Ratnamani Metals & Tubes Ltd. | Metals & Mining | Equity | 0.40% |
| IRM Energy Ltd. | Energy | Equity | 0.26% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +24.0% | +17.7% | +19.3% | +14.3% |
| Category average (Equity Thematic) | +16.4% | +18.9% | +16.3% | -- |
| Rank (Equity Thematic) | 1 | 1 | 1 | -- |