| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹31,069 | +3.56% | |
| 1 year | ₹60,000 | ₹63,437 | +5.73% | |
| 3 years | ₹1,80,000 | ₹2,12,574 | +18.10% | |
| 5 years | ₹3,00,000 | ₹3,92,404 | +30.80% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 8.15% |
| Shriram Finance Ltd | Financial | Equity | 3.80% |
| Eicher Motors Ltd. | Automobile | Equity | 3.25% |
| Bharti Airtel Ltd. | Communication | Equity | 3.23% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.14% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 3.01% |
| Cummins India Ltd. | Capital Goods | Equity | 2.72% |
| TVS Motor Company Ltd. | Automobile | Equity | 2.71% |
| Indus Towers Ltd. | Communication | Equity | 2.70% |
| Infosys Ltd. | Technology | Equity | 2.68% |
| Hindustan Zinc Ltd. | Metals & Mining | Equity | 2.63% |
| Polycab India Ltd. | Capital Goods | Equity | 2.56% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 2.54% |
| Hero Motocorp Ltd. | Automobile | Equity | 2.53% |
| Marico Ltd. | Consumer Staples | Equity | 2.50% |
| HDFC Asset Management Company Ltd. | Financial | Equity | 2.35% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 2.35% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 2.32% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Equity | 2.26% |
| Hyundai Motor India Ltd. | Automobile | Equity | 2.19% |
| Muthoot Finance Ltd. | Financial | Equity | 2.12% |
| The Federal Bank Ltd. | Financial | Equity | 2.06% |
| Torrent Power Ltd. | Energy | Equity | 2.06% |
| HCL Technologies Ltd. | Technology | Equity | 2.05% |
| Bajaj Auto Ltd. | Automobile | Equity | 2.02% |
| Zydus Lifesciences Ltd. | Healthcare | Equity | 2.01% |
| Alkem Laboratories Ltd. | Healthcare | Equity | 2.00% |
| Nestle India Ltd. | Consumer Staples | Equity | 1.97% |
| Wipro Ltd. | Technology | Equity | 1.93% |
| APL Apollo Tubes Ltd. | Metals & Mining | Equity | 1.87% |
| ITC Ltd. | Consumer Staples | Equity | 1.85% |
| Abbott India Ltd. | Healthcare | Equity | 1.78% |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 1.65% |
| Aditya Birla Capital Ltd. | Financial | Equity | 1.64% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 1.62% |
| Mphasis Ltd. | Technology | Equity | 1.61% |
| Bharti Hexacom Ltd. | Communication | Equity | 1.53% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 1.51% |
| LTIMindtree Ltd. | Technology | Equity | 1.50% |
| AU Small Finance Bank Ltd. | Financial | Equity | 1.43% |
| Coromandel International Ltd. | Chemicals | Equity | 0.34% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.03% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | -0.5% | +10.5% | +8.3% | +11.4% |
| Category average (Equity Thematic) | +4.0% | +17.4% | +16.3% | -- |
| Rank (Equity Thematic) | 8 | 6 | 3 | -- |