| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹29,208 | -2.64% | |
| 1 year | ₹60,000 | ₹58,485 | -2.53% | |
| 3 years | ₹1,80,000 | ₹1,87,827 | +4.35% | |
| 5 years | ₹3,00,000 | ₹3,44,794 | +14.93% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 7.56% |
| Bharti Airtel Ltd. | Communication | Equity | 3.46% |
| Shriram Finance Ltd | Financial | Equity | 3.23% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 3.14% |
| Infosys Ltd. | Technology | Equity | 2.98% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.94% |
| HCL Technologies Ltd. | Technology | Equity | 2.65% |
| Eicher Motors Ltd. | Automobile | Equity | 2.64% |
| Bajaj Auto Ltd. | Automobile | Equity | 2.61% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 2.59% |
| Indus Towers Ltd. | Communication | Equity | 2.59% |
| The Federal Bank Ltd. | Financial | Equity | 2.56% |
| Cummins India Ltd. | Capital Goods | Equity | 2.52% |
| ITC Ltd. | Consumer Staples | Equity | 2.48% |
| Torrent Power Ltd. | Energy | Equity | 2.44% |
| Hero Motocorp Ltd. | Automobile | Equity | 2.41% |
| Nestle India Ltd. | Consumer Staples | Equity | 2.37% |
| Marico Ltd. | Consumer Staples | Equity | 2.33% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Equity | 2.33% |
| Muthoot Finance Ltd. | Financial | Equity | 2.31% |
| Lupin Ltd. | Healthcare | Equity | 2.20% |
| HDFC Asset Management Company Ltd. | Financial | Equity | 2.17% |
| Zydus Lifesciences Ltd. | Healthcare | Equity | 2.08% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 2.06% |
| Polycab India Ltd. | Capital Goods | Equity | 2.06% |
| Wipro Ltd. | Technology | Equity | 2.05% |
| Alkem Laboratories Ltd. | Healthcare | Equity | 2.05% |
| Hindustan Zinc Ltd. | Metals & Mining | Equity | 2.04% |
| ABB India Ltd. | Capital Goods | Equity | 1.84% |
| Abbott India Ltd. | Healthcare | Equity | 1.83% |
| AU Small Finance Bank Ltd. | Financial | Equity | 1.81% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 1.74% |
| Hyundai Motor India Ltd. | Automobile | Equity | 1.73% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 1.71% |
| Mphasis Ltd. | Technology | Equity | 1.70% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 1.69% |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 1.64% |
| Bharti Hexacom Ltd. | Communication | Equity | 1.54% |
| LTM Limited | Technology | Equity | 1.53% |
| APL Apollo Tubes Ltd. | Metals & Mining | Equity | 1.43% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.04% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | -0.6% | +8.8% | +8.3% | +11.2% |
| Category average (Equity Thematic) | +4.0% | +17.4% | +16.3% | -- |
| Rank (Equity Thematic) | 7 | 6 | 4 | -- |