| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹29,580 | -1.40% | |
| 1 year | ₹60,000 | ₹57,763 | -3.73% | |
| 3 years | ₹1,80,000 | ₹1,80,793 | +0.44% | |
| 5 years | ₹3,00,000 | ₹3,33,191 | +11.06% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd | Financial | Equity | 7.52% |
| The Federal Bank Ltd | Financial | Equity | 3.25% |
| Hindalco Industries Ltd | Materials | Equity | 3.15% |
| Larsen & Toubro Ltd | Industrials | Equity | 3.03% |
| Bajaj Auto Ltd | Consumer Discretionary | Equity | 3.02% |
| HCL Technologies Ltd | Technology | Equity | 2.97% |
| Infosys Ltd | Technology | Equity | 2.92% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 2.89% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 2.88% |
| Zydus Lifesciences Ltd | Healthcare | Equity | 2.75% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 2.64% |
| Bosch Ltd | Consumer Discretionary | Equity | 2.61% |
| Mahindra & Mahindra Financial Services Ltd | Financial | Equity | 2.53% |
| Nestle India Ltd | Consumer Staples | Equity | 2.49% |
| Tata Steel Ltd | Materials | Equity | 2.46% |
| Britannia Industries Ltd | Consumer Staples | Equity | 2.43% |
| Eicher Motors Ltd | Consumer Discretionary | Equity | 2.39% |
| Glaxosmithkline Pharmaceuticals Ltd | Healthcare | Equity | 2.39% |
| Cummins India Ltd | Industrials | Equity | 2.34% |
| Reverse Repo | Unspecified | Reverse Repo | 2.29% |
| Polycab India Ltd | Industrials | Equity | 2.27% |
| Marico Ltd | Consumer Staples | Equity | 2.27% |
| Indus Towers Ltd | Technology | Equity | 2.26% |
| HDFC Asset Management Company Ltd | Financial | Equity | 2.15% |
| Lupin Ltd | Healthcare | Equity | 2.14% |
| Axis Bank Ltd | Financial | Equity | 2.12% |
| Hindustan Zinc Ltd | Materials | Equity | 2.08% |
| Alkem Laboratories Ltd | Healthcare | Equity | 2.07% |
| Muthoot Finance Ltd | Financial | Equity | 2.05% |
| Titan Company Ltd | Consumer Discretionary | Equity | 2.00% |
| AU Small Finance Bank Ltd | Financial | Equity | 1.98% |
| Abbott India Ltd | Healthcare | Equity | 1.90% |
| Page Industries Ltd | Consumer Discretionary | Equity | 1.87% |
| Mphasis Ltd | Technology | Equity | 1.86% |
| ITC Ltd | Consumer Staples | Equity | 1.84% |
| Wipro Ltd | Technology | Equity | 1.83% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 1.79% |
| APL Apollo Tubes Ltd | Industrials | Equity | 1.71% |
| Oberoi Realty Ltd | Real Estate | Equity | 1.70% |
| Bharti Hexacom Ltd. | Technology | Equity | 1.60% |
| Colgate-Palmolive (India) Ltd | Consumer Staples | Equity | 1.52% |
| TVS Motor Company Ltd - Pref. Shares | Consumer Discretionary | Preference Shares | 0.04% |
| Net Receivables | Unspecified | Net Receivables | 0.00% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | -5.8% | +5.0% | +3.4% | +10.5% |
| Category average (Equity Thematic) | +4.0% | +17.4% | +16.3% | -- |
| Rank (Equity Thematic) | 9 | 7 | 5 | -- |