| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹57,283 | -4.53% | |
| 3 years | ₹1,80,000 | ₹1,78,351 | -0.92% | |
| 5 years | ₹3,00,000 | ₹3,60,852 | +20.28% | |
| 10 years | ₹6,00,000 | ₹11,41,001 | +90.17% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd | Financial | Equity | 6.46% |
| Axis Bank Ltd | Financial | Equity | 5.27% |
| HDFC Bank Ltd | Financial | Equity | 5.24% |
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 4.85% |
| Larsen & Toubro Ltd | Industrials | Equity | 3.82% |
| State Bank of India | Financial | Equity | 3.43% |
| Bharti Airtel Ltd | Technology | Equity | 3.32% |
| Zomato Ltd | Technology | Equity | 3.20% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 3.12% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 3.09% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 2.93% |
| Infosys Ltd | Technology | Equity | 2.54% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 2.52% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 2.34% |
| Marico Ltd | Consumer Staples | Equity | 2.07% |
| Bharat Electronics Ltd | Industrials | Equity | 2.02% |
| HCL Technologies Ltd | Technology | Equity | 2.00% |
| Tata Steel Ltd | Materials | Equity | 1.99% |
| Cipla Ltd | Healthcare | Equity | 1.92% |
| Tata Power Company Ltd | Energy & Utilities | Equity | 1.90% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 1.83% |
| Interglobe Aviation Ltd | Industrials | Equity | 1.81% |
| NTPC Ltd | Energy & Utilities | Equity | 1.73% |
| Britannia Industries Ltd | Consumer Staples | Equity | 1.58% |
| Grasim Industries Ltd | Materials | Equity | 1.53% |
| Ultratech Cement Ltd | Materials | Equity | 1.40% |
| Ashok Leyland Ltd | Industrials | Equity | 1.38% |
| Tube Investments Of India Ltd | Consumer Discretionary | Equity | 1.34% |
| Trent Ltd | Consumer Discretionary | Equity | 1.31% |
| Hindalco Industries Ltd | Materials | Equity | 1.26% |
| Pine Labs Ltd. | Technology | Equity | 1.23% |
| IIFL Wealth Management Ltd | Financial | Equity | 1.22% |
| TATA CAPITAL LIMITED EQ | Financial | Equity | 1.22% |
| Meesho Ltd. | Consumer Discretionary | Equity | 1.21% |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | Equity | 1.17% |
| Prestige Estates Projects Ltd | Real Estate | Equity | 1.10% |
| Asian Paints Ltd | Materials | Equity | 1.06% |
| Exide Industries Ltd | Consumer Discretionary | Equity | 1.05% |
| Havells India Ltd | Consumer Discretionary | Equity | 1.01% |
| United Spirits Ltd | Consumer Staples | Equity | 0.95% |
| Eris Lifesciences Ltd | Healthcare | Equity | 0.93% |
| Kalyan Jewellers India Ltd | Consumer Discretionary | Equity | 0.92% |
| GE T&D India Ltd | Industrials | Equity | 0.81% |
| PG Electroplast Ltd | Industrials | Equity | 0.71% |
| Shaily Engineering Plastics Ltd | Materials | Equity | 0.65% |
| Medplus Health Services Ltd | Healthcare | Equity | 0.62% |
| SBFC Finance Ltd | Financial | Equity | 0.61% |
| CESC Ltd | Energy & Utilities | Equity | 0.52% |
| PB Fintech Ltd | Financial | Equity | 0.51% |
| Divi's Laboratories Ltd | Healthcare | Equity | 0.51% |
| Intellect Design Arena Ltd | Technology | Equity | 0.46% |
| Lemon Tree Hotels Ltd | Consumer Discretionary | Equity | 0.44% |
| Oil & Natural Gas Corporation Ltd | Energy & Utilities | Equity | 0.32% |
| One 97 Communications Ltd | Industrials | Equity | 0.32% |
| Syrma SGS Technology Ltd | Technology | Equity | 0.31% |
| GOVERNMENT OF INDIA 37816 091 DAYS TBILL 05NV26 FV RS 100 | Financial | Treasury Bills | 0.27% |
| Syngene International Ltd | Healthcare | Equity | 0.25% |
| 91 DTB (24-DEC-2026) | Financial | Treasury Bills | 0.16% |
| Metropolis Healthcare Ltd | Healthcare | Equity | 0.14% |
| TeamLease Services Ltd | Industrials | Equity | 0.12% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +8.5% | +8.8% | +12.0% | +17.0% |
| Category average (Equity Flexi Cap) | +10.1% | +8.4% | +11.7% | +15.1% |
| Rank (Equity Flexi Cap) | 32 | 13 | 11 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
| +7.61% | +16.60% | 3,098.01 | ||
| +3.35% | +14.13% | 5,748.73 | ||
| -3.93% | +13.78% | 1,08,546.97 | ||
| +4.30% | +13.04% | 27,982.49 | ||
| -7.39% | +8.51% | 18,188.24 | ||
| Compare | ||||