| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹56,111 | -6.48% | |
| 3 years | ₹1,80,000 | ₹2,08,013 | +15.56% | |
| 5 years | ₹3,00,000 | ₹4,59,826 | +53.28% | |
| 10 years | ₹6,00,000 | ₹15,29,165 | +154.86% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Axis Bank Ltd. | Financial | Equity | 6.48% |
| Oil And Natural Gas Corporation Ltd. | Energy | Equity | 4.37% |
| State Bank of India | Financial | Equity | 4.23% |
| Amphenol Corp | Capital Goods | Forgn. Eq | 3.70% |
| NTPC Ltd. | Energy | Equity | 3.59% |
| Reliance Industries Ltd. | Energy | Equity | 3.49% |
| APL Apollo Tubes Ltd. | Metals & Mining | Equity | 3.42% |
| HDFC Bank Ltd. | Financial | Equity | 2.96% |
| Shriram Finance Ltd | Financial | Equity | 2.54% |
| PG Electroplast Ltd. | Capital Goods | Equity | 2.48% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 2.47% |
| Eternal Ltd. | Services | Equity | 2.46% |
| AIA Engineering Ltd. | Metals & Mining | Equity | 2.46% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 2.39% |
| IDFC First Bank Ltd. | Financial | Equity | 2.26% |
| Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 2.13% |
| Tata Motors Passenger Vehicles Ltd. | Automobile | Equity | 2.06% |
| PB Fintech Ltd. | Services | Equity | 1.91% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 1.83% |
| Syrma SGS Technology Ltd. | Capital Goods | Equity | 1.80% |
| Ujjivan Small Finance Bank Ltd. | Financial | Equity | 1.79% |
| Aster DM Healthcare Ltd. | Healthcare | Equity | 1.78% |
| Tata Motors Ltd. | Automobile | Equity | 1.74% |
| Ultratech Cement Ltd. | Construction | Equity | 1.71% |
| Mphasis Ltd. | Technology | Equity | 1.65% |
| Mankind Pharma Ltd. | Healthcare | Equity | 1.56% |
| Sudarshan Chemical Industries Ltd. | Chemicals | Equity | 1.56% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 1.47% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 1.47% |
| Akums Drugs And Pharmaceuticals Ltd. | Healthcare | Equity | 1.47% |
| Bharti Airtel Ltd. | Communication | Equity | 1.44% |
| Metropolis Healthcare Ltd. | Healthcare | Equity | 1.42% |
| Tata Communications Ltd. | Communication | Equity | 1.39% |
| Interglobe Aviation Ltd. | Services | Equity | 1.35% |
| TVS Motor Company Ltd. | Automobile | Equity | 1.30% |
| Affle 3I Ltd. | Technology | Equity | 1.27% |
| Indus Towers Ltd. | Communication | Equity | 1.25% |
| Lemon Tree Hotels Ltd. | Services | Equity | 1.21% |
| Eris Lifesciences Ltd. | Healthcare | Equity | 1.16% |
| Piramal Pharma Ltd. | Healthcare | Equity | 1.14% |
| Pricol Ltd. | Automobile | Equity | 1.12% |
| Intellect Design Arena Ltd. | Technology | Equity | 0.95% |
| Biocon Ltd. | Healthcare | Equity | 0.87% |
| Finolex Cables Ltd. | Capital Goods | Equity | 0.84% |
| RBL Bank Ltd. | Financial | Equity | 0.82% |
| CE Info Systems Ltd. | Technology | Equity | 0.78% |
| IIFL Finance Ltd. | Financial | Equity | 0.75% |
| SKF India (Industrial) Ltd. | Capital Goods | Equity | 0.74% |
| Zensar Technologies Ltd. | Technology | Equity | 0.72% |
| Swiggy Ltd. | Services | Equity | 0.69% |
| Deepak Nitrite Ltd. | Chemicals | Equity | 0.63% |
| Camlin Fine Sciences Ltd. | Chemicals | Equity | 0.55% |
| Reserve Bank of India | Financial | T-Bills | 0.29% |
| Pine Labs Ltd. | Financial | Equity | 0.25% |
| Stanley Lifestyles Ltd. | Consumer Discretionary | Equity | 0.10% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.01% |
| Numero Uno International Ltd | Services | Equity | 0.00% |
| Chennai Interactive Business Services | Services | Equity | 0.00% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +26.7% | +19.3% | +17.1% | +16.7% |
| Category average (Equity Thematic) | +16.0% | +17.9% | +13.6% | -- |
| Rank (Equity Thematic) | 1 | 3 | 2 | -- |