| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹58,860 | -1.90% | |
| 3 years | ₹1,80,000 | ₹2,07,902 | +15.50% | |
| 5 years | ₹3,00,000 | ₹4,61,750 | +53.92% | |
| 10 years | ₹6,00,000 | ₹15,06,629 | +151.10% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 5.15% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 4.94% |
| Shriram Finance Ltd | Financial | Equity | 4.07% |
| Axis Bank Ltd. | Financial | Equity | 3.88% |
| Amphenol Corp | Capital Goods | Forgn. Eq | 3.84% |
| State Bank of India | Financial | Equity | 3.72% |
| APL Apollo Tubes Ltd. | Metals & Mining | Equity | 3.71% |
| NTPC Ltd. | Energy | Equity | 3.50% |
| Mankind Pharma Ltd. | Healthcare | Equity | 3.24% |
| AIA Engineering Ltd. | Metals & Mining | Equity | 2.63% |
| Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 2.56% |
| Eternal Ltd. | Services | Equity | 2.44% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 2.38% |
| Syrma SGS Technology Ltd. | Capital Goods | Equity | 2.28% |
| PB Fintech Ltd. | Services | Equity | 2.12% |
| IDFC First Bank Ltd. | Financial | Equity | 2.11% |
| PG Electroplast Ltd. | Capital Goods | Equity | 1.92% |
| Aster DM Healthcare Ltd. | Healthcare | Equity | 1.88% |
| Tata Motors Passenger Vehicles Ltd. | Automobile | Equity | 1.81% |
| Ujjivan Small Finance Bank Ltd. | Financial | Equity | 1.80% |
| Finolex Cables Ltd. | Capital Goods | Equity | 1.78% |
| Akums Drugs And Pharmaceuticals Ltd. | Healthcare | Equity | 1.62% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 1.62% |
| Mphasis Ltd. | Technology | Equity | 1.62% |
| Sudarshan Chemical Industries Ltd. | Chemicals | Equity | 1.60% |
| Ultratech Cement Ltd. | Construction | Equity | 1.55% |
| Metropolis Healthcare Ltd. | Healthcare | Equity | 1.41% |
| Tata Motors Ltd. | Automobile | Equity | 1.39% |
| Tata Communications Ltd. | Communication | Equity | 1.35% |
| Affle 3I Ltd. | Technology | Equity | 1.29% |
| Lemon Tree Hotels Ltd. | Services | Equity | 1.24% |
| Interglobe Aviation Ltd. | Services | Equity | 1.19% |
| Piramal Pharma Ltd. | Healthcare | Equity | 1.17% |
| TVS Motor Company Ltd. | Automobile | Equity | 1.15% |
| Eris Lifesciences Ltd. | Healthcare | Equity | 1.11% |
| Indus Towers Ltd. | Communication | Equity | 1.11% |
| Pricol Ltd. | Automobile | Equity | 1.05% |
| Intellect Design Arena Ltd. | Technology | Equity | 1.00% |
| HDFC Bank Ltd. | Financial | Equity | 0.95% |
| Biocon Ltd. | Healthcare | Equity | 0.79% |
| IIFL Finance Ltd. | Financial | Equity | 0.71% |
| CE Info Systems Ltd. | Technology | Equity | 0.69% |
| Deepak Nitrite Ltd. | Chemicals | Equity | 0.68% |
| Zensar Technologies Ltd. | Technology | Equity | 0.65% |
| SKF India (Industrial) Ltd. | Capital Goods | Equity | 0.63% |
| Reserve Bank of India | Financial | T-Bills | 0.29% |
| Chennai Interactive Business Services | Services | Equity | 0.00% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +23.8% | +19.7% | +16.2% | +13.0% |
| Category average (Equity Thematic) | +16.0% | +17.9% | +13.6% | -- |
| Rank (Equity Thematic) | 1 | 2 | 2 | -- |