| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹55,903 | -6.83% | |
| 3 years | ₹1,80,000 | ₹1,77,648 | -1.31% | |
| 5 years | ₹3,00,000 | ₹3,70,782 | +23.59% | |
| 10 years | ₹6,00,000 | ₹11,35,612 | +89.27% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd | Financial | Equity | 9.06% |
| HDFC Bank Ltd | Financial | Equity | 7.87% |
| Axis Bank Ltd | Financial | Equity | 6.56% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 4.88% |
| State Bank of India | Financial | Equity | 4.49% |
| Bharti Airtel Ltd | Technology | Equity | 4.45% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 4.40% |
| SBI Life Insurance Company Ltd | Financial | Equity | 3.21% |
| HCL Technologies Ltd | Technology | Equity | 2.94% |
| Hyundai Motor India Ltd. | Consumer Discretionary | Equity | 2.72% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 2.64% |
| Zomato Ltd | Technology | Equity | 2.41% |
| Bajaj Auto Ltd | Consumer Discretionary | Equity | 1.88% |
| Tata Steel Ltd | Materials | Equity | 1.85% |
| Britannia Industries Ltd | Consumer Staples | Equity | 1.69% |
| Larsen & Toubro Ltd | Industrials | Equity | 1.59% |
| JSW Steel Ltd | Materials | Equity | 1.55% |
| Dr. Lal Pathlabs Ltd | Healthcare | Equity | 1.52% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 1.50% |
| Bosch Ltd | Consumer Discretionary | Equity | 1.42% |
| Interglobe Aviation Ltd | Industrials | Equity | 1.37% |
| Karur Vysya Bank Ltd | Financial | Equity | 1.30% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 1.21% |
| Alkem Laboratories Ltd | Healthcare | Equity | 1.21% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 1.17% |
| Metropolis Healthcare Ltd | Healthcare | Equity | 1.16% |
| Cipla Ltd | Healthcare | Equity | 1.11% |
| ICICI Lombard General Insurance Company Ltd | Financial | Equity | 1.10% |
| Power Grid Corporation of India Ltd | Energy & Utilities | Equity | 1.09% |
| Star Health & Allied Insurance Co. Ltd | Financial | Equity | 1.07% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 1.05% |
| United Spirits Ltd | Consumer Staples | Equity | 1.03% |
| Tech Mahindra Ltd | Technology | Equity | 1.02% |
| Mphasis Ltd | Technology | Equity | 1.01% |
| JSW Energy Ltd | Energy & Utilities | Equity | 0.97% |
| Infosys Ltd | Technology | Equity | 0.96% |
| Lupin Ltd | Healthcare | Equity | 0.95% |
| Eicher Motors Ltd | Consumer Discretionary | Equity | 0.86% |
| PB Fintech Ltd | Financial | Equity | 0.84% |
| Chalet Hotels Ltd | Consumer Discretionary | Equity | 0.81% |
| IIFL Wealth Management Ltd | Financial | Equity | 0.79% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 0.75% |
| Godrej Consumer Products Ltd | Consumer Staples | Equity | 0.74% |
| Havells India Ltd | Consumer Discretionary | Equity | 0.73% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 0.69% |
| Cummins India Ltd | Industrials | Equity | 0.68% |
| Westlife Development Ltd | Consumer Discretionary | Equity | 0.59% |
| Birla Corporation Ltd | Materials | Equity | 0.56% |
| Bharat Electronics Ltd | Industrials | Equity | 0.56% |
| Life Insurance Corporation of India | Financial | Equity | 0.53% |
| Repo | Unspecified | Repo | 0.47% |
| The Ramco Cements Ltd | Materials | Equity | 0.45% |
| Cyient Ltd | Technology | Equity | 0.44% |
| Suven Pharmaceuticals Ltd | Healthcare | Equity | 0.42% |
| GOVERNMENT OF INDIA 31719 GOI 20JU27 7.38 FV RS 100 | Entities | GOI Securities | 0.34% |
| TeamLease Services Ltd | Industrials | Equity | 0.31% |
| Popular Vehicles And Services Ltd. | Consumer Discretionary | Equity | 0.31% |
| Rubicon Research Ltd. | Healthcare | Equity | 0.24% |
| Tata Motors Ltd | Industrials | Equity | 0.17% |
| JK Lakshmi Cement Ltd | Materials | Equity | 0.13% |
| Bajaj Electricals Ltd | Consumer Discretionary | Equity | 0.12% |
| Anthem Biosciences Ltd. | Healthcare | Equity | 0.07% |
| SBI Funds Management Ltd | Financial | Equity | 0.05% |
| Net Payables | Unspecified | Net Payables | -0.06% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +10.4% | +11.4% | +11.7% | +21.9% |
| Category average (Equity ELSS) | +8.7% | +8.1% | +11.5% | +19.1% |
| Rank (Equity ELSS) | 9 | 4 | 14 | -- |