| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹29,592 | -1.36% | |
| 1 year | ₹60,000 | ₹58,139 | -3.10% | |
| 3 years | ₹1,80,000 | ₹1,94,620 | +8.12% | |
| 5 years | ₹3,00,000 | ₹4,13,292 | +37.76% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd | Financial | Equity | 8.98% |
| ICICI Bank Ltd | Financial | Equity | 7.67% |
| Repo | Unspecified | Repo | 7.07% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 5.36% |
| Larsen & Toubro Ltd | Industrials | Equity | 4.92% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 4.20% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 3.86% |
| DLF Ltd | Real Estate | Equity | 3.12% |
| Xtrackers Harvest CSI 300 China A-Shares ETF | Unspecified | Foreign Mutual Funds | 2.90% |
| HDFC Life Insurance Co Ltd | Financial | Equity | 2.88% |
| Bharti Airtel Ltd | Technology | Equity | 2.88% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 2.76% |
| Ultratech Cement Ltd | Materials | Equity | 2.71% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 2.38% |
| NTPC Ltd | Energy & Utilities | Equity | 2.17% |
| Hyundai Motor India Ltd. | Consumer Discretionary | Equity | 2.10% |
| Axis Bank Ltd Futures | Financial | Futures | 2.09% |
| State Bank of India Futures | Financial | Futures | 2.04% |
| Prestige Estates Projects Ltd | Real Estate | Equity | 2.01% |
| Asian Paints Ltd | Materials | Equity | 1.87% |
| Interglobe Aviation Ltd | Industrials | Equity | 1.87% |
| SBI Life Insurance Company Ltd | Financial | Equity | 1.62% |
| Axis Bank Ltd | Financial | Equity | 1.43% |
| Trent Ltd | Consumer Discretionary | Equity | 1.37% |
| Info Edge (India) Ltd | Technology | Equity | 1.36% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 1.35% |
| ICICI Prudential Life Insurance Company Ltd | Financial | Equity | 1.15% |
| ICICI Lombard General Insurance Company Ltd | Financial | Equity | 1.12% |
| Shree Cement Ltd | Materials | Equity | 1.00% |
| Ashok Leyland Ltd | Industrials | Equity | 1.00% |
| Cummins India Ltd | Industrials | Equity | 0.96% |
| Siemens Ltd | Diversified | Equity | 0.83% |
| Triveni Turbine Ltd | Industrials | Equity | 0.75% |
| Tata Motors Ltd | Industrials | Equity | 0.74% |
| HDFC Asset Management Company Ltd | Financial | Equity | 0.73% |
| ABB India Ltd | Industrials | Equity | 0.72% |
| Atul Ltd | Materials | Equity | 0.65% |
| Page Industries Ltd | Consumer Discretionary | Equity | 0.55% |
| Avenue Supermarts Ltd | Consumer Staples | Equity | 0.55% |
| Oberoi Realty Ltd | Real Estate | Equity | 0.54% |
| PI Industries Ltd | Materials | Equity | 0.52% |
| Gujarat Pipavav Port Ltd | Industrials | Equity | 0.52% |
| Aarti Industries Ltd | Materials | Equity | 0.50% |
| Supreme Industries Ltd | Materials | Equity | 0.50% |
| NHPC Ltd | Energy & Utilities | Equity | 0.48% |
| Hindustan Unilever Ltd Futures | Consumer Staples | Futures | 0.48% |
| SKF India (Industrial) Ltd | Industrials | Equity | 0.42% |
| Gujarat Narmada Valley Fertilizers & Chemicals Ltd | Materials | Equity | 0.38% |
| Swiggy Ltd. | Technology | Equity | 0.38% |
| SKF India Ltd | Industrials | Equity | 0.37% |
| Ambuja Cements Ltd | Materials | Equity | 0.36% |
| Arvind Fashions Ltd | Consumer Discretionary | Equity | 0.33% |
| Godrej Consumer Products Ltd Futures | Consumer Staples | Futures | 0.31% |
| Affle (India) Ltd | Industrials | Equity | 0.30% |
| Indian Energy Exchange Ltd | Financial | Equity | 0.29% |
| Go Digit General Insurance Ltd. | Financial | Equity | 0.28% |
| Britannia Industries Ltd Futures | Consumer Staples | Futures | 0.28% |
| Sundaram-Clayton Ltd | Consumer Discretionary | Equity | 0.26% |
| CARE Ratings Ltd | Industrials | Equity | 0.25% |
| Indiamart Intermesh Ltd | Industrials | Equity | 0.25% |
| Ingersoll Rand India Ltd | Industrials | Equity | 0.25% |
| Siemens Energy India Ltd | Energy & Utilities | Equity | 0.25% |
| Godrej Consumer Products Ltd | Consumer Staples | Equity | 0.21% |
| GOVERNMENT OF INDIA 36582 364 DAYS TBILL 08OT26 FV RS 100 | Financial | Treasury Bills | 0.20% |
| GOVERNMENT OF INDIA 37629 091 DAYS TBILL 01OT26 FV RS 100 | Financial | Treasury Bills | 0.19% |
| UTI Asset Management Company Ltd | Financial | Equity | 0.18% |
| Life Insurance Corporation of India | Financial | Equity | 0.17% |
| Cash Margin | Unspecified | Cash Margin | 0.16% |
| Tata Chemicals Ltd | Materials | Equity | 0.16% |
| 91 Days Tbill (MD 17/09/2026) | Financial | Treasury Bills | 0.14% |
| Sundaram Finance Ltd | Financial | Equity | 0.14% |
| L I C Housing Finance Ltd Futures | Financial | Futures | 0.13% |
| Can Fin Homes Ltd | Financial | Equity | 0.13% |
| Automotive Axles Ltd | Consumer Discretionary | Equity | 0.12% |
| GOVERNMENT OF INDIA 37392 182 DAYS TBILL 22OT26 FV RS 100 | Financial | Treasury Bills | 0.12% |
| Trent Ltd. | Consumer Discretionary | Futures | 0.10% |
| Bank Of Baroda | Financial | Equity | 0.10% |
| Birla Corporation Ltd | Materials | Equity | 0.10% |
| PNB Housing Finance Ltd | Financial | Equity | 0.09% |
| Reserve Bank of India 91-D | Financial | Treasury Bills | 0.09% |
| Tata Motors Ltd | Consumer Discretionary | Equity | 0.09% |
| LIC Housing Finance Ltd | Financial | Equity | 0.09% |
| Carborundum Universal Ltd | Materials | Equity | 0.08% |
| 91 DAYS T-BILL - 24SEP2026 | Financial | Treasury Bills | 0.07% |
| ZF Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | Equity | 0.06% |
| GOVERNMENT OF INDIA 36516 364 DAYS TBILL 17SP26 FV RS 100 | Financial | Treasury Bills | 0.06% |
| GOVERNMENT OF INDIA 36628 364 DAYS TBILL 15OT26 FV RS 100 | Financial | Treasury Bills | 0.06% |
| Brigade Enterprises Ltd | Real Estate | Equity | 0.05% |
| GOVERNMENT OF INDIA 36573 364 DAYS TBILL 02OT26 FV RS 100 | Financial | Treasury Bills | 0.03% |
| GSPL Transmission Ltd. | Energy & Utilities | Equity | 0.02% |
| GOVERNMENT OF INDIA 37176 182 DAYS TBILL 03SP26 FV RS 100 | Financial | Treasury Bills | 0.02% |
| Sobha Ltd | Real Estate | Equity | 0.01% |
| State Bank of India | Financial | Equity | 0.00% |
| Britannia Industries Ltd | Consumer Staples | Equity | 0.00% |
| Net Payables | Unspecified | Net Payables | -5.38% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | -3.9% | +14.1% | +15.4% | +18.0% |
| Category average (Equity Thematic) | -0.6% | +16.8% | +19.9% | -- |
| Rank (Equity Thematic) | 18 | 3 | 2 | -- |