| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹52,413 | -12.65% | |
| 3 years | ₹1,80,000 | ₹1,58,465 | -11.96% | |
| 5 years | ₹3,00,000 | ₹3,06,686 | +2.23% | |
| 10 years | ₹6,00,000 | ₹9,00,446 | +50.07% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ITC Ltd. | Consumer Staples | Equity | 23.95% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 19.36% |
| Nestle India Ltd. | Consumer Staples | Equity | 9.43% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 7.51% |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 4.54% |
| Godrej Consumer Products Ltd. | Consumer Staples | Equity | 4.23% |
| Dabur India Ltd. | Consumer Staples | Equity | 4.12% |
| United Breweries Ltd. | Consumer Staples | Equity | 3.16% |
| United Spirits Ltd. | Consumer Staples | Equity | 3.06% |
| Amrutanjan Health Care Ltd. | Healthcare | Equity | 2.42% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 2.12% |
| Marico Ltd. | Consumer Staples | Equity | 2.10% |
| Honasa Consumer Ltd. | Consumer Staples | Equity | 1.30% |
| Kansai Nerolac Paints Ltd. | Chemicals | Equity | 1.15% |
| Orkla India Ltd. | Consumer Staples | Equity | 1.10% |
| Emami Ltd. | Consumer Staples | Equity | 0.99% |
| AWL Agri Business Ltd. | Consumer Staples | Equity | 0.95% |
| Jyothy Labs Ltd. | Consumer Staples | Equity | 0.81% |
| Galaxy Surfactants Ltd. | Chemicals | Equity | 0.65% |
| Estee Lauder Stock | Consumer Staples | Forgn. Eq | 0.63% |
| Pidilite Industries Ltd. | Chemicals | Equity | 0.53% |
| Relaxo Footwears Ltd. | Consumer Staples | Equity | 0.44% |
| Gillette India Ltd. | Consumer Staples | Equity | 0.38% |
| Mold-Tek Packaging Ltd. | Chemicals | Equity | 0.30% |
| Procter & Gamble Hygiene and Health Care Ltd. | Consumer Staples | Equity | 0.26% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 0.26% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +2.2% | +8.6% | +11.1% | +11.4% |
| Category average (Equity Thematic) | +16.0% | +17.9% | +13.6% | -- |
| Rank (Equity Thematic) | 16 | 14 | 6 | -- |