| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹29,228 | -2.57% | |
| 1 year | ₹60,000 | ₹58,855 | -1.91% | |
| 3 years | ₹1,80,000 | ₹2,04,207 | +13.45% | |
| 5 years | ₹3,00,000 | ₹4,39,078 | +46.36% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Repo | Unspecified | Repo | 6.26% |
| Infosys Ltd | Technology | Equity | 5.44% |
| ICICI Bank Ltd | Financial | Equity | 5.42% |
| HDFC Bank Ltd | Financial | Equity | 5.30% |
| Axis Bank Ltd | Financial | Equity | 4.66% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 3.63% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 3.42% |
| Larsen & Toubro Ltd | Industrials | Equity | 3.22% |
| Bharti Airtel Ltd | Technology | Equity | 3.19% |
| SBI Life Insurance Company Ltd | Financial | Equity | 3.04% |
| HDFC Life Insurance Co Ltd | Financial | Equity | 2.70% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 2.49% |
| NTPC Ltd | Energy & Utilities | Equity | 2.41% |
| Tata Motors Ltd | Industrials | Equity | 2.39% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 2.13% |
| Tata Motors Ltd | Consumer Discretionary | Equity | 1.91% |
| ICICI Lombard General Insurance Company Ltd | Financial | Equity | 1.85% |
| Britannia Industries Ltd | Consumer Staples | Equity | 1.79% |
| Info Edge (India) Ltd | Technology | Equity | 1.78% |
| Interglobe Aviation Ltd | Industrials | Equity | 1.69% |
| State Bank of India | Financial | Equity | 1.68% |
| Tata Consultancy Services Ltd | Technology | Equity | 1.65% |
| Tata Communications Ltd | Technology | Equity | 1.53% |
| Gland Pharma Ltd | Healthcare | Equity | 1.50% |
| PI Industries Ltd | Materials | Equity | 1.46% |
| Coforge Ltd | Technology | Equity | 1.40% |
| Trent Ltd | Consumer Discretionary | Equity | 1.19% |
| SBI Cards & Payments Services Ltd | Financial | Equity | 1.18% |
| Oil & Natural Gas Corporation Ltd | Energy & Utilities | Equity | 1.06% |
| Titan Company Ltd | Consumer Discretionary | Equity | 0.94% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 0.81% |
| Oil India Ltd | Energy & Utilities | Equity | 0.81% |
| Dr. Reddy's Laboratories Ltd | Healthcare | Equity | 0.75% |
| Avenue Supermarts Ltd | Consumer Staples | Equity | 0.75% |
| Aurobindo Pharma Ltd | Healthcare | Equity | 0.74% |
| Tata Chemicals Ltd | Materials | Equity | 0.73% |
| Affle (India) Ltd | Industrials | Equity | 0.73% |
| Kalpataru Power Transmission Ltd | Industrials | Equity | 0.72% |
| TBO Tek Ltd. | Consumer Discretionary | Equity | 0.66% |
| Indian Energy Exchange Ltd | Financial | Equity | 0.63% |
| KPIT Technologies Ltd | Technology | Equity | 0.60% |
| Cash Margin | Unspecified | Cash Margin | 0.60% |
| Gujarat State Petronet Ltd | Energy & Utilities | Equity | 0.60% |
| Shree Cement Ltd | Materials | Equity | 0.59% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 0.58% |
| Aarti Industries Ltd | Materials | Equity | 0.58% |
| Star Health & Allied Insurance Co. Ltd | Financial | Equity | 0.57% |
| Ultratech Cement Ltd | Materials | Equity | 0.57% |
| Aditya Birla Lifestyle Brands Ltd | Consumer Discretionary | Equity | 0.56% |
| UPL Ltd | Materials | Equity | 0.56% |
| Indusind Bank Ltd | Financial | Equity | 0.49% |
| Brainbees Solutions Ltd. | Consumer Discretionary | Equity | 0.47% |
| GOVERNMENT OF INDIA 36907 182 DAYS TBILL 09JL26 FV RS 100 | Financial | Treasury Bills | 0.45% |
| Zydus Lifesciences Ltd | Healthcare | Equity | 0.44% |
| ICICI Bank Ltd Futures | Financial | Futures | 0.43% |
| AIA Engineering Ltd | Industrials | Equity | 0.42% |
| ICICI Prudential Life Insurance Company Ltd | Financial | Equity | 0.42% |
| Cipla Ltd | Healthcare | Equity | 0.39% |
| KEC International Ltd | Diversified | Equity | 0.36% |
| Vedanta Ltd | Materials | Equity | 0.36% |
| Mphasis Ltd | Technology | Equity | 0.35% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 0.35% |
| Zomato Ltd | Technology | Equity | 0.33% |
| Hyundai Motor India Ltd. | Consumer Discretionary | Equity | 0.33% |
| Suven Pharmaceuticals Ltd | Healthcare | Equity | 0.32% |
| Apollo Tyres Ltd | Consumer Discretionary | Equity | 0.32% |
| Mahindra CIE Automotive Ltd | Consumer Discretionary | Equity | 0.30% |
| Swiggy Ltd. | Technology | Equity | 0.29% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 0.26% |
| Chambal Fertilisers & Chemicals Ltd | Materials | Equity | 0.26% |
| GOVERNMENT OF INDIA 36116 364 DAYS TBILL 25JU26 FV RS 100 | Financial | Treasury Bills | 0.17% |
| Chemplast Sanmar Ltd | Materials | Equity | 0.17% |
| Cyient Ltd | Technology | Equity | 0.16% |
| VEDANTA ALUMINIUM LIMITED EQ NEW F.V. RS.2/- | Energy & Utilities | Equity | 0.16% |
| Vedanta Aluminium Metal Ltd. | Materials | Equity | 0.16% |
| Vedanta Iron And Steel Ltd. | Materials | Equity | 0.16% |
| Vedanta Power Ltd. | Industrials | Equity | 0.16% |
| PNC Infratech Ltd | Industrials | Equity | 0.15% |
| IRB Infrastructure Developers Ltd | Industrials | Equity | 0.14% |
| PVR Ltd | Consumer Discretionary | Equity | 0.14% |
| GOVERNMENT OF INDIA 37341 091 DAYS TBILL 09JL26 FV RS 100 | Financial | Treasury Bills | 0.12% |
| Alkem Laboratories Ltd | Healthcare | Equity | 0.11% |
| Inox Wind Ltd | Industrials | Equity | 0.11% |
| Syngene International Ltd | Healthcare | Equity | 0.07% |
| Redtape Ltd | Consumer Discretionary | Equity | 0.07% |
| DLF Ltd | Real Estate | Equity | 0.05% |
| GOVERNMENT OF INDIA 36680 182 DAYS TBILL 08MY26 FV RS 100 | Financial | Treasury Bills | 0.04% |
| GOVERNMENT OF INDIA 36043 364 DAYS TBILL 04JU26 FV RS 100 | Financial | Treasury Bills | 0.04% |
| Bajaj Electricals Ltd | Consumer Discretionary | Equity | 0.01% |
| Indusind Bank Ltd Futures | Financial | Futures | -0.48% |
| Net Payables | Unspecified | Net Payables | -0.52% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | -0.1% | +18.2% | +18.2% | +18.6% |
| Category average (Equity Thematic) | +1.7% | +16.0% | +17.9% | -- |
| Rank (Equity Thematic) | 27 | 5 | 1 | -- |