| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,189 | +1.98% | |
| 3 years | ₹1,80,000 | ₹2,03,670 | +13.15% | |
| 5 years | ₹3,00,000 | ₹4,20,301 | +40.10% | |
| 10 years | ₹6,00,000 | ₹13,90,865 | +131.81% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd | Financial | Equity | 6.30% |
| Larsen & Toubro Ltd | Industrials | Equity | 5.25% |
| Axis Bank Ltd | Financial | Equity | 3.89% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 3.41% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 3.16% |
| Infosys Ltd | Technology | Equity | 3.04% |
| State Bank of India | Financial | Equity | 2.62% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 2.61% |
| Bharti Airtel Ltd | Technology | Equity | 2.43% |
| The Federal Bank Ltd | Financial | Equity | 2.23% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 2.23% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | Equity | 2.06% |
| Coforge Ltd | Technology | Equity | 2.02% |
| Kei Industries Ltd | Industrials | Equity | 1.97% |
| Prestige Estates Projects Ltd | Real Estate | Equity | 1.91% |
| Glenmark Pharmaceuticals Ltd | Healthcare | Equity | 1.88% |
| Bharat Electronics Ltd | Industrials | Equity | 1.81% |
| BSE Ltd | Financial | Equity | 1.79% |
| Tata Motors Ltd | Industrials | Equity | 1.76% |
| Repo | Unspecified | Repo | 1.72% |
| Shyam Metalics and Energy Ltd, | Materials | Equity | 1.67% |
| Delhivery Ltd | Industrials | Equity | 1.58% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 1.51% |
| Indusind Bank Ltd | Financial | Equity | 1.48% |
| Meesho Ltd. | Consumer Discretionary | Equity | 1.42% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 1.42% |
| Lupin Ltd | Healthcare | Equity | 1.40% |
| Interglobe Aviation Ltd | Industrials | Equity | 1.39% |
| Global Health Ltd | Healthcare | Equity | 1.38% |
| Varun Beverages Ltd | Consumer Staples | Equity | 1.37% |
| Samvardhana Motherson International Ltd | Consumer Discretionary | Equity | 1.37% |
| Divi's Laboratories Ltd | Healthcare | Equity | 1.29% |
| Bank Of Baroda | Financial | Equity | 1.27% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 1.26% |
| RBL Bank Ltd | Financial | Equity | 1.25% |
| Tech Mahindra Ltd | Technology | Equity | 1.20% |
| Craftsman Automation Ltd | Consumer Discretionary | Equity | 1.18% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 1.16% |
| Aditya Birla Sun Life AMC Ltd | Financial | Equity | 1.06% |
| ICICI Lombard General Insurance Company Ltd | Financial | Equity | 1.02% |
| Honeywell Automation India Ltd | Technology | Equity | 0.97% |
| Ultratech Cement Ltd | Materials | Equity | 0.96% |
| Entero Healthcare Solutions Ltd. | Healthcare | Equity | 0.94% |
| Suven Pharmaceuticals Ltd | Healthcare | Equity | 0.92% |
| Ambuja Cements Ltd | Materials | Equity | 0.87% |
| Timken India Ltd | Industrials | Equity | 0.84% |
| DHFL VYSYA HOUSING FINANCE LIMITED EQ | Financial | Equity | 0.80% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 0.79% |
| Century Textiles & Industries Ltd | Materials | Equity | 0.79% |
| Jyoti CNC Automation Ltd. | Industrials | Equity | 0.78% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 0.76% |
| SBI Life Insurance Company Ltd | Financial | Equity | 0.76% |
| Voltas Ltd | Industrials | Equity | 0.75% |
| Hindalco Industries Ltd | Materials | Equity | 0.71% |
| JB Chemicals & Pharmaceuticals Ltd | Healthcare | Equity | 0.69% |
| FSN E-Commerce Ventures Limited July 2026 Future | Consumer Discretionary | Futures | 0.69% |
| Wockhardt Ltd | Healthcare | Equity | 0.64% |
| Zinka Logistics Solutions Ltd. | Industrials | Equity | 0.61% |
| KNR Constructions Ltd | Industrials | Equity | 0.60% |
| Mphasis Ltd | Technology | Equity | 0.59% |
| Swiggy Ltd. | Technology | Equity | 0.58% |
| V-Mart Retail Ltd | Consumer Discretionary | Equity | 0.48% |
| Jubilant Foodworks Limited July 2026 Future | Consumer Discretionary | Futures | 0.48% |
| Orchid Pharma Ltd | Healthcare | Equity | 0.48% |
| Britannia Industries Ltd | Consumer Staples | Equity | 0.45% |
| Medplus Health Services Ltd | Healthcare | Equity | 0.44% |
| Sonata Software Ltd | Technology | Equity | 0.41% |
| AFCONS INFRASTRUCTURE LIMITED EQ | Industrials | Equity | 0.34% |
| Oil & Natural Gas Corporation Ltd | Energy & Utilities | Equity | 0.29% |
| Mphasis Limited July 2026 Future | Technology | Futures | 0.24% |
| Lupin Ltd JUL-2026 | Healthcare | Futures | 0.17% |
| Crompton Greaves Consumer Electricals Limited July 2026 Future | Consumer Discretionary | Futures | 0.04% |
| TVS Motor Company Ltd - Pref. Shares | Consumer Discretionary | Preference Shares | 0.02% |
| Net Payables | Unspecified | Net Payables | -0.65% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +16.4% | +15.1% | +16.6% | +17.6% |
| Category average (Equity Value Oriented) | +19.2% | +18.8% | +14.7% | -- |
| Rank (Equity Value Oriented) | 11 | 11 | 2 | -- |