| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹57,973 | -3.38% | |
| 3 years | ₹1,80,000 | ₹1,96,344 | +9.08% | |
| 5 years | ₹3,00,000 | ₹3,97,212 | +32.40% | |
| 10 years | ₹6,00,000 | ₹12,63,429 | +110.57% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Larsen & Toubro Ltd. | Construction | Equity | 5.24% |
| ICICI Bank Ltd. | Financial | Equity | 5.04% |
| Axis Bank Ltd. | Financial | Equity | 3.78% |
| HDFC Bank Ltd. | Financial | Equity | 3.65% |
| Reliance Industries Ltd. | Energy | Equity | 3.60% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 3.55% |
| Infosys Ltd. | Technology | Equity | 3.22% |
| Bharti Airtel Ltd. | Communication | Equity | 2.56% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 2.35% |
| Glenmark Pharmaceuticals Ltd. | Healthcare | Equity | 2.11% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 2.02% |
| The Federal Bank Ltd. | Financial | Equity | 2.00% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 1.96% |
| Kei Industries Ltd. | Capital Goods | Equity | 1.81% |
| FSN E-Commerce Ventures Ltd. | Services | Equity | 1.80% |
| BSE Ltd. | Services | Equity | 1.74% |
| Coforge Ltd. | Technology | Equity | 1.70% |
| Delhivery Ltd. | Services | Equity | 1.61% |
| Shyam Metalics And Energy Ltd. | Metals & Mining | Equity | 1.58% |
| TVS Motor Company Ltd. | Automobile | Equity | 1.57% |
| Prestige Estates Projects Ltd. | Construction | Equity | 1.56% |
| Indusind Bank Ltd. | Financial | Equity | 1.52% |
| Tata Motors Ltd. | Automobile | Equity | 1.47% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 1.43% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 1.43% |
| Lupin Ltd. | Healthcare | Equity | 1.38% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 1.31% |
| Bank Of Baroda | Financial | Equity | 1.26% |
| Swiggy Ltd. | Services | Equity | 1.26% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 1.25% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 1.23% |
| Global Health Ltd. | Healthcare | Equity | 1.21% |
| LTM Limited | Technology | Equity | 1.21% |
| RBL Bank Ltd. | Financial | Equity | 1.17% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 1.10% |
| Craftsman Automation Ltd. | Automobile | Equity | 1.07% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 1.07% |
| Tech Mahindra Ltd. | Technology | Equity | 1.03% |
| Ultratech Cement Ltd. | Construction | Equity | 1.02% |
| Cohance Lifesciences Ltd. | Healthcare | Equity | 1.00% |
| Entero Healthcare Solutions Ltd. | Healthcare | Equity | 0.99% |
| Interglobe Aviation Ltd. | Services | Equity | 0.97% |
| Ambuja Cements Ltd. | Construction | Equity | 0.94% |
| Meesho Ltd. | Services | Equity | 0.93% |
| Aditya Birla Sun Life AMC Ltd. | Financial | Equity | 0.88% |
| Voltas Ltd. | Consumer Discretionary | Equity | 0.87% |
| Timken India Ltd. | Capital Goods | Equity | 0.85% |
| Eternal Ltd. | Services | Equity | 0.85% |
| Aditya Birla Real Estate Ltd. | Consumer Staples | Equity | 0.85% |
| Jubilant FoodWorks Ltd. | Services | Equity | 0.84% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 0.80% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 0.80% |
| Aadhar Housing Finance Ltd | Financial | Equity | 0.78% |
| Honeywell Automation India Ltd. | Capital Goods | Equity | 0.78% |
| Jyoti CNC Automation Ltd. | Capital Goods | Equity | 0.78% |
| Shriram Finance Ltd | Financial | Equity | 0.71% |
| Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 0.67% |
| Mphasis Ltd. | Technology | Equity | 0.64% |
| BlackBuck Ltd. | Services | Equity | 0.64% |
| JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 0.63% |
| FSN E-Commerce Ventures Ltd. | Services | Futures | 0.60% |
| Jubilant FoodWorks Ltd. | Services | Futures | 0.56% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 0.52% |
| Medplus Health Services Ltd. | Healthcare | Equity | 0.49% |
| Crompton Greaves Consumer Electricals Ltd. | Consumer Discretionary | Equity | 0.47% |
| Sonata Software Ltd. | Technology | Equity | 0.41% |
| V-Mart Retail Ltd. | Services | Equity | 0.39% |
| Afcons Infrastructure Ltd. | Construction | Equity | 0.38% |
| Wockhardt Ltd. | Healthcare | Equity | 0.34% |
| Orchid Pharma Ltd. | Healthcare | Equity | 0.32% |
| Mphasis Ltd. | Technology | Futures | 0.26% |
| KNR Constructions Ltd. | Construction | Equity | 0.19% |
| Lupin Ltd. | Healthcare | Futures | 0.17% |
| Hexaware Technologies Ltd. | Technology | Equity | 0.06% |
| Crompton Greaves Consumer Electricals Ltd. | Consumer Discretionary | Futures | 0.03% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.02% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +16.8% | +13.9% | +15.5% | +14.3% |
| Category average (Equity Value Oriented) | +19.2% | +18.8% | +14.7% | -- |
| Rank (Equity Value Oriented) | 12 | 12 | 4 | -- |