| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹57,189 | -4.69% | |
| 3 years | ₹1,80,000 | ₹1,84,313 | +2.40% | |
| 5 years | ₹3,00,000 | ₹3,89,796 | +29.93% | |
| 10 years | ₹6,00,000 | ₹13,18,578 | +119.76% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd | Financial | Equity | 5.93% |
| HDFC Bank Ltd | Financial | Equity | 5.06% |
| State Bank of India | Financial | Equity | 3.24% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 2.70% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 2.67% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 2.53% |
| Larsen & Toubro Ltd | Industrials | Equity | 2.50% |
| NTPC Ltd | Energy & Utilities | Equity | 2.46% |
| Bharti Airtel Ltd | Technology | Equity | 2.42% |
| Swiggy Ltd. | Technology | Equity | 2.26% |
| Tech Mahindra Ltd | Technology | Equity | 2.10% |
| Poonawalla Fincorp Ltd | Financial | Equity | 2.09% |
| Mphasis Ltd | Technology | Equity | 2.00% |
| Fortis Healthcare Ltd | Healthcare | Equity | 1.98% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 1.96% |
| INDO-MIM Ltd. | Industrials | Equity | 1.93% |
| Ultratech Cement Ltd | Materials | Equity | 1.85% |
| Infosys Ltd | Technology | Equity | 1.83% |
| Park Medi World Ltd. | Healthcare | Equity | 1.77% |
| Indus Towers Ltd | Technology | Equity | 1.70% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 1.70% |
| Ipca Laboratories Ltd | Healthcare | Equity | 1.68% |
| Indian Bank | Financial | Equity | 1.63% |
| Repo | Unspecified | Repo | 1.51% |
| The Jammu & Kashmir Bank Ltd | Financial | Equity | 1.50% |
| Bharat Electronics Ltd | Industrials | Equity | 1.50% |
| Bajaj Finance Ltd | Financial | Equity | 1.49% |
| Axis Bank Ltd | Financial | Equity | 1.48% |
| DEWAN HOUSING FINANCE CORP. LTD. EQ | Financial | Equity | 1.44% |
| Indusind Bank Ltd | Financial | Equity | 1.43% |
| Schaeffler India Ltd | Industrials | Equity | 1.42% |
| Jindal Steel & Power Ltd | Materials | Equity | 1.38% |
| V-Guard Industries Ltd | Industrials | Equity | 1.33% |
| Interglobe Aviation Ltd | Industrials | Equity | 1.32% |
| Bank of Maharashtra | Financial | Equity | 1.32% |
| Molbio Diagnostics Ltd. | Healthcare | Equity | 1.31% |
| SRF Ltd | Materials | Equity | 1.30% |
| Dalmia Bharat Ltd | Materials | Equity | 1.28% |
| Astra Microwave Products Ltd | Technology | Equity | 1.27% |
| Kalpataru Power Transmission Ltd | Industrials | Equity | 1.19% |
| Ajanta Pharma Ltd | Healthcare | Equity | 1.19% |
| GE T&D India Ltd | Industrials | Equity | 1.18% |
| Ashok Leyland Ltd | Industrials | Equity | 1.11% |
| Metropolis Healthcare Ltd | Healthcare | Equity | 1.10% |
| Tata Steel Ltd | Materials | Equity | 1.10% |
| UNO Minda Ltd | Consumer Discretionary | Equity | 1.07% |
| Kei Industries Ltd | Industrials | Equity | 1.06% |
| Century Plyboards (India) Ltd | Materials | Equity | 1.05% |
| DLF Ltd | Real Estate | Equity | 1.04% |
| Radico Khaitan Ltd | Consumer Staples | Equity | 1.02% |
| Tenneco Clean Air India Ltd. | Consumer Discretionary | Equity | 0.98% |
| Pine Labs Ltd. | Technology | Equity | 0.97% |
| Godrej Consumer Products Ltd | Consumer Staples | Equity | 0.95% |
| Sequent Scientific Ltd | Healthcare | Equity | 0.90% |
| SBI Funds Management Ltd | Financial | Equity | 0.87% |
| Hindalco Industries Ltd | Materials | Equity | 0.80% |
| Axiscades Technologies Ltd | Industrials | Equity | 0.68% |
| The South Indian Bank Ltd | Financial | Equity | 0.67% |
| Vishal Mega Mart Ltd. | Consumer Staples | Equity | 0.66% |
| L&T Finance Holdings Ltd | Financial | Equity | 0.65% |
| Global Health Ltd | Healthcare | Equity | 0.57% |
| ITC Ltd | Consumer Staples | Equity | 0.56% |
| Lumino Industries Ltd. | Industrials | Equity | 0.44% |
| National Stock Exchange Of India Ltd Equity | Financial | Equity | 0.38% |
| Net Payables | Unspecified | Net Payables | -0.46% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +12.9% | +12.3% | +15.5% | +15.4% |
| Category average (Equity Value Oriented) | +12.2% | +12.1% | +13.7% | +15.1% |
| Rank (Equity Value Oriented) | 9 | 7 | 1 | -- |