| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹58,912 | -1.81% | |
| 3 years | ₹1,80,000 | ₹2,02,733 | +12.63% | |
| 5 years | ₹3,00,000 | ₹4,25,301 | +41.77% | |
| 10 years | ₹6,00,000 | ₹14,42,668 | +140.44% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 5.61% |
| ICICI Bank Ltd. | Financial | Equity | 4.52% |
| State Bank of India | Financial | Equity | 3.63% |
| Reliance Industries Ltd. | Energy | Equity | 3.28% |
| NTPC Ltd. | Energy | Equity | 2.93% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.69% |
| Bharti Airtel Ltd. | Communication | Equity | 2.63% |
| Hero Motocorp Ltd. | Automobile | Equity | 2.62% |
| Shriram Finance Ltd | Financial | Equity | 2.61% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 2.39% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 2.35% |
| Axis Bank Ltd. | Financial | Equity | 2.15% |
| Tech Mahindra Ltd. | Technology | Equity | 2.09% |
| Mphasis Ltd. | Technology | Equity | 2.00% |
| Poonawalla Fincorp Ltd. | Financial | Equity | 1.98% |
| Ultratech Cement Ltd. | Construction | Equity | 1.97% |
| Bajaj Finance Ltd. | Financial | Equity | 1.97% |
| Park Medi World Ltd. | Healthcare | Equity | 1.90% |
| Swiggy Ltd. | Services | Equity | 1.84% |
| Infosys Ltd. | Technology | Equity | 1.81% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 1.81% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 1.68% |
| Radico Khaitan Ltd. | Consumer Staples | Equity | 1.62% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 1.51% |
| Jindal Steel Ltd. | Metals & Mining | Equity | 1.50% |
| Indus Towers Ltd. | Communication | Equity | 1.49% |
| Indusind Bank Ltd. | Financial | Equity | 1.47% |
| Dalmia Bharat Ltd. | Construction | Equity | 1.46% |
| Piramal Finance Ltd. | Financial | Equity | 1.42% |
| Bank of Maharashtra | Financial | Equity | 1.40% |
| SRF Ltd. | Chemicals | Equity | 1.33% |
| Bank Of Baroda | Financial | Equity | 1.33% |
| Coal India Ltd. | Energy | Equity | 1.32% |
| Aptus Value Housing Finance India Ltd. | Financial | Equity | 1.29% |
| Tata Steel Ltd. | Metals & Mining | Equity | 1.27% |
| Century Plyboards (India) Ltd. | Consumer Staples | Equity | 1.23% |
| Global Health Ltd. | Healthcare | Equity | 1.21% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 1.20% |
| Godrej Consumer Products Ltd. | Consumer Staples | Equity | 1.20% |
| Ashok Leyland Ltd. | Automobile | Equity | 1.18% |
| Kei Industries Ltd. | Capital Goods | Equity | 1.17% |
| Interglobe Aviation Ltd. | Services | Equity | 1.14% |
| Indian Bank | Financial | Equity | 1.14% |
| Voltas Ltd. | Consumer Discretionary | Equity | 1.09% |
| Kalpataru Projects International Ltd. | Capital Goods | Equity | 1.08% |
| Astra Microwave Products Ltd. | Communication | Equity | 1.04% |
| Jubilant Pharmova Ltd. | Healthcare | Equity | 1.04% |
| UNO Minda Ltd. | Automobile | Equity | 1.03% |
| The Jammu & Kashmir Bank Ltd. | Financial | Equity | 1.00% |
| JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 0.99% |
| Metropolis Healthcare Ltd. | Healthcare | Equity | 0.97% |
| Power Finance Corporation Ltd. | Financial | Equity | 0.96% |
| Ajanta Pharma Ltd. | Healthcare | Equity | 0.94% |
| Vishal Mega Mart Ltd. | Services | Equity | 0.81% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.73% |
| ITC Ltd. | Consumer Staples | Equity | 0.67% |
| Happy Forgings Ltd. | Metals & Mining | Equity | 0.65% |
| Tenneco Clean Air India Ltd | Automobile | Equity | 0.62% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 0.54% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 0.36% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +18.9% | +17.7% | +17.5% | +16.1% |
| Category average (Equity Value Oriented) | +19.2% | +18.8% | +14.7% | -- |
| Rank (Equity Value Oriented) | 8 | 5 | 1 | -- |