| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹60,318 | +0.53% | |
| 3 years | ₹1,80,000 | ₹1,98,278 | +10.15% | |
| 5 years | ₹3,00,000 | ₹4,19,942 | +39.98% | |
| 10 years | ₹6,00,000 | ₹14,24,729 | +137.45% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd | Financial | Equity | 6.16% |
| HDFC Bank Ltd | Financial | Equity | 3.92% |
| State Bank of India | Financial | Equity | 3.37% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 2.89% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 2.74% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 2.62% |
| Larsen & Toubro Ltd | Industrials | Equity | 2.54% |
| Swiggy Ltd. | Technology | Equity | 2.40% |
| Bharti Airtel Ltd | Technology | Equity | 2.36% |
| NTPC Ltd | Energy & Utilities | Equity | 2.35% |
| Fortis Healthcare Ltd | Healthcare | Equity | 2.20% |
| Tech Mahindra Ltd | Technology | Equity | 2.12% |
| Mphasis Ltd | Technology | Equity | 2.12% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 2.09% |
| Poonawalla Fincorp Ltd | Financial | Equity | 2.06% |
| Infosys Ltd | Technology | Equity | 1.97% |
| Repo | Unspecified | Repo | 1.83% |
| Ultratech Cement Ltd | Materials | Equity | 1.82% |
| Park Medi World Ltd. | Healthcare | Equity | 1.74% |
| Indian Bank | Financial | Equity | 1.72% |
| Indus Towers Ltd | Technology | Equity | 1.67% |
| Global Health Ltd | Healthcare | Equity | 1.65% |
| Ipca Laboratories Ltd | Healthcare | Equity | 1.62% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 1.59% |
| Bajaj Finance Ltd | Financial | Equity | 1.55% |
| DEWAN HOUSING FINANCE CORP. LTD. EQ | Financial | Equity | 1.53% |
| Indusind Bank Ltd | Financial | Equity | 1.52% |
| Bharat Electronics Ltd | Industrials | Equity | 1.51% |
| The Jammu & Kashmir Bank Ltd | Financial | Equity | 1.50% |
| Axis Bank Ltd | Financial | Equity | 1.48% |
| V-Guard Industries Ltd | Industrials | Equity | 1.47% |
| Jindal Steel & Power Ltd | Materials | Equity | 1.37% |
| Schaeffler India Ltd | Industrials | Equity | 1.37% |
| Dalmia Bharat Ltd | Materials | Equity | 1.33% |
| Interglobe Aviation Ltd | Industrials | Equity | 1.30% |
| Kei Industries Ltd | Industrials | Equity | 1.29% |
| INDO-MIM Ltd. | Industrials | Equity | 1.28% |
| Bank of Maharashtra | Financial | Equity | 1.28% |
| Radico Khaitan Ltd | Consumer Staples | Equity | 1.28% |
| SRF Ltd | Materials | Equity | 1.27% |
| Astra Microwave Products Ltd | Technology | Equity | 1.22% |
| Ashok Leyland Ltd | Industrials | Equity | 1.19% |
| GE T&D India Ltd | Industrials | Equity | 1.18% |
| Kalpataru Power Transmission Ltd | Industrials | Equity | 1.13% |
| Ajanta Pharma Ltd | Healthcare | Equity | 1.12% |
| Metropolis Healthcare Ltd | Healthcare | Equity | 1.11% |
| UNO Minda Ltd | Consumer Discretionary | Equity | 1.10% |
| Century Plyboards (India) Ltd | Materials | Equity | 1.10% |
| Tata Steel Ltd | Materials | Equity | 1.03% |
| Molbio Diagnostics Ltd. | Healthcare | Equity | 1.02% |
| DLF Ltd | Real Estate | Equity | 1.01% |
| Tenneco Clean Air India Ltd. | Consumer Discretionary | Equity | 0.96% |
| Sequent Scientific Ltd | Healthcare | Equity | 0.95% |
| Godrej Consumer Products Ltd | Consumer Staples | Equity | 0.95% |
| SBI Funds Management Ltd | Financial | Equity | 0.92% |
| Aptus Value Housing Finance India Ltd | Financial | Equity | 0.82% |
| Hindalco Industries Ltd | Materials | Equity | 0.81% |
| L&T Finance Holdings Ltd | Financial | Equity | 0.74% |
| Vishal Mega Mart Ltd. | Consumer Staples | Equity | 0.68% |
| ITC Ltd | Consumer Staples | Equity | 0.51% |
| Power Finance Corporation Ltd | Financial | Equity | 0.49% |
| Lumino Industries Ltd. | Industrials | Equity | 0.18% |
| Net Payables | Unspecified | Net Payables | -0.10% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +14.6% | +14.4% | +16.2% | +16.0% |
| Category average (Equity Value Oriented) | +13.4% | +14.3% | +14.5% | +15.4% |
| Rank (Equity Value Oriented) | 8 | 6 | 1 | -- |