| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹59,118 | -1.47% | |
| 3 years | ₹1,80,000 | ₹2,01,096 | +11.72% | |
| 5 years | ₹3,00,000 | ₹4,23,724 | +41.24% | |
| 10 years | ₹6,00,000 | ₹14,38,277 | +139.71% |
| 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 & Utilities | Equity | 3.28% |
| NTPC Ltd | Energy & Utilities | Equity | 2.93% |
| Larsen & Toubro Ltd | Industrials | Equity | 2.69% |
| Bharti Airtel Ltd | Technology | Equity | 2.63% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 2.62% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 2.61% |
| Fortis Healthcare Ltd | Healthcare | Equity | 2.39% |
| Maruti Suzuki India Ltd | Consumer Discretionary | 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 | Materials | Equity | 1.97% |
| Bajaj Finance Ltd | Financial | Equity | 1.97% |
| Park Medi World Ltd. | Healthcare | Equity | 1.90% |
| Swiggy Ltd. | Technology | Equity | 1.84% |
| Infosys Ltd | Technology | Equity | 1.81% |
| GE T&D India Ltd | Industrials | Equity | 1.81% |
| Bharat Electronics Ltd | Industrials | Equity | 1.68% |
| Radico Khaitan Ltd | Consumer Staples | Equity | 1.62% |
| Ipca Laboratories Ltd | Healthcare | Equity | 1.51% |
| Jindal Steel & Power Ltd | Materials | Equity | 1.50% |
| Indus Towers Ltd | Technology | Equity | 1.49% |
| Indusind Bank Ltd | Financial | Equity | 1.47% |
| Dalmia Bharat Ltd | Materials | Equity | 1.46% |
| DEWAN HOUSING FINANCE CORP. LTD. EQ | Financial | Equity | 1.42% |
| Bank of Maharashtra | Financial | Equity | 1.40% |
| SRF Ltd | Materials | Equity | 1.33% |
| Bank Of Baroda | Financial | Equity | 1.33% |
| Repo | Unspecified | Repo | 1.33% |
| Coal India Ltd | Materials | Equity | 1.32% |
| Aptus Value Housing Finance India Ltd | Financial | Equity | 1.29% |
| Tata Steel Ltd | Materials | Equity | 1.27% |
| Century Plyboards (India) Ltd | Materials | Equity | 1.23% |
| Global Health Ltd | Healthcare | Equity | 1.21% |
| Hindalco Industries Ltd | Materials | Equity | 1.20% |
| Godrej Consumer Products Ltd | Consumer Staples | Equity | 1.20% |
| Ashok Leyland Ltd | Industrials | Equity | 1.18% |
| Kei Industries Ltd | Industrials | Equity | 1.17% |
| Indian Bank | Financial | Equity | 1.14% |
| Interglobe Aviation Ltd | Industrials | Equity | 1.14% |
| Voltas Ltd | Industrials | Equity | 1.09% |
| Kalpataru Power Transmission Ltd | Industrials | Equity | 1.08% |
| Jubilant Pharmova Ltd | Healthcare | Equity | 1.04% |
| Astra Microwave Products Ltd | Technology | Equity | 1.04% |
| UNO Minda Ltd | Consumer Discretionary | 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. | Consumer Staples | Equity | 0.81% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.73% |
| ITC Ltd | Consumer Staples | Equity | 0.67% |
| Happy Forgings Ltd. | Materials | Equity | 0.65% |
| Tenneco Clean Air India Ltd. | Consumer Discretionary | Equity | 0.62% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 0.54% |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | Equity | 0.36% |
| Net Payables | Unspecified | Net Payables | -0.19% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +18.2% | +16.2% | +17.0% | +16.1% |
| Category average (Equity Value Oriented) | +19.2% | +18.8% | +14.7% | -- |
| Rank (Equity Value Oriented) | 8 | 4 | 2 | -- |