| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,700 | +2.83% | |
| 3 years | ₹1,80,000 | ₹2,02,131 | +12.29% | |
| 5 years | ₹3,00,000 | ₹4,19,064 | +39.69% | |
| 10 years | ₹6,00,000 | ₹13,57,051 | +126.18% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd | Financial | Equity | 6.14% |
| HDFC Bank Ltd | Financial | Equity | 4.18% |
| State Bank of India | Financial | Equity | 3.30% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 2.84% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 2.76% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 2.62% |
| Bharti Airtel Ltd | Technology | Equity | 2.59% |
| NTPC Ltd | Energy & Utilities | Equity | 2.52% |
| Larsen & Toubro Ltd | Industrials | Equity | 2.50% |
| Swiggy Ltd. | Technology | Equity | 2.32% |
| Fortis Healthcare Ltd | Healthcare | Equity | 2.32% |
| Tech Mahindra Ltd | Technology | Equity | 2.28% |
| Bajaj Finance Ltd | Financial | Equity | 2.27% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 2.22% |
| Poonawalla Fincorp Ltd | Financial | Equity | 2.09% |
| Mphasis Ltd | Technology | Equity | 1.94% |
| Ultratech Cement Ltd | Materials | Equity | 1.91% |
| Park Medi World Ltd. | Healthcare | Equity | 1.80% |
| Infosys Ltd | Technology | Equity | 1.79% |
| Indus Towers Ltd | Technology | Equity | 1.70% |
| Ipca Laboratories Ltd | Healthcare | Equity | 1.63% |
| Indian Bank | Financial | Equity | 1.61% |
| The Jammu & Kashmir Bank Ltd | Financial | Equity | 1.61% |
| Global Health Ltd | Healthcare | Equity | 1.58% |
| Radico Khaitan Ltd | Consumer Staples | Equity | 1.58% |
| Indusind Bank Ltd | Financial | Equity | 1.53% |
| Bharat Electronics Ltd | Industrials | Equity | 1.43% |
| Axis Bank Ltd | Financial | Equity | 1.42% |
| Schaeffler India Ltd | Industrials | Equity | 1.41% |
| Astra Microwave Products Ltd | Technology | Equity | 1.38% |
| DEWAN HOUSING FINANCE CORP. LTD. EQ | Financial | Equity | 1.38% |
| Repo | Unspecified | Repo | 1.32% |
| SRF Ltd | Materials | Equity | 1.31% |
| Interglobe Aviation Ltd | Industrials | Equity | 1.30% |
| Dalmia Bharat Ltd | Materials | Equity | 1.30% |
| Jindal Steel & Power Ltd | Materials | Equity | 1.28% |
| Aptus Value Housing Finance India Ltd | Financial | Equity | 1.18% |
| Century Plyboards (India) Ltd | Materials | Equity | 1.17% |
| GE T&D India Ltd | Industrials | Equity | 1.16% |
| INDO-MIM Ltd. | Industrials | Equity | 1.15% |
| Kei Industries Ltd | Industrials | Equity | 1.14% |
| Godrej Consumer Products Ltd | Consumer Staples | Equity | 1.14% |
| Ashok Leyland Ltd | Industrials | Equity | 1.14% |
| Metropolis Healthcare Ltd | Healthcare | Equity | 1.12% |
| Ajanta Pharma Ltd | Healthcare | Equity | 1.09% |
| Tata Steel Ltd | Materials | Equity | 1.08% |
| Kalpataru Power Transmission Ltd | Industrials | Equity | 1.06% |
| UNO Minda Ltd | Consumer Discretionary | Equity | 1.03% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 1.02% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 1.00% |
| Jubilant Pharmova Ltd | Healthcare | Equity | 0.99% |
| DLF Ltd | Real Estate | Equity | 0.97% |
| Bank of Maharashtra | Financial | Equity | 0.96% |
| SBI Funds Management Ltd | Financial | Equity | 0.94% |
| Power Finance Corporation Ltd | Financial | Equity | 0.86% |
| Hindalco Industries Ltd | Materials | Equity | 0.79% |
| L&T Finance Holdings Ltd | Financial | Equity | 0.72% |
| Balrampur Chini Mills Ltd | Consumer Staples | Equity | 0.68% |
| Vishal Mega Mart Ltd. | Consumer Staples | Equity | 0.67% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.64% |
| ITC Ltd | Consumer Staples | Equity | 0.57% |
| Tenneco Clean Air India Ltd. | Consumer Discretionary | Equity | 0.51% |
| Net Current Assets | Unspecified | Net Current Assets | 0.06% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +16.2% | +14.6% | +15.4% | +13.9% |
| Category average (Equity Value Oriented) | +19.2% | +18.8% | +14.7% | -- |
| Rank (Equity Value Oriented) | 9 | 7 | 2 | -- |