| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹26,991 | -10.03% | |
| 1 year | ₹60,000 | ₹53,748 | -10.42% | |
| 3 years | ₹1,80,000 | ₹1,77,993 | -1.11% | |
| 5 years | ₹3,00,000 | ₹3,57,303 | +19.10% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Bharti Airtel Ltd. | Communication | Equity | 6.28% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 6.25% |
| ITC Ltd. | Consumer Staples | Equity | 5.05% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 4.42% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 4.27% |
| Eternal Ltd. | Services | Equity | 4.20% |
| Bajaj Auto Ltd. | Automobile | Equity | 3.59% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 3.44% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 2.63% |
| Avenue Supermarts Ltd. | Services | Equity | 2.54% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 2.49% |
| Trent Ltd. | Services | Equity | 2.32% |
| TVS Motor Company Ltd. | Automobile | Equity | 2.22% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 2.04% |
| Aditya Vision Ltd. | Services | Equity | 2.02% |
| Indus Towers Ltd. | Communication | Equity | 2.00% |
| Tata Power Company Ltd. | Energy | Equity | 1.91% |
| Blue Star Ltd. | Consumer Discretionary | Equity | 1.85% |
| DOMS Industries Ltd. | Consumer Staples | Equity | 1.73% |
| Tube Investments Of India Ltd. | Automobile | Equity | 1.72% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 1.67% |
| Devyani International Ltd. | Services | Equity | 1.58% |
| Aster DM Healthcare Ltd. | Healthcare | Equity | 1.53% |
| Ceat Ltd. | Automobile | Equity | 1.51% |
| United Spirits Ltd. | Consumer Staples | Equity | 1.44% |
| Emami Ltd. | Consumer Staples | Equity | 1.42% |
| Havells India Ltd. | Capital Goods | Equity | 1.42% |
| Info Edge (India) Ltd. | Services | Equity | 1.42% |
| Mrs. Bectors Food Specialities Ltd. | Consumer Staples | Equity | 1.37% |
| Belrise Industries Ltd. | Automobile | Equity | 1.32% |
| Polycab India Ltd. | Capital Goods | Equity | 1.29% |
| Chalet Hotels Ltd. | Services | Equity | 1.29% |
| Swiggy Ltd. | Services | Equity | 1.28% |
| Dabur India Ltd. | Consumer Staples | Equity | 1.27% |
| Aditya Birla Real Estate Ltd. | Consumer Staples | Equity | 1.26% |
| Godrej Consumer Products Ltd. | Consumer Staples | Equity | 1.21% |
| Jubilant FoodWorks Ltd. | Services | Equity | 1.16% |
| Vodafone Idea Ltd. | Communication | Equity | 1.15% |
| Wakefit Innovations Ltd. | Consumer Discretionary | Equity | 1.07% |
| Hindustan Foods Ltd. | Consumer Staples | Equity | 1.05% |
| Radico Khaitan Ltd. | Consumer Staples | Equity | 1.03% |
| Metro Brands Ltd. | Consumer Staples | Equity | 1.01% |
| Vishal Mega Mart Ltd. | Services | Equity | 0.93% |
| Kewal Kiran Clothing Ltd. | Textiles | Equity | 0.90% |
| Aditya Birla Fashion and Retail Ltd. | Services | Equity | 0.86% |
| Tata Motors Ltd. | Automobile | Equity | 0.79% |
| Greenply Industries Ltd. | Consumer Staples | Equity | 0.70% |
| Tata Motors Passenger Vehicles Ltd. | Automobile | Equity | 0.60% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.02% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | -3.1% | +13.4% | +12.7% | +11.5% |
| Category average (Equity Thematic) | +1.7% | +16.5% | +16.6% | -- |
| Rank (Equity Thematic) | 10 | 4 | 6 | -- |