| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹60,991 | +1.65% | |
| 3 years | ₹1,80,000 | ₹2,01,897 | +12.16% | |
| 5 years | ₹3,00,000 | ₹4,27,652 | +42.55% | |
| 10 years | ₹6,00,000 | ₹14,45,087 | +140.85% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd | Financial | Equity | 8.15% |
| State Bank of India | Financial | Equity | 4.60% |
| ICICI Bank Ltd | Financial | Equity | 4.07% |
| NTPC Ltd | Energy & Utilities | Equity | 3.75% |
| Axis Bank Ltd | Financial | Equity | 3.51% |
| Indusind Bank Ltd | Financial | Equity | 3.35% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 2.91% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 2.77% |
| Bharti Airtel Ltd | Technology | Equity | 2.73% |
| Bajaj Finance Ltd | Financial | Equity | 2.34% |
| Repo | Unspecified | Repo | 2.32% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 2.30% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 2.23% |
| Larsen & Toubro Ltd | Industrials | Equity | 2.12% |
| Asian Paints Ltd | Materials | Equity | 1.96% |
| DEWAN HOUSING FINANCE CORP. LTD. EQ | Financial | Equity | 1.89% |
| ITC Ltd | Consumer Staples | Equity | 1.77% |
| Tata Consultancy Services Ltd | Technology | Equity | 1.74% |
| PG Electroplast Ltd | Industrials | Equity | 1.70% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 1.69% |
| Coal India Ltd | Materials | Equity | 1.58% |
| Voltas Ltd | Industrials | Equity | 1.50% |
| Infosys Ltd | Technology | Equity | 1.48% |
| Jindal Steel & Power Ltd | Materials | Equity | 1.44% |
| NTPC Green Energy Ltd. | Energy & Utilities | Equity | 1.33% |
| Trent Ltd | Consumer Discretionary | Equity | 1.26% |
| LTIMindtree Ltd | Technology | Equity | 1.08% |
| Kaynes Technology India Ltd | Industrials | Equity | 1.02% |
| Fortis Healthcare Ltd | Healthcare | Equity | 1.02% |
| Max Financial Services Ltd | Financial | Equity | 1.01% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 0.95% |
| LIC Housing Finance Ltd | Financial | Equity | 0.93% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 0.88% |
| Dr. Lal Pathlabs Ltd | Healthcare | Equity | 0.85% |
| NLC India Ltd | Energy & Utilities | Equity | 0.85% |
| Equitas Small Finance Bank Ltd | Financial | Equity | 0.83% |
| Grasim Industries Ltd | Materials | Equity | 0.83% |
| Saatvik Green Energy Ltd. | Energy & Utilities | Equity | 0.80% |
| Vedanta Aluminium Metal Ltd | Materials | Equity | 0.80% |
| Varun Beverages Ltd | Consumer Staples | Equity | 0.79% |
| Balkrishna Industries Ltd | Consumer Discretionary | Equity | 0.78% |
| Tata Motors Ltd | Consumer Discretionary | Equity | 0.77% |
| UTI Asset Management Company Ltd | Financial | Equity | 0.76% |
| ACME Solar Holdings Ltd. | Energy & Utilities | Equity | 0.75% |
| Indigo Paints Ltd | Materials | Equity | 0.74% |
| Crompton Greaves Consumer Electricals Ltd | Consumer Discretionary | Equity | 0.74% |
| Fusion Micro Finance Ltd | Financial | Equity | 0.71% |
| Angel One Ltd | Financial | Equity | 0.69% |
| Alkem Laboratories Ltd | Healthcare | Equity | 0.66% |
| ICICI Prudential Life Insurance Company Ltd | Financial | Equity | 0.64% |
| Intellect Design Arena Ltd | Technology | Equity | 0.61% |
| Tata Communications Ltd | Technology | Equity | 0.59% |
| Kaynes Technology India Limited_28/07/2026 | Industrials | Futures | 0.59% |
| KPIT Technologies Ltd | Technology | Equity | 0.56% |
| Cash Margin | Unspecified | Cash Margin | 0.56% |
| Cholamandalam Financial Holdings Ltd | Financial | Equity | 0.55% |
| L&T Finance Holdings Ltd | Financial | Equity | 0.54% |
| Allied Blenders And Distillers Ltd. | Consumer Staples | Equity | 0.53% |
| Carborundum Universal Ltd | Materials | Equity | 0.53% |
| Oil & Natural Gas Corporation Ltd | Energy & Utilities | Equity | 0.52% |
| Piramal Pharma Ltd | Healthcare | Equity | 0.52% |
| Swiggy Ltd. | Technology | Equity | 0.51% |
| Vedanta Ltd | Materials | Equity | 0.50% |
| Ador Welding Ltd | Industrials | Equity | 0.48% |
| Sonata Software Ltd | Technology | Equity | 0.46% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 0.46% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 0.45% |
| India Shelter Finance Corporation Ltd. | Financial | Equity | 0.45% |
| AU Small Finance Bank Ltd | Financial | Equity | 0.44% |
| Awfis Space Solutions Ltd. | Industrials | Equity | 0.40% |
| Indraprastha Gas Ltd | Energy & Utilities | Equity | 0.40% |
| Inox Wind Ltd | Industrials | Equity | 0.38% |
| Electronics Mart India Ltd | Consumer Discretionary | Equity | 0.33% |
| JSW Energy Ltd | Energy & Utilities | Equity | 0.33% |
| Somany Ceramics Ltd | Industrials | Equity | 0.30% |
| Phoenix Mills Ltd | Real Estate | Equity | 0.28% |
| TBO Tek Ltd. | Consumer Discretionary | Equity | 0.26% |
| Stanley Lifestyles Ltd. | Consumer Discretionary | Equity | 0.24% |
| Finolex Cables Ltd | Industrials | Equity | 0.24% |
| PB Fintech Ltd | Financial | Equity | 0.23% |
| Triveni Turbine Ltd | Industrials | Equity | 0.18% |
| Greenpanel Industries Ltd | Materials | Equity | 0.18% |
| TeamLease Services Ltd | Industrials | Equity | 0.17% |
| Vedanta Power Ltd | Industrials | Equity | 0.07% |
| Others Mrgn Money | Unspecified | Margin Money | 0.01% |
| Sai Life Sciences Ltd. | Healthcare | Equity | 0.01% |
| Innoventive Industries Ltd | Materials | Equity | -- |
| Net Payables | Unspecified | Net Payables | -0.19% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +17.2% | +15.7% | +16.1% | +15.7% |
| Category average (Equity Value Oriented) | +19.2% | +18.8% | +14.7% | -- |
| Rank (Equity Value Oriented) | 10 | 5 | 6 | -- |