| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹29,400 | -2.00% | |
| 1 year | ₹60,000 | ₹57,523 | -4.13% | |
| 3 years | ₹1,80,000 | ₹1,76,221 | -2.10% | |
| 5 years | ₹3,00,000 | ₹3,50,144 | +16.71% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd | Financial | Equity | 5.73% |
| ICICI Bank Ltd | Financial | Equity | 4.88% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 4.71% |
| Tata Consultancy Services Ltd | Technology | Equity | 4.43% |
| Repo | Unspecified | Repo | 4.36% |
| Infosys Ltd | Technology | Equity | 3.99% |
| Exide Industries Ltd | Consumer Discretionary | Equity | 3.61% |
| Axis Bank Ltd | Financial | Equity | 3.48% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 3.34% |
| HDFC Life Insurance Co Ltd | Financial | Equity | 3.29% |
| NUVOCO Vistas Corp Ltd | Materials | Equity | 3.23% |
| Tech Mahindra Ltd | Technology | Equity | 3.21% |
| Container Corporation Of India Ltd | Industrials | Equity | 3.10% |
| Bharti Airtel Ltd | Technology | Equity | 3.09% |
| ICICI Lombard General Insurance Company Ltd | Financial | Equity | 3.04% |
| ICICI Prudential Life Insurance Company Ltd | Financial | Equity | 3.02% |
| Cipla Ltd | Healthcare | Equity | 2.99% |
| Crompton Greaves Consumer Electricals Ltd | Consumer Discretionary | Equity | 2.99% |
| Star Health & Allied Insurance Co. Ltd | Financial | Equity | 2.93% |
| Dr. Reddy's Laboratories Ltd | Healthcare | Equity | 2.91% |
| State Bank of India | Financial | Equity | 2.85% |
| GAIL (India) Ltd | Energy & Utilities | Equity | 2.81% |
| LIC Housing Finance Ltd | Financial | Equity | 2.70% |
| Wipro Ltd | Technology | Equity | 2.38% |
| Godrej Properties Ltd | Real Estate | Equity | 2.16% |
| Aditya Birla Sun Life AMC Ltd | Financial | Equity | 2.15% |
| Dabur India Ltd | Consumer Staples | Equity | 1.99% |
| Indusind Bank Ltd | Financial | Equity | 1.97% |
| SBI Cards & Payments Services Ltd | Financial | Equity | 1.94% |
| CMS Info Systems Ltd | Industrials | Equity | 1.84% |
| Bajaj Auto Ltd | Consumer Discretionary | Equity | 1.71% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 1.41% |
| Gujarat Gas Ltd | Energy & Utilities | Equity | 1.21% |
| Tata Steel Ltd | Materials | Equity | 0.33% |
| GSPL Transmission Ltd | Energy & Utilities | Equity | 0.24% |
| Net Payables | Unspecified | Net Payables | -0.02% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +8.0% | +7.5% | +9.7% | +14.5% |
| Category average (Equity ELSS) | +9.2% | +8.0% | +11.8% | +19.1% |
| Rank (Equity ELSS) | 25 | 21 | 25 | -- |