| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹64,761 | +7.94% | |
| 3 years | ₹1,80,000 | ₹2,21,360 | +22.98% | |
| 5 years | ₹3,00,000 | ₹4,26,291 | +42.10% | |
| 10 years | ₹6,00,000 | ₹13,89,399 | +131.57% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Tata Steel Ltd. | Metals & Mining | Equity | 8.36% |
| Oil And Natural Gas Corporation Ltd. | Energy | Equity | 6.28% |
| CESC Ltd. | Energy | Equity | 5.50% |
| Reliance Industries Ltd. | Energy | Equity | 4.80% |
| Steel Authority Of India Ltd. | Metals & Mining | Equity | 4.01% |
| Ultratech Cement Ltd. | Construction | Equity | 3.64% |
| Oil India Ltd. | Energy | Equity | 3.56% |
| JSW Steel Ltd. | Metals & Mining | Equity | 3.51% |
| NMDC Ltd. | Metals & Mining | Equity | 3.45% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 2.98% |
| Coal India Ltd. | Energy | Equity | 2.89% |
| Arvind Ltd. | Textiles | Equity | 2.80% |
| Clean Science And Technology Ltd. | Chemicals | Equity | 2.79% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 2.74% |
| GAIL (India) Ltd. | Energy | Equity | 2.72% |
| JSW Cement Ltd. | Construction | Equity | 2.52% |
| Neogen Chemicals Ltd. | Chemicals | Equity | 2.30% |
| Jindal Stainless Ltd. | Metals & Mining | Equity | 2.25% |
| Balrampur Chini Mills Ltd. | Consumer Staples | Equity | 2.17% |
| Torrent Power Ltd. | Energy | Equity | 2.09% |
| NHPC Ltd. | Energy | Equity | 2.08% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 2.08% |
| UPL Ltd. | Chemicals | Equity | 2.02% |
| Indian Oil Corporation Ltd. | Energy | Equity | 1.97% |
| Gokaldas Exports Ltd. | Textiles | Equity | 1.95% |
| Indian Energy Exchange Ltd. | Services | Equity | 1.91% |
| Shyam Metalics And Energy Ltd. | Metals & Mining | Equity | 1.84% |
| Nuvoco Vistas Corporation Ltd. | Construction | Equity | 1.65% |
| Coromandel International Ltd. | Chemicals | Equity | 1.56% |
| CCL Products (India) Ltd. | Consumer Staples | Equity | 1.42% |
| Ambuja Cements Ltd. | Construction | Equity | 1.34% |
| Reserve Bank of India | Financial | T-Bills | 0.92% |
| Vedanta Ltd. | Metals & Mining | Equity | 0.82% |
| Sagar Cements Ltd. | Construction | Equity | 0.61% |
| Vedanta Power Ltd. | Capital Goods | Equity | 0.36% |
| Vedanta Oil and Gas Ltd. | Energy | Equity | 0.36% |
| Vedanta Aluminium Metal Ltd. | Metals & Mining | Equity | 0.36% |
| Vedanta Iron And Steel Ltd. | Metals & Mining | Equity | 0.36% |
| Reserve Bank of India | Financial | T-Bills | 0.27% |
| Hindalco Industries Ltd. | Metals & Mining | Call Option | -0.04% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +21.5% | +12.9% | +17.2% | +12.6% |
| Category average (Equity Thematic) | +16.0% | +17.9% | +13.6% | -- |
| Rank (Equity Thematic) | 2 | 5 | 1 | -- |