| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹63,697 | +6.16% | |
| 3 years | ₹1,80,000 | ₹2,17,641 | +20.91% | |
| 5 years | ₹3,00,000 | ₹4,16,304 | +38.77% | |
| 10 years | ₹6,00,000 | ₹13,60,716 | +126.79% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Tata Steel Ltd. | Metals & Mining | Equity | 8.74% |
| Oil And Natural Gas Corporation Ltd. | Energy | Equity | 7.67% |
| Reliance Industries Ltd. | Energy | Equity | 5.19% |
| CESC Ltd. | Energy | Equity | 5.07% |
| Oil India Ltd. | Energy | Equity | 3.98% |
| Ultratech Cement Ltd. | Construction | Equity | 3.89% |
| Steel Authority Of India Ltd. | Metals & Mining | Equity | 3.79% |
| JSW Steel Ltd. | Metals & Mining | Equity | 3.59% |
| NMDC Ltd. | Metals & Mining | Equity | 3.35% |
| Coal India Ltd. | Energy | Equity | 3.12% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 2.93% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 2.92% |
| Arvind Ltd. | Textiles | Equity | 2.74% |
| GAIL (India) Ltd. | Energy | Equity | 2.64% |
| JSW Cement Ltd. | Construction | Equity | 2.61% |
| Jindal Stainless Ltd. | Metals & Mining | Equity | 2.40% |
| Balrampur Chini Mills Ltd. | Consumer Staples | Equity | 2.38% |
| Vedanta Ltd. | Metals & Mining | Equity | 2.27% |
| Indian Oil Corporation Ltd. | Energy | Equity | 2.16% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 2.14% |
| NHPC Ltd. | Energy | Equity | 2.12% |
| UPL Ltd. | Chemicals | Equity | 2.06% |
| Indian Energy Exchange Ltd. | Services | Equity | 2.02% |
| Shyam Metalics And Energy Ltd. | Metals & Mining | Equity | 1.87% |
| Torrent Power Ltd. | Energy | Equity | 1.81% |
| Nuvoco Vistas Corporation Ltd. | Construction | Equity | 1.80% |
| Neogen Chemicals Ltd. | Chemicals | Equity | 1.80% |
| Clean Science And Technology Ltd. | Chemicals | Equity | 1.78% |
| Coromandel International Ltd. | Chemicals | Equity | 1.73% |
| CCL Products (India) Ltd. | Consumer Staples | Equity | 1.50% |
| Ambuja Cements Ltd. | Construction | Equity | 1.39% |
| Reserve Bank of India | Financial | T-Bills | 1.06% |
| Sagar Cements Ltd. | Construction | Equity | 0.60% |
| Reserve Bank of India | Financial | T-Bills | 0.31% |
| Hindalco Industries Ltd. | Metals & Mining | Call Option | -0.03% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +20.7% | +14.4% | +17.0% | +12.4% |
| Category average (Equity Thematic) | +16.0% | +17.9% | +13.6% | -- |
| Rank (Equity Thematic) | 3 | 5 | 1 | -- |