| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹58,129 | -3.12% | |
| 3 years | ₹1,80,000 | ₹1,88,984 | +4.99% | |
| 5 years | ₹3,00,000 | ₹3,59,718 | +19.91% | |
| 10 years | ₹6,00,000 | ₹10,62,157 | +77.03% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 8.13% |
| HDFC Bank Ltd. | Financial | Equity | 7.90% |
| Axis Bank Ltd. | Financial | Equity | 4.97% |
| Larsen & Toubro Ltd. | Construction | Equity | 4.73% |
| Infosys Ltd. | Technology | Equity | 4.73% |
| State Bank of India | Financial | Equity | 4.06% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 3.89% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.76% |
| Bajaj Finance Ltd. | Financial | Equity | 3.74% |
| Ultratech Cement Ltd. | Construction | Equity | 3.32% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 3.32% |
| Asian Paints Ltd. | Chemicals | Equity | 2.79% |
| Reliance Industries Ltd. | Energy | Equity | 2.73% |
| TVS Motor Company Ltd. | Automobile | Equity | 2.58% |
| LTM Limited | Technology | Equity | 2.19% |
| Siemens Ltd. | Capital Goods | Equity | 2.11% |
| Eicher Motors Ltd. | Automobile | Equity | 2.04% |
| ABB India Ltd. | Capital Goods | Equity | 1.99% |
| Thermax Ltd. | Capital Goods | Equity | 1.86% |
| Pidilite Industries Ltd. | Chemicals | Equity | 1.83% |
| Timken India Ltd. | Capital Goods | Equity | 1.80% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 1.61% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 1.47% |
| The Indian Hotels Company Ltd. | Services | Equity | 1.46% |
| Schaeffler India Ltd. | Capital Goods | Equity | 1.45% |
| Oberoi Realty Ltd. | Construction | Equity | 1.37% |
| ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 1.32% |
| Page Industries Ltd. | Textiles | Equity | 1.32% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 1.31% |
| Kajaria Ceramics Ltd. | Construction | Equity | 1.27% |
| FSN E-Commerce Ventures Ltd. | Services | Equity | 1.24% |
| Godrej Properties Ltd. | Construction | Equity | 1.20% |
| L&T Technology Services Ltd. | Technology | Equity | 1.14% |
| Voltas Ltd. | Consumer Discretionary | Equity | 1.14% |
| Mankind Pharma Ltd. | Healthcare | Equity | 1.07% |
| Dr. Lal Pathlabs Ltd. | Healthcare | Equity | 1.06% |
| Jubilant FoodWorks Ltd. | Services | Equity | 1.03% |
| Honeywell Automation India Ltd. | Capital Goods | Equity | 1.00% |
| Berger Paints India Ltd. | Chemicals | Equity | 0.99% |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 0.82% |
| Reserve Bank of India | Financial | T-Bills | 0.09% |
| Numero Uno International Ltd | Services | Equity | -- |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +10.9% | +10.5% | +12.2% | +14.4% |
| Category average (Equity Thematic) | +14.2% | +13.9% | +12.7% | -- |
| Rank (Equity Thematic) | 5 | 3 | 1 | -- |