| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹55,770 | -7.05% | |
| 3 years | ₹1,80,000 | ₹1,78,083 | -1.06% | |
| 5 years | ₹3,00,000 | ₹3,55,113 | +18.37% | |
| 10 years | ₹6,00,000 | ₹10,07,956 | +67.99% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Bharti Airtel Ltd | Technology | Equity | 8.75% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 8.25% |
| ITC Ltd | Consumer Staples | Equity | 8.23% |
| Zomato Ltd | Technology | Equity | 7.38% |
| Titan Company Ltd | Consumer Discretionary | Equity | 6.53% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 4.59% |
| Nestle India Ltd | Consumer Staples | Equity | 4.41% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 3.97% |
| Trent Ltd | Consumer Discretionary | Equity | 3.60% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 3.44% |
| S.J.S Enterprises Ltd | Consumer Discretionary | Equity | 2.98% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 2.87% |
| Interglobe Aviation Ltd | Industrials | Equity | 2.69% |
| Whirlpool Of India Ltd | Consumer Discretionary | Equity | 2.53% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 2.45% |
| Varun Beverages Ltd | Consumer Staples | Equity | 2.34% |
| Britannia Industries Ltd | Consumer Staples | Equity | 2.31% |
| Bajaj Auto Ltd | Consumer Discretionary | Equity | 1.99% |
| Brigade Enterprises Ltd | Real Estate | Equity | 1.94% |
| United Spirits Ltd | Consumer Staples | Equity | 1.88% |
| Asian Paints Ltd | Materials | Equity | 1.65% |
| Kalyan Jewellers India Ltd | Consumer Discretionary | Equity | 1.47% |
| Electronics Mart India Ltd | Consumer Discretionary | Equity | 1.33% |
| Safari Industries (India) Ltd | Consumer Discretionary | Equity | 1.32% |
| Sapphire Foods India Ltd | Consumer Discretionary | Equity | 1.23% |
| Bikaji Foods International Ltd | Consumer Staples | Equity | 1.01% |
| Gillette India Ltd | Consumer Staples | Equity | 0.99% |
| Bajaj Holdings & Investment Ltd | Financial | Equity | 0.97% |
| Affle (India) Ltd | Industrials | Equity | 0.95% |
| IIFL Wealth Management Ltd | Financial | Equity | 0.94% |
| Tata Motors Ltd | Industrials | Equity | 0.91% |
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 0.84% |
| Avenue Supermarts Ltd | Consumer Staples | Equity | 0.78% |
| Devyani International Ltd | Consumer Discretionary | Equity | 0.74% |
| Repo | Unspecified | Repo | 0.72% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.50% |
| One 97 Communications Ltd | Industrials | Equity | 0.49% |
| Fortis Healthcare Ltd | Healthcare | Equity | 0.02% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +9.8% | +10.6% | +11.3% | +11.4% |
| Category average (Equity Thematic) | +16.5% | +16.6% | +14.5% | -- |
| Rank (Equity Thematic) | 12 | 9 | 8 | -- |