| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹58,925 | -1.79% | |
| 3 years | ₹1,80,000 | ₹1,85,141 | +2.86% | |
| 5 years | ₹3,00,000 | ₹3,68,276 | +22.76% | |
| 10 years | ₹6,00,000 | ₹10,44,715 | +74.12% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Bharti Airtel Ltd | Technology | Equity | 8.63% |
| Zomato Ltd | Technology | Equity | 7.93% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 7.27% |
| Titan Company Ltd | Consumer Discretionary | Equity | 6.59% |
| ITC Ltd | Consumer Staples | Equity | 5.63% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 5.23% |
| Nestle India Ltd | Consumer Staples | Equity | 4.26% |
| Interglobe Aviation Ltd | Industrials | Equity | 3.69% |
| S.J.S Enterprises Ltd | Consumer Discretionary | Equity | 3.67% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 3.36% |
| Trent Ltd | Consumer Discretionary | Equity | 3.12% |
| Bajaj Auto Ltd | Consumer Discretionary | Equity | 2.82% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 2.75% |
| Repo | Unspecified | Repo | 2.42% |
| Varun Beverages Ltd | Consumer Staples | Equity | 2.32% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 2.15% |
| Whirlpool Of India Ltd | Consumer Discretionary | Equity | 2.10% |
| Britannia Industries Ltd | Consumer Staples | Equity | 2.09% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 2.01% |
| One 97 Communications Ltd | Industrials | Equity | 1.99% |
| United Spirits Ltd | Consumer Staples | Equity | 1.92% |
| Asian Paints Ltd | Materials | Equity | 1.78% |
| Sapphire Foods India Ltd | Consumer Discretionary | Equity | 1.78% |
| Cash Margin | Unspecified | Cash Margin | 1.62% |
| Tata Motors Ltd | Industrials | Equity | 1.61% |
| Safari Industries (India) Ltd | Consumer Discretionary | Equity | 1.50% |
| Bikaji Foods International Ltd | Consumer Staples | Equity | 1.38% |
| Electronics Mart India Ltd | Consumer Discretionary | Equity | 1.30% |
| IIFL Wealth Management Ltd | Financial | Equity | 0.98% |
| Berger Paints India Ltd | Materials | Equity | 0.97% |
| Gillette India Ltd | Consumer Staples | Equity | 0.96% |
| Affle (India) Ltd | Industrials | Equity | 0.95% |
| Avenue Supermarts Ltd | Consumer Staples | Equity | 0.75% |
| KPR Mills Ltd | Consumer Discretionary | Equity | 0.51% |
| Page Industries Ltd | Consumer Discretionary | Equity | 0.50% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.49% |
| PB Fintech Ltd | Financial | Equity | 0.49% |
| Hyundai Motor India Ltd. | Consumer Discretionary | Equity | 0.47% |
| Fortis Healthcare Ltd | Healthcare | Equity | 0.02% |
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 0.01% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +9.3% | +10.7% | +11.2% | +11.6% |
| Category average (Equity Thematic) | +16.5% | +16.6% | +14.5% | -- |
| Rank (Equity Thematic) | 13 | 9 | 8 | -- |