| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹56,376 | -6.04% | |
| 3 years | ₹1,80,000 | ₹1,82,547 | +1.42% | |
| 5 years | ₹3,00,000 | ₹3,63,517 | +21.17% | |
| 10 years | ₹6,00,000 | ₹10,31,078 | +71.85% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Bharti Airtel Ltd. | Communication | Equity | 8.75% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 8.25% |
| ITC Ltd. | Consumer Staples | Equity | 8.23% |
| Eternal Ltd. | Services | 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. | Automobile | Equity | 3.97% |
| Trent Ltd. | Services | Equity | 3.60% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 3.44% |
| SJS Enterprises Ltd. | Automobile | Equity | 2.98% |
| TVS Motor Company Ltd. | Automobile | Equity | 2.87% |
| Interglobe Aviation Ltd. | Services | Equity | 2.69% |
| Whirlpool Of India Ltd. | Consumer Discretionary | Equity | 2.53% |
| Jubilant FoodWorks Ltd. | Services | Equity | 2.45% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 2.34% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 2.31% |
| Bajaj Auto Ltd. | Automobile | Equity | 1.99% |
| Brigade Enterprises Ltd. | Construction | Equity | 1.94% |
| United Spirits Ltd. | Consumer Staples | Equity | 1.88% |
| Asian Paints Ltd. | Chemicals | Equity | 1.65% |
| Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 1.47% |
| Electronics Mart India Ltd. | Services | Equity | 1.33% |
| Safari Industries (India) Ltd. | Consumer Discretionary | Equity | 1.32% |
| Sapphire Foods India Ltd. | Services | 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 3I Ltd. | Technology | Equity | 0.95% |
| 360 One Wam Ltd. | Financial | Equity | 0.94% |
| Tata Motors Ltd. | Automobile | Equity | 0.91% |
| Avenue Supermarts Ltd. | Services | Equity | 0.78% |
| Devyani International Ltd. | Services | Equity | 0.74% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.50% |
| One97 Communications Ltd. | Services | Equity | 0.49% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 0.02% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +11.5% | +12.7% | +11.9% | +11.5% |
| Category average (Equity Thematic) | +16.5% | +16.6% | +14.5% | -- |
| Rank (Equity Thematic) | 11 | 8 | 8 | -- |