| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹57,716 | -3.81% | |
| 3 years | ₹1,80,000 | ₹1,74,801 | -2.89% | |
| 5 years | ₹3,00,000 | ₹3,45,742 | +15.25% | |
| 10 years | ₹6,00,000 | ₹9,80,731 | +63.46% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Zomato Ltd | Technology | Equity | 9.11% |
| Bharti Airtel Ltd | Technology | Equity | 8.29% |
| ITC Ltd | Consumer Staples | Equity | 8.06% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 7.06% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 4.61% |
| Varun Beverages Ltd | Consumer Staples | Equity | 4.10% |
| Interglobe Aviation Ltd | Industrials | Equity | 4.00% |
| Bajaj Auto Ltd | Consumer Discretionary | Equity | 3.92% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 3.82% |
| Titan Company Ltd | Consumer Discretionary | Equity | 3.71% |
| S.J.S Enterprises Ltd | Consumer Discretionary | Equity | 2.97% |
| Avenue Supermarts Ltd | Consumer Staples | Equity | 2.63% |
| United Spirits Ltd | Consumer Staples | Equity | 2.43% |
| One 97 Communications Ltd | Industrials | Equity | 2.41% |
| Repo | Unspecified | Repo | 2.38% |
| ICICI Bank Ltd | Financial | Equity | 2.26% |
| Fortis Healthcare Ltd | Healthcare | Equity | 2.22% |
| Sapphire Foods India Ltd | Consumer Discretionary | Equity | 2.11% |
| Berger Paints India Ltd | Materials | Equity | 2.11% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 2.10% |
| Nestle India Ltd | Consumer Staples | Equity | 2.01% |
| Asian Paints Ltd | Materials | Equity | 1.64% |
| Affle (India) Ltd | Industrials | Equity | 1.63% |
| Tata Motors Ltd | Industrials | Equity | 1.62% |
| Bikaji Foods International Ltd | Consumer Staples | Equity | 1.60% |
| Page Industries Ltd | Consumer Discretionary | Equity | 1.57% |
| Cash Margin | Unspecified | Cash Margin | 1.41% |
| Safari Industries (India) Ltd | Consumer Discretionary | Equity | 1.36% |
| PB Fintech Ltd | Financial | Equity | 1.24% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 1.12% |
| Poonawalla Fincorp Ltd | Financial | Equity | 1.03% |
| Dhoot Transmission Ltd | Consumer Discretionary | Equity | 0.97% |
| IIFL Wealth Management Ltd | Financial | Equity | 0.95% |
| Hyundai Motor India Ltd. | Consumer Discretionary | Equity | 0.94% |
| Hyundai Motor India Ltd OCT-2026 | Consumer Discretionary | Futures | 0.68% |
| Manipal Health Enterprises Ltd | Healthcare | Equity | 0.50% |
| KPR Mills Ltd | Consumer Discretionary | Equity | 0.48% |
| Jubilant Foodworks Ltd OCT-2026 | Consumer Discretionary | Futures | 0.27% |
| Net Payables | Unspecified | Net Payables | -1.33% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +6.1% | +8.3% | +9.6% | +11.2% |
| Category average (Equity Thematic) | +7.5% | +8.4% | +12.2% | +13.0% |
| Rank (Equity Thematic) | 17 | 8 | 9 | -- |