| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹56,858 | -5.24% | |
| 3 years | ₹1,80,000 | ₹1,86,450 | +3.58% | |
| 5 years | ₹3,00,000 | ₹3,70,573 | +23.52% | |
| 10 years | ₹6,00,000 | ₹10,49,899 | +74.98% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Bharti Airtel Ltd. | Communication | Equity | 10.13% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 9.18% |
| ITC Ltd. | Consumer Staples | Equity | 8.30% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 6.50% |
| Eternal Ltd. | Services | Equity | 5.74% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 5.05% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 4.92% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 4.05% |
| Nestle India Ltd. | Consumer Staples | Equity | 3.92% |
| SJS Enterprises Ltd. | Automobile | Equity | 3.38% |
| Trent Ltd. | Services | Equity | 3.16% |
| Bajaj Holdings & Investment Ltd. | Financial | Equity | 2.93% |
| Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 2.75% |
| TVS Motor Company Ltd. | Automobile | Equity | 2.57% |
| Jubilant FoodWorks Ltd. | Services | Equity | 2.45% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 2.42% |
| Whirlpool Of India Ltd. | Consumer Discretionary | Equity | 2.24% |
| Interglobe Aviation Ltd. | Services | Equity | 1.92% |
| United Spirits Ltd. | Consumer Staples | Equity | 1.91% |
| Avenue Supermarts Ltd. | Services | Equity | 1.77% |
| Brigade Enterprises Ltd. | Construction | Equity | 1.76% |
| Info Edge (India) Ltd. | Services | Equity | 1.62% |
| Asian Paints Ltd. | Chemicals | Equity | 1.61% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 1.51% |
| Safari Industries (India) Ltd. | Consumer Discretionary | Equity | 1.48% |
| Devyani International Ltd. | Services | Equity | 1.09% |
| Electronics Mart India Ltd. | Services | Equity | 1.04% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +13.8% | +13.5% | +12.5% | +11.6% |
| Category average (Equity Thematic) | +16.5% | +16.6% | +14.5% | -- |
| Rank (Equity Thematic) | 12 | 9 | 8 | -- |