| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹58,472 | -2.55% | |
| 3 years | ₹1,80,000 | ₹1,77,778 | -1.23% | |
| 5 years | ₹3,00,000 | ₹3,53,136 | +17.71% | |
| 10 years | ₹6,00,000 | ₹10,03,501 | +67.25% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Zomato Ltd | Technology | Equity | 9.23% |
| Bharti Airtel Ltd | Technology | Equity | 7.94% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 7.29% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 5.03% |
| Titan Company Ltd | Consumer Discretionary | Equity | 4.93% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 4.52% |
| Nestle India Ltd | Consumer Staples | Equity | 4.26% |
| Interglobe Aviation Ltd | Industrials | Equity | 3.90% |
| S.J.S Enterprises Ltd | Consumer Discretionary | Equity | 3.39% |
| Varun Beverages Ltd | Consumer Staples | Equity | 3.03% |
| One 97 Communications Ltd | Industrials | Equity | 2.80% |
| Bajaj Auto Ltd | Consumer Discretionary | Equity | 2.74% |
| ITC Ltd | Consumer Staples | Equity | 2.62% |
| Trent Ltd | Consumer Discretionary | Equity | 2.56% |
| ICICI Bank Ltd | Financial | Equity | 2.31% |
| Repo | Unspecified | Repo | 2.29% |
| Sapphire Foods India Ltd | Consumer Discretionary | Equity | 2.17% |
| PB Fintech Ltd | Financial | Equity | 2.02% |
| United Spirits Ltd | Consumer Staples | Equity | 1.99% |
| Whirlpool Of India Ltd | Consumer Discretionary | Equity | 1.94% |
| Bikaji Foods International Ltd | Consumer Staples | Equity | 1.78% |
| Fortis Healthcare Ltd | Healthcare | Equity | 1.73% |
| Asian Paints Ltd | Materials | Equity | 1.68% |
| Tata Motors Ltd | Industrials | Equity | 1.68% |
| Hyundai Motor India Ltd. | Consumer Discretionary | Equity | 1.63% |
| Affle (India) Ltd | Industrials | Equity | 1.60% |
| Page Industries Ltd | Consumer Discretionary | Equity | 1.44% |
| Berger Paints India Ltd | Materials | Equity | 1.40% |
| Safari Industries (India) Ltd | Consumer Discretionary | Equity | 1.33% |
| Dhoot Transmission Ltd | Consumer Discretionary | Equity | 1.28% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 1.26% |
| Jubilant Foodworks Ltd SEP-2026 | Consumer Discretionary | Futures | 1.11% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 1.03% |
| IIFL Wealth Management Ltd | Financial | Equity | 1.00% |
| Poonawalla Fincorp Ltd | Financial | Equity | 1.00% |
| Cash Margin | Unspecified | Cash Margin | 0.99% |
| Manipal Health Enterprises Ltd | Healthcare | Equity | 0.98% |
| Gillette India Ltd | Consumer Staples | Equity | 0.86% |
| KPR Mills Ltd | Consumer Discretionary | Equity | 0.48% |
| Hyundai Motor India Ltd SEP-2026 | Consumer Discretionary | Futures | 0.00% |
| Net Payables | Unspecified | Net Payables | -1.23% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +6.3% | +8.5% | +9.9% | +11.3% |
| Category average (Equity Thematic) | +8.2% | +9.2% | +12.8% | +13.1% |
| Rank (Equity Thematic) | 17 | 11 | 8 | -- |