| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹57,942 | -3.43% | |
| 3 years | ₹1,80,000 | ₹1,84,106 | +2.28% | |
| 5 years | ₹3,00,000 | ₹3,65,821 | +21.94% | |
| 10 years | ₹6,00,000 | ₹10,36,978 | +72.83% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Bharti Airtel Ltd | Technology | Equity | 8.73% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 8.35% |
| ITC Ltd | Consumer Staples | Equity | 7.72% |
| Zomato Ltd | Technology | Equity | 7.70% |
| Titan Company Ltd | Consumer Discretionary | Equity | 6.25% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 5.05% |
| Nestle India Ltd | Consumer Staples | Equity | 4.42% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 4.03% |
| S.J.S Enterprises Ltd | Consumer Discretionary | Equity | 3.57% |
| Repo | Unspecified | Repo | 3.18% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 2.87% |
| Interglobe Aviation Ltd | Industrials | Equity | 2.84% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 2.83% |
| Trent Ltd | Consumer Discretionary | Equity | 2.74% |
| Varun Beverages Ltd | Consumer Staples | Equity | 2.47% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 2.25% |
| Whirlpool Of India Ltd | Consumer Discretionary | Equity | 2.17% |
| Britannia Industries Ltd | Consumer Staples | Equity | 2.16% |
| Bajaj Auto Limited June 2026 Future | Consumer Discretionary | Futures | 2.00% |
| One 97 Communications Ltd | Industrials | Equity | 2.00% |
| United Spirits Ltd | Consumer Staples | Equity | 1.85% |
| Asian Paints Ltd | Materials | Equity | 1.85% |
| Sapphire Foods India Ltd | Consumer Discretionary | Equity | 1.83% |
| Brigade Enterprises Ltd | Real Estate | Equity | 1.65% |
| Safari Industries (India) Ltd | Consumer Discretionary | Equity | 1.45% |
| Kalyan Jewellers India Ltd | Consumer Discretionary | Equity | 1.30% |
| Tata Motors Ltd | Industrials | Equity | 1.29% |
| Electronics Mart India Ltd | Consumer Discretionary | Equity | 1.25% |
| IIFL Wealth Management Ltd | Financial | Equity | 1.03% |
| Gillette India Ltd | Consumer Staples | Equity | 1.03% |
| Affle (India) Ltd | Industrials | Equity | 1.00% |
| Bikaji Foods International Ltd | Consumer Staples | Equity | 1.00% |
| Cash Margin | Unspecified | Cash Margin | 0.72% |
| Avenue Supermarts Ltd | Consumer Staples | Equity | 0.71% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.49% |
| Bajaj Auto Ltd | Consumer Discretionary | Equity | 0.11% |
| Fortis Healthcare Ltd | Healthcare | Equity | 0.02% |
| Net Payables | Unspecified | Net Payables | -1.92% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +10.5% | +11.0% | +11.7% | +11.5% |
| Category average (Equity Thematic) | +16.5% | +16.6% | +14.5% | -- |
| Rank (Equity Thematic) | 12 | 10 | 8 | -- |