| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹29,146 | -2.85% | |
| 1 year | ₹60,000 | ₹58,525 | -2.46% | |
| 3 years | ₹1,80,000 | ₹1,89,372 | +5.21% | |
| 5 years | ₹3,00,000 | ₹3,76,932 | +25.64% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Zomato Ltd | Technology | Equity | 6.10% |
| Bharti Airtel Ltd | Technology | Equity | 5.06% |
| Axis Bank Ltd | Financial | Equity | 4.58% |
| Interglobe Aviation Ltd | Industrials | Equity | 4.17% |
| Adani Ports and Special Economic Zone Ltd | Industrials | Equity | 3.92% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 3.84% |
| RateGain Travel Technologies Ltd | Technology | Equity | 2.90% |
| ICICI Bank Ltd | Financial | Equity | 2.85% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 2.71% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 2.69% |
| One 97 Communications Ltd | Industrials | Equity | 2.68% |
| Info Edge (India) Ltd | Technology | Equity | 2.64% |
| PNB Housing Finance Ltd | Financial | Equity | 2.57% |
| Titan Company Ltd | Consumer Discretionary | Equity | 2.53% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 2.53% |
| Bajaj Finserv Ltd | Financial | Equity | 2.45% |
| HDFC Bank Ltd | Financial | Equity | 2.40% |
| Cholamandalam Financial Holdings Ltd | Financial | Equity | 2.29% |
| Aster DM Healthcare Ltd | Healthcare | Equity | 2.26% |
| Coforge Ltd | Technology | Equity | 2.20% |
| Affle (India) Ltd | Industrials | Equity | 2.13% |
| Indus Towers Ltd | Technology | Equity | 2.11% |
| Repo | Unspecified | Repo | 2.02% |
| Bandhan Bank Ltd | Financial | Equity | 1.77% |
| Aavas Financiers Ltd | Financial | Equity | 1.64% |
| Life Insurance Corporation of India | Financial | Equity | 1.37% |
| Landmark Cars Ltd | Consumer Discretionary | Equity | 1.29% |
| Sapphire Foods India Ltd | Consumer Discretionary | Equity | 1.20% |
| Phoenix Mills Ltd | Real Estate | Equity | 1.15% |
| Chalet Hotels Ltd | Consumer Discretionary | Equity | 1.12% |
| Angel One Ltd | Financial | Equity | 1.12% |
| Fortis Healthcare Ltd | Healthcare | Equity | 1.11% |
| HDFC Life Insurance Co Ltd | Financial | Equity | 1.10% |
| Delhivery Ltd | Industrials | Equity | 1.10% |
| Five-Star Business Finance Ltd | Financial | Equity | 1.10% |
| Senco Gold Ltd. | Consumer Discretionary | Equity | 1.05% |
| Ujjivan Small Finance Bank Ltd | Financial | Equity | 1.02% |
| PB Fintech Ltd | Financial | Equity | 1.01% |
| Principal Cash Management Direct-Growth | Unspecified | Mutual Fund | 1.00% |
| Metropolis Healthcare Ltd | Healthcare | Equity | 1.00% |
| GOVERNMENT OF INDIA 37450 364 DAYS TBILL 20MY27 FV RS 100 | Financial | Treasury Bills | 0.96% |
| OnEMI Technology Solutions Ltd. | Technology | Equity | 0.95% |
| Equitas Small Finance Bank Ltd | Financial | Equity | 0.89% |
| SIS Ltd | Industrials | Equity | 0.89% |
| Bharti Hexacom Ltd. | Technology | Equity | 0.86% |
| Medi Assist Healthcare Services Ltd. | Industrials | Equity | 0.80% |
| Prudent Corporate Advisory Services Ltd | Financial | Equity | 0.77% |
| CSB Bank Ltd | Financial | Equity | 0.75% |
| MakeMy Trip Ltd Forgn. Eq (MMYT) | Consumer Discretionary | Foreign - Equity | 0.67% |
| R Systems International Ltd | Technology | Equity | 0.61% |
| Manipal Health Enterprises Ltd | Healthcare | Equity | 0.59% |
| UTI Asset Management Company Ltd | Financial | Equity | 0.53% |
| Westlife Development Ltd | Consumer Discretionary | Equity | 0.53% |
| Power Finance Corporation Ltd | Financial | Equity | 0.43% |
| LTM Limited October 2026 Future | Technology | Futures | 0.41% |
| Infosys Ltd | Technology | Equity | 0.24% |
| ICICI Prudential Life Insurance Company Limited October 2026 Future | Financial | Futures | 0.09% |
| ICICI Prudential Life Insurance Company Ltd | Financial | Equity | 0.07% |
| LTIMindtree Ltd | Technology | Equity | 0.02% |
| Net Payables | Unspecified | Net Payables | -0.87% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | -6.1% | +11.7% | +9.3% | +16.3% |
| Category average (Equity Thematic) | -4.9% | +12.3% | +10.5% | +14.3% |
| Rank (Equity Thematic) | 23 | 12 | 8 | -- |