| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹30,680 | +2.27% | |
| 1 year | ₹60,000 | ₹60,027 | +0.04% | |
| 3 years | ₹1,80,000 | ₹1,90,338 | +5.74% | |
| 5 years | ₹3,00,000 | ₹3,73,431 | +24.48% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd | Financial | Equity | 7.47% |
| HDFC Bank Ltd | Financial | Equity | 7.09% |
| Axis Bank Ltd | Financial | Equity | 5.73% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 4.91% |
| Bharti Airtel Ltd | Technology | Equity | 4.50% |
| NTPC Ltd | Energy & Utilities | Equity | 4.33% |
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 4.18% |
| Infosys Ltd | Technology | Equity | 4.15% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 4.10% |
| SBI Life Insurance Company Ltd | Financial | Equity | 4.08% |
| Ultratech Cement Ltd | Materials | Equity | 3.80% |
| Healthcare Global Enterprises Ltd | Healthcare | Equity | 3.78% |
| Havells India Ltd | Consumer Discretionary | Equity | 3.40% |
| Samvardhana Motherson International Ltd | Consumer Discretionary | Equity | 3.28% |
| Ambuja Cements Ltd | Materials | Equity | 3.26% |
| Godrej Properties Ltd | Real Estate | Equity | 3.15% |
| Larsen & Toubro Ltd | Industrials | Equity | 3.06% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 2.99% |
| HDFC Life Insurance Co Ltd | Financial | Equity | 2.63% |
| Jindal Steel & Power Ltd | Materials | Equity | 2.49% |
| Metropolis Healthcare Ltd | Healthcare | Equity | 2.23% |
| Repo | Unspecified | Repo | 2.21% |
| PNC Infratech Ltd | Industrials | Equity | 2.16% |
| SBI Funds Management Ltd | Financial | Equity | 2.06% |
| Tata Communications Ltd | Technology | Equity | 1.95% |
| Page Industries Ltd | Consumer Discretionary | Equity | 1.80% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 1.78% |
| Graphite India Ltd | Industrials | Equity | 1.73% |
| Swiggy Ltd. | Technology | Equity | 1.70% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | -1.1% | +9.5% | +9.1% | +13.1% |
| Category average (Equity Flexi Cap) | +2.2% | +16.0% | +15.6% | -- |
| Rank (Equity Flexi Cap) | 25 | 22 | 19 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
| +9.16% | +16.18% | 5,717.88 | ||
| +4.57% | +16.14% | 1,10,736.41 | ||
| +11.68% | +15.58% | 28,112.33 | ||
| +3.58% | +13.99% | 5,184.63 | ||
| -0.37% | +11.54% | 19,509.44 | ||
| Compare | ||||