| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹28,600 | -4.67% | |
| 1 year | ₹60,000 | ₹56,581 | -5.70% | |
| 3 years | ₹1,80,000 | ₹1,73,671 | -3.52% | |
| 5 years | ₹3,00,000 | ₹3,40,394 | +13.46% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd | Financial | Equity | 8.03% |
| ICICI Bank Ltd | Financial | Equity | 7.58% |
| Axis Bank Ltd | Financial | Equity | 6.30% |
| Ultratech Cement Ltd | Materials | Equity | 5.21% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 4.92% |
| NTPC Ltd | Energy & Utilities | Equity | 4.44% |
| Bharti Airtel Ltd | Technology | Equity | 4.42% |
| Healthcare Global Enterprises Ltd | Healthcare | Equity | 4.14% |
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 4.07% |
| SBI Life Insurance Company Ltd | Financial | Equity | 4.05% |
| Infosys Ltd | Technology | Equity | 4.03% |
| Larsen & Toubro Ltd | Industrials | Equity | 3.93% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 3.92% |
| Havells India Ltd | Consumer Discretionary | Equity | 3.15% |
| Jindal Steel & Power Ltd | Materials | Equity | 2.83% |
| HDFC Life Insurance Co Ltd | Financial | Equity | 2.82% |
| Godrej Properties Ltd | Real Estate | Equity | 2.69% |
| SBI Funds Management Ltd | Financial | Equity | 2.35% |
| Graphite India Ltd | Industrials | Equity | 2.23% |
| Repo | Unspecified | Repo | 2.19% |
| Life Insurance Corporation of India | Financial | Equity | 2.15% |
| Page Industries Ltd | Consumer Discretionary | Equity | 2.13% |
| Tata Communications Ltd | Technology | Equity | 2.02% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 1.80% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 1.79% |
| Metropolis Healthcare Ltd | Healthcare | Equity | 1.77% |
| Swiggy Ltd. | Technology | Equity | 1.65% |
| PNC Infratech Ltd | Industrials | Equity | 1.55% |
| Tenneco Clean Air India Ltd. | Consumer Discretionary | Equity | 1.30% |
| Pidilite Industries Ltd | Materials | Equity | 0.54% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | -8.3% | +6.4% | +6.8% | +11.8% |
| Category average (Equity Flexi Cap) | -1.8% | +10.7% | +8.8% | +16.3% |
| Rank (Equity Flexi Cap) | 26 | 22 | 19 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
| +7.61% | +16.60% | 3,098.01 | ||
| +3.35% | +14.13% | 5,748.73 | ||
| -3.93% | +13.78% | 1,08,546.97 | ||
| +4.30% | +13.04% | 27,982.49 | ||
| -7.39% | +8.51% | 18,188.24 | ||
| Compare | ||||