| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹64,563 | +7.61% | |
| 3 years | ₹1,80,000 | ₹2,20,047 | +22.25% | |
| 5 years | ₹3,00,000 | ₹4,29,593 | +43.20% | |
| 10 years | ₹6,00,000 | ₹12,75,316 | +112.55% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 17.60% |
| HDFC Bank Ltd. | Financial | Equity | 16.91% |
| State Bank of India | Financial | Equity | 10.99% |
| Axis Bank Ltd. | Financial | Equity | 9.04% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 8.25% |
| Power Finance Corporation Ltd. | Financial | Equity | 5.63% |
| DAM Capital Advisors Ltd. | Financial | Equity | 4.62% |
| Bajaj Finance Ltd. | Financial | Equity | 3.55% |
| The Karnataka Bank Ltd. | Financial | Equity | 3.30% |
| Bajaj Holdings & Investment Ltd. | Financial | Equity | 2.76% |
| LIC Housing Finance Ltd. | Financial | Equity | 2.68% |
| General Insurance Corporation of India | Insurance | Equity | 2.48% |
| Indian Energy Exchange Ltd. | Services | Equity | 2.24% |
| HDFC Asset Management Company Ltd. | Financial | Equity | 1.73% |
| Life Insurance Corporation of India | Insurance | Equity | 1.72% |
| Bank Of Baroda | Financial | Equity | 1.49% |
| Central Depository Services (India) Ltd. | Financial | Equity | 0.93% |
| JM Financial Ltd. | Financial | Equity | 0.90% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +13.8% | +11.4% | +15.3% | +11.8% |
| Category average (Equity Sectoral) | +14.4% | +16.1% | +13.7% | -- |
| Rank (Equity Sectoral) | 14 | 12 | 8 | -- |