| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,803 | +3.00% | |
| 3 years | ₹1,80,000 | ₹1,93,148 | +7.30% | |
| 5 years | ₹3,00,000 | ₹3,87,283 | +29.09% | |
| 10 years | ₹6,00,000 | ₹11,54,537 | +92.42% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ITC Ltd | Consumer Staples | Equity | 7.34% |
| ICICI Bank Ltd | Financial | Equity | 7.18% |
| HDFC Bank Ltd | Financial | Equity | 7.10% |
| Bajaj Holdings & Investment Ltd | Financial | Equity | 7.08% |
| Divi's Laboratories Ltd | Healthcare | Equity | 6.88% |
| Indian Energy Exchange Ltd | Financial | Equity | 5.80% |
| Power Grid Corporation of India Ltd | Energy & Utilities | Equity | 5.65% |
| Pace Digitek Ltd. | Technology | Equity | 4.53% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 4.05% |
| Coal India Ltd | Materials | Equity | 3.98% |
| Megasoft Ltd | Technology | Equity | 3.70% |
| Park Medi World Ltd. | Healthcare | Equity | 3.43% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 3.42% |
| Narayana Hrudayalaya Ltd | Healthcare | Equity | 3.38% |
| Axis Bank Ltd | Financial | Equity | 2.94% |
| Ratnaveer Metals Ltd. | Materials | Equity | 2.73% |
| Infosys Ltd | Technology | Equity | 2.47% |
| Bharti Airtel Ltd | Technology | Equity | 2.40% |
| Mazagon Dock Shipbuilders Ltd | Industrials | Equity | 2.20% |
| HCL Technologies Ltd | Technology | Equity | 2.17% |
| Insolation Energy Ltd | Energy & Utilities | Equity | 1.76% |
| Grasim Industries Ltd | Materials | Equity | 1.69% |
| Net Receivables | Unspecified | Net Receivables | 1.63% |
| Zomato Ltd | Technology | Equity | 1.49% |
| Xtranet Technologies Ltd. | Technology | Equity | 1.37% |
| Greaves Cotton Ltd | Industrials | Equity | 0.95% |
| Life Insurance Corporation of India | Financial | Equity | 0.93% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.60% |
| Indiamart Intermesh Ltd | Industrials | Equity | 0.42% |
| Chemtech Industrial Valves Ltd | Industrials | Equity | 0.37% |
| Amara Raja Batteries Ltd | Consumer Discretionary | Equity | 0.31% |
| HBL Power Systems Ltd | Industrials | Equity | 0.05% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +11.3% | +11.0% | +12.7% | +12.7% |
| Category average (Equity ELSS) | +16.4% | +16.5% | +14.0% | -- |
| Rank (Equity ELSS) | 24 | 19 | 20 | -- |