| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹57,866 | -3.56% | |
| 3 years | ₹1,80,000 | ₹1,89,438 | +5.24% | |
| 5 years | ₹3,00,000 | ₹3,66,285 | +22.10% | |
| 10 years | ₹6,00,000 | ₹10,58,236 | +76.37% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Mahindra & Mahindra Ltd. | Automobile | Equity | 9.13% |
| Eternal Ltd. | Services | Equity | 8.41% |
| Bharti Airtel Ltd. | Communication | Equity | 7.22% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 6.90% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 6.06% |
| Eicher Motors Ltd. | Automobile | Equity | 4.39% |
| Trent Ltd. | Services | Equity | 4.19% |
| ITC Ltd. | Consumer Staples | Equity | 3.43% |
| Avenue Supermarts Ltd. | Services | Equity | 3.06% |
| TVS Motor Company Ltd. | Automobile | Equity | 2.97% |
| Polycab India Ltd. | Capital Goods | Equity | 2.64% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 2.63% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 2.57% |
| Nestle India Ltd. | Consumer Staples | Equity | 2.31% |
| Hero Motocorp Ltd. | Automobile | Equity | 2.30% |
| The Phoenix Mills Ltd. | Construction | Equity | 2.15% |
| Jubilant FoodWorks Ltd. | Services | Equity | 1.81% |
| HDFC Bank Ltd. | Financial | Equity | 1.65% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 1.64% |
| Global Health Ltd. | Healthcare | Equity | 1.49% |
| Info Edge (India) Ltd. | Services | Equity | 1.46% |
| Havells India Ltd. | Capital Goods | Equity | 1.45% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 1.44% |
| Bajaj Finance Ltd. | Financial | Equity | 1.42% |
| Vishal Mega Mart Ltd. | Services | Equity | 1.32% |
| Tips Music Ltd. | Services | Equity | 1.30% |
| Metro Brands Ltd. | Consumer Staples | Equity | 1.29% |
| United Spirits Ltd. | Consumer Staples | Equity | 1.21% |
| Blue Star Ltd. | Consumer Discretionary | Equity | 1.21% |
| PB Fintech Ltd. | Services | Equity | 1.16% |
| Berger Paints India Ltd. | Chemicals | Equity | 1.14% |
| V-Mart Retail Ltd. | Services | Equity | 1.09% |
| Bikaji Foods International Ltd. | Consumer Staples | Equity | 1.09% |
| Brigade Enterprises Ltd. | Construction | Equity | 1.00% |
| Astral Ltd. | Chemicals | Equity | 0.91% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.90% |
| Aster DM Healthcare Ltd. | Healthcare | Equity | 0.74% |
| United Foodbrands Ltd. | Services | Equity | 0.44% |
| Vedant Fashions Ltd. | Services | Equity | 0.15% |
| Kewal Kiran Clothing Ltd. | Textiles | Equity | 0.14% |
| Meesho Ltd. | Services | Equity | 0.07% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.02% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +12.4% | +12.0% | +12.1% | +11.3% |
| Category average (Equity Thematic) | +16.5% | +16.6% | +14.5% | -- |
| Rank (Equity Thematic) | 9 | 11 | 8 | -- |