| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹54,621 | -8.96% | |
| 3 years | ₹1,80,000 | ₹1,82,423 | +1.35% | |
| 5 years | ₹3,00,000 | ₹3,51,331 | +17.11% | |
| 10 years | ₹6,00,000 | ₹10,13,981 | +69.00% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Mahindra & Mahindra Ltd. | Automobile | Equity | 8.06% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 7.06% |
| Bharti Airtel Ltd. | Communication | Equity | 7.03% |
| Eternal Ltd. | Services | Equity | 5.84% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 5.75% |
| Eicher Motors Ltd. | Automobile | Equity | 4.83% |
| ITC Ltd. | Consumer Staples | Equity | 3.33% |
| Hero Motocorp Ltd. | Automobile | Equity | 3.15% |
| Trent Ltd. | Services | Equity | 2.65% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 2.61% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 2.56% |
| Avenue Supermarts Ltd. | Services | Equity | 2.51% |
| Polycab India Ltd. | Capital Goods | Equity | 2.43% |
| The Phoenix Mills Ltd. | Construction | Equity | 2.26% |
| TVS Motor Company Ltd. | Automobile | Equity | 2.24% |
| Jubilant FoodWorks Ltd. | Services | Equity | 2.15% |
| Godrej Consumer Products Ltd. | Consumer Staples | Equity | 2.13% |
| Nestle India Ltd. | Consumer Staples | Equity | 2.00% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 1.90% |
| Aster DM Healthcare Ltd. | Healthcare | Equity | 1.71% |
| Havells India Ltd. | Capital Goods | Equity | 1.60% |
| HDFC Bank Ltd. | Financial | Equity | 1.54% |
| Astral Ltd. | Chemicals | Equity | 1.52% |
| Global Health Ltd. | Healthcare | Equity | 1.49% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 1.49% |
| Info Edge (India) Ltd. | Services | Equity | 1.42% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 1.32% |
| Asian Paints Ltd. | Chemicals | Equity | 1.32% |
| Metro Brands Ltd. | Consumer Staples | Equity | 1.30% |
| United Spirits Ltd. | Consumer Staples | Equity | 1.23% |
| Berger Paints India Ltd. | Chemicals | Equity | 1.20% |
| Kewal Kiran Clothing Ltd. | Textiles | Equity | 1.10% |
| Blue Star Ltd. | Consumer Discretionary | Equity | 1.10% |
| Tips Music Ltd. | Services | Equity | 1.06% |
| HDB Financial Services Ltd. | Financial | Equity | 1.02% |
| Bajaj Finance Ltd. | Financial | Equity | 1.01% |
| PB Fintech Ltd. | Services | Equity | 1.01% |
| Bikaji Foods International Ltd. | Consumer Staples | Equity | 0.95% |
| Kajaria Ceramics Ltd. | Construction | Equity | 0.87% |
| V-Mart Retail Ltd. | Services | Equity | 0.68% |
| Vedant Fashions Ltd. | Services | Equity | 0.52% |
| IFB Industries Ltd. | Consumer Discretionary | Equity | 0.49% |
| Vishal Mega Mart Ltd. | Services | Equity | 0.39% |
| United Foodbrands Ltd. | Services | Equity | 0.29% |
| Meesho Ltd. | Services | Equity | 0.15% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.02% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +12.9% | +10.9% | +11.6% | +10.9% |
| Category average (Equity Thematic) | +16.5% | +16.6% | +14.5% | -- |
| Rank (Equity Thematic) | 9 | 11 | 8 | -- |