| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹57,222 | -4.63% | |
| 3 years | ₹1,80,000 | ₹1,85,535 | +3.08% | |
| 5 years | ₹3,00,000 | ₹3,59,139 | +19.71% | |
| 10 years | ₹6,00,000 | ₹10,38,515 | +73.09% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 9.13% |
| Zomato Ltd | Technology | Equity | 8.41% |
| Bharti Airtel Ltd | Technology | Equity | 7.22% |
| Titan Company Ltd | Consumer Discretionary | Equity | 6.90% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 6.06% |
| Eicher Motors Ltd | Consumer Discretionary | Equity | 4.39% |
| Trent Ltd | Consumer Discretionary | Equity | 4.19% |
| ITC Ltd | Consumer Staples | Equity | 3.43% |
| Avenue Supermarts Ltd | Consumer Staples | Equity | 3.06% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 2.97% |
| Polycab India Ltd | Industrials | 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 | Consumer Discretionary | Equity | 2.30% |
| Phoenix Mills Ltd | Real Estate | Equity | 2.15% |
| Net Current Assets | Unspecified | Net Current Assets | 2.08% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | 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 | Technology | Equity | 1.46% |
| Havells India Ltd | Consumer Discretionary | Equity | 1.45% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 1.44% |
| Bajaj Finance Ltd | Financial | Equity | 1.42% |
| Vishal Mega Mart Ltd. | Consumer Staples | Equity | 1.32% |
| Tips Industries Ltd | Consumer Discretionary | Equity | 1.30% |
| Metro Brands Ltd | Consumer Discretionary | Equity | 1.29% |
| United Spirits Ltd | Consumer Staples | Equity | 1.21% |
| Blue Star Ltd | Industrials | Equity | 1.21% |
| PB Fintech Ltd | Financial | Equity | 1.16% |
| Berger Paints India Ltd | Materials | Equity | 1.14% |
| V-Mart Retail Ltd | Consumer Discretionary | Equity | 1.09% |
| Bikaji Foods International Ltd | Consumer Staples | Equity | 1.09% |
| Brigade Enterprises Ltd | Real Estate | Equity | 1.00% |
| Astral Ltd | Industrials | Equity | 0.91% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.90% |
| Aster DM Healthcare Ltd | Healthcare | Equity | 0.74% |
| Barbeque-Nation Hospitality Ltd | Consumer Discretionary | Equity | 0.44% |
| Vedant Fashions Ltd | Consumer Discretionary | Equity | 0.15% |
| Kewal Kiran Clothing Ltd | Consumer Discretionary | Equity | 0.14% |
| Meesho Ltd. | Consumer Discretionary | Equity | 0.07% |
| TVS Motor Company Ltd - Pref. Shares | Consumer Discretionary | Preference Shares | 0.02% |
| Others CBLO | Unspecified | CBLO | 0.02% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +10.4% | +10.5% | +11.3% | +11.1% |
| Category average (Equity Thematic) | +16.5% | +16.6% | +14.5% | -- |
| Rank (Equity Thematic) | 9 | 11 | 8 | -- |