| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹59,857 | -0.24% | |
| 3 years | ₹1,80,000 | ₹2,01,519 | +11.96% | |
| 5 years | ₹3,00,000 | ₹3,87,336 | +29.11% | |
| 10 years | ₹6,00,000 | ₹11,18,572 | +86.43% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Mahindra & Mahindra Ltd. | Automobile | Equity | 7.76% |
| Bharti Airtel Ltd. | Communication | Equity | 7.43% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 7.01% |
| Eternal Ltd. | Services | Equity | 5.76% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 5.24% |
| ITC Ltd. | Consumer Staples | Equity | 4.36% |
| Eicher Motors Ltd. | Automobile | Equity | 4.24% |
| Hero Motocorp Ltd. | Automobile | Equity | 3.08% |
| Godrej Consumer Products Ltd. | Consumer Staples | Equity | 3.05% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 2.67% |
| Trent Ltd. | Services | Equity | 2.60% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 2.57% |
| Avenue Supermarts Ltd. | Services | Equity | 2.43% |
| The Phoenix Mills Ltd. | Construction | Equity | 2.30% |
| TVS Motor Company Ltd. | Automobile | Equity | 2.15% |
| Nestle India Ltd. | Consumer Staples | Equity | 2.09% |
| Jubilant FoodWorks Ltd. | Services | Equity | 2.07% |
| Polycab India Ltd. | Capital Goods | Equity | 2.00% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 2.00% |
| Astral Ltd. | Chemicals | Equity | 1.84% |
| Asian Paints Ltd. | Chemicals | Equity | 1.81% |
| HDFC Bank Ltd. | Financial | Equity | 1.63% |
| Info Edge (India) Ltd. | Services | Equity | 1.60% |
| Havells India Ltd. | Capital Goods | Equity | 1.49% |
| Aster DM Healthcare Ltd. | Healthcare | Equity | 1.45% |
| Global Health Ltd. | Healthcare | Equity | 1.39% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 1.38% |
| Metro Brands Ltd. | Consumer Staples | Equity | 1.31% |
| Berger Paints India Ltd. | Chemicals | Equity | 1.23% |
| United Spirits Ltd. | Consumer Staples | Equity | 1.23% |
| Tips Music Ltd. | Services | Equity | 1.08% |
| Blue Star Ltd. | Consumer Discretionary | Equity | 1.04% |
| HDB Financial Services Ltd. | Financial | Equity | 1.04% |
| Kewal Kiran Clothing Ltd. | Textiles | Equity | 1.01% |
| Kajaria Ceramics Ltd. | Construction | Equity | 0.96% |
| Bajaj Finance Ltd. | Financial | Equity | 0.95% |
| PB Fintech Ltd. | Services | Equity | 0.80% |
| V-Mart Retail Ltd. | Services | Equity | 0.79% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.76% |
| Vedant Fashions Ltd. | Services | Equity | 0.65% |
| Bikaji Foods International Ltd. | Consumer Staples | Equity | 0.60% |
| Swiggy Ltd. | Services | Equity | 0.56% |
| IFB Industries Ltd. | Consumer Discretionary | Equity | 0.51% |
| United Foodbrands Ltd. | Services | Equity | 0.22% |
| Meesho Ltd. | Services | Equity | 0.17% |
| Kwality Wall's (India) Ltd. | Consumer Staples | Equity | 0.05% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.02% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +16.1% | +13.3% | +13.6% | +11.7% |
| Category average (Equity Thematic) | +16.5% | +16.6% | +14.5% | -- |
| Rank (Equity Thematic) | 10 | 11 | 8 | -- |