17.34
%Fund | ₹ 10727 |
FD | ₹ 10600 |
Gold | ₹ 10800 |
Nifty | ₹ 10881 |
Amount Invested | Fund Value | Profit | Returns | |
---|---|---|---|---|
Fund | 120,000 | 122,996 | 2,996 | 5.49 |
Benchmark | 120,000 | 124,844 | 4,844 | 8.93 |
Scheme Name | Inception Date | 1 Year Return % | 2 Year Return % | 3 Year Return % | 5 Year Return % | 10 Year Return % |
---|---|---|---|---|---|---|
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth | 05-10-2020 | 7.27 | 15.97 | 14.99 | 18.43 | 12.22 |
Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 24.74 | 0.0 | 0.0 | 0.0 | 0.0 |
DSP Large Cap Fund - Regular Plan - Growth | 05-03-2003 | 14.89 | 23.28 | 21.4 | 21.04 | 11.96 |
WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 12.39 | 21.83 | 0.0 | 0.0 | 0.0 |
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 05-08-2010 | 12.0 | 19.85 | 17.75 | 20.41 | 13.98 |
Sector | Allocation (%) |
---|---|
Financial Services | 33.93 |
Information Technology | 8.73 |
N/A | 8.22 |
Automobile and Auto Components | 7.78 |
Healthcare | 7.58 |
Oil, Gas & Consumable Fuels | 7.08 |
Telecommunication | 5.39 |
Consumer Services | 4.69 |
Fast Moving Consumer Goods | 4.04 |
Company | Holdings (%) |
---|---|
HDFC BANK LIMITED EQ NEW FV RE. 1/- | 9.99 |
ICICI BANK LIMITED EQ NEW FV RS. 2/- | 9.99 |
TREPS | 7.93 |
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 5.39 |
INFOSYS LIMITED EQ FV RS 5 | 4.74 |
RELIANCE INDUSTRIES LIMITED EQ | 4 |
Dr. Reddys Laboratories Ltd | 3.99 |
SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/- | 3.59 |
AXIS BANK LIMITED EQ NE FV RS. 2/- | 3.43 |