+91-22-48913909Top 5 Best High Risk Mutual Funds in India
High risk Mutual Funds refer to funds that have a potential of delivering high returns in the future.
These are the funds that are ideally meant for investors who are willing to take a high level of risk in the investment. But, these funds are highly volatile in nature. That’s is why such a high-risk fund in the Portfolio needs to be actively managed time to time. High risk Mutual Funds usually provide great dividends to investors. Therefore, if you are willing to take a high-risk to earn good returns, then you can prefer Investing in these listed funds.
What are High Risk Investments?
High risk funds help in a long-term wealth creation. One can also plan their long-term Financial goals such as retirement, world tour, purchase of a dream house, marriage, etc., by investing in these funds. High risk funds are long-term investments that are meant to be invested for longer tenure that is more than 5 years.
Mutual Funds that are advised for such investments are Equity Funds. An Equity Fund is considered to be a high-risk, high return fund. Equity funds invest in stocks/shares of companies. It is one of the best way to own a business (in a small portion) without starting or investing in a firm directly. There are different types of equity funds like Large cap funds, mid & Small cap funds, Diversified Funds, sector funds and ELSS (Equity Linked Savings Schemes).
Best High Risk Mutual Funds
Fund Selection Methodology used to find 5 funds
Mid & Small Cap Funds
Mid & small cap funds invest in mid & small (or startup) companies, respectively. Since these funds consist stock of emerging companies, they are very risky in nature. Hence, investors who can invest for about 7-10 years & more, should only prefer investing in these funds. If the companies do well in the long-run, investors may earn good returns.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) ICICI Prudential MidCap Fund Growth ₹332.21
↑ 8.85 ₹7,557 8.4 7.1 12.3 24.1 17.9 11.1 Invesco India Mid Cap Fund Growth ₹184.17
↑ 4.80 ₹11,767 10.5 -0.3 5.7 23.9 19.5 6.3 Edelweiss Mid Cap Fund Growth ₹104.199
↑ 2.13 ₹15,911 6.2 0.5 4 22.3 18.5 3.8 Sundaram Mid Cap Fund Growth ₹1,424.71
↑ 30.06 ₹13,378 6 -0.1 4.7 21.9 17.8 4.1 HDFC Mid-Cap Opportunities Fund Growth ₹198.802
↑ 3.02 ₹94,745 4 -1.7 4.3 20.3 19.1 6.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Jun 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential MidCap Fund Invesco India Mid Cap Fund Edelweiss Mid Cap Fund Sundaram Mid Cap Fund HDFC Mid-Cap Opportunities Fund Point 1 Bottom quartile AUM (₹7,557 Cr). Bottom quartile AUM (₹11,767 Cr). Upper mid AUM (₹15,911 Cr). Lower mid AUM (₹13,378 Cr). Highest AUM (₹94,745 Cr). Point 2 Established history (21+ yrs). Established history (19+ yrs). Established history (18+ yrs). Oldest track record among peers (23 yrs). Established history (18+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Top rated. Rating: 3★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 17.89% (bottom quartile). 5Y return: 19.49% (top quartile). 5Y return: 18.54% (lower mid). 5Y return: 17.81% (bottom quartile). 5Y return: 19.13% (upper mid). Point 6 3Y return: 24.09% (top quartile). 3Y return: 23.86% (upper mid). 3Y return: 22.35% (lower mid). 3Y return: 21.89% (bottom quartile). 3Y return: 20.30% (bottom quartile). Point 7 1Y return: 12.32% (top quartile). 1Y return: 5.71% (upper mid). 1Y return: 4.01% (bottom quartile). 1Y return: 4.75% (lower mid). 1Y return: 4.29% (bottom quartile). Point 8 Alpha: 11.02 (top quartile). Alpha: 0.00 (bottom quartile). Alpha: -0.24 (bottom quartile). Alpha: 0.31 (upper mid). Alpha: 0.10 (lower mid). Point 9 Sharpe: 0.85 (top quartile). Sharpe: 0.42 (upper mid). Sharpe: 0.33 (bottom quartile). Sharpe: 0.36 (lower mid). Sharpe: 0.35 (bottom quartile). Point 10 Information ratio: 0.64 (top quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.31 (upper mid). Information ratio: 0.26 (lower mid). Information ratio: 0.07 (bottom quartile). ICICI Prudential MidCap Fund
Invesco India Mid Cap Fund
Edelweiss Mid Cap Fund
Sundaram Mid Cap Fund
HDFC Mid-Cap Opportunities Fund
Sector Funds
These are the funds that are sector specific, means they invest in a particular sector like infra, pharma, banking, as such. These are high-risk funds, they can double or trouble your money. So, investors who have a knowledge about the future growth of the sector that he wishes to invest should only prefer investing in these funds.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) DSP Natural Resources and New Energy Fund Growth ₹105.911
↓ -0.50 ₹2,343 -0.7 11.4 17 22.3 15.4 17.5 DSP India T.I.G.E.R Fund Growth ₹351.015
↑ 6.24 ₹5,789 11.4 12.8 13.5 24.7 22.9 -2.5 BOI AXA Manufacturing and Infrastructure Fund Growth ₹63.18
↑ 1.28 ₹755 9.7 8.4 12.7 23.4 20.3 7.8 SBI Magnum COMMA Fund Growth ₹114.302
↑ 1.52 ₹1,081 3.2 7.4 11.6 19.1 11.7 12.3 SBI Healthcare Opportunities Fund Growth ₹469.761
↑ 1.68 ₹4,323 9.6 10.7 10 25 15.3 -3.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Jun 26 Research Highlights & Commentary of 5 Funds showcased
Commentary DSP Natural Resources and New Energy Fund DSP India T.I.G.E.R Fund BOI AXA Manufacturing and Infrastructure Fund SBI Magnum COMMA Fund SBI Healthcare Opportunities Fund Point 1 Lower mid AUM (₹2,343 Cr). Highest AUM (₹5,789 Cr). Bottom quartile AUM (₹755 Cr). Bottom quartile AUM (₹1,081 Cr). Upper mid AUM (₹4,323 Cr). Point 2 Established history (18+ yrs). Oldest track record among peers (22 yrs). Established history (16+ yrs). Established history (20+ yrs). Established history (21+ yrs). Point 3 Top rated. Rating: 4★ (upper mid). Not Rated. Rating: 4★ (lower mid). Rating: 2★ (bottom quartile). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 15.35% (lower mid). 5Y return: 22.94% (top quartile). 5Y return: 20.33% (upper mid). 5Y return: 11.72% (bottom quartile). 5Y return: 15.27% (bottom quartile). Point 6 3Y return: 22.26% (bottom quartile). 3Y return: 24.75% (upper mid). 3Y return: 23.42% (lower mid). 3Y return: 19.06% (bottom quartile). 3Y return: 25.00% (top quartile). Point 7 1Y return: 16.99% (top quartile). 1Y return: 13.45% (upper mid). 1Y return: 12.72% (lower mid). 1Y return: 11.55% (bottom quartile). 1Y return: 10.05% (bottom quartile). Point 8 Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 1.36 (top quartile). Alpha: -1.64 (bottom quartile). Point 9 Sharpe: 1.74 (top quartile). Sharpe: 0.68 (bottom quartile). Sharpe: 0.90 (lower mid). Sharpe: 0.91 (upper mid). Sharpe: -0.03 (bottom quartile). Point 10 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: -0.08 (bottom quartile). Information ratio: -0.12 (bottom quartile). DSP Natural Resources and New Energy Fund
DSP India T.I.G.E.R Fund
BOI AXA Manufacturing and Infrastructure Fund
SBI Magnum COMMA Fund
SBI Healthcare Opportunities Fund
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Diversified Funds or Multi Cap Funds
These funds invest across all the market cap- large cap, mid & small cap funds. Due to its investing technique, they master in balancing the portfolio. Due to which the risk is moderate. If one fund fails to perform well, the others are there to balance the portfolio. Investors should ideally stay invested for atleast 5 years & more.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Aditya Birla Sun Life Manufacturing Equity Fund Growth ₹35.84
↑ 0.55 ₹1,158 9 7.9 13.8 20.4 13.3 3.5 Mahindra Badhat Yojana Growth ₹36.6077
↑ 0.89 ₹6,439 7.3 2.4 4.7 18.2 15.4 3.4 ICICI Prudential Multicap Fund Growth ₹827.12
↑ 20.25 ₹16,997 8.1 4.2 4.4 18.2 15.7 5.7 BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 ₹588 -4.6 -2.6 19.3 17.3 13.6 Motilal Oswal Multicap 35 Fund Growth ₹56.0821
↑ 1.15 ₹12,770 5.3 -8.2 -6.7 17.2 11.1 -5.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Jun 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Aditya Birla Sun Life Manufacturing Equity Fund Mahindra Badhat Yojana ICICI Prudential Multicap Fund BNP Paribas Multi Cap Fund Motilal Oswal Multicap 35 Fund Point 1 Bottom quartile AUM (₹1,158 Cr). Lower mid AUM (₹6,439 Cr). Highest AUM (₹16,997 Cr). Bottom quartile AUM (₹588 Cr). Upper mid AUM (₹12,770 Cr). Point 2 Established history (11+ yrs). Established history (9+ yrs). Oldest track record among peers (31 yrs). Established history (20+ yrs). Established history (12+ yrs). Point 3 Not Rated. Not Rated. Rating: 3★ (lower mid). Rating: 4★ (upper mid). Top rated. Point 4 Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 13.33% (bottom quartile). 5Y return: 15.36% (upper mid). 5Y return: 15.66% (top quartile). 5Y return: 13.57% (lower mid). 5Y return: 11.08% (bottom quartile). Point 6 3Y return: 20.45% (top quartile). 3Y return: 18.24% (upper mid). 3Y return: 18.17% (lower mid). 3Y return: 17.28% (bottom quartile). 3Y return: 17.18% (bottom quartile). Point 7 1Y return: 13.78% (upper mid). 1Y return: 4.75% (lower mid). 1Y return: 4.38% (bottom quartile). 1Y return: 19.34% (top quartile). 1Y return: -6.66% (bottom quartile). Point 8 Alpha: 0.00 (lower mid). Alpha: 3.76 (top quartile). Alpha: 1.73 (upper mid). Alpha: 0.00 (bottom quartile). Alpha: -6.56 (bottom quartile). Point 9 Sharpe: 0.76 (upper mid). Sharpe: 0.30 (lower mid). Sharpe: 0.19 (bottom quartile). Sharpe: 2.86 (top quartile). Sharpe: -0.37 (bottom quartile). Point 10 Information ratio: 0.00 (bottom quartile). Information ratio: 0.62 (upper mid). Information ratio: 0.63 (top quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.45 (lower mid). Aditya Birla Sun Life Manufacturing Equity Fund
Mahindra Badhat Yojana
ICICI Prudential Multicap Fund
BNP Paribas Multi Cap Fund
Motilal Oswal Multicap 35 Fund
Large Cap Funds
These are the funds that invest in large-sized companies in India. These are firms that are the leaders in the industry and are known for its stable returns. As, large-cap funds invest in bigger companies they are less risky than mid & small caps. But, being an equity fund, the risk of is always there. Investors who can bear moderate to high level of risk and also can stay invested for 5 years & more can invest in these schemes.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Nippon India Large Cap Fund Growth ₹87.3701
↑ 1.78 ₹51,690 0.7 -7.1 -2.7 13.5 14.5 9.2 ICICI Prudential Bluechip Fund Growth ₹105.7
↑ 2.01 ₹75,650 0.1 -8.5 -3.2 13.4 12.8 11.3 IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 ₹655 9.2 12.5 15.4 21.9 12.6 Invesco India Largecap Fund Growth ₹68.42
↑ 1.52 ₹1,722 5.6 -3.6 -0.3 13.7 12 5.5 HDFC Top 100 Fund Growth ₹1,091.56
↑ 25.19 ₹38,121 0.7 -7.2 -3.1 11.1 11.5 7.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Jun 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Large Cap Fund ICICI Prudential Bluechip Fund IDBI India Top 100 Equity Fund Invesco India Largecap Fund HDFC Top 100 Fund Point 1 Upper mid AUM (₹51,690 Cr). Highest AUM (₹75,650 Cr). Bottom quartile AUM (₹655 Cr). Bottom quartile AUM (₹1,722 Cr). Lower mid AUM (₹38,121 Cr). Point 2 Established history (18+ yrs). Established history (18+ yrs). Established history (14+ yrs). Established history (16+ yrs). Oldest track record among peers (29 yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 14.53% (top quartile). 5Y return: 12.80% (upper mid). 5Y return: 12.61% (lower mid). 5Y return: 11.99% (bottom quartile). 5Y return: 11.47% (bottom quartile). Point 6 3Y return: 13.46% (lower mid). 3Y return: 13.38% (bottom quartile). 3Y return: 21.88% (top quartile). 3Y return: 13.69% (upper mid). 3Y return: 11.09% (bottom quartile). Point 7 1Y return: -2.66% (lower mid). 1Y return: -3.15% (bottom quartile). 1Y return: 15.39% (top quartile). 1Y return: -0.35% (upper mid). 1Y return: -3.05% (bottom quartile). Point 8 Alpha: 1.61 (upper mid). Alpha: -1.90 (bottom quartile). Alpha: 2.11 (top quartile). Alpha: 1.01 (lower mid). Alpha: -3.28 (bottom quartile). Point 9 Sharpe: -0.07 (upper mid). Sharpe: -0.29 (bottom quartile). Sharpe: 1.09 (top quartile). Sharpe: -0.11 (lower mid). Sharpe: -0.37 (bottom quartile). Point 10 Information ratio: 1.16 (top quartile). Information ratio: 0.86 (upper mid). Information ratio: 0.14 (bottom quartile). Information ratio: 0.75 (lower mid). Information ratio: -0.13 (bottom quartile). Nippon India Large Cap Fund
ICICI Prudential Bluechip Fund
IDBI India Top 100 Equity Fund
Invesco India Largecap Fund
HDFC Top 100 Fund
To generate capital appreciation and income distribution to unit holders by investing predominantly in equity/equity related securities of the companies belonging to the infrastructure development and balance in debt securities and money market instruments. Below is the key information for ICICI Prudential Infrastructure Fund Returns up to 1 year are on The investment objective of the scheme is to provide long term growth from a portfolio of equity / equity related instruments of companies engaged either directly or indirectly in the infrastructure sector. Research Highlights for LIC MF Infrastructure Fund Below is the key information for LIC MF Infrastructure Fund Returns up to 1 year are on To generate capital appreciation, from a portfolio that is substantially constituted of equity securities and equity related securities of corporates, which could benefit from structural changes brought about by continuing liberalization in economic policies by the government and/or continuing investments in infrastructure, both by the public and private sector. Research Highlights for DSP India T.I.G.E.R Fund Below is the key information for DSP India T.I.G.E.R Fund Returns up to 1 year are on (Erstwhile Reliance Diversified Power Sector Fund) The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies in the power sector. Research Highlights for Nippon India Power and Infra Fund Below is the key information for Nippon India Power and Infra Fund Returns up to 1 year are on The objective of the scheme would be to provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks of domestic Public Sector Undertakings and in debt and money market instruments issued by PSUs AND others. Research Highlights for SBI PSU Fund Below is the key information for SBI PSU Fund Returns up to 1 year are on 1. ICICI Prudential Infrastructure Fund
ICICI Prudential Infrastructure Fund
Growth Launch Date 31 Aug 05 NAV (12 Jun 26) ₹197.92 ↑ 4.97 (2.58 %) Net Assets (Cr) ₹8,311 on 30 Apr 26 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk High Expense Ratio 1.89 Sharpe Ratio 0.34 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 21 ₹10,000 31 May 22 ₹12,289 31 May 23 ₹15,941 31 May 24 ₹26,282 31 May 25 ₹28,419 31 May 26 ₹29,491 Returns for ICICI Prudential Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 Jun 26 Duration Returns 1 Month 0.9% 3 Month 6.2% 6 Month 1.6% 1 Year 1.1% 3 Year 21.3% 5 Year 23% 10 Year 15 Year Since launch 15.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.7% 2023 27.4% 2022 44.6% 2021 28.8% 2020 50.1% 2019 3.6% 2018 2.6% 2017 -14% 2016 40.8% 2015 2% Fund Manager information for ICICI Prudential Infrastructure Fund
Name Since Tenure Ihab Dalwai 3 Jun 17 9 Yr. Sharmila D’mello 30 Jun 22 3.92 Yr. Data below for ICICI Prudential Infrastructure Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Industrials 47.27% Financial Services 10.61% Utility 10.29% Basic Materials 9.54% Real Estate 8.74% Energy 5.85% Consumer Cyclical 2.04% Communication Services 0.1% Asset Allocation
Asset Class Value Cash 4.86% Equity 95.14% Top Securities Holdings / Portfolio
Name Holding Value Quantity InterGlobe Aviation Ltd (Industrials)
Equity, Since 28 Feb 23 | INDIGO8% ₹705 Cr 1,641,985
↓ -20,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT7% ₹604 Cr 1,505,704 Oberoi Realty Ltd (Real Estate)
Equity, Since 31 May 23 | OBEROIRLTY4% ₹357 Cr 2,139,426
↓ -497,376 NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 5325554% ₹344 Cr 8,626,448
↓ -700,000 Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Nov 25 | 5329293% ₹260 Cr 3,288,140
↓ -75,737 Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 06 | KPIL3% ₹251 Cr 2,005,608 Shree Cement Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 5003873% ₹250 Cr 103,505
↑ 5,213 Container Corporation of India Ltd (Industrials)
Equity, Since 31 Jan 16 | CONCOR3% ₹249 Cr 4,885,153
↓ -257,287 NCC Ltd (Industrials)
Equity, Since 31 Aug 21 | NCC3% ₹240 Cr 14,665,904 Afcons Infrastructure Ltd (Industrials)
Equity, Since 31 Oct 24 | AFCONS3% ₹232 Cr 6,826,347
↓ -116,130 2. LIC MF Infrastructure Fund
LIC MF Infrastructure Fund
Growth Launch Date 29 Feb 08 NAV (12 Jun 26) ₹53.0141 ↑ 1.24 (2.40 %) Net Assets (Cr) ₹1,047 on 30 Apr 26 Category Equity - Sectoral AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk High Expense Ratio 2.21 Sharpe Ratio 0.59 Information Ratio 0.5 Alpha Ratio 10.33 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 21 ₹10,000 31 May 22 ₹11,769 31 May 23 ₹13,631 31 May 24 ₹24,318 31 May 25 ₹26,424 31 May 26 ₹28,936 Returns for LIC MF Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 Jun 26 Duration Returns 1 Month 3.4% 3 Month 9.6% 6 Month 8.8% 1 Year 6.7% 3 Year 26.7% 5 Year 23% 10 Year 15 Year Since launch 9.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 -3.7% 2023 47.8% 2022 44.4% 2021 7.9% 2020 46.6% 2019 -0.1% 2018 13.3% 2017 -14.6% 2016 42.2% 2015 -2.2% Fund Manager information for LIC MF Infrastructure Fund
Name Since Tenure Sumit Bhatnagar 7 Apr 26 0.15 Yr. Mahesh Bendre 1 Jul 24 1.92 Yr. Data below for LIC MF Infrastructure Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Industrials 32.59% Consumer Cyclical 24.07% Utility 9.79% Basic Materials 9.21% Communication Services 7.33% Financial Services 4.31% Health Care 3.19% Real Estate 2.12% Technology 0.79% Asset Allocation
Asset Class Value Cash 6.6% Equity 93.4% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 09 | BHARTIARTL5% ₹53 Cr 281,826
↑ 118,739 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT5% ₹47 Cr 117,852
↑ 2,505 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 25 | MARUTI4% ₹45 Cr 33,850
↑ 22,497 Tata Motors Passenger Vehicles Ltd (Consumer Cyclical)
Equity, Since 28 Feb 26 | TMPV4% ₹45 Cr 1,315,651
↑ 461,129 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Oct 25 | TMCV4% ₹41 Cr 988,950
↑ 422,131 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Jun 25 | APOLLOHOSP3% ₹33 Cr 43,676
↑ 928 NTPC Ltd (Utilities)
Equity, Since 31 Mar 23 | 5325553% ₹33 Cr 821,696
↑ 17,465 Carraro India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 24 | CARRARO3% ₹32 Cr 572,991
↑ 155,777 Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 5006553% ₹29 Cr 73,009
↑ 1,551 Bharat Bijlee Ltd (Industrials)
Equity, Since 31 Jul 22 | BBL3% ₹29 Cr 92,628
↑ 1,968 3. DSP India T.I.G.E.R Fund
DSP India T.I.G.E.R Fund
Growth Launch Date 11 Jun 04 NAV (12 Jun 26) ₹351.015 ↑ 6.24 (1.81 %) Net Assets (Cr) ₹5,789 on 30 Apr 26 Category Equity - Sectoral AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 1.89 Sharpe Ratio 0.68 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 21 ₹10,000 31 May 22 ₹11,655 31 May 23 ₹14,449 31 May 24 ₹25,883 31 May 25 ₹25,501 31 May 26 ₹29,155 Returns for DSP India T.I.G.E.R Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 Jun 26 Duration Returns 1 Month 2.4% 3 Month 11.4% 6 Month 12.8% 1 Year 13.5% 3 Year 24.7% 5 Year 22.9% 10 Year 15 Year Since launch 17.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 -2.5% 2023 32.4% 2022 49% 2021 13.9% 2020 51.6% 2019 2.7% 2018 6.7% 2017 -17.2% 2016 47% 2015 4.1% Fund Manager information for DSP India T.I.G.E.R Fund
Name Since Tenure Rohit Singhania 21 Jun 10 15.96 Yr. Data below for DSP India T.I.G.E.R Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Industrials 28.28% Basic Materials 13.45% Financial Services 11.29% Utility 9.78% Consumer Cyclical 8.26% Energy 6.96% Health Care 5.89% Communication Services 2.77% Real Estate 1.52% Technology 1.51% Consumer Defensive 0.89% Asset Allocation
Asset Class Value Cash 9.38% Equity 90.62% Top Securities Holdings / Portfolio
Name Holding Value Quantity NTPC Ltd (Utilities)
Equity, Since 30 Nov 17 | 5325555% ₹261 Cr 6,528,592
↓ -534,615 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 04 | LT4% ₹236 Cr 588,665 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Dec 24 | APOLLOHOSP4% ₹230 Cr 301,630 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 May 25 | MCX3% ₹174 Cr 585,612
↓ -95,213 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL3% ₹160 Cr 849,969 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 24 | AMBER3% ₹154 Cr 191,592
↓ -27,642 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG2% ₹142 Cr 834,973 INOX India Ltd (Industrials)
Equity, Since 31 Dec 23 | INOXINDIA2% ₹137 Cr 940,841 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Oct 25 | HAL2% ₹132 Cr 305,098 Coal India Ltd (Energy)
Equity, Since 31 Dec 23 | COALINDIA2% ₹130 Cr 2,705,180 4. Nippon India Power and Infra Fund
Nippon India Power and Infra Fund
Growth Launch Date 8 May 04 NAV (12 Jun 26) ₹375.003 ↑ 9.29 (2.54 %) Net Assets (Cr) ₹7,707 on 30 Apr 26 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 1.85 Sharpe Ratio 0.54 Information Ratio 0.64 Alpha Ratio 7.84 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 21 ₹10,000 31 May 22 ₹11,291 31 May 23 ₹14,690 31 May 24 ₹26,370 31 May 25 ₹26,323 31 May 26 ₹29,409 Returns for Nippon India Power and Infra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 Jun 26 Duration Returns 1 Month 0.8% 3 Month 9.1% 6 Month 9.2% 1 Year 9.1% 3 Year 23.5% 5 Year 22.4% 10 Year 15 Year Since launch 17.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 -0.5% 2023 26.9% 2022 58% 2021 10.9% 2020 48.9% 2019 10.8% 2018 -2.9% 2017 -21.1% 2016 61.7% 2015 0.1% Fund Manager information for Nippon India Power and Infra Fund
Name Since Tenure Kinjal Desai 25 May 18 8.02 Yr. Rahul Modi 19 Aug 24 1.78 Yr. Amber Singhania 11 Mar 26 0.22 Yr. Data below for Nippon India Power and Infra Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Industrials 35.15% Utility 22.71% Consumer Cyclical 10.87% Energy 10.01% Basic Materials 6.11% Technology 4.98% Financial Services 3.58% Health Care 2.11% Communication Services 2.08% Real Estate 1.65% Asset Allocation
Asset Class Value Cash 0.74% Equity 99.26% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE9% ₹667 Cr 4,660,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT7% ₹541 Cr 1,346,958
↑ 182,621 NTPC Ltd (Utilities)
Equity, Since 31 May 09 | 5325557% ₹525 Cr 13,154,060
↓ -645,940 NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN4% ₹288 Cr 26,191,079
↑ 1,700,000 Tata Power Co Ltd (Utilities)
Equity, Since 30 Apr 23 | 5004003% ₹265 Cr 5,950,789
↓ -1,650,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 24 | 5001033% ₹245 Cr 6,948,468
↑ 100,000 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 30 Sep 24 | 5000932% ₹176 Cr 2,170,014
↓ -550,000 Triveni Turbine Ltd (Industrials)
Equity, Since 30 Jun 25 | 5336552% ₹176 Cr 3,073,288
↑ 60,249 Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Oct 24 | 5328102% ₹175 Cr 3,900,000
↑ 300,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 5325382% ₹174 Cr 150,000 5. SBI PSU Fund
SBI PSU Fund
Growth Launch Date 7 Jul 10 NAV (12 Jun 26) ₹34.6154 ↑ 0.54 (1.57 %) Net Assets (Cr) ₹6,669 on 30 Apr 26 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆ Risk High Expense Ratio 1.89 Sharpe Ratio 0.58 Information Ratio -0.34 Alpha Ratio -2.06 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 21 ₹10,000 31 May 22 ₹10,885 31 May 23 ₹13,250 31 May 24 ₹26,908 31 May 25 ₹26,604 31 May 26 ₹29,030 Returns for SBI PSU Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 Jun 26 Duration Returns 1 Month -0.5% 3 Month -2.3% 6 Month 4.9% 1 Year 7.9% 3 Year 28.4% 5 Year 22.4% 10 Year 15 Year Since launch 8.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 11.3% 2023 23.5% 2022 54% 2021 29% 2020 32.4% 2019 -10% 2018 6% 2017 -23.8% 2016 21.9% 2015 16.2% Fund Manager information for SBI PSU Fund
Name Since Tenure Rohit Shimpi 1 Jun 24 2 Yr. Data below for SBI PSU Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Financial Services 31.44% Utility 31.28% Industrials 13.3% Energy 12.65% Basic Materials 6.77% Asset Allocation
Asset Class Value Cash 4.48% Equity 95.45% Debt 0.07% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 31 Jul 10 | SBIN17% ₹1,125 Cr 10,527,500
↑ 600,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jul 10 | 53289810% ₹635 Cr 19,935,554 GAIL (India) Ltd (Utilities)
Equity, Since 31 May 24 | 5321559% ₹623 Cr 38,150,000 NTPC Ltd (Utilities)
Equity, Since 31 Jul 10 | 5325559% ₹616 Cr 15,443,244 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Jun 24 | BEL9% ₹577 Cr 13,385,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 5003127% ₹439 Cr 14,655,000
↑ 1,100,000 Bank of Baroda (Financial Services)
Equity, Since 31 Aug 24 | 5321345% ₹345 Cr 13,100,000 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 5005474% ₹291 Cr 9,700,000 NMDC Ltd (Basic Materials)
Equity, Since 31 Oct 23 | 5263714% ₹252 Cr 27,900,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Jun 25 | 5001033% ₹229 Cr 6,500,000
Why taking a SIP route is a Smart Choice in High Risk Investments?
A Systematic Investment plan (SIP) is an efficient mode of investment in Mutual Funds, especially in equity funds. A SIP allows an investor to invest a fixed amount regularly in the scheme. One of the important benefits of SIPs is that it helps in the rupee cost averaging. When you invest regularly over a period of time, regardless of the market conditions, you would get more units when the market is low and less units when the market is high. This averages out the purchase cost of your Mutual Fund units.
The other benefit is the Power of Compounding. Your money starts compounding when you invest for a longer period. The accumulated corpus is re-invested in the market and you earn returns on the returns earned by your investment. This helps in building a large corpus that could help you achieve your long-term goals with regular small investments.
Some of the other advantages of a SIP are:
- Minimum investment starts with INR 500
- Builds habit of long-term savings
- Reduces long-term risk
- Helps in goal-wise investing
How to Invest inHigh Risk Mutual Funds?
Open Free Investment Account for Lifetime at Fincash.com.
Complete your Registration and KYC Process
Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!
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Research Highlights for ICICI Prudential Infrastructure Fund