+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 (%) Invesco India Mid Cap Fund Growth ₹178.86
↓ -1.98 ₹9,895 5.2 -3.7 11.4 26.6 21.6 6.3 ICICI Prudential MidCap Fund Growth ₹325.34
↓ -2.67 ₹6,569 9.3 6.2 21.8 26.5 21.1 11.1 Edelweiss Mid Cap Fund Growth ₹102.789
↓ -0.87 ₹13,554 3.4 0.1 9.5 25.7 21.5 3.8 Sundaram Mid Cap Fund Growth ₹1,412.78
↓ -13.24 ₹11,898 4.2 -0.7 9.9 24.6 20.4 4.1 HDFC Mid-Cap Opportunities Fund Growth ₹197.07
↓ -2.31 ₹85,358 0.2 -1 9.9 24.2 22.1 6.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Apr 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Invesco India Mid Cap Fund ICICI Prudential MidCap Fund Edelweiss Mid Cap Fund Sundaram Mid Cap Fund HDFC Mid-Cap Opportunities Fund Point 1 Bottom quartile AUM (₹9,895 Cr). Bottom quartile AUM (₹6,569 Cr). Upper mid AUM (₹13,554 Cr). Lower mid AUM (₹11,898 Cr). Highest AUM (₹85,358 Cr). Point 2 Established history (19+ yrs). Established history (21+ 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: 21.61% (upper mid). 5Y return: 21.11% (bottom quartile). 5Y return: 21.46% (lower mid). 5Y return: 20.36% (bottom quartile). 5Y return: 22.06% (top quartile). Point 6 3Y return: 26.56% (top quartile). 3Y return: 26.46% (upper mid). 3Y return: 25.68% (lower mid). 3Y return: 24.61% (bottom quartile). 3Y return: 24.23% (bottom quartile). Point 7 1Y return: 11.45% (upper mid). 1Y return: 21.75% (top quartile). 1Y return: 9.55% (bottom quartile). 1Y return: 9.91% (lower mid). 1Y return: 9.87% (bottom quartile). Point 8 Alpha: 0.00 (bottom quartile). Alpha: 8.43 (top quartile). Alpha: -0.08 (bottom quartile). Alpha: 0.04 (lower mid). Alpha: 1.20 (upper mid). Point 9 Sharpe: -0.08 (lower mid). Sharpe: 0.37 (top quartile). Sharpe: -0.12 (bottom quartile). Sharpe: -0.12 (bottom quartile). Sharpe: -0.04 (upper mid). Point 10 Information ratio: 0.00 (bottom quartile). Information ratio: 0.42 (top quartile). Information ratio: 0.31 (lower mid). Information ratio: 0.22 (bottom quartile). Information ratio: 0.39 (upper mid). Invesco India Mid Cap Fund
ICICI Prudential MidCap 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 ₹110.689
↓ -0.31 ₹2,044 8.9 17.5 30.3 24.1 19.5 17.5 BOI AXA Manufacturing and Infrastructure Fund Growth ₹61.39
↓ -0.56 ₹647 10.2 5.5 18.3 26 23.1 7.8 SBI Magnum COMMA Fund Growth ₹115.426
↓ -0.68 ₹939 8 7.7 17.4 21.3 15.5 12.3 SBI PSU Fund Growth ₹36.3539
↓ -0.09 ₹5,891 8.8 10 16.4 32.5 28.6 11.3 DSP India T.I.G.E.R Fund Growth ₹340.263
↓ -3.05 ₹4,979 14.6 7.5 16.1 27.6 25.9 -2.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Apr 26 Research Highlights & Commentary of 5 Funds showcased
Commentary DSP Natural Resources and New Energy Fund BOI AXA Manufacturing and Infrastructure Fund SBI Magnum COMMA Fund SBI PSU Fund DSP India T.I.G.E.R Fund Point 1 Lower mid AUM (₹2,044 Cr). Bottom quartile AUM (₹647 Cr). Bottom quartile AUM (₹939 Cr). Highest AUM (₹5,891 Cr). Upper mid AUM (₹4,979 Cr). Point 2 Established history (18+ yrs). Established history (16+ yrs). Established history (20+ yrs). Established history (15+ yrs). Oldest track record among peers (21 yrs). Point 3 Top rated. Not Rated. Rating: 4★ (upper mid). Rating: 2★ (bottom quartile). Rating: 4★ (lower mid). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 19.54% (bottom quartile). 5Y return: 23.05% (lower mid). 5Y return: 15.47% (bottom quartile). 5Y return: 28.60% (top quartile). 5Y return: 25.88% (upper mid). Point 6 3Y return: 24.06% (bottom quartile). 3Y return: 26.03% (lower mid). 3Y return: 21.34% (bottom quartile). 3Y return: 32.46% (top quartile). 3Y return: 27.55% (upper mid). Point 7 1Y return: 30.31% (top quartile). 1Y return: 18.33% (upper mid). 1Y return: 17.40% (lower mid). 1Y return: 16.41% (bottom quartile). 1Y return: 16.07% (bottom quartile). Point 8 Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 2.28 (top quartile). Alpha: -1.15 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 9 Sharpe: 1.19 (top quartile). Sharpe: 0.31 (lower mid). Sharpe: 0.42 (upper mid). Sharpe: 0.27 (bottom quartile). Sharpe: -0.01 (bottom quartile). Point 10 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: -0.06 (bottom quartile). Information ratio: -0.31 (bottom quartile). Information ratio: 0.00 (lower mid). DSP Natural Resources and New Energy Fund
BOI AXA Manufacturing and Infrastructure Fund
SBI Magnum COMMA Fund
SBI PSU Fund
DSP India T.I.G.E.R 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 ₹34.87
↓ -0.21 ₹1,016 10.7 4 18.3 22.5 15.5 3.5 Nippon India Multi Cap Fund Growth ₹295.382
↓ -2.60 ₹46,321 5.1 -3 5.6 21.2 21.9 4.1 ICICI Prudential Multicap Fund Growth ₹810.55
↓ -8.33 ₹14,681 6.3 0.9 6.4 20.8 18.4 5.7 Mahindra Badhat Yojana Growth ₹35.7219
↓ -0.38 ₹5,661 3.2 -0.6 6.7 20.8 18.5 3.4 Motilal Oswal Multicap 35 Fund Growth ₹55.7147
↓ -0.79 ₹11,679 -2.1 -10.7 -2.9 20.5 12.7 -5.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Apr 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Aditya Birla Sun Life Manufacturing Equity Fund Nippon India Multi Cap Fund ICICI Prudential Multicap Fund Mahindra Badhat Yojana Motilal Oswal Multicap 35 Fund Point 1 Bottom quartile AUM (₹1,016 Cr). Highest AUM (₹46,321 Cr). Upper mid AUM (₹14,681 Cr). Bottom quartile AUM (₹5,661 Cr). Lower mid AUM (₹11,679 Cr). Point 2 Established history (11+ yrs). Established history (21+ yrs). Oldest track record among peers (31 yrs). Established history (8+ yrs). Established history (12+ yrs). Point 3 Not Rated. Rating: 2★ (lower mid). Rating: 3★ (upper mid). Not Rated. 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: 15.52% (bottom quartile). 5Y return: 21.85% (top quartile). 5Y return: 18.36% (lower mid). 5Y return: 18.49% (upper mid). 5Y return: 12.67% (bottom quartile). Point 6 3Y return: 22.52% (top quartile). 3Y return: 21.22% (upper mid). 3Y return: 20.82% (lower mid). 3Y return: 20.78% (bottom quartile). 3Y return: 20.46% (bottom quartile). Point 7 1Y return: 18.28% (top quartile). 1Y return: 5.55% (bottom quartile). 1Y return: 6.41% (lower mid). 1Y return: 6.70% (upper mid). 1Y return: -2.93% (bottom quartile). Point 8 Alpha: 0.00 (lower mid). Alpha: 0.48 (upper mid). Alpha: -1.27 (bottom quartile). Alpha: 2.90 (top quartile). Alpha: -8.96 (bottom quartile). Point 9 Sharpe: 0.06 (top quartile). Sharpe: -0.40 (lower mid). Sharpe: -0.52 (bottom quartile). Sharpe: -0.24 (upper mid). Sharpe: -1.03 (bottom quartile). Point 10 Information ratio: 0.00 (bottom quartile). Information ratio: 0.49 (upper mid). Information ratio: 0.23 (bottom quartile). Information ratio: 0.38 (lower mid). Information ratio: 0.51 (top quartile). Aditya Birla Sun Life Manufacturing Equity Fund
Nippon India Multi Cap Fund
ICICI Prudential Multicap Fund
Mahindra Badhat Yojana
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 ₹88.8687
↓ -0.93 ₹46,521 -0.9 -5 3 17.2 17.7 9.2 ICICI Prudential Bluechip Fund Growth ₹106.67
↓ -1.39 ₹69,948 -3.4 -6.1 0.5 15.9 15.3 11.3 HDFC Top 100 Fund Growth ₹1,095
↓ -10.86 ₹35,458 -3.8 -5.8 -1.4 13.3 14.3 7.9 Invesco India Largecap Fund Growth ₹67.54
↓ -0.97 ₹1,537 -0.7 -5.8 2.2 16.5 14.3 5.5 BNP Paribas Large Cap Fund Growth ₹215.431
↓ -2.12 ₹2,344 -0.9 -3.2 1.4 14.7 13.3 4.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Apr 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Large Cap Fund ICICI Prudential Bluechip Fund HDFC Top 100 Fund Invesco India Largecap Fund BNP Paribas Large Cap Fund Point 1 Upper mid AUM (₹46,521 Cr). Highest AUM (₹69,948 Cr). Lower mid AUM (₹35,458 Cr). Bottom quartile AUM (₹1,537 Cr). Bottom quartile AUM (₹2,344 Cr). Point 2 Established history (18+ yrs). Established history (17+ yrs). Oldest track record among peers (29 yrs). Established history (16+ yrs). Established history (21+ 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: 17.68% (top quartile). 5Y return: 15.28% (upper mid). 5Y return: 14.33% (lower mid). 5Y return: 14.27% (bottom quartile). 5Y return: 13.29% (bottom quartile). Point 6 3Y return: 17.17% (top quartile). 3Y return: 15.95% (lower mid). 3Y return: 13.32% (bottom quartile). 3Y return: 16.50% (upper mid). 3Y return: 14.71% (bottom quartile). Point 7 1Y return: 3.00% (top quartile). 1Y return: 0.55% (bottom quartile). 1Y return: -1.36% (bottom quartile). 1Y return: 2.16% (upper mid). 1Y return: 1.35% (lower mid). Point 8 Alpha: 0.82 (upper mid). Alpha: 0.19 (lower mid). Alpha: -1.93 (bottom quartile). Alpha: 0.93 (top quartile). Alpha: -0.88 (bottom quartile). Point 9 Sharpe: -0.49 (top quartile). Sharpe: -0.55 (lower mid). Sharpe: -0.70 (bottom quartile). Sharpe: -0.50 (upper mid). Sharpe: -0.63 (bottom quartile). Point 10 Information ratio: 1.17 (top quartile). Information ratio: 1.02 (upper mid). Information ratio: 0.10 (bottom quartile). Information ratio: 0.54 (lower mid). Information ratio: 0.34 (bottom quartile). Nippon India Large Cap Fund
ICICI Prudential Bluechip Fund
HDFC Top 100 Fund
Invesco India Largecap Fund
BNP Paribas Large Cap Fund
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. Below is the key information for SBI PSU Fund Returns up to 1 year are on 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. Research Highlights for ICICI Prudential Infrastructure Fund Below is the key information for ICICI Prudential Infrastructure Fund Returns up to 1 year are on To generate capital appreciation by investing in Equity and Equity Related Instruments of companies where the Central / State Government(s) has majority shareholding or management control or has powers to appoint majority of directors. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns. Research Highlights for Invesco India PSU Equity Fund Below is the key information for Invesco India PSU Equity 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 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 1. SBI PSU Fund
SBI PSU Fund
Growth Launch Date 7 Jul 10 NAV (24 Apr 26) ₹36.3539 ↓ -0.09 (-0.26 %) Net Assets (Cr) ₹5,891 on 31 Mar 26 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆ Risk High Expense Ratio 1.89 Sharpe Ratio 0.27 Information Ratio -0.31 Alpha Ratio -1.15 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 Mar 21 ₹10,000 31 Mar 22 ₹12,520 31 Mar 23 ₹14,284 31 Mar 24 ₹26,707 31 Mar 25 ₹28,297 31 Mar 26 ₹30,937 Returns for SBI PSU Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Apr 26 Duration Returns 1 Month 9.3% 3 Month 8.8% 6 Month 10% 1 Year 16.4% 3 Year 32.5% 5 Year 28.6% 10 Year 15 Year Since launch 8.5% 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 1.83 Yr. Data below for SBI PSU Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Utility 31.55% Financial Services 30.98% Energy 12.91% Industrials 12.8% Basic Materials 6.89% Asset Allocation
Asset Class Value Cash 4.8% Equity 95.12% Debt 0.08% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 31 Jul 10 | SBIN17% ₹972 Cr 9,927,500 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jul 10 | 53289810% ₹590 Cr 19,935,554 NTPC Ltd (Utilities)
Equity, Since 31 Jul 10 | 53255510% ₹572 Cr 15,443,244 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Jun 24 | BEL9% ₹536 Cr 13,385,000
↓ -340,000 GAIL (India) Ltd (Utilities)
Equity, Since 31 May 24 | 5321559% ₹525 Cr 38,150,000
↑ 3,200,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 5003127% ₹386 Cr 13,555,000
↑ 7,600,000 Bank of Baroda (Financial Services)
Equity, Since 31 Aug 24 | 5321346% ₹324 Cr 13,100,000
↑ 2,100,000 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 5005475% ₹273 Cr 9,700,000 NMDC Ltd (Basic Materials)
Equity, Since 31 Oct 23 | 5263714% ₹213 Cr 27,900,000 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 5328143% ₹205 Cr 2,427,235 2. ICICI Prudential Infrastructure Fund
ICICI Prudential Infrastructure Fund
Growth Launch Date 31 Aug 05 NAV (24 Apr 26) ₹199.48 ↓ -1.99 (-0.99 %) Net Assets (Cr) ₹7,554 on 31 Mar 26 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk High Expense Ratio 1.89 Sharpe Ratio -0.38 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 Mar 21 ₹10,000 31 Mar 22 ₹13,553 31 Mar 23 ₹16,550 31 Mar 24 ₹27,030 31 Mar 25 ₹29,212 31 Mar 26 ₹28,800 Returns for ICICI Prudential Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Apr 26 Duration Returns 1 Month 11.6% 3 Month 7.4% 6 Month -0.1% 1 Year 9.1% 3 Year 24.5% 5 Year 27.5% 10 Year 15 Year Since launch 15.6% 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 8.83 Yr. Sharmila D’mello 30 Jun 22 3.76 Yr. Data below for ICICI Prudential Infrastructure Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Industrials 47.14% Financial Services 10.2% Basic Materials 10.04% Utility 9.84% Real Estate 9.04% Energy 6.55% Consumer Cyclical 2.19% Communication Services 0.09% Asset Allocation
Asset Class Value Cash 4.96% Equity 95.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity InterGlobe Aviation Ltd (Industrials)
Equity, Since 28 Feb 23 | INDIGO9% ₹655 Cr 1,661,985
↑ 270,536 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT7% ₹528 Cr 1,505,704
↑ 100,000 Oberoi Realty Ltd (Real Estate)
Equity, Since 31 May 23 | OBEROIRLTY5% ₹374 Cr 2,636,802
↑ 603,969 NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 5325555% ₹346 Cr 9,326,448 Shree Cement Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 5003873% ₹226 Cr 98,292
↑ 33,738 Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Nov 25 | 5329293% ₹219 Cr 3,363,877
↑ 462,828 Container Corporation of India Ltd (Industrials)
Equity, Since 31 Jan 16 | CONCOR3% ₹219 Cr 5,142,440
↑ 2,109,364 Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 06 | KPIL3% ₹212 Cr 2,005,608
↑ 73,641 AIA Engineering Ltd (Industrials)
Equity, Since 28 Feb 21 | AIAENG3% ₹209 Cr 574,561 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 23 | RELIANCE3% ₹192 Cr 1,429,725
↓ -100,000 3. Invesco India PSU Equity Fund
Invesco India PSU Equity Fund
Growth Launch Date 18 Nov 09 NAV (24 Apr 26) ₹68.22 ↓ -0.50 (-0.73 %) Net Assets (Cr) ₹1,335 on 31 Mar 26 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 2.14 Sharpe Ratio 0.01 Information Ratio -0.79 Alpha Ratio -6 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 Mar 21 ₹10,000 31 Mar 22 ₹12,277 31 Mar 23 ₹13,931 31 Mar 24 ₹25,544 31 Mar 25 ₹26,724 31 Mar 26 ₹27,849 Returns for Invesco India PSU Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Apr 26 Duration Returns 1 Month 10.1% 3 Month 4.9% 6 Month 4.7% 1 Year 13.9% 3 Year 30% 5 Year 26.4% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 10.3% 2023 25.6% 2022 54.5% 2021 20.5% 2020 31.1% 2019 6.1% 2018 10.1% 2017 -16.9% 2016 24.3% 2015 17.9% Fund Manager information for Invesco India PSU Equity Fund
Name Since Tenure Hiten Jain 1 Jul 25 0.75 Yr. Sagar Gandhi 1 Jul 25 0.75 Yr. Data below for Invesco India PSU Equity Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 30.35% Industrials 28.06% Utility 19.53% Energy 13.58% Basic Materials 3.6% Consumer Cyclical 1.41% Asset Allocation
Asset Class Value Cash 3.47% Equity 96.53% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN9% ₹115 Cr 1,171,232 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 5328147% ₹98 Cr 1,157,444 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL7% ₹91 Cr 261,137 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | 5005476% ₹86 Cr 3,076,024
↑ 359,015 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL6% ₹83 Cr 2,078,629
↓ -237,890 NTPC Ltd (Utilities)
Equity, Since 31 May 19 | 5325555% ₹67 Cr 1,801,543 Bank of Baroda (Financial Services)
Equity, Since 30 Jun 21 | 5321345% ₹65 Cr 2,611,219
↑ 133,663 NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN5% ₹63 Cr 6,852,914
↓ -2,276,906 REC Ltd (Financial Services)
Equity, Since 31 Aug 23 | 5329554% ₹52 Cr 1,703,577 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 5003124% ₹52 Cr 1,821,612 4. Nippon India Power and Infra Fund
Nippon India Power and Infra Fund
Growth Launch Date 8 May 04 NAV (24 Apr 26) ₹373.686 ↓ -3.48 (-0.92 %) Net Assets (Cr) ₹6,534 on 31 Mar 26 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 1.85 Sharpe Ratio -0.19 Information Ratio 0.38 Alpha Ratio -0.88 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 Mar 21 ₹10,000 31 Mar 22 ₹12,490 31 Mar 23 ₹14,486 31 Mar 24 ₹25,615 31 Mar 25 ₹26,322 31 Mar 26 ₹26,803 Returns for Nippon India Power and Infra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Apr 26 Duration Returns 1 Month 12.9% 3 Month 16.3% 6 Month 5.9% 1 Year 13.7% 3 Year 28% 5 Year 26% 10 Year 15 Year Since launch 17.9% 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 7.86 Yr. Rahul Modi 19 Aug 24 1.62 Yr. Amber Singhania 11 Mar 26 0.06 Yr. Data below for Nippon India Power and Infra Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Industrials 33.96% Utility 23.84% Energy 10.82% Consumer Cyclical 10.6% Basic Materials 6.71% Technology 4.26% Financial Services 2.97% Communication Services 2.32% Health Care 2.26% Real Estate 1.63% Asset Allocation
Asset Class Value Cash 0.62% Equity 99.38% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE10% ₹626 Cr 4,660,000 NTPC Ltd (Utilities)
Equity, Since 31 May 09 | 5325558% ₹511 Cr 13,800,000
↓ -1,700,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT6% ₹408 Cr 1,164,337
↑ 175,000 Tata Power Co Ltd (Utilities)
Equity, Since 30 Apr 23 | 5004004% ₹288 Cr 7,600,789
↓ -300,000 NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN3% ₹226 Cr 24,491,079
↑ 1,920,000 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 30 Sep 24 | 5000933% ₹178 Cr 2,720,014 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 24 | 5001033% ₹168 Cr 6,848,468
↓ -51,532 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 5325382% ₹161 Cr 150,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL2% ₹152 Cr 850,000
↑ 70,000 NLC India Ltd (Utilities)
Equity, Since 31 Aug 24 | 5136832% ₹149 Cr 5,531,878 5. DSP India T.I.G.E.R Fund
DSP India T.I.G.E.R Fund
Growth Launch Date 11 Jun 04 NAV (24 Apr 26) ₹340.263 ↓ -3.05 (-0.89 %) Net Assets (Cr) ₹4,979 on 31 Mar 26 Category Equity - Sectoral AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 1.89 Sharpe Ratio -0.01 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 Mar 21 ₹10,000 31 Mar 22 ₹12,881 31 Mar 23 ₹14,524 31 Mar 24 ₹23,943 31 Mar 25 ₹25,743 31 Mar 26 ₹26,892 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 24 Apr 26 Duration Returns 1 Month 12.6% 3 Month 14.6% 6 Month 7.5% 1 Year 16.1% 3 Year 27.6% 5 Year 25.9% 10 Year 15 Year Since launch 17.5% 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 15.79 Yr. Data below for DSP India T.I.G.E.R Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Industrials 27.68% Basic Materials 13.33% Financial Services 13% Utility 11.64% Consumer Cyclical 8.63% Energy 7.37% Health Care 6.56% Communication Services 3.04% Real Estate 1.51% Technology 1.43% Consumer Defensive 0.96% Asset Allocation
Asset Class Value Cash 4.85% Equity 95.15% Top Securities Holdings / Portfolio
Name Holding Value Quantity NTPC Ltd (Utilities)
Equity, Since 30 Nov 17 | 5325555% ₹262 Cr 7,063,207 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Dec 24 | APOLLOHOSP4% ₹224 Cr 301,630 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 04 | LT4% ₹206 Cr 588,665
↓ -89,980 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 May 25 | MCX3% ₹163 Cr 680,825 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL3% ₹151 Cr 849,969
↑ 37,224 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 24 | AMBER3% ₹144 Cr 219,234 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jan 25 | 5328983% ₹139 Cr 4,694,365
↓ -873,209 Coal India Ltd (Energy)
Equity, Since 31 Dec 23 | COALINDIA2% ₹122 Cr 2,705,180 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Mar 24 | 5003122% ₹119 Cr 4,196,344 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG2% ₹111 Cr 834,973
↓ -195,952
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.
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