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Top 5 Best High Risk Mutual Funds in India

Updated on August 8, 2025 , 21091 views

High risk Mutual Funds refer to funds that have a potential of delivering high returns in the future.

High-Risk

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

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.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Invesco India Mid Cap Fund Growth ₹176.71
↓ -1.67
₹7,40613.112.514.727.428.443.1
Motilal Oswal Midcap 30 Fund  Growth ₹99.4516
↓ -2.77
₹33,0534.32.11.827.433.357.1
HDFC Mid-Cap Opportunities Fund Growth ₹189.412
↓ -1.40
₹84,0617.45.83.125.929.828.6
Edelweiss Mid Cap Fund Growth ₹98.079
↓ -1.29
₹10,9886.76.25.424.429.538.9
HDFC Small Cap Fund Growth ₹138.38
↓ -1.03
₹35,78113.67.82.524.131.520.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryInvesco India Mid Cap FundMotilal Oswal Midcap 30 Fund HDFC Mid-Cap Opportunities FundEdelweiss Mid Cap FundHDFC Small Cap Fund
Point 1Bottom quartile AUM (₹7,406 Cr).Lower mid AUM (₹33,053 Cr).Highest AUM (₹84,061 Cr).Bottom quartile AUM (₹10,988 Cr).Upper mid AUM (₹35,781 Cr).
Point 2Oldest track record among peers (18 yrs).Established history (11+ yrs).Established history (18+ yrs).Established history (17+ yrs).Established history (17+ yrs).
Point 3Rating: 2★ (bottom quartile).Rating: 3★ (upper mid).Rating: 3★ (lower mid).Rating: 3★ (bottom quartile).Top rated.
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: High.Risk profile: Moderately High.
Point 55Y return: 28.44% (bottom quartile).5Y return: 33.29% (top quartile).5Y return: 29.81% (lower mid).5Y return: 29.47% (bottom quartile).5Y return: 31.53% (upper mid).
Point 63Y return: 27.40% (top quartile).3Y return: 27.39% (upper mid).3Y return: 25.86% (lower mid).3Y return: 24.44% (bottom quartile).3Y return: 24.13% (bottom quartile).
Point 71Y return: 14.66% (top quartile).1Y return: 1.83% (bottom quartile).1Y return: 3.14% (lower mid).1Y return: 5.43% (upper mid).1Y return: 2.46% (bottom quartile).
Point 8Alpha: 0.00 (bottom quartile).Alpha: 3.89 (upper mid).Alpha: 3.00 (lower mid).Alpha: 5.34 (top quartile).Alpha: 0.00 (bottom quartile).
Point 9Sharpe: 0.54 (top quartile).Sharpe: 0.23 (bottom quartile).Sharpe: 0.23 (lower mid).Sharpe: 0.33 (upper mid).Sharpe: 0.07 (bottom quartile).
Point 10Information ratio: 0.00 (bottom quartile).Information ratio: 0.44 (upper mid).Information ratio: 0.62 (top quartile).Information ratio: 0.34 (lower mid).Information ratio: 0.00 (bottom quartile).

Invesco India Mid Cap Fund

  • Bottom quartile AUM (₹7,406 Cr).
  • Oldest track record among peers (18 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 28.44% (bottom quartile).
  • 3Y return: 27.40% (top quartile).
  • 1Y return: 14.66% (top quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.54 (top quartile).
  • Information ratio: 0.00 (bottom quartile).

Motilal Oswal Midcap 30 Fund 

  • Lower mid AUM (₹33,053 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 33.29% (top quartile).
  • 3Y return: 27.39% (upper mid).
  • 1Y return: 1.83% (bottom quartile).
  • Alpha: 3.89 (upper mid).
  • Sharpe: 0.23 (bottom quartile).
  • Information ratio: 0.44 (upper mid).

HDFC Mid-Cap Opportunities Fund

  • Highest AUM (₹84,061 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 29.81% (lower mid).
  • 3Y return: 25.86% (lower mid).
  • 1Y return: 3.14% (lower mid).
  • Alpha: 3.00 (lower mid).
  • Sharpe: 0.23 (lower mid).
  • Information ratio: 0.62 (top quartile).

Edelweiss Mid Cap Fund

  • Bottom quartile AUM (₹10,988 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 29.47% (bottom quartile).
  • 3Y return: 24.44% (bottom quartile).
  • 1Y return: 5.43% (upper mid).
  • Alpha: 5.34 (top quartile).
  • Sharpe: 0.33 (upper mid).
  • Information ratio: 0.34 (lower mid).

HDFC Small Cap Fund

  • Upper mid AUM (₹35,781 Cr).
  • Established history (17+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 31.53% (upper mid).
  • 3Y return: 24.13% (bottom quartile).
  • 1Y return: 2.46% (bottom quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.07 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).

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.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
SBI Banking & Financial Services Fund Growth ₹41.8957
↓ -0.26
₹8,53851214.91922.119.6
Baroda Pioneer Banking And Financial Services Fund Growth ₹47.0553
↓ -0.36
₹2902.39.514.616.620.112.5
Invesco India Financial Services Fund Growth ₹135.22
↓ -1.27
₹1,4565.311.112.721.122.619.8
UTI Banking and Financial Services Fund Growth ₹185.838
↓ -0.53
₹1,3562.810.212.216.521.511.1
TATA Banking and Financial Services Fund Growth ₹41.7646
↓ -0.24
₹2,9581.29.211.718.420.39
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25

Research Highlights & Commentary of 5 Funds showcased

CommentarySBI Banking & Financial Services FundBaroda Pioneer Banking And Financial Services FundInvesco India Financial Services FundUTI Banking and Financial Services FundTATA Banking and Financial Services Fund
Point 1Highest AUM (₹8,538 Cr).Bottom quartile AUM (₹290 Cr).Lower mid AUM (₹1,456 Cr).Bottom quartile AUM (₹1,356 Cr).Upper mid AUM (₹2,958 Cr).
Point 2Established history (10+ yrs).Established history (13+ yrs).Established history (17+ yrs).Oldest track record among peers (21 yrs).Established history (9+ yrs).
Point 3Not Rated.Rating: 2★ (lower mid).Top rated.Rating: 3★ (upper mid).Not Rated.
Point 4Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.
Point 55Y return: 22.08% (upper mid).5Y return: 20.06% (bottom quartile).5Y return: 22.57% (top quartile).5Y return: 21.48% (lower mid).5Y return: 20.27% (bottom quartile).
Point 63Y return: 18.96% (upper mid).3Y return: 16.64% (bottom quartile).3Y return: 21.10% (top quartile).3Y return: 16.53% (bottom quartile).3Y return: 18.40% (lower mid).
Point 71Y return: 14.91% (top quartile).1Y return: 14.59% (upper mid).1Y return: 12.75% (lower mid).1Y return: 12.17% (bottom quartile).1Y return: 11.65% (bottom quartile).
Point 8Alpha: 0.33 (top quartile).Alpha: -1.68 (bottom quartile).Alpha: -0.65 (upper mid).Alpha: -2.61 (bottom quartile).Alpha: -0.75 (lower mid).
Point 9Sharpe: 0.86 (top quartile).Sharpe: 0.72 (lower mid).Sharpe: 0.70 (bottom quartile).Sharpe: 0.65 (bottom quartile).Sharpe: 0.78 (upper mid).
Point 10Information ratio: 0.61 (lower mid).Information ratio: 0.43 (bottom quartile).Information ratio: 0.96 (top quartile).Information ratio: 0.48 (bottom quartile).Information ratio: 0.78 (upper mid).

SBI Banking & Financial Services Fund

  • Highest AUM (₹8,538 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 22.08% (upper mid).
  • 3Y return: 18.96% (upper mid).
  • 1Y return: 14.91% (top quartile).
  • Alpha: 0.33 (top quartile).
  • Sharpe: 0.86 (top quartile).
  • Information ratio: 0.61 (lower mid).

Baroda Pioneer Banking And Financial Services Fund

  • Bottom quartile AUM (₹290 Cr).
  • Established history (13+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: High.
  • 5Y return: 20.06% (bottom quartile).
  • 3Y return: 16.64% (bottom quartile).
  • 1Y return: 14.59% (upper mid).
  • Alpha: -1.68 (bottom quartile).
  • Sharpe: 0.72 (lower mid).
  • Information ratio: 0.43 (bottom quartile).

Invesco India Financial Services Fund

  • Lower mid AUM (₹1,456 Cr).
  • Established history (17+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 22.57% (top quartile).
  • 3Y return: 21.10% (top quartile).
  • 1Y return: 12.75% (lower mid).
  • Alpha: -0.65 (upper mid).
  • Sharpe: 0.70 (bottom quartile).
  • Information ratio: 0.96 (top quartile).

UTI Banking and Financial Services Fund

  • Bottom quartile AUM (₹1,356 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 21.48% (lower mid).
  • 3Y return: 16.53% (bottom quartile).
  • 1Y return: 12.17% (bottom quartile).
  • Alpha: -2.61 (bottom quartile).
  • Sharpe: 0.65 (bottom quartile).
  • Information ratio: 0.48 (bottom quartile).

TATA Banking and Financial Services Fund

  • Upper mid AUM (₹2,958 Cr).
  • Established history (9+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 20.27% (bottom quartile).
  • 3Y return: 18.40% (lower mid).
  • 1Y return: 11.65% (bottom quartile).
  • Alpha: -0.75 (lower mid).
  • Sharpe: 0.78 (upper mid).
  • Information ratio: 0.78 (upper mid).

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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.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Nippon India Multi Cap Fund Growth ₹293.48
↓ -2.42
₹45,3667.27.92.123.430.525.8
Motilal Oswal Multicap 35 Fund Growth ₹59.6733
↓ -2.11
₹13,8943.44622.118.545.7
HDFC Equity Fund Growth ₹1,944.78
↓ -15.98
₹79,5852.35.9722.12823.5
JM Multicap Fund Growth ₹94.6006
↓ -1.12
₹6,1442.1-3.1-8.821.824.833.3
ICICI Prudential Multicap Fund Growth ₹776.25
↓ -5.87
₹15,5333.83.7-0.120.124.420.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryNippon India Multi Cap FundMotilal Oswal Multicap 35 FundHDFC Equity FundJM Multicap FundICICI Prudential Multicap Fund
Point 1Upper mid AUM (₹45,366 Cr).Bottom quartile AUM (₹13,894 Cr).Highest AUM (₹79,585 Cr).Bottom quartile AUM (₹6,144 Cr).Lower mid AUM (₹15,533 Cr).
Point 2Established history (20+ yrs).Established history (11+ yrs).Oldest track record among peers (30 yrs).Established history (16+ yrs).Established history (30+ yrs).
Point 3Rating: 2★ (bottom quartile).Top rated.Rating: 3★ (lower mid).Rating: 4★ (upper mid).Rating: 3★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 30.54% (top quartile).5Y return: 18.51% (bottom quartile).5Y return: 27.98% (upper mid).5Y return: 24.77% (lower mid).5Y return: 24.41% (bottom quartile).
Point 63Y return: 23.42% (top quartile).3Y return: 22.15% (upper mid).3Y return: 22.10% (lower mid).3Y return: 21.79% (bottom quartile).3Y return: 20.08% (bottom quartile).
Point 71Y return: 2.11% (lower mid).1Y return: 5.98% (upper mid).1Y return: 7.02% (top quartile).1Y return: -8.84% (bottom quartile).1Y return: -0.08% (bottom quartile).
Point 8Alpha: 0.04 (bottom quartile).Alpha: 8.72 (top quartile).Alpha: 4.30 (upper mid).Alpha: -8.04 (bottom quartile).Alpha: 0.66 (lower mid).
Point 9Sharpe: 0.03 (bottom quartile).Sharpe: 0.42 (top quartile).Sharpe: 0.39 (upper mid).Sharpe: -0.50 (bottom quartile).Sharpe: 0.07 (lower mid).
Point 10Information ratio: 0.97 (lower mid).Information ratio: 0.73 (bottom quartile).Information ratio: 1.47 (top quartile).Information ratio: 1.02 (upper mid).Information ratio: 0.13 (bottom quartile).

Nippon India Multi Cap Fund

  • Upper mid AUM (₹45,366 Cr).
  • Established history (20+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 30.54% (top quartile).
  • 3Y return: 23.42% (top quartile).
  • 1Y return: 2.11% (lower mid).
  • Alpha: 0.04 (bottom quartile).
  • Sharpe: 0.03 (bottom quartile).
  • Information ratio: 0.97 (lower mid).

Motilal Oswal Multicap 35 Fund

  • Bottom quartile AUM (₹13,894 Cr).
  • Established history (11+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 18.51% (bottom quartile).
  • 3Y return: 22.15% (upper mid).
  • 1Y return: 5.98% (upper mid).
  • Alpha: 8.72 (top quartile).
  • Sharpe: 0.42 (top quartile).
  • Information ratio: 0.73 (bottom quartile).

HDFC Equity Fund

  • Highest AUM (₹79,585 Cr).
  • Oldest track record among peers (30 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 27.98% (upper mid).
  • 3Y return: 22.10% (lower mid).
  • 1Y return: 7.02% (top quartile).
  • Alpha: 4.30 (upper mid).
  • Sharpe: 0.39 (upper mid).
  • Information ratio: 1.47 (top quartile).

JM Multicap Fund

  • Bottom quartile AUM (₹6,144 Cr).
  • Established history (16+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 24.77% (lower mid).
  • 3Y return: 21.79% (bottom quartile).
  • 1Y return: -8.84% (bottom quartile).
  • Alpha: -8.04 (bottom quartile).
  • Sharpe: -0.50 (bottom quartile).
  • Information ratio: 1.02 (upper mid).

ICICI Prudential Multicap Fund

  • Lower mid AUM (₹15,533 Cr).
  • Established history (30+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 24.41% (bottom quartile).
  • 3Y return: 20.08% (bottom quartile).
  • 1Y return: -0.08% (bottom quartile).
  • Alpha: 0.66 (lower mid).
  • Sharpe: 0.07 (lower mid).
  • Information ratio: 0.13 (bottom quartile).

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.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Nippon India Large Cap Fund Growth ₹88.6916
↓ -0.83
₹43,8293.85.62.319.124.318.2
ICICI Prudential Bluechip Fund Growth ₹108.1
↓ -0.96
₹72,3362.25.22.817.721.516.9
HDFC Top 100 Fund Growth ₹1,109.55
↓ -11.72
₹38,9050.62.5-1.515.720.911.6
Aditya Birla Sun Life Frontline Equity Fund Growth ₹514.48
↓ -4.64
₹30,9271.94.91.314.819.315.6
Franklin India Bluechip Fund Growth ₹1,000.48
↓ -8.79
₹7,98424.42.113.11916.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryNippon India Large Cap FundICICI Prudential Bluechip FundHDFC Top 100 FundAditya Birla Sun Life Frontline Equity FundFranklin India Bluechip Fund
Point 1Upper mid AUM (₹43,829 Cr).Highest AUM (₹72,336 Cr).Lower mid AUM (₹38,905 Cr).Bottom quartile AUM (₹30,927 Cr).Bottom quartile AUM (₹7,984 Cr).
Point 2Established history (18+ yrs).Established history (17+ yrs).Established history (28+ yrs).Established history (22+ yrs).Oldest track record among peers (31 yrs).
Point 3Top rated.Rating: 4★ (upper mid).Rating: 3★ (bottom quartile).Rating: 4★ (lower mid).Rating: 3★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 24.29% (top quartile).5Y return: 21.46% (upper mid).5Y return: 20.89% (lower mid).5Y return: 19.29% (bottom quartile).5Y return: 19.01% (bottom quartile).
Point 63Y return: 19.09% (top quartile).3Y return: 17.70% (upper mid).3Y return: 15.74% (lower mid).3Y return: 14.76% (bottom quartile).3Y return: 13.13% (bottom quartile).
Point 71Y return: 2.32% (upper mid).1Y return: 2.78% (top quartile).1Y return: -1.55% (bottom quartile).1Y return: 1.33% (bottom quartile).1Y return: 2.10% (lower mid).
Point 8Alpha: 0.12 (bottom quartile).Alpha: 1.93 (upper mid).Alpha: -1.46 (bottom quartile).Alpha: 1.51 (lower mid).Alpha: 1.97 (top quartile).
Point 9Sharpe: 0.07 (bottom quartile).Sharpe: 0.14 (top quartile).Sharpe: -0.11 (bottom quartile).Sharpe: 0.11 (lower mid).Sharpe: 0.14 (upper mid).
Point 10Information ratio: 1.85 (top quartile).Information ratio: 1.10 (upper mid).Information ratio: 0.66 (lower mid).Information ratio: 0.63 (bottom quartile).Information ratio: -0.29 (bottom quartile).

Nippon India Large Cap Fund

  • Upper mid AUM (₹43,829 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 24.29% (top quartile).
  • 3Y return: 19.09% (top quartile).
  • 1Y return: 2.32% (upper mid).
  • Alpha: 0.12 (bottom quartile).
  • Sharpe: 0.07 (bottom quartile).
  • Information ratio: 1.85 (top quartile).

ICICI Prudential Bluechip Fund

  • Highest AUM (₹72,336 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 21.46% (upper mid).
  • 3Y return: 17.70% (upper mid).
  • 1Y return: 2.78% (top quartile).
  • Alpha: 1.93 (upper mid).
  • Sharpe: 0.14 (top quartile).
  • Information ratio: 1.10 (upper mid).

HDFC Top 100 Fund

  • Lower mid AUM (₹38,905 Cr).
  • Established history (28+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 20.89% (lower mid).
  • 3Y return: 15.74% (lower mid).
  • 1Y return: -1.55% (bottom quartile).
  • Alpha: -1.46 (bottom quartile).
  • Sharpe: -0.11 (bottom quartile).
  • Information ratio: 0.66 (lower mid).

Aditya Birla Sun Life Frontline Equity Fund

  • Bottom quartile AUM (₹30,927 Cr).
  • Established history (22+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 19.29% (bottom quartile).
  • 3Y return: 14.76% (bottom quartile).
  • 1Y return: 1.33% (bottom quartile).
  • Alpha: 1.51 (lower mid).
  • Sharpe: 0.11 (lower mid).
  • Information ratio: 0.63 (bottom quartile).

Franklin India Bluechip Fund

  • Bottom quartile AUM (₹7,984 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 19.01% (bottom quartile).
  • 3Y return: 13.13% (bottom quartile).
  • 1Y return: 2.10% (lower mid).
  • Alpha: 1.97 (top quartile).
  • Sharpe: 0.14 (upper mid).
  • Information ratio: -0.29 (bottom quartile).

1. ICICI Prudential Infrastructure 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.

Research Highlights for ICICI Prudential Infrastructure Fund

  • Lower mid AUM (₹8,043 Cr).
  • Oldest track record among peers (19 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 35.89% (top quartile).
  • 3Y return: 29.47% (upper mid).
  • 1Y return: 0.64% (upper mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.01 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Top sector: Industrials.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~94%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding Larsen & Toubro Ltd (~9.0%).

Below is the key information for ICICI Prudential Infrastructure Fund

ICICI Prudential Infrastructure Fund
Growth
Launch Date 31 Aug 05
NAV (08 Aug 25) ₹190.55 ↓ -0.94   (-0.49 %)
Net Assets (Cr) ₹8,043 on 30 Jun 25
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.22
Sharpe Ratio 0.01
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.

DateValue
31 Jul 20₹10,000
31 Jul 21₹17,880
31 Jul 22₹21,387
31 Jul 23₹30,280
31 Jul 24₹49,231
31 Jul 25₹48,059

ICICI Prudential Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹721,906.
Net Profit of ₹421,906
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Returns for ICICI Prudential Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25

DurationReturns
1 Month -4.5%
3 Month 6.2%
6 Month 7.6%
1 Year 0.6%
3 Year 29.5%
5 Year 35.9%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 27.4%
2023 44.6%
2022 28.8%
2021 50.1%
2020 3.6%
2019 2.6%
2018 -14%
2017 40.8%
2016 2%
2015 -3.4%
Fund Manager information for ICICI Prudential Infrastructure Fund
NameSinceTenure
Ihab Dalwai3 Jun 178.17 Yr.
Sharmila D’mello30 Jun 223.09 Yr.

Data below for ICICI Prudential Infrastructure Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Industrials38.68%
Basic Materials16.98%
Financial Services16.27%
Utility9.82%
Energy7.24%
Real Estate2.75%
Consumer Cyclical1.63%
Communication Services1.14%
Asset Allocation
Asset ClassValue
Cash5.5%
Equity94.5%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT
9%₹727 Cr1,980,204
↓ -150,000
NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 532555
4%₹358 Cr10,679,473
↑ 3,079,473
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 24 | ADANIPORTS
4%₹329 Cr2,268,659
↓ -200,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 23 | RELIANCE
4%₹290 Cr1,929,725
↑ 266,998
NCC Ltd (Industrials)
Equity, Since 31 Aug 21 | NCC
4%₹289 Cr12,522,005
Vedanta Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 500295
4%₹284 Cr6,158,750
↑ 935,088
JM Financial Ltd (Financial Services)
Equity, Since 31 Oct 21 | JMFINANCIL
3%₹247 Cr15,506,510
↓ -2,256,731
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 532215
3%₹227 Cr1,896,057
↑ 400,000
Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 06 | KPIL
3%₹221 Cr1,803,566
↓ -100,000
AIA Engineering Ltd (Industrials)
Equity, Since 28 Feb 21 | AIAENG
3%₹219 Cr660,770
↑ 120,000

2. HDFC Infrastructure Fund

To seek long-term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in or expected to benefit from growth and development of infrastructure.

Research Highlights for HDFC Infrastructure Fund

  • Bottom quartile AUM (₹2,591 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 34.10% (upper mid).
  • 3Y return: 29.80% (top quartile).
  • 1Y return: -2.17% (lower mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.23 (bottom quartile).
  • Information ratio: 0.00 (lower mid).
  • Top sector: Industrials.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~93%).
  • Largest holding ICICI Bank Ltd (~7.3%).

Below is the key information for HDFC Infrastructure Fund

HDFC Infrastructure Fund
Growth
Launch Date 10 Mar 08
NAV (08 Aug 25) ₹46.767 ↓ -0.20   (-0.43 %)
Net Assets (Cr) ₹2,591 on 30 Jun 25
Category Equity - Sectoral
AMC HDFC Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.31
Sharpe Ratio -0.23
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 20₹10,000
31 Jul 21₹18,825
31 Jul 22₹20,454
31 Jul 23₹29,022
31 Jul 24₹48,197
31 Jul 25₹45,754

HDFC Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹705,310.
Net Profit of ₹405,310
Invest Now

Returns for HDFC Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25

DurationReturns
1 Month -3.2%
3 Month 6.1%
6 Month 7.9%
1 Year -2.2%
3 Year 29.8%
5 Year 34.1%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2024 23%
2023 55.4%
2022 19.3%
2021 43.2%
2020 -7.5%
2019 -3.4%
2018 -29%
2017 43.3%
2016 -1.9%
2015 -2.5%
Fund Manager information for HDFC Infrastructure Fund
NameSinceTenure
Srinivasan Ramamurthy12 Jan 241.55 Yr.
Dhruv Muchhal22 Jun 232.11 Yr.

Data below for HDFC Infrastructure Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Industrials39.21%
Financial Services19.99%
Basic Materials10.82%
Utility6.94%
Energy6.55%
Communication Services3.93%
Real Estate2.13%
Health Care1.68%
Technology1.43%
Consumer Cyclical0.5%
Asset Allocation
Asset ClassValue
Cash6.83%
Equity93.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | 532174
7%₹188 Cr1,300,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 23 | HDFCBANK
5%₹140 Cr700,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT
5%₹139 Cr380,000
J Kumar Infraprojects Ltd (Industrials)
Equity, Since 31 Oct 15 | JKIL
4%₹101 Cr1,400,000
↓ -50,000
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Jan 23 | KPIL
4%₹93 Cr758,285
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Dec 21 | INDIGO
3%₹90 Cr150,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 24 | RELIANCE
3%₹75 Cr500,000
NTPC Ltd (Utilities)
Equity, Since 31 Dec 17 | 532555
3%₹74 Cr2,200,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 20 | BHARTIARTL
3%₹70 Cr350,000
G R Infraprojects Ltd (Industrials)
Equity, Since 31 Jul 21 | 543317
2%₹62 Cr470,000

3. Nippon India Small Cap Fund

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities.

Research Highlights for Nippon India Small Cap Fund

  • Highest AUM (₹66,602 Cr).
  • Established history (14+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 34.05% (lower mid).
  • 3Y return: 23.96% (bottom quartile).
  • 1Y return: -4.79% (bottom quartile).
  • Alpha: -2.86 (bottom quartile).
  • Sharpe: -0.10 (lower mid).
  • Information ratio: -0.10 (bottom quartile).
  • Top sector: Industrials.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~96%).
  • Largest holding Multi Commodity Exchange of India Ltd (~2.5%).

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (08 Aug 25) ₹164.669 ↓ -1.81   (-1.09 %)
Net Assets (Cr) ₹66,602 on 30 Jun 25
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.55
Sharpe Ratio -0.11
Information Ratio -0.1
Alpha Ratio -2.86
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.

DateValue
31 Jul 20₹10,000
31 Jul 21₹21,333
31 Jul 22₹23,526
31 Jul 23₹31,952
31 Jul 24₹49,722
31 Jul 25₹46,790

Nippon India Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹705,310.
Net Profit of ₹405,310
Invest Now

Returns for Nippon India Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25

DurationReturns
1 Month -4.7%
3 Month 7.8%
6 Month 4.1%
1 Year -4.8%
3 Year 24%
5 Year 34%
10 Year
15 Year
Since launch 20.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 26.1%
2023 48.9%
2022 6.5%
2021 74.3%
2020 29.2%
2019 -2.5%
2018 -16.7%
2017 63%
2016 5.6%
2015 15.1%
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 178.58 Yr.
Kinjal Desai25 May 187.19 Yr.

Data below for Nippon India Small Cap Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Industrials23.43%
Financial Services14.84%
Consumer Cyclical14.65%
Basic Materials12.82%
Health Care8.57%
Consumer Defensive8.11%
Technology7.37%
Utility2.24%
Energy1.77%
Communication Services1.45%
Real Estate0.69%
Asset Allocation
Asset ClassValue
Cash4.05%
Equity95.95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX
2%₹1,656 Cr1,851,010
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK
2%₹1,331 Cr6,650,000
Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS
2%₹1,054 Cr4,472,130
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 590003
1%₹850 Cr31,784,062
ELANTAS Beck India Ltd (Basic Materials)
Equity, Since 28 Feb 13 | 500123
1%₹827 Cr651,246
↑ 36,498
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS
1%₹784 Cr899,271
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA
1%₹777 Cr2,499,222
State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN
1%₹747 Cr9,100,000
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | 500103
1%₹732 Cr27,500,000
Pfizer Ltd (Healthcare)
Equity, Since 28 Feb 22 | PFIZER
1%₹685 Cr1,206,103

4. Motilal Oswal Midcap 30 Fund 

(Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Research Highlights for Motilal Oswal Midcap 30 Fund 

  • Upper mid AUM (₹33,053 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 33.29% (bottom quartile).
  • 3Y return: 27.39% (bottom quartile).
  • 1Y return: 1.83% (top quartile).
  • Alpha: 3.89 (top quartile).
  • Sharpe: 0.23 (top quartile).
  • Information ratio: 0.44 (top quartile).
  • Higher exposure to Technology vs peer median.
  • Higher exposure to Cash Equivalent (bond sector) vs peer median.
  • Equity-heavy allocation (~83%).
  • Largest holding Coforge Ltd (~10.5%).

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (08 Aug 25) ₹99.4516 ↓ -2.77   (-2.71 %)
Net Assets (Cr) ₹33,053 on 30 Jun 25
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 0.66
Sharpe Ratio 0.23
Information Ratio 0.44
Alpha Ratio 3.89
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.

DateValue
31 Jul 20₹10,000
31 Jul 21₹16,540
31 Jul 22₹20,655
31 Jul 23₹26,047
31 Jul 24₹44,147
31 Jul 25₹44,850

Motilal Oswal Midcap 30 Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹689,048.
Net Profit of ₹389,048
Invest Now

Returns for Motilal Oswal Midcap 30 Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25

DurationReturns
1 Month -3.5%
3 Month 4.3%
6 Month 2.1%
1 Year 1.8%
3 Year 27.4%
5 Year 33.3%
10 Year
15 Year
Since launch 22.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 57.1%
2023 41.7%
2022 10.7%
2021 55.8%
2020 9.3%
2019 9.7%
2018 -12.7%
2017 30.8%
2016 5.2%
2015 16.5%
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Ajay Khandelwal1 Oct 240.83 Yr.
Niket Shah1 Jul 205.09 Yr.
Rakesh Shetty22 Nov 222.69 Yr.
Sunil Sawant1 Jul 241.08 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 30 Jun 25

Equity Sector Allocation
SectorValue
Technology33.7%
Industrials18.11%
Consumer Cyclical17.65%
Health Care4.49%
Communication Services3.99%
Real Estate2.83%
Financial Services2.61%
Asset Allocation
Asset ClassValue
Cash17.17%
Equity82.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
10%₹3,464 Cr18,000,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
10%₹3,172 Cr5,250,000
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | 500251
9%₹3,104 Cr4,992,139
↑ 2,848,945
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON
9%₹2,997 Cr1,999,999
↑ 1,164,799
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL
8%₹2,501 Cr45,000,000
↑ 1,509,750
Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB
5%₹1,671 Cr2,550,000
↑ 50,000
KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI
4%₹1,327 Cr3,500,000
↑ 750,000
Bharti Hexacom Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIHEXA
4%₹1,318 Cr6,750,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | MAXHEALTH
4%₹1,272 Cr9,969,361
Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 25 | KAYNES
3%₹975 Cr1,599,306
↑ 1,599,306

5. Bandhan Infrastructure Fund

The investment objective of the scheme is to seek to generate long-term capital growth through an active diversified portfolio of predominantly equity and equity related instruments of companies that are participating in and benefiting from growth in Indian infrastructure and infrastructural related activities. However, there can be no assurance that the investment objective of the scheme will be realized.

Research Highlights for Bandhan Infrastructure Fund

  • Bottom quartile AUM (₹1,749 Cr).
  • Established history (14+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 32.92% (bottom quartile).
  • 3Y return: 27.94% (lower mid).
  • 1Y return: -10.90% (bottom quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.29 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Higher exposure to Industrials vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~92%).
  • Largest holding Kirloskar Brothers Ltd (~6.0%).

Below is the key information for Bandhan Infrastructure Fund

Bandhan Infrastructure Fund
Growth
Launch Date 8 Mar 11
NAV (08 Aug 25) ₹49.006 ↓ -0.53   (-1.06 %)
Net Assets (Cr) ₹1,749 on 30 Jun 25
Category Equity - Sectoral
AMC IDFC Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.33
Sharpe Ratio -0.3
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 20₹10,000
31 Jul 21₹20,043
31 Jul 22₹19,974
31 Jul 23₹27,326
31 Jul 24₹49,920
31 Jul 25₹43,568

Bandhan Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹673,113.
Net Profit of ₹373,113
Invest Now

Returns for Bandhan Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25

DurationReturns
1 Month -4.9%
3 Month 6.1%
6 Month 5.3%
1 Year -10.9%
3 Year 27.9%
5 Year 32.9%
10 Year
15 Year
Since launch 11.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 39.3%
2023 50.3%
2022 1.7%
2021 64.8%
2020 6.3%
2019 -5.3%
2018 -25.9%
2017 58.7%
2016 10.7%
2015 -0.2%
Fund Manager information for Bandhan Infrastructure Fund
NameSinceTenure
Vishal Biraia24 Jan 241.52 Yr.
Ritika Behera7 Oct 231.82 Yr.
Gaurav Satra7 Jun 241.15 Yr.

Data below for Bandhan Infrastructure Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Industrials53.42%
Utility12.27%
Basic Materials7.58%
Communication Services4.88%
Energy3.88%
Financial Services3.7%
Technology2.53%
Health Care1.87%
Consumer Cyclical1.71%
Real Estate0.63%
Asset Allocation
Asset ClassValue
Cash7.52%
Equity92.48%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Dec 17 | KIRLOSBROS
6%₹105 Cr443,385
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
4%₹76 Cr206,262
↑ 23,089
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 24 | RELIANCE
4%₹68 Cr452,706
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
4%₹66 Cr330,018
GPT Infraprojects Ltd (Industrials)
Equity, Since 30 Nov 17 | GPTINFRA
4%₹61 Cr4,782,533
↓ -14,610
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | 532538
3%₹61 Cr50,452
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 19 | BEL
3%₹60 Cr1,431,700
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Dec 23 | ADANIPORTS
3%₹53 Cr365,137
PTC India Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 23 | PFS
3%₹53 Cr12,400,122
KEC International Ltd (Industrials)
Equity, Since 30 Jun 24 | 532714
3%₹47 Cr512,915

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?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

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Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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