Best Mutual Fund for 3 - 6 Month

Updated on August 12, 2026 , 112349 views

For a short period of 3 to 6 months, you can either park your money in liquid mutual funds or ultra short term debt Mutual Funds. Liquid mutual funds usually invest in government securities and certificate of deposits of up to 3 months duration.

However if one is eager to take risk for higher returns can look at few options below

Fund Selection Methodology used to find 5 funds

AUM Range: 100 to 100000 Cr
Sorted On : 3-month return (high to low)
Tags: fcpro
No Of Funds: 5

Top 5 Hot Mutual Funds 3 months

Below is the list of best mutual funds having Net Assets over 100 Crore and have given best returns in last 3 Months.

1. Motilal Oswal Focused 25 Fund

(Erstwhile Motilal Oswal MOSt Focused 25 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by investing in upto 25 companies with long term sustainable competitive advantage and growth potential. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Research Highlights for Motilal Oswal Focused 25 Fund

Bottom quartile AUM (₹1,635 Cr).
Established history (13+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 10.08% (bottom quartile).
3Y return: 13.56% (lower mid).
1Y return: 26.01% (top quartile).
Alpha: 12.39 (top quartile).
Sharpe: 0.35 (top quartile).
Information ratio: -0.21 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
Largest holding Rubicon Research Ltd (~4.4%).

Below is the key information for Motilal Oswal Focused 25 Fund

Motilal Oswal Focused 25 Fund Growth
Launch Date	7 May 13
NAV (14 Aug 26)	₹52.869 ↓ -0.14 (-0.26 %)
Net Assets (Cr)	₹1,635 on 30 Jun 26
Category	Equity - Focused
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.97
Sharpe Ratio	0.35
Information Ratio	-0.21
Alpha Ratio	12.39
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 Jul 21	₹10,000
31 Jul 22	₹10,120
31 Jul 23	₹11,523
31 Jul 24	₹15,422
31 Jul 25	₹13,725
31 Jul 26	₹15,997

Motilal Oswal Focused 25 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 Invest Now

Returns for Motilal Oswal Focused 25 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 26

Duration	Returns
1 Month	7.2%
3 Month	15.4%
6 Month	22.5%
1 Year	26%
3 Year	13.6%
5 Year	10.1%
10 Year
15 Year
Since launch	13.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-1.7%
2023	13.6%
2022	18.8%
2021	2%
2020	14.6%
2019	17.3%
2018	17.1%
2017	-4.2%
2016	32.2%
2015	2.8%

Fund Manager information for Motilal Oswal Focused 25 Fund

Name	Since	Tenure
Varun Sharma	14 Aug 25	0.96 Yr.
Swapnil Mayekar	18 Nov 25	0.7 Yr.
Ankit Agarwal	5 Aug 25	0.99 Yr.
Rakesh Shetty	22 Nov 22	3.69 Yr.
Atul Mehra	1 Oct 24	1.83 Yr.

Data below for Motilal Oswal Focused 25 Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Financial Services	24.62%
Industrials	23.13%
Consumer Cyclical	18.96%
Health Care	8.46%
Technology	7.86%
Communication Services	3.06%
Utility	2.93%
Basic Materials	2.66%

Asset Allocation

Asset Class	Value
Cash	6.44%
Equity	93.56%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Rubicon Research Ltd (Healthcare) Equity, Since 30 Apr 26 \| RUBICON	4%	₹73 Cr	518,073 ↑ 13,036
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Oct 25 \| 540611	4%	₹69 Cr	669,589 ↑ 23,881
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Jan 26 \| ETERNAL	4%	₹69 Cr	2,592,637 ↑ 62,681
CG Power & Industrial Solutions Ltd (Industrials) Equity, Since 28 Feb 26 \| 500093	4%	₹67 Cr	707,583
Aditya Infotech Ltd (Industrials) Equity, Since 28 Feb 26 \| CPPLUS	4%	₹66 Cr	181,175 ↓ -80,000
ICICI Prudential Asset Management Co Ltd (Financial Services) Equity, Since 31 Jan 26 \| ICICIAMC	4%	₹66 Cr	197,893 ↑ 4,703
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 28 Feb 26 \| APOLLOHOSP	4%	₹66 Cr	75,565
PNB Housing Finance Ltd (Financial Services) Equity, Since 31 May 26 \| PNBHOUSING	4%	₹57 Cr	553,533 ↑ 70,874
Titan Co Ltd (Consumer Cyclical) Equity, Since 31 Oct 25 \| TITAN	4%	₹57 Cr	130,247 ↑ 3,709
Gabriel India Ltd (Consumer Cyclical) Equity, Since 31 Aug 25 \| GABRIEL	3%	₹56 Cr	455,227 ↓ -81,000

2. Aditya Birla Sun Life Digital India Fund

(Erstwhile Aditya Birla Sun Life New Millennium Fund)

A multi-sector open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 100% equity, focusing on investing in technology and technology dependent companies, hardware, peripherals and components, software, telecom, media, internet and e-commerce and other technology enabled companies. The secondary objective is income generation and distribution of dividend.

Research Highlights for Aditya Birla Sun Life Digital India Fund

Lower mid AUM (₹3,589 Cr).
Established history (26+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: High.
5Y return: 4.81% (bottom quartile).
3Y return: 6.26% (bottom quartile).
1Y return: -2.19% (bottom quartile).
Alpha: 3.86 (lower mid).
Sharpe: -1.27 (bottom quartile).
Information ratio: -0.12 (upper mid).
Higher exposure to Technology vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding Infosys Ltd (~13.8%).

Below is the key information for Aditya Birla Sun Life Digital India Fund

Aditya Birla Sun Life Digital India Fund Growth
Launch Date	15 Jan 00
NAV (13 Aug 26)	₹160.73 ↑ 0.92 (0.58 %)
Net Assets (Cr)	₹3,589 on 30 Jun 26
Category	Equity - Sectoral
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆
Risk	High
Expense Ratio	1.88
Sharpe Ratio	-1.27
Information Ratio	-0.12
Alpha Ratio	3.86
Min Investment	1,000
Min SIP Investment	100
Exit Load	0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Jul 21	₹10,000
31 Jul 22	₹9,628
31 Jul 23	₹10,858
31 Jul 24	₹15,010
31 Jul 25	₹13,808
31 Jul 26	₹13,047

Aditya Birla Sun Life Digital India Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹340,450.
Net Profit of ₹40,450 Invest Now

Returns for Aditya Birla Sun Life Digital India Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 26

Duration	Returns
1 Month	7.7%
3 Month	14.7%
6 Month	2.5%
1 Year	-2.2%
3 Year	6.3%
5 Year	4.8%
10 Year
15 Year
Since launch	11%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-5.2%
2023	18.1%
2022	35.8%
2021	-21.6%
2020	70.5%
2019	59%
2018	9.6%
2017	15.6%
2016	22.4%
2015	-3.5%

Fund Manager information for Aditya Birla Sun Life Digital India Fund

Name	Since	Tenure
Kunal Sangoi	16 Jan 14	12.55 Yr.

Data below for Aditya Birla Sun Life Digital India Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Technology	61.01%
Consumer Cyclical	12%
Communication Services	11.05%
Industrials	5.97%
Financial Services	3.26%
Consumer Defensive	1.09%

Asset Allocation

Asset Class	Value
Cash	1.53%
Equity	94.89%
Other	3.59%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Infosys Ltd (Technology) Equity, Since 30 Apr 05 \| INFY	14%	₹497 Cr	4,967,365
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Aug 19 \| BHARTIARTL	10%	₹350 Cr	1,888,549 ↓ -51,420
Tech Mahindra Ltd (Technology) Equity, Since 31 May 13 \| 532755	8%	₹279 Cr	1,986,223 ↓ -125,772
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Jul 21 \| ETERNAL	7%	₹254 Cr	9,604,831
Tata Consultancy Services Ltd (Technology) Equity, Since 30 Apr 05 \| TCS	6%	₹231 Cr	1,136,378 ↓ -72,437
Coforge Ltd (Technology) Equity, Since 30 Jun 20 \| COFORGE	5%	₹190 Cr	1,296,695
LTM Ltd (Technology) Equity, Since 31 Mar 21 \| LTM	4%	₹154 Cr	434,328
Persistent Systems Ltd (Technology) Equity, Since 31 Jul 13 \| PERSISTENT	4%	₹135 Cr	311,131
Bmo Global Innovators Fund Series - I - \| -	4%	₹129 Cr	588,130 ↑ 205
Swiggy Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| SWIGGY	4%	₹127 Cr	5,292,110 ↑ 172,308

3. LIC MF Multi Cap Fund

(Erstwhile LIC MF Equity Fund)

The main investment objective of the scheme is to provide capital growth by investing mainly in equities. The investment portfolio of the scheme will be constantly monitored and reviewed to optimize capital growth. However, there is no assurance that the investment objective of the Scheme will be realised.

Research Highlights for LIC MF Multi Cap Fund

Bottom quartile AUM (₹1,053 Cr).
Oldest track record among peers (27 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 10.98% (lower mid).
3Y return: 13.45% (bottom quartile).
1Y return: 13.94% (upper mid).
Alpha: 6.59 (upper mid).
Sharpe: 0.08 (upper mid).
Information ratio: -0.13 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding ICICI Bank Ltd (~4.8%).

Below is the key information for LIC MF Multi Cap Fund

LIC MF Multi Cap Fund Growth
Launch Date	15 Feb 99
NAV (14 Aug 26)	₹109.25 ↓ -0.22 (-0.20 %)
Net Assets (Cr)	₹1,053 on 30 Jun 26
Category	Equity - Multi Cap
AMC	LIC Mutual Fund Asset Mgmt Co Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	2.09
Sharpe Ratio	0.08
Information Ratio	-0.13
Alpha Ratio	6.59
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 Jul 21	₹10,000
31 Jul 22	₹10,213
31 Jul 23	₹12,067
31 Jul 24	₹16,523
31 Jul 25	₹15,509
31 Jul 26	₹16,721

LIC MF Multi Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 Invest Now

Returns for LIC MF Multi 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 14 Aug 26

Duration	Returns
1 Month	5.1%
3 Month	14.6%
6 Month	10.7%
1 Year	13.9%
3 Year	13.5%
5 Year	11%
10 Year
15 Year
Since launch	10.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	2%
2023	18.8%
2022	28.8%
2021	-2.6%
2020	20.2%
2019	10.4%
2018	13.7%
2017	-7.7%
2016	25.7%
2015	2.2%

Fund Manager information for LIC MF Multi Cap Fund

Name	Since	Tenure
Sudhanshu Asthana	7 Apr 26	0.32 Yr.
Nikhil Kapoor	1 Jul 26	0.08 Yr.

Data below for LIC MF Multi Cap Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Financial Services	26.49%
Industrials	16.31%
Consumer Cyclical	15.23%
Health Care	11.06%
Technology	9.98%
Basic Materials	9.91%
Consumer Defensive	3.66%
Communication Services	2.74%
Real Estate	2.41%

Asset Allocation

Asset Class	Value
Cash	2.22%
Equity	97.78%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 26 \| ICICIBANK	5%	₹50 Cr	364,330 ↓ -140,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Dec 24 \| 532215	4%	₹42 Cr	312,457
Solar Industries India Ltd (Basic Materials) Equity, Since 31 May 26 \| SOLARINDS	4%	₹39 Cr	21,000 ↑ 3,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 30 Jun 25 \| INDIGO	3%	₹35 Cr	65,075
Larsen & Toubro Ltd (Industrials) Equity, Since 31 May 25 \| LT	3%	₹35 Cr	83,902
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 31 Jul 25 \| APOLLOHOSP	3%	₹34 Cr	39,563
Navin Fluorine International Ltd (Basic Materials) Equity, Since 31 Jul 24 \| NAVINFLUOR	3%	₹34 Cr	43,995
IndusInd Bank Ltd (Financial Services) Equity, Since 31 May 26 \| INDUSINDBK	3%	₹32 Cr	343,500 ↑ 181,000
Torrent Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Oct 24 \| TORNTPHARM	3%	₹31 Cr	67,225
Samvardhana Motherson International Ltd (Consumer Cyclical) Equity, Since 30 Apr 26 \| MOTHERSON	3%	₹30 Cr	2,047,500 ↑ 340,000

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

Highest AUM (₹37,474 Cr).
Established history (12+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 22.19% (top quartile).
3Y return: 20.55% (top quartile).
1Y return: 2.35% (bottom quartile).
Alpha: -14.72 (bottom quartile).
Sharpe: -0.71 (lower mid).
Information ratio: -0.25 (bottom quartile).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding One97 Communications Ltd (~7.3%).

Below is the key information for Motilal Oswal Midcap 30 Fund

Motilal Oswal Midcap 30 Fund Growth
Launch Date	24 Feb 14
NAV (14 Aug 26)	₹104.11 ↓ -0.91 (-0.87 %)
Net Assets (Cr)	₹37,474 on 30 Jun 26
Category	Equity - Mid Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.56
Sharpe Ratio	-0.71
Information Ratio	-0.25
Alpha Ratio	-14.72
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 Jul 21	₹10,000
31 Jul 22	₹12,488
31 Jul 23	₹15,748
31 Jul 24	₹26,692
31 Jul 25	₹27,117
31 Jul 26	₹26,669

Motilal Oswal Midcap 30 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691 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 14 Aug 26

Duration	Returns
1 Month	5.3%
3 Month	14.5%
6 Month	12.6%
1 Year	2.3%
3 Year	20.6%
5 Year	22.2%
10 Year
15 Year
Since launch	20.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-12.1%
2023	57.1%
2022	41.7%
2021	10.7%
2020	55.8%
2019	9.3%
2018	9.7%
2017	-12.7%
2016	30.8%
2015	5.2%

Fund Manager information for Motilal Oswal Midcap 30 Fund

Name	Since	Tenure
Varun Sharma	21 Jan 26	0.53 Yr.
Swapnil Mayekar	18 Nov 25	0.7 Yr.
Ajay Khandelwal	1 Oct 24	1.83 Yr.
Ankit Agarwal	21 Jan 26	0.53 Yr.
Rakesh Shetty	22 Nov 22	3.69 Yr.

Data below for Motilal Oswal Midcap 30 Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Financial Services	31.53%
Technology	26.25%
Industrials	15.4%
Consumer Cyclical	14.49%
Real Estate	3.1%
Communication Services	2.97%
Health Care	2.8%
Consumer Defensive	0.57%

Asset Allocation

Asset Class	Value
Cash	2.89%
Equity	97.11%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
One97 Communications Ltd (Technology) Equity, Since 30 Sep 24 \| PAYTM	7%	₹2,751 Cr	24,100,476 ↑ 334,611
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| KALYANKJIL	6%	₹2,375 Cr	61,413,395
Coforge Ltd (Technology) Equity, Since 31 Mar 23 \| COFORGE	6%	₹2,265 Cr	15,453,312 ↓ -250,000
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 25 \| ETERNAL	6%	₹2,233 Cr	84,386,866
KEI Industries Ltd (Industrials) Equity, Since 30 Nov 24 \| KEI	6%	₹2,101 Cr	3,870,834 ↓ -160,000
Aditya Birla Capital Ltd (Financial Services) Equity, Since 30 Jun 25 \| ABCAPITAL	5%	₹2,056 Cr	52,459,381
Persistent Systems Ltd (Technology) Equity, Since 31 Jan 23 \| PERSISTENT	5%	₹1,720 Cr	3,976,493 ↓ -50,000
Billionbrains Garage Ventures Ltd (Financial Services) Equity, Since 31 Jan 26 \| GROWW	5%	₹1,710 Cr	84,616,660
Shriram Finance Ltd (Financial Services) Equity, Since 31 Jan 26 \| SHRIRAMFIN	4%	₹1,416 Cr	13,590,867 ↑ 1,116,515
BSE Ltd (Financial Services) Equity, Since 30 Nov 25 \| BSE	4%	₹1,353 Cr	3,500,830

5. Motilal Oswal Multicap 35 Fund

(Erstwhile Motilal Oswal MOSt Focused Multicap 35 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Research Highlights for Motilal Oswal Multicap 35 Fund

Upper mid AUM (₹13,294 Cr).
Established history (12+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 12.50% (upper mid).
3Y return: 20.02% (upper mid).
1Y return: 4.79% (lower mid).
Alpha: -7.36 (bottom quartile).
Sharpe: -0.74 (bottom quartile).
Information ratio: 0.53 (top quartile).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding CG Power & Industrial Solutions Ltd (~6.7%).

Below is the key information for Motilal Oswal Multicap 35 Fund

Motilal Oswal Multicap 35 Fund Growth
Launch Date	28 Apr 14
NAV (14 Aug 26)	₹63.586 ↓ -0.39 (-0.61 %)
Net Assets (Cr)	₹13,294 on 30 Jun 26
Category	Equity - Multi Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.77
Sharpe Ratio	-0.75
Information Ratio	0.53
Alpha Ratio	-7.36
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 Jul 21	₹10,000
31 Jul 22	₹9,336
31 Jul 23	₹10,720
31 Jul 24	₹16,877
31 Jul 25	₹18,011
31 Jul 26	₹17,952

Motilal Oswal Multicap 35 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 Invest Now

Returns for Motilal Oswal Multicap 35 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 26

Duration	Returns
1 Month	6.1%
3 Month	14.5%
6 Month	9.6%
1 Year	4.8%
3 Year	20%
5 Year	12.5%
10 Year
15 Year
Since launch	16.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-5.6%
2023	45.7%
2022	31%
2021	-3%
2020	15.3%
2019	10.3%
2018	7.9%
2017	-7.8%
2016	43.1%
2015	8.5%

Fund Manager information for Motilal Oswal Multicap 35 Fund

Name	Since	Tenure
Varun Sharma	21 Jan 26	0.53 Yr.
Swapnil Mayekar	18 Nov 25	0.7 Yr.
Ajay Khandelwal	1 Oct 24	1.83 Yr.
Ankit Agarwal	21 Jan 26	0.53 Yr.
Rakesh Shetty	22 Nov 22	3.69 Yr.

Data below for Motilal Oswal Multicap 35 Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Industrials	28.39%
Consumer Cyclical	22.36%
Financial Services	21.79%
Technology	18.16%
Health Care	6.17%
Basic Materials	1.39%

Asset Allocation

Asset Class	Value
Cash	1.74%
Equity	98.26%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
CG Power & Industrial Solutions Ltd (Industrials) Equity, Since 31 Jan 25 \| 500093	7%	₹885 Cr	9,300,000
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 30 Sep 23 \| KALYANKJIL	7%	₹881 Cr	22,782,390
Eternal Ltd (Consumer Cyclical) Equity, Since 31 May 25 \| ETERNAL	5%	₹728 Cr	27,500,000
Coforge Ltd (Technology) Equity, Since 31 May 23 \| COFORGE	5%	₹628 Cr	4,285,614 ↓ -129,952
Shriram Finance Ltd (Financial Services) Equity, Since 31 Mar 26 \| SHRIRAMFIN	4%	₹587 Cr	5,630,608
Ather Energy Ltd (Consumer Cyclical) Equity, Since 28 Feb 26 \| ATHERENERG	4%	₹571 Cr	5,002,599 ↓ -200,000
Waaree Energies Ltd (Technology) Equity, Since 28 Feb 26 \| WAAREEENER	4%	₹501 Cr	1,700,905
IndusInd Bank Ltd (Financial Services) Equity, Since 28 Feb 26 \| INDUSINDBK	4%	₹477 Cr	5,165,661 ↑ 134,988
Samvardhana Motherson International Ltd (Consumer Cyclical) Equity, Since 30 Apr 26 \| MOTHERSON	4%	₹467 Cr	31,527,172
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 28 Feb 26 \| APOLLOHOSP	3%	₹439 Cr	506,046

About the Fincash Research Team

At Fincash, our mission is to help investors make informed, confident decisions. With over 10 years in Mutual Fund distribution, our team blends deep industry expertise with a commitment to transparency, accuracy, and investor education.

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Location: Thane, Maharashtra, India
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Market analysts tracking performance, macro trends, and sectors.
Data specialists processing NAVs, allocations, and risk metrics from Morning Star.

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Screening: Returns, manager track record, expenses, sector mix, risk-adjusted metrics.
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Top 5 Hot Mutual Funds 6 months

Below is the list of best mutual funds having Net Assets over 100 Crore and have given best returns in last 6 Months.

1. SBI Healthcare Opportunities Fund

(Erstwhile SBI Pharma Fund)

To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy.

Research Highlights for SBI Healthcare Opportunities Fund

Upper mid AUM (₹4,998 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: High.
5Y return: 17.86% (upper mid).
3Y return: 23.41% (lower mid).
1Y return: 20.34% (lower mid).
Alpha: 2.23 (upper mid).
Sharpe: 0.59 (lower mid).
Information ratio: -0.17 (lower mid).
Higher exposure to Health Care vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
High-quality debt (AAA/AA ~100%).
Largest holding Sun Pharmaceuticals Industries Ltd (~11.2%).

Below is the key information for SBI Healthcare Opportunities Fund

SBI Healthcare Opportunities Fund Growth
Launch Date	31 Dec 04
NAV (14 Aug 26)	₹520.362 ↑ 0.73 (0.14 %)
Net Assets (Cr)	₹4,998 on 30 Jun 26
Category	Equity - Sectoral
AMC	SBI Funds Management Private Limited
Rating	☆☆
Risk	High
Expense Ratio	1.97
Sharpe Ratio	0.59
Information Ratio	-0.17
Alpha Ratio	2.23
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-15 Days (0.5%),15 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Jul 21	₹10,000
31 Jul 22	₹8,982
31 Jul 23	₹11,731
31 Jul 24	₹16,334
31 Jul 25	₹18,834
31 Jul 26	₹21,900

SBI Healthcare Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 Invest Now

Returns for SBI Healthcare Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 26

Duration	Returns
1 Month	3.7%
3 Month	12.5%
6 Month	24.6%
1 Year	20.3%
3 Year	23.4%
5 Year	17.9%
10 Year
15 Year
Since launch	15.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-3.5%
2023	42.2%
2022	38.2%
2021	-6%
2020	20.1%
2019	65.8%
2018	-0.5%
2017	-9.9%
2016	2.1%
2015	-14%

Fund Manager information for SBI Healthcare Opportunities Fund

Name	Since	Tenure
Tanmaya Desai	1 Jun 11	15.18 Yr.

Data below for SBI Healthcare Opportunities Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Health Care	88.1%
Basic Materials	9.07%

Asset Allocation

Asset Class	Value
Cash	2.77%
Equity	97.17%
Debt	0.06%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 31 Dec 17 \| SUNPHARMA	11%	₹559 Cr	3,000,000 ↑ 200,000
Acutaas Chemicals Ltd (Basic Materials) Equity, Since 30 Jun 24 \| 543349	6%	₹317 Cr	900,000
Divi's Laboratories Ltd (Healthcare) Equity, Since 31 Mar 12 \| DIVISLAB	6%	₹296 Cr	450,000
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 31 Jan 26 \| APOLLOHOSP	5%	₹260 Cr	300,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Mar 21 \| MAXHEALTH	5%	₹254 Cr	2,250,000
Aurobindo Pharma Ltd (Healthcare) Equity, Since 31 Mar 26 \| AUROPHARMA	4%	₹208 Cr	1,320,000 ↑ 70,000
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 31 Mar 24 \| ASTERDM	4%	₹188 Cr	2,400,000
Laurus Labs Ltd (Healthcare) Equity, Since 31 Aug 23 \| 540222	4%	₹182 Cr	1,200,000
Cipla Ltd (Healthcare) Equity, Since 31 May 26 \| 500087	4%	₹176 Cr	1,200,000 ↑ 600,000
Torrent Pharmaceuticals Ltd (Healthcare) Equity, Since 30 Jun 21 \| TORNTPHARM	3%	₹166 Cr	360,000

2. DSP US Flexible Equity Fund

The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of BGF – USFEF. The Scheme may, at the discretion of the Investment Manager also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or money market/liquid schemes of DSP BlackRock Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized. It shall be noted ‘similar overseas mutual fund schemes’ shall have investment objective, investment strategy and risk profile/consideration similar to those of BGF – USFEF.

Research Highlights for DSP US Flexible Equity Fund

Bottom quartile AUM (₹1,291 Cr).
Established history (14+ yrs).
Top rated.
Risk profile: High.
5Y return: 18.32% (top quartile).
3Y return: 27.41% (top quartile).
1Y return: 39.69% (top quartile).
Alpha: -4.10 (bottom quartile).
Sharpe: 1.93 (top quartile).
Information ratio: 0.15 (upper mid).
Top sector: Technology.
Higher exposure to Cash Equivalent (bond sector) vs peer median.
Equity-heavy allocation (~94%).
Largest holding BGF US Flexible Equity I2 (~95.7%).
Top-3 holdings concentration ~100.4%.

Below is the key information for DSP US Flexible Equity Fund

DSP US Flexible Equity Fund Growth
Launch Date	3 Aug 12
NAV (13 Aug 26)	₹94.9047 ↑ 0.30 (0.32 %)
Net Assets (Cr)	₹1,291 on 30 Jun 26
Category	Equity - Global
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	1.55
Sharpe Ratio	1.93
Information Ratio	0.15
Alpha Ratio	-4.1
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 Jul 21	₹10,000
31 Jul 22	₹10,023
31 Jul 23	₹11,458
31 Jul 24	₹13,332
31 Jul 25	₹16,454
31 Jul 26	₹22,370

DSP US Flexible Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 Invest Now

Returns for DSP US Flexible Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 26

Duration	Returns
1 Month	1%
3 Month	0.9%
6 Month	23.6%
1 Year	39.7%
3 Year	27.4%
5 Year	18.3%
10 Year
15 Year
Since launch	17.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	33.8%
2023	17.8%
2022	22%
2021	-5.9%
2020	24.2%
2019	22.6%
2018	27.5%
2017	-1.1%
2016	15.5%
2015	9.8%

Fund Manager information for DSP US Flexible Equity Fund

Name	Since	Tenure
Kaivalya Nadkarni	1 May 25	1.25 Yr.

Data below for DSP US Flexible Equity Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Technology	32.18%
Communication Services	13.8%
Industrials	13.38%
Financial Services	12.1%
Consumer Cyclical	9.45%
Health Care	7.39%
Energy	2.14%
Basic Materials	2.13%
Utility	1.5%

Asset Allocation

Asset Class	Value
Cash	5.91%
Equity	94.07%
Debt	0.02%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
BGF US Flexible Equity I2 Investment Fund \| -	96%	₹1,236 Cr	1,784,131
Treps / Reverse Repo Investments CBLO/Reverse Repo \| -	4%	₹58 Cr
Net Receivables/Payables Net Current Assets \| -	0%	-₹3 Cr

3. Motilal Oswal Focused 25 Fund

(Erstwhile Motilal Oswal MOSt Focused 25 Fund)

Research Highlights for Motilal Oswal Focused 25 Fund

Lower mid AUM (₹1,635 Cr).
Established history (13+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 10.08% (bottom quartile).
3Y return: 13.56% (bottom quartile).
1Y return: 26.01% (upper mid).
Alpha: 12.39 (top quartile).
Sharpe: 0.35 (bottom quartile).
Information ratio: -0.21 (bottom quartile).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
Largest holding Rubicon Research Ltd (~4.4%).

Below is the key information for Motilal Oswal Focused 25 Fund

Motilal Oswal Focused 25 Fund Growth
Launch Date	7 May 13
NAV (14 Aug 26)	₹52.869 ↓ -0.14 (-0.26 %)
Net Assets (Cr)	₹1,635 on 30 Jun 26
Category	Equity - Focused
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.97
Sharpe Ratio	0.35
Information Ratio	-0.21
Alpha Ratio	12.39
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 Jul 21	₹10,000
31 Jul 22	₹10,120
31 Jul 23	₹11,523
31 Jul 24	₹15,422
31 Jul 25	₹13,725
31 Jul 26	₹15,997

Motilal Oswal Focused 25 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 Invest Now

Returns for Motilal Oswal Focused 25 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 26

Duration	Returns
1 Month	7.2%
3 Month	15.4%
6 Month	22.5%
1 Year	26%
3 Year	13.6%
5 Year	10.1%
10 Year
15 Year
Since launch	13.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-1.7%
2023	13.6%
2022	18.8%
2021	2%
2020	14.6%
2019	17.3%
2018	17.1%
2017	-4.2%
2016	32.2%
2015	2.8%

Fund Manager information for Motilal Oswal Focused 25 Fund

Name	Since	Tenure
Varun Sharma	14 Aug 25	0.96 Yr.
Swapnil Mayekar	18 Nov 25	0.7 Yr.
Ankit Agarwal	5 Aug 25	0.99 Yr.
Rakesh Shetty	22 Nov 22	3.69 Yr.
Atul Mehra	1 Oct 24	1.83 Yr.

Data below for Motilal Oswal Focused 25 Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Financial Services	24.62%
Industrials	23.13%
Consumer Cyclical	18.96%
Health Care	8.46%
Technology	7.86%
Communication Services	3.06%
Utility	2.93%
Basic Materials	2.66%

Asset Allocation

Asset Class	Value
Cash	6.44%
Equity	93.56%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Rubicon Research Ltd (Healthcare) Equity, Since 30 Apr 26 \| RUBICON	4%	₹73 Cr	518,073 ↑ 13,036
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Oct 25 \| 540611	4%	₹69 Cr	669,589 ↑ 23,881
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Jan 26 \| ETERNAL	4%	₹69 Cr	2,592,637 ↑ 62,681
CG Power & Industrial Solutions Ltd (Industrials) Equity, Since 28 Feb 26 \| 500093	4%	₹67 Cr	707,583
Aditya Infotech Ltd (Industrials) Equity, Since 28 Feb 26 \| CPPLUS	4%	₹66 Cr	181,175 ↓ -80,000
ICICI Prudential Asset Management Co Ltd (Financial Services) Equity, Since 31 Jan 26 \| ICICIAMC	4%	₹66 Cr	197,893 ↑ 4,703
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 28 Feb 26 \| APOLLOHOSP	4%	₹66 Cr	75,565
PNB Housing Finance Ltd (Financial Services) Equity, Since 31 May 26 \| PNBHOUSING	4%	₹57 Cr	553,533 ↑ 70,874
Titan Co Ltd (Consumer Cyclical) Equity, Since 31 Oct 25 \| TITAN	4%	₹57 Cr	130,247 ↑ 3,709
Gabriel India Ltd (Consumer Cyclical) Equity, Since 31 Aug 25 \| GABRIEL	3%	₹56 Cr	455,227 ↓ -81,000

4. UTI Healthcare Fund

(Erstwhile UTI Pharma & Healthcare Fund)

The Investment objective of the Scheme is capital appreciation through investments in equities and equity related instruments of the Pharma & Healthcare sectors.

Research Highlights for UTI Healthcare Fund

Bottom quartile AUM (₹1,308 Cr).
Oldest track record among peers (27 yrs).
Rating: 1★ (bottom quartile).
Risk profile: High.
5Y return: 15.58% (lower mid).
3Y return: 23.45% (upper mid).
1Y return: 15.76% (bottom quartile).
Alpha: 2.15 (lower mid).
Sharpe: 0.58 (bottom quartile).
Information ratio: 0.20 (top quartile).
Higher exposure to Health Care vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding Sun Pharmaceuticals Industries Ltd (~8.5%).

Below is the key information for UTI Healthcare Fund

UTI Healthcare Fund Growth
Launch Date	28 Jun 99
NAV (14 Aug 26)	₹341.252 ↓ -0.12 (-0.04 %)
Net Assets (Cr)	₹1,308 on 30 Jun 26
Category	Equity - Sectoral
AMC	UTI Asset Management Company Ltd
Rating	☆
Risk	High
Expense Ratio	2.26
Sharpe Ratio	0.58
Information Ratio	0.2
Alpha Ratio	2.15
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 Jul 21	₹10,000
31 Jul 22	₹8,749
31 Jul 23	₹10,615
31 Jul 24	₹15,542
31 Jul 25	₹17,610
31 Jul 26	₹19,855

UTI Healthcare Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 Invest Now

Returns for UTI Healthcare Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 26

Duration	Returns
1 Month	2.7%
3 Month	11.1%
6 Month	22.2%
1 Year	15.8%
3 Year	23.4%
5 Year	15.6%
10 Year
15 Year
Since launch	15.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-3.1%
2023	42.9%
2022	38.2%
2021	-12.3%
2020	19.1%
2019	67.4%
2018	1.2%
2017	-7.5%
2016	6.2%
2015	-9.7%

Fund Manager information for UTI Healthcare Fund

Name	Since	Tenure
Kamal Gada	2 May 22	4.25 Yr.

Data below for UTI Healthcare Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Health Care	95.05%

Asset Allocation

Asset Class	Value
Cash	4.95%
Equity	95.05%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 31 Oct 06 \| SUNPHARMA	9%	₹112 Cr	600,000
Ajanta Pharma Ltd (Healthcare) Equity, Since 31 Jul 17 \| 532331	5%	₹66 Cr	194,021 ↓ -1,274
Divi's Laboratories Ltd (Healthcare) Equity, Since 30 Sep 17 \| DIVISLAB	5%	₹62 Cr	94,242 ↑ 5,428
Gland Pharma Ltd (Healthcare) Equity, Since 30 Nov 20 \| GLAND	4%	₹54 Cr	215,251
Caplin Point Laboratories Ltd (Healthcare) Equity, Since 31 Dec 23 \| CAPLIPOINT	4%	₹53 Cr	200,000 ↑ 15,000
Lupin Ltd (Healthcare) Equity, Since 28 Feb 25 \| 500257	4%	₹49 Cr	203,834
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 30 Apr 21 \| APOLLOHOSP	4%	₹46 Cr	53,000
Alkem Laboratories Ltd (Healthcare) Equity, Since 31 May 21 \| ALKEM	3%	₹41 Cr	73,830 ↑ 5,830
Dr Reddy's Laboratories Ltd (Healthcare) Equity, Since 28 Feb 18 \| DRREDDY	3%	₹39 Cr	290,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Mar 24 \| MAXHEALTH	3%	₹39 Cr	344,969

5. Franklin India Feeder - Franklin U S Opportunities Fund

The Fund seeks to provide capital appreciation by investing predominantly in units of Franklin U. S. Opportunities Fund, an overseas Franklin Templeton mutual fund, which primarily invests in securities in the United States of America.

Research Highlights for Franklin India Feeder - Franklin U S Opportunities Fund

Highest AUM (₹6,081 Cr).
Established history (14+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 9.85% (bottom quartile).
3Y return: 22.60% (bottom quartile).
1Y return: 19.55% (bottom quartile).
Alpha: -3.80 (bottom quartile).
Sharpe: 1.03 (upper mid).
Information ratio: -1.20 (bottom quartile).
Higher exposure to Technology vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~92%).
Largest holding Franklin US Opportunities I(acc)USD (~96.0%).
Top-3 holdings concentration ~100.0%.

Below is the key information for Franklin India Feeder - Franklin U S Opportunities Fund

Franklin India Feeder - Franklin U S Opportunities Fund Growth
Launch Date	6 Feb 12
NAV (13 Aug 26)	₹94.0005 ↑ 0.50 (0.54 %)
Net Assets (Cr)	₹6,081 on 30 Jun 26
Category	Equity - Global
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆
Risk	High
Expense Ratio	1.54
Sharpe Ratio	1.03
Information Ratio	-1.2
Alpha Ratio	-3.8
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Jul 21	₹10,000
31 Jul 22	₹7,953
31 Jul 23	₹9,023
31 Jul 24	₹11,317
31 Jul 25	₹13,456
31 Jul 26	₹15,220

Franklin India Feeder - Franklin U S Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859 Invest Now

Returns for Franklin India Feeder - Franklin U S Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 26

Duration	Returns
1 Month	2.7%
3 Month	3%
6 Month	20.8%
1 Year	19.6%
3 Year	22.6%
5 Year	9.9%
10 Year
15 Year
Since launch	16.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	11.4%
2023	27.1%
2022	37.9%
2021	-30.3%
2020	17.9%
2019	45.2%
2018	34.2%
2017	6.5%
2016	18.1%
2015	-0.8%

Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund

Name	Since	Tenure
Sandeep Manam	18 Oct 21	4.79 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Technology	45.33%
Communication Services	11.42%
Industrials	10.26%
Consumer Cyclical	9.88%
Health Care	7.51%
Financial Services	1.95%
Basic Materials	1.43%
Utility	0.94%
Consumer Defensive	0.54%

Asset Allocation

Asset Class	Value
Cash	5.69%
Equity	92.12%
Other	0.73%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Franklin US Opportunities I(acc)USD Investment Fund \| -	96%	₹5,836 Cr	5,367,218 ↑ 17,370
Call, Cash & Other Assets CBLO \| -	4%	₹245 Cr

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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.