Best Mutual Funds to Invest in for Long Term

Updated on July 8, 2026 , 2533 views

If you are planning to make a long-term investment, then Mutual Funds are must to be considered! Mutual funds are a great investment option who wants to grow the value of their money over the long-run. Though, there is no such time frame for the duration of long-term, but it can be typically more than five years. So, let’s see some of the best mutual funds for long term investments.

Best Long Term Mutual Funds

A long-term investment is essential in a lot of ways. It helps in wealth creations, Retirement planning, and one can plan most of their Financial goals like buying house/car, child’s education, international trips, or any other assets. The most advised plan for the long-term is the equity mutual fund. These funds are known for its long-term wealth creation.

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Equities invest in shares and stocks of companies. The longer you invest in these funds, higher are the chances to earn good returns. But, one should always remember that with ‘high returns come high risk’, equities can be risky fund. Nevertheless, if planned well and for long-term, one can attain good returns and achieve their long-term goals.

Investing in Best Equity Mutual Funds can have many benefits like:

Diversification

With best Equity Funds investors can diversify their Portfolio through regularly investing. It means that they can invest in equity stocks of different economic sectors. There are many equity funds like large-cap, mid-cap, multi-cap, small cap, etc. So, even if a particular stock drops in value, the others may help in making up for that loss, depending on the market situation.

Liquidity

Since stocks are actively traded across all major exchanges, every day, this makes equity funds a highly liquid investment. It provides investors, the convenience of buying and selling their stocks depending on the market situation. By investing in equity mutual funds, the money is usually credited to your Bank account in three days.

Dividend Income

Investing into blue-chip companies may help investors earn a steady income in the form of dividends. A majority of such companies usually pay out regular dividends even in volatile market conditions, typically paid quarterly. Having a diversified portfolio can provide investors with a steady dividend income in the year.

Best Mutual Funds to Invest in for Long Term

Fund Selection Methodology used to find 5 funds

Category: Equity
Sub-category: Multi%20Cap
Sorted On : drat (high to low)
Tags: fcpro
No Of Funds: 5

Best Multi Cap Equity Funds

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
Kotak Standard Multicap Fund Growth	₹86.033 ↑ 1.01	₹54,801	500	3	-0.6	-0.4	13.5	12	9.5
Mirae Asset India Equity Fund Growth	₹112.467 ↑ 1.15	₹37,692	1,000	4	-2.9	-1.2	9.9	9.5	10.2
Motilal Oswal Multicap 35 Fund Growth	₹59.7947 ↑ 0.79	₹12,937	500	7.9	-1	-4.9	19	12.1	-5.6
BNP Paribas Multi Cap Fund Growth	₹73.5154 ↓ -0.01	₹588	300	-4.6	-2.6	19.3	17.3	13.6
Aditya Birla Sun Life Equity Fund Growth	₹1,918.97 ↑ 18.39	₹26,032	100	6.6	3.1	6.3	16	12.5	11.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Kotak Standard Multicap Fund	Mirae Asset India Equity Fund	Motilal Oswal Multicap 35 Fund	BNP Paribas Multi Cap Fund	Aditya Birla Sun Life Equity Fund
Point 1	Highest AUM (₹54,801 Cr).	Upper mid AUM (₹37,692 Cr).	Bottom quartile AUM (₹12,937 Cr).	Bottom quartile AUM (₹588 Cr).	Lower mid AUM (₹26,032 Cr).
Point 2	Established history (16+ yrs).	Established history (18+ yrs).	Established history (12+ yrs).	Established history (20+ yrs).	Oldest track record among peers (27 yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 5★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 4★ (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: 12.01% (bottom quartile).	5Y return: 9.45% (bottom quartile).	5Y return: 12.07% (lower mid).	5Y return: 13.57% (top quartile).	5Y return: 12.54% (upper mid).
Point 6	3Y return: 13.51% (bottom quartile).	3Y return: 9.87% (bottom quartile).	3Y return: 19.00% (top quartile).	3Y return: 17.28% (upper mid).	3Y return: 15.98% (lower mid).
Point 7	1Y return: -0.39% (lower mid).	1Y return: -1.17% (bottom quartile).	1Y return: -4.86% (bottom quartile).	1Y return: 19.34% (top quartile).	1Y return: 6.31% (upper mid).
Point 8	Alpha: -0.62 (lower mid).	Alpha: -0.89 (bottom quartile).	Alpha: -5.87 (bottom quartile).	Alpha: 0.00 (upper mid).	Alpha: 4.07 (top quartile).
Point 9	Sharpe: -0.24 (lower mid).	Sharpe: -0.40 (bottom quartile).	Sharpe: -0.52 (bottom quartile).	Sharpe: 2.86 (top quartile).	Sharpe: 0.04 (upper mid).
Point 10	Information ratio: -0.05 (bottom quartile).	Information ratio: -0.60 (bottom quartile).	Information ratio: 0.47 (upper mid).	Information ratio: 0.00 (lower mid).	Information ratio: 1.20 (top quartile).

Kotak Standard Multicap Fund

Highest AUM (₹54,801 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 12.01% (bottom quartile).
3Y return: 13.51% (bottom quartile).
1Y return: -0.39% (lower mid).
Alpha: -0.62 (lower mid).
Sharpe: -0.24 (lower mid).
Information ratio: -0.05 (bottom quartile).

Mirae Asset India Equity Fund

Upper mid AUM (₹37,692 Cr).
Established history (18+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 9.45% (bottom quartile).
3Y return: 9.87% (bottom quartile).
1Y return: -1.17% (bottom quartile).
Alpha: -0.89 (bottom quartile).
Sharpe: -0.40 (bottom quartile).
Information ratio: -0.60 (bottom quartile).

Motilal Oswal Multicap 35 Fund

Bottom quartile AUM (₹12,937 Cr).
Established history (12+ yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately High.
5Y return: 12.07% (lower mid).
3Y return: 19.00% (top quartile).
1Y return: -4.86% (bottom quartile).
Alpha: -5.87 (bottom quartile).
Sharpe: -0.52 (bottom quartile).
Information ratio: 0.47 (upper mid).

BNP Paribas Multi Cap Fund

Bottom quartile AUM (₹588 Cr).
Established history (20+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 13.57% (top quartile).
3Y return: 17.28% (upper mid).
1Y return: 19.34% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 2.86 (top quartile).
Information ratio: 0.00 (lower mid).

Aditya Birla Sun Life Equity Fund

Lower mid AUM (₹26,032 Cr).
Oldest track record among peers (27 yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 12.54% (upper mid).
3Y return: 15.98% (lower mid).
1Y return: 6.31% (upper mid).
Alpha: 4.07 (top quartile).
Sharpe: 0.04 (upper mid).
Information ratio: 1.20 (top quartile).

Best ELSS (Tax Saving Mutual Funds)

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
Tata India Tax Savings Fund Growth	₹46.6493 ↑ 0.48	₹4,516	500	5.5	3	4.1	14	13.4	4.9
Bandhan Tax Advantage (ELSS) Fund Growth	₹154.625 ↑ 1.32	₹6,767	500	4.1	-0.5	0.8	11.1	12.3	8
Aditya Birla Sun Life Tax Relief '96 Growth	₹62.08 ↑ 0.65	₹14,249	500	4.9	0.3	2.2	12.8	9.3	9.3
DSP Tax Saver Fund Growth	₹139.824 ↑ 1.58	₹16,156	500	3.3	-2.6	-1	15.6	13.4	7.5
HDFC Long Term Advantage Fund Growth	₹595.168 ↑ 0.28	₹1,318	500	1.2	15.4	35.5	20.6	17.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Tata India Tax Savings Fund	Bandhan Tax Advantage (ELSS) Fund	Aditya Birla Sun Life Tax Relief '96	DSP Tax Saver Fund	HDFC Long Term Advantage Fund
Point 1	Bottom quartile AUM (₹4,516 Cr).	Lower mid AUM (₹6,767 Cr).	Upper mid AUM (₹14,249 Cr).	Highest AUM (₹16,156 Cr).	Bottom quartile AUM (₹1,318 Cr).
Point 2	Established history (11+ yrs).	Established history (17+ yrs).	Established history (18+ yrs).	Established history (19+ yrs).	Oldest track record among peers (25 yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 4★ (lower mid).	Rating: 4★ (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: 13.44% (upper mid).	5Y return: 12.33% (bottom quartile).	5Y return: 9.27% (bottom quartile).	5Y return: 13.41% (lower mid).	5Y return: 17.39% (top quartile).
Point 6	3Y return: 14.03% (lower mid).	3Y return: 11.08% (bottom quartile).	3Y return: 12.77% (bottom quartile).	3Y return: 15.59% (upper mid).	3Y return: 20.64% (top quartile).
Point 7	1Y return: 4.13% (upper mid).	1Y return: 0.75% (bottom quartile).	1Y return: 2.17% (lower mid).	1Y return: -1.05% (bottom quartile).	1Y return: 35.51% (top quartile).
Point 8	Alpha: 3.02 (top quartile).	Alpha: -0.53 (bottom quartile).	Alpha: 0.39 (lower mid).	Alpha: -3.11 (bottom quartile).	Alpha: 1.75 (upper mid).
Point 9	Sharpe: -0.04 (upper mid).	Sharpe: -0.26 (bottom quartile).	Sharpe: -0.18 (lower mid).	Sharpe: -0.38 (bottom quartile).	Sharpe: 2.27 (top quartile).
Point 10	Information ratio: 0.21 (upper mid).	Information ratio: -0.60 (bottom quartile).	Information ratio: -0.22 (bottom quartile).	Information ratio: 0.60 (top quartile).	Information ratio: -0.15 (lower mid).

Tata India Tax Savings Fund

Bottom quartile AUM (₹4,516 Cr).
Established history (11+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 13.44% (upper mid).
3Y return: 14.03% (lower mid).
1Y return: 4.13% (upper mid).
Alpha: 3.02 (top quartile).
Sharpe: -0.04 (upper mid).
Information ratio: 0.21 (upper mid).

Bandhan Tax Advantage (ELSS) Fund

Lower mid AUM (₹6,767 Cr).
Established history (17+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 12.33% (bottom quartile).
3Y return: 11.08% (bottom quartile).
1Y return: 0.75% (bottom quartile).
Alpha: -0.53 (bottom quartile).
Sharpe: -0.26 (bottom quartile).
Information ratio: -0.60 (bottom quartile).

Aditya Birla Sun Life Tax Relief '96

Upper mid AUM (₹14,249 Cr).
Established history (18+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 9.27% (bottom quartile).
3Y return: 12.77% (bottom quartile).
1Y return: 2.17% (lower mid).
Alpha: 0.39 (lower mid).
Sharpe: -0.18 (lower mid).
Information ratio: -0.22 (bottom quartile).

DSP Tax Saver Fund

Highest AUM (₹16,156 Cr).
Established history (19+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 13.41% (lower mid).
3Y return: 15.59% (upper mid).
1Y return: -1.05% (bottom quartile).
Alpha: -3.11 (bottom quartile).
Sharpe: -0.38 (bottom quartile).
Information ratio: 0.60 (top quartile).

HDFC Long Term Advantage Fund

Bottom quartile AUM (₹1,318 Cr).
Oldest track record among peers (25 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 17.39% (top quartile).
3Y return: 20.64% (top quartile).
1Y return: 35.51% (top quartile).
Alpha: 1.75 (upper mid).
Sharpe: 2.27 (top quartile).
Information ratio: -0.15 (lower mid).

Best Large Cap Funds

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
JM Core 11 Fund Growth	₹20.2426 ↑ 0.30	₹279	500	8.1	1.8	2.6	14.2	14.1	-1.9
SBI Bluechip Fund Growth	₹94.1312 ↑ 0.85	₹53,527	500	3.6	-1.6	0.4	10.3	11.2	9.7
Indiabulls Blue Chip Fund Growth	₹43.05 ↑ 0.46	₹129	500	2	-1.8	-0.3	10.9	10.4	7.5
Nippon India Large Cap Fund Growth	₹90.1145 ↑ 0.90	₹51,660	100	2.3	-2.5	-1.3	13.1	15.2	9.2
ICICI Prudential Bluechip Fund Growth	₹109.1 ↑ 1.11	₹76,297	100	1.6	-4.1	-1.9	13.1	13.5	11.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	JM Core 11 Fund	SBI Bluechip Fund	Indiabulls Blue Chip Fund	Nippon India Large Cap Fund	ICICI Prudential Bluechip Fund
Point 1	Bottom quartile AUM (₹279 Cr).	Upper mid AUM (₹53,527 Cr).	Bottom quartile AUM (₹129 Cr).	Lower mid AUM (₹51,660 Cr).	Highest AUM (₹76,297 Cr).
Point 2	Established history (18+ yrs).	Oldest track record among peers (20 yrs).	Established history (14+ yrs).	Established history (18+ yrs).	Established history (18+ yrs).
Point 3	Top rated.	Rating: 4★ (upper mid).	Rating: 4★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 4★ (bottom quartile).
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: 14.06% (upper mid).	5Y return: 11.22% (bottom quartile).	5Y return: 10.38% (bottom quartile).	5Y return: 15.24% (top quartile).	5Y return: 13.52% (lower mid).
Point 6	3Y return: 14.22% (top quartile).	3Y return: 10.28% (bottom quartile).	3Y return: 10.86% (bottom quartile).	3Y return: 13.13% (upper mid).	3Y return: 13.12% (lower mid).
Point 7	1Y return: 2.59% (top quartile).	1Y return: 0.41% (upper mid).	1Y return: -0.30% (lower mid).	1Y return: -1.27% (bottom quartile).	1Y return: -1.91% (bottom quartile).
Point 8	Alpha: -0.12 (bottom quartile).	Alpha: 2.05 (top quartile).	Alpha: 1.21 (upper mid).	Alpha: 0.46 (lower mid).	Alpha: -1.97 (bottom quartile).
Point 9	Sharpe: -0.23 (top quartile).	Sharpe: -0.26 (upper mid).	Sharpe: -0.28 (lower mid).	Sharpe: -0.35 (bottom quartile).	Sharpe: -0.48 (bottom quartile).
Point 10	Information ratio: 0.10 (lower mid).	Information ratio: -0.15 (bottom quartile).	Information ratio: -0.06 (bottom quartile).	Information ratio: 1.03 (top quartile).	Information ratio: 0.90 (upper mid).

JM Core 11 Fund

Bottom quartile AUM (₹279 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: High.
5Y return: 14.06% (upper mid).
3Y return: 14.22% (top quartile).
1Y return: 2.59% (top quartile).
Alpha: -0.12 (bottom quartile).
Sharpe: -0.23 (top quartile).
Information ratio: 0.10 (lower mid).

SBI Bluechip Fund

Upper mid AUM (₹53,527 Cr).
Oldest track record among peers (20 yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 11.22% (bottom quartile).
3Y return: 10.28% (bottom quartile).
1Y return: 0.41% (upper mid).
Alpha: 2.05 (top quartile).
Sharpe: -0.26 (upper mid).
Information ratio: -0.15 (bottom quartile).

Indiabulls Blue Chip Fund

Bottom quartile AUM (₹129 Cr).
Established history (14+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 10.38% (bottom quartile).
3Y return: 10.86% (bottom quartile).
1Y return: -0.30% (lower mid).
Alpha: 1.21 (upper mid).
Sharpe: -0.28 (lower mid).
Information ratio: -0.06 (bottom quartile).

Nippon India Large Cap Fund

Lower mid AUM (₹51,660 Cr).
Established history (18+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.24% (top quartile).
3Y return: 13.13% (upper mid).
1Y return: -1.27% (bottom quartile).
Alpha: 0.46 (lower mid).
Sharpe: -0.35 (bottom quartile).
Information ratio: 1.03 (top quartile).

ICICI Prudential Bluechip Fund

Highest AUM (₹76,297 Cr).
Established history (18+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 13.52% (lower mid).
3Y return: 13.12% (lower mid).
1Y return: -1.91% (bottom quartile).
Alpha: -1.97 (bottom quartile).
Sharpe: -0.48 (bottom quartile).
Information ratio: 0.90 (upper mid).

Best Mid Cap Funds

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
Sundaram Mid Cap Fund Growth	₹1,499.55 ↑ 21.84	₹13,687	100	8.3	6.2	8.2	22	18.3	4.1
Kotak Emerging Equity Scheme Growth	₹147.168 ↑ 2.16	₹64,749	1,000	10.4	8.9	8	20.7	17.5	1.8
Taurus Discovery (Midcap) Fund Growth	₹120.34 ↑ 1.34	₹125	1,000	7.2	1.9	-3.9	11.3	11.6	0.8
BNP Paribas Mid Cap Fund Growth	₹112.262 ↑ 1.57	₹2,461	300	8.3	8.3	11.1	19.7	15.9	2.5
Edelweiss Mid Cap Fund Growth	₹108.565 ↑ 1.37	₹16,849	500	8.4	5.7	6.5	23.3	18.6	3.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Sundaram Mid Cap Fund	Kotak Emerging Equity Scheme	Taurus Discovery (Midcap) Fund	BNP Paribas Mid Cap Fund	Edelweiss Mid Cap Fund
Point 1	Lower mid AUM (₹13,687 Cr).	Highest AUM (₹64,749 Cr).	Bottom quartile AUM (₹125 Cr).	Bottom quartile AUM (₹2,461 Cr).	Upper mid AUM (₹16,849 Cr).
Point 2	Established history (23+ yrs).	Established history (19+ yrs).	Oldest track record among peers (31 yrs).	Established history (20+ yrs).	Established history (18+ yrs).
Point 3	Top rated.	Rating: 4★ (upper mid).	Rating: 4★ (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: High.	Risk profile: High.
Point 5	5Y return: 18.32% (upper mid).	5Y return: 17.51% (lower mid).	5Y return: 11.61% (bottom quartile).	5Y return: 15.88% (bottom quartile).	5Y return: 18.64% (top quartile).
Point 6	3Y return: 22.00% (upper mid).	3Y return: 20.71% (lower mid).	3Y return: 11.30% (bottom quartile).	3Y return: 19.74% (bottom quartile).	3Y return: 23.29% (top quartile).
Point 7	1Y return: 8.24% (upper mid).	1Y return: 8.01% (lower mid).	1Y return: -3.94% (bottom quartile).	1Y return: 11.08% (top quartile).	1Y return: 6.50% (bottom quartile).
Point 8	Alpha: -0.11 (bottom quartile).	Alpha: 0.18 (lower mid).	Alpha: -9.74 (bottom quartile).	Alpha: 2.64 (top quartile).	Alpha: 0.35 (upper mid).
Point 9	Sharpe: 0.17 (bottom quartile).	Sharpe: 0.18 (lower mid).	Sharpe: -0.32 (bottom quartile).	Sharpe: 0.34 (top quartile).	Sharpe: 0.19 (upper mid).
Point 10	Information ratio: 0.23 (upper mid).	Information ratio: -0.33 (lower mid).	Information ratio: -2.03 (bottom quartile).	Information ratio: -0.33 (bottom quartile).	Information ratio: 0.30 (top quartile).

Sundaram Mid Cap Fund

Lower mid AUM (₹13,687 Cr).
Established history (23+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 18.32% (upper mid).
3Y return: 22.00% (upper mid).
1Y return: 8.24% (upper mid).
Alpha: -0.11 (bottom quartile).
Sharpe: 0.17 (bottom quartile).
Information ratio: 0.23 (upper mid).

Kotak Emerging Equity Scheme

Highest AUM (₹64,749 Cr).
Established history (19+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.51% (lower mid).
3Y return: 20.71% (lower mid).
1Y return: 8.01% (lower mid).
Alpha: 0.18 (lower mid).
Sharpe: 0.18 (lower mid).
Information ratio: -0.33 (lower mid).

Taurus Discovery (Midcap) Fund

Bottom quartile AUM (₹125 Cr).
Oldest track record among peers (31 yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 11.61% (bottom quartile).
3Y return: 11.30% (bottom quartile).
1Y return: -3.94% (bottom quartile).
Alpha: -9.74 (bottom quartile).
Sharpe: -0.32 (bottom quartile).
Information ratio: -2.03 (bottom quartile).

BNP Paribas Mid Cap Fund

Bottom quartile AUM (₹2,461 Cr).
Established history (20+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 15.88% (bottom quartile).
3Y return: 19.74% (bottom quartile).
1Y return: 11.08% (top quartile).
Alpha: 2.64 (top quartile).
Sharpe: 0.34 (top quartile).
Information ratio: -0.33 (bottom quartile).

Edelweiss Mid Cap Fund

Upper mid AUM (₹16,849 Cr).
Established history (18+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 18.64% (top quartile).
3Y return: 23.29% (top quartile).
1Y return: 6.50% (bottom quartile).
Alpha: 0.35 (upper mid).
Sharpe: 0.19 (upper mid).
Information ratio: 0.30 (top quartile).

Best Small Cap Funds

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
Aditya Birla Sun Life Small Cap Fund Growth	₹96.2577 ↑ 1.14	₹5,453	1,000	15.6	15.6	9.8	16.9	13.1	-3.7
SBI Small Cap Fund Growth	₹180.629 ↑ 1.33	₹37,395	500	12.6	10.9	2.5	13.3	14	-4.9
DSP Small Cap Fund Growth	₹222.601 ↑ 2.22	₹18,358	500	14.6	15.8	9.8	19.2	18.1	-2.8
Nippon India Small Cap Fund Growth	₹181.682 ↑ 2.43	₹74,604	100	13	12.2	4.7	18.1	19.7	-4.7
Franklin India Smaller Companies Fund Growth	₹179.776 ↑ 3.30	₹13,847	500	12.6	10.4	1.6	16.6	17.3	-8.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Aditya Birla Sun Life Small Cap Fund	SBI Small Cap Fund	DSP Small Cap Fund	Nippon India Small Cap Fund	Franklin India Smaller Companies Fund
Point 1	Bottom quartile AUM (₹5,453 Cr).	Upper mid AUM (₹37,395 Cr).	Lower mid AUM (₹18,358 Cr).	Highest AUM (₹74,604 Cr).	Bottom quartile AUM (₹13,847 Cr).
Point 2	Established history (19+ yrs).	Established history (16+ yrs).	Established history (19+ yrs).	Established history (15+ yrs).	Oldest track record among peers (20 yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 4★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 4★ (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: 13.06% (bottom quartile).	5Y return: 14.00% (bottom quartile).	5Y return: 18.08% (upper mid).	5Y return: 19.67% (top quartile).	5Y return: 17.32% (lower mid).
Point 6	3Y return: 16.93% (lower mid).	3Y return: 13.31% (bottom quartile).	3Y return: 19.22% (top quartile).	3Y return: 18.13% (upper mid).	3Y return: 16.56% (bottom quartile).
Point 7	1Y return: 9.77% (top quartile).	1Y return: 2.51% (bottom quartile).	1Y return: 9.76% (upper mid).	1Y return: 4.70% (lower mid).	1Y return: 1.59% (bottom quartile).
Point 8	Alpha: 0.00 (upper mid).	Alpha: 0.00 (lower mid).	Alpha: 0.00 (bottom quartile).	Alpha: 2.35 (top quartile).	Alpha: -2.10 (bottom quartile).
Point 9	Sharpe: 0.23 (top quartile).	Sharpe: -0.22 (bottom quartile).	Sharpe: 0.13 (upper mid).	Sharpe: 0.05 (lower mid).	Sharpe: -0.15 (bottom quartile).
Point 10	Information ratio: 0.00 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).	Information ratio: -0.24 (bottom quartile).	Information ratio: -0.62 (bottom quartile).

Aditya Birla Sun Life Small Cap Fund

Bottom quartile AUM (₹5,453 Cr).
Established history (19+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 13.06% (bottom quartile).
3Y return: 16.93% (lower mid).
1Y return: 9.77% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 0.23 (top quartile).
Information ratio: 0.00 (top quartile).

SBI Small Cap Fund

Upper mid AUM (₹37,395 Cr).
Established history (16+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.00% (bottom quartile).
3Y return: 13.31% (bottom quartile).
1Y return: 2.51% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.22 (bottom quartile).
Information ratio: 0.00 (upper mid).

DSP Small Cap Fund

Lower mid AUM (₹18,358 Cr).
Established history (19+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 18.08% (upper mid).
3Y return: 19.22% (top quartile).
1Y return: 9.76% (upper mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.13 (upper mid).
Information ratio: 0.00 (lower mid).

Nippon India Small Cap Fund

Highest AUM (₹74,604 Cr).
Established history (15+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 19.67% (top quartile).
3Y return: 18.13% (upper mid).
1Y return: 4.70% (lower mid).
Alpha: 2.35 (top quartile).
Sharpe: 0.05 (lower mid).
Information ratio: -0.24 (bottom quartile).

Franklin India Smaller Companies Fund

Bottom quartile AUM (₹13,847 Cr).
Oldest track record among peers (20 yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 17.32% (lower mid).
3Y return: 16.56% (bottom quartile).
1Y return: 1.59% (bottom quartile).
Alpha: -2.10 (bottom quartile).
Sharpe: -0.15 (bottom quartile).
Information ratio: -0.62 (bottom quartile).

Best Sector Funds

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
DSP Natural Resources and New Energy Fund Growth	₹105.124 ↑ 0.39	₹2,457	500	-2.5	5.9	16.8	20.3	15.5	17.5
Aditya Birla Sun Life Banking And Financial Services Fund Growth	₹64.48 ↑ 0.98	₹3,466	1,000	5.4	0.7	3.8	12.2	12.2	17.5
Franklin Build India Fund Growth	₹147.829 ↑ 2.09	₹3,160	500	2.9	5.4	2.8	21.7	20.6	3.7
ICICI Prudential Banking and Financial Services Fund Growth	₹134.19 ↑ 2.04	₹10,643	100	4.5	-2.8	-1	11	10.5	15.9
Bandhan Infrastructure Fund Growth	₹50.502 ↑ 0.63	₹1,495	100	9.7	7.7	-2.5	19.4	17.8	-6.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Jul 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	DSP Natural Resources and New Energy Fund	Aditya Birla Sun Life Banking And Financial Services Fund	Franklin Build India Fund	ICICI Prudential Banking and Financial Services Fund	Bandhan Infrastructure Fund
Point 1	Bottom quartile AUM (₹2,457 Cr).	Upper mid AUM (₹3,466 Cr).	Lower mid AUM (₹3,160 Cr).	Highest AUM (₹10,643 Cr).	Bottom quartile AUM (₹1,495 Cr).
Point 2	Oldest track record among peers (18 yrs).	Established history (12+ yrs).	Established history (16+ yrs).	Established history (17+ yrs).	Established history (15+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 5★ (lower mid).	Rating: 5★ (bottom quartile).	Rating: 5★ (bottom quartile).
Point 4	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: High.
Point 5	5Y return: 15.52% (lower mid).	5Y return: 12.16% (bottom quartile).	5Y return: 20.65% (top quartile).	5Y return: 10.49% (bottom quartile).	5Y return: 17.77% (upper mid).
Point 6	3Y return: 20.26% (upper mid).	3Y return: 12.24% (bottom quartile).	3Y return: 21.70% (top quartile).	3Y return: 11.00% (bottom quartile).	3Y return: 19.44% (lower mid).
Point 7	1Y return: 16.80% (top quartile).	1Y return: 3.85% (upper mid).	1Y return: 2.79% (lower mid).	1Y return: -1.05% (bottom quartile).	1Y return: -2.45% (bottom quartile).
Point 8	Alpha: 0.00 (upper mid).	Alpha: 3.78 (top quartile).	Alpha: 0.00 (lower mid).	Alpha: -2.48 (bottom quartile).	Alpha: 0.00 (bottom quartile).
Point 9	Sharpe: 1.33 (top quartile).	Sharpe: -0.15 (lower mid).	Sharpe: 0.01 (upper mid).	Sharpe: -0.46 (bottom quartile).	Sharpe: -0.26 (bottom quartile).
Point 10	Information ratio: 0.00 (lower mid).	Information ratio: 0.28 (top quartile).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.01 (upper mid).	Information ratio: 0.00 (bottom quartile).

DSP Natural Resources and New Energy Fund

Bottom quartile AUM (₹2,457 Cr).
Oldest track record among peers (18 yrs).
Top rated.
Risk profile: High.
5Y return: 15.52% (lower mid).
3Y return: 20.26% (upper mid).
1Y return: 16.80% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 1.33 (top quartile).
Information ratio: 0.00 (lower mid).

Aditya Birla Sun Life Banking And Financial Services Fund

Upper mid AUM (₹3,466 Cr).
Established history (12+ yrs).
Rating: 5★ (upper mid).
Risk profile: High.
5Y return: 12.16% (bottom quartile).
3Y return: 12.24% (bottom quartile).
1Y return: 3.85% (upper mid).
Alpha: 3.78 (top quartile).
Sharpe: -0.15 (lower mid).
Information ratio: 0.28 (top quartile).

Franklin Build India Fund

Lower mid AUM (₹3,160 Cr).
Established history (16+ yrs).
Rating: 5★ (lower mid).
Risk profile: High.
5Y return: 20.65% (top quartile).
3Y return: 21.70% (top quartile).
1Y return: 2.79% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.01 (upper mid).
Information ratio: 0.00 (bottom quartile).

ICICI Prudential Banking and Financial Services Fund

Highest AUM (₹10,643 Cr).
Established history (17+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: High.
5Y return: 10.49% (bottom quartile).
3Y return: 11.00% (bottom quartile).
1Y return: -1.05% (bottom quartile).
Alpha: -2.48 (bottom quartile).
Sharpe: -0.46 (bottom quartile).
Information ratio: 0.01 (upper mid).

Bandhan Infrastructure Fund

Bottom quartile AUM (₹1,495 Cr).
Established history (15+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: High.
5Y return: 17.77% (upper mid).
3Y return: 19.44% (lower mid).
1Y return: -2.45% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.26 (bottom quartile).
Information ratio: 0.00 (bottom quartile).

Best Focused Funds

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
Axis Focused 25 Fund Growth	₹54.1 ↑ 0.42	₹10,666	500	6.9	0.3	-2.9	8.7	5.3	2.5
Aditya Birla Sun Life Focused Equity Fund Growth	₹146.286 ↑ 1.79	₹7,732	1,000	4.2	-1.4	2.4	13.9	12.1	10.1
Sundaram Select Focus Fund Growth	₹264.968 ↓ -1.18	₹1,354	100	-5	8.5	24.5	17	17.3
Motilal Oswal Focused 25 Fund Growth	₹49.7076 ↑ 0.50	₹1,557	500	16.5	14.1	13.8	12.1	9.6	-1.7
HDFC Focused 30 Fund Growth	₹233.327 ↑ 2.14	₹26,082	300	3.3	-1.9	1.2	16.9	18.9	10.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Axis Focused 25 Fund	Aditya Birla Sun Life Focused Equity Fund	Sundaram Select Focus Fund	Motilal Oswal Focused 25 Fund	HDFC Focused 30 Fund
Point 1	Upper mid AUM (₹10,666 Cr).	Lower mid AUM (₹7,732 Cr).	Bottom quartile AUM (₹1,354 Cr).	Bottom quartile AUM (₹1,557 Cr).	Highest AUM (₹26,082 Cr).
Point 2	Established history (14+ yrs).	Established history (20+ yrs).	Oldest track record among peers (23 yrs).	Established history (13+ 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: 5.31% (bottom quartile).	5Y return: 12.09% (lower mid).	5Y return: 17.29% (upper mid).	5Y return: 9.57% (bottom quartile).	5Y return: 18.87% (top quartile).
Point 6	3Y return: 8.73% (bottom quartile).	3Y return: 13.92% (lower mid).	3Y return: 17.03% (top quartile).	3Y return: 12.14% (bottom quartile).	3Y return: 16.86% (upper mid).
Point 7	1Y return: -2.91% (bottom quartile).	1Y return: 2.41% (lower mid).	1Y return: 24.49% (top quartile).	1Y return: 13.79% (upper mid).	1Y return: 1.16% (bottom quartile).
Point 8	Alpha: -6.68 (bottom quartile).	Alpha: 0.09 (upper mid).	Alpha: -5.62 (bottom quartile).	Alpha: 6.10 (top quartile).	Alpha: -3.45 (lower mid).
Point 9	Sharpe: -0.60 (bottom quartile).	Sharpe: -0.19 (lower mid).	Sharpe: 1.85 (top quartile).	Sharpe: 0.14 (upper mid).	Sharpe: -0.41 (bottom quartile).
Point 10	Information ratio: -1.12 (bottom quartile).	Information ratio: 0.06 (upper mid).	Information ratio: -0.52 (bottom quartile).	Information ratio: -0.34 (lower mid).	Information ratio: 0.53 (top quartile).

Axis Focused 25 Fund

Upper mid AUM (₹10,666 Cr).
Established history (14+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 5.31% (bottom quartile).
3Y return: 8.73% (bottom quartile).
1Y return: -2.91% (bottom quartile).
Alpha: -6.68 (bottom quartile).
Sharpe: -0.60 (bottom quartile).
Information ratio: -1.12 (bottom quartile).

Aditya Birla Sun Life Focused Equity Fund

Lower mid AUM (₹7,732 Cr).
Established history (20+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 12.09% (lower mid).
3Y return: 13.92% (lower mid).
1Y return: 2.41% (lower mid).
Alpha: 0.09 (upper mid).
Sharpe: -0.19 (lower mid).
Information ratio: 0.06 (upper mid).

Sundaram Select Focus Fund

Bottom quartile AUM (₹1,354 Cr).
Oldest track record among peers (23 yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 17.29% (upper mid).
3Y return: 17.03% (top quartile).
1Y return: 24.49% (top quartile).
Alpha: -5.62 (bottom quartile).
Sharpe: 1.85 (top quartile).
Information ratio: -0.52 (bottom quartile).

Motilal Oswal Focused 25 Fund

Bottom quartile AUM (₹1,557 Cr).
Established history (13+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 9.57% (bottom quartile).
3Y return: 12.14% (bottom quartile).
1Y return: 13.79% (upper mid).
Alpha: 6.10 (top quartile).
Sharpe: 0.14 (upper mid).
Information ratio: -0.34 (lower mid).

HDFC Focused 30 Fund

Highest AUM (₹26,082 Cr).
Established history (21+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 18.87% (top quartile).
3Y return: 16.86% (upper mid).
1Y return: 1.16% (bottom quartile).
Alpha: -3.45 (lower mid).
Sharpe: -0.41 (bottom quartile).
Information ratio: 0.53 (top quartile).

Best Value Funds

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
Tata Equity PE Fund Growth	₹350.348 ↑ 3.81	₹8,346	150	2.3	-1.5	-1.3	14	14.9	3.7
JM Value Fund Growth	₹94.5987 ↑ 1.07	₹805	500	6.4	1.4	-5.6	14.7	15.6	-4.4
Aditya Birla Sun Life Pure Value Fund Growth	₹136.064 ↑ 1.69	₹6,530	1,000	9.2	6.7	7.6	17.6	15	2.6
HDFC Capital Builder Value Fund Growth	₹784.089 ↑ 8.93	₹7,314	300	6.9	2.7	4.1	17.2	15.2	8.6
Bandhan Sterling Value Fund Growth	₹147.319 ↑ 1.30	₹9,823	100	3.8	-1.2	-1.2	12	13.8	5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Tata Equity PE Fund	JM Value Fund	Aditya Birla Sun Life Pure Value Fund	HDFC Capital Builder Value Fund	Bandhan Sterling Value Fund
Point 1	Upper mid AUM (₹8,346 Cr).	Bottom quartile AUM (₹805 Cr).	Bottom quartile AUM (₹6,530 Cr).	Lower mid AUM (₹7,314 Cr).	Highest AUM (₹9,823 Cr).
Point 2	Established history (22+ yrs).	Established history (29+ yrs).	Established history (18+ yrs).	Oldest track record among peers (32 yrs).	Established history (18+ 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: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 14.86% (bottom quartile).	5Y return: 15.55% (top quartile).	5Y return: 15.02% (lower mid).	5Y return: 15.18% (upper mid).	5Y return: 13.76% (bottom quartile).
Point 6	3Y return: 13.97% (bottom quartile).	3Y return: 14.68% (lower mid).	3Y return: 17.61% (top quartile).	3Y return: 17.16% (upper mid).	3Y return: 11.98% (bottom quartile).
Point 7	1Y return: -1.31% (bottom quartile).	1Y return: -5.59% (bottom quartile).	1Y return: 7.59% (top quartile).	1Y return: 4.14% (upper mid).	1Y return: -1.24% (lower mid).
Point 8	Alpha: -1.12 (lower mid).	Alpha: -5.51 (bottom quartile).	Alpha: 6.66 (top quartile).	Alpha: 2.21 (upper mid).	Alpha: -2.02 (bottom quartile).
Point 9	Sharpe: -0.27 (lower mid).	Sharpe: -0.48 (bottom quartile).	Sharpe: 0.14 (top quartile).	Sharpe: -0.08 (upper mid).	Sharpe: -0.35 (bottom quartile).
Point 10	Information ratio: 0.34 (lower mid).	Information ratio: 0.30 (bottom quartile).	Information ratio: 0.75 (upper mid).	Information ratio: 1.34 (top quartile).	Information ratio: -0.20 (bottom quartile).

Tata Equity PE Fund

Upper mid AUM (₹8,346 Cr).
Established history (22+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 14.86% (bottom quartile).
3Y return: 13.97% (bottom quartile).
1Y return: -1.31% (bottom quartile).
Alpha: -1.12 (lower mid).
Sharpe: -0.27 (lower mid).
Information ratio: 0.34 (lower mid).

JM Value Fund

Bottom quartile AUM (₹805 Cr).
Established history (29+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 15.55% (top quartile).
3Y return: 14.68% (lower mid).
1Y return: -5.59% (bottom quartile).
Alpha: -5.51 (bottom quartile).
Sharpe: -0.48 (bottom quartile).
Information ratio: 0.30 (bottom quartile).

Aditya Birla Sun Life Pure Value Fund

Bottom quartile AUM (₹6,530 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 15.02% (lower mid).
3Y return: 17.61% (top quartile).
1Y return: 7.59% (top quartile).
Alpha: 6.66 (top quartile).
Sharpe: 0.14 (top quartile).
Information ratio: 0.75 (upper mid).

HDFC Capital Builder Value Fund

Lower mid AUM (₹7,314 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.18% (upper mid).
3Y return: 17.16% (upper mid).
1Y return: 4.14% (upper mid).
Alpha: 2.21 (upper mid).
Sharpe: -0.08 (upper mid).
Information ratio: 1.34 (top quartile).

Bandhan Sterling Value Fund

Highest AUM (₹9,823 Cr).
Established history (18+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 13.76% (bottom quartile).
3Y return: 11.98% (bottom quartile).
1Y return: -1.24% (lower mid).
Alpha: -2.02 (bottom quartile).
Sharpe: -0.35 (bottom quartile).
Information ratio: -0.20 (bottom quartile).

Best Dividend Yield Funds

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
ICICI Prudential Dividend Yield Equity Fund Growth	₹53.62 ↑ 0.50	₹6,477	100	2.5	-1.3	1.7	18.3	18.7	11.8
Templeton India Equity Income Fund Growth	₹134.733 ↓ -0.13	₹2,317	500	0.7	-3.1	-4	12.6	12.7	1.7
UTI Dividend Yield Fund Growth	₹176.815 ↑ 1.69	₹3,697	500	1.6	-1.8	-1.1	15.6	12.9	5.3
Aditya Birla Sun Life Dividend Yield Fund Growth	₹446.58 ↑ 3.81	₹1,459	1,000	0.5	-2.1	-1.6	14.1	13.7	2.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 26

Research Highlights & Commentary of 4 Funds showcased

Commentary	ICICI Prudential Dividend Yield Equity Fund	Templeton India Equity Income Fund	UTI Dividend Yield Fund	Aditya Birla Sun Life Dividend Yield Fund
Point 1	Highest AUM (₹6,477 Cr).	Lower mid AUM (₹2,317 Cr).	Upper mid AUM (₹3,697 Cr).	Bottom quartile AUM (₹1,459 Cr).
Point 2	Established history (12+ yrs).	Established history (20+ yrs).	Established history (21+ yrs).	Oldest track record among peers (23 yrs).
Point 3	Top rated.	Rating: 3★ (upper mid).	Rating: 1★ (lower mid).	Rating: 1★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 18.67% (top quartile).	5Y return: 12.73% (bottom quartile).	5Y return: 12.93% (lower mid).	5Y return: 13.72% (upper mid).
Point 6	3Y return: 18.32% (top quartile).	3Y return: 12.61% (bottom quartile).	3Y return: 15.56% (upper mid).	3Y return: 14.13% (lower mid).
Point 7	1Y return: 1.67% (top quartile).	1Y return: -3.99% (bottom quartile).	1Y return: -1.07% (upper mid).	1Y return: -1.63% (lower mid).
Point 8	Alpha: 0.46 (upper mid).	Alpha: -1.55 (lower mid).	Alpha: -2.07 (bottom quartile).	Alpha: 2.35 (top quartile).
Point 9	Sharpe: -0.17 (upper mid).	Sharpe: -0.30 (lower mid).	Sharpe: -0.35 (bottom quartile).	Sharpe: -0.05 (top quartile).
Point 10	Information ratio: 1.15 (top quartile).	Information ratio: 0.12 (bottom quartile).	Information ratio: 0.53 (upper mid).	Information ratio: 0.50 (lower mid).

ICICI Prudential Dividend Yield Equity Fund

Highest AUM (₹6,477 Cr).
Established history (12+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 18.67% (top quartile).
3Y return: 18.32% (top quartile).
1Y return: 1.67% (top quartile).
Alpha: 0.46 (upper mid).
Sharpe: -0.17 (upper mid).
Information ratio: 1.15 (top quartile).

Templeton India Equity Income Fund

Lower mid AUM (₹2,317 Cr).
Established history (20+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 12.73% (bottom quartile).
3Y return: 12.61% (bottom quartile).
1Y return: -3.99% (bottom quartile).
Alpha: -1.55 (lower mid).
Sharpe: -0.30 (lower mid).
Information ratio: 0.12 (bottom quartile).

UTI Dividend Yield Fund

Upper mid AUM (₹3,697 Cr).
Established history (21+ yrs).
Rating: 1★ (lower mid).
Risk profile: Moderately High.
5Y return: 12.93% (lower mid).
3Y return: 15.56% (upper mid).
1Y return: -1.07% (upper mid).
Alpha: -2.07 (bottom quartile).
Sharpe: -0.35 (bottom quartile).
Information ratio: 0.53 (upper mid).

Aditya Birla Sun Life Dividend Yield Fund

Bottom quartile AUM (₹1,459 Cr).
Oldest track record among peers (23 yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 13.72% (upper mid).
3Y return: 14.13% (lower mid).
1Y return: -1.63% (lower mid).
Alpha: 2.35 (top quartile).
Sharpe: -0.05 (top quartile).
Information ratio: 0.50 (lower mid).

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