Table of Contents
Best Mutual Funds to Invest in for Long Term
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
Best Multi Cap Equity Funds
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Multicap 35 Fund Growth ₹59.6733
↓ -2.11 ₹13,894 500 3.4 4 6 22.1 18.5 45.7 Kotak Standard Multicap Fund Growth ₹82.764
↓ -0.89 ₹54,841 500 4.4 7.7 2.3 16.3 19.2 16.5 Mirae Asset India Equity Fund Growth ₹110.04
↓ -1.17 ₹40,725 1,000 2.7 4.5 2.2 12.2 16.7 12.7 BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 ₹588 300 -4.6 -2.6 19.3 17.3 13.6 Bandhan Focused Equity Fund Growth ₹85.827
↓ -0.75 ₹1,947 100 5.5 2.9 9.2 17.2 17.6 30.3 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
Commentary Motilal Oswal Multicap 35 Fund Kotak Standard Multicap Fund Mirae Asset India Equity Fund BNP Paribas Multi Cap Fund Bandhan Focused Equity Fund Point 1 Lower mid AUM (₹13,894 Cr). Highest AUM (₹54,841 Cr). Upper mid AUM (₹40,725 Cr). Bottom quartile AUM (₹588 Cr). Bottom quartile AUM (₹1,947 Cr). Point 2 Established history (11+ yrs). Established history (15+ yrs). Established history (17+ yrs). Oldest track record among peers (19 yrs). Established history (19+ 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: 18.51% (upper mid). 5Y return: 19.21% (top quartile). 5Y return: 16.75% (bottom quartile). 5Y return: 13.57% (bottom quartile). 5Y return: 17.61% (lower mid). Point 6 3Y return: 22.15% (top quartile). 3Y return: 16.32% (bottom quartile). 3Y return: 12.22% (bottom quartile). 3Y return: 17.28% (upper mid). 3Y return: 17.23% (lower mid). Point 7 1Y return: 5.98% (lower mid). 1Y return: 2.26% (bottom quartile). 1Y return: 2.19% (bottom quartile). 1Y return: 19.34% (top quartile). 1Y return: 9.19% (upper mid). Point 8 Alpha: 8.72 (top quartile). Alpha: 1.33 (bottom quartile). Alpha: 1.62 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 5.67 (upper mid). Point 9 Sharpe: 0.42 (upper mid). Sharpe: 0.10 (bottom quartile). Sharpe: 0.12 (bottom quartile). Sharpe: 2.86 (top quartile). Sharpe: 0.33 (lower mid). Point 10 Information ratio: 0.73 (top quartile). Information ratio: 0.21 (upper mid). Information ratio: -0.70 (bottom quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.18 (lower mid). Motilal Oswal Multicap 35 Fund
Kotak Standard Multicap Fund
Mirae Asset India Equity Fund
BNP Paribas Multi Cap Fund
Bandhan Focused Equity Fund
Best ELSS (Tax Saving Mutual Funds)
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Tata India Tax Savings Fund Growth ₹43.0591
↓ -0.46 ₹4,711 500 3.2 2.9 0.3 14.9 19.7 19.5 Bandhan Tax Advantage (ELSS) Fund Growth ₹147.227
↓ -1.55 ₹7,151 500 2.1 2.7 -2.8 14.9 23.4 13.1 Aditya Birla Sun Life Tax Relief '96 Growth ₹59.19
↓ -0.51 ₹15,870 500 5.6 7.4 1.8 13.3 13.9 16.4 DSP Tax Saver Fund Growth ₹134.904
↓ -1.12 ₹17,428 500 0.8 3.5 0 18.8 23.2 23.9 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 8 Aug 25 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 (₹4,711 Cr). Lower mid AUM (₹7,151 Cr). Upper mid AUM (₹15,870 Cr). Highest AUM (₹17,428 Cr). Bottom quartile AUM (₹1,318 Cr). Point 2 Established history (10+ yrs). Established history (16+ yrs). Established history (17+ yrs). Established history (18+ yrs). Oldest track record among peers (24 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: 19.75% (lower mid). 5Y return: 23.40% (top quartile). 5Y return: 13.85% (bottom quartile). 5Y return: 23.16% (upper mid). 5Y return: 17.39% (bottom quartile). Point 6 3Y return: 14.94% (bottom quartile). 3Y return: 14.94% (lower mid). 3Y return: 13.26% (bottom quartile). 3Y return: 18.78% (upper mid). 3Y return: 20.64% (top quartile). Point 7 1Y return: 0.34% (lower mid). 1Y return: -2.81% (bottom quartile). 1Y return: 1.77% (upper mid). 1Y return: 0.02% (bottom quartile). 1Y return: 35.51% (top quartile). Point 8 Alpha: -0.42 (bottom quartile). Alpha: -2.56 (bottom quartile). Alpha: 0.36 (lower mid). Alpha: 2.27 (top quartile). Alpha: 1.75 (upper mid). Point 9 Sharpe: -0.01 (bottom quartile). Sharpe: -0.21 (bottom quartile). Sharpe: 0.04 (lower mid). Sharpe: 0.16 (upper mid). Sharpe: 2.27 (top quartile). Point 10 Information ratio: -0.31 (bottom quartile). Information ratio: -0.30 (lower mid). Information ratio: -1.34 (bottom quartile). Information ratio: 0.83 (top quartile). Information ratio: -0.15 (upper mid). 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
Best Large Cap Funds
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) ICICI Prudential Bluechip Fund Growth ₹108.1
↓ -0.96 ₹72,336 100 2.2 5.2 2.8 17.7 21.5 16.9 SBI Bluechip Fund Growth ₹90.2239
↓ -1.09 ₹53,959 500 1.9 4.2 2.5 13.7 18.7 12.5 Nippon India Large Cap Fund Growth ₹88.6916
↓ -0.83 ₹43,829 100 3.8 5.6 2.3 19.1 24.3 18.2 Aditya Birla Sun Life Frontline Equity Fund Growth ₹514.48
↓ -4.64 ₹30,927 100 1.9 4.9 1.3 14.8 19.3 15.6 Indiabulls Blue Chip Fund Growth ₹41.99
↓ -0.36 ₹130 500 4.6 6 -0.5 13.4 16 12.5 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
Commentary ICICI Prudential Bluechip Fund SBI Bluechip Fund Nippon India Large Cap Fund Aditya Birla Sun Life Frontline Equity Fund Indiabulls Blue Chip Fund Point 1 Highest AUM (₹72,336 Cr). Upper mid AUM (₹53,959 Cr). Lower mid AUM (₹43,829 Cr). Bottom quartile AUM (₹30,927 Cr). Bottom quartile AUM (₹130 Cr). Point 2 Established history (17+ yrs). Established history (19+ yrs). Established history (18+ yrs). Oldest track record among peers (22 yrs). Established history (13+ 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: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 21.46% (upper mid). 5Y return: 18.72% (bottom quartile). 5Y return: 24.29% (top quartile). 5Y return: 19.29% (lower mid). 5Y return: 16.01% (bottom quartile). Point 6 3Y return: 17.70% (upper mid). 3Y return: 13.70% (bottom quartile). 3Y return: 19.09% (top quartile). 3Y return: 14.76% (lower mid). 3Y return: 13.43% (bottom quartile). Point 7 1Y return: 2.78% (top quartile). 1Y return: 2.54% (upper mid). 1Y return: 2.32% (lower mid). 1Y return: 1.33% (bottom quartile). 1Y return: -0.47% (bottom quartile). Point 8 Alpha: 1.93 (top quartile). Alpha: 0.49 (lower mid). Alpha: 0.12 (bottom quartile). Alpha: 1.51 (upper mid). Alpha: -3.92 (bottom quartile). Point 9 Sharpe: 0.14 (top quartile). Sharpe: 0.10 (lower mid). Sharpe: 0.07 (bottom quartile). Sharpe: 0.11 (upper mid). Sharpe: -0.26 (bottom quartile). Point 10 Information ratio: 1.10 (upper mid). Information ratio: -0.38 (bottom quartile). Information ratio: 1.85 (top quartile). Information ratio: 0.63 (lower mid). Information ratio: -0.17 (bottom quartile). ICICI Prudential Bluechip Fund
SBI Bluechip Fund
Nippon India Large Cap Fund
Aditya Birla Sun Life Frontline Equity Fund
Indiabulls Blue Chip Fund
Best Mid Cap Funds
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Kotak Emerging Equity Scheme Growth ₹133.512
↓ -1.15 ₹57,102 1,000 11.2 8.3 4.8 21.6 28.1 33.6 Sundaram Mid Cap Fund Growth ₹1,353.88
↓ -14.87 ₹12,818 100 7.8 6.2 3.6 23.1 26.9 32 Taurus Discovery (Midcap) Fund Growth ₹118.11
↓ -1.36 ₹133 1,000 6.9 4.8 -6.7 17.7 20.8 11.3 Edelweiss Mid Cap Fund Growth ₹98.079
↓ -1.29 ₹10,988 500 6.7 6.2 5.4 24.4 29.5 38.9 HDFC Mid-Cap Opportunities Fund Growth ₹189.412
↓ -1.40 ₹84,061 300 7.4 5.8 3.1 25.9 29.8 28.6 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
Commentary Kotak Emerging Equity Scheme Sundaram Mid Cap Fund Taurus Discovery (Midcap) Fund Edelweiss Mid Cap Fund HDFC Mid-Cap Opportunities Fund Point 1 Upper mid AUM (₹57,102 Cr). Lower mid AUM (₹12,818 Cr). Bottom quartile AUM (₹133 Cr). Bottom quartile AUM (₹10,988 Cr). Highest AUM (₹84,061 Cr). Point 2 Established history (18+ yrs). Established history (23+ yrs). Oldest track record among peers (30 yrs). Established history (17+ 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: Moderately High. Point 5 5Y return: 28.12% (lower mid). 5Y return: 26.88% (bottom quartile). 5Y return: 20.81% (bottom quartile). 5Y return: 29.47% (upper mid). 5Y return: 29.81% (top quartile). Point 6 3Y return: 21.59% (bottom quartile). 3Y return: 23.10% (lower mid). 3Y return: 17.68% (bottom quartile). 3Y return: 24.44% (upper mid). 3Y return: 25.86% (top quartile). Point 7 1Y return: 4.77% (upper mid). 1Y return: 3.63% (lower mid). 1Y return: -6.71% (bottom quartile). 1Y return: 5.43% (top quartile). 1Y return: 3.14% (bottom quartile). Point 8 Alpha: 2.01 (bottom quartile). Alpha: 2.82 (lower mid). Alpha: -5.34 (bottom quartile). Alpha: 5.34 (top quartile). Alpha: 3.00 (upper mid). Point 9 Sharpe: 0.16 (bottom quartile). Sharpe: 0.20 (lower mid). Sharpe: -0.20 (bottom quartile). Sharpe: 0.33 (top quartile). Sharpe: 0.23 (upper mid). Point 10 Information ratio: -0.52 (bottom quartile). Information ratio: -0.14 (lower mid). Information ratio: -1.20 (bottom quartile). Information ratio: 0.34 (upper mid). Information ratio: 0.62 (top quartile). Kotak Emerging Equity Scheme
Sundaram Mid Cap Fund
Taurus Discovery (Midcap) Fund
Edelweiss Mid Cap Fund
HDFC Mid-Cap Opportunities Fund
Best Small Cap Funds
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Aditya Birla Sun Life Small Cap Fund Growth ₹82.8233
↓ -0.98 ₹5,134 1,000 7.6 4.7 -3.9 17.8 25.2 21.5 SBI Small Cap Fund Growth ₹167.662
↓ -0.92 ₹35,696 500 5.7 2.4 -5.4 15.6 25.8 24.1 HDFC Small Cap Fund Growth ₹138.38
↓ -1.03 ₹35,781 300 13.6 7.8 2.5 24.1 31.5 20.4 DSP Small Cap Fund Growth ₹191.065
↓ -1.66 ₹17,126 500 12.1 5.2 -0.9 19.8 28.6 25.6 Nippon India Small Cap Fund Growth ₹164.669
↓ -1.81 ₹66,602 100 7.8 4.1 -4.8 24 34 26.1 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
Commentary Aditya Birla Sun Life Small Cap Fund SBI Small Cap Fund HDFC Small Cap Fund DSP Small Cap Fund Nippon India Small Cap Fund Point 1 Bottom quartile AUM (₹5,134 Cr). Lower mid AUM (₹35,696 Cr). Upper mid AUM (₹35,781 Cr). Bottom quartile AUM (₹17,126 Cr). Highest AUM (₹66,602 Cr). Point 2 Oldest track record among peers (18 yrs). Established history (15+ yrs). Established history (17+ yrs). Established history (18+ yrs). Established history (14+ 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: 25.15% (bottom quartile). 5Y return: 25.80% (bottom quartile). 5Y return: 31.53% (upper mid). 5Y return: 28.64% (lower mid). 5Y return: 34.05% (top quartile). Point 6 3Y return: 17.80% (bottom quartile). 3Y return: 15.55% (bottom quartile). 3Y return: 24.13% (top quartile). 3Y return: 19.85% (lower mid). 3Y return: 23.96% (upper mid). Point 7 1Y return: -3.92% (lower mid). 1Y return: -5.37% (bottom quartile). 1Y return: 2.46% (top quartile). 1Y return: -0.92% (upper mid). 1Y return: -4.79% (bottom quartile). Point 8 Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: -2.86 (bottom quartile). Point 9 Sharpe: -0.12 (bottom quartile). Sharpe: -0.24 (bottom quartile). Sharpe: 0.07 (upper mid). Sharpe: 0.22 (top quartile). Sharpe: -0.10 (lower mid). Point 10 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: -0.10 (bottom quartile). Aditya Birla Sun Life Small Cap Fund
SBI Small Cap Fund
HDFC Small Cap Fund
DSP Small Cap Fund
Nippon India Small Cap Fund
Best Sector Funds
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) ICICI Prudential Banking and Financial Services Fund Growth ₹132.18
↓ -0.80 ₹10,088 100 2.8 10 11.4 16.2 21.6 11.6 Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹59.47
↓ -0.35 ₹3,625 1,000 2.2 10.7 9.9 16.3 21.5 8.7 Sundaram Rural and Consumption Fund Growth ₹95.4618
↓ -1.18 ₹1,596 100 1.8 1.2 0.1 15.6 18.9 20.1 Franklin Build India Fund Growth ₹138.945
↓ -1.09 ₹2,968 500 6.1 8.1 -1 28.8 32.8 27.8 DSP Natural Resources and New Energy Fund Growth ₹88.005
↑ 0.14 ₹1,316 500 4.4 5.8 -6.1 20.1 24 13.9 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
Commentary ICICI Prudential Banking and Financial Services Fund Aditya Birla Sun Life Banking And Financial Services Fund Sundaram Rural and Consumption Fund Franklin Build India Fund DSP Natural Resources and New Energy Fund Point 1 Highest AUM (₹10,088 Cr). Upper mid AUM (₹3,625 Cr). Bottom quartile AUM (₹1,596 Cr). Lower mid AUM (₹2,968 Cr). Bottom quartile AUM (₹1,316 Cr). Point 2 Established history (16+ yrs). Established history (11+ yrs). Oldest track record among peers (19 yrs). Established history (15+ yrs). Established history (17+ 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: Moderately High. Risk profile: High. Risk profile: High. Point 5 5Y return: 21.65% (lower mid). 5Y return: 21.47% (bottom quartile). 5Y return: 18.95% (bottom quartile). 5Y return: 32.79% (top quartile). 5Y return: 24.03% (upper mid). Point 6 3Y return: 16.23% (bottom quartile). 3Y return: 16.33% (lower mid). 3Y return: 15.57% (bottom quartile). 3Y return: 28.76% (top quartile). 3Y return: 20.11% (upper mid). Point 7 1Y return: 11.38% (top quartile). 1Y return: 9.93% (upper mid). 1Y return: 0.09% (lower mid). 1Y return: -1.01% (bottom quartile). 1Y return: -6.07% (bottom quartile). Point 8 Alpha: -0.92 (bottom quartile). Alpha: -6.15 (bottom quartile). Alpha: 0.89 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Point 9 Sharpe: 0.72 (top quartile). Sharpe: 0.38 (upper mid). Sharpe: 0.17 (lower mid). Sharpe: -0.29 (bottom quartile). Sharpe: -0.48 (bottom quartile). Point 10 Information ratio: 0.11 (upper mid). Information ratio: 0.35 (top quartile). Information ratio: 0.07 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). ICICI Prudential Banking and Financial Services Fund
Aditya Birla Sun Life Banking And Financial Services Fund
Sundaram Rural and Consumption Fund
Franklin Build India Fund
DSP Natural Resources and New Energy Fund
Best Focused Funds
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Axis Focused 25 Fund Growth ₹53.95
↓ -0.62 ₹13,025 500 3.2 5.3 2.5 8.9 13.3 14.8 Aditya Birla Sun Life Focused Equity Fund Growth ₹136.487
↓ -1.55 ₹8,055 1,000 0.7 3 1.3 14.6 18.3 18.7 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 100 -5 8.5 24.5 17 17.3 HDFC Focused 30 Fund Growth ₹225.356
↓ -1.57 ₹20,868 300 2.6 5.9 7.7 22.3 27.5 24 DSP Focus Fund Growth ₹52.484
↓ -0.90 ₹2,628 500 1.3 2.1 1.7 16.4 17.9 18.5 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
Commentary Axis Focused 25 Fund Aditya Birla Sun Life Focused Equity Fund Sundaram Select Focus Fund HDFC Focused 30 Fund DSP Focus Fund Point 1 Upper mid AUM (₹13,025 Cr). Lower mid AUM (₹8,055 Cr). Bottom quartile AUM (₹1,354 Cr). Highest AUM (₹20,868 Cr). Bottom quartile AUM (₹2,628 Cr). Point 2 Established history (13+ yrs). Established history (19+ yrs). Oldest track record among peers (23 yrs). Established history (20+ yrs). Established history (15+ 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: 13.26% (bottom quartile). 5Y return: 18.30% (upper mid). 5Y return: 17.29% (bottom quartile). 5Y return: 27.53% (top quartile). 5Y return: 17.92% (lower mid). Point 6 3Y return: 8.88% (bottom quartile). 3Y return: 14.64% (bottom quartile). 3Y return: 17.03% (upper mid). 3Y return: 22.33% (top quartile). 3Y return: 16.44% (lower mid). Point 7 1Y return: 2.55% (lower mid). 1Y return: 1.29% (bottom quartile). 1Y return: 24.49% (top quartile). 1Y return: 7.72% (upper mid). 1Y return: 1.73% (bottom quartile). Point 8 Alpha: 2.19 (lower mid). Alpha: 2.48 (upper mid). Alpha: -5.62 (bottom quartile). Alpha: 4.28 (top quartile). Alpha: 1.21 (bottom quartile). Point 9 Sharpe: 0.15 (bottom quartile). Sharpe: 0.19 (lower mid). Sharpe: 1.85 (top quartile). Sharpe: 0.41 (upper mid). Sharpe: 0.10 (bottom quartile). Point 10 Information ratio: -1.01 (bottom quartile). Information ratio: -0.41 (lower mid). Information ratio: -0.52 (bottom quartile). Information ratio: 1.27 (top quartile). Information ratio: 0.30 (upper mid). Axis Focused 25 Fund
Aditya Birla Sun Life Focused Equity Fund
Sundaram Select Focus Fund
HDFC Focused 30 Fund
DSP Focus Fund
Best Value Funds
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Tata Equity PE Fund Growth ₹336.572
↓ -2.27 ₹8,840 150 3.1 2.2 -6.1 19.2 21 21.7 JM Value Fund Growth ₹94.3718
↓ -1.11 ₹1,110 500 3.5 0.1 -9.8 23.9 25.6 25.1 HDFC Capital Builder Value Fund Growth ₹722.902
↓ -5.44 ₹7,443 300 3.9 5.6 1.6 19.1 22.6 20.7 Bandhan Sterling Value Fund Growth ₹143.117
↓ -1.25 ₹10,229 100 1.6 1.5 -3.5 17.2 28.2 18 Templeton India Value Fund Growth ₹693.299
↓ -5.41 ₹2,299 500 0.9 1.7 -5.1 18.5 27.3 15.2 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
Commentary Tata Equity PE Fund JM Value Fund HDFC Capital Builder Value Fund Bandhan Sterling Value Fund Templeton India Value Fund Point 1 Upper mid AUM (₹8,840 Cr). Bottom quartile AUM (₹1,110 Cr). Lower mid AUM (₹7,443 Cr). Highest AUM (₹10,229 Cr). Bottom quartile AUM (₹2,299 Cr). Point 2 Established history (21+ yrs). Established history (28+ yrs). Oldest track record among peers (31 yrs). Established history (17+ yrs). Established history (28+ 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: 20.97% (bottom quartile). 5Y return: 25.61% (lower mid). 5Y return: 22.58% (bottom quartile). 5Y return: 28.22% (top quartile). 5Y return: 27.32% (upper mid). Point 6 3Y return: 19.24% (upper mid). 3Y return: 23.87% (top quartile). 3Y return: 19.10% (lower mid). 3Y return: 17.25% (bottom quartile). 3Y return: 18.49% (bottom quartile). Point 7 1Y return: -6.07% (bottom quartile). 1Y return: -9.79% (bottom quartile). 1Y return: 1.62% (top quartile). 1Y return: -3.47% (upper mid). 1Y return: -5.10% (lower mid). Point 8 Alpha: -4.96 (lower mid). Alpha: -6.74 (bottom quartile). Alpha: 1.28 (top quartile). Alpha: -3.78 (upper mid). Alpha: -5.54 (bottom quartile). Point 9 Sharpe: -0.29 (upper mid). Sharpe: -0.38 (bottom quartile). Sharpe: 0.09 (top quartile). Sharpe: -0.30 (lower mid). Sharpe: -0.40 (bottom quartile). Point 10 Information ratio: 0.76 (lower mid). Information ratio: 1.08 (upper mid). Information ratio: 1.15 (top quartile). Information ratio: 0.35 (bottom quartile). Information ratio: 0.74 (bottom quartile). Tata Equity PE Fund
JM Value Fund
HDFC Capital Builder Value Fund
Bandhan Sterling Value Fund
Templeton India Value Fund
Best Dividend Yield Funds
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) ICICI Prudential Dividend Yield Equity Fund Growth ₹51.27
↓ -0.32 ₹5,645 100 2.4 4.7 0.6 22.7 28.5 21 Templeton India Equity Income Fund Growth ₹133.916
↓ -0.51 ₹2,421 500 -0.6 -0.5 -7.5 16.8 25.1 20.4 UTI Dividend Yield Fund Growth ₹172.3
↓ -0.84 ₹4,127 500 3.5 2.1 -3 18.7 20.9 24.7 Aditya Birla Sun Life Dividend Yield Fund Growth ₹432.89
↑ 1.54 ₹1,524 1,000 3.6 0 -6.9 20 22.3 18.2 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 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 (₹5,645 Cr). Lower mid AUM (₹2,421 Cr). Upper mid AUM (₹4,127 Cr). Bottom quartile AUM (₹1,524 Cr). Point 2 Established history (11+ yrs). Established history (19+ yrs). Established history (20+ yrs). Oldest track record among peers (22 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: 28.49% (top quartile). 5Y return: 25.06% (upper mid). 5Y return: 20.89% (bottom quartile). 5Y return: 22.31% (lower mid). Point 6 3Y return: 22.74% (top quartile). 3Y return: 16.78% (bottom quartile). 3Y return: 18.66% (lower mid). 3Y return: 20.02% (upper mid). Point 7 1Y return: 0.61% (top quartile). 1Y return: -7.51% (bottom quartile). 1Y return: -3.01% (upper mid). 1Y return: -6.88% (lower mid). Point 8 Alpha: 1.57 (top quartile). Alpha: -4.10 (bottom quartile). Alpha: 0.31 (upper mid). Alpha: -3.60 (lower mid). Point 9 Sharpe: 0.12 (top quartile). Sharpe: -0.29 (bottom quartile). Sharpe: 0.03 (upper mid). Sharpe: -0.20 (lower mid). Point 10 Information ratio: 1.16 (top quartile). Information ratio: -0.17 (bottom quartile). Information ratio: 0.42 (lower mid). Information ratio: 0.77 (upper mid). ICICI Prudential Dividend Yield Equity Fund
Templeton India Equity Income Fund
UTI Dividend Yield Fund
Aditya Birla Sun Life Dividend Yield Fund
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