Best Mutual Funds to Invest in for Long Term

Updated on March 8, 2026 , 2245 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 (%)	2024 (%)
Kotak Standard Multicap Fund Growth	₹83.982 ↑ 0.99	₹56,479	500	-1.7	-0.5	14.7	16.6	12.6	9.5
Mirae Asset India Equity Fund Growth	₹108.935 ↑ 1.15	₹40,371	1,000	-6.1	-3.9	9	12.2	10	10.2
Motilal Oswal Multicap 35 Fund Growth	₹54.3606 ↑ 0.34	₹13,180	500	-9.3	-13.6	1.4	19.4	10.7	-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	₹1,787.61 ↑ 22.30	₹24,700	100	-3.7	-0.6	14.3	17.8	13.2	11.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Mar 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 (₹56,479 Cr).	Upper mid AUM (₹40,371 Cr).	Bottom quartile AUM (₹13,180 Cr).	Bottom quartile AUM (₹588 Cr).	Lower mid AUM (₹24,700 Cr).
Point 2	Established history (16+ yrs).	Established history (17+ yrs).	Established history (11+ 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: 12.59% (lower mid).	5Y return: 10.02% (bottom quartile).	5Y return: 10.74% (bottom quartile).	5Y return: 13.57% (top quartile).	5Y return: 13.16% (upper mid).
Point 6	3Y return: 16.59% (bottom quartile).	3Y return: 12.20% (bottom quartile).	3Y return: 19.45% (top quartile).	3Y return: 17.28% (lower mid).	3Y return: 17.75% (upper mid).
Point 7	1Y return: 14.66% (upper mid).	1Y return: 9.03% (bottom quartile).	1Y return: 1.44% (bottom quartile).	1Y return: 19.34% (top quartile).	1Y return: 14.27% (lower mid).
Point 8	Alpha: 3.74 (top quartile).	Alpha: 0.02 (lower mid).	Alpha: -5.98 (bottom quartile).	Alpha: 0.00 (bottom quartile).	Alpha: 3.72 (upper mid).
Point 9	Sharpe: 0.46 (lower mid).	Sharpe: 0.27 (bottom quartile).	Sharpe: -0.19 (bottom quartile).	Sharpe: 2.86 (top quartile).	Sharpe: 0.48 (upper mid).
Point 10	Information ratio: 0.19 (lower mid).	Information ratio: -0.62 (bottom quartile).	Information ratio: 0.56 (upper mid).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.76 (top quartile).

Kotak Standard Multicap Fund

Highest AUM (₹56,479 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 12.59% (lower mid).
3Y return: 16.59% (bottom quartile).
1Y return: 14.66% (upper mid).
Alpha: 3.74 (top quartile).
Sharpe: 0.46 (lower mid).
Information ratio: 0.19 (lower mid).

Mirae Asset India Equity Fund

Upper mid AUM (₹40,371 Cr).
Established history (17+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 10.02% (bottom quartile).
3Y return: 12.20% (bottom quartile).
1Y return: 9.03% (bottom quartile).
Alpha: 0.02 (lower mid).
Sharpe: 0.27 (bottom quartile).
Information ratio: -0.62 (bottom quartile).

Motilal Oswal Multicap 35 Fund

Bottom quartile AUM (₹13,180 Cr).
Established history (11+ yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately High.
5Y return: 10.74% (bottom quartile).
3Y return: 19.45% (top quartile).
1Y return: 1.44% (bottom quartile).
Alpha: -5.98 (bottom quartile).
Sharpe: -0.19 (bottom quartile).
Information ratio: 0.56 (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% (lower mid).
1Y return: 19.34% (top quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 2.86 (top quartile).
Information ratio: 0.00 (bottom quartile).

Aditya Birla Sun Life Equity Fund

Lower mid AUM (₹24,700 Cr).
Oldest track record among peers (27 yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 13.16% (upper mid).
3Y return: 17.75% (upper mid).
1Y return: 14.27% (lower mid).
Alpha: 3.72 (upper mid).
Sharpe: 0.48 (upper mid).
Information ratio: 0.76 (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 (%)	2024 (%)
Tata India Tax Savings Fund Growth	₹43.9158 ↑ 0.59	₹4,566	500	-3.3	-0.2	12.1	15.4	12.7	4.9
Bandhan Tax Advantage (ELSS) Fund Growth	₹149.667 ↑ 1.65	₹7,060	500	-4.3	-1.4	10.4	14.7	14.2	8
Aditya Birla Sun Life Tax Relief '96 Growth	₹58.61 ↑ 0.64	₹14,993	500	-5.4	-4.2	11.9	14.7	7.9	9.3
DSP Tax Saver Fund Growth	₹136.176 ↑ 1.80	₹17,223	500	-4.6	-1.3	9.5	18.7	15.3	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 Mar 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 (₹4,566 Cr).	Lower mid AUM (₹7,060 Cr).	Upper mid AUM (₹14,993 Cr).	Highest AUM (₹17,223 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: 12.68% (bottom quartile).	5Y return: 14.22% (lower mid).	5Y return: 7.90% (bottom quartile).	5Y return: 15.31% (upper mid).	5Y return: 17.39% (top quartile).
Point 6	3Y return: 15.42% (lower mid).	3Y return: 14.73% (bottom quartile).	3Y return: 14.73% (bottom quartile).	3Y return: 18.71% (upper mid).	3Y return: 20.64% (top quartile).
Point 7	1Y return: 12.07% (upper mid).	1Y return: 10.36% (bottom quartile).	1Y return: 11.89% (lower mid).	1Y return: 9.49% (bottom quartile).	1Y return: 35.51% (top quartile).
Point 8	Alpha: -0.76 (bottom quartile).	Alpha: 0.34 (bottom quartile).	Alpha: 3.77 (top quartile).	Alpha: 1.75 (upper mid).	Alpha: 1.75 (lower mid).
Point 9	Sharpe: 0.14 (bottom quartile).	Sharpe: 0.21 (bottom quartile).	Sharpe: 0.50 (upper mid).	Sharpe: 0.33 (lower mid).	Sharpe: 2.27 (top quartile).
Point 10	Information ratio: -0.35 (bottom quartile).	Information ratio: -0.30 (lower mid).	Information ratio: -0.43 (bottom quartile).	Information ratio: 0.93 (top quartile).	Information ratio: -0.15 (upper mid).

Tata India Tax Savings Fund

Bottom quartile AUM (₹4,566 Cr).
Established history (11+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 12.68% (bottom quartile).
3Y return: 15.42% (lower mid).
1Y return: 12.07% (upper mid).
Alpha: -0.76 (bottom quartile).
Sharpe: 0.14 (bottom quartile).
Information ratio: -0.35 (bottom quartile).

Bandhan Tax Advantage (ELSS) Fund

Lower mid AUM (₹7,060 Cr).
Established history (17+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.22% (lower mid).
3Y return: 14.73% (bottom quartile).
1Y return: 10.36% (bottom quartile).
Alpha: 0.34 (bottom quartile).
Sharpe: 0.21 (bottom quartile).
Information ratio: -0.30 (lower mid).

Aditya Birla Sun Life Tax Relief '96

Upper mid AUM (₹14,993 Cr).
Established history (18+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 7.90% (bottom quartile).
3Y return: 14.73% (bottom quartile).
1Y return: 11.89% (lower mid).
Alpha: 3.77 (top quartile).
Sharpe: 0.50 (upper mid).
Information ratio: -0.43 (bottom quartile).

DSP Tax Saver Fund

Highest AUM (₹17,223 Cr).
Established history (19+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.31% (upper mid).
3Y return: 18.71% (upper mid).
1Y return: 9.49% (bottom quartile).
Alpha: 1.75 (upper mid).
Sharpe: 0.33 (lower mid).
Information ratio: 0.93 (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 (lower mid).
Sharpe: 2.27 (top quartile).
Information ratio: -0.15 (upper mid).

Best Large Cap Funds

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Indiabulls Blue Chip Fund Growth	₹42.12 ↑ 0.44	₹129	500	-4.1	-2.1	12.4	13.8	10.3	7.5
Nippon India Large Cap Fund Growth	₹88.6966 ↑ 1.05	₹50,107	100	-4.6	-3.2	11.4	17.8	16	9.2
ICICI Prudential Bluechip Fund Growth	₹108.2 ↑ 1.22	₹76,646	100	-5.4	-2.1	10.8	17	14.2	11.3
SBI Bluechip Fund Growth	₹91.0727 ↑ 1.02	₹54,821	500	-3.9	-1.8	10.6	13.7	11.1	9.7
Aditya Birla Sun Life Frontline Equity Fund Growth	₹506.85 ↑ 5.49	₹30,392	100	-6.3	-3.7	8.7	14.4	11.8	9.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Mar 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Indiabulls Blue Chip Fund	Nippon India Large Cap Fund	ICICI Prudential Bluechip Fund	SBI Bluechip Fund	Aditya Birla Sun Life Frontline Equity Fund
Point 1	Bottom quartile AUM (₹129 Cr).	Lower mid AUM (₹50,107 Cr).	Highest AUM (₹76,646 Cr).	Upper mid AUM (₹54,821 Cr).	Bottom quartile AUM (₹30,392 Cr).
Point 2	Established history (14+ yrs).	Established history (18+ yrs).	Established history (17+ yrs).	Established history (20+ yrs).	Oldest track record among peers (23 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: 10.33% (bottom quartile).	5Y return: 15.98% (top quartile).	5Y return: 14.20% (upper mid).	5Y return: 11.14% (bottom quartile).	5Y return: 11.76% (lower mid).
Point 6	3Y return: 13.77% (bottom quartile).	3Y return: 17.79% (top quartile).	3Y return: 17.03% (upper mid).	3Y return: 13.68% (bottom quartile).	3Y return: 14.38% (lower mid).
Point 7	1Y return: 12.38% (top quartile).	1Y return: 11.35% (upper mid).	1Y return: 10.84% (lower mid).	1Y return: 10.59% (bottom quartile).	1Y return: 8.73% (bottom quartile).
Point 8	Alpha: 0.28 (lower mid).	Alpha: 0.30 (upper mid).	Alpha: 0.35 (top quartile).	Alpha: 0.16 (bottom quartile).	Alpha: -0.21 (bottom quartile).
Point 9	Sharpe: 0.29 (bottom quartile).	Sharpe: 0.30 (top quartile).	Sharpe: 0.30 (upper mid).	Sharpe: 0.29 (lower mid).	Sharpe: 0.26 (bottom quartile).
Point 10	Information ratio: -0.32 (bottom quartile).	Information ratio: 1.22 (top quartile).	Information ratio: 1.01 (upper mid).	Information ratio: -0.33 (bottom quartile).	Information ratio: 0.31 (lower mid).

Indiabulls Blue Chip Fund

Bottom quartile AUM (₹129 Cr).
Established history (14+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 10.33% (bottom quartile).
3Y return: 13.77% (bottom quartile).
1Y return: 12.38% (top quartile).
Alpha: 0.28 (lower mid).
Sharpe: 0.29 (bottom quartile).
Information ratio: -0.32 (bottom quartile).

Nippon India Large Cap Fund

Lower mid AUM (₹50,107 Cr).
Established history (18+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 15.98% (top quartile).
3Y return: 17.79% (top quartile).
1Y return: 11.35% (upper mid).
Alpha: 0.30 (upper mid).
Sharpe: 0.30 (top quartile).
Information ratio: 1.22 (top quartile).

ICICI Prudential Bluechip Fund

Highest AUM (₹76,646 Cr).
Established history (17+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 14.20% (upper mid).
3Y return: 17.03% (upper mid).
1Y return: 10.84% (lower mid).
Alpha: 0.35 (top quartile).
Sharpe: 0.30 (upper mid).
Information ratio: 1.01 (upper mid).

SBI Bluechip Fund

Upper mid AUM (₹54,821 Cr).
Established history (20+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.14% (bottom quartile).
3Y return: 13.68% (bottom quartile).
1Y return: 10.59% (bottom quartile).
Alpha: 0.16 (bottom quartile).
Sharpe: 0.29 (lower mid).
Information ratio: -0.33 (bottom quartile).

Aditya Birla Sun Life Frontline Equity Fund

Bottom quartile AUM (₹30,392 Cr).
Oldest track record among peers (23 yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.76% (lower mid).
3Y return: 14.38% (lower mid).
1Y return: 8.73% (bottom quartile).
Alpha: -0.21 (bottom quartile).
Sharpe: 0.26 (bottom quartile).
Information ratio: 0.31 (lower mid).

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	₹131.928 ↑ 1.72	₹59,041	1,000	-1.3	-3.8	18.1	20.3	17.8	1.8
Sundaram Mid Cap Fund Growth	₹1,369.94 ↑ 21.19	₹12,917	100	-2.6	-1.7	18	23.7	18.1	4.1
Taurus Discovery (Midcap) Fund Growth	₹110.84 ↑ 1.87	₹123	1,000	-6.9	-9.7	8.1	13.9	12.4	0.8
Edelweiss Mid Cap Fund Growth	₹99.67 ↑ 1.16	₹13,802	500	-2.2	-1.7	18.6	24.6	19.9	3.8
HDFC Mid-Cap Opportunities Fund Growth	₹194.076 ↑ 3.30	₹92,187	300	-3.1	-0.5	17.6	24.1	21	6.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Mar 26

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 (₹59,041 Cr).	Bottom quartile AUM (₹12,917 Cr).	Bottom quartile AUM (₹123 Cr).	Lower mid AUM (₹13,802 Cr).	Highest AUM (₹92,187 Cr).
Point 2	Established history (18+ yrs).	Established history (23+ yrs).	Oldest track record among peers (31 yrs).	Established history (18+ 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: 17.78% (bottom quartile).	5Y return: 18.09% (lower mid).	5Y return: 12.36% (bottom quartile).	5Y return: 19.90% (upper mid).	5Y return: 20.97% (top quartile).
Point 6	3Y return: 20.28% (bottom quartile).	3Y return: 23.68% (lower mid).	3Y return: 13.87% (bottom quartile).	3Y return: 24.56% (top quartile).	3Y return: 24.11% (upper mid).
Point 7	1Y return: 18.15% (upper mid).	1Y return: 18.00% (lower mid).	1Y return: 8.10% (bottom quartile).	1Y return: 18.58% (top quartile).	1Y return: 17.60% (bottom quartile).
Point 8	Alpha: -0.96 (bottom quartile).	Alpha: 0.78 (lower mid).	Alpha: -5.93 (bottom quartile).	Alpha: 1.70 (upper mid).	Alpha: 3.73 (top quartile).
Point 9	Sharpe: 0.18 (bottom quartile).	Sharpe: 0.28 (lower mid).	Sharpe: -0.09 (bottom quartile).	Sharpe: 0.33 (upper mid).	Sharpe: 0.49 (top quartile).
Point 10	Information ratio: -0.44 (bottom quartile).	Information ratio: 0.23 (lower mid).	Information ratio: -1.68 (bottom quartile).	Information ratio: 0.49 (top quartile).	Information ratio: 0.47 (upper mid).

Kotak Emerging Equity Scheme

Upper mid AUM (₹59,041 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 17.78% (bottom quartile).
3Y return: 20.28% (bottom quartile).
1Y return: 18.15% (upper mid).
Alpha: -0.96 (bottom quartile).
Sharpe: 0.18 (bottom quartile).
Information ratio: -0.44 (bottom quartile).

Sundaram Mid Cap Fund

Bottom quartile AUM (₹12,917 Cr).
Established history (23+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 18.09% (lower mid).
3Y return: 23.68% (lower mid).
1Y return: 18.00% (lower mid).
Alpha: 0.78 (lower mid).
Sharpe: 0.28 (lower mid).
Information ratio: 0.23 (lower mid).

Taurus Discovery (Midcap) Fund

Bottom quartile AUM (₹123 Cr).
Oldest track record among peers (31 yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 12.36% (bottom quartile).
3Y return: 13.87% (bottom quartile).
1Y return: 8.10% (bottom quartile).
Alpha: -5.93 (bottom quartile).
Sharpe: -0.09 (bottom quartile).
Information ratio: -1.68 (bottom quartile).

Edelweiss Mid Cap Fund

Lower mid AUM (₹13,802 Cr).
Established history (18+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 19.90% (upper mid).
3Y return: 24.56% (top quartile).
1Y return: 18.58% (top quartile).
Alpha: 1.70 (upper mid).
Sharpe: 0.33 (upper mid).
Information ratio: 0.49 (top quartile).

HDFC Mid-Cap Opportunities Fund

Highest AUM (₹92,187 Cr).
Established history (18+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 20.97% (top quartile).
3Y return: 24.11% (upper mid).
1Y return: 17.60% (bottom quartile).
Alpha: 3.73 (top quartile).
Sharpe: 0.49 (top quartile).
Information ratio: 0.47 (upper mid).

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	₹80.871 ↑ 1.26	₹4,778	1,000	-3.4	-5.2	12.6	16.7	13.1	-3.7
SBI Small Cap Fund Growth	₹155.457 ↑ 2.66	₹34,449	500	-6.7	-10.4	3.2	11.9	13.9	-4.9
DSP Small Cap Fund Growth	₹185.396 ↑ 3.13	₹16,135	500	-3.8	-6.6	13.5	18.3	18	-2.8
HDFC Small Cap Fund Growth	₹128.037 ↑ 2.39	₹36,941	300	-6.6	-10.7	9.9	16.5	19.1	-0.6
Nippon India Small Cap Fund Growth	₹157.109 ↑ 2.58	₹65,812	100	-3.9	-7.4	9.2	19.2	21.2	-4.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Mar 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Aditya Birla Sun Life Small Cap Fund	SBI Small Cap Fund	DSP Small Cap Fund	HDFC Small Cap Fund	Nippon India Small Cap Fund
Point 1	Bottom quartile AUM (₹4,778 Cr).	Lower mid AUM (₹34,449 Cr).	Bottom quartile AUM (₹16,135 Cr).	Upper mid AUM (₹36,941 Cr).	Highest AUM (₹65,812 Cr).
Point 2	Oldest track record among peers (18 yrs).	Established history (16+ yrs).	Established history (18+ yrs).	Established history (17+ yrs).	Established history (15+ 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: 13.13% (bottom quartile).	5Y return: 13.94% (bottom quartile).	5Y return: 18.02% (lower mid).	5Y return: 19.05% (upper mid).	5Y return: 21.16% (top quartile).
Point 6	3Y return: 16.75% (lower mid).	3Y return: 11.89% (bottom quartile).	3Y return: 18.26% (upper mid).	3Y return: 16.45% (bottom quartile).	3Y return: 19.18% (top quartile).
Point 7	1Y return: 12.63% (upper mid).	1Y return: 3.19% (bottom quartile).	1Y return: 13.47% (top quartile).	1Y return: 9.86% (lower mid).	1Y return: 9.17% (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: -0.64 (bottom quartile).
Point 9	Sharpe: 0.01 (upper mid).	Sharpe: -0.41 (bottom quartile).	Sharpe: -0.02 (lower mid).	Sharpe: 0.05 (top quartile).	Sharpe: -0.19 (bottom quartile).
Point 10	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.02 (top quartile).

Aditya Birla Sun Life Small Cap Fund

Bottom quartile AUM (₹4,778 Cr).
Oldest track record among peers (18 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 13.13% (bottom quartile).
3Y return: 16.75% (lower mid).
1Y return: 12.63% (upper mid).
Alpha: 0.00 (top quartile).
Sharpe: 0.01 (upper mid).
Information ratio: 0.00 (upper mid).

SBI Small Cap Fund

Lower mid AUM (₹34,449 Cr).
Established history (16+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 13.94% (bottom quartile).
3Y return: 11.89% (bottom quartile).
1Y return: 3.19% (bottom quartile).
Alpha: 0.00 (upper mid).
Sharpe: -0.41 (bottom quartile).
Information ratio: 0.00 (lower mid).

DSP Small Cap Fund

Bottom quartile AUM (₹16,135 Cr).
Established history (18+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 18.02% (lower mid).
3Y return: 18.26% (upper mid).
1Y return: 13.47% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.02 (lower mid).
Information ratio: 0.00 (bottom quartile).

HDFC Small Cap Fund

Upper mid AUM (₹36,941 Cr).
Established history (17+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 19.05% (upper mid).
3Y return: 16.45% (bottom quartile).
1Y return: 9.86% (lower mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.05 (top quartile).
Information ratio: 0.00 (bottom quartile).

Nippon India Small Cap Fund

Highest AUM (₹65,812 Cr).
Established history (15+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 21.16% (top quartile).
3Y return: 19.18% (top quartile).
1Y return: 9.17% (bottom quartile).
Alpha: -0.64 (bottom quartile).
Sharpe: -0.19 (bottom quartile).
Information ratio: 0.02 (top quartile).

Best Sector Funds

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
DSP Natural Resources and New Energy Fund Growth	₹105.262 ↓ -2.00	₹1,765	500	11.7	16.6	27.7	22.5	20.2	17.5
Aditya Birla Sun Life Banking And Financial Services Fund Growth	₹61.12 ↑ 1.38	₹3,641	1,000	-4	2.4	17.7	16.5	11.7	17.5
Franklin Build India Fund Growth	₹141.752 ↑ 1.34	₹3,003	500	1.3	1.1	17.3	25.7	22.2	3.7
ICICI Prudential Banking and Financial Services Fund Growth	₹130.22 ↑ 2.21	₹10,951	100	-5.8	-1.4	12.5	14.9	11.2	15.9
Bandhan Infrastructure Fund Growth	₹45.453 ↑ 0.66	₹1,428	100	-3.5	-8.5	6	21.8	19.4	-6.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Mar 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 (₹1,765 Cr).	Upper mid AUM (₹3,641 Cr).	Lower mid AUM (₹3,003 Cr).	Highest AUM (₹10,951 Cr).	Bottom quartile AUM (₹1,428 Cr).
Point 2	Oldest track record among peers (17 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: 20.19% (upper mid).	5Y return: 11.71% (bottom quartile).	5Y return: 22.19% (top quartile).	5Y return: 11.16% (bottom quartile).	5Y return: 19.36% (lower mid).
Point 6	3Y return: 22.48% (upper mid).	3Y return: 16.46% (bottom quartile).	3Y return: 25.68% (top quartile).	3Y return: 14.88% (bottom quartile).	3Y return: 21.84% (lower mid).
Point 7	1Y return: 27.74% (top quartile).	1Y return: 17.70% (upper mid).	1Y return: 17.27% (lower mid).	1Y return: 12.47% (bottom quartile).	1Y return: 6.00% (bottom quartile).
Point 8	Alpha: 0.00 (upper mid).	Alpha: 0.61 (top quartile).	Alpha: 0.00 (lower mid).	Alpha: -2.00 (bottom quartile).	Alpha: 0.00 (bottom quartile).
Point 9	Sharpe: 1.32 (top quartile).	Sharpe: 1.03 (upper mid).	Sharpe: 0.21 (bottom quartile).	Sharpe: 0.78 (lower mid).	Sharpe: -0.27 (bottom quartile).
Point 10	Information ratio: 0.00 (upper mid).	Information ratio: 0.25 (top quartile).	Information ratio: 0.00 (lower mid).	Information ratio: -0.01 (bottom quartile).	Information ratio: 0.00 (bottom quartile).

DSP Natural Resources and New Energy Fund

Bottom quartile AUM (₹1,765 Cr).
Oldest track record among peers (17 yrs).
Top rated.
Risk profile: High.
5Y return: 20.19% (upper mid).
3Y return: 22.48% (upper mid).
1Y return: 27.74% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 1.32 (top quartile).
Information ratio: 0.00 (upper mid).

Aditya Birla Sun Life Banking And Financial Services Fund

Upper mid AUM (₹3,641 Cr).
Established history (12+ yrs).
Rating: 5★ (upper mid).
Risk profile: High.
5Y return: 11.71% (bottom quartile).
3Y return: 16.46% (bottom quartile).
1Y return: 17.70% (upper mid).
Alpha: 0.61 (top quartile).
Sharpe: 1.03 (upper mid).
Information ratio: 0.25 (top quartile).

Franklin Build India Fund

Lower mid AUM (₹3,003 Cr).
Established history (16+ yrs).
Rating: 5★ (lower mid).
Risk profile: High.
5Y return: 22.19% (top quartile).
3Y return: 25.68% (top quartile).
1Y return: 17.27% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.21 (bottom quartile).
Information ratio: 0.00 (lower mid).

ICICI Prudential Banking and Financial Services Fund

Highest AUM (₹10,951 Cr).
Established history (17+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: High.
5Y return: 11.16% (bottom quartile).
3Y return: 14.88% (bottom quartile).
1Y return: 12.47% (bottom quartile).
Alpha: -2.00 (bottom quartile).
Sharpe: 0.78 (lower mid).
Information ratio: -0.01 (bottom quartile).

Bandhan Infrastructure Fund

Bottom quartile AUM (₹1,428 Cr).
Established history (15+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: High.
5Y return: 19.36% (lower mid).
3Y return: 21.84% (lower mid).
1Y return: 6.00% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.27 (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 (%)	2024 (%)
Axis Focused 25 Fund Growth	₹50.82 ↑ 0.49	₹11,382	500	-6.7	-8.3	5.9	11.5	5.4	2.5
Aditya Birla Sun Life Focused Equity Fund Growth	₹140.736 ↑ 1.34	₹8,068	1,000	-4.2	0	12	16.6	12.5	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	₹41.9041 ↑ 0.71	₹1,445	500	-2.5	-1.9	16.1	10	6.6	-1.7
HDFC Focused 30 Fund Growth	₹227.453 ↑ 3.46	₹26,332	300	-3.8	-2.5	11.4	20	20	10.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Mar 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 (₹11,382 Cr).	Lower mid AUM (₹8,068 Cr).	Bottom quartile AUM (₹1,354 Cr).	Bottom quartile AUM (₹1,445 Cr).	Highest AUM (₹26,332 Cr).
Point 2	Established history (13+ yrs).	Established history (20+ yrs).	Oldest track record among peers (23 yrs).	Established history (12+ 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: 5.41% (bottom quartile).	5Y return: 12.50% (lower mid).	5Y return: 17.29% (upper mid).	5Y return: 6.60% (bottom quartile).	5Y return: 20.02% (top quartile).
Point 6	3Y return: 11.51% (bottom quartile).	3Y return: 16.57% (lower mid).	3Y return: 17.03% (upper mid).	3Y return: 9.96% (bottom quartile).	3Y return: 20.00% (top quartile).
Point 7	1Y return: 5.90% (bottom quartile).	1Y return: 12.00% (lower mid).	1Y return: 24.49% (top quartile).	1Y return: 16.09% (upper mid).	1Y return: 11.42% (bottom quartile).
Point 8	Alpha: -3.90 (bottom quartile).	Alpha: 3.66 (upper mid).	Alpha: -5.62 (bottom quartile).	Alpha: -2.93 (lower mid).	Alpha: 3.79 (top quartile).
Point 9	Sharpe: -0.10 (bottom quartile).	Sharpe: 0.49 (lower mid).	Sharpe: 1.85 (top quartile).	Sharpe: 0.04 (bottom quartile).	Sharpe: 0.60 (upper mid).
Point 10	Information ratio: -0.76 (bottom quartile).	Information ratio: 0.23 (upper mid).	Information ratio: -0.52 (lower mid).	Information ratio: -0.68 (bottom quartile).	Information ratio: 0.98 (top quartile).

Axis Focused 25 Fund

Upper mid AUM (₹11,382 Cr).
Established history (13+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 5.41% (bottom quartile).
3Y return: 11.51% (bottom quartile).
1Y return: 5.90% (bottom quartile).
Alpha: -3.90 (bottom quartile).
Sharpe: -0.10 (bottom quartile).
Information ratio: -0.76 (bottom quartile).

Aditya Birla Sun Life Focused Equity Fund

Lower mid AUM (₹8,068 Cr).
Established history (20+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 12.50% (lower mid).
3Y return: 16.57% (lower mid).
1Y return: 12.00% (lower mid).
Alpha: 3.66 (upper mid).
Sharpe: 0.49 (lower mid).
Information ratio: 0.23 (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% (upper mid).
1Y return: 24.49% (top quartile).
Alpha: -5.62 (bottom quartile).
Sharpe: 1.85 (top quartile).
Information ratio: -0.52 (lower mid).

Motilal Oswal Focused 25 Fund

Bottom quartile AUM (₹1,445 Cr).
Established history (12+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 6.60% (bottom quartile).
3Y return: 9.96% (bottom quartile).
1Y return: 16.09% (upper mid).
Alpha: -2.93 (lower mid).
Sharpe: 0.04 (bottom quartile).
Information ratio: -0.68 (bottom quartile).

HDFC Focused 30 Fund

Highest AUM (₹26,332 Cr).
Established history (21+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 20.02% (top quartile).
3Y return: 20.00% (top quartile).
1Y return: 11.42% (bottom quartile).
Alpha: 3.79 (top quartile).
Sharpe: 0.60 (upper mid).
Information ratio: 0.98 (top quartile).

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	₹341.746 ↑ 5.48	₹8,819	150	-3.8	-0.6	11.9	18.1	15.1	3.7
JM Value Fund Growth	₹88.2276 ↑ 1.52	₹885	500	-6.6	-9.6	3.1	16.9	15.4	-4.4
HDFC Capital Builder Value Fund Growth	₹727.431 ↑ 9.23	₹7,487	300	-4.3	-1.3	13.9	18.5	15	8.6
Aditya Birla Sun Life Pure Value Fund Growth	₹122.939 ↑ 1.90	₹6,246	1,000	-2.5	1	12.1	19.3	15.2	2.6
Templeton India Value Fund Growth	₹699.897 ↑ 7.04	₹2,265	500	-4	-1.2	9	16.3	16.2	6.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Mar 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Tata Equity PE Fund	JM Value Fund	HDFC Capital Builder Value Fund	Aditya Birla Sun Life Pure Value Fund	Templeton India Value Fund
Point 1	Highest AUM (₹8,819 Cr).	Bottom quartile AUM (₹885 Cr).	Upper mid AUM (₹7,487 Cr).	Lower mid AUM (₹6,246 Cr).	Bottom quartile AUM (₹2,265 Cr).
Point 2	Established history (21+ yrs).	Established history (28+ yrs).	Oldest track record among peers (32 yrs).	Established history (17+ yrs).	Established history (29+ 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: 15.10% (bottom quartile).	5Y return: 15.37% (upper mid).	5Y return: 15.02% (bottom quartile).	5Y return: 15.19% (lower mid).	5Y return: 16.22% (top quartile).
Point 6	3Y return: 18.13% (lower mid).	3Y return: 16.92% (bottom quartile).	3Y return: 18.50% (upper mid).	3Y return: 19.30% (top quartile).	3Y return: 16.27% (bottom quartile).
Point 7	1Y return: 11.87% (lower mid).	1Y return: 3.07% (bottom quartile).	1Y return: 13.90% (top quartile).	1Y return: 12.06% (upper mid).	1Y return: 9.04% (bottom quartile).
Point 8	Alpha: 0.27 (upper mid).	Alpha: -9.27 (bottom quartile).	Alpha: 2.68 (top quartile).	Alpha: -1.64 (bottom quartile).	Alpha: -0.11 (lower mid).
Point 9	Sharpe: 0.22 (upper mid).	Sharpe: -0.40 (bottom quartile).	Sharpe: 0.39 (top quartile).	Sharpe: 0.10 (bottom quartile).	Sharpe: 0.18 (lower mid).
Point 10	Information ratio: 0.89 (upper mid).	Information ratio: 0.35 (bottom quartile).	Information ratio: 1.10 (top quartile).	Information ratio: 0.57 (lower mid).	Information ratio: 0.32 (bottom quartile).

Tata Equity PE Fund

Highest AUM (₹8,819 Cr).
Established history (21+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 15.10% (bottom quartile).
3Y return: 18.13% (lower mid).
1Y return: 11.87% (lower mid).
Alpha: 0.27 (upper mid).
Sharpe: 0.22 (upper mid).
Information ratio: 0.89 (upper mid).

JM Value Fund

Bottom quartile AUM (₹885 Cr).
Established history (28+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 15.37% (upper mid).
3Y return: 16.92% (bottom quartile).
1Y return: 3.07% (bottom quartile).
Alpha: -9.27 (bottom quartile).
Sharpe: -0.40 (bottom quartile).
Information ratio: 0.35 (bottom quartile).

HDFC Capital Builder Value Fund

Upper mid AUM (₹7,487 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 15.02% (bottom quartile).
3Y return: 18.50% (upper mid).
1Y return: 13.90% (top quartile).
Alpha: 2.68 (top quartile).
Sharpe: 0.39 (top quartile).
Information ratio: 1.10 (top quartile).

Aditya Birla Sun Life Pure Value Fund

Lower mid AUM (₹6,246 Cr).
Established history (17+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.19% (lower mid).
3Y return: 19.30% (top quartile).
1Y return: 12.06% (upper mid).
Alpha: -1.64 (bottom quartile).
Sharpe: 0.10 (bottom quartile).
Information ratio: 0.57 (lower mid).

Templeton India Value Fund

Bottom quartile AUM (₹2,265 Cr).
Established history (29+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.22% (top quartile).
3Y return: 16.27% (bottom quartile).
1Y return: 9.04% (bottom quartile).
Alpha: -0.11 (lower mid).
Sharpe: 0.18 (lower mid).
Information ratio: 0.32 (bottom quartile).

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	₹52.5 ↑ 0.52	₹6,371	100	-3	-0.2	13	21.4	20.6	11.8
Templeton India Equity Income Fund Growth	₹134.037 ↓ -2.85	₹2,417	500	-3.1	-0.8	3.1	14.9	16.1	1.7
UTI Dividend Yield Fund Growth	₹174.831 ↑ 2.34	₹3,880	500	-2.8	-1.4	10.4	18.8	15.6	5.3
Aditya Birla Sun Life Dividend Yield Fund Growth	₹440.29 ↓ -6.91	₹1,524	1,000	-2.4	1	8.4	17.6	17.6	2.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Mar 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 (₹6,371 Cr).	Lower mid AUM (₹2,417 Cr).	Upper mid AUM (₹3,880 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 (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: 20.59% (top quartile).	5Y return: 16.15% (lower mid).	5Y return: 15.62% (bottom quartile).	5Y return: 17.55% (upper mid).
Point 6	3Y return: 21.36% (top quartile).	3Y return: 14.91% (bottom quartile).	3Y return: 18.82% (upper mid).	3Y return: 17.59% (lower mid).
Point 7	1Y return: 13.00% (top quartile).	1Y return: 3.11% (bottom quartile).	1Y return: 10.41% (upper mid).	1Y return: 8.45% (lower mid).
Point 8	Alpha: 2.58 (top quartile).	Alpha: -2.96 (bottom quartile).	Alpha: -0.84 (lower mid).	Alpha: -0.11 (upper mid).
Point 9	Sharpe: 0.41 (top quartile).	Sharpe: -0.12 (bottom quartile).	Sharpe: 0.13 (lower mid).	Sharpe: 0.17 (upper mid).
Point 10	Information ratio: 1.29 (top quartile).	Information ratio: 0.09 (bottom quartile).	Information ratio: 0.82 (upper mid).	Information ratio: 0.52 (lower mid).

ICICI Prudential Dividend Yield Equity Fund

Highest AUM (₹6,371 Cr).
Established history (11+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 20.59% (top quartile).
3Y return: 21.36% (top quartile).
1Y return: 13.00% (top quartile).
Alpha: 2.58 (top quartile).
Sharpe: 0.41 (top quartile).
Information ratio: 1.29 (top quartile).

Templeton India Equity Income Fund

Lower mid AUM (₹2,417 Cr).
Established history (19+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 16.15% (lower mid).
3Y return: 14.91% (bottom quartile).
1Y return: 3.11% (bottom quartile).
Alpha: -2.96 (bottom quartile).
Sharpe: -0.12 (bottom quartile).
Information ratio: 0.09 (bottom quartile).

UTI Dividend Yield Fund

Upper mid AUM (₹3,880 Cr).
Established history (20+ yrs).
Rating: 1★ (lower mid).
Risk profile: Moderately High.
5Y return: 15.62% (bottom quartile).
3Y return: 18.82% (upper mid).
1Y return: 10.41% (upper mid).
Alpha: -0.84 (lower mid).
Sharpe: 0.13 (lower mid).
Information ratio: 0.82 (upper mid).

Aditya Birla Sun Life Dividend Yield Fund

Bottom quartile AUM (₹1,524 Cr).
Oldest track record among peers (23 yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 17.55% (upper mid).
3Y return: 17.59% (lower mid).
1Y return: 8.45% (lower mid).
Alpha: -0.11 (upper mid).
Sharpe: 0.17 (upper mid).
Information ratio: 0.52 (lower mid).

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