Best Mutual Funds to Invest in for Long Term

Updated on November 20, 2025 , 2103 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

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	₹87.275 ↓ -0.64	₹56,040	500	2.8	5.2	12.7	17	17.4	16.5
Mirae Asset India Equity Fund Growth	₹117.437 ↓ -0.51	₹41,088	1,000	3.2	6.2	11.6	13.4	15.4	12.7
Motilal Oswal Multicap 35 Fund Growth	₹62.2781 ↓ -0.82	₹14,319	500	0.6	4.2	5.1	22.3	17.4	45.7
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	₹1,872.95 ↓ -14.32	₹24,443	100	4	6.9	12.2	17.8	18.1	18.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Nov 25

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 (₹56,040 Cr).	Upper mid AUM (₹41,088 Cr).	Bottom quartile AUM (₹14,319 Cr).	Bottom quartile AUM (₹588 Cr).	Lower mid AUM (₹24,443 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: 17.36% (lower mid).	5Y return: 15.43% (bottom quartile).	5Y return: 17.37% (upper mid).	5Y return: 13.57% (bottom quartile).	5Y return: 18.15% (top quartile).
Point 6	3Y return: 17.05% (bottom quartile).	3Y return: 13.45% (bottom quartile).	3Y return: 22.34% (top quartile).	3Y return: 17.28% (lower mid).	3Y return: 17.76% (upper mid).
Point 7	1Y return: 12.68% (upper mid).	1Y return: 11.65% (bottom quartile).	1Y return: 5.09% (bottom quartile).	1Y return: 19.34% (top quartile).	1Y return: 12.20% (lower mid).
Point 8	Alpha: 3.08 (top quartile).	Alpha: 0.62 (lower mid).	Alpha: 0.60 (bottom quartile).	Alpha: 0.00 (bottom quartile).	Alpha: 1.88 (upper mid).
Point 9	Sharpe: 0.23 (upper mid).	Sharpe: 0.12 (bottom quartile).	Sharpe: 0.05 (bottom quartile).	Sharpe: 2.86 (top quartile).	Sharpe: 0.15 (lower mid).
Point 10	Information ratio: 0.01 (lower mid).	Information ratio: -0.43 (bottom quartile).	Information ratio: 0.57 (top quartile).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.52 (upper mid).

Kotak Standard Multicap Fund

Highest AUM (₹56,040 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 17.36% (lower mid).
3Y return: 17.05% (bottom quartile).
1Y return: 12.68% (upper mid).
Alpha: 3.08 (top quartile).
Sharpe: 0.23 (upper mid).
Information ratio: 0.01 (lower mid).

Mirae Asset India Equity Fund

Upper mid AUM (₹41,088 Cr).
Established history (17+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 15.43% (bottom quartile).
3Y return: 13.45% (bottom quartile).
1Y return: 11.65% (bottom quartile).
Alpha: 0.62 (lower mid).
Sharpe: 0.12 (bottom quartile).
Information ratio: -0.43 (bottom quartile).

Motilal Oswal Multicap 35 Fund

Bottom quartile AUM (₹14,319 Cr).
Established history (11+ yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately High.
5Y return: 17.37% (upper mid).
3Y return: 22.34% (top quartile).
1Y return: 5.09% (bottom quartile).
Alpha: 0.60 (bottom quartile).
Sharpe: 0.05 (bottom quartile).
Information ratio: 0.57 (top quartile).

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% (bottom 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 (₹24,443 Cr).
Oldest track record among peers (27 yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 18.15% (top quartile).
3Y return: 17.76% (upper mid).
1Y return: 12.20% (lower mid).
Alpha: 1.88 (upper mid).
Sharpe: 0.15 (lower mid).
Information ratio: 0.52 (upper mid).

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 (%)
Bandhan Tax Advantage (ELSS) Fund Growth	₹157.453 ↓ -0.83	₹7,215	500	3.3	5.7	8.5	15.9	21.4	13.1
Tata India Tax Savings Fund Growth	₹46.0141 ↓ -0.39	₹4,717	500	4.2	5.7	8	15.6	18	19.5
Aditya Birla Sun Life Tax Relief '96 Growth	₹62.41 ↓ -0.46	₹15,682	500	1.4	6.9	11.3	15	12.9	16.4
DSP Tax Saver Fund Growth	₹143.494 ↓ -0.93	₹17,241	500	3.5	4.1	8.6	19.8	21.4	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 21 Nov 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	Bandhan Tax Advantage (ELSS) Fund	Tata India Tax Savings Fund	Aditya Birla Sun Life Tax Relief '96	DSP Tax Saver Fund	HDFC Long Term Advantage Fund
Point 1	Lower mid AUM (₹7,215 Cr).	Bottom quartile AUM (₹4,717 Cr).	Upper mid AUM (₹15,682 Cr).	Highest AUM (₹17,241 Cr).	Bottom quartile AUM (₹1,318 Cr).
Point 2	Established history (16+ yrs).	Established history (11+ 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: 21.42% (top quartile).	5Y return: 18.03% (lower mid).	5Y return: 12.86% (bottom quartile).	5Y return: 21.37% (upper mid).	5Y return: 17.39% (bottom quartile).
Point 6	3Y return: 15.89% (lower mid).	3Y return: 15.61% (bottom quartile).	3Y return: 14.96% (bottom quartile).	3Y return: 19.84% (upper mid).	3Y return: 20.64% (top quartile).
Point 7	1Y return: 8.52% (bottom quartile).	1Y return: 7.95% (bottom quartile).	1Y return: 11.31% (upper mid).	1Y return: 8.60% (lower mid).	1Y return: 35.51% (top quartile).
Point 8	Alpha: -1.66 (lower mid).	Alpha: -2.94 (bottom quartile).	Alpha: 1.25 (upper mid).	Alpha: -2.28 (bottom quartile).	Alpha: 1.75 (top quartile).
Point 9	Sharpe: -0.14 (lower mid).	Sharpe: -0.18 (bottom quartile).	Sharpe: 0.11 (upper mid).	Sharpe: -0.15 (bottom quartile).	Sharpe: 2.27 (top quartile).
Point 10	Information ratio: -0.27 (lower mid).	Information ratio: -0.35 (bottom quartile).	Information ratio: -0.61 (bottom quartile).	Information ratio: 0.80 (top quartile).	Information ratio: -0.15 (upper mid).

Bandhan Tax Advantage (ELSS) Fund

Lower mid AUM (₹7,215 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 21.42% (top quartile).
3Y return: 15.89% (lower mid).
1Y return: 8.52% (bottom quartile).
Alpha: -1.66 (lower mid).
Sharpe: -0.14 (lower mid).
Information ratio: -0.27 (lower mid).

Tata India Tax Savings Fund

Bottom quartile AUM (₹4,717 Cr).
Established history (11+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 18.03% (lower mid).
3Y return: 15.61% (bottom quartile).
1Y return: 7.95% (bottom quartile).
Alpha: -2.94 (bottom quartile).
Sharpe: -0.18 (bottom quartile).
Information ratio: -0.35 (bottom quartile).

Aditya Birla Sun Life Tax Relief '96

Upper mid AUM (₹15,682 Cr).
Established history (17+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 12.86% (bottom quartile).
3Y return: 14.96% (bottom quartile).
1Y return: 11.31% (upper mid).
Alpha: 1.25 (upper mid).
Sharpe: 0.11 (upper mid).
Information ratio: -0.61 (bottom quartile).

DSP Tax Saver Fund

Highest AUM (₹17,241 Cr).
Established history (18+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 21.37% (upper mid).
3Y return: 19.84% (upper mid).
1Y return: 8.60% (lower mid).
Alpha: -2.28 (bottom quartile).
Sharpe: -0.15 (bottom quartile).
Information ratio: 0.80 (top quartile).

HDFC Long Term Advantage Fund

Bottom quartile AUM (₹1,318 Cr).
Oldest track record among peers (24 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 17.39% (bottom quartile).
3Y return: 20.64% (top quartile).
1Y return: 35.51% (top quartile).
Alpha: 1.75 (top quartile).
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 (%)
ICICI Prudential Bluechip Fund Growth	₹115.6 ↓ -0.35	₹75,863	100	3.6	6.3	12.4	18.5	20	16.9
Nippon India Large Cap Fund Growth	₹93.735 ↓ -0.66	₹48,871	100	1.9	5.9	11.2	19.4	22.4	18.2
Aditya Birla Sun Life Frontline Equity Fund Growth	₹544.76 ↓ -3.44	₹31,016	100	2.7	5.1	10.5	15.6	17.4	15.6
SBI Bluechip Fund Growth	₹95.1094 ↓ -0.57	₹54,688	500	2.3	4.3	9.7	14.3	16.4	12.5
Indiabulls Blue Chip Fund Growth	₹44.39 ↓ -0.28	₹132	500	2.7	6.3	9.4	13.9	14	12.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Nov 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	ICICI Prudential Bluechip Fund	Nippon India Large Cap Fund	Aditya Birla Sun Life Frontline Equity Fund	SBI Bluechip Fund	Indiabulls Blue Chip Fund
Point 1	Highest AUM (₹75,863 Cr).	Lower mid AUM (₹48,871 Cr).	Bottom quartile AUM (₹31,016 Cr).	Upper mid AUM (₹54,688 Cr).	Bottom quartile AUM (₹132 Cr).
Point 2	Established history (17+ yrs).	Established history (18+ yrs).	Oldest track record among peers (23 yrs).	Established history (19+ 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: 20.00% (upper mid).	5Y return: 22.45% (top quartile).	5Y return: 17.43% (lower mid).	5Y return: 16.42% (bottom quartile).	5Y return: 14.04% (bottom quartile).
Point 6	3Y return: 18.51% (upper mid).	3Y return: 19.43% (top quartile).	3Y return: 15.65% (lower mid).	3Y return: 14.27% (bottom quartile).	3Y return: 13.88% (bottom quartile).
Point 7	1Y return: 12.36% (top quartile).	1Y return: 11.18% (upper mid).	1Y return: 10.51% (lower mid).	1Y return: 9.72% (bottom quartile).	1Y return: 9.36% (bottom quartile).
Point 8	Alpha: 0.55 (top quartile).	Alpha: 0.46 (upper mid).	Alpha: -0.50 (lower mid).	Alpha: -1.46 (bottom quartile).	Alpha: -1.46 (bottom quartile).
Point 9	Sharpe: 0.12 (upper mid).	Sharpe: 0.15 (top quartile).	Sharpe: 0.03 (lower mid).	Sharpe: 0.00 (bottom quartile).	Sharpe: -0.04 (bottom quartile).
Point 10	Information ratio: 1.23 (upper mid).	Information ratio: 1.44 (top quartile).	Information ratio: 0.56 (lower mid).	Information ratio: -0.36 (bottom quartile).	Information ratio: -0.13 (bottom quartile).

ICICI Prudential Bluechip Fund

Highest AUM (₹75,863 Cr).
Established history (17+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 20.00% (upper mid).
3Y return: 18.51% (upper mid).
1Y return: 12.36% (top quartile).
Alpha: 0.55 (top quartile).
Sharpe: 0.12 (upper mid).
Information ratio: 1.23 (upper mid).

Nippon India Large Cap Fund

Lower mid AUM (₹48,871 Cr).
Established history (18+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 22.45% (top quartile).
3Y return: 19.43% (top quartile).
1Y return: 11.18% (upper mid).
Alpha: 0.46 (upper mid).
Sharpe: 0.15 (top quartile).
Information ratio: 1.44 (top quartile).

Aditya Birla Sun Life Frontline Equity Fund

Bottom quartile AUM (₹31,016 Cr).
Oldest track record among peers (23 yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 17.43% (lower mid).
3Y return: 15.65% (lower mid).
1Y return: 10.51% (lower mid).
Alpha: -0.50 (lower mid).
Sharpe: 0.03 (lower mid).
Information ratio: 0.56 (lower mid).

SBI Bluechip Fund

Upper mid AUM (₹54,688 Cr).
Established history (19+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.42% (bottom quartile).
3Y return: 14.27% (bottom quartile).
1Y return: 9.72% (bottom quartile).
Alpha: -1.46 (bottom quartile).
Sharpe: 0.00 (bottom quartile).
Information ratio: -0.36 (bottom quartile).

Indiabulls Blue Chip Fund

Bottom quartile AUM (₹132 Cr).
Established history (13+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 14.04% (bottom quartile).
3Y return: 13.88% (bottom quartile).
1Y return: 9.36% (bottom quartile).
Alpha: -1.46 (bottom quartile).
Sharpe: -0.04 (bottom quartile).
Information ratio: -0.13 (bottom quartile).

Best Mid Cap Funds

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Sundaram Mid Cap Fund Growth	₹1,431.38 ↓ -16.41	₹13,236	100	2.5	7.8	8.7	24.8	24.8	32
Kotak Emerging Equity Scheme Growth	₹136.486 ↓ -2.02	₹60,385	1,000	-0.8	7.3	6.3	21.6	24.5	33.6
Taurus Discovery (Midcap) Fund Growth	₹123.05 ↓ -1.18	₹133	1,000	0.4	4.1	6	18	19.3	11.3
HDFC Mid-Cap Opportunities Fund Growth	₹202.309 ↓ -2.15	₹89,383	300	4	8.4	11.6	26.1	27.4	28.6
Edelweiss Mid Cap Fund Growth	₹103.477 ↓ -1.19	₹12,647	500	1.6	6.9	8.2	25.3	26.9	38.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Nov 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	Sundaram Mid Cap Fund	Kotak Emerging Equity Scheme	Taurus Discovery (Midcap) Fund	HDFC Mid-Cap Opportunities Fund	Edelweiss Mid Cap Fund
Point 1	Lower mid AUM (₹13,236 Cr).	Upper mid AUM (₹60,385 Cr).	Bottom quartile AUM (₹133 Cr).	Highest AUM (₹89,383 Cr).	Bottom quartile AUM (₹12,647 Cr).
Point 2	Established history (23+ yrs).	Established history (18+ yrs).	Oldest track record among peers (31 yrs).	Established history (18+ yrs).	Established history (17+ 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: Moderately High.	Risk profile: High.
Point 5	5Y return: 24.84% (lower mid).	5Y return: 24.51% (bottom quartile).	5Y return: 19.27% (bottom quartile).	5Y return: 27.41% (top quartile).	5Y return: 26.94% (upper mid).
Point 6	3Y return: 24.80% (lower mid).	3Y return: 21.62% (bottom quartile).	3Y return: 17.98% (bottom quartile).	3Y return: 26.08% (top quartile).	3Y return: 25.35% (upper mid).
Point 7	1Y return: 8.68% (upper mid).	1Y return: 6.29% (bottom quartile).	1Y return: 6.04% (bottom quartile).	1Y return: 11.57% (top quartile).	1Y return: 8.23% (lower mid).
Point 8	Alpha: -0.05 (lower mid).	Alpha: 0.23 (upper mid).	Alpha: -3.99 (bottom quartile).	Alpha: 1.17 (top quartile).	Alpha: -0.23 (bottom quartile).
Point 9	Sharpe: 0.08 (lower mid).	Sharpe: 0.09 (upper mid).	Sharpe: -0.13 (bottom quartile).	Sharpe: 0.15 (top quartile).	Sharpe: 0.07 (bottom quartile).
Point 10	Information ratio: 0.16 (lower mid).	Information ratio: -0.28 (bottom quartile).	Information ratio: -1.20 (bottom quartile).	Information ratio: 0.61 (top quartile).	Information ratio: 0.18 (upper mid).

Sundaram Mid Cap Fund

Lower mid AUM (₹13,236 Cr).
Established history (23+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 24.84% (lower mid).
3Y return: 24.80% (lower mid).
1Y return: 8.68% (upper mid).
Alpha: -0.05 (lower mid).
Sharpe: 0.08 (lower mid).
Information ratio: 0.16 (lower mid).

Kotak Emerging Equity Scheme

Upper mid AUM (₹60,385 Cr).
Established history (18+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 24.51% (bottom quartile).
3Y return: 21.62% (bottom quartile).
1Y return: 6.29% (bottom quartile).
Alpha: 0.23 (upper mid).
Sharpe: 0.09 (upper mid).
Information ratio: -0.28 (bottom quartile).

Taurus Discovery (Midcap) Fund

Bottom quartile AUM (₹133 Cr).
Oldest track record among peers (31 yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 19.27% (bottom quartile).
3Y return: 17.98% (bottom quartile).
1Y return: 6.04% (bottom quartile).
Alpha: -3.99 (bottom quartile).
Sharpe: -0.13 (bottom quartile).
Information ratio: -1.20 (bottom quartile).

HDFC Mid-Cap Opportunities Fund

Highest AUM (₹89,383 Cr).
Established history (18+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 27.41% (top quartile).
3Y return: 26.08% (top quartile).
1Y return: 11.57% (top quartile).
Alpha: 1.17 (top quartile).
Sharpe: 0.15 (top quartile).
Information ratio: 0.61 (top quartile).

Edelweiss Mid Cap Fund

Bottom quartile AUM (₹12,647 Cr).
Established history (17+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 26.94% (upper mid).
3Y return: 25.35% (upper mid).
1Y return: 8.23% (lower mid).
Alpha: -0.23 (bottom quartile).
Sharpe: 0.07 (bottom quartile).
Information ratio: 0.18 (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	₹86.1616 ↓ -1.19	₹5,127	1,000	1	4.6	1.9	18.7	21.1	21.5
SBI Small Cap Fund Growth	₹169.267 ↓ -1.59	₹36,945	500	-3.1	1.7	-1.7	13.9	21.2	24.1
HDFC Small Cap Fund Growth	₹140.593 ↓ -1.47	₹38,412	300	-1.5	5.8	5.6	21.9	27.8	20.4
DSP Small Cap Fund Growth	₹194.948 ↓ -2.50	₹16,868	500	-1	4.8	3.2	20.4	24.7	25.6
Nippon India Small Cap Fund Growth	₹168.174 ↓ -2.07	₹68,969	100	-0.7	2.7	0.2	22.1	30.1	26.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Nov 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 (₹5,127 Cr).	Lower mid AUM (₹36,945 Cr).	Upper mid AUM (₹38,412 Cr).	Bottom quartile AUM (₹16,868 Cr).	Highest AUM (₹68,969 Cr).
Point 2	Oldest track record among peers (18 yrs).	Established history (16+ yrs).	Established history (17+ yrs).	Established history (18+ 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: 21.13% (bottom quartile).	5Y return: 21.20% (bottom quartile).	5Y return: 27.80% (upper mid).	5Y return: 24.65% (lower mid).	5Y return: 30.12% (top quartile).
Point 6	3Y return: 18.73% (bottom quartile).	3Y return: 13.94% (bottom quartile).	3Y return: 21.94% (upper mid).	3Y return: 20.37% (lower mid).	3Y return: 22.10% (top quartile).
Point 7	1Y return: 1.87% (lower mid).	1Y return: -1.74% (bottom quartile).	1Y return: 5.65% (top quartile).	1Y return: 3.19% (upper mid).	1Y return: 0.21% (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: -2.66 (bottom quartile).
Point 9	Sharpe: -0.25 (lower mid).	Sharpe: -0.45 (bottom quartile).	Sharpe: -0.07 (top quartile).	Sharpe: -0.17 (upper mid).	Sharpe: -0.35 (bottom quartile).
Point 10	Information ratio: 0.00 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).	Information ratio: 0.00 (bottom quartile).	Information ratio: -0.11 (bottom quartile).

Aditya Birla Sun Life Small Cap Fund

Bottom quartile AUM (₹5,127 Cr).
Oldest track record among peers (18 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 21.13% (bottom quartile).
3Y return: 18.73% (bottom quartile).
1Y return: 1.87% (lower mid).
Alpha: 0.00 (top quartile).
Sharpe: -0.25 (lower mid).
Information ratio: 0.00 (top quartile).

SBI Small Cap Fund

Lower mid AUM (₹36,945 Cr).
Established history (16+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 21.20% (bottom quartile).
3Y return: 13.94% (bottom quartile).
1Y return: -1.74% (bottom quartile).
Alpha: 0.00 (upper mid).
Sharpe: -0.45 (bottom quartile).
Information ratio: 0.00 (upper mid).

HDFC Small Cap Fund

Upper mid AUM (₹38,412 Cr).
Established history (17+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 27.80% (upper mid).
3Y return: 21.94% (upper mid).
1Y return: 5.65% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.07 (top quartile).
Information ratio: 0.00 (lower mid).

DSP Small Cap Fund

Bottom quartile AUM (₹16,868 Cr).
Established history (18+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 24.65% (lower mid).
3Y return: 20.37% (lower mid).
1Y return: 3.19% (upper mid).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.17 (upper mid).
Information ratio: 0.00 (bottom quartile).

Nippon India Small Cap Fund

Highest AUM (₹68,969 Cr).
Established history (15+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 30.12% (top quartile).
3Y return: 22.10% (top quartile).
1Y return: 0.21% (bottom quartile).
Alpha: -2.66 (bottom quartile).
Sharpe: -0.35 (bottom quartile).
Information ratio: -0.11 (bottom quartile).

Best Sector Funds

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Aditya Birla Sun Life Banking And Financial Services Fund Growth	₹63.88 ↓ -0.68	₹3,606	1,000	5.4	7.2	17.5	16.4	17	8.7
ICICI Prudential Banking and Financial Services Fund Growth	₹138.76 ↓ -1.26	₹10,593	100	2.9	5.6	16.4	16	18	11.6
DSP Natural Resources and New Energy Fund Growth	₹96.656 ↑ 0.09	₹1,474	500	8.2	9.6	11.5	20.6	24.4	13.9
Franklin Build India Fund Growth	₹144.986 ↓ -1.05	₹3,088	500	2	5.1	6.9	26.5	29.6	27.8
Sundaram Rural and Consumption Fund Growth	₹100.565 ↓ -0.27	₹1,643	100	0.7	4.9	6.3	17	18	20.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Nov 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	Aditya Birla Sun Life Banking And Financial Services Fund	ICICI Prudential Banking and Financial Services Fund	DSP Natural Resources and New Energy Fund	Franklin Build India Fund	Sundaram Rural and Consumption Fund
Point 1	Upper mid AUM (₹3,606 Cr).	Highest AUM (₹10,593 Cr).	Bottom quartile AUM (₹1,474 Cr).	Lower mid AUM (₹3,088 Cr).	Bottom quartile AUM (₹1,643 Cr).
Point 2	Established history (11+ yrs).	Established history (17+ yrs).	Established history (17+ yrs).	Established history (16+ yrs).	Oldest track record among peers (19 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: Moderately High.
Point 5	5Y return: 16.99% (bottom quartile).	5Y return: 17.98% (bottom quartile).	5Y return: 24.38% (upper mid).	5Y return: 29.61% (top quartile).	5Y return: 17.98% (lower mid).
Point 6	3Y return: 16.40% (bottom quartile).	3Y return: 15.99% (bottom quartile).	3Y return: 20.64% (upper mid).	3Y return: 26.54% (top quartile).	3Y return: 17.04% (lower mid).
Point 7	1Y return: 17.53% (top quartile).	1Y return: 16.36% (upper mid).	1Y return: 11.53% (lower mid).	1Y return: 6.91% (bottom quartile).	1Y return: 6.32% (bottom quartile).
Point 8	Alpha: -3.75 (bottom quartile).	Alpha: -2.18 (lower mid).	Alpha: 0.00 (top quartile).	Alpha: 0.00 (upper mid).	Alpha: -3.88 (bottom quartile).
Point 9	Sharpe: 0.38 (upper mid).	Sharpe: 0.44 (top quartile).	Sharpe: 0.14 (lower mid).	Sharpe: -0.11 (bottom quartile).	Sharpe: -0.04 (bottom quartile).
Point 10	Information ratio: 0.26 (top quartile).	Information ratio: 0.26 (upper mid).	Information ratio: 0.00 (lower mid).	Information ratio: 0.00 (bottom quartile).	Information ratio: -0.18 (bottom quartile).

Aditya Birla Sun Life Banking And Financial Services Fund

Upper mid AUM (₹3,606 Cr).
Established history (11+ yrs).
Top rated.
Risk profile: High.
5Y return: 16.99% (bottom quartile).
3Y return: 16.40% (bottom quartile).
1Y return: 17.53% (top quartile).
Alpha: -3.75 (bottom quartile).
Sharpe: 0.38 (upper mid).
Information ratio: 0.26 (top quartile).

ICICI Prudential Banking and Financial Services Fund

Highest AUM (₹10,593 Cr).
Established history (17+ yrs).
Rating: 5★ (upper mid).
Risk profile: High.
5Y return: 17.98% (bottom quartile).
3Y return: 15.99% (bottom quartile).
1Y return: 16.36% (upper mid).
Alpha: -2.18 (lower mid).
Sharpe: 0.44 (top quartile).
Information ratio: 0.26 (upper mid).

DSP Natural Resources and New Energy Fund

Bottom quartile AUM (₹1,474 Cr).
Established history (17+ yrs).
Rating: 5★ (lower mid).
Risk profile: High.
5Y return: 24.38% (upper mid).
3Y return: 20.64% (upper mid).
1Y return: 11.53% (lower mid).
Alpha: 0.00 (top quartile).
Sharpe: 0.14 (lower mid).
Information ratio: 0.00 (lower mid).

Franklin Build India Fund

Lower mid AUM (₹3,088 Cr).
Established history (16+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: High.
5Y return: 29.61% (top quartile).
3Y return: 26.54% (top quartile).
1Y return: 6.91% (bottom quartile).
Alpha: 0.00 (upper mid).
Sharpe: -0.11 (bottom quartile).
Information ratio: 0.00 (bottom quartile).

Sundaram Rural and Consumption Fund

Bottom quartile AUM (₹1,643 Cr).
Oldest track record among peers (19 yrs).
Rating: 5★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 17.98% (lower mid).
3Y return: 17.04% (lower mid).
1Y return: 6.32% (bottom quartile).
Alpha: -3.88 (bottom quartile).
Sharpe: -0.04 (bottom quartile).
Information ratio: -0.18 (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	₹55.67 ↓ -0.53	₹12,581	500	-0.1	3	7.5	11.6	10.4	14.8
Aditya Birla Sun Life Focused Equity Fund Growth	₹147.649 ↓ -0.81	₹8,062	1,000	4.6	5.7	10.3	16.6	17.2	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	₹239.35 ↓ -1.36	₹25,140	300	2.7	6.1	12.4	21.5	26.7	24
Franklin India Focused Equity Fund Growth	₹111.213 ↓ -0.72	₹12,669	500	1.4	6.1	8.5	16.1	21	19.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Nov 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	Franklin India Focused Equity Fund
Point 1	Lower mid AUM (₹12,581 Cr).	Bottom quartile AUM (₹8,062 Cr).	Bottom quartile AUM (₹1,354 Cr).	Highest AUM (₹25,140 Cr).	Upper mid AUM (₹12,669 Cr).
Point 2	Established history (13+ yrs).	Established history (20+ yrs).	Oldest track record among peers (23 yrs).	Established history (21+ 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: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 10.38% (bottom quartile).	5Y return: 17.18% (bottom quartile).	5Y return: 17.29% (lower mid).	5Y return: 26.71% (top quartile).	5Y return: 20.99% (upper mid).
Point 6	3Y return: 11.62% (bottom quartile).	3Y return: 16.61% (lower mid).	3Y return: 17.03% (upper mid).	3Y return: 21.51% (top quartile).	3Y return: 16.12% (bottom quartile).
Point 7	1Y return: 7.51% (bottom quartile).	1Y return: 10.35% (lower mid).	1Y return: 24.49% (top quartile).	1Y return: 12.45% (upper mid).	1Y return: 8.50% (bottom quartile).
Point 8	Alpha: -0.74 (bottom quartile).	Alpha: 0.24 (upper mid).	Alpha: -5.62 (bottom quartile).	Alpha: 3.49 (top quartile).	Alpha: -0.70 (lower mid).
Point 9	Sharpe: -0.04 (bottom quartile).	Sharpe: 0.04 (lower mid).	Sharpe: 1.85 (top quartile).	Sharpe: 0.38 (upper mid).	Sharpe: -0.04 (bottom quartile).
Point 10	Information ratio: -0.92 (bottom quartile).	Information ratio: -0.11 (upper mid).	Information ratio: -0.52 (bottom quartile).	Information ratio: 1.14 (top quartile).	Information ratio: -0.17 (lower mid).

Axis Focused 25 Fund

Lower mid AUM (₹12,581 Cr).
Established history (13+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 10.38% (bottom quartile).
3Y return: 11.62% (bottom quartile).
1Y return: 7.51% (bottom quartile).
Alpha: -0.74 (bottom quartile).
Sharpe: -0.04 (bottom quartile).
Information ratio: -0.92 (bottom quartile).

Aditya Birla Sun Life Focused Equity Fund

Bottom quartile AUM (₹8,062 Cr).
Established history (20+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.18% (bottom quartile).
3Y return: 16.61% (lower mid).
1Y return: 10.35% (lower mid).
Alpha: 0.24 (upper mid).
Sharpe: 0.04 (lower mid).
Information ratio: -0.11 (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% (lower 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 (bottom quartile).

HDFC Focused 30 Fund

Highest AUM (₹25,140 Cr).
Established history (21+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 26.71% (top quartile).
3Y return: 21.51% (top quartile).
1Y return: 12.45% (upper mid).
Alpha: 3.49 (top quartile).
Sharpe: 0.38 (upper mid).
Information ratio: 1.14 (top quartile).

Franklin India Focused Equity Fund

Upper mid AUM (₹12,669 Cr).
Established history (18+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 20.99% (upper mid).
3Y return: 16.12% (bottom quartile).
1Y return: 8.50% (bottom quartile).
Alpha: -0.70 (lower mid).
Sharpe: -0.04 (bottom quartile).
Information ratio: -0.17 (lower mid).

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	₹360.101 ↓ -3.05	₹8,882	150	4.6	6	5.4	19.8	19.9	21.7
JM Value Fund Growth	₹96.9518 ↓ -0.78	₹1,012	500	-0.4	0.2	-0.7	22.1	22.4	25.1
HDFC Capital Builder Value Fund Growth	₹770.358 ↓ -4.96	₹7,609	300	3.7	6.7	10.7	19.2	21	20.7
Templeton India Value Fund Growth	₹732.656 ↓ -4.49	₹2,260	500	2.4	3.5	6.3	17.4	24.2	15.2
Bandhan Sterling Value Fund Growth	₹151.757 ↓ -0.84	₹10,302	100	3.1	4.1	5.9	18.2	25	18
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Nov 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	Tata Equity PE Fund	JM Value Fund	HDFC Capital Builder Value Fund	Templeton India Value Fund	Bandhan Sterling Value Fund
Point 1	Upper mid AUM (₹8,882 Cr).	Bottom quartile AUM (₹1,012 Cr).	Lower mid AUM (₹7,609 Cr).	Bottom quartile AUM (₹2,260 Cr).	Highest AUM (₹10,302 Cr).
Point 2	Established history (21+ yrs).	Established history (28+ yrs).	Oldest track record among peers (31 yrs).	Established history (29+ yrs).	Established history (17+ 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: 19.90% (bottom quartile).	5Y return: 22.43% (lower mid).	5Y return: 20.99% (bottom quartile).	5Y return: 24.23% (upper mid).	5Y return: 25.01% (top quartile).
Point 6	3Y return: 19.82% (upper mid).	3Y return: 22.05% (top quartile).	3Y return: 19.22% (lower mid).	3Y return: 17.40% (bottom quartile).	3Y return: 18.25% (bottom quartile).
Point 7	1Y return: 5.39% (bottom quartile).	1Y return: -0.68% (bottom quartile).	1Y return: 10.74% (top quartile).	1Y return: 6.33% (upper mid).	1Y return: 5.88% (lower mid).
Point 8	Alpha: -5.82 (bottom quartile).	Alpha: -9.82 (bottom quartile).	Alpha: 0.21 (top quartile).	Alpha: -4.59 (lower mid).	Alpha: -4.18 (upper mid).
Point 9	Sharpe: -0.35 (lower mid).	Sharpe: -0.57 (bottom quartile).	Sharpe: 0.03 (top quartile).	Sharpe: -0.35 (bottom quartile).	Sharpe: -0.35 (upper mid).
Point 10	Information ratio: 0.81 (lower mid).	Information ratio: 0.85 (upper mid).	Information ratio: 1.08 (top quartile).	Information ratio: 0.27 (bottom quartile).	Information ratio: 0.32 (bottom quartile).

Tata Equity PE Fund

Upper mid AUM (₹8,882 Cr).
Established history (21+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 19.90% (bottom quartile).
3Y return: 19.82% (upper mid).
1Y return: 5.39% (bottom quartile).
Alpha: -5.82 (bottom quartile).
Sharpe: -0.35 (lower mid).
Information ratio: 0.81 (lower mid).

JM Value Fund

Bottom quartile AUM (₹1,012 Cr).
Established history (28+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 22.43% (lower mid).
3Y return: 22.05% (top quartile).
1Y return: -0.68% (bottom quartile).
Alpha: -9.82 (bottom quartile).
Sharpe: -0.57 (bottom quartile).
Information ratio: 0.85 (upper mid).

HDFC Capital Builder Value Fund

Lower mid AUM (₹7,609 Cr).
Oldest track record among peers (31 yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 20.99% (bottom quartile).
3Y return: 19.22% (lower mid).
1Y return: 10.74% (top quartile).
Alpha: 0.21 (top quartile).
Sharpe: 0.03 (top quartile).
Information ratio: 1.08 (top quartile).

Templeton India Value Fund

Bottom quartile AUM (₹2,260 Cr).
Established history (29+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 24.23% (upper mid).
3Y return: 17.40% (bottom quartile).
1Y return: 6.33% (upper mid).
Alpha: -4.59 (lower mid).
Sharpe: -0.35 (bottom quartile).
Information ratio: 0.27 (bottom quartile).

Bandhan Sterling Value Fund

Highest AUM (₹10,302 Cr).
Established history (17+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 25.01% (top quartile).
3Y return: 18.25% (bottom quartile).
1Y return: 5.88% (lower mid).
Alpha: -4.18 (upper mid).
Sharpe: -0.35 (upper 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	₹54.94 ↓ -0.25	₹6,232	100	3.7	6.7	12.9	23.5	28	21
Templeton India Equity Income Fund Growth	₹139.648 ↑ 0.36	₹2,417	500	2.1	1.4	2.1	17.5	22.6	20.4
UTI Dividend Yield Fund Growth	₹180.797 ↓ -1.06	₹3,904	500	2	4.7	5	20.9	20.6	24.7
Aditya Birla Sun Life Dividend Yield Fund Growth	₹454.65 ↓ -0.03	₹1,490	1,000	3	4.9	2	19.4	21.3	18.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Nov 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 (₹6,232 Cr).	Lower mid AUM (₹2,417 Cr).	Upper mid AUM (₹3,904 Cr).	Bottom quartile AUM (₹1,490 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: 27.97% (top quartile).	5Y return: 22.56% (upper mid).	5Y return: 20.61% (bottom quartile).	5Y return: 21.32% (lower mid).
Point 6	3Y return: 23.51% (top quartile).	3Y return: 17.47% (bottom quartile).	3Y return: 20.90% (upper mid).	3Y return: 19.39% (lower mid).
Point 7	1Y return: 12.88% (top quartile).	1Y return: 2.12% (lower mid).	1Y return: 4.99% (upper mid).	1Y return: 1.96% (bottom quartile).
Point 8	Alpha: 1.26 (top quartile).	Alpha: -7.03 (lower mid).	Alpha: -4.37 (upper mid).	Alpha: -8.57 (bottom quartile).
Point 9	Sharpe: 0.12 (top quartile).	Sharpe: -0.67 (bottom quartile).	Sharpe: -0.31 (upper mid).	Sharpe: -0.57 (lower mid).
Point 10	Information ratio: 1.43 (top quartile).	Information ratio: 0.27 (bottom quartile).	Information ratio: 0.79 (upper mid).	Information ratio: 0.57 (lower mid).

ICICI Prudential Dividend Yield Equity Fund

Highest AUM (₹6,232 Cr).
Established history (11+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 27.97% (top quartile).
3Y return: 23.51% (top quartile).
1Y return: 12.88% (top quartile).
Alpha: 1.26 (top quartile).
Sharpe: 0.12 (top quartile).
Information ratio: 1.43 (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: 22.56% (upper mid).
3Y return: 17.47% (bottom quartile).
1Y return: 2.12% (lower mid).
Alpha: -7.03 (lower mid).
Sharpe: -0.67 (bottom quartile).
Information ratio: 0.27 (bottom quartile).

UTI Dividend Yield Fund

Upper mid AUM (₹3,904 Cr).
Established history (20+ yrs).
Rating: 1★ (lower mid).
Risk profile: Moderately High.
5Y return: 20.61% (bottom quartile).
3Y return: 20.90% (upper mid).
1Y return: 4.99% (upper mid).
Alpha: -4.37 (upper mid).
Sharpe: -0.31 (upper mid).
Information ratio: 0.79 (upper mid).

Aditya Birla Sun Life Dividend Yield Fund

Bottom quartile AUM (₹1,490 Cr).
Oldest track record among peers (22 yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 21.32% (lower mid).
3Y return: 19.39% (lower mid).
1Y return: 1.96% (bottom quartile).
Alpha: -8.57 (bottom quartile).
Sharpe: -0.57 (lower mid).
Information ratio: 0.57 (lower mid).

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