+91-22-48913909Best 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 (%) Kotak Standard Multicap Fund Growth ₹88.166
↓ -0.05 ₹56,885 500 3.2 1.3 12 17.4 15.5 9.5 Mirae Asset India Equity Fund Growth ₹118.173
↓ -0.10 ₹41,864 1,000 4.2 3.7 11 14.1 13.5 10.2 Motilal Oswal Multicap 35 Fund Growth ₹60.8492
↑ 0.06 ₹14,312 500 -1.4 -3.3 -4 22.9 14.6 -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 ₹1,904.42
↑ 1.19 ₹24,815 100 5.6 5 12.2 19.1 15.9 11.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jan 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 (₹56,885 Cr). Upper mid AUM (₹41,864 Cr). Bottom quartile AUM (₹14,312 Cr). Bottom quartile AUM (₹588 Cr). Lower mid AUM (₹24,815 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: 15.54% (upper mid). 5Y return: 13.49% (bottom quartile). 5Y return: 14.62% (lower mid). 5Y return: 13.57% (bottom quartile). 5Y return: 15.92% (top quartile). Point 6 3Y return: 17.39% (lower mid). 3Y return: 14.14% (bottom quartile). 3Y return: 22.91% (top quartile). 3Y return: 17.28% (bottom quartile). 3Y return: 19.15% (upper mid). Point 7 1Y return: 11.99% (lower mid). 1Y return: 11.00% (bottom quartile). 1Y return: -4.04% (bottom quartile). 1Y return: 19.34% (top quartile). 1Y return: 12.21% (upper mid). Point 8 Alpha: 1.84 (upper mid). Alpha: 0.51 (lower mid). Alpha: -5.55 (bottom quartile). Alpha: 0.00 (bottom quartile). Alpha: 2.65 (top quartile). Point 9 Sharpe: 0.22 (bottom quartile). Sharpe: 0.23 (lower mid). Sharpe: -0.21 (bottom quartile). Sharpe: 2.86 (top quartile). Sharpe: 0.28 (upper mid). Point 10 Information ratio: 0.15 (lower mid). Information ratio: -0.32 (bottom quartile). Information ratio: 0.66 (top quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.60 (upper mid). 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
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 ₹159.026
↓ -0.41 ₹7,327 500 4 2.9 8.5 16.4 18.8 8 Tata India Tax Savings Fund Growth ₹46.576
↓ -0.12 ₹4,795 500 4.8 3.7 6.6 16.5 16.3 4.9 Aditya Birla Sun Life Tax Relief '96 Growth ₹63.13
↑ 0.06 ₹15,691 500 3.5 3.3 11.1 15.8 10.9 9.3 DSP Tax Saver Fund Growth ₹146.693
↑ 0.30 ₹17,570 500 5 3.4 9.4 20.7 19.2 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 6 Jan 26 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 (₹7,327 Cr). Bottom quartile AUM (₹4,795 Cr). Upper mid AUM (₹15,691 Cr). Highest AUM (₹17,570 Cr). Bottom quartile AUM (₹1,318 Cr). Point 2 Established history (17+ yrs). Established history (11+ yrs). Established history (17+ yrs). Established history (18+ 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: 18.78% (upper mid). 5Y return: 16.28% (bottom quartile). 5Y return: 10.92% (bottom quartile). 5Y return: 19.17% (top quartile). 5Y return: 17.39% (lower mid). Point 6 3Y return: 16.39% (bottom quartile). 3Y return: 16.50% (lower mid). 3Y return: 15.82% (bottom quartile). 3Y return: 20.68% (top quartile). 3Y return: 20.64% (upper mid). Point 7 1Y return: 8.48% (bottom quartile). 1Y return: 6.62% (bottom quartile). 1Y return: 11.14% (upper mid). 1Y return: 9.39% (lower mid). 1Y return: 35.51% (top quartile). Point 8 Alpha: -0.17 (lower mid). Alpha: -1.56 (bottom quartile). Alpha: 1.80 (top quartile). Alpha: -0.89 (bottom quartile). Alpha: 1.75 (upper mid). Point 9 Sharpe: 0.06 (lower mid). Sharpe: -0.01 (bottom quartile). Sharpe: 0.23 (upper mid). Sharpe: 0.03 (bottom quartile). Sharpe: 2.27 (top quartile). Point 10 Information ratio: -0.07 (upper mid). Information ratio: -0.21 (bottom quartile). Information ratio: -0.56 (bottom quartile). Information ratio: 0.94 (top quartile). Information ratio: -0.15 (lower mid). 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
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 ₹116.3
↓ -0.13 ₹78,160 100 4.4 4.2 12.3 18.9 17.7 11.3 SBI Bluechip Fund Growth ₹97.3744
↑ 0.22 ₹55,637 500 5.2 3.7 10.9 15.5 14.6 9.7 Aditya Birla Sun Life Frontline Equity Fund Growth ₹551.69
↓ -0.24 ₹31,451 100 4.3 3.1 10.4 16.6 15.4 9.4 Nippon India Large Cap Fund Growth ₹94.383
↓ -0.01 ₹50,312 100 2.6 3.4 9.9 20 19.8 9.2 Indiabulls Blue Chip Fund Growth ₹44.6
↓ -0.05 ₹133 500 3.4 2.9 9 14.7 12.5 7.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jan 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Bluechip Fund SBI Bluechip Fund Aditya Birla Sun Life Frontline Equity Fund Nippon India Large Cap Fund Indiabulls Blue Chip Fund Point 1 Highest AUM (₹78,160 Cr). Upper mid AUM (₹55,637 Cr). Bottom quartile AUM (₹31,451 Cr). Lower mid AUM (₹50,312 Cr). Bottom quartile AUM (₹133 Cr). Point 2 Established history (17+ yrs). Established history (19+ yrs). Oldest track record among peers (23 yrs). Established history (18+ 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: 17.71% (upper mid). 5Y return: 14.56% (bottom quartile). 5Y return: 15.37% (lower mid). 5Y return: 19.81% (top quartile). 5Y return: 12.55% (bottom quartile). Point 6 3Y return: 18.95% (upper mid). 3Y return: 15.49% (bottom quartile). 3Y return: 16.57% (lower mid). 3Y return: 20.00% (top quartile). 3Y return: 14.66% (bottom quartile). Point 7 1Y return: 12.29% (top quartile). 1Y return: 10.93% (upper mid). 1Y return: 10.36% (lower mid). 1Y return: 9.95% (bottom quartile). 1Y return: 8.99% (bottom quartile). Point 8 Alpha: 1.62 (top quartile). Alpha: -0.99 (bottom quartile). Alpha: -0.15 (lower mid). Alpha: -0.13 (upper mid). Alpha: -2.22 (bottom quartile). Point 9 Sharpe: 0.33 (top quartile). Sharpe: 0.16 (bottom quartile). Sharpe: 0.18 (lower mid). Sharpe: 0.22 (upper mid). Sharpe: 0.02 (bottom quartile). Point 10 Information ratio: 1.40 (upper mid). Information ratio: -0.26 (bottom quartile). Information ratio: 0.62 (lower mid). Information ratio: 1.45 (top quartile). Information ratio: -0.22 (bottom quartile). ICICI Prudential Bluechip Fund
SBI Bluechip Fund
Aditya Birla Sun Life Frontline Equity Fund
Nippon India Large Cap 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 (%) Sundaram Mid Cap Fund Growth ₹1,443.52
↓ -2.99 ₹13,345 100 3 3.8 5.8 25.1 22.1 4.1 Taurus Discovery (Midcap) Fund Growth ₹121.68
↑ 0.07 ₹132 1,000 0.2 -2.8 3.8 16.5 16.7 0.8 Kotak Emerging Equity Scheme Growth ₹137.79
↓ -0.21 ₹60,480 1,000 -0.9 1 3.8 21.9 21.9 1.8 HDFC Mid-Cap Opportunities Fund Growth ₹205.176
↓ -0.03 ₹92,169 300 5 3.8 9.2 26 24.9 6.8 Aditya Birla Sun Life Midcap Fund Growth ₹810.87
↓ -2.30 ₹6,278 1,000 3.7 1.9 6 21.9 19.8 4.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jan 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Sundaram Mid Cap Fund Taurus Discovery (Midcap) Fund Kotak Emerging Equity Scheme HDFC Mid-Cap Opportunities Fund Aditya Birla Sun Life Midcap Fund Point 1 Lower mid AUM (₹13,345 Cr). Bottom quartile AUM (₹132 Cr). Upper mid AUM (₹60,480 Cr). Highest AUM (₹92,169 Cr). Bottom quartile AUM (₹6,278 Cr). Point 2 Established history (23+ yrs). Oldest track record among peers (31 yrs). Established history (18+ yrs). Established history (18+ yrs). Established history (23+ 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: Moderately High. Point 5 5Y return: 22.07% (upper mid). 5Y return: 16.67% (bottom quartile). 5Y return: 21.93% (lower mid). 5Y return: 24.90% (top quartile). 5Y return: 19.80% (bottom quartile). Point 6 3Y return: 25.08% (upper mid). 3Y return: 16.50% (bottom quartile). 3Y return: 21.86% (bottom quartile). 3Y return: 26.03% (top quartile). 3Y return: 21.89% (lower mid). Point 7 1Y return: 5.76% (lower mid). 1Y return: 3.80% (bottom quartile). 1Y return: 3.75% (bottom quartile). 1Y return: 9.22% (top quartile). 1Y return: 5.95% (upper mid). Point 8 Alpha: -1.35 (upper mid). Alpha: -6.50 (bottom quartile). Alpha: -3.85 (bottom quartile). Alpha: 1.50 (top quartile). Alpha: -3.78 (lower mid). Point 9 Sharpe: 0.09 (upper mid). Sharpe: -0.18 (bottom quartile). Sharpe: -0.03 (lower mid). Sharpe: 0.26 (top quartile). Sharpe: -0.06 (bottom quartile). Point 10 Information ratio: 0.15 (upper mid). Information ratio: -1.46 (bottom quartile). Information ratio: -0.40 (lower mid). Information ratio: 0.52 (top quartile). Information ratio: -0.80 (bottom quartile). Sundaram Mid Cap Fund
Taurus Discovery (Midcap) Fund
Kotak Emerging Equity Scheme
HDFC Mid-Cap Opportunities Fund
Aditya Birla Sun Life Midcap 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 ₹85.6861
↓ -0.38 ₹5,049 1,000 1.3 -2.2 -1.2 18.2 17.5 -3.7 SBI Small Cap Fund Growth ₹168.613
↓ -0.59 ₹36,272 500 -1.7 -3.9 -3.9 14.4 17.9 -4.9 HDFC Small Cap Fund Growth ₹139.247
↓ -0.62 ₹38,020 300 -1.8 -2.2 1.2 20.4 24.1 -0.6 DSP Small Cap Fund Growth ₹198.408
↓ -0.66 ₹17,010 500 2.3 -1.9 0.2 20.5 22.1 -2.8 Nippon India Small Cap Fund Growth ₹166.867
↓ -0.75 ₹68,572 100 -1.1 -3.8 -2.8 21.7 26.4 -4.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jan 26 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 (₹5,049 Cr). Lower mid AUM (₹36,272 Cr). Upper mid AUM (₹38,020 Cr). Bottom quartile AUM (₹17,010 Cr). Highest AUM (₹68,572 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: 17.52% (bottom quartile). 5Y return: 17.92% (bottom quartile). 5Y return: 24.08% (upper mid). 5Y return: 22.13% (lower mid). 5Y return: 26.44% (top quartile). Point 6 3Y return: 18.24% (bottom quartile). 3Y return: 14.42% (bottom quartile). 3Y return: 20.43% (lower mid). 3Y return: 20.50% (upper mid). 3Y return: 21.72% (top quartile). Point 7 1Y return: -1.21% (lower mid). 1Y return: -3.93% (bottom quartile). 1Y return: 1.19% (top quartile). 1Y return: 0.16% (upper mid). 1Y return: -2.78% (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: -1.19 (bottom quartile). Point 9 Sharpe: -0.28 (lower mid). Sharpe: -0.54 (bottom quartile). Sharpe: -0.18 (upper mid). Sharpe: -0.16 (top quartile). Sharpe: -0.40 (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: 0.05 (top 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 (%) Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹65.39
↑ 0.27 ₹3,708 1,000 7.1 5.4 20 17 15.1 17.5 ICICI Prudential Banking and Financial Services Fund Growth ₹140.84
↑ 0.74 ₹11,085 100 4.8 3.8 18.5 15.9 15.6 15.9 DSP Natural Resources and New Energy Fund Growth ₹102.004
↓ -0.18 ₹1,467 500 8.1 12.2 17.1 20.9 22 17.5 Franklin Build India Fund Growth ₹144.516
↓ -1.04 ₹3,068 500 1.7 0.8 6.3 26.5 26.1 3.7 Sundaram Rural and Consumption Fund Growth ₹97.6045
↓ -0.41 ₹1,628 100 -1.3 -0.6 -1.2 16.3 14.9 -0.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jan 26 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 (₹3,708 Cr). Highest AUM (₹11,085 Cr). Bottom quartile AUM (₹1,467 Cr). Lower mid AUM (₹3,068 Cr). Bottom quartile AUM (₹1,628 Cr). Point 2 Established history (12+ 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: 15.07% (bottom quartile). 5Y return: 15.61% (lower mid). 5Y return: 22.02% (upper mid). 5Y return: 26.14% (top quartile). 5Y return: 14.86% (bottom quartile). Point 6 3Y return: 17.05% (lower mid). 3Y return: 15.91% (bottom quartile). 3Y return: 20.94% (upper mid). 3Y return: 26.53% (top quartile). 3Y return: 16.28% (bottom quartile). Point 7 1Y return: 19.98% (top quartile). 1Y return: 18.51% (upper mid). 1Y return: 17.12% (lower mid). 1Y return: 6.32% (bottom quartile). 1Y return: -1.16% (bottom quartile). Point 8 Alpha: -2.82 (bottom quartile). Alpha: -0.89 (lower mid). Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: -7.12 (bottom quartile). Point 9 Sharpe: 0.63 (upper mid). Sharpe: 0.74 (top quartile). Sharpe: 0.10 (lower mid). Sharpe: -0.16 (bottom quartile). Sharpe: -0.22 (bottom quartile). Point 10 Information ratio: 0.29 (top quartile). Information ratio: 0.23 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: -0.32 (bottom quartile). 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
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 ₹54.88
↑ 0.10 ₹12,445 500 -0.2 -1.5 3.6 12.8 7.7 2.5 Aditya Birla Sun Life Focused Equity Fund Growth ₹150.968
↓ -0.12 ₹8,211 1,000 7.2 4.9 11.4 18.1 15.4 10.1 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 ₹242.347
↑ 0.59 ₹26,230 300 3 5 12.9 22.1 24.1 10.9 DSP Focus Fund Growth ₹56.933
↑ 0.20 ₹2,707 500 4.7 3.6 8.7 20.8 14.7 7.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jan 26 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 (₹12,445 Cr). Lower mid AUM (₹8,211 Cr). Bottom quartile AUM (₹1,354 Cr). Highest AUM (₹26,230 Cr). Bottom quartile AUM (₹2,707 Cr). Point 2 Established history (13+ yrs). Established history (20+ yrs). Oldest track record among peers (23 yrs). Established history (21+ 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: 7.74% (bottom quartile). 5Y return: 15.41% (lower mid). 5Y return: 17.29% (upper mid). 5Y return: 24.13% (top quartile). 5Y return: 14.67% (bottom quartile). Point 6 3Y return: 12.84% (bottom quartile). 3Y return: 18.05% (lower mid). 3Y return: 17.03% (bottom quartile). 3Y return: 22.15% (top quartile). 3Y return: 20.77% (upper mid). Point 7 1Y return: 3.63% (bottom quartile). 1Y return: 11.44% (lower mid). 1Y return: 24.49% (top quartile). 1Y return: 12.93% (upper mid). 1Y return: 8.68% (bottom quartile). Point 8 Alpha: -1.85 (bottom quartile). Alpha: 1.77 (upper mid). Alpha: -5.62 (bottom quartile). Alpha: 2.74 (top quartile). Alpha: -0.10 (lower mid). Point 9 Sharpe: -0.05 (bottom quartile). Sharpe: 0.23 (lower mid). Sharpe: 1.85 (top quartile). Sharpe: 0.37 (upper mid). Sharpe: 0.08 (bottom quartile). Point 10 Information ratio: -0.83 (bottom quartile). Information ratio: 0.02 (lower mid). Information ratio: -0.52 (bottom quartile). Information ratio: 1.06 (top quartile). Information ratio: 0.45 (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 ₹364.55
↓ -0.37 ₹9,032 150 4.1 2.9 5.8 20.4 18.1 3.7 JM Value Fund Growth ₹96.1043
↓ -0.38 ₹987 500 -1.1 -4.6 -3.1 21 19.7 -4.4 HDFC Capital Builder Value Fund Growth ₹780.321
↑ 0.91 ₹7,676 300 5.1 3.4 10.7 20.2 18.8 8.6 Templeton India Value Fund Growth ₹745.478
↓ -2.32 ₹2,319 500 4.5 2.3 7.8 18.4 21.7 6.8 Bandhan Sterling Value Fund Growth ₹152.966
↓ -0.56 ₹10,440 100 3.1 2.3 6.1 18.1 21.9 5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jan 26 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 (₹9,032 Cr). Bottom quartile AUM (₹987 Cr). Lower mid AUM (₹7,676 Cr). Bottom quartile AUM (₹2,319 Cr). Highest AUM (₹10,440 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: 18.15% (bottom quartile). 5Y return: 19.67% (lower mid). 5Y return: 18.82% (bottom quartile). 5Y return: 21.75% (upper mid). 5Y return: 21.91% (top quartile). Point 6 3Y return: 20.43% (upper mid). 3Y return: 20.97% (top quartile). 3Y return: 20.21% (lower mid). 3Y return: 18.44% (bottom quartile). 3Y return: 18.07% (bottom quartile). Point 7 1Y return: 5.79% (bottom quartile). 1Y return: -3.11% (bottom quartile). 1Y return: 10.68% (top quartile). 1Y return: 7.80% (upper mid). 1Y return: 6.15% (lower mid). Point 8 Alpha: -4.05 (bottom quartile). Alpha: -9.62 (bottom quartile). Alpha: 0.73 (top quartile). Alpha: -3.40 (lower mid). Alpha: -2.92 (upper mid). Point 9 Sharpe: -0.17 (upper mid). Sharpe: -0.49 (bottom quartile). Sharpe: 0.14 (top quartile). Sharpe: -0.19 (bottom quartile). Sharpe: -0.17 (lower mid). Point 10 Information ratio: 0.91 (upper mid). Information ratio: 0.70 (lower mid). Information ratio: 1.11 (top quartile). Information ratio: 0.24 (bottom quartile). Information ratio: 0.56 (bottom quartile). Tata Equity PE Fund
JM Value Fund
HDFC Capital Builder Value Fund
Templeton India Value Fund
Bandhan Sterling 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 ₹55.49
↑ 0.03 ₹6,358 100 4 5 12.8 24.2 24.4 11.8 Templeton India Equity Income Fund Growth ₹141.6
↓ -0.44 ₹2,384 500 3 1.1 1.5 18 19.4 1.7 UTI Dividend Yield Fund Growth ₹183.571
↓ -0.13 ₹3,936 500 3.5 2.4 6.8 21.5 18 5.3 Aditya Birla Sun Life Dividend Yield Fund Growth ₹463.53
↓ -1.18 ₹1,505 1,000 5.1 1.8 1.6 19.2 19 2.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jan 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 (₹6,358 Cr). Lower mid AUM (₹2,384 Cr). Upper mid AUM (₹3,936 Cr). Bottom quartile AUM (₹1,505 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: 24.39% (top quartile). 5Y return: 19.40% (upper mid). 5Y return: 18.00% (bottom quartile). 5Y return: 19.00% (lower mid). Point 6 3Y return: 24.22% (top quartile). 3Y return: 17.95% (bottom quartile). 3Y return: 21.48% (upper mid). 3Y return: 19.24% (lower mid). Point 7 1Y return: 12.83% (top quartile). 1Y return: 1.49% (bottom quartile). 1Y return: 6.77% (upper mid). 1Y return: 1.64% (lower mid). Point 8 Alpha: 3.18 (top quartile). Alpha: -7.26 (bottom quartile). Alpha: -4.55 (upper mid). Alpha: -7.08 (lower mid). Point 9 Sharpe: 0.36 (top quartile). Sharpe: -0.62 (bottom quartile). Sharpe: -0.25 (upper mid). Sharpe: -0.40 (lower mid). Point 10 Information ratio: 1.44 (top quartile). Information ratio: 0.13 (bottom quartile). Information ratio: 0.84 (upper mid). Information ratio: 0.52 (lower 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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