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Fincash » Mutual Funds » Best SIP Plans for 3 Year

Best SIP Plans for 3 Year Investment 2025

Updated on June 5, 2025 , 91276 views

Best SIP Plans? How to choose them? These are some of the common questions that occur in the mind of investors when thinking of investing in Mutual Funds through a SIP or Systematic Investment plan. SIP investment is one of the most disciplined Investing options when investing in Mutual Funds. Moreover, the minimum amount of investing in a SIP Mutual Fund is as less as INR 500. This makes investing in Top SIP plans much convenient.

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Best SIP Plans for 3 Year Investment in FY 25 - 26

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
JM Value Fund Growth ₹98.2158
↑ 0.51
₹1,03613.3-63.827.928.725.1
Nippon India Multi Cap Fund Growth ₹298.887
↑ 1.83
₹40,26115.5-0.310.227.832.625.8
Invesco India Growth Opportunities Fund Growth ₹99.61
↑ 1.75
₹6,76519.21.72127.726.137.5
IDFC Core Equity Fund Growth ₹133.124
↑ 1.60
₹8,40813.4-0.412.827.528.928.8
L&T India Value Fund Growth ₹109.686
↑ 1.19
₹13,09516.7-2.58.827.229.725.9
JM Multicap Fund Growth ₹97.5598
↑ 1.06
₹5,6259.8-9.12.926.527.133.3
HDFC Equity Fund Growth ₹1,961.19
↑ 18.31
₹74,105112.314.225.429.723.5
Motilal Oswal Multicap 35 Fund Growth ₹60.5395
↑ 0.44
₹12,41810.6-5.317.325.322.145.7
Nippon India Value Fund Growth ₹224.205
↑ 2.49
₹8,38310.9-2.59.725.129.122.3
UTI Core Equity Fund Growth ₹177.592
↑ 1.66
₹4,34912-1.812.424.628.127.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jun 25

*Funds below are considering best CAGR returns for over 3 years and fund having atleast have Market history (Fund age) of 1 year and have minimum 500 Crore of asset under management as duration if of 3 years fund. Suggested are from Multi Cap, Large Cap,Large & mid-cap and Value sub categories.

1. JM Value Fund

(Erstwhile JM Basic Fund)

The primary objective of the Scheme will be to provide capital appreciation to its Unitholders through judicious deployment of the corpus of the Scheme in sectors categorized under “basic industry” in the normal parlance and in context of the Indian economy, including but not limited to, energy, petrochemicals, oil & gas, power generation & distribution and electrical equipment suppliers, metals and building material. The fund would continue to remain open-ended with a sector focus.

JM Value Fund is a Equity - Value fund was launched on 2 Jun 97. It is a fund with High risk and has given a CAGR/Annualized return of 16.6% since its launch.  Ranked 15 in Value category.  Return for 2024 was 25.1% , 2023 was 47.7% and 2022 was 5.3% .

Below is the key information for JM Value Fund

JM Value Fund
Growth
Launch Date 2 Jun 97
NAV (06 Jun 25) ₹98.2158 ↑ 0.51   (0.52 %)
Net Assets (Cr) ₹1,036 on 30 Apr 25
Category Equity - Value
AMC JM Financial Asset Management Limited
Rating
Risk High
Expense Ratio 2.47
Sharpe Ratio -0.3
Information Ratio 1.02
Alpha Ratio -5.89
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-60 Days (1%),60 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 20₹10,000
31 May 21₹16,964
31 May 22₹18,107
31 May 23₹22,338
31 May 24₹36,007
31 May 25₹37,281

JM Value Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552
Invest Now

Returns for JM Value Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25

DurationReturns
1 Month 7.4%
3 Month 13.3%
6 Month -6%
1 Year 3.8%
3 Year 27.9%
5 Year 28.7%
10 Year
15 Year
Since launch 16.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 25.1%
2023 47.7%
2022 5.3%
2021 36.3%
2020 13.4%
2019 11.9%
2018 -11.2%
2017 44.6%
2016 12.1%
2015 3.5%
Fund Manager information for JM Value Fund
NameSinceTenure
Satish Ramanathan20 Aug 213.78 Yr.
Asit Bhandarkar11 Dec 0618.48 Yr.
Ruchi Fozdar4 Oct 240.66 Yr.
Deepak Gupta11 Apr 250.14 Yr.

Data below for JM Value Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Financial Services33.11%
Consumer Cyclical19.49%
Industrials10.87%
Basic Materials8.02%
Technology7.44%
Consumer Defensive6.44%
Health Care5.79%
Communication Services3.74%
Energy2.92%
Utility1.49%
Asset Allocation
Asset ClassValue
Cash0.69%
Equity99.31%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 12 | HDFCBANK
7%₹70 Cr363,605
↓ -10,000
Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY
4%₹43 Cr287,105
↓ -27,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
4%₹43 Cr300,000
Godfrey Phillips India Ltd (Consumer Defensive)
Equity, Since 31 Aug 24 | GODFRYPHLP
4%₹40 Cr48,789
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 500034
4%₹38 Cr44,485
↓ -12,000
REC Ltd (Financial Services)
Equity, Since 30 Sep 22 | 532955
3%₹34 Cr800,800
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT
3%₹33 Cr97,613
↑ 37,000
Restaurant Brands Asia Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 29 Feb 24 | RBA
3%₹31 Cr3,794,908
↑ 700,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 24 | BHARTIARTL
3%₹30 Cr163,025
↑ 41,500
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 28 Feb 25 | HINDPETRO
3%₹30 Cr800,000

2. Nippon India Multi Cap Fund

(Erstwhile Reliance Equity Opportunities Fund)

The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity securities & equity related securities and the secondary objective is to generate consistent returns by investing in debt and money market securities.

Nippon India Multi Cap Fund is a Equity - Multi Cap fund was launched on 28 Mar 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.3% since its launch.  Ranked 63 in Multi Cap category.  Return for 2024 was 25.8% , 2023 was 38.1% and 2022 was 14.1% .

Below is the key information for Nippon India Multi Cap Fund

Nippon India Multi Cap Fund
Growth
Launch Date 28 Mar 05
NAV (06 Jun 25) ₹298.887 ↑ 1.83   (0.62 %)
Net Assets (Cr) ₹40,261 on 30 Apr 25
Category Equity - Multi Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.68
Sharpe Ratio -0.05
Information Ratio 1.13
Alpha Ratio -0.14
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 20₹10,000
31 May 21₹18,151
31 May 22₹21,564
31 May 23₹26,981
31 May 24₹40,450
31 May 25₹44,275

Nippon India Multi Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹673,113.
Net Profit of ₹373,113
Invest Now

Returns for Nippon India Multi Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25

DurationReturns
1 Month 9.1%
3 Month 15.5%
6 Month -0.3%
1 Year 10.2%
3 Year 27.8%
5 Year 32.6%
10 Year
15 Year
Since launch 18.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024 25.8%
2023 38.1%
2022 14.1%
2021 48.9%
2020 0%
2019 2.2%
2018 -2.2%
2017 40.9%
2016 -6.7%
2015 0.5%
Fund Manager information for Nippon India Multi Cap Fund
NameSinceTenure
Sailesh Raj Bhan31 Mar 0520.18 Yr.
Ashutosh Bhargava1 Sep 213.75 Yr.
Kinjal Desai25 May 187.02 Yr.

Data below for Nippon India Multi Cap Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Financial Services31.18%
Consumer Cyclical19.76%
Industrials16.48%
Health Care6.29%
Utility5.88%
Basic Materials5.55%
Technology3.58%
Energy3.51%
Consumer Defensive2.77%
Communication Services1.48%
Real Estate0.17%
Asset Allocation
Asset ClassValue
Cash3.13%
Equity96.87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
6%₹2,560 Cr13,300,448
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | 532215
4%₹1,789 Cr15,099,895
↑ 500,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
4%₹1,638 Cr11,481,360
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE
4%₹1,415 Cr10,068,975
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 22 | 500034
3%₹1,147 Cr1,328,197
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Mar 12 | 500271
3%₹1,044 Cr8,000,000
NTPC Ltd (Utilities)
Equity, Since 30 Jun 23 | 532555
3%₹1,021 Cr28,791,467
GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 May 12 | 522275
3%₹1,020 Cr6,511,517
Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | 523457
2%₹966 Cr1,524,539
State Bank of India (Financial Services)
Equity, Since 31 Mar 05 | SBIN
2%₹915 Cr11,600,000

3. Invesco India Growth Opportunities Fund

(Erstwhile Invesco India Growth Fund)

The investment objective of the Scheme is to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. However, there can be no assurance that the objectives of the scheme will be achieved.

Invesco India Growth Opportunities Fund is a Equity - Large & Mid Cap fund was launched on 9 Aug 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.8% since its launch.  Ranked 6 in Large & Mid Cap category.  Return for 2024 was 37.5% , 2023 was 31.6% and 2022 was -0.4% .

Below is the key information for Invesco India Growth Opportunities Fund

Invesco India Growth Opportunities Fund
Growth
Launch Date 9 Aug 07
NAV (06 Jun 25) ₹99.61 ↑ 1.75   (1.79 %)
Net Assets (Cr) ₹6,765 on 30 Apr 25
Category Equity - Large & Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 0.44
Information Ratio 0.76
Alpha Ratio 7.57
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 20₹10,000
31 May 21₹15,628
31 May 22₹16,358
31 May 23₹18,714
31 May 24₹27,251
31 May 25₹32,512

Invesco India Growth Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107
Invest Now

Returns for Invesco India Growth Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25

DurationReturns
1 Month 10.6%
3 Month 19.2%
6 Month 1.7%
1 Year 21%
3 Year 27.7%
5 Year 26.1%
10 Year
15 Year
Since launch 13.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 37.5%
2023 31.6%
2022 -0.4%
2021 29.7%
2020 13.3%
2019 10.7%
2018 -0.2%
2017 39.6%
2016 3.3%
2015 3.8%
Fund Manager information for Invesco India Growth Opportunities Fund
NameSinceTenure
Aditya Khemani9 Nov 231.56 Yr.
Amit Ganatra21 Jan 223.36 Yr.

Data below for Invesco India Growth Opportunities Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Financial Services27.55%
Consumer Cyclical22.11%
Health Care15.77%
Industrials12.73%
Real Estate7.5%
Technology6.55%
Basic Materials4.49%
Communication Services1.98%
Asset Allocation
Asset ClassValue
Cash1.32%
Equity98.68%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 500251
5%₹354 Cr683,586
↑ 140,897
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Mar 24 | INDIGO
5%₹321 Cr612,171
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 28 Feb 23 | CHOLAFIN
4%₹287 Cr1,921,954
BSE Ltd (Financial Services)
Equity, Since 31 Oct 23 | BSE
4%₹286 Cr449,447
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Dec 23 | PRESTIGE
4%₹263 Cr1,914,877
↑ 339,521
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | MAXHEALTH
3%₹236 Cr2,146,168
L&T Finance Ltd (Financial Services)
Equity, Since 30 Apr 24 | LTF
3%₹220 Cr13,404,597
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Sep 22 | DIXON
3%₹214 Cr130,340
Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | 543320
3%₹213 Cr9,152,597
Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY
3%₹211 Cr6,673,912

4. IDFC Core Equity Fund

(Erstwhile IDFC Classic Equity Fund)

The investment objective of the Scheme is to seek to generate long term capital growth from a diversified portfolio of predominantly equity and equity related instruments. However, there is no assurance or guarantee that the objectives of the scheme will be realized.

IDFC Core Equity Fund is a Equity - Large & Mid Cap fund was launched on 9 Aug 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.9% since its launch.  Ranked 23 in Large & Mid Cap category.  Return for 2024 was 28.8% , 2023 was 36.2% and 2022 was 6.9% .

Below is the key information for IDFC Core Equity Fund

IDFC Core Equity Fund
Growth
Launch Date 9 Aug 05
NAV (06 Jun 25) ₹133.124 ↑ 1.60   (1.21 %)
Net Assets (Cr) ₹8,408 on 30 Apr 25
Category Equity - Large & Mid Cap
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.96
Sharpe Ratio 0.16
Information Ratio 1.35
Alpha Ratio 1.64
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 20₹10,000
31 May 21₹17,359
31 May 22₹18,325
31 May 23₹21,577
31 May 24₹33,157
31 May 25₹36,767

IDFC Core Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552
Invest Now

Returns for IDFC Core Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25

DurationReturns
1 Month 7.4%
3 Month 13.4%
6 Month -0.4%
1 Year 12.8%
3 Year 27.5%
5 Year 28.9%
10 Year
15 Year
Since launch 13.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 28.8%
2023 36.2%
2022 6.9%
2021 34.1%
2020 12.9%
2019 3.7%
2018 -5.1%
2017 37.3%
2016 8%
2015 5.2%
Fund Manager information for IDFC Core Equity Fund
NameSinceTenure
Manish Gunwani28 Jan 232.34 Yr.
Ritika Behera7 Oct 231.65 Yr.
Gaurav Satra7 Jun 240.98 Yr.
Rahul Agarwal28 Aug 231.76 Yr.

Data below for IDFC Core Equity Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Financial Services28.52%
Consumer Cyclical9.94%
Health Care9.57%
Technology8.71%
Industrials8.35%
Consumer Defensive7.05%
Basic Materials6.99%
Communication Services5.53%
Real Estate3.57%
Energy2.78%
Utility2.62%
Asset Allocation
Asset ClassValue
Cash6.36%
Equity93.64%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFCBANK
5%₹449 Cr2,330,809
↑ 275,000
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 16 | ICICIBANK
4%₹322 Cr2,254,645
↓ -361,889
One97 Communications Ltd (Technology)
Equity, Since 31 Mar 24 | 543396
3%₹213 Cr2,465,917
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 24 | 532978
2%₹205 Cr1,051,665
↓ -215,000
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 22 | ITC
2%₹197 Cr4,618,285
↑ 731,159
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | 532215
2%₹176 Cr1,481,302
↑ 321,302
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIARTL
2%₹165 Cr883,727
↓ -60,000
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jan 25 | APOLLOHOSP
2%₹150 Cr214,992
↑ 11,255
Infosys Ltd (Technology)
Equity, Since 31 May 11 | INFY
2%₹149 Cr995,350
↑ 150,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 28 Feb 23 | INDIGO
2%₹142 Cr269,988
↓ -90,000

5. L&T India Value Fund

To generate long-term capital appreciation from diversified portfolio of predominantly equity and equity related securities, in the Indian markets with higher focus on undervalued securities. The Scheme could also additionally invest in Foreign Securities in international markets.

L&T India Value Fund is a Equity - Value fund was launched on 8 Jan 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.8% since its launch.  Ranked 4 in Value category.  Return for 2024 was 25.9% , 2023 was 39.4% and 2022 was 5.2% .

Below is the key information for L&T India Value Fund

L&T India Value Fund
Growth
Launch Date 8 Jan 10
NAV (06 Jun 25) ₹109.686 ↑ 1.19   (1.10 %)
Net Assets (Cr) ₹13,095 on 30 Apr 25
Category Equity - Value
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio 0.02
Information Ratio 1.24
Alpha Ratio -0.02
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 20₹10,000
31 May 21₹17,462
31 May 22₹18,966
31 May 23₹22,533
31 May 24₹35,094
31 May 25₹37,847

L&T India Value Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226
Invest Now

Returns for L&T India Value Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25

DurationReturns
1 Month 8.3%
3 Month 16.7%
6 Month -2.5%
1 Year 8.8%
3 Year 27.2%
5 Year 29.7%
10 Year
15 Year
Since launch 16.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 25.9%
2023 39.4%
2022 5.2%
2021 40.3%
2020 14.6%
2019 4.6%
2018 -11.4%
2017 41.3%
2016 8.1%
2015 12.9%
Fund Manager information for L&T India Value Fund
NameSinceTenure
Venugopal Manghat24 Nov 1212.52 Yr.
Sonal Gupta1 Oct 231.67 Yr.

Data below for L&T India Value Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Financial Services32.83%
Basic Materials15.02%
Consumer Cyclical10.55%
Industrials9.69%
Consumer Defensive8.47%
Technology7.2%
Energy4.05%
Real Estate3.85%
Utility2.57%
Communication Services2.52%
Health Care1.86%
Asset Allocation
Asset ClassValue
Cash0.81%
Equity99.19%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
5%₹625 Cr4,382,100
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | HDFCBANK
4%₹587 Cr3,047,100
Paradeep Phosphates Ltd (Basic Materials)
Equity, Since 30 Sep 23 | 543530
3%₹442 Cr30,715,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 15 | RELIANCE
3%₹389 Cr2,769,911
↑ 247,105
Godfrey Phillips India Ltd (Consumer Defensive)
Equity, Since 31 May 24 | GODFRYPHLP
3%₹377 Cr464,350
↑ 64,971
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Sep 23 | MCX
3%₹366 Cr596,611
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
3%₹356 Cr4,516,900
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 20 | FEDERALBNK
3%₹341 Cr17,361,100
NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 532555
3%₹337 Cr9,497,371
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
3%₹330 Cr1,771,600

6. JM Multicap Fund

(Erstwhile JM Multi Strategy Fund)

The investment objective of the Scheme is to provide capital appreciation by investing in equity and equity related securities using a combination of strategies.

JM Multicap Fund is a Equity - Multi Cap fund was launched on 23 Sep 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.6% since its launch.  Ranked 16 in Multi Cap category.  Return for 2024 was 33.3% , 2023 was 40% and 2022 was 7.8% .

Below is the key information for JM Multicap Fund

JM Multicap Fund
Growth
Launch Date 23 Sep 08
NAV (06 Jun 25) ₹97.5598 ↑ 1.06   (1.10 %)
Net Assets (Cr) ₹5,625 on 30 Apr 25
Category Equity - Multi Cap
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.17
Sharpe Ratio -0.17
Information Ratio 1.32
Alpha Ratio -3.32
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-60 Days (1%),60 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 20₹10,000
31 May 21₹15,789
31 May 22₹17,411
31 May 23₹21,072
31 May 24₹33,949
31 May 25₹34,619

JM Multicap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181
Invest Now

Returns for JM Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25

DurationReturns
1 Month 4.2%
3 Month 9.8%
6 Month -9.1%
1 Year 2.9%
3 Year 26.5%
5 Year 27.1%
10 Year
15 Year
Since launch 14.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 33.3%
2023 40%
2022 7.8%
2021 32.9%
2020 11.4%
2019 16.6%
2018 -5.4%
2017 39.5%
2016 10.5%
2015 -2.8%
Fund Manager information for JM Multicap Fund
NameSinceTenure
Satish Ramanathan20 Aug 213.78 Yr.
Asit Bhandarkar1 Oct 240.66 Yr.
Ruchi Fozdar4 Oct 240.66 Yr.
Deepak Gupta11 Apr 250.14 Yr.

Data below for JM Multicap Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Financial Services28.77%
Consumer Cyclical14.27%
Industrials13.39%
Technology9.62%
Health Care8.26%
Basic Materials7.79%
Consumer Defensive6.48%
Communication Services3.41%
Energy3.24%
Utility3.08%
Asset Allocation
Asset ClassValue
Cash1.68%
Equity98.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | HDFCBANK
6%₹325 Cr1,690,162
↓ -340,338
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK
5%₹300 Cr2,100,000
↓ -25,800
Tech Mahindra Ltd (Technology)
Equity, Since 31 Jul 24 | 532755
4%₹239 Cr1,588,515
↑ 800,000
Godfrey Phillips India Ltd (Consumer Defensive)
Equity, Since 28 Feb 25 | GODFRYPHLP
4%₹203 Cr250,452
↑ 31,672
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL
3%₹192 Cr1,030,000
↑ 200,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
3%₹183 Cr2,325,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT
3%₹175 Cr525,247
↑ 212,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | KOTAKBANK
3%₹160 Cr725,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | MARUTI
3%₹155 Cr126,679
↑ 10,000
REC Ltd (Financial Services)
Equity, Since 30 Nov 22 | 532955
3%₹149 Cr3,555,834

7. HDFC Equity Fund

Aims at providing capital appreciation through investments predominantly in equity oriented securities

HDFC Equity Fund is a Equity - Multi Cap fund was launched on 1 Jan 95. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.9% since its launch.  Ranked 34 in Multi Cap category.  Return for 2024 was 23.5% , 2023 was 30.6% and 2022 was 18.3% .

Below is the key information for HDFC Equity Fund

HDFC Equity Fund
Growth
Launch Date 1 Jan 95
NAV (06 Jun 25) ₹1,961.19 ↑ 18.31   (0.94 %)
Net Assets (Cr) ₹74,105 on 30 Apr 25
Category Equity - Multi Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.56
Sharpe Ratio 0.7
Information Ratio 2.28
Alpha Ratio 8.58
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 20₹10,000
31 May 21₹17,533
31 May 22₹19,969
31 May 23₹23,944
31 May 24₹33,893
31 May 25₹38,956

HDFC Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226
Invest Now

Returns for HDFC Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25

DurationReturns
1 Month 2.8%
3 Month 11%
6 Month 2.3%
1 Year 14.2%
3 Year 25.4%
5 Year 29.7%
10 Year
15 Year
Since launch 18.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 23.5%
2023 30.6%
2022 18.3%
2021 36.2%
2020 6.4%
2019 6.8%
2018 -3.5%
2017 36.9%
2016 7.3%
2015 -5.1%
Fund Manager information for HDFC Equity Fund
NameSinceTenure
Roshi Jain29 Jul 222.84 Yr.
Dhruv Muchhal22 Jun 231.94 Yr.

Data below for HDFC Equity Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Financial Services39.52%
Consumer Cyclical15.2%
Health Care9.18%
Industrials5.4%
Technology5.11%
Basic Materials4.78%
Real Estate3.24%
Communication Services3.22%
Utility1.97%
Consumer Defensive1.2%
Energy0.61%
Asset Allocation
Asset ClassValue
Cash9.86%
Equity89.44%
Debt0.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹6,992 Cr49,000,000
↓ -500,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | HDFCBANK
9%₹6,930 Cr36,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 17 | 532215
8%₹6,281 Cr53,000,000
↓ -3,000,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | KOTAKBANK
5%₹3,643 Cr16,500,000
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 21 | SBILIFE
5%₹3,443 Cr19,500,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | MARUTI
4%₹3,064 Cr2,500,000
Cipla Ltd (Healthcare)
Equity, Since 30 Sep 12 | 500087
4%₹3,054 Cr19,700,000
↑ 500,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL
3%₹2,144 Cr11,500,000
↓ -1,300,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
3%₹1,960 Cr12,501,855
↑ 501,855
Piramal Pharma Ltd (Healthcare)
Equity, Since 31 Dec 23 | 543635
2%₹1,717 Cr81,356,883
↑ 123,745

8. Motilal Oswal Multicap 35 Fund

(Erstwhile Motilal Oswal MOSt Focused Multicap 35 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Multicap 35 Fund is a Equity - Multi Cap fund was launched on 28 Apr 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.6% since its launch.  Ranked 5 in Multi Cap category.  Return for 2024 was 45.7% , 2023 was 31% and 2022 was -3% .

Below is the key information for Motilal Oswal Multicap 35 Fund

Motilal Oswal Multicap 35 Fund
Growth
Launch Date 28 Apr 14
NAV (06 Jun 25) ₹60.5395 ↑ 0.44   (0.74 %)
Net Assets (Cr) ₹12,418 on 30 Apr 25
Category Equity - Multi Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 0.94
Sharpe Ratio 0.39
Information Ratio 0.62
Alpha Ratio 8.34
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 20₹10,000
31 May 21₹15,277
31 May 22₹14,553
31 May 23₹16,190
31 May 24₹23,601
31 May 25₹28,151

Motilal Oswal Multicap 35 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for Motilal Oswal Multicap 35 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25

DurationReturns
1 Month 5.3%
3 Month 10.6%
6 Month -5.3%
1 Year 17.3%
3 Year 25.3%
5 Year 22.1%
10 Year
15 Year
Since launch 17.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 45.7%
2023 31%
2022 -3%
2021 15.3%
2020 10.3%
2019 7.9%
2018 -7.8%
2017 43.1%
2016 8.5%
2015 14.6%
Fund Manager information for Motilal Oswal Multicap 35 Fund
NameSinceTenure
Ajay Khandelwal1 Oct 240.66 Yr.
Niket Shah1 Jul 222.92 Yr.
Rakesh Shetty22 Nov 222.52 Yr.
Atul Mehra1 Oct 240.66 Yr.
Sunil Sawant1 Jul 240.92 Yr.

Data below for Motilal Oswal Multicap 35 Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Technology22.43%
Industrials18.22%
Consumer Cyclical17.08%
Financial Services8.53%
Communication Services8.52%
Health Care1.73%
Consumer Defensive0.54%
Asset Allocation
Asset ClassValue
Cash23.56%
Equity76.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE
11%₹1,389 Cr1,625,000
↓ -100,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT
10%₹1,240 Cr2,200,000
Polycab India Ltd (Industrials)
Equity, Since 31 Jan 24 | POLYCAB
9%₹1,164 Cr1,942,305
↓ -57,570
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL
8%₹1,009 Cr18,000,000
↑ 114,380
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Jan 25 | CGPOWER
6%₹841 Cr12,250,000
↑ 175,830
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 23 | TRENT
6%₹787 Cr1,394,889
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | CHOLAFIN
6%₹720 Cr4,500,000
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Apr 24 | 890157
5%₹701 Cr4,999,500
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 25 | 543320
3%₹413 Cr17,331,906
↑ 17,331,906
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 25 | BHARTIARTL
3%₹409 Cr2,200,826
↑ 2,200,826

9. Nippon India Value Fund

(Erstwhile Reliance Regular Savings Fund - Equity Plan)

The primary investment objective of this Option is to seek capital appreciation and/or to generate consistent returns by actively investing in equity/equity related securities.

Nippon India Value Fund is a Equity - Value fund was launched on 8 Jun 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.8% since its launch.  Return for 2024 was 22.3% , 2023 was 42.4% and 2022 was 4.8% .

Below is the key information for Nippon India Value Fund

Nippon India Value Fund
Growth
Launch Date 8 Jun 05
NAV (06 Jun 25) ₹224.205 ↑ 2.49   (1.12 %)
Net Assets (Cr) ₹8,383 on 30 Apr 25
Category Equity - Value
AMC Nippon Life Asset Management Ltd.
Rating Not Rated
Risk Moderately High
Expense Ratio 1.9
Sharpe Ratio 0.07
Information Ratio 1.58
Alpha Ratio 0.68
Min Investment 500
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 20₹10,000
31 May 21₹17,867
31 May 22₹19,643
31 May 23₹22,594
31 May 24₹34,739
31 May 25₹37,850

Nippon India Value Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226
Invest Now

Returns for Nippon India Value Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25

DurationReturns
1 Month 5.2%
3 Month 10.9%
6 Month -2.5%
1 Year 9.7%
3 Year 25.1%
5 Year 29.1%
10 Year
15 Year
Since launch 16.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 22.3%
2023 42.4%
2022 4.8%
2021 39.4%
2020 16.3%
2019 5.7%
2018 -8.4%
2017 45.7%
2016 -1.6%
2015 6.1%
Fund Manager information for Nippon India Value Fund
NameSinceTenure
Meenakshi Dawar7 May 187.07 Yr.
Dhrumil Shah1 Jan 232.41 Yr.
Kinjal Desai25 May 187.02 Yr.

Data below for Nippon India Value Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Financial Services35.18%
Technology13.71%
Industrials9.9%
Energy8.82%
Basic Materials7.19%
Utility6.57%
Consumer Cyclical5.26%
Health Care4.02%
Communication Services3.17%
Consumer Defensive2.1%
Real Estate0.36%
Asset Allocation
Asset ClassValue
Cash3.42%
Equity96.36%
Other0.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | HDFCBANK
9%₹768 Cr3,989,600
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 18 | ICICIBANK
6%₹529 Cr3,704,797
Infosys Ltd (Technology)
Equity, Since 31 Oct 11 | INFY
4%₹330 Cr2,200,779
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 18 | RELIANCE
3%₹270 Cr1,920,396
NTPC Ltd (Utilities)
Equity, Since 31 May 22 | 532555
3%₹264 Cr7,434,650
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 18 | BHARTIARTL
3%₹238 Cr1,277,248
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
3%₹210 Cr628,547
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Jan 23 | 500312
2%₹208 Cr8,524,956
Dixon Technologies (India) Ltd (Technology)
Equity, Since 29 Feb 20 | DIXON
2%₹200 Cr121,369
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Nov 23 | 500103
2%₹195 Cr8,608,367

10. UTI Core Equity Fund

(Erstwhile UTI Top 100 Fund)

The fund aims to provide long term capital appreciation/dividend distribution by investing predominantly in equity and equity related instruments of top 100 stocks by market capitalisation. There can be no assurance that the investment objectives of the scheme will be realised.

UTI Core Equity Fund is a Equity - Large & Mid Cap fund was launched on 20 May 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14% since its launch.  Ranked 29 in Large & Mid Cap category.  Return for 2024 was 27.2% , 2023 was 34.4% and 2022 was 4.6% .

Below is the key information for UTI Core Equity Fund

UTI Core Equity Fund
Growth
Launch Date 20 May 09
NAV (06 Jun 25) ₹177.592 ↑ 1.66   (0.94 %)
Net Assets (Cr) ₹4,349 on 30 Apr 25
Category Equity - Large & Mid Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 0.28
Information Ratio 0.99
Alpha Ratio 3.7
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 20₹10,000
31 May 21₹17,833
31 May 22₹19,002
31 May 23₹22,046
31 May 24₹31,993
31 May 25₹35,965

UTI Core Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552
Invest Now

Returns for UTI Core Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25

DurationReturns
1 Month 5.5%
3 Month 12%
6 Month -1.8%
1 Year 12.4%
3 Year 24.6%
5 Year 28.1%
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
2024 27.2%
2023 34.4%
2022 4.6%
2021 40.8%
2020 12.8%
2019 1.5%
2018 -7.9%
2017 35.2%
2016 3.4%
2015 0.5%
Fund Manager information for UTI Core Equity Fund
NameSinceTenure
V Srivatsa17 May 178.04 Yr.

Data below for UTI Core Equity Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Financial Services32.04%
Consumer Cyclical10.33%
Basic Materials10.04%
Technology7.12%
Communication Services6.58%
Health Care6.49%
Industrials6.38%
Consumer Defensive6.26%
Energy5.09%
Real Estate2.43%
Utility2.03%
Asset Allocation
Asset ClassValue
Cash5.2%
Equity94.8%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | HDFCBANK
7%₹315 Cr1,638,910
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 06 | ICICIBANK
5%₹207 Cr1,447,555
ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 08 | ITC
3%₹133 Cr3,130,577
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 29 Feb 24 | 534816
3%₹113 Cr2,772,183
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | FEDERALBNK
3%₹112 Cr5,693,225
Aditya Birla Capital Ltd (Financial Services)
Equity, Since 31 Aug 22 | ABCAPITAL
3%₹112 Cr5,678,418
↓ -438,152
Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 500295
2%₹100 Cr2,378,122
↓ -102,894
Infosys Ltd (Technology)
Equity, Since 28 Feb 06 | INFY
2%₹95 Cr636,572
InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Nov 22 | INDIGO
2%₹95 Cr181,353
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Apr 20 | 500271
2%₹93 Cr708,904

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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