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Best SIP Plans for Long Term Investment 2025

Updated on August 8, 2025 , 29102 views

The concept of Systematic Investment plan (SIP) has been gaining a lot of popularity amongst Indian investors since last few years. It is an excellent way to create a long-term savings habit. It helps in creating a large corpus for the future Financial goals. In a SIP, a fixed amount is invested monthly in a fund on a specific date by the investor. Once you begin Investing monthly in a SIP for a longer period of time, your money starts growing every day (being invested in the stock Market). Systematic Investment Plan helps you to average your purchase cost and maximise returns. When an investor invests regularly over a period, irrespective of the market conditions, he would get more units when the market is low & less units when the market is high. This averages out the purchase cost of your mutual fund units. Similarly, let’s check some of the most important benefits of a SIP in the long-run.

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Benefits of Long Term SIP Investment

Some of the important benefits of a SIP are:

Power of Compounding

When you invest over a longer duration, your investment starts compounding. This means that when you earn returns on the returns earned by your investment, your money would start compounding. This helps you to build a large corpus over the long run with regular small investments.

Helps in Achieving Goals

SIP is a smart way to achieve all your long-term financial goals like retirement, marriage, purchase of a house/car, etc. Investors can simply start investing in Mutual Funds as per their financial goals and attain them at certain period of time. If one starts investing at an early age, there is enough time for their SIP to grow. In this way it also becomes easier to fulfil all their goals on time.

Affordable

One of the most attractive parts of a systematic investment plan is its affordability. One can invest an amount as low as INR 500, which enables a route to a large number of Indians to initiate into investments. So, one who can’t make a lump sum payment, can invest via a SIP in Mutual Funds.

Why SIP is Best for Long Term Investment?

Investors often wonder of how SIPs are more profitable in the long-run than lump sum mode. Well, the historical data says so! Let’s check the data of the worst period of the stock market.

The worst period to start investing was around September 1994 (this was the time when the stock market had peaked). If one looks at the market data, the investor who had invested a lump sum sat on negative returns for 59 months (nearly 5 years!). The investor broke even in about July of 1999. The next year though some returns were generated, these returns were short lived due to the 2000 stock market crash subsequently. After suffering for another 4 years (with negative returns) and the investor finally became positive in October 2003. This was possibly the worst time to have invested a lump sum.

SIP-Vs-lump-sum-Sept'94-to-Oct'03

What happened to the SIP investor? The systematic Investment Plan investor was negative for only 19 months and started posting profits, however, these were short-lived. The SIP investors were up again by May 1999 after suffering interim losses. While the journey still continued to be shaky, SIP investors showed profits in the Portfolio much earlier.

So, who made better profits? The maximum loss for the lump sum investor was nearly 40%, whereas for the SIP investor was 23%. The systematic investment plan investor had a faster recovery period as well as a lower loss in the portfolio.

Best Mutual Funds for Long Term SIP Investment

Some of the best mutual funds SIP for a long-term are as follows-

Best Large Cap Funds for Long Term SIP

Large cap funds are a type of Equity Mutual Funds where the corpus is invested in the stocks of companies with large market capitalization. These companies are mainly large firms with large businesses & big teams. The market capitalization of these companies is INR 1000 Cr & more. Since, the investments are made in big companies, these firms have more possibility of showing year on year steady growth, which in turns also offers stability over a time. These funds are considered to be safe & less volatile to the market fluctuations compared to mid & Small cap funds.

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Nippon India Large Cap Fund Growth ₹88.6916
↓ -0.83
₹43,829 100 3.85.62.319.124.318.2
ICICI Prudential Bluechip Fund Growth ₹108.1
↓ -0.96
₹72,336 100 2.25.22.817.721.516.9
DSP TOP 100 Equity Growth ₹460.858
↓ -3.15
₹6,323 500 03.32.317.118.320.5
HDFC Top 100 Fund Growth ₹1,109.55
↓ -11.72
₹38,905 300 0.62.5-1.515.720.911.6
Invesco India Largecap Fund Growth ₹67.25
↓ -0.69
₹1,558 100 2.44.20.915.518.420
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryNippon India Large Cap FundICICI Prudential Bluechip FundDSP TOP 100 EquityHDFC Top 100 FundInvesco India Largecap Fund
Point 1Upper mid AUM (₹43,829 Cr).Highest AUM (₹72,336 Cr).Bottom quartile AUM (₹6,323 Cr).Lower mid AUM (₹38,905 Cr).Bottom quartile AUM (₹1,558 Cr).
Point 2Established history (18+ yrs).Established history (17+ yrs).Established history (22+ yrs).Oldest track record among peers (28 yrs).Established history (15+ yrs).
Point 3Top rated.Rating: 4★ (upper mid).Rating: 2★ (bottom quartile).Rating: 3★ (lower mid).Rating: 3★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 24.29% (top quartile).5Y return: 21.46% (upper mid).5Y return: 18.26% (bottom quartile).5Y return: 20.89% (lower mid).5Y return: 18.44% (bottom quartile).
Point 63Y return: 19.09% (top quartile).3Y return: 17.70% (upper mid).3Y return: 17.14% (lower mid).3Y return: 15.74% (bottom quartile).3Y return: 15.45% (bottom quartile).
Point 71Y return: 2.32% (lower mid).1Y return: 2.78% (top quartile).1Y return: 2.34% (upper mid).1Y return: -1.55% (bottom quartile).1Y return: 0.95% (bottom quartile).
Point 8Alpha: 0.12 (bottom quartile).Alpha: 1.93 (lower mid).Alpha: 3.29 (top quartile).Alpha: -1.46 (bottom quartile).Alpha: 1.96 (upper mid).
Point 9Sharpe: 0.07 (bottom quartile).Sharpe: 0.14 (upper mid).Sharpe: 0.33 (top quartile).Sharpe: -0.11 (bottom quartile).Sharpe: 0.12 (lower mid).
Point 10Information ratio: 1.85 (top quartile).Information ratio: 1.10 (upper mid).Information ratio: 0.84 (lower mid).Information ratio: 0.66 (bottom quartile).Information ratio: 0.71 (bottom quartile).

Nippon India Large Cap Fund

  • Upper mid AUM (₹43,829 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 24.29% (top quartile).
  • 3Y return: 19.09% (top quartile).
  • 1Y return: 2.32% (lower mid).
  • Alpha: 0.12 (bottom quartile).
  • Sharpe: 0.07 (bottom quartile).
  • Information ratio: 1.85 (top quartile).

ICICI Prudential Bluechip Fund

  • Highest AUM (₹72,336 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 21.46% (upper mid).
  • 3Y return: 17.70% (upper mid).
  • 1Y return: 2.78% (top quartile).
  • Alpha: 1.93 (lower mid).
  • Sharpe: 0.14 (upper mid).
  • Information ratio: 1.10 (upper mid).

DSP TOP 100 Equity

  • Bottom quartile AUM (₹6,323 Cr).
  • Established history (22+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 18.26% (bottom quartile).
  • 3Y return: 17.14% (lower mid).
  • 1Y return: 2.34% (upper mid).
  • Alpha: 3.29 (top quartile).
  • Sharpe: 0.33 (top quartile).
  • Information ratio: 0.84 (lower mid).

HDFC Top 100 Fund

  • Lower mid AUM (₹38,905 Cr).
  • Oldest track record among peers (28 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 20.89% (lower mid).
  • 3Y return: 15.74% (bottom quartile).
  • 1Y return: -1.55% (bottom quartile).
  • Alpha: -1.46 (bottom quartile).
  • Sharpe: -0.11 (bottom quartile).
  • Information ratio: 0.66 (bottom quartile).

Invesco India Largecap Fund

  • Bottom quartile AUM (₹1,558 Cr).
  • Established history (15+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 18.44% (bottom quartile).
  • 3Y return: 15.45% (bottom quartile).
  • 1Y return: 0.95% (bottom quartile).
  • Alpha: 1.96 (upper mid).
  • Sharpe: 0.12 (lower mid).
  • Information ratio: 0.71 (bottom quartile).

Best Mid & Small Cap Funds for Long Term SIP

Mid cap and small cap funds are a type of equity mutual fund that invests in emerging companies in India. mid cap funds invest in companies which have a market capitalization of INR 500 to 1000 Cr. And, small caps are typically defined as firms with a market cap of around INR 500 Crore. These firms are called the future leader of the market. If the company does well in the future, these funds have a great potential to deliver good returns in the long-run. But, the risk is higher in mid & small cap funds. So, when an investor is investing in these funds, they should invest for a longer duration.

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Nippon India Small Cap Fund Growth ₹164.669
↓ -1.81
₹66,602 100 7.84.1-4.8243426.1
Motilal Oswal Midcap 30 Fund  Growth ₹99.4516
↓ -2.77
₹33,053 500 4.32.11.827.433.357.1
HDFC Small Cap Fund Growth ₹138.38
↓ -1.03
₹35,781 300 13.67.82.524.131.520.4
Franklin India Smaller Companies Fund Growth ₹165.7
↓ -1.73
₹13,995 500 4.80.9-7.123.131.323.2
ICICI Prudential Smallcap Fund Growth ₹86.15
↓ -0.27
₹8,566 100 105.6-217.930.115.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryNippon India Small Cap FundMotilal Oswal Midcap 30 Fund HDFC Small Cap FundFranklin India Smaller Companies FundICICI Prudential Smallcap Fund
Point 1Highest AUM (₹66,602 Cr).Lower mid AUM (₹33,053 Cr).Upper mid AUM (₹35,781 Cr).Bottom quartile AUM (₹13,995 Cr).Bottom quartile AUM (₹8,566 Cr).
Point 2Established history (14+ yrs).Established history (11+ yrs).Established history (17+ yrs).Oldest track record among peers (19 yrs).Established history (17+ yrs).
Point 3Top rated.Rating: 3★ (bottom quartile).Rating: 4★ (upper mid).Rating: 4★ (lower mid).Rating: 3★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 34.05% (top quartile).5Y return: 33.29% (upper mid).5Y return: 31.53% (lower mid).5Y return: 31.31% (bottom quartile).5Y return: 30.06% (bottom quartile).
Point 63Y return: 23.96% (lower mid).3Y return: 27.39% (top quartile).3Y return: 24.13% (upper mid).3Y return: 23.08% (bottom quartile).3Y return: 17.89% (bottom quartile).
Point 71Y return: -4.79% (bottom quartile).1Y return: 1.83% (upper mid).1Y return: 2.46% (top quartile).1Y return: -7.14% (bottom quartile).1Y return: -1.98% (lower mid).
Point 8Alpha: -2.86 (lower mid).Alpha: 3.89 (top quartile).Alpha: 0.00 (upper mid).Alpha: -7.46 (bottom quartile).Alpha: -4.06 (bottom quartile).
Point 9Sharpe: -0.10 (lower mid).Sharpe: 0.23 (top quartile).Sharpe: 0.07 (upper mid).Sharpe: -0.33 (bottom quartile).Sharpe: -0.18 (bottom quartile).
Point 10Information ratio: -0.10 (lower mid).Information ratio: 0.44 (top quartile).Information ratio: 0.00 (upper mid).Information ratio: -0.13 (bottom quartile).Information ratio: -1.16 (bottom quartile).

Nippon India Small Cap Fund

  • Highest AUM (₹66,602 Cr).
  • Established history (14+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 34.05% (top quartile).
  • 3Y return: 23.96% (lower mid).
  • 1Y return: -4.79% (bottom quartile).
  • Alpha: -2.86 (lower mid).
  • Sharpe: -0.10 (lower mid).
  • Information ratio: -0.10 (lower mid).

Motilal Oswal Midcap 30 Fund 

  • Lower mid AUM (₹33,053 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 33.29% (upper mid).
  • 3Y return: 27.39% (top quartile).
  • 1Y return: 1.83% (upper mid).
  • Alpha: 3.89 (top quartile).
  • Sharpe: 0.23 (top quartile).
  • Information ratio: 0.44 (top quartile).

HDFC Small Cap Fund

  • Upper mid AUM (₹35,781 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 31.53% (lower mid).
  • 3Y return: 24.13% (upper mid).
  • 1Y return: 2.46% (top quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.07 (upper mid).
  • Information ratio: 0.00 (upper mid).

Franklin India Smaller Companies Fund

  • Bottom quartile AUM (₹13,995 Cr).
  • Oldest track record among peers (19 yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 31.31% (bottom quartile).
  • 3Y return: 23.08% (bottom quartile).
  • 1Y return: -7.14% (bottom quartile).
  • Alpha: -7.46 (bottom quartile).
  • Sharpe: -0.33 (bottom quartile).
  • Information ratio: -0.13 (bottom quartile).

ICICI Prudential Smallcap Fund

  • Bottom quartile AUM (₹8,566 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 30.06% (bottom quartile).
  • 3Y return: 17.89% (bottom quartile).
  • 1Y return: -1.98% (lower mid).
  • Alpha: -4.06 (bottom quartile).
  • Sharpe: -0.18 (bottom quartile).
  • Information ratio: -1.16 (bottom quartile).

Best Diversified Funds for Long Term SIP

Diversified Funds are a class of equity mutual funds. These are the funds that invest across market capitalization, i.e., in large, mid & small cap funds. As, diversified funds invest across market caps, they master in balancing the portfolio. Investors can create a good balance in their portfolio by investing in diversified funds. However, they would still be affected by the Volatility of equities during an unstable market condition.

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Nippon India Multi Cap Fund Growth ₹293.48
↓ -2.42
₹45,366 100 7.27.92.123.430.525.8
IDBI Diversified Equity Fund Growth ₹37.99
↑ 0.14
₹382 500 10.213.213.522.712
Motilal Oswal Multicap 35 Fund Growth ₹59.6733
↓ -2.11
₹13,894 500 3.44622.118.545.7
HDFC Equity Fund Growth ₹1,944.78
↓ -15.98
₹79,585 300 2.35.9722.12823.5
JM Multicap Fund Growth ₹94.6006
↓ -1.12
₹6,144 500 2.1-3.1-8.821.824.833.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryNippon India Multi Cap FundIDBI Diversified Equity FundMotilal Oswal Multicap 35 FundHDFC Equity FundJM Multicap Fund
Point 1Upper mid AUM (₹45,366 Cr).Bottom quartile AUM (₹382 Cr).Lower mid AUM (₹13,894 Cr).Highest AUM (₹79,585 Cr).Bottom quartile AUM (₹6,144 Cr).
Point 2Established history (20+ yrs).Established history (11+ yrs).Established history (11+ yrs).Oldest track record among peers (30 yrs).Established history (16+ yrs).
Point 3Rating: 2★ (bottom quartile).Rating: 2★ (bottom quartile).Top rated.Rating: 3★ (lower mid).Rating: 4★ (upper mid).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 30.54% (top quartile).5Y return: 12.03% (bottom quartile).5Y return: 18.51% (bottom quartile).5Y return: 27.98% (upper mid).5Y return: 24.77% (lower mid).
Point 63Y return: 23.42% (top quartile).3Y return: 22.73% (upper mid).3Y return: 22.15% (lower mid).3Y return: 22.10% (bottom quartile).3Y return: 21.79% (bottom quartile).
Point 71Y return: 2.11% (bottom quartile).1Y return: 13.54% (top quartile).1Y return: 5.98% (lower mid).1Y return: 7.02% (upper mid).1Y return: -8.84% (bottom quartile).
Point 8Alpha: 0.04 (lower mid).Alpha: -1.07 (bottom quartile).Alpha: 8.72 (top quartile).Alpha: 4.30 (upper mid).Alpha: -8.04 (bottom quartile).
Point 9Sharpe: 0.03 (bottom quartile).Sharpe: 1.01 (top quartile).Sharpe: 0.42 (upper mid).Sharpe: 0.39 (lower mid).Sharpe: -0.50 (bottom quartile).
Point 10Information ratio: 0.97 (lower mid).Information ratio: -0.53 (bottom quartile).Information ratio: 0.73 (bottom quartile).Information ratio: 1.47 (top quartile).Information ratio: 1.02 (upper mid).

Nippon India Multi Cap Fund

  • Upper mid AUM (₹45,366 Cr).
  • Established history (20+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 30.54% (top quartile).
  • 3Y return: 23.42% (top quartile).
  • 1Y return: 2.11% (bottom quartile).
  • Alpha: 0.04 (lower mid).
  • Sharpe: 0.03 (bottom quartile).
  • Information ratio: 0.97 (lower mid).

IDBI Diversified Equity Fund

  • Bottom quartile AUM (₹382 Cr).
  • Established history (11+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 12.03% (bottom quartile).
  • 3Y return: 22.73% (upper mid).
  • 1Y return: 13.54% (top quartile).
  • Alpha: -1.07 (bottom quartile).
  • Sharpe: 1.01 (top quartile).
  • Information ratio: -0.53 (bottom quartile).

Motilal Oswal Multicap 35 Fund

  • Lower mid AUM (₹13,894 Cr).
  • Established history (11+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 18.51% (bottom quartile).
  • 3Y return: 22.15% (lower mid).
  • 1Y return: 5.98% (lower mid).
  • Alpha: 8.72 (top quartile).
  • Sharpe: 0.42 (upper mid).
  • Information ratio: 0.73 (bottom quartile).

HDFC Equity Fund

  • Highest AUM (₹79,585 Cr).
  • Oldest track record among peers (30 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 27.98% (upper mid).
  • 3Y return: 22.10% (bottom quartile).
  • 1Y return: 7.02% (upper mid).
  • Alpha: 4.30 (upper mid).
  • Sharpe: 0.39 (lower mid).
  • Information ratio: 1.47 (top quartile).

JM Multicap Fund

  • Bottom quartile AUM (₹6,144 Cr).
  • Established history (16+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 24.77% (lower mid).
  • 3Y return: 21.79% (bottom quartile).
  • 1Y return: -8.84% (bottom quartile).
  • Alpha: -8.04 (bottom quartile).
  • Sharpe: -0.50 (bottom quartile).
  • Information ratio: 1.02 (upper mid).

Best Sector Funds for SIP Long Term

sector funds invests in securities of specific sectors of the Economy, such as telecom, banking, FMCG, Information Technology (IT), pharmaceutical, and infrastructure, etc. For instance, a pharma fund can invest only in stocks of pharma companies and a banking sector fund can invest in banks. Being a sector-specific fund, the risk in such funds is higher. Thus, an investor should have an in-depth knowledge about the specific sector before investing in the fund.

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
ICICI Prudential Banking and Financial Services Fund Growth ₹132.18
↓ -0.80
₹10,088 100 2.81011.416.221.611.6
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹59.47
↓ -0.35
₹3,625 1,000 2.210.79.916.321.58.7
Sundaram Rural and Consumption Fund Growth ₹95.4618
↓ -1.18
₹1,596 100 1.81.20.115.618.920.1
Franklin Build India Fund Growth ₹138.945
↓ -1.09
₹2,968 500 6.18.1-128.832.827.8
DSP Natural Resources and New Energy Fund Growth ₹88.005
↑ 0.14
₹1,316 500 4.45.8-6.120.12413.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryICICI Prudential Banking and Financial Services FundAditya Birla Sun Life Banking And Financial Services FundSundaram Rural and Consumption FundFranklin Build India FundDSP Natural Resources and New Energy Fund
Point 1Highest AUM (₹10,088 Cr).Upper mid AUM (₹3,625 Cr).Bottom quartile AUM (₹1,596 Cr).Lower mid AUM (₹2,968 Cr).Bottom quartile AUM (₹1,316 Cr).
Point 2Established history (16+ yrs).Established history (11+ yrs).Oldest track record among peers (19 yrs).Established history (15+ yrs).Established history (17+ yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 5★ (lower mid).Rating: 5★ (bottom quartile).Rating: 5★ (bottom quartile).
Point 4Risk profile: High.Risk profile: High.Risk profile: Moderately High.Risk profile: High.Risk profile: High.
Point 55Y return: 21.65% (lower mid).5Y return: 21.47% (bottom quartile).5Y return: 18.95% (bottom quartile).5Y return: 32.79% (top quartile).5Y return: 24.03% (upper mid).
Point 63Y return: 16.23% (bottom quartile).3Y return: 16.33% (lower mid).3Y return: 15.57% (bottom quartile).3Y return: 28.76% (top quartile).3Y return: 20.11% (upper mid).
Point 71Y return: 11.38% (top quartile).1Y return: 9.93% (upper mid).1Y return: 0.09% (lower mid).1Y return: -1.01% (bottom quartile).1Y return: -6.07% (bottom quartile).
Point 8Alpha: -0.92 (bottom quartile).Alpha: -6.15 (bottom quartile).Alpha: 0.89 (top quartile).Alpha: 0.00 (upper mid).Alpha: 0.00 (lower mid).
Point 9Sharpe: 0.72 (top quartile).Sharpe: 0.38 (upper mid).Sharpe: 0.17 (lower mid).Sharpe: -0.29 (bottom quartile).Sharpe: -0.48 (bottom quartile).
Point 10Information ratio: 0.11 (upper mid).Information ratio: 0.35 (top quartile).Information ratio: 0.07 (lower mid).Information ratio: 0.00 (bottom quartile).Information ratio: 0.00 (bottom quartile).

ICICI Prudential Banking and Financial Services Fund

  • Highest AUM (₹10,088 Cr).
  • Established history (16+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 21.65% (lower mid).
  • 3Y return: 16.23% (bottom quartile).
  • 1Y return: 11.38% (top quartile).
  • Alpha: -0.92 (bottom quartile).
  • Sharpe: 0.72 (top quartile).
  • Information ratio: 0.11 (upper mid).

Aditya Birla Sun Life Banking And Financial Services Fund

  • Upper mid AUM (₹3,625 Cr).
  • Established history (11+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: High.
  • 5Y return: 21.47% (bottom quartile).
  • 3Y return: 16.33% (lower mid).
  • 1Y return: 9.93% (upper mid).
  • Alpha: -6.15 (bottom quartile).
  • Sharpe: 0.38 (upper mid).
  • Information ratio: 0.35 (top quartile).

Sundaram Rural and Consumption Fund

  • Bottom quartile AUM (₹1,596 Cr).
  • Oldest track record among peers (19 yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 18.95% (bottom quartile).
  • 3Y return: 15.57% (bottom quartile).
  • 1Y return: 0.09% (lower mid).
  • Alpha: 0.89 (top quartile).
  • Sharpe: 0.17 (lower mid).
  • Information ratio: 0.07 (lower mid).

Franklin Build India Fund

  • Lower mid AUM (₹2,968 Cr).
  • Established history (15+ yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 32.79% (top quartile).
  • 3Y return: 28.76% (top quartile).
  • 1Y return: -1.01% (bottom quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.29 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).

DSP Natural Resources and New Energy Fund

  • Bottom quartile AUM (₹1,316 Cr).
  • Established history (17+ yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 24.03% (upper mid).
  • 3Y return: 20.11% (upper mid).
  • 1Y return: -6.07% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.48 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).

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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Sanjay, posted on 9 Jul 22 7:43 AM

Very good for young generation.

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