SOLUTIONS
EXPLORE FUNDS
 CALCULATORS
fincash number+91-22-48913909Dashboard

ફિન્કેશ »મ્યુચ્યુઅલ ફંડ »શ્રેષ્ઠ ઉચ્ચ જોખમ મ્યુચ્યુઅલ ફંડ્સ

ભારતમાં ટોચના 5 શ્રેષ્ઠ ઉચ્ચ જોખમ મ્યુચ્યુઅલ ફંડ્સ

Updated on April 18, 2026 , 21759 views

ઉચ્ચ જોખમમ્યુચ્યુઅલ ફંડ એવા ભંડોળનો સંદર્ભ લો કે જેમાં ભવિષ્યમાં ઉચ્ચ વળતર આપવાની સંભાવના હોય.

High-Risk

આ એવા ફંડ્સ છે જે આદર્શ રીતે એવા રોકાણકારો માટે છે જે રોકાણમાં ઉચ્ચ સ્તરનું જોખમ લેવા તૈયાર છે. પરંતુ, આ ભંડોળ પ્રકૃતિમાં અત્યંત અસ્થિર છે. તેથી જ પોર્ટફોલિયોમાં આવા ઉચ્ચ જોખમવાળા ફંડને સમયાંતરે સક્રિય રીતે સંચાલિત કરવાની જરૂર છે. ઉચ્ચ જોખમ ધરાવતા મ્યુચ્યુઅલ ફંડ સામાન્ય રીતે રોકાણકારોને મહાન ડિવિડન્ડ આપે છે. તેથી, જો તમે સારું વળતર મેળવવા માટે ઉચ્ચ જોખમ લેવા તૈયાર છો, તો તમે પસંદ કરી શકો છોરોકાણ આ લિસ્ટેડ ફંડ્સમાં.

ઉચ્ચ જોખમ રોકાણ શું છે?

ઉચ્ચ જોખમ ભંડોળ લાંબા ગાળાની સંપત્તિ નિર્માણમાં મદદ કરે છે. વ્યક્તિ તેમની લાંબા ગાળાની યોજના પણ બનાવી શકે છેનાણાકીય લક્ષ્યો જેમ કેનિવૃત્તિઆ ભંડોળમાં રોકાણ કરીને વિશ્વ પ્રવાસ, સ્વપ્ન ઘરની ખરીદી, લગ્ન વગેરે. ઉચ્ચ જોખમ ભંડોળ એ લાંબા ગાળાના રોકાણો છે જે 5 વર્ષથી વધુની લાંબી મુદત માટે રોકાણ કરવા માટે હોય છે.

આવા રોકાણો માટે સલાહ આપવામાં આવે છે તે મ્યુચ્યુઅલ ફંડ્સ છેઇક્વિટી ફંડ્સ. ઇક્વિટી ફંડને ઉચ્ચ જોખમ ધરાવતું, ઉચ્ચ વળતરનું ફંડ ગણવામાં આવે છે. ઈક્વિટી ફંડ્સ કંપનીઓના શેરો/શેરમાં રોકાણ કરે છે. ફર્મમાં સીધું જ રોકાણ શરૂ કર્યા વિના કે રોકાણ કર્યા વિના (નાના ભાગમાં) ધંધો ધરાવવાનો તે શ્રેષ્ઠ માર્ગ છે. ઇક્વિટી ફંડના વિવિધ પ્રકારો છે જેમ કેલાર્જ કેપ ફંડ્સ, મધ્ય અનેસ્મોલ કેપ ફંડ્સ,વૈવિધ્યસભર ભંડોળ,ક્ષેત્ર ભંડોળ અનેELSS (ઇક્વિટી લિંક્ડ સેવિંગ્સ સ્કીમ્સ).

શ્રેષ્ઠ ઉચ્ચ જોખમ મ્યુચ્યુઅલ ફંડ્સ

મિડ અને સ્મોલ કેપ ફંડ્સ

મિડ અને સ્મોલ કેપ ફંડ્સ અનુક્રમે મિડ અને સ્મોલ (અથવા સ્ટાર્ટઅપ) કંપનીઓમાં રોકાણ કરે છે. આ ભંડોળમાં ઊભરતી કંપનીઓનો સ્ટોક હોવાથી, તે સ્વભાવે ખૂબ જોખમી છે. તેથી, જે રોકાણકારો લગભગ 7-10 વર્ષ અને તેથી વધુ સમય માટે રોકાણ કરી શકે છે, તેઓએ ફક્ત આ ફંડ્સમાં રોકાણ કરવાનું પસંદ કરવું જોઈએ. જો કંપનીઓ લાંબા ગાળે સારો દેખાવ કરે તો રોકાણકારો સારું વળતર મેળવી શકે છે.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
ICICI Prudential MidCap Fund Growth ₹330.02
↑ 1.16 		₹6,5699.47.527.626.721.611.1
Invesco India Mid Cap Fund Growth ₹180.57
↑ 1.32 		₹9,8953.4-3.91626.721.86.3
Edelweiss Mid Cap Fund Growth ₹103.835
↑ 0.64 		₹13,5543.10.113.325.821.73.8
Sundaram Mid Cap Fund Growth ₹1,430.63
↑ 9.14 		₹11,8983.5-0.213.824.820.64.1
HDFC Mid-Cap Opportunities Fund Growth ₹200.107
↑ 1.58 		₹85,3580.2-0.51424.622.46.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Apr 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryICICI Prudential MidCap FundInvesco India Mid Cap FundEdelweiss Mid Cap FundSundaram Mid Cap FundHDFC Mid-Cap Opportunities Fund
Point 1Bottom quartile AUM (₹6,569 Cr).Bottom quartile AUM (₹9,895 Cr).Upper mid AUM (₹13,554 Cr).Lower mid AUM (₹11,898 Cr).Highest AUM (₹85,358 Cr).
Point 2Established history (21+ yrs).Established history (19+ yrs).Established history (18+ yrs).Oldest track record among peers (23 yrs).Established history (18+ yrs).
Point 3Rating: 2★ (bottom quartile).Rating: 2★ (bottom quartile).Rating: 3★ (upper mid).Top rated.Rating: 3★ (lower mid).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 21.56% (bottom quartile).5Y return: 21.79% (upper mid).5Y return: 21.67% (lower mid).5Y return: 20.59% (bottom quartile).5Y return: 22.40% (top quartile).
Point 63Y return: 26.71% (top quartile).3Y return: 26.67% (upper mid).3Y return: 25.79% (lower mid).3Y return: 24.77% (bottom quartile).3Y return: 24.62% (bottom quartile).
Point 71Y return: 27.64% (top quartile).1Y return: 15.97% (upper mid).1Y return: 13.27% (bottom quartile).1Y return: 13.77% (bottom quartile).1Y return: 14.03% (lower mid).
Point 8Alpha: 8.43 (top quartile).Alpha: 0.00 (bottom quartile).Alpha: -0.08 (bottom quartile).Alpha: 0.04 (lower mid).Alpha: 1.20 (upper mid).
Point 9Sharpe: 0.37 (top quartile).Sharpe: -0.08 (lower mid).Sharpe: -0.12 (bottom quartile).Sharpe: -0.12 (bottom quartile).Sharpe: -0.04 (upper mid).
Point 10Information ratio: 0.42 (top quartile).Information ratio: 0.00 (bottom quartile).Information ratio: 0.31 (lower mid).Information ratio: 0.22 (bottom quartile).Information ratio: 0.39 (upper mid).

ICICI Prudential MidCap Fund

  • Bottom quartile AUM (₹6,569 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 21.56% (bottom quartile).
  • 3Y return: 26.71% (top quartile).
  • 1Y return: 27.64% (top quartile).
  • Alpha: 8.43 (top quartile).
  • Sharpe: 0.37 (top quartile).
  • Information ratio: 0.42 (top quartile).

Invesco India Mid Cap Fund

  • Bottom quartile AUM (₹9,895 Cr).
  • Established history (19+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 21.79% (upper mid).
  • 3Y return: 26.67% (upper mid).
  • 1Y return: 15.97% (upper mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.08 (lower mid).
  • Information ratio: 0.00 (bottom quartile).

Edelweiss Mid Cap Fund

  • Upper mid AUM (₹13,554 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 21.67% (lower mid).
  • 3Y return: 25.79% (lower mid).
  • 1Y return: 13.27% (bottom quartile).
  • Alpha: -0.08 (bottom quartile).
  • Sharpe: -0.12 (bottom quartile).
  • Information ratio: 0.31 (lower mid).

Sundaram Mid Cap Fund

  • Lower mid AUM (₹11,898 Cr).
  • Oldest track record among peers (23 yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 20.59% (bottom quartile).
  • 3Y return: 24.77% (bottom quartile).
  • 1Y return: 13.77% (bottom quartile).
  • Alpha: 0.04 (lower mid).
  • Sharpe: -0.12 (bottom quartile).
  • Information ratio: 0.22 (bottom quartile).

HDFC Mid-Cap Opportunities Fund

  • Highest AUM (₹85,358 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 22.40% (top quartile).
  • 3Y return: 24.62% (bottom quartile).
  • 1Y return: 14.03% (lower mid).
  • Alpha: 1.20 (upper mid).
  • Sharpe: -0.04 (upper mid).
  • Information ratio: 0.39 (upper mid).

સેક્ટર ફંડ

આ એવા ફંડ્સ છે જે સેક્ટર સ્પેસિફિક છે, એટલે કે તેઓ ઈન્ફ્રા, ફાર્મા, બેન્કિંગ જેવા ચોક્કસ સેક્ટરમાં રોકાણ કરે છે. આ ઉચ્ચ જોખમ ધરાવતા ફંડ્સ છે, તે તમારા પૈસાને બમણા કરી શકે છે અથવા મુશ્કેલીમાં મુકી શકે છે. તેથી, રોકાણકારો કે જેઓ સેક્ટરની ભાવિ વૃદ્ધિ વિશે જાણતા હોય કે તેઓ રોકાણ કરવા ઈચ્છે છે તેમણે માત્ર આ ફંડ્સમાં રોકાણ કરવાનું પસંદ કરવું જોઈએ.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
DSP Natural Resources and New Energy Fund Growth ₹109.914
↑ 0.16 		₹2,0449.317.132.623.519.717.5
BOI AXA Manufacturing and Infrastructure Fund Growth ₹61.68
↑ 0.21 		₹64795.221.626.123.17.8
SBI Magnum COMMA Fund Growth ₹115.64
↑ 0.08 		₹9397.88.420.621.315.712.3
SBI PSU Fund Growth ₹36.4763
↑ 0.08 		₹5,8918.310.318.932.92911.3
LIC MF Infrastructure Fund Growth ₹51.6039
↑ 0.21 		₹90511.32.41829.625.4-3.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Apr 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryDSP Natural Resources and New Energy FundBOI AXA Manufacturing and Infrastructure FundSBI Magnum COMMA FundSBI PSU FundLIC MF Infrastructure Fund
Point 1Upper mid AUM (₹2,044 Cr).Bottom quartile AUM (₹647 Cr).Lower mid AUM (₹939 Cr).Highest AUM (₹5,891 Cr).Bottom quartile AUM (₹905 Cr).
Point 2Established history (18+ yrs).Established history (16+ yrs).Oldest track record among peers (20 yrs).Established history (15+ yrs).Established history (18+ yrs).
Point 3Top rated.Not Rated.Rating: 4★ (upper mid).Rating: 2★ (lower mid).Not Rated.
Point 4Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.
Point 55Y return: 19.73% (bottom quartile).5Y return: 23.08% (lower mid).5Y return: 15.72% (bottom quartile).5Y return: 28.98% (top quartile).5Y return: 25.44% (upper mid).
Point 63Y return: 23.55% (bottom quartile).3Y return: 26.05% (lower mid).3Y return: 21.31% (bottom quartile).3Y return: 32.89% (top quartile).3Y return: 29.60% (upper mid).
Point 71Y return: 32.61% (top quartile).1Y return: 21.63% (upper mid).1Y return: 20.63% (lower mid).1Y return: 18.89% (bottom quartile).1Y return: 17.98% (bottom quartile).
Point 8Alpha: 0.00 (lower mid).Alpha: 0.00 (bottom quartile).Alpha: 2.28 (top quartile).Alpha: -1.15 (bottom quartile).Alpha: 2.02 (upper mid).
Point 9Sharpe: 1.19 (top quartile).Sharpe: 0.31 (lower mid).Sharpe: 0.42 (upper mid).Sharpe: 0.27 (bottom quartile).Sharpe: -0.01 (bottom quartile).
Point 10Information ratio: 0.00 (upper mid).Information ratio: 0.00 (lower mid).Information ratio: -0.06 (bottom quartile).Information ratio: -0.31 (bottom quartile).Information ratio: 0.34 (top quartile).

DSP Natural Resources and New Energy Fund

  • Upper mid AUM (₹2,044 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 19.73% (bottom quartile).
  • 3Y return: 23.55% (bottom quartile).
  • 1Y return: 32.61% (top quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 1.19 (top quartile).
  • Information ratio: 0.00 (upper mid).

BOI AXA Manufacturing and Infrastructure Fund

  • Bottom quartile AUM (₹647 Cr).
  • Established history (16+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 23.08% (lower mid).
  • 3Y return: 26.05% (lower mid).
  • 1Y return: 21.63% (upper mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.31 (lower mid).
  • Information ratio: 0.00 (lower mid).

SBI Magnum COMMA Fund

  • Lower mid AUM (₹939 Cr).
  • Oldest track record among peers (20 yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 15.72% (bottom quartile).
  • 3Y return: 21.31% (bottom quartile).
  • 1Y return: 20.63% (lower mid).
  • Alpha: 2.28 (top quartile).
  • Sharpe: 0.42 (upper mid).
  • Information ratio: -0.06 (bottom quartile).

SBI PSU Fund

  • Highest AUM (₹5,891 Cr).
  • Established history (15+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: High.
  • 5Y return: 28.98% (top quartile).
  • 3Y return: 32.89% (top quartile).
  • 1Y return: 18.89% (bottom quartile).
  • Alpha: -1.15 (bottom quartile).
  • Sharpe: 0.27 (bottom quartile).
  • Information ratio: -0.31 (bottom quartile).

LIC MF Infrastructure Fund

  • Bottom quartile AUM (₹905 Cr).
  • Established history (18+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 25.44% (upper mid).
  • 3Y return: 29.60% (upper mid).
  • 1Y return: 17.98% (bottom quartile).
  • Alpha: 2.02 (upper mid).
  • Sharpe: -0.01 (bottom quartile).
  • Information ratio: 0.34 (top quartile).

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

ડાઇવર્સિફાઇડ ફંડ્સ અથવા મલ્ટી કેપ ફંડ્સ

આ ફંડ તમામમાં રોકાણ કરે છેબજાર કેપ- લાર્જ કેપ, મિડ અને સ્મોલ કેપ ફંડ્સ. તેની રોકાણ તકનીકને કારણે, તેઓ પોર્ટફોલિયોને સંતુલિત કરવામાં માસ્ટર છે. જેના કારણે જોખમ મધ્યમ છે. જો એક ફંડ સારું પ્રદર્શન કરવામાં નિષ્ફળ જાય, તો અન્ય ફંડ પોર્ટફોલિયોને સંતુલિત કરવા માટે હોય છે. રોકાણકારોએ આદર્શ રીતે ઓછામાં ઓછા 5 વર્ષ અને તેથી વધુ સમય માટે રોકાણ કરવું જોઈએ.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Aditya Birla Sun Life Manufacturing Equity Fund Growth ₹34.88
↑ 0.10 		₹1,0169.84.520.622.415.43.5
Nippon India Multi Cap Fund Growth ₹299.111
↑ 2.50 		₹46,3214.2-2.78.621.422.24.1
Mahindra Badhat Yojana Growth ₹36.2704
↑ 0.11 		₹5,6613.10.41121.318.93.4
ICICI Prudential Multicap Fund Growth ₹822.31
↑ 5.16 		₹14,6816.31.79.221.218.75.7
Motilal Oswal Multicap 35 Fund Growth ₹56.9045
↑ 0.24 		₹11,679-3.6-9.90.621.213.2-5.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Apr 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryAditya Birla Sun Life Manufacturing Equity FundNippon India Multi Cap FundMahindra Badhat YojanaICICI Prudential Multicap FundMotilal Oswal Multicap 35 Fund
Point 1Bottom quartile AUM (₹1,016 Cr).Highest AUM (₹46,321 Cr).Bottom quartile AUM (₹5,661 Cr).Upper mid AUM (₹14,681 Cr).Lower mid AUM (₹11,679 Cr).
Point 2Established history (11+ yrs).Established history (21+ yrs).Established history (8+ yrs).Oldest track record among peers (31 yrs).Established history (11+ yrs).
Point 3Not Rated.Rating: 2★ (lower mid).Not Rated.Rating: 3★ (upper mid).Top rated.
Point 4Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 15.45% (bottom quartile).5Y return: 22.21% (top quartile).5Y return: 18.90% (upper mid).5Y return: 18.70% (lower mid).5Y return: 13.17% (bottom quartile).
Point 63Y return: 22.37% (top quartile).3Y return: 21.39% (upper mid).3Y return: 21.35% (lower mid).3Y return: 21.21% (bottom quartile).3Y return: 21.18% (bottom quartile).
Point 71Y return: 20.60% (top quartile).1Y return: 8.61% (bottom quartile).1Y return: 11.04% (upper mid).1Y return: 9.19% (lower mid).1Y return: 0.58% (bottom quartile).
Point 8Alpha: 0.00 (lower mid).Alpha: 0.48 (upper mid).Alpha: 2.90 (top quartile).Alpha: -1.27 (bottom quartile).Alpha: -8.96 (bottom quartile).
Point 9Sharpe: 0.06 (top quartile).Sharpe: -0.40 (lower mid).Sharpe: -0.24 (upper mid).Sharpe: -0.52 (bottom quartile).Sharpe: -1.03 (bottom quartile).
Point 10Information ratio: 0.00 (bottom quartile).Information ratio: 0.49 (upper mid).Information ratio: 0.38 (lower mid).Information ratio: 0.23 (bottom quartile).Information ratio: 0.51 (top quartile).

Aditya Birla Sun Life Manufacturing Equity Fund

  • Bottom quartile AUM (₹1,016 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 15.45% (bottom quartile).
  • 3Y return: 22.37% (top quartile).
  • 1Y return: 20.60% (top quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.06 (top quartile).
  • Information ratio: 0.00 (bottom quartile).

Nippon India Multi Cap Fund

  • Highest AUM (₹46,321 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 22.21% (top quartile).
  • 3Y return: 21.39% (upper mid).
  • 1Y return: 8.61% (bottom quartile).
  • Alpha: 0.48 (upper mid).
  • Sharpe: -0.40 (lower mid).
  • Information ratio: 0.49 (upper mid).

Mahindra Badhat Yojana

  • Bottom quartile AUM (₹5,661 Cr).
  • Established history (8+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 18.90% (upper mid).
  • 3Y return: 21.35% (lower mid).
  • 1Y return: 11.04% (upper mid).
  • Alpha: 2.90 (top quartile).
  • Sharpe: -0.24 (upper mid).
  • Information ratio: 0.38 (lower mid).

ICICI Prudential Multicap Fund

  • Upper mid AUM (₹14,681 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 18.70% (lower mid).
  • 3Y return: 21.21% (bottom quartile).
  • 1Y return: 9.19% (lower mid).
  • Alpha: -1.27 (bottom quartile).
  • Sharpe: -0.52 (bottom quartile).
  • Information ratio: 0.23 (bottom quartile).

Motilal Oswal Multicap 35 Fund

  • Lower mid AUM (₹11,679 Cr).
  • Established history (11+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 13.17% (bottom quartile).
  • 3Y return: 21.18% (bottom quartile).
  • 1Y return: 0.58% (bottom quartile).
  • Alpha: -8.96 (bottom quartile).
  • Sharpe: -1.03 (bottom quartile).
  • Information ratio: 0.51 (top quartile).

લાર્જ કેપ ફંડ્સ

આ એવા ફંડ છે જે ભારતમાં મોટા કદની કંપનીઓમાં રોકાણ કરે છે. આ એવી કંપનીઓ છે જે ઉદ્યોગમાં અગ્રણી છે અને તેના સ્થિર વળતર માટે જાણીતી છે. જેમ કે, લાર્જ-કેપ ફંડ્સ મોટી કંપનીઓમાં રોકાણ કરે છે તે મિડ અને સ્મોલ કેપ કરતાં ઓછા જોખમી હોય છે. પરંતુ, ઇક્વિટી ફંડ હોવાને કારણે તેનું જોખમ હંમેશા રહે છે. રોકાણકારો જે મધ્યમથી ઉચ્ચ સ્તરનું જોખમ સહન કરી શકે છે અને 5 વર્ષ અને તેથી વધુ સમય સુધી રોકાણ કરી શકે છે તેઓ આ યોજનાઓમાં રોકાણ કરી શકે છે.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Nippon India Large Cap Fund Growth ₹90.8381
↑ 0.90 		₹46,521-0.5-4.16.417.918.29.2
ICICI Prudential Bluechip Fund Growth ₹109.76
↑ 0.74 		₹69,948-2.2-4.24.516.915.911.3
Invesco India Largecap Fund Growth ₹69.65
↑ 0.82 		₹1,5370.2-4.36.317.414.95.5
HDFC Top 100 Fund Growth ₹1,121.22
↑ 10.19 		₹35,458-3.4-4.91.514.114.87.9
Bandhan Large Cap Fund Growth ₹77.208
↑ 0.55 		₹1,821-1.2-4.16.116.413.78.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Apr 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryNippon India Large Cap FundICICI Prudential Bluechip FundInvesco India Largecap FundHDFC Top 100 FundBandhan Large Cap Fund
Point 1Upper mid AUM (₹46,521 Cr).Highest AUM (₹69,948 Cr).Bottom quartile AUM (₹1,537 Cr).Lower mid AUM (₹35,458 Cr).Bottom quartile AUM (₹1,821 Cr).
Point 2Established history (18+ yrs).Established history (17+ yrs).Established history (16+ yrs).Oldest track record among peers (29 yrs).Established history (19+ yrs).
Point 3Top rated.Rating: 4★ (upper mid).Rating: 3★ (lower mid).Rating: 3★ (bottom quartile).Rating: 2★ (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: 18.16% (top quartile).5Y return: 15.89% (upper mid).5Y return: 14.87% (lower mid).5Y return: 14.83% (bottom quartile).5Y return: 13.68% (bottom quartile).
Point 63Y return: 17.89% (top quartile).3Y return: 16.88% (lower mid).3Y return: 17.43% (upper mid).3Y return: 14.14% (bottom quartile).3Y return: 16.37% (bottom quartile).
Point 71Y return: 6.39% (top quartile).1Y return: 4.47% (bottom quartile).1Y return: 6.30% (upper mid).1Y return: 1.47% (bottom quartile).1Y return: 6.14% (lower mid).
Point 8Alpha: 0.82 (lower mid).Alpha: 0.19 (bottom quartile).Alpha: 0.93 (top quartile).Alpha: -1.93 (bottom quartile).Alpha: 0.86 (upper mid).
Point 9Sharpe: -0.49 (top quartile).Sharpe: -0.55 (bottom quartile).Sharpe: -0.50 (lower mid).Sharpe: -0.70 (bottom quartile).Sharpe: -0.49 (upper mid).
Point 10Information ratio: 1.17 (top quartile).Information ratio: 1.02 (upper mid).Information ratio: 0.54 (bottom quartile).Information ratio: 0.10 (bottom quartile).Information ratio: 0.65 (lower mid).

Nippon India Large Cap Fund

  • Upper mid AUM (₹46,521 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 18.16% (top quartile).
  • 3Y return: 17.89% (top quartile).
  • 1Y return: 6.39% (top quartile).
  • Alpha: 0.82 (lower mid).
  • Sharpe: -0.49 (top quartile).
  • Information ratio: 1.17 (top quartile).

ICICI Prudential Bluechip Fund

  • Highest AUM (₹69,948 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 15.89% (upper mid).
  • 3Y return: 16.88% (lower mid).
  • 1Y return: 4.47% (bottom quartile).
  • Alpha: 0.19 (bottom quartile).
  • Sharpe: -0.55 (bottom quartile).
  • Information ratio: 1.02 (upper mid).

Invesco India Largecap Fund

  • Bottom quartile AUM (₹1,537 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 14.87% (lower mid).
  • 3Y return: 17.43% (upper mid).
  • 1Y return: 6.30% (upper mid).
  • Alpha: 0.93 (top quartile).
  • Sharpe: -0.50 (lower mid).
  • Information ratio: 0.54 (bottom quartile).

HDFC Top 100 Fund

  • Lower mid AUM (₹35,458 Cr).
  • Oldest track record among peers (29 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 14.83% (bottom quartile).
  • 3Y return: 14.14% (bottom quartile).
  • 1Y return: 1.47% (bottom quartile).
  • Alpha: -1.93 (bottom quartile).
  • Sharpe: -0.70 (bottom quartile).
  • Information ratio: 0.10 (bottom quartile).

Bandhan Large Cap Fund

  • Bottom quartile AUM (₹1,821 Cr).
  • Established history (19+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 13.68% (bottom quartile).
  • 3Y return: 16.37% (bottom quartile).
  • 1Y return: 6.14% (lower mid).
  • Alpha: 0.86 (upper mid).
  • Sharpe: -0.49 (upper mid).
  • Information ratio: 0.65 (lower mid).

1. SBI PSU Fund

The objective of the scheme would be to provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks of domestic Public Sector Undertakings and in debt and money market instruments issued by PSUs AND others.

Research Highlights for SBI PSU Fund

  • Lower mid AUM (₹5,891 Cr).
  • Established history (15+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 28.98% (top quartile).
  • 3Y return: 32.89% (upper mid).
  • 1Y return: 18.89% (upper mid).
  • Alpha: -1.15 (bottom quartile).
  • Sharpe: 0.27 (upper mid).
  • Information ratio: -0.31 (lower mid).
  • Higher exposure to Utility vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~95%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding State Bank of India (~16.5%).
  • Top-3 holdings concentration ~36.2%.

Below is the key information for SBI PSU Fund

SBI PSU Fund
Growth
Launch Date 7 Jul 10
NAV (21 Apr 26) ₹36.4763 ↑ 0.08   (0.22 %)
Net Assets (Cr) ₹5,891 on 31 Mar 26
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating ☆☆
Risk High
Expense Ratio 1.89
Sharpe Ratio 0.27
Information Ratio -0.31
Alpha Ratio -1.15
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 Mar 21₹10,000
31 Mar 22₹12,520
31 Mar 23₹14,284
31 Mar 24₹26,707
31 Mar 25₹28,297
31 Mar 26₹30,937

SBI PSU 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 SBI PSU Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Apr 26

DurationReturns
1 Month 7%
3 Month 8.3%
6 Month 10.3%
1 Year 18.9%
3 Year 32.9%
5 Year 29%
10 Year
15 Year
Since launch 8.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 11.3%
2023 23.5%
2022 54%
2021 29%
2020 32.4%
2019 -10%
2018 6%
2017 -23.8%
2016 21.9%
2015 16.2%
Fund Manager information for SBI PSU Fund
NameSinceTenure
Rohit Shimpi1 Jun 241.83 Yr.

Data below for SBI PSU Fund as on 31 Mar 26

Equity Sector Allocation
SectorValue
Utility31.55%
Financial Services30.98%
Energy12.91%
Industrials12.8%
Basic Materials6.89%
Asset Allocation
Asset ClassValue
Cash4.8%
Equity95.12%
Debt0.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Jul 10 | SBIN		17%₹972 Cr9,927,500
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jul 10 | 532898		10%₹590 Cr19,935,554
NTPC Ltd (Utilities)
Equity, Since 31 Jul 10 | 532555		10%₹572 Cr15,443,244
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Jun 24 | BEL		9%₹536 Cr13,385,000
↓ -340,000
GAIL (India) Ltd (Utilities)
Equity, Since 31 May 24 | 532155		9%₹525 Cr38,150,000
↑ 3,200,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 500312		7%₹386 Cr13,555,000
↑ 7,600,000
Bank of Baroda (Financial Services)
Equity, Since 31 Aug 24 | 532134		6%₹324 Cr13,100,000
↑ 2,100,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 500547		5%₹273 Cr9,700,000
NMDC Ltd (Basic Materials)
Equity, Since 31 Oct 23 | 526371		4%₹213 Cr27,900,000
Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 532814		3%₹205 Cr2,427,235

2. ICICI Prudential Infrastructure Fund

To generate capital appreciation and income distribution to unit holders by investing predominantly in equity/equity related securities of the companies belonging to the infrastructure development and balance in debt securities and money market instruments.

Research Highlights for ICICI Prudential Infrastructure Fund

  • Highest AUM (₹7,554 Cr).
  • Established history (20+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 27.77% (upper mid).
  • 3Y return: 24.94% (bottom quartile).
  • 1Y return: 11.48% (bottom quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.38 (bottom quartile).
  • Information ratio: 0.00 (upper mid).
  • Higher exposure to Industrials vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~95%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding InterGlobe Aviation Ltd (~8.7%).

Below is the key information for ICICI Prudential Infrastructure Fund

ICICI Prudential Infrastructure Fund
Growth
Launch Date 31 Aug 05
NAV (21 Apr 26) ₹201.42 ↑ 0.93   (0.46 %)
Net Assets (Cr) ₹7,554 on 31 Mar 26
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating ☆☆☆
Risk High
Expense Ratio 1.89
Sharpe Ratio -0.38
Information Ratio 0
Alpha Ratio 0
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 Mar 21₹10,000
31 Mar 22₹13,553
31 Mar 23₹16,550
31 Mar 24₹27,030
31 Mar 25₹29,212
31 Mar 26₹28,800

ICICI Prudential Infrastructure 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 ICICI Prudential Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Apr 26

DurationReturns
1 Month 10.8%
3 Month 6.5%
6 Month 0.7%
1 Year 11.5%
3 Year 24.9%
5 Year 27.8%
10 Year
15 Year
Since launch 15.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 6.7%
2023 27.4%
2022 44.6%
2021 28.8%
2020 50.1%
2019 3.6%
2018 2.6%
2017 -14%
2016 40.8%
2015 2%
Fund Manager information for ICICI Prudential Infrastructure Fund
NameSinceTenure
Ihab Dalwai3 Jun 178.83 Yr.
Sharmila D’mello30 Jun 223.76 Yr.

Data below for ICICI Prudential Infrastructure Fund as on 31 Mar 26

Equity Sector Allocation
SectorValue
Industrials47.14%
Financial Services10.2%
Basic Materials10.04%
Utility9.84%
Real Estate9.04%
Energy6.55%
Consumer Cyclical2.19%
Communication Services0.09%
Asset Allocation
Asset ClassValue
Cash4.96%
Equity95.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
InterGlobe Aviation Ltd (Industrials)
Equity, Since 28 Feb 23 | INDIGO		9%₹655 Cr1,661,985
↑ 270,536
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT		7%₹528 Cr1,505,704
↑ 100,000
Oberoi Realty Ltd (Real Estate)
Equity, Since 31 May 23 | OBEROIRLTY		5%₹374 Cr2,636,802
↑ 603,969
NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 532555		5%₹346 Cr9,326,448
Shree Cement Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 500387		3%₹226 Cr98,292
↑ 33,738
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Nov 25 | 532929		3%₹219 Cr3,363,877
↑ 462,828
Container Corporation of India Ltd (Industrials)
Equity, Since 31 Jan 16 | CONCOR		3%₹219 Cr5,142,440
↑ 2,109,364
Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 06 | KPIL		3%₹212 Cr2,005,608
↑ 73,641
AIA Engineering Ltd (Industrials)
Equity, Since 28 Feb 21 | AIAENG		3%₹209 Cr574,561
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 23 | RELIANCE		3%₹192 Cr1,429,725
↓ -100,000

3. Invesco India PSU Equity Fund

To generate capital appreciation by investing in Equity and Equity Related Instruments of companies where the Central / State Government(s) has majority shareholding or management control or has powers to appoint majority of directors. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Research Highlights for Invesco India PSU Equity Fund

  • Bottom quartile AUM (₹1,335 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 27.11% (lower mid).
  • 3Y return: 30.73% (lower mid).
  • 1Y return: 17.05% (lower mid).
  • Alpha: -6.00 (bottom quartile).
  • Sharpe: 0.01 (lower mid).
  • Information ratio: -0.79 (bottom quartile).
  • Higher exposure to Financial Services vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • Largest holding State Bank of India (~8.6%).

Below is the key information for Invesco India PSU Equity Fund

Invesco India PSU Equity Fund
Growth
Launch Date 18 Nov 09
NAV (21 Apr 26) ₹68.85 ↓ -0.06   (-0.09 %)
Net Assets (Cr) ₹1,335 on 31 Mar 26
Category Equity - Sectoral
AMC Invesco Asset Management (India) Private Ltd
Rating ☆☆☆
Risk High
Expense Ratio 2.14
Sharpe Ratio 0.01
Information Ratio -0.79
Alpha Ratio -6
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 Mar 21₹10,000
31 Mar 22₹12,277
31 Mar 23₹13,931
31 Mar 24₹25,544
31 Mar 25₹26,724
31 Mar 26₹27,849

Invesco India PSU 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 ₹598,181.
Net Profit of ₹298,181 Invest Now

Returns for Invesco India PSU 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 21 Apr 26

DurationReturns
1 Month 8.5%
3 Month 5.1%
6 Month 5.8%
1 Year 17.1%
3 Year 30.7%
5 Year 27.1%
10 Year
15 Year
Since launch 12.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 10.3%
2023 25.6%
2022 54.5%
2021 20.5%
2020 31.1%
2019 6.1%
2018 10.1%
2017 -16.9%
2016 24.3%
2015 17.9%
Fund Manager information for Invesco India PSU Equity Fund
NameSinceTenure
Hiten Jain1 Jul 250.75 Yr.
Sagar Gandhi1 Jul 250.75 Yr.

Data below for Invesco India PSU Equity Fund as on 31 Mar 26

Equity Sector Allocation
SectorValue
Financial Services30.35%
Industrials28.06%
Utility19.53%
Energy13.58%
Basic Materials3.6%
Consumer Cyclical1.41%
Asset Allocation
Asset ClassValue
Cash3.47%
Equity96.53%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN		9%₹115 Cr1,171,232
Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 532814		7%₹98 Cr1,157,444
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL		7%₹91 Cr261,137
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | 500547		6%₹86 Cr3,076,024
↑ 359,015
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL		6%₹83 Cr2,078,629
↓ -237,890
NTPC Ltd (Utilities)
Equity, Since 31 May 19 | 532555		5%₹67 Cr1,801,543
Bank of Baroda (Financial Services)
Equity, Since 30 Jun 21 | 532134		5%₹65 Cr2,611,219
↑ 133,663
NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN		5%₹63 Cr6,852,914
↓ -2,276,906
REC Ltd (Financial Services)
Equity, Since 31 Aug 23 | 532955		4%₹52 Cr1,703,577
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 500312		4%₹52 Cr1,821,612

4. DSP World Gold Fund

"The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of MLIIF - WGF. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or units of money market/liquid schemes of DSP Merrill Lynch Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized."

Research Highlights for DSP World Gold Fund

  • Bottom quartile AUM (₹1,769 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 26.75% (bottom quartile).
  • 3Y return: 49.95% (top quartile).
  • 1Y return: 113.60% (top quartile).
  • Alpha: 1.04 (top quartile).
  • Sharpe: 2.16 (top quartile).
  • Information ratio: -0.83 (bottom quartile).
  • Higher exposure to Basic Materials vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~94%).
  • Largest holding BGF World Gold I2 (~69.9%).
  • Top-3 holdings concentration ~101.6%.

Below is the key information for DSP World Gold Fund

DSP World Gold Fund
Growth
Launch Date 14 Sep 07
NAV (20 Apr 26) ₹63.5072 ↓ -0.36   (-0.56 %)
Net Assets (Cr) ₹1,769 on 31 Mar 26
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating ☆☆☆
Risk High
Expense Ratio 1.41
Sharpe Ratio 2.16
Information Ratio -0.83
Alpha Ratio 1.04
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 21₹10,000
31 Mar 22₹11,138
31 Mar 23₹10,487
31 Mar 24₹10,232
31 Mar 25₹15,284
31 Mar 26₹33,879

DSP World Gold 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 DSP World Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Apr 26

DurationReturns
1 Month 23.2%
3 Month 1.8%
6 Month 36.6%
1 Year 113.6%
3 Year 50%
5 Year 26.7%
10 Year
15 Year
Since launch 10.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 167.1%
2023 15.9%
2022 7%
2021 -7.7%
2020 -9%
2019 31.4%
2018 35.1%
2017 -10.7%
2016 -4%
2015 52.7%
Fund Manager information for DSP World Gold Fund
NameSinceTenure
Jay Kothari1 Mar 1313.09 Yr.

Data below for DSP World Gold Fund as on 31 Mar 26

Equity Sector Allocation
SectorValue
Basic Materials94.27%
Asset Allocation
Asset ClassValue
Cash3.92%
Equity94.27%
Debt0.01%
Other1.8%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF World Gold I2
Investment Fund | -		70%₹1,531 Cr1,103,589
↓ -74,069
VanEck Gold Miners ETF
- | GDX		28%₹604 Cr573,719
Treps / Reverse Repo Investments
CBLO/Reverse Repo | -		4%₹90 Cr
Net Receivables/Payables
Net Current Assets | -		2%-₹35 Cr

5. Nippon India Power and Infra Fund

(Erstwhile Reliance Diversified Power Sector Fund)

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies in the power sector.

Research Highlights for Nippon India Power and Infra Fund

  • Upper mid AUM (₹6,534 Cr).
  • Oldest track record among peers (21 yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 26.12% (bottom quartile).
  • 3Y return: 27.86% (bottom quartile).
  • 1Y return: 15.61% (bottom quartile).
  • Alpha: -0.88 (lower mid).
  • Sharpe: -0.19 (bottom quartile).
  • Information ratio: 0.38 (top quartile).
  • Top sector: Industrials.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~99%).
  • Largest holding Reliance Industries Ltd (~9.6%).

Below is the key information for Nippon India Power and Infra Fund

Nippon India Power and Infra Fund
Growth
Launch Date 8 May 04
NAV (21 Apr 26) ₹374.18 ↑ 0.99   (0.27 %)
Net Assets (Cr) ₹6,534 on 31 Mar 26
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating ☆☆☆☆
Risk High
Expense Ratio 1.85
Sharpe Ratio -0.19
Information Ratio 0.38
Alpha Ratio -0.88
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 Mar 21₹10,000
31 Mar 22₹12,490
31 Mar 23₹14,486
31 Mar 24₹25,615
31 Mar 25₹26,322
31 Mar 26₹26,803

Nippon India Power and Infra 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 Nippon India Power and Infra Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Apr 26

DurationReturns
1 Month 10.9%
3 Month 14.6%
6 Month 5.6%
1 Year 15.6%
3 Year 27.9%
5 Year 26.1%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 -0.5%
2023 26.9%
2022 58%
2021 10.9%
2020 48.9%
2019 10.8%
2018 -2.9%
2017 -21.1%
2016 61.7%
2015 0.1%
Fund Manager information for Nippon India Power and Infra Fund
NameSinceTenure
Kinjal Desai25 May 187.86 Yr.
Rahul Modi19 Aug 241.62 Yr.
Amber Singhania11 Mar 260.06 Yr.

Data below for Nippon India Power and Infra Fund as on 31 Mar 26

Equity Sector Allocation
SectorValue
Industrials33.96%
Utility23.84%
Energy10.82%
Consumer Cyclical10.6%
Basic Materials6.71%
Technology4.26%
Financial Services2.97%
Communication Services2.32%
Health Care2.26%
Real Estate1.63%
Asset Allocation
Asset ClassValue
Cash0.62%
Equity99.38%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE		10%₹626 Cr4,660,000
NTPC Ltd (Utilities)
Equity, Since 31 May 09 | 532555		8%₹511 Cr13,800,000
↓ -1,700,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT		6%₹408 Cr1,164,337
↑ 175,000
Tata Power Co Ltd (Utilities)
Equity, Since 30 Apr 23 | 500400		4%₹288 Cr7,600,789
↓ -300,000
NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN		3%₹226 Cr24,491,079
↑ 1,920,000
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 30 Sep 24 | 500093		3%₹178 Cr2,720,014
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 24 | 500103		3%₹168 Cr6,848,468
↓ -51,532
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 532538		2%₹161 Cr150,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL		2%₹152 Cr850,000
↑ 70,000
NLC India Ltd (Utilities)
Equity, Since 31 Aug 24 | 513683		2%₹149 Cr5,531,878

ઉચ્ચ જોખમવાળા રોકાણમાં SIP રૂટ લેવો એ શા માટે સ્માર્ટ ચોઇસ છે?

એક વ્યવસ્થિતરોકાણ યોજના (SIP) એ મ્યુચ્યુઅલ ફંડ્સમાં, ખાસ કરીને ઇક્વિટી ફંડ્સમાં રોકાણનું કાર્યક્ષમ મોડ છે. SIP પરવાનગી આપે છેરોકાણકાર સ્કીમમાં નિયમિતપણે નિશ્ચિત રકમનું રોકાણ કરવું. SIPનો એક મહત્વનો ફાયદો એ છે કે તે રૂપિયાની સરેરાશ કિંમતમાં મદદ કરે છે. જ્યારે તમે બજારની સ્થિતિને ધ્યાનમાં લીધા વિના, સમયાંતરે નિયમિતપણે રોકાણ કરો છો, ત્યારે જ્યારે બજાર ઓછું હોય ત્યારે તમને વધુ એકમો અને જ્યારે બજાર ઊંચું હોય ત્યારે ઓછા એકમો મળશે. આ તમારા મ્યુચ્યુઅલ ફંડ એકમોની ખરીદીની કિંમતને સરેરાશ બનાવે છે.

બીજો ફાયદો છેસંયોજન શક્તિ. જ્યારે તમે લાંબા સમય સુધી રોકાણ કરો છો ત્યારે તમારા પૈસા ચક્રવૃદ્ધિ થવા લાગે છે. સંચિત કોર્પસનું બજારમાં ફરીથી રોકાણ કરવામાં આવે છે અને તમે તમારા રોકાણ દ્વારા મેળવેલા વળતર પર વળતર મેળવો છો. આ એક વિશાળ ભંડોળ બનાવવામાં મદદ કરે છે જે તમને નિયમિત નાના રોકાણો સાથે તમારા લાંબા ગાળાના લક્ષ્યોને પ્રાપ્ત કરવામાં મદદ કરી શકે છે.

SIP ના કેટલાક અન્ય ફાયદાઓ છે:

  • ન્યૂનતમ રોકાણ INR 500 થી શરૂ થાય છે
  • લાંબા ગાળાની બચતની આદત બનાવે છે
  • લાંબા ગાળાના જોખમને ઘટાડે છે
  • લક્ષ્ય મુજબના રોકાણમાં મદદ કરે છે

હાઈ રિસ્ક મ્યુચ્યુઅલ ફંડમાં કેવી રીતે રોકાણ કરવું?

  1. Fincash.com પર આજીવન માટે મફત રોકાણ ખાતું ખોલો.

  2. તમારી નોંધણી અને KYC પ્રક્રિયા પૂર્ણ કરો

  3. દસ્તાવેજો અપલોડ કરો (PAN, આધાર, વગેરે).અને, તમે રોકાણ કરવા માટે તૈયાર છો!

    શરૂ કરો

Disclaimer:
અહીં આપેલી માહિતી સચોટ છે તેની ખાતરી કરવા માટેના તમામ પ્રયાસો કરવામાં આવ્યા છે. જો કે, ડેટાની શુદ્ધતા અંગે કોઈ ગેરંટી આપવામાં આવતી નથી. કોઈપણ રોકાણ કરતા પહેલા કૃપા કરીને સ્કીમ માહિતી દસ્તાવેજ સાથે ચકાસો.

You Might Also Like

How helpful was this page ?
☆☆☆☆☆ Rated 4, based on 5 reviews.
POST A COMMENT

Get it on Google Play
PRODUCT SOLUTIONS
MUTUAL FUNDS
TOP FUNDS
CALCULATORS
ABOUT US
CONNECT WITH US
Shepard Technologies Pvt. Ltd : 1808, Solus, Hiranandani Estate, Thane, Maharashtra - 400607

AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

Shepard Technologies Pvt. Ltd. (with ARN code 112358) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.

©2026 Shepard Technologies Private Limited. All Rights Reserved