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फिनकैश »म्यूचुअल फंड्स »सर्वश्रेष्ठ उच्च जोखिम वाले म्युचुअल फंड

भारत में शीर्ष 5 सर्वश्रेष्ठ उच्च जोखिम वाले म्युचुअल फंड

Updated on October 1, 2025 , 21319 views

भारी जोखिमम्यूचुअल फंड्स उन फंडों को देखें जिनमें भविष्य में उच्च रिटर्न देने की क्षमता है।

High-Risk

ये ऐसे फंड हैं जो आदर्श रूप से उन निवेशकों के लिए हैं जो निवेश में उच्च स्तर का जोखिम लेने के इच्छुक हैं। लेकिन, ये फंड प्रकृति में अत्यधिक अस्थिर होते हैं। इसलिए पोर्टफोलियो में ऐसे उच्च जोखिम वाले फंड को समय-समय पर सक्रिय रूप से प्रबंधित करने की आवश्यकता होती है। उच्च जोखिम वाले म्युचुअल फंड आमतौर पर निवेशकों को शानदार लाभांश प्रदान करते हैं। इसलिए, यदि आप अच्छा रिटर्न अर्जित करने के लिए उच्च जोखिम लेने को तैयार हैं, तो आप पसंद कर सकते हैंनिवेश इन सूचीबद्ध फंडों में।

उच्च जोखिम वाले निवेश क्या हैं?

उच्च जोखिम वाले फंड लंबी अवधि के धन सृजन में मदद करते हैं। कोई अपनी लंबी अवधि की योजना भी बना सकता हैवित्तीय लक्ष्यों जैसे किनिवृत्तिइन फंडों में निवेश करके, विश्व भ्रमण, सपनों का घर खरीदना, शादी करना आदि। उच्च जोखिम वाले फंड लंबी अवधि के निवेश होते हैं जो कि 5 साल से अधिक की लंबी अवधि के लिए निवेश किए जाते हैं।

ऐसे निवेश के लिए सलाह दी जाने वाली म्युचुअल फंड हैंइक्विटी फ़ंड. इक्विटी फंड को हाई रिस्क, हाई रिटर्न फंड माना जाता है। इक्विटी फंड कंपनियों के शेयरों/शेयरों में निवेश करते हैं। यह सीधे किसी फर्म में शुरू या निवेश किए बिना (एक छोटे से हिस्से में) व्यवसाय करने का सबसे अच्छा तरीका है। इक्विटी फंड विभिन्न प्रकार के होते हैं जैसेलार्ज कैप फंड, मध्य औरस्मॉल कैप फंड,विविध निधि,क्षेत्र निधि तथाईएलएसएस (इक्विटी से जुड़ी बचत योजनाएं)।

सर्वश्रेष्ठ उच्च जोखिम वाले म्युचुअल फंड

मिड एंड स्मॉल कैप फंड

मिड और स्मॉल कैप फंड क्रमशः मिड और स्मॉल (या स्टार्टअप) कंपनियों में निवेश करते हैं। चूंकि इन फंडों में उभरती हुई कंपनियों का स्टॉक होता है, इसलिए वे प्रकृति में बहुत जोखिम भरे होते हैं। इसलिए, जो निवेशक लगभग 7-10 साल या उससे अधिक के लिए निवेश कर सकते हैं, उन्हें केवल इन फंडों में निवेश करना चाहिए। अगर लंबी अवधि में कंपनियां अच्छा प्रदर्शन करती हैं तो निवेशकों को अच्छा रिटर्न मिल सकता है।

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Invesco India Mid Cap Fund Growth ₹178.83
↑ 0.27 		₹8,062-1.316.9627.527.143.1
HDFC Mid-Cap Opportunities Fund Growth ₹193.744
↑ 1.07 		₹83,105-1.512.31.22628.628.6
Motilal Oswal Midcap 30 Fund  Growth ₹100.96
↑ 0.99 		₹34,780-3.810.7-5.725.73257.1
Edelweiss Mid Cap Fund Growth ₹100.223
↑ 0.60 		₹11,297-3120.324.728.638.9
Sundaram Mid Cap Fund Growth ₹1,387.31
↑ 12.47 		₹12,501-0.212.3-1.423.72632
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Oct 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryInvesco India Mid Cap FundHDFC Mid-Cap Opportunities FundMotilal Oswal Midcap 30 Fund Edelweiss Mid Cap FundSundaram Mid Cap Fund
Point 1Bottom quartile AUM (₹8,062 Cr).Highest AUM (₹83,105 Cr).Upper mid AUM (₹34,780 Cr).Bottom quartile AUM (₹11,297 Cr).Lower mid AUM (₹12,501 Cr).
Point 2Established history (18+ yrs).Established history (18+ yrs).Established history (11+ yrs).Established history (17+ yrs).Oldest track record among peers (23 yrs).
Point 3Rating: 2★ (bottom quartile).Rating: 3★ (upper mid).Rating: 3★ (lower mid).Rating: 3★ (bottom quartile).Top rated.
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: High.Risk profile: Moderately High.
Point 55Y return: 27.05% (bottom quartile).5Y return: 28.65% (upper mid).5Y return: 31.96% (top quartile).5Y return: 28.56% (lower mid).5Y return: 26.03% (bottom quartile).
Point 63Y return: 27.45% (top quartile).3Y return: 25.98% (upper mid).3Y return: 25.73% (lower mid).3Y return: 24.72% (bottom quartile).3Y return: 23.73% (bottom quartile).
Point 71Y return: 6.02% (top quartile).1Y return: 1.22% (upper mid).1Y return: -5.67% (bottom quartile).1Y return: 0.26% (lower mid).1Y return: -1.44% (bottom quartile).
Point 8Alpha: 0.00 (bottom quartile).Alpha: 3.39 (lower mid).Alpha: 4.99 (top quartile).Alpha: 3.95 (upper mid).Alpha: 2.99 (bottom quartile).
Point 9Sharpe: 0.14 (top quartile).Sharpe: -0.28 (bottom quartile).Sharpe: -0.18 (upper mid).Sharpe: -0.28 (lower mid).Sharpe: -0.33 (bottom quartile).
Point 10Information ratio: 0.00 (bottom quartile).Information ratio: 0.88 (top quartile).Information ratio: 0.57 (upper mid).Information ratio: 0.39 (lower mid).Information ratio: 0.22 (bottom quartile).

Invesco India Mid Cap Fund

  • Bottom quartile AUM (₹8,062 Cr).
  • Established history (18+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 27.05% (bottom quartile).
  • 3Y return: 27.45% (top quartile).
  • 1Y return: 6.02% (top quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.14 (top quartile).
  • Information ratio: 0.00 (bottom quartile).

HDFC Mid-Cap Opportunities Fund

  • Highest AUM (₹83,105 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 28.65% (upper mid).
  • 3Y return: 25.98% (upper mid).
  • 1Y return: 1.22% (upper mid).
  • Alpha: 3.39 (lower mid).
  • Sharpe: -0.28 (bottom quartile).
  • Information ratio: 0.88 (top quartile).

Motilal Oswal Midcap 30 Fund 

  • Upper mid AUM (₹34,780 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 31.96% (top quartile).
  • 3Y return: 25.73% (lower mid).
  • 1Y return: -5.67% (bottom quartile).
  • Alpha: 4.99 (top quartile).
  • Sharpe: -0.18 (upper mid).
  • Information ratio: 0.57 (upper mid).

Edelweiss Mid Cap Fund

  • Bottom quartile AUM (₹11,297 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 28.56% (lower mid).
  • 3Y return: 24.72% (bottom quartile).
  • 1Y return: 0.26% (lower mid).
  • Alpha: 3.95 (upper mid).
  • Sharpe: -0.28 (lower mid).
  • Information ratio: 0.39 (lower mid).

Sundaram Mid Cap Fund

  • Lower mid AUM (₹12,501 Cr).
  • Oldest track record among peers (23 yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 26.03% (bottom quartile).
  • 3Y return: 23.73% (bottom quartile).
  • 1Y return: -1.44% (bottom quartile).
  • Alpha: 2.99 (bottom quartile).
  • Sharpe: -0.33 (bottom quartile).
  • Information ratio: 0.22 (bottom quartile).

क्षेत्र निधि

ये वे फंड हैं जो सेक्टर विशिष्ट हैं, इसका मतलब है कि वे इन्फ्रा, फार्मा, बैंकिंग जैसे किसी विशेष क्षेत्र में निवेश करते हैं। ये हाई-रिस्क फंड हैं, ये आपके पैसे को दोगुना या परेशान कर सकते हैं। इसलिए, जिन निवेशकों को इस क्षेत्र के भविष्य के विकास के बारे में जानकारी है, जिसमें वह निवेश करना चाहते हैं, उन्हें केवल इन फंडों में निवेश करना पसंद करना चाहिए।

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
SBI Banking & Financial Services Fund Growth ₹43.1001
↑ 0.17 		₹8,3710.512.112.520.422.119.6
TATA Banking and Financial Services Fund Growth ₹42.8689
↑ 0.26 		₹2,819-2.38.88.219.320.69
UTI Banking and Financial Services Fund Growth ₹189.52
↑ 0.61 		₹1,255-1.68.57.517.821.611.1
ICICI Prudential Banking and Financial Services Fund Growth ₹133.56
↑ 0.19 		₹9,688-1.29.16.816.921.411.6
Baroda Pioneer Banking And Financial Services Fund Growth ₹47.4656
↑ 0.16 		₹295-2.17.76.717.619.812.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Oct 25

Research Highlights & Commentary of 5 Funds showcased

CommentarySBI Banking & Financial Services FundTATA Banking and Financial Services FundUTI Banking and Financial Services FundICICI Prudential Banking and Financial Services FundBaroda Pioneer Banking And Financial Services Fund
Point 1Upper mid AUM (₹8,371 Cr).Lower mid AUM (₹2,819 Cr).Bottom quartile AUM (₹1,255 Cr).Highest AUM (₹9,688 Cr).Bottom quartile AUM (₹295 Cr).
Point 2Established history (10+ yrs).Established history (9+ yrs).Oldest track record among peers (21 yrs).Established history (17+ yrs).Established history (13+ yrs).
Point 3Not Rated.Not Rated.Rating: 3★ (upper mid).Top rated.Rating: 2★ (lower mid).
Point 4Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.
Point 55Y return: 22.09% (top quartile).5Y return: 20.55% (bottom quartile).5Y return: 21.59% (upper mid).5Y return: 21.43% (lower mid).5Y return: 19.82% (bottom quartile).
Point 63Y return: 20.43% (top quartile).3Y return: 19.28% (upper mid).3Y return: 17.79% (lower mid).3Y return: 16.91% (bottom quartile).3Y return: 17.64% (bottom quartile).
Point 71Y return: 12.53% (top quartile).1Y return: 8.22% (upper mid).1Y return: 7.47% (lower mid).1Y return: 6.83% (bottom quartile).1Y return: 6.73% (bottom quartile).
Point 8Alpha: 0.46 (top quartile).Alpha: -3.57 (bottom quartile).Alpha: -3.36 (bottom quartile).Alpha: -2.57 (lower mid).Alpha: -1.26 (upper mid).
Point 9Sharpe: 0.28 (top quartile).Sharpe: -0.01 (bottom quartile).Sharpe: 0.01 (bottom quartile).Sharpe: 0.03 (lower mid).Sharpe: 0.16 (upper mid).
Point 10Information ratio: 0.69 (top quartile).Information ratio: 0.56 (upper mid).Information ratio: 0.28 (bottom quartile).Information ratio: 0.32 (bottom quartile).Information ratio: 0.38 (lower mid).

SBI Banking & Financial Services Fund

  • Upper mid AUM (₹8,371 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 22.09% (top quartile).
  • 3Y return: 20.43% (top quartile).
  • 1Y return: 12.53% (top quartile).
  • Alpha: 0.46 (top quartile).
  • Sharpe: 0.28 (top quartile).
  • Information ratio: 0.69 (top quartile).

TATA Banking and Financial Services Fund

  • Lower mid AUM (₹2,819 Cr).
  • Established history (9+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 20.55% (bottom quartile).
  • 3Y return: 19.28% (upper mid).
  • 1Y return: 8.22% (upper mid).
  • Alpha: -3.57 (bottom quartile).
  • Sharpe: -0.01 (bottom quartile).
  • Information ratio: 0.56 (upper mid).

UTI Banking and Financial Services Fund

  • Bottom quartile AUM (₹1,255 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 21.59% (upper mid).
  • 3Y return: 17.79% (lower mid).
  • 1Y return: 7.47% (lower mid).
  • Alpha: -3.36 (bottom quartile).
  • Sharpe: 0.01 (bottom quartile).
  • Information ratio: 0.28 (bottom quartile).

ICICI Prudential Banking and Financial Services Fund

  • Highest AUM (₹9,688 Cr).
  • Established history (17+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 21.43% (lower mid).
  • 3Y return: 16.91% (bottom quartile).
  • 1Y return: 6.83% (bottom quartile).
  • Alpha: -2.57 (lower mid).
  • Sharpe: 0.03 (lower mid).
  • Information ratio: 0.32 (bottom quartile).

Baroda Pioneer Banking And Financial Services Fund

  • Bottom quartile AUM (₹295 Cr).
  • Established history (13+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: High.
  • 5Y return: 19.82% (bottom quartile).
  • 3Y return: 17.64% (bottom quartile).
  • 1Y return: 6.73% (bottom quartile).
  • Alpha: -1.26 (upper mid).
  • Sharpe: 0.16 (upper mid).
  • Information ratio: 0.38 (lower mid).

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डायवर्सिफाइड फंड या मल्टी कैप फंड

ये फंड सभी में निवेश करते हैंमंडी कैप- लार्ज कैप, मिड और स्मॉल कैप फंड। इसकी निवेश तकनीक के कारण, वे पोर्टफोलियो को संतुलित करने में महारत हासिल करते हैं। जिससे जोखिम मध्यम है। यदि एक फंड अच्छा प्रदर्शन करने में विफल रहता है, तो दूसरा पोर्टफोलियो को संतुलित करने के लिए होता है। निवेशकों को आदर्श रूप से कम से कम 5 साल या उससे अधिक के लिए निवेशित रहना चाहिए।

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
HDFC Equity Fund Growth ₹2,026.13
↑ 6.20 		₹81,9361.910.25.824.229.123.5
JM Multicap Fund Growth ₹97.7583
↑ 0.35 		₹5,943-1.57.5-923.825.833.3
Nippon India Multi Cap Fund Growth ₹300.662
↑ 1.74 		₹46,2160.212.1-0.12330.225.8
Motilal Oswal Multicap 35 Fund Growth ₹60.9374
↑ 0.50 		₹13,679-4.28.7-2.722.319.145.7
ICICI Prudential Multicap Fund Growth ₹787.29
↑ 4.45 		₹15,281-27-3.220.824.320.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Oct 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryHDFC Equity FundJM Multicap FundNippon India Multi Cap FundMotilal Oswal Multicap 35 FundICICI Prudential Multicap Fund
Point 1Highest AUM (₹81,936 Cr).Bottom quartile AUM (₹5,943 Cr).Upper mid AUM (₹46,216 Cr).Bottom quartile AUM (₹13,679 Cr).Lower mid AUM (₹15,281 Cr).
Point 2Established history (30+ yrs).Established history (17+ yrs).Established history (20+ yrs).Established history (11+ yrs).Oldest track record among peers (31 yrs).
Point 3Rating: 3★ (lower mid).Rating: 4★ (upper mid).Rating: 2★ (bottom quartile).Top rated.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: 29.06% (upper mid).5Y return: 25.79% (lower mid).5Y return: 30.20% (top quartile).5Y return: 19.07% (bottom quartile).5Y return: 24.34% (bottom quartile).
Point 63Y return: 24.17% (top quartile).3Y return: 23.80% (upper mid).3Y return: 22.95% (lower mid).3Y return: 22.33% (bottom quartile).3Y return: 20.83% (bottom quartile).
Point 71Y return: 5.78% (top quartile).1Y return: -8.98% (bottom quartile).1Y return: -0.07% (upper mid).1Y return: -2.73% (lower mid).1Y return: -3.19% (bottom quartile).
Point 8Alpha: 4.96 (upper mid).Alpha: -8.50 (bottom quartile).Alpha: 3.10 (lower mid).Alpha: 9.76 (top quartile).Alpha: -2.00 (bottom quartile).
Point 9Sharpe: -0.16 (upper mid).Sharpe: -1.13 (bottom quartile).Sharpe: -0.38 (lower mid).Sharpe: -0.06 (top quartile).Sharpe: -0.71 (bottom quartile).
Point 10Information ratio: 1.74 (top quartile).Information ratio: 1.09 (lower mid).Information ratio: 1.10 (upper mid).Information ratio: 0.79 (bottom quartile).Information ratio: 0.53 (bottom quartile).

HDFC Equity Fund

  • Highest AUM (₹81,936 Cr).
  • Established history (30+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 29.06% (upper mid).
  • 3Y return: 24.17% (top quartile).
  • 1Y return: 5.78% (top quartile).
  • Alpha: 4.96 (upper mid).
  • Sharpe: -0.16 (upper mid).
  • Information ratio: 1.74 (top quartile).

JM Multicap Fund

  • Bottom quartile AUM (₹5,943 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 25.79% (lower mid).
  • 3Y return: 23.80% (upper mid).
  • 1Y return: -8.98% (bottom quartile).
  • Alpha: -8.50 (bottom quartile).
  • Sharpe: -1.13 (bottom quartile).
  • Information ratio: 1.09 (lower mid).

Nippon India Multi Cap Fund

  • Upper mid AUM (₹46,216 Cr).
  • Established history (20+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 30.20% (top quartile).
  • 3Y return: 22.95% (lower mid).
  • 1Y return: -0.07% (upper mid).
  • Alpha: 3.10 (lower mid).
  • Sharpe: -0.38 (lower mid).
  • Information ratio: 1.10 (upper mid).

Motilal Oswal Multicap 35 Fund

  • Bottom quartile AUM (₹13,679 Cr).
  • Established history (11+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 19.07% (bottom quartile).
  • 3Y return: 22.33% (bottom quartile).
  • 1Y return: -2.73% (lower mid).
  • Alpha: 9.76 (top quartile).
  • Sharpe: -0.06 (top quartile).
  • Information ratio: 0.79 (bottom quartile).

ICICI Prudential Multicap Fund

  • Lower mid AUM (₹15,281 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 24.34% (bottom quartile).
  • 3Y return: 20.83% (bottom quartile).
  • 1Y return: -3.19% (bottom quartile).
  • Alpha: -2.00 (bottom quartile).
  • Sharpe: -0.71 (bottom quartile).
  • Information ratio: 0.53 (bottom quartile).

लार्ज कैप फंड

ये वे फंड हैं जो भारत में बड़े आकार की कंपनियों में निवेश करते हैं। ये ऐसी फर्में हैं जो उद्योग में अग्रणी हैं और अपने स्थिर रिटर्न के लिए जानी जाती हैं। चूंकि लार्ज-कैप फंड बड़ी कंपनियों में निवेश करते हैं, इसलिए वे मिड और स्मॉल कैप की तुलना में कम जोखिम वाले होते हैं। लेकिन, इक्विटी फंड होने के नाते इसमें जोखिम हमेशा बना रहता है। निवेशक जो मध्यम से उच्च स्तर के जोखिम को सहन कर सकते हैं और 5 साल या उससे अधिक समय तक निवेशित रह सकते हैं, इन योजनाओं में निवेश कर सकते हैं।

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Nippon India Large Cap Fund Growth ₹91.6165
↑ 0.29 		₹45,0120.610.5220.72518.2
ICICI Prudential Bluechip Fund Growth ₹110.8
↑ 0.37 		₹71,840-0.48.40.719.521.816.9
HDFC Top 100 Fund Growth ₹1,135.5
↑ 2.02 		₹37,659-0.96.4-3.117.721.611.6
TATA Large Cap Fund Growth ₹504.968
↑ 2.67 		₹2,615-0.17.7-1.716.419.612.9
Aditya Birla Sun Life Frontline Equity Fund Growth ₹524.98
↑ 1.81 		₹29,867-1.58.5-1.416.419.315.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Oct 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryNippon India Large Cap FundICICI Prudential Bluechip FundHDFC Top 100 FundTATA Large Cap FundAditya Birla Sun Life Frontline Equity Fund
Point 1Upper mid AUM (₹45,012 Cr).Highest AUM (₹71,840 Cr).Lower mid AUM (₹37,659 Cr).Bottom quartile AUM (₹2,615 Cr).Bottom quartile AUM (₹29,867 Cr).
Point 2Established history (18+ yrs).Established history (17+ yrs).Oldest track record among peers (29 yrs).Established history (27+ yrs).Established history (23+ yrs).
Point 3Top rated.Rating: 4★ (upper mid).Rating: 3★ (bottom quartile).Rating: 3★ (bottom quartile).Rating: 4★ (lower 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: 25.02% (top quartile).5Y return: 21.78% (upper mid).5Y return: 21.55% (lower mid).5Y return: 19.58% (bottom quartile).5Y return: 19.33% (bottom quartile).
Point 63Y return: 20.66% (top quartile).3Y return: 19.49% (upper mid).3Y return: 17.73% (lower mid).3Y return: 16.36% (bottom quartile).3Y return: 16.38% (bottom quartile).
Point 71Y return: 2.02% (top quartile).1Y return: 0.75% (upper mid).1Y return: -3.13% (bottom quartile).1Y return: -1.69% (bottom quartile).1Y return: -1.40% (lower mid).
Point 8Alpha: 2.49 (top quartile).Alpha: 1.67 (upper mid).Alpha: -2.93 (bottom quartile).Alpha: -2.79 (bottom quartile).Alpha: 0.89 (lower mid).
Point 9Sharpe: -0.40 (top quartile).Sharpe: -0.51 (upper mid).Sharpe: -0.87 (bottom quartile).Sharpe: -0.85 (bottom quartile).Sharpe: -0.57 (lower mid).
Point 10Information ratio: 1.96 (top quartile).Information ratio: 1.64 (upper mid).Information ratio: 0.92 (lower mid).Information ratio: 0.39 (bottom quartile).Information ratio: 0.84 (bottom quartile).

Nippon India Large Cap Fund

  • Upper mid AUM (₹45,012 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 25.02% (top quartile).
  • 3Y return: 20.66% (top quartile).
  • 1Y return: 2.02% (top quartile).
  • Alpha: 2.49 (top quartile).
  • Sharpe: -0.40 (top quartile).
  • Information ratio: 1.96 (top quartile).

ICICI Prudential Bluechip Fund

  • Highest AUM (₹71,840 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 21.78% (upper mid).
  • 3Y return: 19.49% (upper mid).
  • 1Y return: 0.75% (upper mid).
  • Alpha: 1.67 (upper mid).
  • Sharpe: -0.51 (upper mid).
  • Information ratio: 1.64 (upper mid).

HDFC Top 100 Fund

  • Lower mid AUM (₹37,659 Cr).
  • Oldest track record among peers (29 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 21.55% (lower mid).
  • 3Y return: 17.73% (lower mid).
  • 1Y return: -3.13% (bottom quartile).
  • Alpha: -2.93 (bottom quartile).
  • Sharpe: -0.87 (bottom quartile).
  • Information ratio: 0.92 (lower mid).

TATA Large Cap Fund

  • Bottom quartile AUM (₹2,615 Cr).
  • Established history (27+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 19.58% (bottom quartile).
  • 3Y return: 16.36% (bottom quartile).
  • 1Y return: -1.69% (bottom quartile).
  • Alpha: -2.79 (bottom quartile).
  • Sharpe: -0.85 (bottom quartile).
  • Information ratio: 0.39 (bottom quartile).

Aditya Birla Sun Life Frontline Equity Fund

  • Bottom quartile AUM (₹29,867 Cr).
  • Established history (23+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 19.33% (bottom quartile).
  • 3Y return: 16.38% (bottom quartile).
  • 1Y return: -1.40% (lower mid).
  • Alpha: 0.89 (lower mid).
  • Sharpe: -0.57 (lower mid).
  • Information ratio: 0.84 (bottom quartile).

1. 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 (₹7,645 Cr).
  • Established history (20+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 37.05% (top quartile).
  • 3Y return: 29.46% (upper mid).
  • 1Y return: -1.16% (top quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: -0.48 (top quartile).
  • Information ratio: 0.00 (top quartile).
  • Top sector: Industrials.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~95%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding Larsen & Toubro Ltd (~9.4%).

Below is the key information for ICICI Prudential Infrastructure Fund

ICICI Prudential Infrastructure Fund
Growth
Launch Date 31 Aug 05
NAV (03 Oct 25) ₹196.05 ↑ 1.40   (0.72 %)
Net Assets (Cr) ₹7,645 on 31 Aug 25
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating ☆☆☆
Risk High
Expense Ratio 1.89
Sharpe Ratio -0.48
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
30 Sep 20₹10,000
30 Sep 21₹20,062
30 Sep 22₹22,524
30 Sep 23₹31,255
30 Sep 24₹50,301
30 Sep 25₹48,047

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 ₹756,118.
Net Profit of ₹456,118 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 3 Oct 25

DurationReturns
1 Month 1.6%
3 Month -1.5%
6 Month 9.8%
1 Year -1.2%
3 Year 29.5%
5 Year 37%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
2024 27.4%
2023 44.6%
2022 28.8%
2021 50.1%
2020 3.6%
2019 2.6%
2018 -14%
2017 40.8%
2016 2%
2015 -3.4%
Fund Manager information for ICICI Prudential Infrastructure Fund
NameSinceTenure
Ihab Dalwai3 Jun 178.25 Yr.
Sharmila D’mello30 Jun 223.17 Yr.

Data below for ICICI Prudential Infrastructure Fund as on 31 Aug 25

Equity Sector Allocation
SectorValue
Industrials38.63%
Basic Materials15.71%
Financial Services15.25%
Utility10.39%
Energy8.23%
Real Estate2.98%
Consumer Cyclical1.94%
Communication Services1.71%
Asset Allocation
Asset ClassValue
Cash5.16%
Equity94.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT		9%₹720 Cr1,998,954
NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | NTPC		5%₹363 Cr11,079,473
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 24 | ADANIPORTS		4%₹298 Cr2,268,659
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 23 | RELIANCE		4%₹275 Cr2,029,725
NCC Ltd (Industrials)
Equity, Since 31 Aug 21 | NCC		3%₹267 Cr13,053,905
↑ 531,900
Vedanta Ltd (Basic Materials)
Equity, Since 31 Jul 24 | VEDL		3%₹264 Cr6,279,591
Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 06 | KPIL		3%₹225 Cr1,803,566
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | AXISBANK		3%₹209 Cr1,996,057
↑ 100,000
AIA Engineering Ltd (Industrials)
Equity, Since 28 Feb 21 | AIAENG		3%₹202 Cr660,770
CESC Ltd (Utilities)
Equity, Since 30 Jun 23 | CESC		2%₹178 Cr11,700,502

2. HDFC Infrastructure Fund

To seek long-term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in or expected to benefit from growth and development of infrastructure.

Research Highlights for HDFC Infrastructure Fund

  • Bottom quartile AUM (₹2,483 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 34.24% (upper mid).
  • 3Y return: 29.62% (top quartile).
  • 1Y return: -2.82% (lower mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.64 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Top sector: Industrials.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~92%).
  • Largest holding ICICI Bank Ltd (~7.3%).

Below is the key information for HDFC Infrastructure Fund

HDFC Infrastructure Fund
Growth
Launch Date 10 Mar 08
NAV (03 Oct 25) ₹47.771 ↑ 0.23   (0.48 %)
Net Assets (Cr) ₹2,483 on 31 Aug 25
Category Equity - Sectoral
AMC HDFC Asset Management Company Limited
Rating ☆☆☆
Risk High
Expense Ratio 2.06
Sharpe Ratio -0.64
Information Ratio 0
Alpha Ratio 0
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
30 Sep 20₹10,000
30 Sep 21₹18,908
30 Sep 22₹20,652
30 Sep 23₹29,739
30 Sep 24₹46,335
30 Sep 25₹43,823

HDFC 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 ₹705,310.
Net Profit of ₹405,310 Invest Now

Returns for HDFC 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 3 Oct 25

DurationReturns
1 Month 1.1%
3 Month -0.9%
6 Month 9.2%
1 Year -2.8%
3 Year 29.6%
5 Year 34.2%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2024 23%
2023 55.4%
2022 19.3%
2021 43.2%
2020 -7.5%
2019 -3.4%
2018 -29%
2017 43.3%
2016 -1.9%
2015 -2.5%
Fund Manager information for HDFC Infrastructure Fund
NameSinceTenure
Srinivasan Ramamurthy12 Jan 241.64 Yr.
Dhruv Muchhal22 Jun 232.2 Yr.

Data below for HDFC Infrastructure Fund as on 31 Aug 25

Equity Sector Allocation
SectorValue
Industrials38.25%
Financial Services20.27%
Basic Materials10.14%
Utility6.94%
Energy6.33%
Communication Services3.68%
Real Estate2.29%
Health Care1.84%
Technology1.62%
Consumer Cyclical0.47%
Asset Allocation
Asset ClassValue
Cash8.17%
Equity91.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK		7%₹182 Cr1,300,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT		6%₹137 Cr380,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 23 | HDFCBANK		5%₹133 Cr1,400,000
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Jan 23 | KPIL		4%₹95 Cr758,285
J Kumar Infraprojects Ltd (Industrials)
Equity, Since 31 Oct 15 | JKIL		3%₹86 Cr1,400,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Dec 21 | INDIGO		3%₹85 Cr150,000
NTPC Ltd (Utilities)
Equity, Since 31 Dec 17 | NTPC		3%₹72 Cr2,200,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 24 | RELIANCE		3%₹68 Cr500,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 20 | BHARTIARTL		3%₹66 Cr350,000
G R Infraprojects Ltd (Industrials)
Equity, Since 31 Jul 21 | 543317		2%₹59 Cr470,000

3. Franklin Build India Fund

The Scheme seeks to achieve capital appreciation by investing in companies engaged directly or indirectly in infrastructure related activities.

Research Highlights for Franklin Build India Fund

  • Lower mid AUM (₹2,884 Cr).
  • Established history (16+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 33.70% (lower mid).
  • 3Y return: 28.96% (lower mid).
  • 1Y return: -1.77% (upper mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.64 (lower mid).
  • Information ratio: 0.00 (lower mid).
  • Top sector: Industrials.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~96%).
  • Largest holding Larsen & Toubro Ltd (~8.3%).

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (03 Oct 25) ₹141.794 ↑ 1.03   (0.73 %)
Net Assets (Cr) ₹2,884 on 31 Aug 25
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating ☆☆☆☆☆
Risk High
Expense Ratio 2.01
Sharpe Ratio -0.64
Information Ratio 0
Alpha Ratio 0
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
30 Sep 20₹10,000
30 Sep 21₹19,616
30 Sep 22₹20,506
30 Sep 23₹28,515
30 Sep 24₹45,123
30 Sep 25₹42,883

Franklin Build India Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹689,048.
Net Profit of ₹389,048 Invest Now

Returns for Franklin Build India Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Oct 25

DurationReturns
1 Month 1.1%
3 Month -0.9%
6 Month 9.7%
1 Year -1.8%
3 Year 29%
5 Year 33.7%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 27.8%
2023 51.1%
2022 11.2%
2021 45.9%
2020 5.4%
2019 6%
2018 -10.7%
2017 43.3%
2016 8.4%
2015 2.1%
Fund Manager information for Franklin Build India Fund
NameSinceTenure
Ajay Argal18 Oct 213.87 Yr.
Kiran Sebastian7 Feb 223.57 Yr.
Sandeep Manam18 Oct 213.87 Yr.

Data below for Franklin Build India Fund as on 31 Aug 25

Equity Sector Allocation
SectorValue
Industrials35.76%
Utility13.85%
Energy12.84%
Financial Services12.22%
Communication Services7.94%
Basic Materials4.92%
Real Estate3.03%
Consumer Cyclical2.89%
Technology2.35%
Asset Allocation
Asset ClassValue
Cash4.2%
Equity95.8%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT		8%₹239 Cr665,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO		6%₹169 Cr300,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK		6%₹168 Cr1,200,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE		6%₹163 Cr1,200,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | ONGC		6%₹160 Cr6,825,000
↑ 425,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | NTPC		5%₹142 Cr4,350,000
↑ 225,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL		5%₹134 Cr710,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | AXISBANK		4%₹105 Cr1,000,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | POWERGRID		3%₹99 Cr3,600,000
Delhivery Ltd (Industrials)
Equity, Since 31 Mar 24 | 543529		3%₹84 Cr1,800,000

4. Bandhan Infrastructure Fund

The investment objective of the scheme is to seek to generate long-term capital growth through an active diversified portfolio of predominantly equity and equity related instruments of companies that are participating in and benefiting from growth in Indian infrastructure and infrastructural related activities. However, there can be no assurance that the investment objective of the scheme will be realized.

Research Highlights for Bandhan Infrastructure Fund

  • Bottom quartile AUM (₹1,613 Cr).
  • Established history (14+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: High.
  • 5Y return: 33.36% (bottom quartile).
  • 3Y return: 27.71% (bottom quartile).
  • 1Y return: -9.71% (bottom quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.71 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Higher exposure to Industrials vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~91%).
  • Largest holding Kirloskar Brothers Ltd (~5.2%).

Below is the key information for Bandhan Infrastructure Fund

Bandhan Infrastructure Fund
Growth
Launch Date 8 Mar 11
NAV (03 Oct 25) ₹49.852 ↑ 0.44   (0.88 %)
Net Assets (Cr) ₹1,613 on 31 Aug 25
Category Equity - Sectoral
AMC IDFC Asset Management Company Limited
Rating ☆☆☆☆☆
Risk High
Expense Ratio 2.1
Sharpe Ratio -0.71
Information Ratio 0
Alpha Ratio 0
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
30 Sep 20₹10,000
30 Sep 21₹20,085
30 Sep 22₹20,588
30 Sep 23₹27,745
30 Sep 24₹47,816
30 Sep 25₹41,763

Bandhan 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 ₹689,048.
Net Profit of ₹389,048 Invest Now

Returns for Bandhan 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 3 Oct 25

DurationReturns
1 Month 0.3%
3 Month -3.4%
6 Month 7.6%
1 Year -9.7%
3 Year 27.7%
5 Year 33.4%
10 Year
15 Year
Since launch 11.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 39.3%
2023 50.3%
2022 1.7%
2021 64.8%
2020 6.3%
2019 -5.3%
2018 -25.9%
2017 58.7%
2016 10.7%
2015 -0.2%
Fund Manager information for Bandhan Infrastructure Fund
NameSinceTenure
Vishal Biraia24 Jan 241.6 Yr.
Ritika Behera7 Oct 231.9 Yr.
Gaurav Satra7 Jun 241.24 Yr.

Data below for Bandhan Infrastructure Fund as on 31 Aug 25

Equity Sector Allocation
SectorValue
Industrials53.39%
Utility12.18%
Basic Materials7.23%
Communication Services4.6%
Energy3.81%
Financial Services3.12%
Health Care2.24%
Technology2.22%
Consumer Cyclical1.38%
Real Estate1.2%
Asset Allocation
Asset ClassValue
Cash8.64%
Equity91.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Dec 17 | KIRLOSBROS		5%₹84 Cr433,186
↓ -10,199
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT		5%₹74 Cr206,262
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | ULTRACEMCO		4%₹63 Cr49,772
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL		4%₹62 Cr330,018
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 24 | RELIANCE		4%₹61 Cr452,706
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 19 | BEL		3%₹53 Cr1,431,700
GPT Infraprojects Ltd (Industrials)
Equity, Since 30 Nov 17 | GPTINFRA		3%₹53 Cr4,733,244
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Dec 23 | ADANIPORTS		3%₹48 Cr365,137
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Aug 24 | INDIGO		3%₹47 Cr83,887
↑ 34,446
PTC India Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 23 | PFS		3%₹47 Cr12,400,122

5. DSP India T.I.G.E.R Fund

To generate capital appreciation, from a portfolio that is substantially constituted of equity securities and equity related securities of corporates, which could benefit from structural changes brought about by continuing liberalization in economic policies by the government and/or continuing investments in infrastructure, both by the public and private sector.

Research Highlights for DSP India T.I.G.E.R Fund

  • Upper mid AUM (₹5,303 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: High.
  • 5Y return: 33.23% (bottom quartile).
  • 3Y return: 27.16% (bottom quartile).
  • 1Y return: -8.44% (bottom quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.71 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Top sector: Industrials.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~90%).
  • Largest holding Larsen & Toubro Ltd (~4.7%).

Below is the key information for DSP India T.I.G.E.R Fund

DSP India T.I.G.E.R Fund
Growth
Launch Date 11 Jun 04
NAV (03 Oct 25) ₹314.208 ↑ 2.73   (0.88 %)
Net Assets (Cr) ₹5,303 on 31 Aug 25
Category Equity - Sectoral
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating ☆☆☆☆
Risk High
Expense Ratio 1.89
Sharpe Ratio -0.72
Information Ratio 0
Alpha Ratio 0
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
30 Sep 20₹10,000
30 Sep 21₹19,309
30 Sep 22₹20,860
30 Sep 23₹28,701
30 Sep 24₹47,137
30 Sep 25₹42,014

DSP India T.I.G.E.R Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹689,048.
Net Profit of ₹389,048 Invest Now

Returns for DSP India T.I.G.E.R Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Oct 25

DurationReturns
1 Month 0.4%
3 Month -1.8%
6 Month 10%
1 Year -8.4%
3 Year 27.2%
5 Year 33.2%
10 Year
15 Year
Since launch 17.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 32.4%
2023 49%
2022 13.9%
2021 51.6%
2020 2.7%
2019 6.7%
2018 -17.2%
2017 47%
2016 4.1%
2015 0.7%
Fund Manager information for DSP India T.I.G.E.R Fund
NameSinceTenure
Rohit Singhania21 Jun 1015.21 Yr.

Data below for DSP India T.I.G.E.R Fund as on 31 Aug 25

Equity Sector Allocation
SectorValue
Industrials28.63%
Basic Materials14.32%
Utility10.69%
Financial Services8.57%
Consumer Cyclical8.54%
Health Care6.56%
Energy5.29%
Communication Services2.55%
Technology1.66%
Real Estate1.51%
Consumer Defensive1.23%
Asset Allocation
Asset ClassValue
Cash10.45%
Equity89.55%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 04 | LT		5%₹251 Cr697,669
NTPC Ltd (Utilities)
Equity, Since 30 Nov 17 | NTPC		4%₹234 Cr7,145,883
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Dec 24 | APOLLOHOSP		4%₹187 Cr245,928
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jan 25 | POWERGRID		3%₹153 Cr5,567,574
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 24 | AMBER		3%₹143 Cr197,265
↓ -10,012
Rainbow Childrens Medicare Ltd (Healthcare)
Equity, Since 31 Jan 25 | 543524		3%₹133 Cr885,167
↓ -50,703
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL		2%₹130 Cr688,435
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG		2%₹127 Cr1,412,412
↓ -196,122
Siemens Energy India Ltd (Utilities)
Equity, Since 30 Apr 25 | ENRIN		2%₹125 Cr369,482
Coal India Ltd (Energy)
Equity, Since 31 Dec 23 | COALINDIA		2%₹124 Cr3,321,453

उच्च जोखिम वाले निवेशों में SIP मार्ग क्यों एक स्मार्ट विकल्प है?

एक व्यवस्थितनिवेश योजना (सिप) म्यूचुअल फंड में निवेश का एक कुशल तरीका है, खासकर इक्विटी फंड में। एक एसआईपी एक की अनुमति देता हैइन्वेस्टर योजना में नियमित रूप से एक निश्चित राशि का निवेश करने के लिए। SIP का एक महत्वपूर्ण लाभ यह है कि यह रुपये की औसत लागत में मदद करता है। जब आप बाजार की स्थितियों की परवाह किए बिना नियमित रूप से निवेश करते हैं, तो बाजार के कम होने पर आपको अधिक इकाइयाँ और बाज़ार के उच्च होने पर कम इकाइयाँ मिलेंगी। यह आपकी म्युचुअल फंड इकाइयों की खरीद लागत का औसत निकालता है।

अन्य लाभ हैकंपाउंडिंग की शक्ति. जब आप लंबी अवधि के लिए निवेश करते हैं तो आपका पैसा चक्रवृद्धि शुरू हो जाता है। संचित कोष को बाजार में फिर से निवेश किया जाता है और आप अपने निवेश से अर्जित प्रतिफल पर प्रतिफल अर्जित करते हैं। यह एक बड़ा कोष बनाने में मदद करता है जो आपको नियमित छोटे निवेश के साथ अपने दीर्घकालिक लक्ष्यों को प्राप्त करने में मदद कर सकता है।

SIP के कुछ अन्य फायदे हैं:

  • न्यूनतम निवेश INR 500 . से शुरू होता है
  • लंबी अवधि की बचत की आदत बनाता है
  • लंबी अवधि के जोखिम को कम करता है
  • लक्ष्य-वार निवेश में मदद करता है

हाई रिस्क म्युचुअल फंड में निवेश कैसे करें?

  1. Fincash.com पर आजीवन मुफ्त निवेश खाता खोलें।

  2. अपना पंजीकरण और केवाईसी प्रक्रिया पूरी करें

  3. Upload Documents (PAN, Aadhaar, etc.). और, आप निवेश करने के लिए तैयार हैं!

    शुरू हो जाओ

Disclaimer:
यहां प्रदान की गई जानकारी सटीक है, यह सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।

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