+91-22-48913909Top High Risk High Return Mutual Funds 2025
In the world of Investing, there are investors who believe in high-risk high return investments. These are investments meant for investors who are willing to take a high-risk in order to earn higher returns. Some of the equity Mutual Funds are most suited for such plans. Though these funds are most affected by the Market Volatility, but the longer you stay invested, the higher are the possibilities to make good profits.
Let's look ways to find our these high risk funds to maximize wealth.
Smart Ways to Invest in High Risk Mutual Funds
A Systematic Investment plan (SIP) is an efficient mode of investment in Mutual Funds, especially in Equity Funds. A SIP allows an investor to invest a fixed amount regularly in the scheme. One of the important benefits of SIPs is that it helps in the rupee cost averaging. When you invest regularly over a period of time, regardless of the market conditions, you would get more units when the market is low and less units when the market is high. This averages out the purchase cost of your Mutual Fund units.
The other benefit is the Power of Compounding. Your money starts compounding when you invest for a longer period. The accumulated corpus is re-invested in the market and you earn returns on the returns earned by your investment. This helps in building a large corpus that could help you achieve your long-term goals with regular small investments.
Some of the other advantages of a SIP are:
- Minimum investment starts with INR 500
- Builds habit of long-term savings
- Reduces long-term risk
- Helps in goal-wise investing
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High Risk High Gain Investments in Mutual Funds FY 25 - 26
1. Sector Equity Funds
sector funds are a type of equity funds that invest in a particular sector like banking, pharma, infra, etc. Being a sector-specific, these funds are considered to be highly risky of all the equity funds. Sector funds can double or trouble your money, thus investors with a high-risk appetite should only prefer investing in sector funds. Investors planning to invest should have an in-depth knowledge of the sector/Industry that they wish to invest in.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) ICICI Prudential Banking and Financial Services Fund Growth ₹133.56
↑ 0.19 ₹9,688 -1.2 9.1 6.8 16.9 21.4 11.6 Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹60.53
↑ 0.08 ₹3,374 -2 8.9 4.8 17 21.5 8.7 Franklin Build India Fund Growth ₹141.794
↑ 1.03 ₹2,884 -0.9 9.7 -1.8 29 33.7 27.8 Sundaram Rural and Consumption Fund Growth ₹98.7061
↑ 0.32 ₹1,599 0.3 10.1 -5.3 16 19.3 20.1 DSP Natural Resources and New Energy Fund Growth ₹93.369
↑ 0.07 ₹1,292 4.1 10 -5.5 23.5 27.4 13.9 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
Commentary ICICI Prudential Banking and Financial Services Fund Aditya Birla Sun Life Banking And Financial Services Fund Franklin Build India Fund Sundaram Rural and Consumption Fund DSP Natural Resources and New Energy Fund Point 1 Highest AUM (₹9,688 Cr). Upper mid AUM (₹3,374 Cr). Lower mid AUM (₹2,884 Cr). Bottom quartile AUM (₹1,599 Cr). Bottom quartile AUM (₹1,292 Cr). Point 2 Established history (17+ yrs). Established history (11+ yrs). Established history (16+ yrs). Oldest track record among peers (19 yrs). Established history (17+ yrs). Point 3 Top rated. Rating: 5★ (upper mid). Rating: 5★ (lower mid). Rating: 5★ (bottom quartile). Rating: 5★ (bottom quartile). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Point 5 5Y return: 21.43% (bottom quartile). 5Y return: 21.52% (lower mid). 5Y return: 33.70% (top quartile). 5Y return: 19.31% (bottom quartile). 5Y return: 27.39% (upper mid). Point 6 3Y return: 16.91% (bottom quartile). 3Y return: 17.02% (lower mid). 3Y return: 28.96% (top quartile). 3Y return: 16.04% (bottom quartile). 3Y return: 23.50% (upper mid). Point 7 1Y return: 6.83% (top quartile). 1Y return: 4.80% (upper mid). 1Y return: -1.77% (lower mid). 1Y return: -5.30% (bottom quartile). 1Y return: -5.54% (bottom quartile). Point 8 Alpha: -2.57 (lower mid). Alpha: -6.06 (bottom quartile). Alpha: 0.00 (top quartile). Alpha: -2.82 (bottom quartile). Alpha: 0.00 (upper mid). Point 9 Sharpe: 0.03 (top quartile). Sharpe: -0.18 (upper mid). Sharpe: -0.64 (bottom quartile). Sharpe: -0.36 (lower mid). Sharpe: -0.96 (bottom quartile). Point 10 Information ratio: 0.32 (top quartile). Information ratio: 0.14 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: -0.05 (bottom quartile). Information ratio: 0.00 (bottom quartile). ICICI Prudential Banking and Financial Services Fund
Aditya Birla Sun Life Banking And Financial Services Fund
Franklin Build India Fund
Sundaram Rural and Consumption Fund
DSP Natural Resources and New Energy Fund
2. Mid & Small Cap Funds
Mid and Small cap funds have gained a huge attention in the past few years. mid cap funds invest in companies that are of mid-sized and small cap invest in the stocks of start-up companies or firms that are small in size. Typically, mid-caps invest in companies that have a market cap of INR 500 Cr to INR 1000 Cr, whereas, small caps are typically defined as firms with a market cap of around INR 500 Crore. These funds are considered to be risky, thus investors with a high-risk appetite should only invest in these funds. But, since these funds invest in the most emerging businesses, they have the potential to deliver good returns. It is advisable for an investor to stay invested for a longer duration in these funds.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) SBI Small Cap Fund Growth ₹171.235
↑ 1.05 ₹35,245 -2.1 8 -7.8 14.5 23.8 24.1 Aditya Birla Sun Life Small Cap Fund Growth ₹84.5389
↑ 0.68 ₹4,824 -3.3 10.9 -8.2 17.6 22.7 21.5 Kotak Emerging Equity Scheme Growth ₹137.434
↑ 1.16 ₹56,988 0.4 17.5 2.5 22.3 27.2 33.6 HDFC Small Cap Fund Growth ₹141.243
↑ 1.02 ₹36,294 -0.7 15.6 0.7 23.2 29.7 20.4 Sundaram Mid Cap Fund Growth ₹1,387.31
↑ 12.47 ₹12,501 -0.2 12.3 -1.4 23.7 26 32 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
Commentary SBI Small Cap Fund Aditya Birla Sun Life Small Cap Fund Kotak Emerging Equity Scheme HDFC Small Cap Fund Sundaram Mid Cap Fund Point 1 Lower mid AUM (₹35,245 Cr). Bottom quartile AUM (₹4,824 Cr). Highest AUM (₹56,988 Cr). Upper mid AUM (₹36,294 Cr). Bottom quartile AUM (₹12,501 Cr). Point 2 Established history (16+ yrs). Established history (18+ yrs). Established history (18+ yrs). Established history (17+ yrs). Oldest track record among peers (23 yrs). Point 3 Top rated. Rating: 5★ (upper mid). Rating: 4★ (lower mid). Rating: 4★ (bottom quartile). Rating: 4★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 23.85% (bottom quartile). 5Y return: 22.71% (bottom quartile). 5Y return: 27.22% (upper mid). 5Y return: 29.72% (top quartile). 5Y return: 26.03% (lower mid). Point 6 3Y return: 14.48% (bottom quartile). 3Y return: 17.60% (bottom quartile). 3Y return: 22.34% (lower mid). 3Y return: 23.23% (upper mid). 3Y return: 23.73% (top quartile). Point 7 1Y return: -7.81% (bottom quartile). 1Y return: -8.16% (bottom quartile). 1Y return: 2.51% (top quartile). 1Y return: 0.71% (upper mid). 1Y return: -1.44% (lower mid). Point 8 Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 5.63 (top quartile). Alpha: 0.00 (bottom quartile). Alpha: 2.99 (upper mid). Point 9 Sharpe: -0.72 (bottom quartile). Sharpe: -0.56 (bottom quartile). Sharpe: -0.21 (top quartile). Sharpe: -0.33 (lower mid). Sharpe: -0.33 (upper mid). Point 10 Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: -0.12 (bottom quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.22 (top quartile). SBI Small Cap Fund
Aditya Birla Sun Life Small Cap Fund
Kotak Emerging Equity Scheme
HDFC Small Cap Fund
Sundaram Mid Cap Fund
3. Large Cap Funds
Large cap funds are the most popular in equity funds. These funds invest in the stocks of companies that are large in size. These are the firm that are well-established in the market and are the leaders in their industry. Historically, large-cap funds have delivered good returns. And, as these funds invest in big firms the risk is lower than that of mid & small cap funds.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Nippon India Large Cap Fund Growth ₹91.6165
↑ 0.29 ₹45,012 0.6 10.5 2 20.7 25 18.2 ICICI Prudential Bluechip Fund Growth ₹110.8
↑ 0.37 ₹71,840 -0.4 8.4 0.7 19.5 21.8 16.9 SBI Bluechip Fund Growth ₹92.2256
↑ 0.40 ₹52,421 -1.5 7.9 -0.7 15.4 18.9 12.5 Aditya Birla Sun Life Frontline Equity Fund Growth ₹524.98
↑ 1.81 ₹29,867 -1.5 8.5 -1.4 16.4 19.3 15.6 Indiabulls Blue Chip Fund Growth ₹42.93
↑ 0.08 ₹127 -0.6 10.2 -2.4 15.3 16.2 12.5 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
Commentary Nippon India Large Cap Fund ICICI Prudential Bluechip Fund SBI Bluechip Fund Aditya Birla Sun Life Frontline Equity Fund Indiabulls Blue Chip Fund Point 1 Lower mid AUM (₹45,012 Cr). Highest AUM (₹71,840 Cr). Upper mid AUM (₹52,421 Cr). Bottom quartile AUM (₹29,867 Cr). Bottom quartile AUM (₹127 Cr). Point 2 Established history (18+ yrs). Established history (17+ yrs). Established history (19+ yrs). Oldest track record among peers (23 yrs). Established history (13+ yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 4★ (lower mid). Rating: 4★ (bottom quartile). Rating: 4★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 25.02% (top quartile). 5Y return: 21.78% (upper mid). 5Y return: 18.90% (bottom quartile). 5Y return: 19.33% (lower mid). 5Y return: 16.16% (bottom quartile). Point 6 3Y return: 20.66% (top quartile). 3Y return: 19.49% (upper mid). 3Y return: 15.43% (bottom quartile). 3Y return: 16.38% (lower mid). 3Y return: 15.32% (bottom quartile). Point 7 1Y return: 2.02% (top quartile). 1Y return: 0.75% (upper mid). 1Y return: -0.73% (lower mid). 1Y return: -1.40% (bottom quartile). 1Y return: -2.39% (bottom quartile). Point 8 Alpha: 2.49 (top quartile). Alpha: 1.67 (upper mid). Alpha: 1.27 (lower mid). Alpha: 0.89 (bottom quartile). Alpha: -0.05 (bottom quartile). Point 9 Sharpe: -0.40 (top quartile). Sharpe: -0.51 (lower mid). Sharpe: -0.50 (upper mid). Sharpe: -0.57 (bottom quartile). Sharpe: -0.63 (bottom quartile). Point 10 Information ratio: 1.96 (top quartile). Information ratio: 1.64 (upper mid). Information ratio: -0.10 (bottom quartile). Information ratio: 0.84 (lower mid). Information ratio: 0.12 (bottom quartile). Nippon India Large Cap Fund
ICICI Prudential Bluechip Fund
SBI Bluechip Fund
Aditya Birla Sun Life Frontline Equity Fund
Indiabulls Blue Chip Fund
4. Diversified Funds/Multi Cap Funds
Diversified Funds invest across market capitalization i.e., large cap, mid and small cap stocks. These funds have the flexibility to adapt their portfolios according to the market. They typically invest anywhere between 40-60% in large cap stocks, 10-40% in mid-cap stocks and about 10% in small-cap stocks. Sometimes, the exposure to small-caps may be very small or none at all.
It is said that diversified funds balance out the risk and reduce the volatility that usually comes with the stock investments. If one fund in the Portfolio fails to perform the others are there to balance out the returns. But nevertheless being an equity fund the risk still remains in 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." Below is the key information for DSP World Gold Fund Returns up to 1 year are on 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 Below is the key information for SBI PSU Fund Returns up to 1 year are on 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 Below is the key information for Invesco India PSU Equity Fund Returns up to 1 year are on 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 Below is the key information for HDFC Infrastructure Fund Returns up to 1 year are on 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 Below is the key information for ICICI Prudential Infrastructure Fund Returns up to 1 year are on The investment objective of Franklin India Opportunities Fund (FIOF) is to generate capital appreciation by capitalizing on the long-term growth opportunities in the Indian economy. Research Highlights for Franklin India Opportunities Fund Below is the key information for Franklin India Opportunities Fund Returns up to 1 year are on (Erstwhile Invesco India Global Equity Income Fund) To provide capital appreciation and/or income by investing predominantly
in units of Invesco Global Equity Income Fund, an overseas equity fund which invests primarily in equities of companies worldwide. The Scheme may, at the discretion of Fund Manager, also invest in units of other similar Overseas Mutual Funds with similar objectives, strategy and attributes which may constitute a significant portion of its net assets. Research Highlights for Invesco India Feeder- Invesco Global Equity Income Fund Below is the key information for Invesco India Feeder- Invesco Global Equity Income Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Kotak Standard Multicap Fund Growth ₹84.877
↑ 0.53 ₹53,626 -2.1 10.7 1.7 18.2 19.3 16.5 Mirae Asset India Equity Fund Growth ₹112.699
↑ 0.28 ₹39,477 -0.9 8.7 -0.4 14 16.7 12.7 Motilal Oswal Multicap 35 Fund Growth ₹60.9374
↑ 0.50 ₹13,679 -4.2 8.7 -2.7 22.3 19.1 45.7 BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 ₹588 -4.6 -2.6 19.3 17.3 13.6 Bandhan Focused Equity Fund Growth ₹87.024
↑ 0.32 ₹1,919 -0.9 9.9 0.1 18.9 17.2 30.3 Aditya Birla Sun Life Equity Fund Growth ₹1,789.88
↑ 5.62 ₹22,962 -0.9 9.4 -0.6 18.1 19.9 18.5 SBI Magnum Multicap Fund Growth ₹109.042
↑ 0.81 ₹22,011 -0.6 9 -4.6 13.5 18.2 14.2 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 7 Funds showcased
Commentary Kotak Standard Multicap Fund Mirae Asset India Equity Fund Motilal Oswal Multicap 35 Fund BNP Paribas Multi Cap Fund Bandhan Focused Equity Fund Aditya Birla Sun Life Equity Fund SBI Magnum Multicap Fund Point 1 Highest AUM (₹53,626 Cr). Upper mid AUM (₹39,477 Cr). Lower mid AUM (₹13,679 Cr). Bottom quartile AUM (₹588 Cr). Bottom quartile AUM (₹1,919 Cr). Upper mid AUM (₹22,962 Cr). Lower mid AUM (₹22,011 Cr). Point 2 Established history (16+ yrs). Established history (17+ yrs). Established history (11+ yrs). Established history (20+ yrs). Established history (19+ yrs). Oldest track record among peers (27 yrs). Established history (20+ yrs). Point 3 Top rated. Rating: 5★ (upper mid). Rating: 5★ (upper mid). Rating: 4★ (lower mid). Rating: 4★ (lower mid). Rating: 4★ (bottom quartile). Rating: 4★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 19.27% (upper mid). 5Y return: 16.72% (bottom quartile). 5Y return: 19.07% (upper mid). 5Y return: 13.57% (bottom quartile). 5Y return: 17.23% (lower mid). 5Y return: 19.94% (top quartile). 5Y return: 18.23% (lower mid). Point 6 3Y return: 18.18% (upper mid). 3Y return: 13.97% (bottom quartile). 3Y return: 22.33% (top quartile). 3Y return: 17.28% (lower mid). 3Y return: 18.94% (upper mid). 3Y return: 18.12% (lower mid). 3Y return: 13.54% (bottom quartile). Point 7 1Y return: 1.73% (upper mid). 1Y return: -0.44% (lower mid). 1Y return: -2.73% (bottom quartile). 1Y return: 19.34% (top quartile). 1Y return: 0.14% (upper mid). 1Y return: -0.60% (lower mid). 1Y return: -4.63% (bottom quartile). Point 8 Alpha: 3.91 (upper mid). Alpha: 1.60 (lower mid). Alpha: 9.76 (top quartile). Alpha: 0.00 (bottom quartile). Alpha: 2.56 (upper mid). Alpha: 2.31 (lower mid). Alpha: -2.09 (bottom quartile). Point 9 Sharpe: -0.37 (upper mid). Sharpe: -0.52 (bottom quartile). Sharpe: -0.06 (upper mid). Sharpe: 2.86 (top quartile). Sharpe: -0.39 (lower mid). Sharpe: -0.46 (lower mid). Sharpe: -0.79 (bottom quartile). Point 10 Information ratio: 0.19 (lower mid). Information ratio: -0.17 (bottom quartile). Information ratio: 0.79 (top quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.25 (upper mid). Information ratio: 0.70 (upper mid). Information ratio: -0.72 (bottom quartile). Kotak Standard Multicap Fund
Mirae Asset India Equity Fund
Motilal Oswal Multicap 35 Fund
BNP Paribas Multi Cap Fund
Bandhan Focused Equity Fund
Aditya Birla Sun Life Equity Fund
SBI Magnum Multicap Fund
1. DSP World Gold Fund
DSP World Gold Fund
Growth Launch Date 14 Sep 07 NAV (01 Oct 25) ₹45.2482 ↑ 0.55 (1.23 %) Net Assets (Cr) ₹1,421 on 31 Aug 25 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.41 Sharpe Ratio 1.8 Information Ratio -1.09 Alpha Ratio 3.15 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.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹7,753 30 Sep 22 ₹6,406 30 Sep 23 ₹7,497 30 Sep 24 ₹10,968 30 Sep 25 ₹21,899 Returns for DSP World Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Oct 25 Duration Returns 1 Month 24.5% 3 Month 48.1% 6 Month 72.9% 1 Year 99.9% 3 Year 51.3% 5 Year 17% 10 Year 15 Year Since launch 8.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 15.9% 2023 7% 2022 -7.7% 2021 -9% 2020 31.4% 2019 35.1% 2018 -10.7% 2017 -4% 2016 52.7% 2015 -18.5% Fund Manager information for DSP World Gold Fund
Name Since Tenure Jay Kothari 1 Mar 13 12.51 Yr. Data below for DSP World Gold Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Basic Materials 95.55% Asset Allocation
Asset Class Value Cash 1.55% Equity 95.62% Debt 0.01% Other 2.83% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Gold I2
Investment Fund | -77% ₹1,088 Cr 1,545,650
↓ -32,885 VanEck Gold Miners ETF
- | GDX22% ₹318 Cr 573,719 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -1% ₹18 Cr Net Receivables/Payables
Net Current Assets | -0% -₹3 Cr 2. SBI PSU Fund
SBI PSU Fund
Growth Launch Date 7 Jul 10 NAV (03 Oct 25) ₹32.651 ↑ 0.38 (1.18 %) Net Assets (Cr) ₹5,179 on 31 Aug 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆ Risk High Expense Ratio 1.89 Sharpe Ratio -0.81 Information Ratio -0.37 Alpha Ratio -0.35 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.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹16,196 30 Sep 22 ₹17,561 30 Sep 23 ₹25,841 30 Sep 24 ₹42,766 30 Sep 25 ₹40,703 Returns for SBI PSU Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Oct 25 Duration Returns 1 Month 5% 3 Month 0.8% 6 Month 8.4% 1 Year -2.3% 3 Year 33.3% 5 Year 32.6% 10 Year 15 Year Since launch 8.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.5% 2023 54% 2022 29% 2021 32.4% 2020 -10% 2019 6% 2018 -23.8% 2017 21.9% 2016 16.2% 2015 -11.1% Fund Manager information for SBI PSU Fund
Name Since Tenure Rohit Shimpi 1 Jun 24 1.25 Yr. Data below for SBI PSU Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 36.11% Utility 29.04% Energy 13.5% Industrials 12.09% Basic Materials 5.5% Asset Allocation
Asset Class Value Cash 3.77% Equity 96.23% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 31 Jul 10 | SBIN15% ₹797 Cr 9,927,500
↑ 700,000 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Jun 24 | BEL9% ₹479 Cr 12,975,000 NTPC Ltd (Utilities)
Equity, Since 31 Jul 10 | NTPC9% ₹476 Cr 14,543,244 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jul 10 | POWERGRID9% ₹455 Cr 16,535,554 GAIL (India) Ltd (Utilities)
Equity, Since 31 May 24 | GAIL9% ₹446 Cr 25,750,000 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 24 | BPCL6% ₹299 Cr 9,700,000 Bank of Baroda (Financial Services)
Equity, Since 31 Aug 24 | BANKBARODA5% ₹256 Cr 11,000,000 NMDC Ltd (Basic Materials)
Equity, Since 31 Oct 23 | NMDC4% ₹192 Cr 27,900,000 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | INDIANB3% ₹159 Cr 2,427,235
↑ 900,000 General Insurance Corp of India (Financial Services)
Equity, Since 31 May 24 | GICRE3% ₹151 Cr 4,150,000 3. Invesco India PSU Equity Fund
Invesco India PSU Equity Fund
Growth Launch Date 18 Nov 09 NAV (03 Oct 25) ₹64.64 ↑ 0.72 (1.13 %) Net Assets (Cr) ₹1,341 on 31 Aug 25 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 2.14 Sharpe Ratio -0.58 Information Ratio -0.46 Alpha Ratio 5.81 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.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹15,713 30 Sep 22 ₹16,205 30 Sep 23 ₹22,862 30 Sep 24 ₹38,870 30 Sep 25 ₹36,848 Returns for Invesco India PSU Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Oct 25 Duration Returns 1 Month 5% 3 Month -1% 6 Month 11.6% 1 Year -1.6% 3 Year 32.7% 5 Year 30.2% 10 Year 15 Year Since launch 12.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 25.6% 2023 54.5% 2022 20.5% 2021 31.1% 2020 6.1% 2019 10.1% 2018 -16.9% 2017 24.3% 2016 17.9% 2015 2.5% Fund Manager information for Invesco India PSU Equity Fund
Name Since Tenure Hiten Jain 1 Jul 25 0.17 Yr. Sagar Gandhi 1 Jul 25 0.17 Yr. Data below for Invesco India PSU Equity Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Utility 30.07% Industrials 27.52% Financial Services 22.26% Energy 13.52% Basic Materials 4.07% Asset Allocation
Asset Class Value Cash 2.56% Equity 97.44% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL9% ₹117 Cr 3,178,489 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN9% ₹114 Cr 1,426,314 NTPC Ltd (Utilities)
Equity, Since 31 May 19 | NTPC8% ₹101 Cr 3,085,790 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | BPCL7% ₹100 Cr 3,229,041
↓ -216,920 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 22 | POWERGRID7% ₹99 Cr 3,599,413 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL7% ₹98 Cr 226,465 NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN7% ₹91 Cr 8,790,786
↑ 2,879,063 NHPC Ltd (Utilities)
Equity, Since 31 Oct 22 | NHPC4% ₹59 Cr 7,649,437 GAIL (India) Ltd (Utilities)
Equity, Since 28 Feb 23 | GAIL4% ₹53 Cr 3,089,630 REC Ltd (Financial Services)
Equity, Since 31 Aug 23 | RECLTD4% ₹52 Cr 1,485,615 4. 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.
Date Value 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 Returns for HDFC Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Oct 25 Duration Returns 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
Year Returns 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
Name Since Tenure Srinivasan Ramamurthy 12 Jan 24 1.64 Yr. Dhruv Muchhal 22 Jun 23 2.2 Yr. Data below for HDFC Infrastructure Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 38.25% Financial Services 20.27% Basic Materials 10.14% Utility 6.94% Energy 6.33% Communication Services 3.68% Real Estate 2.29% Health Care 1.84% Technology 1.62% Consumer Cyclical 0.47% Asset Allocation
Asset Class Value Cash 8.17% Equity 91.83% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK7% ₹182 Cr 1,300,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT6% ₹137 Cr 380,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 23 | HDFCBANK5% ₹133 Cr 1,400,000 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Jan 23 | KPIL4% ₹95 Cr 758,285 J Kumar Infraprojects Ltd (Industrials)
Equity, Since 31 Oct 15 | JKIL3% ₹86 Cr 1,400,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Dec 21 | INDIGO3% ₹85 Cr 150,000 NTPC Ltd (Utilities)
Equity, Since 31 Dec 17 | NTPC3% ₹72 Cr 2,200,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 24 | RELIANCE3% ₹68 Cr 500,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 20 | BHARTIARTL3% ₹66 Cr 350,000 G R Infraprojects Ltd (Industrials)
Equity, Since 31 Jul 21 | 5433172% ₹59 Cr 470,000 5. 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.
Date Value 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 Returns for ICICI Prudential Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Oct 25 Duration Returns 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
Year Returns 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
Name Since Tenure Ihab Dalwai 3 Jun 17 8.25 Yr. Sharmila D’mello 30 Jun 22 3.17 Yr. Data below for ICICI Prudential Infrastructure Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 38.63% Basic Materials 15.71% Financial Services 15.25% Utility 10.39% Energy 8.23% Real Estate 2.98% Consumer Cyclical 1.94% Communication Services 1.71% Asset Allocation
Asset Class Value Cash 5.16% Equity 94.84% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT9% ₹720 Cr 1,998,954 NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | NTPC5% ₹363 Cr 11,079,473 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 24 | ADANIPORTS4% ₹298 Cr 2,268,659 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 23 | RELIANCE4% ₹275 Cr 2,029,725 NCC Ltd (Industrials)
Equity, Since 31 Aug 21 | NCC3% ₹267 Cr 13,053,905
↑ 531,900 Vedanta Ltd (Basic Materials)
Equity, Since 31 Jul 24 | VEDL3% ₹264 Cr 6,279,591 Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 06 | KPIL3% ₹225 Cr 1,803,566 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | AXISBANK3% ₹209 Cr 1,996,057
↑ 100,000 AIA Engineering Ltd (Industrials)
Equity, Since 28 Feb 21 | AIAENG3% ₹202 Cr 660,770 CESC Ltd (Utilities)
Equity, Since 30 Jun 23 | CESC2% ₹178 Cr 11,700,502 6. Franklin India Opportunities Fund
Franklin India Opportunities Fund
Growth Launch Date 21 Feb 00 NAV (01 Oct 25) ₹255.299 ↑ 2.06 (0.81 %) Net Assets (Cr) ₹7,509 on 31 Aug 25 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio -0.43 Information Ratio 1.75 Alpha Ratio 2.4 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.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹16,667 30 Sep 22 ₹16,312 30 Sep 23 ₹21,669 30 Sep 24 ₹35,745 30 Sep 25 ₹35,091 Returns for Franklin India Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Oct 25 Duration Returns 1 Month 0.4% 3 Month 0.9% 6 Month 13.2% 1 Year -1.3% 3 Year 29.4% 5 Year 28.5% 10 Year 15 Year Since launch 13.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 37.3% 2023 53.6% 2022 -1.9% 2021 29.7% 2020 27.3% 2019 5.4% 2018 -10.1% 2017 35.6% 2016 4.2% 2015 2.3% Fund Manager information for Franklin India Opportunities Fund
Name Since Tenure Kiran Sebastian 7 Feb 22 3.57 Yr. R. Janakiraman 1 Apr 13 12.43 Yr. Sandeep Manam 18 Oct 21 3.87 Yr. Data below for Franklin India Opportunities Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Consumer Cyclical 19.93% Financial Services 19.13% Health Care 13.46% Technology 12.15% Basic Materials 9.15% Communication Services 5.85% Energy 4.47% Industrials 4.4% Utility 2.76% Consumer Defensive 1.9% Real Estate 0.69% Asset Allocation
Asset Class Value Cash 6.09% Equity 93.89% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 24 | HDFCBANK5% ₹389 Cr 4,087,942 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE4% ₹336 Cr 2,472,229
↓ -235,050 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | AXISBANK4% ₹308 Cr 2,950,277 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433204% ₹300 Cr 9,548,090 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 25 | MARUTI3% ₹251 Cr 169,582 Mphasis Ltd (Technology)
Equity, Since 30 Nov 24 | MPHASIS3% ₹227 Cr 814,231 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 24 | BHARTIARTL3% ₹219 Cr 1,158,502 Sudarshan Chemical Industries Ltd (Basic Materials)
Equity, Since 30 Apr 24 | SUDARSCHEM3% ₹215 Cr 1,435,340 Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | LEMONTREE3% ₹213 Cr 12,833,401 NTPC Ltd (Utilities)
Equity, Since 31 Aug 22 | NTPC3% ₹207 Cr 6,333,312 7. Invesco India Feeder- Invesco Global Equity Income Fund
Invesco India Feeder- Invesco Global Equity Income Fund
Growth Launch Date 5 May 14 NAV (03 Oct 25) ₹32.2094 ↑ 0.47 (1.49 %) Net Assets (Cr) ₹99 on 31 Aug 25 Category Equity - Global AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 1.4 Sharpe Ratio 1 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.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹13,488 30 Sep 22 ₹11,754 30 Sep 23 ₹15,946 30 Sep 24 ₹20,941 30 Sep 25 ₹24,932 Returns for Invesco India Feeder- Invesco Global Equity Income Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Oct 25 Duration Returns 1 Month 3.8% 3 Month 5.3% 6 Month 22.7% 1 Year 22% 3 Year 29.3% 5 Year 20.4% 10 Year 15 Year Since launch 10.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 13.7% 2023 27% 2022 -2.1% 2021 21% 2020 7.3% 2019 24.7% 2018 -7.5% 2017 13.2% 2016 2.6% 2015 4% Fund Manager information for Invesco India Feeder- Invesco Global Equity Income Fund
Name Since Tenure Sagar Gandhi 1 Mar 25 0.5 Yr. Data below for Invesco India Feeder- Invesco Global Equity Income Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 24.95% Technology 18.32% Financial Services 16.22% Consumer Cyclical 6.76% Health Care 6.16% Consumer Defensive 5.61% Real Estate 3.37% Communication Services 2.11% Energy 2.02% Basic Materials 1.57% Asset Allocation
Asset Class Value Cash 7.95% Equity 87.1% Other 4.96% Top Securities Holdings / Portfolio
Name Holding Value Quantity Invesco Global Equity Income C USD Acc
Investment Fund | -94% ₹93 Cr 61,811
↑ 18,572 Triparty Repo
CBLO/Reverse Repo | -6% ₹6 Cr Net Receivables / (Payables)
CBLO | -0% ₹0 Cr
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