+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 ₹137.35
↓ -0.21 ₹9,688 3.2 5.7 12.6 16 20.6 11.6 Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹62.98
↓ -0.01 ₹3,374 5.4 7.1 12.2 16.1 20.1 8.7 DSP Natural Resources and New Energy Fund Growth ₹97.669
↑ 0.56 ₹1,292 12.1 16.1 8.1 22.6 27.7 13.9 Sundaram Rural and Consumption Fund Growth ₹100.993
↓ -0.15 ₹1,599 3.9 7.7 4.8 16.3 19.7 20.1 Franklin Build India Fund Growth ₹145.441
↓ -1.28 ₹2,884 3.3 10.1 3.4 26.8 32.6 27.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Nov 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 DSP Natural Resources and New Energy Fund Sundaram Rural and Consumption Fund Franklin Build India Fund Point 1 Highest AUM (₹9,688 Cr). Upper mid AUM (₹3,374 Cr). Bottom quartile AUM (₹1,292 Cr). Bottom quartile AUM (₹1,599 Cr). Lower mid AUM (₹2,884 Cr). Point 2 Established history (17+ yrs). Established history (11+ yrs). Established history (17+ yrs). Oldest track record among peers (19 yrs). Established history (16+ 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: 20.55% (lower mid). 5Y return: 20.11% (bottom quartile). 5Y return: 27.72% (upper mid). 5Y return: 19.66% (bottom quartile). 5Y return: 32.63% (top quartile). Point 6 3Y return: 15.96% (bottom quartile). 3Y return: 16.07% (bottom quartile). 3Y return: 22.63% (upper mid). 3Y return: 16.27% (lower mid). 3Y return: 26.82% (top quartile). Point 7 1Y return: 12.57% (top quartile). 1Y return: 12.16% (upper mid). 1Y return: 8.10% (lower mid). 1Y return: 4.78% (bottom quartile). 1Y return: 3.37% (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: -0.96 (bottom quartile). Sharpe: -0.36 (lower mid). Sharpe: -0.64 (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
DSP Natural Resources and New Energy Fund
Sundaram Rural and Consumption Fund
Franklin Build India 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 (%) Aditya Birla Sun Life Small Cap Fund Growth ₹88.3163
↓ -0.26 ₹4,824 3.6 14.2 -0.9 18.7 23.6 21.5 SBI Small Cap Fund Growth ₹174.749
↓ -0.44 ₹35,245 2.2 9.9 -2.7 14.8 24.2 24.1 Sundaram Mid Cap Fund Growth ₹1,446.08
↓ -5.13 ₹12,501 5.2 14.5 7.3 24.2 26.8 32 Kotak Emerging Equity Scheme Growth ₹138.588
↓ -0.94 ₹56,988 2.2 15 6.9 21.6 26.8 33.6 Taurus Discovery (Midcap) Fund Growth ₹124.18
↓ -0.63 ₹128 2.7 11.2 3.3 17.5 21 11.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Nov 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Aditya Birla Sun Life Small Cap Fund SBI Small Cap Fund Sundaram Mid Cap Fund Kotak Emerging Equity Scheme Taurus Discovery (Midcap) Fund Point 1 Bottom quartile AUM (₹4,824 Cr). Upper mid AUM (₹35,245 Cr). Lower mid AUM (₹12,501 Cr). Highest AUM (₹56,988 Cr). Bottom quartile AUM (₹128 Cr). Point 2 Established history (18+ yrs). Established history (16+ yrs). Established history (23+ yrs). Established history (18+ yrs). Oldest track record among peers (31 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: 23.56% (bottom quartile). 5Y return: 24.16% (lower mid). 5Y return: 26.82% (upper mid). 5Y return: 26.83% (top quartile). 5Y return: 20.97% (bottom quartile). Point 6 3Y return: 18.66% (lower mid). 3Y return: 14.85% (bottom quartile). 3Y return: 24.20% (top quartile). 3Y return: 21.64% (upper mid). 3Y return: 17.48% (bottom quartile). Point 7 1Y return: -0.88% (bottom quartile). 1Y return: -2.65% (bottom quartile). 1Y return: 7.28% (top quartile). 1Y return: 6.93% (upper mid). 1Y return: 3.32% (lower mid). Point 8 Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 2.99 (upper mid). Alpha: 5.63 (top quartile). Alpha: -4.47 (bottom quartile). Point 9 Sharpe: -0.56 (lower mid). Sharpe: -0.72 (bottom quartile). Sharpe: -0.33 (upper mid). Sharpe: -0.21 (top quartile). Sharpe: -0.71 (bottom quartile). Point 10 Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.22 (top quartile). Information ratio: -0.12 (bottom quartile). Information ratio: -0.84 (bottom quartile). Aditya Birla Sun Life Small Cap Fund
SBI Small Cap Fund
Sundaram Mid Cap Fund
Kotak Emerging Equity Scheme
Taurus Discovery (Midcap) 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 ₹93.2608
↓ -0.50 ₹45,012 3.8 8.2 8.1 19 24.6 18.2 ICICI Prudential Bluechip Fund Growth ₹113.02
↓ -0.79 ₹71,840 3.4 6.1 7.6 17.7 21.3 16.9 Aditya Birla Sun Life Frontline Equity Fund Growth ₹540.56
↓ -2.38 ₹29,867 3.5 6.5 6.7 15.4 19 15.6 SBI Bluechip Fund Growth ₹94.4054
↓ -0.49 ₹52,421 2.6 6.1 5.9 13.9 18.4 12.5 Indiabulls Blue Chip Fund Growth ₹43.98
↓ -0.19 ₹127 3.6 9 5.3 13.7 15.8 12.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Nov 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Large Cap Fund ICICI Prudential Bluechip Fund Aditya Birla Sun Life Frontline Equity Fund SBI Bluechip Fund Indiabulls Blue Chip Fund Point 1 Lower mid AUM (₹45,012 Cr). Highest AUM (₹71,840 Cr). Bottom quartile AUM (₹29,867 Cr). Upper mid AUM (₹52,421 Cr). Bottom quartile AUM (₹127 Cr). Point 2 Established history (18+ yrs). Established history (17+ yrs). Oldest track record among peers (23 yrs). Established history (19+ 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: 24.56% (top quartile). 5Y return: 21.33% (upper mid). 5Y return: 19.01% (lower mid). 5Y return: 18.39% (bottom quartile). 5Y return: 15.76% (bottom quartile). Point 6 3Y return: 18.98% (top quartile). 3Y return: 17.69% (upper mid). 3Y return: 15.39% (lower mid). 3Y return: 13.91% (bottom quartile). 3Y return: 13.74% (bottom quartile). Point 7 1Y return: 8.12% (top quartile). 1Y return: 7.56% (upper mid). 1Y return: 6.73% (lower mid). 1Y return: 5.91% (bottom quartile). 1Y return: 5.32% (bottom quartile). Point 8 Alpha: 2.49 (top quartile). Alpha: 1.67 (upper mid). Alpha: 0.89 (bottom quartile). Alpha: 1.27 (lower mid). Alpha: -0.05 (bottom quartile). Point 9 Sharpe: -0.40 (top quartile). Sharpe: -0.51 (lower mid). Sharpe: -0.57 (bottom quartile). Sharpe: -0.50 (upper mid). Sharpe: -0.63 (bottom quartile). Point 10 Information ratio: 1.96 (top quartile). Information ratio: 1.64 (upper mid). Information ratio: 0.84 (lower mid). Information ratio: -0.10 (bottom quartile). Information ratio: 0.12 (bottom quartile). Nippon India Large Cap Fund
ICICI Prudential Bluechip Fund
Aditya Birla Sun Life Frontline Equity Fund
SBI Bluechip 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 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 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 The investment objective of the scheme is to provide long term growth from a portfolio of equity / equity related instruments of companies engaged either directly or indirectly in the infrastructure sector. Research Highlights for LIC MF Infrastructure Fund Below is the key information for LIC MF Infrastructure 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 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 Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Kotak Standard Multicap Fund Growth ₹86.504
↓ -0.63 ₹53,626 2.8 8.3 9.2 16.3 19 16.5 Mirae Asset India Equity Fund Growth ₹115.641
↓ -0.72 ₹39,477 3.4 7.2 7.7 13 16.6 12.7 Motilal Oswal Multicap 35 Fund Growth ₹62.6143
↓ -0.33 ₹13,679 0.8 9.7 5.4 21.2 19.2 45.7 BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 ₹588 -4.6 -2.6 19.3 17.3 13.6 Aditya Birla Sun Life Equity Fund Growth ₹1,862.79
↓ -10.16 ₹22,962 5.4 9 8.4 17.4 19.9 18.5 Bandhan Focused Equity Fund Growth ₹89.921
↓ -0.99 ₹1,919 2.7 9.8 5.8 18.8 17.5 30.3 SBI Magnum Multicap Fund Growth ₹111.951
↑ 0.04 ₹22,011 5.4 7.1 4.2 13 18 14.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Nov 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 Aditya Birla Sun Life Equity Fund Bandhan Focused 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). Upper mid AUM (₹22,962 Cr). Bottom quartile AUM (₹1,919 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). Oldest track record among peers (27 yrs). Established history (19+ 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: 19.03% (upper mid). 5Y return: 16.58% (bottom quartile). 5Y return: 19.22% (upper mid). 5Y return: 13.57% (bottom quartile). 5Y return: 19.86% (top quartile). 5Y return: 17.53% (lower mid). 5Y return: 17.99% (lower mid). Point 6 3Y return: 16.27% (lower mid). 3Y return: 13.03% (bottom quartile). 3Y return: 21.23% (top quartile). 3Y return: 17.28% (lower mid). 3Y return: 17.38% (upper mid). 3Y return: 18.77% (upper mid). 3Y return: 12.99% (bottom quartile). Point 7 1Y return: 9.20% (upper mid). 1Y return: 7.66% (lower mid). 1Y return: 5.45% (bottom quartile). 1Y return: 19.34% (top quartile). 1Y return: 8.43% (upper mid). 1Y return: 5.83% (lower mid). 1Y return: 4.20% (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: 2.31 (lower mid). Alpha: 2.56 (upper 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: -0.46 (lower mid). Sharpe: -0.39 (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: 0.70 (upper mid). Information ratio: 0.25 (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
Aditya Birla Sun Life Equity Fund
Bandhan Focused Equity Fund
SBI Magnum Multicap Fund
1. DSP World Gold Fund
DSP World Gold Fund
Growth Launch Date 14 Sep 07 NAV (03 Nov 25) ₹42.7598 ↑ 0.09 (0.21 %) 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 31 Oct 20 ₹10,000 31 Oct 21 ₹9,021 31 Oct 22 ₹6,936 31 Oct 23 ₹8,194 31 Oct 24 ₹11,716 31 Oct 25 ₹21,909 Returns for DSP World Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Nov 25 Duration Returns 1 Month -5% 3 Month 38.6% 6 Month 58.5% 1 Year 87.4% 3 Year 48.9% 5 Year 15.8% 10 Year 15 Year Since launch 8.3% 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 12.59 Yr. Data below for DSP World Gold Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Basic Materials 95.54% Asset Allocation
Asset Class Value Cash 1.83% Equity 95.6% Debt 0.01% Other 2.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Gold I2
Investment Fund | -76% ₹1,268 Cr 1,456,030
↓ -89,620 VanEck Gold Miners ETF
- | GDX23% ₹389 Cr 573,719 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -1% ₹18 Cr Net Receivables/Payables
Net Current Assets | -0% ₹3 Cr 2. Franklin India Opportunities Fund
Franklin India Opportunities Fund
Growth Launch Date 21 Feb 00 NAV (03 Nov 25) ₹263.504 ↑ 1.41 (0.54 %) 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 31 Oct 20 ₹10,000 31 Oct 21 ₹16,039 31 Oct 22 ₹15,668 31 Oct 23 ₹19,891 31 Oct 24 ₹32,356 31 Oct 25 ₹34,323 Returns for Franklin India Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Nov 25 Duration Returns 1 Month 2.9% 3 Month 5.7% 6 Month 11.5% 1 Year 6.6% 3 Year 30.1% 5 Year 27.7% 10 Year 15 Year Since launch 13.6% 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 3.65 Yr. R. Janakiraman 1 Apr 13 12.51 Yr. Sandeep Manam 18 Oct 21 3.96 Yr. Data below for Franklin India Opportunities Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Consumer Cyclical 20.07% Financial Services 18.85% Health Care 12.76% Technology 11.87% Basic Materials 9.66% Communication Services 5.71% Industrials 4.42% Energy 4.34% Utility 2.78% Consumer Defensive 1.74% Real Estate 0.5% Asset Allocation
Asset Class Value Cash 7.28% Equity 92.71% 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% ₹337 Cr 2,472,229 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | 5322154% ₹334 Cr 2,950,277 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433204% ₹311 Cr 9,548,090 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 25 | MARUTI4% ₹272 Cr 169,582 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | M&M3% ₹219 Cr 637,966 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 24 | BHARTIARTL3% ₹218 Cr 1,158,502 Mphasis Ltd (Technology)
Equity, Since 30 Nov 24 | 5262993% ₹216 Cr 814,231 NTPC Ltd (Utilities)
Equity, Since 31 Aug 22 | 5325553% ₹216 Cr 6,333,312 Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | LEMONTREE3% ₹213 Cr 12,833,401 3. Invesco India PSU Equity Fund
Invesco India PSU Equity Fund
Growth Launch Date 18 Nov 09 NAV (04 Nov 25) ₹66.7 ↓ -0.59 (-0.88 %) 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 31 Oct 20 ₹10,000 31 Oct 21 ₹15,830 31 Oct 22 ₹17,783 31 Oct 23 ₹22,422 31 Oct 24 ₹36,974 31 Oct 25 ₹38,950 Returns for Invesco India PSU Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Nov 25 Duration Returns 1 Month 3.2% 3 Month 7.7% 6 Month 11.7% 1 Year 6.9% 3 Year 29.5% 5 Year 31.3% 10 Year 15 Year Since launch 12.6% 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 0.25 Yr. Sagar Gandhi 1 Jul 25 0.25 Yr. Data below for Invesco India PSU Equity Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Utility 29.05% Industrials 28.51% Financial Services 22.69% Energy 14.07% Basic Materials 4.39% Asset Allocation
Asset Class Value Cash 1.29% Equity 98.71% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL9% ₹128 Cr 3,178,489 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN9% ₹124 Cr 1,426,314 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | 5005478% ₹110 Cr 3,229,041 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL8% ₹107 Cr 226,465 NTPC Ltd (Utilities)
Equity, Since 31 May 19 | 5325557% ₹105 Cr 3,085,790 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 22 | 5328987% ₹101 Cr 3,599,413 NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN6% ₹85 Cr 8,790,786 NHPC Ltd (Utilities)
Equity, Since 31 Oct 22 | NHPC5% ₹66 Cr 7,649,437 REC Ltd (Financial Services)
Equity, Since 31 Aug 23 | 5329554% ₹55 Cr 1,485,615 GAIL (India) Ltd (Utilities)
Equity, Since 28 Feb 23 | 5321554% ₹54 Cr 3,089,630 4. LIC MF Infrastructure Fund
LIC MF Infrastructure Fund
Growth Launch Date 29 Feb 08 NAV (04 Nov 25) ₹51.1126 ↓ -0.32 (-0.61 %) Net Assets (Cr) ₹995 on 31 Aug 25 Category Equity - Sectoral AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk High Expense Ratio 2.21 Sharpe Ratio -0.47 Information Ratio 0.34 Alpha Ratio -1.71 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 20 ₹10,000 31 Oct 21 ₹16,982 31 Oct 22 ₹18,599 31 Oct 23 ₹23,073 31 Oct 24 ₹39,075 31 Oct 25 ₹39,641 Returns for LIC MF Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Nov 25 Duration Returns 1 Month 2.2% 3 Month 3.5% 6 Month 17.6% 1 Year 2.2% 3 Year 29.4% 5 Year 31.2% 10 Year 15 Year Since launch 9.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 47.8% 2023 44.4% 2022 7.9% 2021 46.6% 2020 -0.1% 2019 13.3% 2018 -14.6% 2017 42.2% 2016 -2.2% 2015 -6.2% Fund Manager information for LIC MF Infrastructure Fund
Name Since Tenure Yogesh Patil 18 Sep 20 5.04 Yr. Mahesh Bendre 1 Jul 24 1.25 Yr. Data below for LIC MF Infrastructure Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 48.29% Basic Materials 9.85% Consumer Cyclical 8.84% Financial Services 8.09% Utility 6.27% Technology 4.21% Health Care 3.5% Real Estate 3.4% Communication Services 2.81% Energy 0.96% Asset Allocation
Asset Class Value Cash 3.77% Equity 96.23% Top Securities Holdings / Portfolio
Name Holding Value Quantity Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP6% ₹57 Cr 693,857 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT4% ₹40 Cr 109,584 Afcons Infrastructure Ltd (Industrials)
Equity, Since 31 Oct 24 | AFCONS3% ₹35 Cr 769,765 REC Ltd (Financial Services)
Equity, Since 31 Jul 23 | 5329553% ₹34 Cr 911,009 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Jun 25 | APOLLOHOSP3% ₹33 Cr 44,149
↓ -2,694 Avalon Technologies Ltd (Technology)
Equity, Since 31 Jul 23 | AVALON3% ₹31 Cr 310,615 Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 5006553% ₹28 Cr 94,287 Schneider Electric Infrastructure Ltd (Industrials)
Equity, Since 31 Dec 23 | SCHNEIDER3% ₹26 Cr 319,302 Bharat Bijlee Ltd (Industrials)
Equity, Since 31 Jul 22 | BBL2% ₹25 Cr 80,133
↑ 5,212 Cummins India Ltd (Industrials)
Equity, Since 31 May 21 | 5004802% ₹24 Cr 62,276
↓ -5,131 5. SBI PSU Fund
SBI PSU Fund
Growth Launch Date 7 Jul 10 NAV (04 Nov 25) ₹33.7012 ↓ -0.27 (-0.78 %) 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 31 Oct 20 ₹10,000 31 Oct 21 ₹16,381 31 Oct 22 ₹19,173 31 Oct 23 ₹24,318 31 Oct 24 ₹40,047 31 Oct 25 ₹42,467 Returns for SBI PSU Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Nov 25 Duration Returns 1 Month 3.2% 3 Month 8.2% 6 Month 9.4% 1 Year 6.6% 3 Year 29.3% 5 Year 33.3% 10 Year 15 Year Since launch 8.2% 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 1.33 Yr. Data below for SBI PSU Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 36.21% Utility 29.89% Energy 13.58% Industrials 12.34% Basic Materials 5.79% Asset Allocation
Asset Class Value Cash 2.18% Equity 97.82% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 31 Jul 10 | SBIN16% ₹866 Cr 9,927,500 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Jun 24 | BEL9% ₹524 Cr 12,975,000 NTPC Ltd (Utilities)
Equity, Since 31 Jul 10 | 5325559% ₹495 Cr 14,543,244 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jul 10 | 5328988% ₹463 Cr 16,535,554 GAIL (India) Ltd (Utilities)
Equity, Since 31 May 24 | 5321558% ₹454 Cr 25,750,000 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 5005476% ₹329 Cr 9,700,000 Bank of Baroda (Financial Services)
Equity, Since 31 Aug 24 | 5321345% ₹284 Cr 11,000,000 NMDC Ltd (Basic Materials)
Equity, Since 31 Oct 23 | 5263714% ₹213 Cr 27,900,000 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 5328143% ₹182 Cr 2,427,235 Oil India Ltd (Energy)
Equity, Since 31 Mar 24 | OIL3% ₹159 Cr 3,850,000 6. HDFC Infrastructure Fund
HDFC Infrastructure Fund
Growth Launch Date 10 Mar 08 NAV (04 Nov 25) ₹48.818 ↓ -0.26 (-0.54 %) 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 31 Oct 20 ₹10,000 31 Oct 21 ₹19,027 31 Oct 22 ₹21,626 31 Oct 23 ₹29,679 31 Oct 24 ₹44,661 31 Oct 25 ₹45,504 Returns for HDFC Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Nov 25 Duration Returns 1 Month 2.2% 3 Month 3.2% 6 Month 10% 1 Year 3.1% 3 Year 27.5% 5 Year 34.8% 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 1.72 Yr. Dhruv Muchhal 22 Jun 23 2.28 Yr. Data below for HDFC Infrastructure Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 38.53% Financial Services 19.18% Basic Materials 10.34% Utility 7.05% Energy 6.49% Communication Services 3.63% Real Estate 2.48% Health Care 1.76% Technology 1.57% Consumer Cyclical 0.49% Asset Allocation
Asset Class Value Cash 8.47% Equity 91.53% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | 5321746% ₹148 Cr 1,100,000
↓ -200,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT6% ₹139 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 | 5222874% ₹95 Cr 758,557
↑ 272 J Kumar Infraprojects Ltd (Industrials)
Equity, Since 31 Oct 15 | JKIL4% ₹89 Cr 1,403,084
↑ 3,084 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Dec 21 | INDIGO3% ₹84 Cr 150,000 NTPC Ltd (Utilities)
Equity, Since 31 Dec 17 | 5325553% ₹75 Cr 2,200,646
↑ 646 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 State Bank of India (Financial Services)
Equity, Since 31 Mar 08 | SBIN2% ₹61 Cr 704,361 7. ICICI Prudential Infrastructure Fund
ICICI Prudential Infrastructure Fund
Growth Launch Date 31 Aug 05 NAV (04 Nov 25) ₹200.53 ↓ -1.35 (-0.67 %) 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 31 Oct 20 ₹10,000 31 Oct 21 ₹19,902 31 Oct 22 ₹23,709 31 Oct 23 ₹30,130 31 Oct 24 ₹47,075 31 Oct 25 ₹49,413 Returns for ICICI Prudential Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Nov 25 Duration Returns 1 Month 2.3% 3 Month 4.5% 6 Month 11% 1 Year 5.7% 3 Year 27.4% 5 Year 37.3% 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 8.33 Yr. Sharmila D’mello 30 Jun 22 3.26 Yr. Data below for ICICI Prudential Infrastructure Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 36.47% Basic Materials 15.25% Financial Services 14.68% Utility 10.24% Energy 9.47% Real Estate 2.93% Consumer Cyclical 1.84% Communication Services 1.67% Asset Allocation
Asset Class Value Cash 7.43% Equity 92.57% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT9% ₹674 Cr 1,843,204
↓ -155,750 NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 5325554% ₹352 Cr 10,329,473
↓ -750,000 Vedanta Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 5002954% ₹293 Cr 6,279,591 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 23 | RELIANCE4% ₹277 Cr 2,029,725 NCC Ltd (Industrials)
Equity, Since 31 Aug 21 | NCC3% ₹271 Cr 13,053,905 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 24 | ADANIPORTS3% ₹260 Cr 1,854,934
↓ -413,725 Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 06 | KPIL3% ₹226 Cr 1,803,566 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 5322153% ₹226 Cr 1,996,057 AIA Engineering Ltd (Industrials)
Equity, Since 28 Feb 21 | AIAENG3% ₹202 Cr 660,770 CESC Ltd (Utilities)
Equity, Since 30 Jun 23 | CESC2% ₹189 Cr 11,700,502
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