+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 ₹139.32
↑ 0.56 ₹10,593 4.8 4.5 12 14.7 16.6 11.6 Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹64.15
↑ 0.26 ₹3,606 6.5 5.5 10.9 15 15.9 8.7 DSP Natural Resources and New Energy Fund Growth ₹95.066
↑ 0.50 ₹1,474 4.1 5 3.3 18.6 21.4 13.9 Sundaram Rural and Consumption Fund Growth ₹97.6048
↑ 0.47 ₹1,643 -3.3 2 -1 14.7 15.8 20.1 Franklin Build India Fund Growth ₹141.455
↑ 1.19 ₹3,088 -0.1 1.2 -2.1 24.1 26.8 27.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Dec 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 (₹10,593 Cr). Upper mid AUM (₹3,606 Cr). Bottom quartile AUM (₹1,474 Cr). Bottom quartile AUM (₹1,643 Cr). Lower mid AUM (₹3,088 Cr). Point 2 Established history (17+ yrs). Established history (12+ 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: 16.62% (lower mid). 5Y return: 15.86% (bottom quartile). 5Y return: 21.42% (upper mid). 5Y return: 15.82% (bottom quartile). 5Y return: 26.83% (top quartile). Point 6 3Y return: 14.71% (bottom quartile). 3Y return: 14.95% (lower mid). 3Y return: 18.61% (upper mid). 3Y return: 14.74% (bottom quartile). 3Y return: 24.14% (top quartile). Point 7 1Y return: 11.98% (top quartile). 1Y return: 10.87% (upper mid). 1Y return: 3.29% (lower mid). 1Y return: -0.99% (bottom quartile). 1Y return: -2.15% (bottom quartile). Point 8 Alpha: -2.18 (lower mid). Alpha: -3.75 (bottom quartile). Alpha: 0.00 (top quartile). Alpha: -3.88 (bottom quartile). Alpha: 0.00 (upper mid). Point 9 Sharpe: 0.44 (top quartile). Sharpe: 0.38 (upper mid). Sharpe: 0.14 (lower mid). Sharpe: -0.04 (bottom quartile). Sharpe: -0.11 (bottom quartile). Point 10 Information ratio: 0.26 (top quartile). Information ratio: 0.26 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: -0.18 (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 ₹85.0202
↑ 0.86 ₹5,127 -0.4 -0.6 -6.8 16.7 19.3 21.5 SBI Small Cap Fund Growth ₹167.519
↑ 0.73 ₹36,945 -3.6 -1.4 -8.8 12.7 19.2 24.1 Sundaram Mid Cap Fund Growth ₹1,426.73
↑ 12.36 ₹13,236 2.1 4.9 1 23.1 23.4 32 Kotak Emerging Equity Scheme Growth ₹136.116
↑ 1.30 ₹60,385 -0.8 2.8 -0.4 20.4 23.1 33.6 Taurus Discovery (Midcap) Fund Growth ₹121.3
↑ 1.19 ₹133 -1.3 -0.2 -3 15.4 17.8 11.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Dec 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 (₹5,127 Cr). Upper mid AUM (₹36,945 Cr). Lower mid AUM (₹13,236 Cr). Highest AUM (₹60,385 Cr). Bottom quartile AUM (₹133 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: 19.34% (lower mid). 5Y return: 19.17% (bottom quartile). 5Y return: 23.43% (top quartile). 5Y return: 23.06% (upper mid). 5Y return: 17.82% (bottom quartile). Point 6 3Y return: 16.67% (lower mid). 3Y return: 12.70% (bottom quartile). 3Y return: 23.07% (top quartile). 3Y return: 20.40% (upper mid). 3Y return: 15.39% (bottom quartile). Point 7 1Y return: -6.77% (bottom quartile). 1Y return: -8.80% (bottom quartile). 1Y return: 1.03% (top quartile). 1Y return: -0.43% (upper mid). 1Y return: -3.04% (lower mid). Point 8 Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: -0.05 (bottom quartile). Alpha: 0.23 (top quartile). Alpha: -3.99 (bottom quartile). Point 9 Sharpe: -0.25 (bottom quartile). Sharpe: -0.45 (bottom quartile). Sharpe: 0.08 (upper mid). Sharpe: 0.09 (top quartile). Sharpe: -0.13 (lower mid). Point 10 Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.16 (top quartile). Information ratio: -0.28 (bottom quartile). Information ratio: -1.20 (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 (%) ICICI Prudential Bluechip Fund Growth ₹115.49
↑ 0.75 ₹75,863 3.8 5.8 7.3 17.6 18.7 16.9 Aditya Birla Sun Life Frontline Equity Fund Growth ₹547.22
↑ 3.80 ₹31,016 3.3 4.7 5.6 14.9 16.3 15.6 SBI Bluechip Fund Growth ₹95.8633
↑ 0.54 ₹54,688 3 4.5 5.3 13.8 15.4 12.5 Nippon India Large Cap Fund Growth ₹94.0548
↑ 0.55 ₹48,871 2 4.8 5.2 18.4 20.9 18.2 Indiabulls Blue Chip Fund Growth ₹44.4
↑ 0.31 ₹132 2.9 5.4 2.6 13.1 13 12.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Dec 25 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Bluechip Fund Aditya Birla Sun Life Frontline Equity Fund SBI Bluechip Fund Nippon India Large Cap Fund Indiabulls Blue Chip Fund Point 1 Highest AUM (₹75,863 Cr). Bottom quartile AUM (₹31,016 Cr). Upper mid AUM (₹54,688 Cr). Lower mid AUM (₹48,871 Cr). Bottom quartile AUM (₹132 Cr). Point 2 Established history (17+ yrs). Oldest track record among peers (23 yrs). Established history (19+ yrs). Established history (18+ 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: 18.68% (upper mid). 5Y return: 16.33% (lower mid). 5Y return: 15.45% (bottom quartile). 5Y return: 20.92% (top quartile). 5Y return: 13.01% (bottom quartile). Point 6 3Y return: 17.58% (upper mid). 3Y return: 14.90% (lower mid). 3Y return: 13.85% (bottom quartile). 3Y return: 18.44% (top quartile). 3Y return: 13.08% (bottom quartile). Point 7 1Y return: 7.26% (top quartile). 1Y return: 5.61% (upper mid). 1Y return: 5.32% (lower mid). 1Y return: 5.20% (bottom quartile). 1Y return: 2.61% (bottom quartile). Point 8 Alpha: 0.55 (top quartile). Alpha: -0.50 (lower mid). Alpha: -1.46 (bottom quartile). Alpha: 0.46 (upper mid). Alpha: -1.46 (bottom quartile). Point 9 Sharpe: 0.12 (upper mid). Sharpe: 0.03 (lower mid). Sharpe: 0.00 (bottom quartile). Sharpe: 0.15 (top quartile). Sharpe: -0.04 (bottom quartile). Point 10 Information ratio: 1.23 (upper mid). Information ratio: 0.56 (lower mid). Information ratio: -0.36 (bottom quartile). Information ratio: 1.44 (top quartile). Information ratio: -0.13 (bottom quartile). ICICI Prudential Bluechip Fund
Aditya Birla Sun Life Frontline Equity Fund
SBI Bluechip Fund
Nippon India Large Cap 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 Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid cap companies. However, there can be no assurance that the funds objectives will be achieved. Research Highlights for Invesco India Mid Cap Fund Below is the key information for Invesco India Mid Cap 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 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 Investment Objective is “capital appreciation” through investments in stocks of the companies engaged in the transportation and logistics sector. Research Highlights for UTI Transportation & Logistics Fund Below is the key information for UTI Transportation & Logistics Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Mirae Asset India Equity Fund Growth ₹117.417
↑ 0.81 ₹41,088 3 5.3 5.3 12.7 14.3 12.7 Kotak Standard Multicap Fund Growth ₹86.625
↑ 0.78 ₹56,040 1.9 2.5 4.5 15.6 16.2 16.5 Motilal Oswal Multicap 35 Fund Growth ₹61.0731
↑ 0.65 ₹14,319 -3 1.7 -5.9 20.7 16.1 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 ₹1,876.72
↑ 12.08 ₹24,443 4.1 5.7 6.6 17.1 17 18.5 SBI Magnum Multicap Fund Growth ₹111.874
↑ 0.63 ₹23,168 2.7 3.7 0.4 12.8 14.7 14.2 Bandhan Focused Equity Fund Growth ₹88.138
↑ 0.50 ₹2,086 1.3 1.9 -3.6 18.1 15.1 30.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Dec 25 Research Highlights & Commentary of 7 Funds showcased
Commentary Mirae Asset India Equity Fund Kotak Standard Multicap Fund Motilal Oswal Multicap 35 Fund BNP Paribas Multi Cap Fund Aditya Birla Sun Life Equity Fund SBI Magnum Multicap Fund Bandhan Focused Equity Fund Point 1 Upper mid AUM (₹41,088 Cr). Highest AUM (₹56,040 Cr). Lower mid AUM (₹14,319 Cr). Bottom quartile AUM (₹588 Cr). Upper mid AUM (₹24,443 Cr). Lower mid AUM (₹23,168 Cr). Bottom quartile AUM (₹2,086 Cr). Point 2 Established history (17+ yrs). Established history (16+ yrs). Established history (11+ yrs). Established history (20+ yrs). Oldest track record among peers (27 yrs). Established history (20+ yrs). Established history (19+ 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: 14.34% (bottom quartile). 5Y return: 16.19% (upper mid). 5Y return: 16.09% (upper mid). 5Y return: 13.57% (bottom quartile). 5Y return: 16.96% (top quartile). 5Y return: 14.67% (lower mid). 5Y return: 15.12% (lower mid). Point 6 3Y return: 12.70% (bottom quartile). 3Y return: 15.60% (lower mid). 3Y return: 20.70% (top quartile). 3Y return: 17.28% (upper mid). 3Y return: 17.09% (lower mid). 3Y return: 12.80% (bottom quartile). 3Y return: 18.08% (upper mid). Point 7 1Y return: 5.29% (upper mid). 1Y return: 4.48% (lower mid). 1Y return: -5.86% (bottom quartile). 1Y return: 19.34% (top quartile). 1Y return: 6.61% (upper mid). 1Y return: 0.36% (lower mid). 1Y return: -3.64% (bottom quartile). Point 8 Alpha: 0.62 (upper mid). Alpha: 3.08 (top quartile). Alpha: 0.60 (lower mid). Alpha: 0.00 (lower mid). Alpha: 1.88 (upper mid). Alpha: -1.42 (bottom quartile). Alpha: -0.06 (bottom quartile). Point 9 Sharpe: 0.12 (lower mid). Sharpe: 0.23 (upper mid). Sharpe: 0.05 (lower mid). Sharpe: 2.86 (top quartile). Sharpe: 0.15 (upper mid). Sharpe: -0.12 (bottom quartile). Sharpe: 0.00 (bottom quartile). Point 10 Information ratio: -0.43 (bottom quartile). Information ratio: 0.01 (lower mid). Information ratio: 0.57 (top quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.52 (upper mid). Information ratio: -0.90 (bottom quartile). Information ratio: 0.40 (upper mid). Mirae Asset India Equity Fund
Kotak Standard Multicap Fund
Motilal Oswal Multicap 35 Fund
BNP Paribas Multi Cap Fund
Aditya Birla Sun Life Equity Fund
SBI Magnum Multicap Fund
Bandhan Focused Equity Fund
1. DSP World Gold Fund
DSP World Gold Fund
Growth Launch Date 14 Sep 07 NAV (11 Dec 25) ₹51.4804 ↑ 1.81 (3.64 %) Net Assets (Cr) ₹1,498 on 31 Oct 25 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.41 Sharpe Ratio 1.83 Information Ratio -1.04 Alpha Ratio -4.16 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 Nov 20 ₹10,000 30 Nov 21 ₹9,903 30 Nov 22 ₹8,659 30 Nov 23 ₹9,599 30 Nov 24 ₹12,026 30 Nov 25 ₹27,573 Returns for DSP World Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Dec 25 Duration Returns 1 Month 14% 3 Month 27.4% 6 Month 70% 1 Year 132.4% 3 Year 47.2% 5 Year 22.4% 10 Year 15 Year Since launch 9.4% 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 12.68 Yr. Data below for DSP World Gold Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Basic Materials 95.15% Asset Allocation
Asset Class Value Cash 2.29% Equity 95.15% Debt 0.02% Other 2.54% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Gold I2
Investment Fund | -75% ₹1,127 Cr 1,347,933
↓ -108,097 VanEck Gold Miners ETF
- | GDX24% ₹367 Cr 573,719 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -2% ₹23 Cr Net Receivables/Payables
Net Current Assets | -1% -₹20 Cr 2. Franklin India Opportunities Fund
Franklin India Opportunities Fund
Growth Launch Date 21 Feb 00 NAV (11 Dec 25) ₹256.218 ↑ 1.00 (0.39 %) Net Assets (Cr) ₹8,189 on 31 Oct 25 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio 0.06 Information Ratio 1.78 Alpha Ratio 0.68 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 Nov 20 ₹10,000 30 Nov 21 ₹13,952 30 Nov 22 ₹14,394 30 Nov 23 ₹19,801 30 Nov 24 ₹29,167 30 Nov 25 ₹30,396 Returns for Franklin India Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Dec 25 Duration Returns 1 Month -1.5% 3 Month -1% 6 Month 2.2% 1 Year -0.7% 3 Year 27.5% 5 Year 23.5% 10 Year 15 Year Since launch 13.4% 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 3.73 Yr. R. Janakiraman 1 Apr 13 12.59 Yr. Sandeep Manam 18 Oct 21 4.04 Yr. Data below for Franklin India Opportunities Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 24.53% Consumer Cyclical 16.82% Health Care 13% Technology 12.83% Basic Materials 8.66% Communication Services 5.45% Industrials 4.35% Energy 3.02% Utility 2.61% Consumer Defensive 1.62% Real Estate 0.55% Asset Allocation
Asset Class Value Cash 6.34% Equity 93.64% Top Securities Holdings / Portfolio
Name Holding Value Quantity Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | 5322156% ₹487 Cr 3,948,707
↑ 998,430 State Bank of India (Financial Services)
Equity, Since 31 Oct 25 | SBIN6% ₹467 Cr 4,981,006
↑ 4,981,006 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433204% ₹303 Cr 9,548,090 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 25 | MARUTI3% ₹274 Cr 169,582 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE3% ₹247 Cr 1,661,519
↓ -810,710 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 24 | BHARTIARTL3% ₹238 Cr 1,158,502 Mphasis Ltd (Technology)
Equity, Since 30 Nov 24 | 5262993% ₹225 Cr 814,231 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | M&M3% ₹222 Cr 637,966 NTPC Ltd (Utilities)
Equity, Since 31 Aug 22 | 5325553% ₹213 Cr 6,333,312 HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 24 | HDFCBANK3% ₹213 Cr 2,153,280
↓ -1,934,662 3. Invesco India PSU Equity Fund
Invesco India PSU Equity Fund
Growth Launch Date 18 Nov 09 NAV (12 Dec 25) ₹64.24 ↑ 0.61 (0.96 %) Net Assets (Cr) ₹1,466 on 31 Oct 25 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 2.14 Sharpe Ratio 0.09 Information Ratio -0.6 Alpha Ratio -0.54 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 Nov 20 ₹10,000 30 Nov 21 ₹13,532 30 Nov 22 ₹16,574 30 Nov 23 ₹21,911 30 Nov 24 ₹33,100 30 Nov 25 ₹34,463 Returns for Invesco India PSU Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Dec 25 Duration Returns 1 Month -3.9% 3 Month 2% 6 Month 0.5% 1 Year -0.2% 3 Year 26.5% 5 Year 26.8% 10 Year 15 Year Since launch 12.3% 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 0.34 Yr. Sagar Gandhi 1 Jul 25 0.34 Yr. Data below for Invesco India PSU Equity Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Industrials 31.05% Financial Services 28.47% Utility 20.98% Energy 13.32% Basic Materials 2.59% Asset Allocation
Asset Class Value Cash 3.6% Equity 96.4% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN9% ₹134 Cr 1,426,314 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL9% ₹128 Cr 2,997,692
↓ -180,797 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | 5005477% ₹104 Cr 2,901,565
↓ -327,476 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 5328146% ₹93 Cr 1,080,618
↑ 527,920 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL6% ₹92 Cr 196,158
↓ -30,307 NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN6% ₹91 Cr 8,790,786 NTPC Ltd (Utilities)
Equity, Since 31 May 19 | 5325555% ₹68 Cr 2,024,963
↓ -1,060,827 Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | 5411434% ₹65 Cr 424,045
↑ 93,217 Bank of Baroda (Financial Services)
Equity, Since 30 Jun 21 | 5321344% ₹59 Cr 2,116,392
↑ 894,585 GAIL (India) Ltd (Utilities)
Equity, Since 28 Feb 23 | 5321554% ₹56 Cr 3,089,630 4. Invesco India Mid Cap Fund
Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (12 Dec 25) ₹184.76 ↑ 1.81 (0.99 %) Net Assets (Cr) ₹9,320 on 31 Oct 25 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 0.43 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 Nov 20 ₹10,000 30 Nov 21 ₹14,577 30 Nov 22 ₹15,346 30 Nov 23 ₹19,288 30 Nov 24 ₹28,186 30 Nov 25 ₹31,678 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Dec 25 Duration Returns 1 Month -0.1% 3 Month 1.8% 6 Month 6% 1 Year 5.8% 3 Year 26.4% 5 Year 25% 10 Year 15 Year Since launch 16.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 43.1% 2023 34.1% 2022 0.5% 2021 43.1% 2020 24.4% 2019 3.8% 2018 -5.3% 2017 44.3% 2016 1.1% 2015 6.4% Fund Manager information for Invesco India Mid Cap Fund
Name Since Tenure Aditya Khemani 9 Nov 23 1.98 Yr. Amit Ganatra 1 Sep 23 2.17 Yr. Data below for Invesco India Mid Cap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 34.12% Health Care 18.22% Consumer Cyclical 17% Industrials 9.12% Real Estate 8.42% Technology 7.23% Basic Materials 3.95% Communication Services 1.39% Asset Allocation
Asset Class Value Cash 0.56% Equity 99.44% Top Securities Holdings / Portfolio
Name Holding Value Quantity AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 25 | 5406116% ₹521 Cr 5,936,790 Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY5% ₹487 Cr 11,879,113
↑ 1,517,109 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK5% ₹472 Cr 19,960,984
↑ 5,368,346 L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF5% ₹456 Cr 16,854,973 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE5% ₹428 Cr 2,451,815
↑ 33,004 BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE4% ₹377 Cr 1,519,233 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5002714% ₹375 Cr 2,422,867
↑ 324,236 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | 5322964% ₹353 Cr 1,864,031
↑ 187,614 Sai Life Sciences Ltd (Healthcare)
Equity, Since 31 Dec 24 | SAILIFE3% ₹308 Cr 3,351,338
↑ 116,840 JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 22 | JKCEMENT3% ₹297 Cr 477,753 5. SBI PSU Fund
SBI PSU Fund
Growth Launch Date 7 Jul 10 NAV (12 Dec 25) ₹33.0142 ↑ 0.32 (0.97 %) Net Assets (Cr) ₹5,714 on 31 Oct 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆ Risk High Expense Ratio 1.89 Sharpe Ratio 0.09 Information Ratio -0.57 Alpha Ratio -0.58 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 Nov 20 ₹10,000 30 Nov 21 ₹13,886 30 Nov 22 ₹18,323 30 Nov 23 ₹23,973 30 Nov 24 ₹36,302 30 Nov 25 ₹38,023 Returns for SBI PSU Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Dec 25 Duration Returns 1 Month -2.7% 3 Month 4.4% 6 Month 2.9% 1 Year 1.5% 3 Year 26.2% 5 Year 28.5% 10 Year 15 Year Since launch 8% 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 1.42 Yr. Data below for SBI PSU Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 37.03% Utility 29.3% Energy 13.78% Industrials 12.67% Basic Materials 5.75% Asset Allocation
Asset Class Value Cash 1.48% Equity 98.52% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 31 Jul 10 | SBIN16% ₹930 Cr 9,927,500 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Jun 24 | BEL10% ₹553 Cr 12,975,000 NTPC Ltd (Utilities)
Equity, Since 31 Jul 10 | 5325559% ₹490 Cr 14,543,244 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jul 10 | 5328988% ₹476 Cr 16,535,554 GAIL (India) Ltd (Utilities)
Equity, Since 31 May 24 | 5321558% ₹471 Cr 25,750,000 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 5005476% ₹346 Cr 9,700,000 Bank of Baroda (Financial Services)
Equity, Since 31 Aug 24 | 5321345% ₹306 Cr 11,000,000 NMDC Ltd (Basic Materials)
Equity, Since 31 Oct 23 | 5263714% ₹211 Cr 27,900,000 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 5328144% ₹208 Cr 2,427,235 Oil India Ltd (Energy)
Equity, Since 31 Mar 24 | OIL3% ₹167 Cr 3,850,000 6. LIC MF Infrastructure Fund
LIC MF Infrastructure Fund
Growth Launch Date 29 Feb 08 NAV (12 Dec 25) ₹48.7203 ↑ 0.44 (0.91 %) Net Assets (Cr) ₹1,054 on 31 Oct 25 Category Equity - Sectoral AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk High Expense Ratio 2.21 Sharpe Ratio -0.04 Information Ratio 0.4 Alpha Ratio -6.32 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 30 Nov 20 ₹10,000 30 Nov 21 ₹15,227 30 Nov 22 ₹17,048 30 Nov 23 ₹22,071 30 Nov 24 ₹35,282 30 Nov 25 ₹34,336 Returns for LIC MF Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Dec 25 Duration Returns 1 Month -3% 3 Month -1.9% 6 Month -1.9% 1 Year -7.7% 3 Year 25.4% 5 Year 26.7% 10 Year 15 Year Since launch 9.3% 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 5.12 Yr. Mahesh Bendre 1 Jul 24 1.34 Yr. Data below for LIC MF Infrastructure Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Industrials 46.67% Basic Materials 10.73% Consumer Cyclical 7.92% Financial Services 7.74% Utility 5.33% Technology 4.46% Real Estate 3.56% Health Care 3.4% Communication Services 3.11% Energy 0.98% Asset Allocation
Asset Class Value Cash 5.56% Equity 94.44% Top Securities Holdings / Portfolio
Name Holding Value Quantity Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP5% ₹57 Cr 693,857 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT4% ₹44 Cr 109,584 Afcons Infrastructure Ltd (Industrials)
Equity, Since 31 Oct 24 | AFCONS3% ₹34 Cr 769,765 REC Ltd (Financial Services)
Equity, Since 31 Jul 23 | 5329553% ₹34 Cr 911,009 Avalon Technologies Ltd (Technology)
Equity, Since 31 Jul 23 | AVALON3% ₹34 Cr 286,134
↓ -24,481 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Jun 25 | APOLLOHOSP3% ₹34 Cr 44,149 Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 5006553% ₹32 Cr 94,287 Bharat Bijlee Ltd (Industrials)
Equity, Since 31 Jul 22 | BBL3% ₹28 Cr 93,633
↑ 13,500 Cummins India Ltd (Industrials)
Equity, Since 31 May 21 | 5004803% ₹27 Cr 62,276 Schneider Electric Infrastructure Ltd (Industrials)
Equity, Since 31 Dec 23 | SCHNEIDER3% ₹27 Cr 319,302 7. UTI Transportation & Logistics Fund
UTI Transportation & Logistics Fund
Growth Launch Date 11 Apr 04 NAV (12 Dec 25) ₹294.196 ↑ 1.52 (0.52 %) Net Assets (Cr) ₹4,008 on 31 Oct 25 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 1.93 Sharpe Ratio 0.6 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 Nov 20 ₹10,000 30 Nov 21 ₹12,512 30 Nov 22 ₹15,441 30 Nov 23 ₹19,543 30 Nov 24 ₹25,175 30 Nov 25 ₹29,452 Returns for UTI Transportation & Logistics Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Dec 25 Duration Returns 1 Month -0.2% 3 Month 0.8% 6 Month 14.9% 1 Year 15.3% 3 Year 24.7% 5 Year 23.1% 10 Year 15 Year Since launch 16.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 18.7% 2023 40.1% 2022 14.7% 2021 24.3% 2020 11% 2019 -8.7% 2018 -19.5% 2017 39.6% 2016 4.8% 2015 5.7% Fund Manager information for UTI Transportation & Logistics Fund
Name Since Tenure Sachin Trivedi 22 Sep 16 9.11 Yr. Data below for UTI Transportation & Logistics Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Consumer Cyclical 79.11% Industrials 13.88% Asset Allocation
Asset Class Value Cash 5.18% Equity 94.65% Debt 0.13% Top Securities Holdings / Portfolio
Name Holding Value Quantity Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | M&M14% ₹559 Cr 1,604,386
↑ 28,711 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | MARUTI11% ₹423 Cr 261,576
↓ -2,437 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 30 Nov 08 | EICHERMOT10% ₹389 Cr 554,527 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 5433207% ₹270 Cr 8,494,093
↑ 419,678 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 18 | INDIGO5% ₹201 Cr 357,935
↓ -30,056 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Apr 18 | 5329775% ₹189 Cr 212,504 Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | HEROMOTOCO5% ₹182 Cr 327,739 Hyundai Motor India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | HYUNDAI4% ₹173 Cr 711,342
↑ 125,000 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 13 | ADANIPORTS4% ₹156 Cr 1,076,157 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | 5323434% ₹142 Cr 403,430
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