+91-22-48913909Top High Risk High Return Mutual Funds 2026
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 26 - 27
Fund Selection Methodology used to find 5 funds
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 (%) Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹62.71
↑ 0.36 ₹3,694 -1 3 22 17.1 15.6 17.5 DSP Natural Resources and New Energy Fund Growth ₹101.672
↓ -0.22 ₹1,573 8 11.6 19.7 19.7 22.1 17.5 ICICI Prudential Banking and Financial Services Fund Growth ₹135.03
↑ 1.19 ₹11,154 -2.3 0.1 17.5 15.7 15.7 15.9 Franklin Build India Fund Growth ₹137.489
↑ 1.22 ₹3,036 -5.8 -2.5 8.2 25.3 25.1 3.7 Sundaram Rural and Consumption Fund Growth ₹90.1659
↓ -0.71 ₹1,584 -11.7 -7.3 -0.6 14.5 13.6 -0.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Aditya Birla Sun Life Banking And Financial Services Fund DSP Natural Resources and New Energy Fund ICICI Prudential Banking and Financial Services Fund Franklin Build India Fund Sundaram Rural and Consumption Fund Point 1 Upper mid AUM (₹3,694 Cr). Bottom quartile AUM (₹1,573 Cr). Highest AUM (₹11,154 Cr). Lower mid AUM (₹3,036 Cr). Bottom quartile AUM (₹1,584 Cr). Point 2 Established history (12+ yrs). Established history (17+ yrs). Established history (17+ yrs). Established history (16+ yrs). Oldest track record among peers (19 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: High. Risk profile: Moderately High. Point 5 5Y return: 15.59% (bottom quartile). 5Y return: 22.06% (upper mid). 5Y return: 15.73% (lower mid). 5Y return: 25.13% (top quartile). 5Y return: 13.60% (bottom quartile). Point 6 3Y return: 17.13% (lower mid). 3Y return: 19.65% (upper mid). 3Y return: 15.75% (bottom quartile). 3Y return: 25.32% (top quartile). 3Y return: 14.49% (bottom quartile). Point 7 1Y return: 22.00% (top quartile). 1Y return: 19.68% (upper mid). 1Y return: 17.52% (lower mid). 1Y return: 8.21% (bottom quartile). 1Y return: -0.58% (bottom quartile). Point 8 Alpha: -1.32 (bottom quartile). Alpha: 0.00 (top quartile). Alpha: -0.56 (lower mid). Alpha: 0.00 (upper mid). Alpha: -8.82 (bottom quartile). Point 9 Sharpe: 0.84 (upper mid). Sharpe: 0.74 (lower mid). Sharpe: 0.88 (top quartile). Sharpe: -0.05 (bottom quartile). Sharpe: -0.38 (bottom quartile). Point 10 Information ratio: 0.25 (top quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.16 (upper mid). Information ratio: 0.00 (bottom quartile). Information ratio: -0.52 (bottom quartile). Aditya Birla Sun Life Banking And Financial Services Fund
DSP Natural Resources and New Energy Fund
ICICI Prudential Banking and Financial Services Fund
Franklin Build India Fund
Sundaram Rural and Consumption 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 ₹80.0201
↑ 0.96 ₹4,938 -8.3 -7.8 4.1 16.3 16.7 -3.7 SBI Small Cap Fund Growth ₹156.221
↓ -0.23 ₹36,268 -10.3 -10.3 -1.7 12.5 16.9 -4.9 Sundaram Mid Cap Fund Growth ₹1,361.02
↑ 4.73 ₹13,293 -5.2 -0.8 11.5 24 21.1 4.1 Kotak Emerging Equity Scheme Growth ₹128.741
↑ 0.35 ₹60,637 -7.8 -5.1 8.1 20.4 20.6 1.8 HDFC Small Cap Fund Growth ₹130.289
↓ -0.02 ₹37,753 -9.5 -8.2 4.6 19.1 22.7 -0.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 26 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 HDFC Small Cap Fund Point 1 Bottom quartile AUM (₹4,938 Cr). Lower mid AUM (₹36,268 Cr). Bottom quartile AUM (₹13,293 Cr). Highest AUM (₹60,637 Cr). Upper mid AUM (₹37,753 Cr). Point 2 Established history (18+ yrs). Established history (16+ yrs). Oldest track record among peers (23 yrs). Established history (18+ yrs). Established history (17+ 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: 16.66% (bottom quartile). 5Y return: 16.92% (bottom quartile). 5Y return: 21.05% (upper mid). 5Y return: 20.63% (lower mid). 5Y return: 22.72% (top quartile). Point 6 3Y return: 16.26% (bottom quartile). 3Y return: 12.48% (bottom quartile). 3Y return: 24.01% (top quartile). 3Y return: 20.45% (upper mid). 3Y return: 19.12% (lower mid). Point 7 1Y return: 4.12% (bottom quartile). 1Y return: -1.71% (bottom quartile). 1Y return: 11.46% (top quartile). 1Y return: 8.08% (upper mid). 1Y return: 4.56% (lower mid). Point 8 Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: -1.77 (bottom quartile). Alpha: -3.77 (bottom quartile). Alpha: 0.00 (lower mid). Point 9 Sharpe: -0.32 (bottom quartile). Sharpe: -0.54 (bottom quartile). Sharpe: -0.01 (top quartile). Sharpe: -0.11 (upper mid). Sharpe: -0.23 (lower mid). Point 10 Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.13 (top quartile). Information ratio: -0.44 (bottom quartile). Information ratio: 0.00 (bottom quartile). Aditya Birla Sun Life Small Cap Fund
SBI Small Cap Fund
Sundaram Mid Cap Fund
Kotak Emerging Equity Scheme
HDFC Small 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 (%) ICICI Prudential Bluechip Fund Growth ₹111.04
↑ 0.60 ₹78,502 -3 1.5 11.5 17.6 16.9 11.3 Nippon India Large Cap Fund Growth ₹90.0497
↑ 0.33 ₹50,876 -4.3 0.2 11.2 18.7 19 9.2 SBI Bluechip Fund Growth ₹93.6381
↑ 0.29 ₹55,879 -1.6 1.7 11 14.5 14.2 9.7 Aditya Birla Sun Life Frontline Equity Fund Growth ₹527.47
↑ 1.06 ₹31,386 -3.4 0.3 10.9 15.6 14.6 9.4 Indiabulls Blue Chip Fund Growth ₹42.62
↑ 0.19 ₹132 -4.1 0 10.8 13.9 12.4 7.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Bluechip Fund Nippon India Large Cap Fund SBI Bluechip Fund Aditya Birla Sun Life Frontline Equity Fund Indiabulls Blue Chip Fund Point 1 Highest AUM (₹78,502 Cr). Lower mid AUM (₹50,876 Cr). Upper mid AUM (₹55,879 Cr). Bottom quartile AUM (₹31,386 Cr). Bottom quartile AUM (₹132 Cr). Point 2 Established history (17+ yrs). Established history (18+ 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: 16.92% (upper mid). 5Y return: 19.00% (top quartile). 5Y return: 14.17% (bottom quartile). 5Y return: 14.63% (lower mid). 5Y return: 12.40% (bottom quartile). Point 6 3Y return: 17.63% (upper mid). 3Y return: 18.66% (top quartile). 3Y return: 14.47% (bottom quartile). 3Y return: 15.56% (lower mid). 3Y return: 13.92% (bottom quartile). Point 7 1Y return: 11.47% (top quartile). 1Y return: 11.20% (upper mid). 1Y return: 11.01% (lower mid). 1Y return: 10.85% (bottom quartile). 1Y return: 10.82% (bottom quartile). Point 8 Alpha: 1.30 (top quartile). Alpha: -0.94 (bottom quartile). Alpha: -0.41 (upper mid). Alpha: -0.70 (lower mid). Alpha: -2.54 (bottom quartile). Point 9 Sharpe: 0.48 (top quartile). Sharpe: 0.29 (bottom quartile). Sharpe: 0.34 (upper mid). Sharpe: 0.31 (lower mid). Sharpe: 0.16 (bottom quartile). Point 10 Information ratio: 1.26 (upper mid). Information ratio: 1.37 (top quartile). Information ratio: -0.28 (bottom quartile). Information ratio: 0.58 (lower mid). Information ratio: -0.28 (bottom quartile). ICICI Prudential Bluechip Fund
Nippon India Large Cap 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 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 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 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 Edelweiss Mid and Small Cap Fund ) The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies.
However, there can be no assurance that the investment objective of the Scheme will be realised. Research Highlights for Edelweiss Mid Cap Fund Below is the key information for Edelweiss Mid Cap 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 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 Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Kotak Standard Multicap Fund Growth ₹85.178
↑ 0.57 ₹56,460 -2.7 0.3 13.9 17.1 15.1 9.5 Mirae Asset India Equity Fund Growth ₹112.575
↑ 0.27 ₹41,802 -3.6 0.2 10.8 13.2 12.6 10.2 Motilal Oswal Multicap 35 Fund Growth ₹56.9831
↑ 0.05 ₹13,862 -9.7 -6.8 4 21.8 13.6 -5.6 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 ₹1,820.18
↑ 2.73 ₹25,098 -2.7 2.5 13.6 18.3 15.5 11.2 Bandhan Focused Equity Fund Growth ₹83.697
↑ 0.48 ₹2,059 -7.3 -5.1 3.9 18.6 13.4 -1.6 SBI Magnum Multicap Fund Growth ₹108.421
↓ -1.05 ₹23,685 -3.4 -1 3.9 12.5 12.6 5.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 26 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 (₹56,460 Cr). Upper mid AUM (₹41,802 Cr). Lower mid AUM (₹13,862 Cr). Bottom quartile AUM (₹588 Cr). Upper mid AUM (₹25,098 Cr). Bottom quartile AUM (₹2,059 Cr). Lower mid AUM (₹23,685 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: 15.10% (upper mid). 5Y return: 12.59% (bottom quartile). 5Y return: 13.63% (upper mid). 5Y return: 13.57% (lower mid). 5Y return: 15.48% (top quartile). 5Y return: 13.39% (lower mid). 5Y return: 12.64% (bottom quartile). Point 6 3Y return: 17.08% (lower mid). 3Y return: 13.16% (bottom quartile). 3Y return: 21.79% (top quartile). 3Y return: 17.28% (lower mid). 3Y return: 18.27% (upper mid). 3Y return: 18.61% (upper mid). 3Y return: 12.52% (bottom quartile). Point 7 1Y return: 13.94% (upper mid). 1Y return: 10.80% (lower mid). 1Y return: 4.03% (lower mid). 1Y return: 19.34% (top quartile). 1Y return: 13.58% (upper mid). 1Y return: 3.93% (bottom quartile). 1Y return: 3.92% (bottom quartile). Point 8 Alpha: 1.61 (upper mid). Alpha: 0.23 (upper mid). Alpha: -12.91 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 3.22 (top quartile). Alpha: -8.83 (bottom quartile). Alpha: -1.84 (lower mid). Point 9 Sharpe: 0.28 (lower mid). Sharpe: 0.38 (upper mid). Sharpe: -0.51 (bottom quartile). Sharpe: 2.86 (top quartile). Sharpe: 0.41 (upper mid). Sharpe: -0.40 (bottom quartile). Sharpe: 0.01 (lower mid). Point 10 Information ratio: -0.04 (lower mid). Information ratio: -0.35 (bottom quartile). Information ratio: 0.54 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.82 (top quartile). Information ratio: 0.35 (upper mid). Information ratio: -0.74 (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 (23 Jan 26) ₹65.542 ↑ 2.04 (3.22 %) Net Assets (Cr) ₹1,756 on 31 Dec 25 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.41 Sharpe Ratio 3.42 Information Ratio -0.67 Alpha Ratio 1.32 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 Dec 20 ₹10,000 31 Dec 21 ₹9,101 31 Dec 22 ₹8,405 31 Dec 23 ₹8,991 31 Dec 24 ₹10,424 31 Dec 25 ₹27,842 Returns for DSP World Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26 Duration Returns 1 Month 19.7% 3 Month 52.1% 6 Month 105.9% 1 Year 199.1% 3 Year 55% 5 Year 28.7% 10 Year 15 Year Since launch 10.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 167.1% 2023 15.9% 2022 7% 2021 -7.7% 2020 -9% 2019 31.4% 2018 35.1% 2017 -10.7% 2016 -4% 2015 52.7% Fund Manager information for DSP World Gold Fund
Name Since Tenure Jay Kothari 1 Mar 13 12.85 Yr. Data below for DSP World Gold Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Basic Materials 94.95% Asset Allocation
Asset Class Value Cash 2.43% Equity 94.95% Debt 0.01% Other 2.6% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Gold I2
Investment Fund | -74% ₹1,294 Cr 1,219,254
↓ -59,731 VanEck Gold Miners ETF
- | GDX25% ₹442 Cr 573,719 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -2% ₹28 Cr Net Receivables/Payables
Net Current Assets | -0% -₹8 Cr 2. Invesco India PSU Equity Fund
Invesco India PSU Equity Fund
Growth Launch Date 18 Nov 09 NAV (27 Jan 26) ₹65.85 ↑ 0.82 (1.26 %) Net Assets (Cr) ₹1,449 on 31 Dec 25 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 2.14 Sharpe Ratio 0.27 Information Ratio -0.37 Alpha Ratio -1.9 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 Dec 20 ₹10,000 31 Dec 21 ₹13,105 31 Dec 22 ₹15,797 31 Dec 23 ₹24,402 31 Dec 24 ₹30,659 31 Dec 25 ₹33,810 Returns for Invesco India PSU Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26 Duration Returns 1 Month 0.9% 3 Month 0.5% 6 Month 4.4% 1 Year 19.8% 3 Year 30.5% 5 Year 27.5% 10 Year 15 Year Since launch 12.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 10.3% 2023 25.6% 2022 54.5% 2021 20.5% 2020 31.1% 2019 6.1% 2018 10.1% 2017 -16.9% 2016 24.3% 2015 17.9% Fund Manager information for Invesco India PSU Equity Fund
Name Since Tenure Hiten Jain 1 Jul 25 0.5 Yr. Sagar Gandhi 1 Jul 25 0.5 Yr. Data below for Invesco India PSU Equity Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Industrials 31.01% Financial Services 29.88% Utility 19.12% Energy 13.49% Basic Materials 3.52% Consumer Cyclical 1.22% Asset Allocation
Asset Class Value Cash 1.76% Equity 98.24% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN9% ₹136 Cr 1,387,617
↓ -38,697 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL8% ₹120 Cr 2,997,692 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | 5005477% ₹104 Cr 2,717,009
↓ -184,556 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 5328147% ₹97 Cr 1,157,444
↑ 76,826 NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN6% ₹86 Cr 9,129,820
↑ 339,034 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL6% ₹86 Cr 196,158 Bank of Baroda (Financial Services)
Equity, Since 30 Jun 21 | 5321345% ₹66 Cr 2,244,222
↑ 127,830 Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | BDL5% ₹65 Cr 445,685
↑ 21,640 Dredging Corp of India Ltd (Industrials)
Equity, Since 31 Jul 25 | DREDGECORP4% ₹64 Cr 646,300 NTPC Ltd (Utilities)
Equity, Since 31 May 19 | 5325554% ₹59 Cr 1,801,543
↓ -223,420 3. SBI PSU Fund
SBI PSU Fund
Growth Launch Date 7 Jul 10 NAV (27 Jan 26) ₹33.8528 ↑ 0.45 (1.34 %) Net Assets (Cr) ₹5,817 on 31 Dec 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆ Risk High Expense Ratio 1.89 Sharpe Ratio 0.33 Information Ratio -0.47 Alpha Ratio -0.22 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 Dec 20 ₹10,000 31 Dec 21 ₹13,241 31 Dec 22 ₹17,083 31 Dec 23 ₹26,314 31 Dec 24 ₹32,485 31 Dec 25 ₹36,147 Returns for SBI PSU Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26 Duration Returns 1 Month 1.6% 3 Month 1.6% 6 Month 6.5% 1 Year 19% 3 Year 30.4% 5 Year 29.7% 10 Year 15 Year Since launch 8.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 11.3% 2023 23.5% 2022 54% 2021 29% 2020 32.4% 2019 -10% 2018 6% 2017 -23.8% 2016 21.9% 2015 16.2% Fund Manager information for SBI PSU Fund
Name Since Tenure Rohit Shimpi 1 Jun 24 1.59 Yr. Data below for SBI PSU Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Financial Services 35.24% Utility 29.32% Energy 13.87% Industrials 12% Basic Materials 6.69% Asset Allocation
Asset Class Value Cash 2.8% Equity 97.11% Debt 0.08% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 31 Jul 10 | SBIN17% ₹975 Cr 9,927,500 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Jun 24 | BEL9% ₹518 Cr 12,975,000 NTPC Ltd (Utilities)
Equity, Since 31 Jul 10 | 5325559% ₹509 Cr 15,443,244
↑ 900,000 GAIL (India) Ltd (Utilities)
Equity, Since 31 May 24 | 5321559% ₹502 Cr 29,150,000
↑ 3,400,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jul 10 | 5328988% ₹467 Cr 17,635,554
↑ 1,100,000 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 5005476% ₹372 Cr 9,700,000 Bank of Baroda (Financial Services)
Equity, Since 31 Aug 24 | 5321346% ₹325 Cr 11,000,000 NMDC Ltd (Basic Materials)
Equity, Since 31 Oct 23 | 5263714% ₹232 Cr 27,900,000 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 5328143% ₹203 Cr 2,427,235 Oil India Ltd (Energy)
Equity, Since 31 Mar 24 | OIL3% ₹163 Cr 3,850,000 4. Franklin India Opportunities Fund
Franklin India Opportunities Fund
Growth Launch Date 21 Feb 00 NAV (23 Jan 26) ₹247.017 ↓ -4.25 (-1.69 %) Net Assets (Cr) ₹8,380 on 31 Dec 25 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio -0.1 Information Ratio 1.69 Alpha Ratio -4.27 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 Dec 20 ₹10,000 31 Dec 21 ₹12,966 31 Dec 22 ₹12,725 31 Dec 23 ₹19,540 31 Dec 24 ₹26,826 31 Dec 25 ₹27,668 Returns for Franklin India Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26 Duration Returns 1 Month -4.9% 3 Month -5.9% 6 Month -3.3% 1 Year 4.1% 3 Year 28.2% 5 Year 20.3% 10 Year 15 Year Since launch 13.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.1% 2023 37.3% 2022 53.6% 2021 -1.9% 2020 29.7% 2019 27.3% 2018 5.4% 2017 -10.1% 2016 35.6% 2015 4.2% Fund Manager information for Franklin India Opportunities Fund
Name Since Tenure Kiran Sebastian 7 Feb 22 3.9 Yr. R. Janakiraman 1 Apr 13 12.76 Yr. Sandeep Manam 18 Oct 21 4.21 Yr. Data below for Franklin India Opportunities Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Financial Services 23.16% Consumer Cyclical 15.36% Technology 15.21% Health Care 11.71% Industrials 9.45% Basic Materials 8.79% Communication Services 6.09% Energy 3.11% Utility 2.49% Real Estate 0.46% Asset Allocation
Asset Class Value Cash 4.14% Equity 95.84% Top Securities Holdings / Portfolio
Name Holding Value Quantity Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | 5322156% ₹501 Cr 3,948,707 State Bank of India (Financial Services)
Equity, Since 31 Oct 25 | SBIN6% ₹489 Cr 4,981,006 Amphenol Corp Class A (Technology)
Equity, Since 31 Jul 25 | APH3% ₹285 Cr 234,384 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE3% ₹261 Cr 1,661,519 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Oct 24 | APLAPOLLO3% ₹247 Cr 1,289,735 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 24 | BHARTIARTL3% ₹244 Cr 1,158,502 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | M&M3% ₹237 Cr 637,966 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 30 Nov 25 | HAL3% ₹233 Cr 531,519 Mphasis Ltd (Technology)
Equity, Since 30 Nov 24 | 5262993% ₹227 Cr 814,231 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Jun 25 | IDFCFIRSTB3% ₹222 Cr 25,878,858
↑ 5,038,869 5. Edelweiss Mid Cap Fund
Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (27 Jan 26) ₹100.116 ↑ 0.71 (0.71 %) Net Assets (Cr) ₹13,650 on 31 Dec 25 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.75 Sharpe Ratio -0.02 Information Ratio 0.4 Alpha Ratio -1.98 Min Investment 5,000 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 Dec 20 ₹10,000 31 Dec 21 ₹15,026 31 Dec 22 ₹15,381 31 Dec 23 ₹21,291 31 Dec 24 ₹29,572 31 Dec 25 ₹30,687 Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26 Duration Returns 1 Month -3.8% 3 Month -3.3% 6 Month 0.1% 1 Year 11% 3 Year 25.7% 5 Year 23.5% 10 Year 15 Year Since launch 13.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.8% 2023 38.9% 2022 38.4% 2021 2.4% 2020 50.3% 2019 26.4% 2018 5.2% 2017 -15.7% 2016 52.3% 2015 2.5% Fund Manager information for Edelweiss Mid Cap Fund
Name Since Tenure Dhruv Bhatia 14 Oct 24 1.22 Yr. Trideep Bhattacharya 1 Oct 21 4.25 Yr. Raj Koradia 1 Aug 24 1.42 Yr. Data below for Edelweiss Mid Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Financial Services 29.72% Consumer Cyclical 14.55% Industrials 13.36% Basic Materials 9.89% Technology 9.35% Health Care 8.08% Consumer Defensive 4.81% Real Estate 2.85% Communication Services 2.39% Energy 2.24% Utility 0.55% Asset Allocation
Asset Class Value Cash 2.21% Equity 97.78% Top Securities Holdings / Portfolio
Name Holding Value Quantity Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT3% ₹400 Cr 637,288 Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE2% ₹332 Cr 1,995,149
↓ -382,006 Marico Ltd (Consumer Defensive)
Equity, Since 31 Oct 24 | 5316422% ₹326 Cr 4,344,867
↑ 967,772 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Apr 24 | MCX2% ₹306 Cr 274,589 BSE Ltd (Financial Services)
Equity, Since 31 Mar 24 | BSE2% ₹302 Cr 1,145,902 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK2% ₹293 Cr 10,970,839 PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5433902% ₹285 Cr 1,559,919 IDFC First Bank Ltd (Financial Services)
Equity, Since 31 Aug 25 | IDFCFIRSTB2% ₹279 Cr 32,624,448
↑ 397,200 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 17 | UNOMINDA2% ₹258 Cr 2,008,482
↑ 26,593 Indian Bank (Financial Services)
Equity, Since 31 Jan 21 | 5328142% ₹256 Cr 3,059,155
↓ -296,236 6. LIC MF Infrastructure Fund
LIC MF Infrastructure Fund
Growth Launch Date 29 Feb 08 NAV (27 Jan 26) ₹45.7262 ↓ -0.11 (-0.25 %) Net Assets (Cr) ₹1,003 on 31 Dec 25 Category Equity - Sectoral AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk High Expense Ratio 2.21 Sharpe Ratio -0.21 Information Ratio 0.28 Alpha Ratio -18.43 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 Dec 20 ₹10,000 31 Dec 21 ₹14,661 31 Dec 22 ₹15,822 31 Dec 23 ₹22,850 31 Dec 24 ₹33,771 31 Dec 25 ₹32,530 Returns for LIC MF Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26 Duration Returns 1 Month -7% 3 Month -9.4% 6 Month -8% 1 Year 3.5% 3 Year 25.6% 5 Year 24.8% 10 Year 15 Year Since launch 8.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 -3.7% 2023 47.8% 2022 44.4% 2021 7.9% 2020 46.6% 2019 -0.1% 2018 13.3% 2017 -14.6% 2016 42.2% 2015 -2.2% Fund Manager information for LIC MF Infrastructure Fund
Name Since Tenure Yogesh Patil 18 Sep 20 5.29 Yr. Mahesh Bendre 1 Jul 24 1.5 Yr. Data below for LIC MF Infrastructure Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Industrials 47.89% Consumer Cyclical 13.2% Basic Materials 9.06% Financial Services 6.21% Utility 5.93% Technology 3.68% Real Estate 3.55% Communication Services 3.18% Health Care 3.07% Asset Allocation
Asset Class Value Cash 4.22% Equity 95.78% Top Securities Holdings / Portfolio
Name Holding Value Quantity Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP5% ₹50 Cr 686,379
↓ -7,478 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Oct 25 | TMCV5% ₹45 Cr 1,088,395
↓ -159,564 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT4% ₹44 Cr 108,403
↓ -1,181 REC Ltd (Financial Services)
Equity, Since 31 Jul 23 | 5329553% ₹32 Cr 901,191
↓ -9,818 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Jun 25 | APOLLOHOSP3% ₹31 Cr 43,674
↓ -475 Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 5006553% ₹29 Cr 93,271
↓ -1,016 Mahindra Lifespace Developers Ltd (Real Estate)
Equity, Since 30 Jun 24 | MAHLIFE3% ₹26 Cr 659,065
↓ -7,180 Avalon Technologies Ltd (Technology)
Equity, Since 31 Jul 23 | AVALON3% ₹25 Cr 289,118
↑ 2,984 Cummins India Ltd (Industrials)
Equity, Since 31 May 21 | 5004803% ₹25 Cr 56,889
↓ -619 Bharat Bijlee Ltd (Industrials)
Equity, Since 31 Jul 22 | BBL2% ₹25 Cr 92,624
↓ -1,009 7. Invesco India Mid Cap Fund
Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (27 Jan 26) ₹170.49 ↑ 0.50 (0.29 %) Net Assets (Cr) ₹10,296 on 31 Dec 25 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 0.11 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 31 Dec 20 ₹10,000 31 Dec 21 ₹14,314 31 Dec 22 ₹14,388 31 Dec 23 ₹19,297 31 Dec 24 ₹27,624 31 Dec 25 ₹29,374 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26 Duration Returns 1 Month -6.9% 3 Month -8.7% 6 Month -5.7% 1 Year 12.4% 3 Year 25.5% 5 Year 21.7% 10 Year 15 Year Since launch 16.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.3% 2023 43.1% 2022 34.1% 2021 0.5% 2020 43.1% 2019 24.4% 2018 3.8% 2017 -5.3% 2016 44.3% 2015 1.1% Fund Manager information for Invesco India Mid Cap Fund
Name Since Tenure Aditya Khemani 9 Nov 23 2.15 Yr. Amit Ganatra 1 Sep 23 2.34 Yr. Data below for Invesco India Mid Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Financial Services 33.81% Consumer Cyclical 19.69% Health Care 18.14% Industrials 8.13% Real Estate 7.29% Technology 6.39% Basic Materials 3.74% Communication Services 0.31% Asset Allocation
Asset Class Value Cash 2.5% Equity 97.5% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK6% ₹596 Cr 22,304,132 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 25 | 5406116% ₹590 Cr 5,936,790 L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF5% ₹533 Cr 16,854,973 Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY5% ₹529 Cr 13,705,275
↑ 113,616 InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Apr 24 | INDIGO4% ₹412 Cr 814,012
↑ 389,370 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5002714% ₹405 Cr 2,422,867 BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE4% ₹400 Cr 1,519,233 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE4% ₹391 Cr 2,451,815 Global Health Ltd (Healthcare)
Equity, Since 30 Nov 23 | MEDANTA4% ₹381 Cr 3,214,642
↑ 472,531 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | 5322964% ₹379 Cr 1,864,031
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