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AMFI Signs Sachin and Dhoni for Mutual Funds Sahi Hai Campaign

Updated on November 5, 2026 , 4247 views

The Association of Mutual Funds (AMFI) announced that they have signed cricketing icons Sachin Tendulkar and M.S Dhoni for their mutual fund sahi hai Campaign. This is happening for the first time that renowned cricketers are being signed to promote the campaign.

Mutual Funds Sahi Hai Campaign- AMFI sings Sachin and Dhoni

As per Nilesh Shah, the chairman of AMFI- Sachin Tendulkar and MS Dhoni evoke unstinted trust and high dependability, and their longer-term orientation in their respective cricketing careers has been akin to retail investors having equally longer-term approach towards investment. Longer-term approach be it, in cricketing career or in Mutual Fund investments can deliver rich dividends be it for cricketers or investors, alike.

Mutual Funds Sahi hai Campaign

Mutual Funds Sahi Hai campaign was started in March 2017 with a motive to create awareness about mutual funds within the investors. With Mutual Funds Sahi hai campaign, AMFI chooses to address various questions and queries people have about mutual funds such as- what is mutual funds, best mutual funds to invest into, how to make a mutual fund investment and how mutual fund gives profit, etc.

The cross-media campaigns made a huge impact on the people. The Mutual Funds Sahi Hai campaign is not only in English, but also in Hindi and other vernacular languages.

With the two icons— Sachin and Dhoni, the upcoming campaigns of Mutual Funds Sahi Hai will grab huge attention amongst people. Also, if you take a glance at cricket, it has many similarities to investment. So, let’s see what cricket teaches about investments in our financial life.

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3 Important Investment Tips to Learn from Cricket

1. Different position, but one goal!

Just like every player has its own skillset — batsman, blower — similarly, every investor has a specific risk appetite. Some investors will have a low risk appetite, while others may be a high.

So picking the mutual funds as per appetite is important. For instance, if you want no-risk funds than Liquid Funds are best suited for you. But, if you are a high-risk taker then Investing in Equity Funds would be ideal. So, pick the best position as per your appetite.

2. Diversify portfolio just like a team player

Just like a cricket team with different players, building an Investment plan with different funds will bring good returns. No investment Portfolio should depend on one or two funds, a well-diversified portfolio will fetch you good profits. Diversifying means to balance the risk in your portfolio.

3. Don’t give up, keep playing!

Cricket needs time, brain and attention. Likewise, while investing, you need to consider many factors like — time, goal, risk, patience. One bad returns in your investment shouldn’t let you down. In fact, strive for long-term returns. Give time for your funds to perform. Stay in the game till the end.

About AMFI

The Association of Mutual Funds in India assists the Indian Mutual Fund industry to grow professionally and enhances the standards in all areas. AMFI is a one-stop destination for the investors who have any issues or monetary losses concerns about mutual funds.

The Association of Mutual Funds in India focuses on the following objectives:

  • Preserve professional ethical standards in the Mutual Fund Industry
  • Promote efficient business practices and code of conduct followed by the members of Mutual Funds
  • To spread awareness across the country on trustworthy mutual fund investments
  • Protect the interest of investors and Asset Management Companies
  • Take care of the pan India investor awareness programmes to promote the proper understanding of the mutual fund concept
  • To network with SEBI and accomplish their mutual fund’s regulations

Benefits of Mutual Funds

Mutual Funds are currently the most popular investment option amongst investors. It offers many benefits such as -

Affordability

It is one of the important Benefits of Mutual Funds as you can start investing with just Rs. 500 in a SIP. You can invest small amounts regularly for a long-term as part of your Financial goals. This will give you good returns over time. In case if you don't want to do SIP investment, you can opt for the lump sum mode.

Fund Manager

Each mutual fund is managed by a dedicated fund manager. The fund manager decides on buying and selling. So, you don’t have to worry about your investment or market swings. These fund managers are professionally skilled and they pick the best option to meet the fund’s objective.

Diversification

The fund manager always invests in more than one asset class like equities, money market instrument, debts, gold, etc., to spread the risk. This is called diversification. So even if one asset class doesn’t perform, the other can balance the returns to avoid the loss for investors.

Tax Benefits

With ELSS (Equity Linked Saving Schemes) you can obtain tax benefits under Section 80C of the income tax act. Also, as ELSS is an equity-linked scheme, you earn returns from the equity market. As compared to other tax options under Sec 80C, ELSS has the least lock-in, i.e., of three years.

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Fund Selection Methodology used to find 5 funds

  • Category: Equity
  • Investment Option: SIP
  • AUM Range: 200 to 20000 Cr
  • Sorted On : 5-year return (high to low)
  • No Of Funds: 5

Best Mutual Funds 2026 - 2027

Following are the Best SIP Mutual Funds for 2020:

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2025 (%)
DSP World Gold Fund Growth ₹55.8025
↑ 1.32
₹1,665 500 2.6-235.450.626.5167.1
SBI PSU Fund Growth ₹33.586
↑ 0.13
₹6,354 500 -3.2-7.50.719.420.411.3
DSP India T.I.G.E.R Fund Growth ₹347.372
↑ 0.91
₹6,265 500 -4.5-0.51018.919-2.5
SBI Healthcare Opportunities Fund Growth ₹524.306
↑ 1.74
₹5,870 500 1.315.421.12418.6-3.5
BOI AXA Manufacturing and Infrastructure Fund Growth ₹66.77
↓ -0.13
₹984 1,000 -14.914.32018.57.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Nov 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryDSP World Gold FundSBI PSU FundDSP India T.I.G.E.R FundSBI Healthcare Opportunities FundBOI AXA Manufacturing and Infrastructure Fund
Point 1Bottom quartile AUM (₹1,665 Cr).Highest AUM (₹6,354 Cr).Upper mid AUM (₹6,265 Cr).Lower mid AUM (₹5,870 Cr).Bottom quartile AUM (₹984 Cr).
Point 2Established history (19+ yrs).Established history (16+ yrs).Oldest track record among peers (22 yrs).Established history (21+ yrs).Established history (16+ yrs).
Point 3Rating: 3★ (upper mid).Rating: 2★ (lower mid).Top rated.Rating: 2★ (bottom quartile).Not Rated.
Point 4Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.
Point 55Y return: 26.49% (top quartile).5Y return: 20.42% (upper mid).5Y return: 19.04% (lower mid).5Y return: 18.56% (bottom quartile).5Y return: 18.53% (bottom quartile).
Point 63Y return: 50.55% (top quartile).3Y return: 19.38% (bottom quartile).3Y return: 18.89% (bottom quartile).3Y return: 24.02% (upper mid).3Y return: 20.01% (lower mid).
Point 71Y return: 35.45% (top quartile).1Y return: 0.74% (bottom quartile).1Y return: 9.95% (bottom quartile).1Y return: 21.11% (upper mid).1Y return: 14.33% (lower mid).
Point 8Alpha: 4.06 (top quartile).Alpha: -0.21 (bottom quartile).Alpha: 0.00 (lower mid).Alpha: 3.63 (upper mid).Alpha: 0.00 (bottom quartile).
Point 9Sharpe: 0.67 (lower mid).Sharpe: -0.14 (bottom quartile).Sharpe: 0.38 (bottom quartile).Sharpe: 0.95 (top quartile).Sharpe: 0.70 (upper mid).
Point 10Information ratio: -0.80 (bottom quartile).Information ratio: -0.42 (bottom quartile).Information ratio: 0.00 (upper mid).Information ratio: 0.10 (top quartile).Information ratio: 0.00 (lower mid).

DSP World Gold Fund

  • Bottom quartile AUM (₹1,665 Cr).
  • Established history (19+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 26.49% (top quartile).
  • 3Y return: 50.55% (top quartile).
  • 1Y return: 35.45% (top quartile).
  • Alpha: 4.06 (top quartile).
  • Sharpe: 0.67 (lower mid).
  • Information ratio: -0.80 (bottom quartile).

SBI PSU Fund

  • Highest AUM (₹6,354 Cr).
  • Established history (16+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: High.
  • 5Y return: 20.42% (upper mid).
  • 3Y return: 19.38% (bottom quartile).
  • 1Y return: 0.74% (bottom quartile).
  • Alpha: -0.21 (bottom quartile).
  • Sharpe: -0.14 (bottom quartile).
  • Information ratio: -0.42 (bottom quartile).

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

  • Upper mid AUM (₹6,265 Cr).
  • Oldest track record among peers (22 yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 19.04% (lower mid).
  • 3Y return: 18.89% (bottom quartile).
  • 1Y return: 9.95% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.38 (bottom quartile).
  • Information ratio: 0.00 (upper mid).

SBI Healthcare Opportunities Fund

  • Lower mid AUM (₹5,870 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 18.56% (bottom quartile).
  • 3Y return: 24.02% (upper mid).
  • 1Y return: 21.11% (upper mid).
  • Alpha: 3.63 (upper mid).
  • Sharpe: 0.95 (top quartile).
  • Information ratio: 0.10 (top quartile).

BOI AXA Manufacturing and Infrastructure Fund

  • Bottom quartile AUM (₹984 Cr).
  • Established history (16+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 18.53% (bottom quartile).
  • 3Y return: 20.01% (lower mid).
  • 1Y return: 14.33% (lower mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.70 (upper mid).
  • Information ratio: 0.00 (lower mid).

About the Fincash Research Team

At Fincash, our mission is to help investors make informed, confident decisions. With over 10 years in Mutual Fund distribution, our team blends deep industry expertise with a commitment to transparency, accuracy, and investor education.

Who We Are

AMFI Registration No.
112358
MCA CIN
U74999MH2016PTC282153
Location
Thane, Maharashtra, India
Experience
10+ years in Mutual Fund distribution

Our Expertise

  • Certified Mutual Fund Distributors with hands-on advisory experience.
  • Market analysts tracking performance, macro trends, and sectors.
  • Data specialists processing NAVs, allocations, and risk metrics from Morning Star.

Our Research Process

  • Data sourcing: SEBI-registered fund houses & verified third-party provider Morning Star
  • Screening: Returns, manager track record, expenses, sector mix, risk-adjusted metrics.
  • Expert review: Senior team members review every article and list for accuracy.
  • Updates: Regular refreshes so performance data reflects current market conditions.

Why Trust Us

  • Regulated & compliant: AMFI-registered and MCA-incorporated.
  • Investor-first: No pay-to-promote lists; suitability and performance drive coverage.
  • Education-focused: We simplify complex concepts for everyday investors.

Disclaimer

Content is for educational and informational purposes only and is not investment advice. Please consider your risk profile and consult a financial advisor before investing.

*List of best mutual funds SIP's having Net Assets/ AUM more than 200 Crore in Equity Category of mutual funds ordered based on 5 year CAGR returns.

1. DSP World Gold 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."

Research Highlights for DSP World Gold Fund

  • Bottom quartile AUM (₹1,665 Cr).
  • Established history (19+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 26.49% (top quartile).
  • 3Y return: 50.55% (top quartile).
  • 1Y return: 35.45% (top quartile).
  • Alpha: 4.06 (top quartile).
  • Sharpe: 0.67 (lower mid).
  • Information ratio: -0.80 (bottom quartile).

Below is the key information for DSP World Gold Fund

DSP World Gold Fund
Growth
Launch Date 14 Sep 07
NAV (05 Nov 26) ₹55.8025 ↑ 1.32   (2.42 %)
Net Assets (Cr) ₹1,665 on 30 Sep 26
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating ☆☆☆
Risk High
Expense Ratio 1.41
Sharpe Ratio 0.67
Information Ratio -0.8
Alpha Ratio 4.06
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 21₹10,000
31 Oct 22₹7,688
31 Oct 23₹9,083
31 Oct 24₹12,987
31 Oct 25₹24,285
31 Oct 26₹29,194

DSP World Gold Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107
Invest Now

Returns for DSP World Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Nov 26

DurationReturns
1 Month -3.2%
3 Month 2.6%
6 Month -2%
1 Year 35.4%
3 Year 50.6%
5 Year 26.5%
10 Year
15 Year
Since launch 9.4%
Historical performance (Yearly) on absolute basis
YearReturns
2025 167.1%
2024 15.9%
2023 7%
2022 -7.7%
2021 -9%
2020 31.4%
2019 35.1%
2018 -10.7%
2017 -4%
2016 52.7%
Fund Manager information for DSP World Gold Fund
NameSinceTenure
Kaivalya Nadkarni1 May 251.42 Yr.

Data below for DSP World Gold Fund as on 30 Sep 26

Equity Sector Allocation
SectorValue
Basic Materials94.33%
Asset Allocation
Asset ClassValue
Cash3.43%
Equity94.62%
Debt0.01%
Other1.94%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF World Gold I2
Investment Fund | -
68%₹1,133 Cr958,135
VanEck Gold Miners ETF
- | GDX
29%₹483 Cr573,719
Treps / Reverse Repo Investments
CBLO/Reverse Repo | -
3%₹50 Cr
Net Receivables/Payables
Net Current Assets | -
0%-₹1 Cr

2. SBI PSU Fund

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

  • Highest AUM (₹6,354 Cr).
  • Established history (16+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: High.
  • 5Y return: 20.42% (upper mid).
  • 3Y return: 19.38% (bottom quartile).
  • 1Y return: 0.74% (bottom quartile).
  • Alpha: -0.21 (bottom quartile).
  • Sharpe: -0.14 (bottom quartile).
  • Information ratio: -0.42 (bottom quartile).

Below is the key information for SBI PSU Fund

SBI PSU Fund
Growth
Launch Date 7 Jul 10
NAV (06 Nov 26) ₹33.586 ↑ 0.13   (0.39 %)
Net Assets (Cr) ₹6,354 on 30 Sep 26
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating ☆☆
Risk High
Expense Ratio 1.86
Sharpe Ratio -0.14
Information Ratio -0.42
Alpha Ratio -0.21
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 21₹10,000
31 Oct 22₹11,705
31 Oct 23₹14,845
31 Oct 24₹24,447
31 Oct 25₹25,925
31 Oct 26₹24,415

SBI PSU Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for SBI PSU Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Nov 26

DurationReturns
1 Month 2.9%
3 Month -3.2%
6 Month -7.5%
1 Year 0.7%
3 Year 19.4%
5 Year 20.4%
10 Year
15 Year
Since launch 7.7%
Historical performance (Yearly) on absolute basis
YearReturns
2025 11.3%
2024 23.5%
2023 54%
2022 29%
2021 32.4%
2020 -10%
2019 6%
2018 -23.8%
2017 21.9%
2016 16.2%
Fund Manager information for SBI PSU Fund
NameSinceTenure
Rohit Shimpi1 Jun 242.33 Yr.

Data below for SBI PSU Fund as on 30 Sep 26

Equity Sector Allocation
SectorValue
Financial Services35.44%
Utility27.31%
Industrials20.68%
Energy10.39%
Basic Materials4.84%
Asset Allocation
Asset ClassValue
Cash1.34%
Equity98.66%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Jul 10 | SBIN
16%₹995 Cr10,367,500
NTPC Ltd (Utilities)
Equity, Since 31 Jul 10 | 532555
9%₹547 Cr16,943,244
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Jun 24 | BEL
8%₹500 Cr12,885,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jul 10 | 532898
7%₹471 Cr18,085,554
GAIL (India) Ltd (Utilities)
Equity, Since 31 May 24 | 532155
7%₹436 Cr25,590,000
Bank of Baroda (Financial Services)
Equity, Since 31 Aug 24 | 532134
5%₹331 Cr14,350,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 500547
5%₹294 Cr9,700,000
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Jun 25 | 500103
4%₹270 Cr6,500,000
Container Corporation of India Ltd (Industrials)
Equity, Since 31 Jul 26 | CONCOR
4%₹233 Cr5,200,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 500312
4%₹233 Cr10,299,690
↓ -4,355,310

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

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

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

  • Upper mid AUM (₹6,265 Cr).
  • Oldest track record among peers (22 yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 19.04% (lower mid).
  • 3Y return: 18.89% (bottom quartile).
  • 1Y return: 9.95% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.38 (bottom quartile).
  • Information ratio: 0.00 (upper mid).

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

DSP India T.I.G.E.R Fund
Growth
Launch Date 11 Jun 04
NAV (06 Nov 26) ₹347.372 ↑ 0.91   (0.26 %)
Net Assets (Cr) ₹6,265 on 30 Sep 26
Category Equity - Sectoral
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating ☆☆☆☆
Risk High
Expense Ratio 1.89
Sharpe Ratio 0.38
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 21₹10,000
31 Oct 22₹11,201
31 Oct 23₹14,250
31 Oct 24₹23,089
31 Oct 25₹22,409
31 Oct 26₹23,226

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

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

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

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Nov 26

DurationReturns
1 Month -0.6%
3 Month -4.5%
6 Month -0.5%
1 Year 10%
3 Year 18.9%
5 Year 19%
10 Year
15 Year
Since launch 17.2%
Historical performance (Yearly) on absolute basis
YearReturns
2025 -2.5%
2024 32.4%
2023 49%
2022 13.9%
2021 51.6%
2020 2.7%
2019 6.7%
2018 -17.2%
2017 47%
2016 4.1%
Fund Manager information for DSP India T.I.G.E.R Fund
NameSinceTenure
Rohit Singhania21 Jun 1016.29 Yr.

Data below for DSP India T.I.G.E.R Fund as on 30 Sep 26

Equity Sector Allocation
SectorValue
Industrials28.22%
Energy14.19%
Basic Materials11.57%
Financial Services10.44%
Utility9.35%
Consumer Cyclical4.77%
Health Care2.94%
Communication Services2.84%
Real Estate1.52%
Technology0.96%
Consumer Defensive0.15%
Asset Allocation
Asset ClassValue
Cash8%
Equity92%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
6%₹402 Cr3,388,108
Nifty Oct26
- | -
5%₹316 Cr139,165
↑ 139,165
NTPC Ltd (Utilities)
Equity, Since 30 Nov 17 | 532555
5%₹299 Cr9,249,176
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 04 | LT
4%₹267 Cr709,133
Coal India Ltd (Energy)
Equity, Since 31 Dec 23 | COALINDIA
3%₹191 Cr4,501,439
↑ 1,149,141
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Mar 24 | 500312
3%₹185 Cr8,196,206
↑ 2,307,764
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL
3%₹178 Cr1,011,761
Bharat Electronics Ltd (Industrials)
Equity, Since 31 May 26 | BEL
3%₹158 Cr4,081,390
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Oct 25 | HAL
2%₹152 Cr324,769
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG
2%₹141 Cr611,976

4. SBI Healthcare Opportunities Fund

(Erstwhile SBI Pharma Fund)

To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy.

Research Highlights for SBI Healthcare Opportunities Fund

  • Lower mid AUM (₹5,870 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 18.56% (bottom quartile).
  • 3Y return: 24.02% (upper mid).
  • 1Y return: 21.11% (upper mid).
  • Alpha: 3.63 (upper mid).
  • Sharpe: 0.95 (top quartile).
  • Information ratio: 0.10 (top quartile).

Below is the key information for SBI Healthcare Opportunities Fund

SBI Healthcare Opportunities Fund
Growth
Launch Date 31 Dec 04
NAV (06 Nov 26) ₹524.306 ↑ 1.74   (0.33 %)
Net Assets (Cr) ₹5,870 on 30 Sep 26
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating ☆☆
Risk High
Expense Ratio 1.93
Sharpe Ratio 0.95
Information Ratio 0.1
Alpha Ratio 3.63
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-15 Days (0.5%),15 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 21₹10,000
31 Oct 22₹10,166
31 Oct 23₹12,129
31 Oct 24₹19,105
31 Oct 25₹19,589
31 Oct 26₹22,856

SBI Healthcare Opportunities Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for SBI Healthcare Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Nov 26

DurationReturns
1 Month 4%
3 Month 1.3%
6 Month 15.4%
1 Year 21.1%
3 Year 24%
5 Year 18.6%
10 Year
15 Year
Since launch 15.6%
Historical performance (Yearly) on absolute basis
YearReturns
2025 -3.5%
2024 42.2%
2023 38.2%
2022 -6%
2021 20.1%
2020 65.8%
2019 -0.5%
2018 -9.9%
2017 2.1%
2016 -14%
Fund Manager information for SBI Healthcare Opportunities Fund
NameSinceTenure
Tanmaya Desai1 Jun 1115.35 Yr.

Data below for SBI Healthcare Opportunities Fund as on 30 Sep 26

Equity Sector Allocation
SectorValue
Health Care88.34%
Basic Materials7.2%
Asset Allocation
Asset ClassValue
Cash4.47%
Equity95.53%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Dec 17 | SUNPHARMA
11%₹654 Cr3,600,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
8%₹465 Cr500,000
Acutaas Chemicals Ltd (Basic Materials)
Equity, Since 30 Jun 24 | 543349
5%₹295 Cr900,000
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jan 26 | APOLLOHOSP
4%₹261 Cr320,000
Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 21 | TORNTPHARM
4%₹259 Cr540,000
Cipla Ltd (Healthcare)
Equity, Since 31 May 26 | 500087
4%₹258 Cr1,920,000
Laurus Labs Ltd (Healthcare)
Equity, Since 31 Aug 23 | 540222
4%₹238 Cr1,200,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 21 | MAXHEALTH
4%₹223 Cr2,400,000
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Mar 26 | AUROPHARMA
3%₹201 Cr1,200,000
↓ -118,192
Aster DM Quality Care Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | ASTERDM
3%₹188 Cr2,700,000

5. BOI AXA Manufacturing and Infrastructure Fund

The Scheme seeks to generate long term capital appreciation through a portfolio of predominantly equity and equity related securities of companies engaged in manufacturing and infrastructure and related sectors. Further, there can be no assurance that the investment objectives of the scheme will be realized. The Scheme is not providing any assured or guaranteed returns

Research Highlights for BOI AXA Manufacturing and Infrastructure Fund

  • Bottom quartile AUM (₹984 Cr).
  • Established history (16+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 18.53% (bottom quartile).
  • 3Y return: 20.01% (lower mid).
  • 1Y return: 14.33% (lower mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.70 (upper mid).
  • Information ratio: 0.00 (lower mid).

Below is the key information for BOI AXA Manufacturing and Infrastructure Fund

BOI AXA Manufacturing and Infrastructure Fund
Growth
Launch Date 5 Mar 10
NAV (06 Nov 26) ₹66.77 ↓ -0.13   (-0.19 %)
Net Assets (Cr) ₹984 on 30 Sep 26
Category Equity - Sectoral
AMC BOI AXA Investment Mngrs Private Ltd
Rating Not Rated
Risk High
Expense Ratio 2.25
Sharpe Ratio 0.7
Information Ratio 0
Alpha Ratio 0
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.

DateValue
31 Oct 21₹10,000
31 Oct 22₹10,786
31 Oct 23₹13,479
31 Oct 24₹20,233
31 Oct 25₹21,257
31 Oct 26₹22,815

BOI AXA Manufacturing and Infrastructure Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for BOI AXA Manufacturing and Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Nov 26

DurationReturns
1 Month 0.3%
3 Month -1%
6 Month 4.9%
1 Year 14.3%
3 Year 20%
5 Year 18.5%
10 Year
15 Year
Since launch 12.1%
Historical performance (Yearly) on absolute basis
YearReturns
2025 7.8%
2024 25.7%
2023 44.7%
2022 3.3%
2021 52.5%
2020 28.1%
2019 2.5%
2018 -22.8%
2017 56%
2016 1%
Fund Manager information for BOI AXA Manufacturing and Infrastructure Fund
NameSinceTenure
Nitin Gosar27 Sep 224.01 Yr.

Data below for BOI AXA Manufacturing and Infrastructure Fund as on 30 Sep 26

Equity Sector Allocation
SectorValue
Industrials21.16%
Consumer Cyclical13.83%
Health Care12.92%
Energy11.01%
Basic Materials10.46%
Consumer Defensive6.43%
Utility4.95%
Technology3.99%
Communication Services3.1%
Real Estate1.08%
Asset Allocation
Asset ClassValue
Cash10.28%
Equity89.64%
Debt0.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE
7%₹70 Cr589,447
NTPC Ltd (Utilities)
Equity, Since 31 May 21 | 532555
5%₹49 Cr1,507,302
↑ 143,648
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 10 | LT
5%₹48 Cr127,443
ITC Ltd (Consumer Defensive)
Equity, Since 30 Apr 26 | ITC
4%₹35 Cr1,318,102
Quality Power Electrical Equipments Ltd (Industrials)
Equity, Since 28 Feb 25 | QPOWER
3%₹32 Cr204,943
Petronet LNG Ltd (Energy)
Equity, Since 31 Jan 26 | 532522
3%₹31 Cr1,103,649
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 22 | BHARTIARTL
3%₹30 Cr173,416
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 May 25 | AUROPHARMA
3%₹28 Cr169,266
↓ -22,902
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 26 | DIXON
3%₹28 Cr21,061
↓ -3,639
Vedanta Aluminium Metal Ltd (Basic Materials)
Equity, Since 30 Jun 26 | VAML
2%₹20 Cr491,712

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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