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ਫਿਨਕੈਸ਼ »ਮਿਉਚੁਅਲ ਫੰਡ »ਵਧੀਆ ਉੱਚ ਜੋਖਮ ਮਿਉਚੁਅਲ ਫੰਡ

ਭਾਰਤ ਵਿੱਚ ਚੋਟੀ ਦੇ 5 ਸਰਵੋਤਮ ਉੱਚ ਜੋਖਮ ਮਿਉਚੁਅਲ ਫੰਡ

Updated on January 26, 2026 , 21539 views

ਉੱਚ ਜੋਖਮਮਿਉਚੁਅਲ ਫੰਡ ਉਹਨਾਂ ਫੰਡਾਂ ਦਾ ਹਵਾਲਾ ਦਿਓ ਜੋ ਭਵਿੱਖ ਵਿੱਚ ਉੱਚ ਰਿਟਰਨ ਪ੍ਰਦਾਨ ਕਰਨ ਦੀ ਸਮਰੱਥਾ ਰੱਖਦੇ ਹਨ।

High-Risk

ਇਹ ਉਹ ਫੰਡ ਹਨ ਜੋ ਆਦਰਸ਼ਕ ਤੌਰ 'ਤੇ ਨਿਵੇਸ਼ਕਾਂ ਲਈ ਹਨ ਜੋ ਨਿਵੇਸ਼ ਵਿੱਚ ਉੱਚ ਪੱਧਰੀ ਜੋਖਮ ਲੈਣ ਲਈ ਤਿਆਰ ਹਨ। ਪਰ, ਇਹ ਫੰਡ ਕੁਦਰਤ ਵਿੱਚ ਬਹੁਤ ਅਸਥਿਰ ਹਨ। ਇਸ ਲਈ ਪੋਰਟਫੋਲੀਓ ਵਿੱਚ ਅਜਿਹੇ ਉੱਚ-ਜੋਖਮ ਵਾਲੇ ਫੰਡ ਨੂੰ ਸਮੇਂ-ਸਮੇਂ 'ਤੇ ਸਰਗਰਮੀ ਨਾਲ ਪ੍ਰਬੰਧਿਤ ਕਰਨ ਦੀ ਲੋੜ ਹੁੰਦੀ ਹੈ। ਉੱਚ ਜੋਖਮ ਵਾਲੇ ਮਿਉਚੁਅਲ ਫੰਡ ਆਮ ਤੌਰ 'ਤੇ ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਵਧੀਆ ਲਾਭਅੰਸ਼ ਪ੍ਰਦਾਨ ਕਰਦੇ ਹਨ। ਇਸ ਲਈ, ਜੇਕਰ ਤੁਸੀਂ ਵਧੀਆ ਰਿਟਰਨ ਕਮਾਉਣ ਲਈ ਉੱਚ-ਜੋਖਮ ਲੈਣ ਲਈ ਤਿਆਰ ਹੋ, ਤਾਂ ਤੁਸੀਂ ਤਰਜੀਹ ਦੇ ਸਕਦੇ ਹੋਨਿਵੇਸ਼ ਇਹਨਾਂ ਸੂਚੀਬੱਧ ਫੰਡਾਂ ਵਿੱਚ.

ਉੱਚ ਜੋਖਮ ਵਾਲੇ ਨਿਵੇਸ਼ ਕੀ ਹਨ?

ਉੱਚ ਜੋਖਮ ਫੰਡ ਲੰਬੇ ਸਮੇਂ ਦੀ ਦੌਲਤ ਸਿਰਜਣ ਵਿੱਚ ਮਦਦ ਕਰਦੇ ਹਨ। ਕੋਈ ਵੀ ਆਪਣੀ ਲੰਬੀ ਮਿਆਦ ਦੀ ਯੋਜਨਾ ਬਣਾ ਸਕਦਾ ਹੈਵਿੱਤੀ ਟੀਚੇ ਜਿਵੇ ਕੀਸੇਵਾਮੁਕਤੀ, ਵਿਸ਼ਵ ਟੂਰ, ਸੁਪਨਿਆਂ ਦੇ ਘਰ ਦੀ ਖਰੀਦਦਾਰੀ, ਵਿਆਹ ਆਦਿ, ਇਹਨਾਂ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਕੇ। ਉੱਚ ਜੋਖਮ ਫੰਡ ਲੰਬੇ ਸਮੇਂ ਦੇ ਨਿਵੇਸ਼ ਹੁੰਦੇ ਹਨ ਜੋ 5 ਸਾਲਾਂ ਤੋਂ ਵੱਧ ਲੰਬੇ ਕਾਰਜਕਾਲ ਲਈ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਹੁੰਦੇ ਹਨ।

ਮਿਉਚੁਅਲ ਫੰਡ ਜਿਨ੍ਹਾਂ ਨੂੰ ਅਜਿਹੇ ਨਿਵੇਸ਼ਾਂ ਲਈ ਸਲਾਹ ਦਿੱਤੀ ਜਾਂਦੀ ਹੈਇਕੁਇਟੀ ਫੰਡ. ਇਕੁਇਟੀ ਫੰਡ ਨੂੰ ਉੱਚ-ਜੋਖਮ ਵਾਲਾ, ਉੱਚ ਰਿਟਰਨ ਫੰਡ ਮੰਨਿਆ ਜਾਂਦਾ ਹੈ। ਇਕੁਇਟੀ ਫੰਡ ਕੰਪਨੀਆਂ ਦੇ ਸਟਾਕਾਂ/ਸ਼ੇਅਰਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੇ ਹਨ। ਇਹ ਸਿੱਧੇ ਤੌਰ 'ਤੇ ਕਿਸੇ ਫਰਮ ਵਿੱਚ ਸ਼ੁਰੂ ਕੀਤੇ ਜਾਂ ਨਿਵੇਸ਼ ਕੀਤੇ ਬਿਨਾਂ ਇੱਕ ਕਾਰੋਬਾਰ (ਛੋਟੇ ਹਿੱਸੇ ਵਿੱਚ) ਦਾ ਮਾਲਕ ਬਣਨ ਦਾ ਸਭ ਤੋਂ ਵਧੀਆ ਤਰੀਕਾ ਹੈ। ਵੱਖ-ਵੱਖ ਕਿਸਮਾਂ ਦੇ ਇਕੁਇਟੀ ਫੰਡ ਹਨਵੱਡੇ ਕੈਪ ਫੰਡ, ਮੱਧ &ਸਮਾਲ ਕੈਪ ਫੰਡ,ਵਿਵਿਧ ਫੰਡ,ਸੈਕਟਰ ਫੰਡ ਅਤੇELSS (ਇਕਵਿਟੀ ਲਿੰਕਡ ਸੇਵਿੰਗ ਸਕੀਮਾਂ)।

ਵਧੀਆ ਉੱਚ ਜੋਖਮ ਮਿਉਚੁਅਲ ਫੰਡ

ਮਿਡ ਅਤੇ ਸਮਾਲ ਕੈਪ ਫੰਡ

ਮਿਡ ਅਤੇ ਸਮਾਲ ਕੈਪ ਫੰਡ ਕ੍ਰਮਵਾਰ ਮੱਧ ਅਤੇ ਛੋਟੀਆਂ (ਜਾਂ ਸਟਾਰਟਅੱਪ) ਕੰਪਨੀਆਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੇ ਹਨ। ਕਿਉਂਕਿ ਇਹਨਾਂ ਫੰਡਾਂ ਵਿੱਚ ਉੱਭਰ ਰਹੀਆਂ ਕੰਪਨੀਆਂ ਦਾ ਸਟਾਕ ਹੁੰਦਾ ਹੈ, ਇਹ ਕੁਦਰਤ ਵਿੱਚ ਬਹੁਤ ਜੋਖਮ ਭਰੇ ਹੁੰਦੇ ਹਨ। ਇਸ ਲਈ, ਨਿਵੇਸ਼ਕ ਜੋ ਲਗਭਗ 7-10 ਸਾਲ ਅਤੇ ਇਸ ਤੋਂ ਵੱਧ ਸਮੇਂ ਲਈ ਨਿਵੇਸ਼ ਕਰ ਸਕਦੇ ਹਨ, ਨੂੰ ਸਿਰਫ ਇਹਨਾਂ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਨੂੰ ਤਰਜੀਹ ਦੇਣੀ ਚਾਹੀਦੀ ਹੈ। ਜੇਕਰ ਕੰਪਨੀਆਂ ਲੰਬੇ ਸਮੇਂ ਵਿੱਚ ਚੰਗਾ ਪ੍ਰਦਰਸ਼ਨ ਕਰਦੀਆਂ ਹਨ, ਤਾਂ ਨਿਵੇਸ਼ਕ ਚੰਗੀ ਰਿਟਰਨ ਕਮਾ ਸਕਦੇ ਹਨ।

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Edelweiss Mid Cap Fund Growth ₹101.654
↑ 1.54 		₹13,650-1.72.51426.4243.8
Invesco India Mid Cap Fund Growth ₹172.33
↑ 1.84 		₹10,296-7.6-3.815.225.922.16.3
HDFC Mid-Cap Opportunities Fund Growth ₹198.979
↑ 1.83 		₹92,642-12.815.425.824.96.8
Sundaram Mid Cap Fund Growth ₹1,381.72
↑ 20.69 		₹13,293-3.91.413.524.621.54.1
ICICI Prudential MidCap Fund Growth ₹307.7
↑ 6.78 		₹7,132-0.54.120.523.422.111.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jan 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryEdelweiss Mid Cap FundInvesco India Mid Cap FundHDFC Mid-Cap Opportunities FundSundaram Mid Cap FundICICI Prudential MidCap Fund
Point 1Upper mid AUM (₹13,650 Cr).Bottom quartile AUM (₹10,296 Cr).Highest AUM (₹92,642 Cr).Lower mid AUM (₹13,293 Cr).Bottom quartile AUM (₹7,132 Cr).
Point 2Established history (18+ yrs).Established history (18+ yrs).Established history (18+ yrs).Oldest track record among peers (23 yrs).Established history (21+ yrs).
Point 3Rating: 3★ (upper mid).Rating: 2★ (bottom quartile).Rating: 3★ (lower mid).Top rated.Rating: 2★ (bottom quartile).
Point 4Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 23.99% (upper mid).5Y return: 22.09% (bottom quartile).5Y return: 24.91% (top quartile).5Y return: 21.52% (bottom quartile).5Y return: 22.14% (lower mid).
Point 63Y return: 26.35% (top quartile).3Y return: 25.95% (upper mid).3Y return: 25.80% (lower mid).3Y return: 24.63% (bottom quartile).3Y return: 23.37% (bottom quartile).
Point 71Y return: 13.97% (bottom quartile).1Y return: 15.16% (lower mid).1Y return: 15.40% (upper mid).1Y return: 13.48% (bottom quartile).1Y return: 20.46% (top quartile).
Point 8Alpha: -1.98 (bottom quartile).Alpha: 0.00 (lower mid).Alpha: 0.63 (upper mid).Alpha: -1.77 (bottom quartile).Alpha: 4.76 (top quartile).
Point 9Sharpe: -0.02 (bottom quartile).Sharpe: 0.11 (lower mid).Sharpe: 0.12 (upper mid).Sharpe: -0.01 (bottom quartile).Sharpe: 0.33 (top quartile).
Point 10Information ratio: 0.40 (upper mid).Information ratio: 0.00 (bottom quartile).Information ratio: 0.44 (top quartile).Information ratio: 0.13 (lower mid).Information ratio: -0.16 (bottom quartile).

Edelweiss Mid Cap Fund

  • Upper mid AUM (₹13,650 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 23.99% (upper mid).
  • 3Y return: 26.35% (top quartile).
  • 1Y return: 13.97% (bottom quartile).
  • Alpha: -1.98 (bottom quartile).
  • Sharpe: -0.02 (bottom quartile).
  • Information ratio: 0.40 (upper mid).

Invesco India Mid Cap Fund

  • Bottom quartile AUM (₹10,296 Cr).
  • Established history (18+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 22.09% (bottom quartile).
  • 3Y return: 25.95% (upper mid).
  • 1Y return: 15.16% (lower mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.11 (lower mid).
  • Information ratio: 0.00 (bottom quartile).

HDFC Mid-Cap Opportunities Fund

  • Highest AUM (₹92,642 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 24.91% (top quartile).
  • 3Y return: 25.80% (lower mid).
  • 1Y return: 15.40% (upper mid).
  • Alpha: 0.63 (upper mid).
  • Sharpe: 0.12 (upper mid).
  • Information ratio: 0.44 (top quartile).

Sundaram Mid Cap Fund

  • Lower mid AUM (₹13,293 Cr).
  • Oldest track record among peers (23 yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 21.52% (bottom quartile).
  • 3Y return: 24.63% (bottom quartile).
  • 1Y return: 13.48% (bottom quartile).
  • Alpha: -1.77 (bottom quartile).
  • Sharpe: -0.01 (bottom quartile).
  • Information ratio: 0.13 (lower mid).

ICICI Prudential MidCap Fund

  • Bottom quartile AUM (₹7,132 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 22.14% (lower mid).
  • 3Y return: 23.37% (bottom quartile).
  • 1Y return: 20.46% (top quartile).
  • Alpha: 4.76 (top quartile).
  • Sharpe: 0.33 (top quartile).
  • Information ratio: -0.16 (bottom quartile).

ਸੈਕਟਰ ਫੰਡ

ਇਹ ਉਹ ਫੰਡ ਹਨ ਜੋ ਸੈਕਟਰ ਵਿਸ਼ੇਸ਼ ਹਨ, ਮਤਲਬ ਕਿ ਉਹ ਕਿਸੇ ਖਾਸ ਸੈਕਟਰ ਜਿਵੇਂ ਕਿ ਇਨਫਰਾ, ਫਾਰਮਾ, ਬੈਂਕਿੰਗ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੇ ਹਨ। ਇਹ ਉੱਚ-ਜੋਖਮ ਵਾਲੇ ਫੰਡ ਹਨ, ਇਹ ਤੁਹਾਡੇ ਪੈਸੇ ਨੂੰ ਦੁੱਗਣਾ ਜਾਂ ਪਰੇਸ਼ਾਨ ਕਰ ਸਕਦੇ ਹਨ। ਇਸ ਲਈ, ਨਿਵੇਸ਼ਕ ਜਿਨ੍ਹਾਂ ਨੂੰ ਸੈਕਟਰ ਦੇ ਭਵਿੱਖ ਦੇ ਵਿਕਾਸ ਬਾਰੇ ਜਾਣਕਾਰੀ ਹੈ ਜਿਸ ਵਿੱਚ ਉਹ ਨਿਵੇਸ਼ ਕਰਨਾ ਚਾਹੁੰਦਾ ਹੈ, ਨੂੰ ਸਿਰਫ ਇਹਨਾਂ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਨੂੰ ਤਰਜੀਹ ਦੇਣੀ ਚਾਹੀਦੀ ਹੈ।

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
DSP Natural Resources and New Energy Fund Growth ₹103.16
↑ 1.49 		₹1,5737.814.926.92123.317.5
SBI Banking & Financial Services Fund Growth ₹45.799
↑ 0.62 		₹10,1062.68.726.322.117.520.4
Invesco India PSU Equity Fund Growth ₹68.56
↑ 2.71 		₹1,4494.79.725.532.328.510.3
Invesco India Financial Services Fund Growth ₹146.36
↑ 2.19 		₹1,5992.6624.523.118.315.1
SBI PSU Fund Growth ₹34.8666
↑ 1.01 		₹5,8174.810.923.531.730.411.3
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

CommentaryDSP Natural Resources and New Energy FundSBI Banking & Financial Services FundInvesco India PSU Equity FundInvesco India Financial Services FundSBI PSU Fund
Point 1Bottom quartile AUM (₹1,573 Cr).Highest AUM (₹10,106 Cr).Bottom quartile AUM (₹1,449 Cr).Lower mid AUM (₹1,599 Cr).Upper mid AUM (₹5,817 Cr).
Point 2Oldest track record among peers (17 yrs).Established history (10+ yrs).Established history (16+ yrs).Established history (17+ yrs).Established history (15+ yrs).
Point 3Top rated.Not Rated.Rating: 3★ (lower mid).Rating: 4★ (upper mid).Rating: 2★ (bottom quartile).
Point 4Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.
Point 55Y return: 23.33% (lower mid).5Y return: 17.49% (bottom quartile).5Y return: 28.54% (upper mid).5Y return: 18.30% (bottom quartile).5Y return: 30.38% (top quartile).
Point 63Y return: 21.02% (bottom quartile).3Y return: 22.14% (bottom quartile).3Y return: 32.30% (top quartile).3Y return: 23.15% (lower mid).3Y return: 31.73% (upper mid).
Point 71Y return: 26.86% (top quartile).1Y return: 26.29% (upper mid).1Y return: 25.50% (lower mid).1Y return: 24.49% (bottom quartile).1Y return: 23.52% (bottom quartile).
Point 8Alpha: 0.00 (upper mid).Alpha: 1.96 (top quartile).Alpha: -1.90 (bottom quartile).Alpha: -4.92 (bottom quartile).Alpha: -0.22 (lower mid).
Point 9Sharpe: 0.74 (upper mid).Sharpe: 1.08 (top quartile).Sharpe: 0.27 (bottom quartile).Sharpe: 0.59 (lower mid).Sharpe: 0.33 (bottom quartile).
Point 10Information ratio: 0.00 (lower mid).Information ratio: 0.89 (top quartile).Information ratio: -0.37 (bottom quartile).Information ratio: 0.79 (upper mid).Information ratio: -0.47 (bottom quartile).

DSP Natural Resources and New Energy Fund

  • Bottom quartile AUM (₹1,573 Cr).
  • Oldest track record among peers (17 yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 23.33% (lower mid).
  • 3Y return: 21.02% (bottom quartile).
  • 1Y return: 26.86% (top quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.74 (upper mid).
  • Information ratio: 0.00 (lower mid).

SBI Banking & Financial Services Fund

  • Highest AUM (₹10,106 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 17.49% (bottom quartile).
  • 3Y return: 22.14% (bottom quartile).
  • 1Y return: 26.29% (upper mid).
  • Alpha: 1.96 (top quartile).
  • Sharpe: 1.08 (top quartile).
  • Information ratio: 0.89 (top quartile).

Invesco India PSU Equity Fund

  • Bottom quartile AUM (₹1,449 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 28.54% (upper mid).
  • 3Y return: 32.30% (top quartile).
  • 1Y return: 25.50% (lower mid).
  • Alpha: -1.90 (bottom quartile).
  • Sharpe: 0.27 (bottom quartile).
  • Information ratio: -0.37 (bottom quartile).

Invesco India Financial Services Fund

  • Lower mid AUM (₹1,599 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 18.30% (bottom quartile).
  • 3Y return: 23.15% (lower mid).
  • 1Y return: 24.49% (bottom quartile).
  • Alpha: -4.92 (bottom quartile).
  • Sharpe: 0.59 (lower mid).
  • Information ratio: 0.79 (upper mid).

SBI PSU Fund

  • Upper mid AUM (₹5,817 Cr).
  • Established history (15+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 30.38% (top quartile).
  • 3Y return: 31.73% (upper mid).
  • 1Y return: 23.52% (bottom quartile).
  • Alpha: -0.22 (lower mid).
  • Sharpe: 0.33 (bottom quartile).
  • Information ratio: -0.47 (bottom quartile).

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ਵਿਵਿਧ ਫੰਡ ਜਾਂ ਮਲਟੀ ਕੈਪ ਫੰਡ

ਇਹ ਫੰਡ ਸਾਰੇ ਖੇਤਰਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੇ ਹਨਬਜ਼ਾਰ ਕੈਪ- ਲਾਰਜ ਕੈਪ, ਮਿਡ ਅਤੇ ਸਮਾਲ ਕੈਪ ਫੰਡ। ਇਸਦੀ ਨਿਵੇਸ਼ ਤਕਨੀਕ ਦੇ ਕਾਰਨ, ਉਹ ਪੋਰਟਫੋਲੀਓ ਨੂੰ ਸੰਤੁਲਿਤ ਕਰਨ ਵਿੱਚ ਮਾਹਰ ਹਨ. ਜਿਸ ਕਾਰਨ ਖਤਰਾ ਮੱਧਮ ਹੁੰਦਾ ਹੈ। ਜੇਕਰ ਇੱਕ ਫੰਡ ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਿੱਚ ਅਸਫਲ ਰਹਿੰਦਾ ਹੈ, ਤਾਂ ਦੂਸਰੇ ਪੋਰਟਫੋਲੀਓ ਨੂੰ ਸੰਤੁਲਿਤ ਕਰਨ ਲਈ ਮੌਜੂਦ ਹਨ। ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਆਦਰਸ਼ਕ ਤੌਰ 'ਤੇ ਘੱਟੋ-ਘੱਟ 5 ਸਾਲ ਅਤੇ ਇਸ ਤੋਂ ਵੱਧ ਲਈ ਨਿਵੇਸ਼ ਕਰਨਾ ਚਾਹੀਦਾ ਹੈ।

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Motilal Oswal Multicap 35 Fund Growth ₹57.6781
↑ 0.70 		₹13,862-8-5.75.922.314.2-5.6
HDFC Equity Fund Growth ₹2,044.47
↑ 9.01 		₹96,295-1.84.114.9222311.4
Mahindra Badhat Yojana Growth ₹35.1735
↑ 0.46 		₹6,133-3-0.51321.120.93.4
Nippon India Multi Cap Fund Growth ₹285.364
↑ 3.71 		₹50,352-6.5-49.42123.94.1
JM Multicap Fund Growth ₹93.1444
↑ 1.04 		₹5,463-7.1-2.5-0.220.219.1-6.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jan 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryMotilal Oswal Multicap 35 FundHDFC Equity FundMahindra Badhat YojanaNippon India Multi Cap FundJM Multicap Fund
Point 1Lower mid AUM (₹13,862 Cr).Highest AUM (₹96,295 Cr).Bottom quartile AUM (₹6,133 Cr).Upper mid AUM (₹50,352 Cr).Bottom quartile AUM (₹5,463 Cr).
Point 2Established history (11+ yrs).Oldest track record among peers (31 yrs).Established history (8+ yrs).Established history (20+ yrs).Established history (17+ yrs).
Point 3Top rated.Rating: 3★ (lower mid).Not Rated.Rating: 2★ (bottom quartile).Rating: 4★ (upper mid).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 14.19% (bottom quartile).5Y return: 22.97% (upper mid).5Y return: 20.92% (lower mid).5Y return: 23.91% (top quartile).5Y return: 19.14% (bottom quartile).
Point 63Y return: 22.28% (top quartile).3Y return: 21.99% (upper mid).3Y return: 21.08% (lower mid).3Y return: 21.00% (bottom quartile).3Y return: 20.23% (bottom quartile).
Point 71Y return: 5.93% (bottom quartile).1Y return: 14.86% (top quartile).1Y return: 12.97% (upper mid).1Y return: 9.40% (lower mid).1Y return: -0.17% (bottom quartile).
Point 8Alpha: -12.91 (bottom quartile).Alpha: 3.70 (top quartile).Alpha: -1.73 (lower mid).Alpha: -1.30 (upper mid).Alpha: -14.34 (bottom quartile).
Point 9Sharpe: -0.51 (bottom quartile).Sharpe: 0.53 (top quartile).Sharpe: -0.07 (lower mid).Sharpe: -0.05 (upper mid).Sharpe: -0.73 (bottom quartile).
Point 10Information ratio: 0.54 (bottom quartile).Information ratio: 1.24 (top quartile).Information ratio: 0.17 (bottom quartile).Information ratio: 0.64 (upper mid).Information ratio: 0.59 (lower mid).

Motilal Oswal Multicap 35 Fund

  • Lower mid AUM (₹13,862 Cr).
  • Established history (11+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 14.19% (bottom quartile).
  • 3Y return: 22.28% (top quartile).
  • 1Y return: 5.93% (bottom quartile).
  • Alpha: -12.91 (bottom quartile).
  • Sharpe: -0.51 (bottom quartile).
  • Information ratio: 0.54 (bottom quartile).

HDFC Equity Fund

  • Highest AUM (₹96,295 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 22.97% (upper mid).
  • 3Y return: 21.99% (upper mid).
  • 1Y return: 14.86% (top quartile).
  • Alpha: 3.70 (top quartile).
  • Sharpe: 0.53 (top quartile).
  • Information ratio: 1.24 (top quartile).

Mahindra Badhat Yojana

  • Bottom quartile AUM (₹6,133 Cr).
  • Established history (8+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 20.92% (lower mid).
  • 3Y return: 21.08% (lower mid).
  • 1Y return: 12.97% (upper mid).
  • Alpha: -1.73 (lower mid).
  • Sharpe: -0.07 (lower mid).
  • Information ratio: 0.17 (bottom quartile).

Nippon India Multi Cap Fund

  • Upper mid AUM (₹50,352 Cr).
  • Established history (20+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 23.91% (top quartile).
  • 3Y return: 21.00% (bottom quartile).
  • 1Y return: 9.40% (lower mid).
  • Alpha: -1.30 (upper mid).
  • Sharpe: -0.05 (upper mid).
  • Information ratio: 0.64 (upper mid).

JM Multicap Fund

  • Bottom quartile AUM (₹5,463 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 19.14% (bottom quartile).
  • 3Y return: 20.23% (bottom quartile).
  • 1Y return: -0.17% (bottom quartile).
  • Alpha: -14.34 (bottom quartile).
  • Sharpe: -0.73 (bottom quartile).
  • Information ratio: 0.59 (lower mid).

ਵੱਡੇ ਕੈਪ ਫੰਡ

ਇਹ ਉਹ ਫੰਡ ਹਨ ਜੋ ਭਾਰਤ ਵਿੱਚ ਵੱਡੀਆਂ-ਵੱਡੀਆਂ ਕੰਪਨੀਆਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੇ ਹਨ। ਇਹ ਉਹ ਫਰਮਾਂ ਹਨ ਜੋ ਉਦਯੋਗ ਵਿੱਚ ਲੀਡਰ ਹਨ ਅਤੇ ਇਸਦੇ ਸਥਿਰ ਰਿਟਰਨ ਲਈ ਜਾਣੀਆਂ ਜਾਂਦੀਆਂ ਹਨ। ਜਿਵੇਂ ਕਿ, ਵੱਡੇ-ਕੈਪ ਫੰਡ ਵੱਡੀਆਂ ਕੰਪਨੀਆਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੇ ਹਨ ਉਹ ਮੱਧ ਅਤੇ ਛੋਟੇ ਕੈਪਸ ਨਾਲੋਂ ਘੱਟ ਜੋਖਮ ਵਾਲੇ ਹੁੰਦੇ ਹਨ। ਪਰ, ਇੱਕ ਇਕੁਇਟੀ ਫੰਡ ਹੋਣ ਦੇ ਨਾਤੇ, ਇਸਦਾ ਜੋਖਮ ਹਮੇਸ਼ਾ ਹੁੰਦਾ ਹੈ। ਨਿਵੇਸ਼ਕ ਜੋ ਦਰਮਿਆਨੇ ਤੋਂ ਉੱਚ ਪੱਧਰ ਦੇ ਜੋਖਮ ਨੂੰ ਝੱਲ ਸਕਦੇ ਹਨ ਅਤੇ 5 ਸਾਲ ਅਤੇ ਇਸ ਤੋਂ ਵੱਧ ਲਈ ਨਿਵੇਸ਼ ਕਰ ਸਕਦੇ ਹਨ, ਉਹ ਇਹਨਾਂ ਸਕੀਮਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰ ਸਕਦੇ ਹਨ।

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Nippon India Large Cap Fund Growth ₹90.8924
↑ 0.84 		₹50,876-3.31.711.91919.49.2
ICICI Prudential Bluechip Fund Growth ₹111.73
↑ 0.69 		₹78,502-2.22.411.717.917.211.3
HDFC Top 100 Fund Growth ₹1,145.42
↑ 4.21 		₹40,604-1.91.58.815.716.47.9
Invesco India Largecap Fund Growth ₹68.94
↑ 0.77 		₹1,718-4.2110.918.115.45.5
TATA Large Cap Fund Growth ₹509.349
↑ 3.33 		₹2,840-2.23.610.515.315.29.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jan 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryNippon India Large Cap FundICICI Prudential Bluechip FundHDFC Top 100 FundInvesco India Largecap FundTATA Large Cap Fund
Point 1Upper mid AUM (₹50,876 Cr).Highest AUM (₹78,502 Cr).Lower mid AUM (₹40,604 Cr).Bottom quartile AUM (₹1,718 Cr).Bottom quartile AUM (₹2,840 Cr).
Point 2Established history (18+ yrs).Established history (17+ yrs).Oldest track record among peers (29 yrs).Established history (16+ yrs).Established history (27+ yrs).
Point 3Top rated.Rating: 4★ (upper mid).Rating: 3★ (lower mid).Rating: 3★ (bottom quartile).Rating: 3★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 19.35% (top quartile).5Y return: 17.20% (upper mid).5Y return: 16.42% (lower mid).5Y return: 15.44% (bottom quartile).5Y return: 15.20% (bottom quartile).
Point 63Y return: 19.03% (top quartile).3Y return: 17.87% (lower mid).3Y return: 15.71% (bottom quartile).3Y return: 18.06% (upper mid).3Y return: 15.35% (bottom quartile).
Point 71Y return: 11.93% (top quartile).1Y return: 11.65% (upper mid).1Y return: 8.78% (bottom quartile).1Y return: 10.91% (lower mid).1Y return: 10.53% (bottom quartile).
Point 8Alpha: -0.94 (lower mid).Alpha: 1.30 (top quartile).Alpha: -1.63 (bottom quartile).Alpha: -5.05 (bottom quartile).Alpha: -0.83 (upper mid).
Point 9Sharpe: 0.29 (lower mid).Sharpe: 0.48 (top quartile).Sharpe: 0.21 (bottom quartile).Sharpe: 0.04 (bottom quartile).Sharpe: 0.30 (upper mid).
Point 10Information ratio: 1.37 (top quartile).Information ratio: 1.26 (upper mid).Information ratio: 0.54 (bottom quartile).Information ratio: 0.67 (lower mid).Information ratio: 0.30 (bottom quartile).

Nippon India Large Cap Fund

  • Upper mid AUM (₹50,876 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 19.35% (top quartile).
  • 3Y return: 19.03% (top quartile).
  • 1Y return: 11.93% (top quartile).
  • Alpha: -0.94 (lower mid).
  • Sharpe: 0.29 (lower mid).
  • Information ratio: 1.37 (top quartile).

ICICI Prudential Bluechip Fund

  • Highest AUM (₹78,502 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.20% (upper mid).
  • 3Y return: 17.87% (lower mid).
  • 1Y return: 11.65% (upper mid).
  • Alpha: 1.30 (top quartile).
  • Sharpe: 0.48 (top quartile).
  • Information ratio: 1.26 (upper mid).

HDFC Top 100 Fund

  • Lower mid AUM (₹40,604 Cr).
  • Oldest track record among peers (29 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 16.42% (lower mid).
  • 3Y return: 15.71% (bottom quartile).
  • 1Y return: 8.78% (bottom quartile).
  • Alpha: -1.63 (bottom quartile).
  • Sharpe: 0.21 (bottom quartile).
  • Information ratio: 0.54 (bottom quartile).

Invesco India Largecap Fund

  • Bottom quartile AUM (₹1,718 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 15.44% (bottom quartile).
  • 3Y return: 18.06% (upper mid).
  • 1Y return: 10.91% (lower mid).
  • Alpha: -5.05 (bottom quartile).
  • Sharpe: 0.04 (bottom quartile).
  • Information ratio: 0.67 (lower mid).

TATA Large Cap Fund

  • Bottom quartile AUM (₹2,840 Cr).
  • Established history (27+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 15.20% (bottom quartile).
  • 3Y return: 15.35% (bottom quartile).
  • 1Y return: 10.53% (bottom quartile).
  • Alpha: -0.83 (upper mid).
  • Sharpe: 0.30 (upper mid).
  • Information ratio: 0.30 (bottom quartile).

1. 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

  • Upper mid AUM (₹5,817 Cr).
  • Established history (15+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 30.38% (top quartile).
  • 3Y return: 31.73% (lower mid).
  • 1Y return: 23.52% (lower mid).
  • Alpha: -0.22 (bottom quartile).
  • Sharpe: 0.33 (upper mid).
  • Information ratio: -0.47 (bottom quartile).
  • Higher exposure to Financial Services vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding State Bank of India (~16.8%).

Below is the key information for SBI PSU Fund

SBI PSU Fund
Growth
Launch Date 7 Jul 10
NAV (28 Jan 26) ₹34.8666 ↑ 1.01   (2.99 %)
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.

DateValue
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

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 ₹642,208.
Net Profit of ₹342,208 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 28 Jan 26

DurationReturns
1 Month 4.6%
3 Month 4.8%
6 Month 10.9%
1 Year 23.5%
3 Year 31.7%
5 Year 30.4%
10 Year
15 Year
Since launch 8.4%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Rohit Shimpi1 Jun 241.59 Yr.

Data below for SBI PSU Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Financial Services35.24%
Utility29.32%
Energy13.87%
Industrials12%
Basic Materials6.69%
Asset Allocation
Asset ClassValue
Cash2.8%
Equity97.11%
Debt0.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Jul 10 | SBIN		17%₹975 Cr9,927,500
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Jun 24 | BEL		9%₹518 Cr12,975,000
NTPC Ltd (Utilities)
Equity, Since 31 Jul 10 | 532555		9%₹509 Cr15,443,244
↑ 900,000
GAIL (India) Ltd (Utilities)
Equity, Since 31 May 24 | 532155		9%₹502 Cr29,150,000
↑ 3,400,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jul 10 | 532898		8%₹467 Cr17,635,554
↑ 1,100,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 500547		6%₹372 Cr9,700,000
Bank of Baroda (Financial Services)
Equity, Since 31 Aug 24 | 532134		6%₹325 Cr11,000,000
NMDC Ltd (Basic Materials)
Equity, Since 31 Oct 23 | 526371		4%₹232 Cr27,900,000
Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 532814		3%₹203 Cr2,427,235
Oil India Ltd (Energy)
Equity, Since 31 Mar 24 | OIL		3%₹163 Cr3,850,000

2. 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 (₹1,756 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 29.86% (upper mid).
  • 3Y return: 55.00% (top quartile).
  • 1Y return: 200.31% (top quartile).
  • Alpha: 1.32 (top quartile).
  • Sharpe: 3.42 (top quartile).
  • Information ratio: -0.67 (bottom quartile).
  • Higher exposure to Basic Materials vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~95%).
  • Largest holding BGF World Gold I2 (~73.7%).
  • Top-3 holdings concentration ~100.4%.

Below is the key information for DSP World Gold Fund

DSP World Gold Fund
Growth
Launch Date 14 Sep 07
NAV (27 Jan 26) ₹66.1226 ↑ 0.58   (0.89 %)
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.

DateValue
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

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 ₹627,226.
Net Profit of ₹327,226 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 28 Jan 26

DurationReturns
1 Month 20.8%
3 Month 62.3%
6 Month 110.3%
1 Year 200.3%
3 Year 55%
5 Year 29.9%
10 Year
15 Year
Since launch 10.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Jay Kothari1 Mar 1312.85 Yr.

Data below for DSP World Gold Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Basic Materials94.95%
Asset Allocation
Asset ClassValue
Cash2.43%
Equity94.95%
Debt0.01%
Other2.6%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF World Gold I2
Investment Fund | -		74%₹1,294 Cr1,219,254
↓ -59,731
VanEck Gold Miners ETF
- | GDX		25%₹442 Cr573,719
Treps / Reverse Repo Investments
CBLO/Reverse Repo | -		2%₹28 Cr
Net Receivables/Payables
Net Current Assets | -		0%-₹8 Cr

3. ICICI Prudential Infrastructure Fund

To generate capital appreciation and income distribution to unit holders by investing predominantly in equity/equity related securities of the companies belonging to the infrastructure development and balance in debt securities and money market instruments.

Research Highlights for ICICI Prudential Infrastructure Fund

  • Highest AUM (₹8,134 Cr).
  • Oldest track record among peers (20 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 29.34% (lower mid).
  • 3Y return: 24.31% (bottom quartile).
  • 1Y return: 9.82% (bottom quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.12 (bottom quartile).
  • Information ratio: 0.00 (top quartile).
  • Higher exposure to Industrials vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding Larsen & Toubro Ltd (~8.8%).

Below is the key information for ICICI Prudential Infrastructure Fund

ICICI Prudential Infrastructure Fund
Growth
Launch Date 31 Aug 05
NAV (28 Jan 26) ₹190.14 ↑ 3.06   (1.64 %)
Net Assets (Cr) ₹8,134 on 31 Dec 25
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating ☆☆☆
Risk High
Expense Ratio 1.89
Sharpe Ratio 0.12
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 20₹10,000
31 Dec 21₹15,007
31 Dec 22₹19,333
31 Dec 23₹27,952
31 Dec 24₹35,602
31 Dec 25₹38,004

ICICI Prudential 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 ₹627,226.
Net Profit of ₹327,226 Invest Now

Returns for ICICI Prudential 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 28 Jan 26

DurationReturns
1 Month -3%
3 Month -5.3%
6 Month -1.6%
1 Year 9.8%
3 Year 24.3%
5 Year 29.3%
10 Year
15 Year
Since launch 15.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 6.7%
2023 27.4%
2022 44.6%
2021 28.8%
2020 50.1%
2019 3.6%
2018 2.6%
2017 -14%
2016 40.8%
2015 2%
Fund Manager information for ICICI Prudential Infrastructure Fund
NameSinceTenure
Ihab Dalwai3 Jun 178.59 Yr.
Sharmila D’mello30 Jun 223.51 Yr.

Data below for ICICI Prudential Infrastructure Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Industrials46.72%
Financial Services13.08%
Basic Materials11.19%
Utility10.14%
Energy8.12%
Real Estate4.42%
Consumer Cyclical1.99%
Communication Services0.86%
Asset Allocation
Asset ClassValue
Cash3.15%
Equity96.85%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT		9%₹717 Cr1,755,704
InterGlobe Aviation Ltd (Industrials)
Equity, Since 28 Feb 23 | INDIGO		7%₹565 Cr1,116,358
↑ 891,940
NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 532555		4%₹342 Cr10,376,448
↓ -600,000
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 24 | ADANIPORTS		3%₹250 Cr1,700,000
↓ -154,934
AIA Engineering Ltd (Industrials)
Equity, Since 28 Feb 21 | AIAENG		3%₹246 Cr612,120
↓ -57,631
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 23 | RELIANCE		3%₹240 Cr1,529,725
Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 06 | KPIL		3%₹230 Cr1,911,120
↑ 107,554
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 532215		3%₹214 Cr1,683,557
IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Oct 24 | INDUSINDBK		3%₹209 Cr2,424,016
NCC Ltd (Industrials)
Equity, Since 31 Aug 21 | NCC		3%₹209 Cr13,053,905

4. Invesco India PSU Equity Fund

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

  • Bottom quartile AUM (₹1,449 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 28.54% (bottom quartile).
  • 3Y return: 32.30% (upper mid).
  • 1Y return: 25.50% (upper mid).
  • Alpha: -1.90 (bottom quartile).
  • Sharpe: 0.27 (lower mid).
  • Information ratio: -0.37 (lower mid).
  • Top sector: Industrials.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~98%).
  • Largest holding State Bank of India (~9.4%).

Below is the key information for Invesco India PSU Equity Fund

Invesco India PSU Equity Fund
Growth
Launch Date 18 Nov 09
NAV (28 Jan 26) ₹68.56 ↑ 2.71   (4.12 %)
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.

DateValue
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

Invesco India PSU Equity Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552 Invest Now

Returns for Invesco India PSU Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26

DurationReturns
1 Month 5.1%
3 Month 4.7%
6 Month 9.7%
1 Year 25.5%
3 Year 32.3%
5 Year 28.5%
10 Year
15 Year
Since launch 12.6%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Hiten Jain1 Jul 250.5 Yr.
Sagar Gandhi1 Jul 250.5 Yr.

Data below for Invesco India PSU Equity Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Industrials31.01%
Financial Services29.88%
Utility19.12%
Energy13.49%
Basic Materials3.52%
Consumer Cyclical1.22%
Asset Allocation
Asset ClassValue
Cash1.76%
Equity98.24%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN		9%₹136 Cr1,387,617
↓ -38,697
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL		8%₹120 Cr2,997,692
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | 500547		7%₹104 Cr2,717,009
↓ -184,556
Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 532814		7%₹97 Cr1,157,444
↑ 76,826
NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN		6%₹86 Cr9,129,820
↑ 339,034
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL		6%₹86 Cr196,158
Bank of Baroda (Financial Services)
Equity, Since 30 Jun 21 | 532134		5%₹66 Cr2,244,222
↑ 127,830
Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | BDL		5%₹65 Cr445,685
↑ 21,640
Dredging Corp of India Ltd (Industrials)
Equity, Since 31 Jul 25 | DREDGECORP		4%₹64 Cr646,300
NTPC Ltd (Utilities)
Equity, Since 31 May 19 | 532555		4%₹59 Cr1,801,543
↓ -223,420

5. HDFC Infrastructure Fund

To seek long-term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in or expected to benefit from growth and development of infrastructure.

Research Highlights for HDFC Infrastructure Fund

  • Lower mid AUM (₹2,452 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 26.73% (bottom quartile).
  • 3Y return: 25.72% (bottom quartile).
  • 1Y return: 8.73% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.12 (bottom quartile).
  • Information ratio: 0.00 (upper mid).
  • Top sector: Industrials.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~95%).
  • Largest holding Larsen & Toubro Ltd (~6.6%).

Below is the key information for HDFC Infrastructure Fund

HDFC Infrastructure Fund
Growth
Launch Date 10 Mar 08
NAV (28 Jan 26) ₹46.084 ↑ 0.68   (1.50 %)
Net Assets (Cr) ₹2,452 on 31 Dec 25
Category Equity - Sectoral
AMC HDFC Asset Management Company Limited
Rating ☆☆☆
Risk High
Expense Ratio 2.06
Sharpe Ratio -0.13
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 20₹10,000
31 Dec 21₹14,317
31 Dec 22₹17,080
31 Dec 23₹26,545
31 Dec 24₹32,658
31 Dec 25₹33,376

HDFC 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 ₹584,107.
Net Profit of ₹284,107 Invest Now

Returns for HDFC 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 28 Jan 26

DurationReturns
1 Month -2.6%
3 Month -5%
6 Month -2.5%
1 Year 8.7%
3 Year 25.7%
5 Year 26.7%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2024 2.2%
2023 23%
2022 55.4%
2021 19.3%
2020 43.2%
2019 -7.5%
2018 -3.4%
2017 -29%
2016 43.3%
2015 -1.9%
Fund Manager information for HDFC Infrastructure Fund
NameSinceTenure
Dhruv Muchhal22 Jun 232.53 Yr.
Ashish Shah1 Nov 250.17 Yr.

Data below for HDFC Infrastructure Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Industrials39.43%
Financial Services20.52%
Basic Materials10.17%
Energy7.36%
Utility6.95%
Communication Services4.29%
Real Estate2.59%
Health Care1.72%
Technology1.41%
Consumer Cyclical0.69%
Asset Allocation
Asset ClassValue
Cash4.88%
Equity95.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT		7%₹162 Cr397,500
↑ 17,500
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | 532174		6%₹148 Cr1,100,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 23 | HDFCBANK		6%₹139 Cr1,400,000
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Jan 23 | KPIL		4%₹91 Cr758,285
J Kumar Infraprojects Ltd (Industrials)
Equity, Since 31 Oct 15 | JKIL		3%₹82 Cr1,400,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 24 | RELIANCE		3%₹79 Cr500,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Dec 21 | INDIGO		3%₹76 Cr150,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 20 | BHARTIARTL		3%₹74 Cr350,000
NTPC Ltd (Utilities)
Equity, Since 31 Dec 17 | 532555		3%₹73 Cr2,200,000
State Bank of India (Financial Services)
Equity, Since 31 Mar 08 | SBIN		3%₹69 Cr704,361

ਉੱਚ ਜੋਖਮ ਵਾਲੇ ਨਿਵੇਸ਼ਾਂ ਵਿੱਚ ਇੱਕ SIP ਰੂਟ ਲੈਣਾ ਇੱਕ ਸਮਾਰਟ ਵਿਕਲਪ ਕਿਉਂ ਹੈ?

ਇੱਕ ਪ੍ਰਣਾਲੀਗਤਨਿਵੇਸ਼ ਯੋਜਨਾ (SIP) ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਦਾ ਇੱਕ ਕੁਸ਼ਲ ਢੰਗ ਹੈ, ਖਾਸ ਕਰਕੇ ਇਕੁਇਟੀ ਫੰਡਾਂ ਵਿੱਚ। ਇੱਕ SIP ਇੱਕ ਦੀ ਇਜਾਜ਼ਤ ਦਿੰਦਾ ਹੈਨਿਵੇਸ਼ਕ ਸਕੀਮ ਵਿੱਚ ਨਿਯਮਤ ਤੌਰ 'ਤੇ ਇੱਕ ਨਿਸ਼ਚਿਤ ਰਕਮ ਦਾ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ। SIPs ਦਾ ਇੱਕ ਮਹੱਤਵਪੂਰਨ ਲਾਭ ਇਹ ਹੈ ਕਿ ਇਹ ਰੁਪਏ ਦੀ ਔਸਤ ਲਾਗਤ ਵਿੱਚ ਮਦਦ ਕਰਦਾ ਹੈ। ਜਦੋਂ ਤੁਸੀਂ ਬਜ਼ਾਰ ਦੀਆਂ ਸਥਿਤੀਆਂ ਦੀ ਪਰਵਾਹ ਕੀਤੇ ਬਿਨਾਂ, ਸਮੇਂ ਦੀ ਇੱਕ ਮਿਆਦ ਵਿੱਚ ਨਿਯਮਿਤ ਤੌਰ 'ਤੇ ਨਿਵੇਸ਼ ਕਰਦੇ ਹੋ, ਤਾਂ ਤੁਹਾਨੂੰ ਮਾਰਕੀਟ ਘੱਟ ਹੋਣ 'ਤੇ ਵਧੇਰੇ ਯੂਨਿਟਾਂ ਅਤੇ ਜਦੋਂ ਮਾਰਕੀਟ ਉੱਚੀ ਹੁੰਦੀ ਹੈ ਤਾਂ ਘੱਟ ਇਕਾਈਆਂ ਪ੍ਰਾਪਤ ਹੁੰਦੀਆਂ ਹਨ। ਇਹ ਤੁਹਾਡੀਆਂ ਮਿਉਚੁਅਲ ਫੰਡ ਇਕਾਈਆਂ ਦੀ ਖਰੀਦ ਲਾਗਤ ਨੂੰ ਔਸਤ ਕਰਦਾ ਹੈ।

ਦੂਜਾ ਫਾਇਦਾ ਹੈਮਿਸ਼ਰਿਤ ਕਰਨ ਦੀ ਸ਼ਕਤੀ. ਜਦੋਂ ਤੁਸੀਂ ਲੰਬੇ ਸਮੇਂ ਲਈ ਨਿਵੇਸ਼ ਕਰਦੇ ਹੋ ਤਾਂ ਤੁਹਾਡਾ ਪੈਸਾ ਵਧਣਾ ਸ਼ੁਰੂ ਹੋ ਜਾਂਦਾ ਹੈ। ਇਕੱਠਾ ਹੋਇਆ ਕਾਰਪਸ ਮਾਰਕੀਟ ਵਿੱਚ ਦੁਬਾਰਾ ਨਿਵੇਸ਼ ਕੀਤਾ ਜਾਂਦਾ ਹੈ ਅਤੇ ਤੁਸੀਂ ਆਪਣੇ ਨਿਵੇਸ਼ ਦੁਆਰਾ ਪ੍ਰਾਪਤ ਕੀਤੇ ਰਿਟਰਨ 'ਤੇ ਰਿਟਰਨ ਕਮਾਉਂਦੇ ਹੋ। ਇਹ ਇੱਕ ਵੱਡਾ ਕਾਰਪਸ ਬਣਾਉਣ ਵਿੱਚ ਮਦਦ ਕਰਦਾ ਹੈ ਜੋ ਨਿਯਮਤ ਛੋਟੇ ਨਿਵੇਸ਼ਾਂ ਨਾਲ ਤੁਹਾਡੇ ਲੰਬੇ ਸਮੇਂ ਦੇ ਟੀਚਿਆਂ ਨੂੰ ਪ੍ਰਾਪਤ ਕਰਨ ਵਿੱਚ ਤੁਹਾਡੀ ਮਦਦ ਕਰ ਸਕਦਾ ਹੈ।

SIP ਦੇ ਕੁਝ ਹੋਰ ਫਾਇਦੇ ਹਨ:

  • ਘੱਟੋ-ਘੱਟ ਨਿਵੇਸ਼ INR 500 ਨਾਲ ਸ਼ੁਰੂ ਹੁੰਦਾ ਹੈ
  • ਲੰਬੇ ਸਮੇਂ ਦੀ ਬੱਚਤ ਦੀ ਆਦਤ ਬਣਾਉਂਦਾ ਹੈ
  • ਲੰਬੇ ਸਮੇਂ ਦੇ ਜੋਖਮ ਨੂੰ ਘਟਾਉਂਦਾ ਹੈ
  • ਟੀਚੇ ਅਨੁਸਾਰ ਨਿਵੇਸ਼ ਕਰਨ ਵਿੱਚ ਮਦਦ ਕਰਦਾ ਹੈ

ਉੱਚ ਜੋਖਮ ਵਾਲੇ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਿਵੇਂ ਕਰੀਏ?

  1. Fincash.com 'ਤੇ ਜੀਵਨ ਭਰ ਲਈ ਮੁਫਤ ਨਿਵੇਸ਼ ਖਾਤਾ ਖੋਲ੍ਹੋ।

  2. ਆਪਣੀ ਰਜਿਸਟ੍ਰੇਸ਼ਨ ਅਤੇ ਕੇਵਾਈਸੀ ਪ੍ਰਕਿਰਿਆ ਨੂੰ ਪੂਰਾ ਕਰੋ

  3. ਦਸਤਾਵੇਜ਼ (ਪੈਨ, ਆਧਾਰ, ਆਦਿ) ਅੱਪਲੋਡ ਕਰੋ।ਅਤੇ, ਤੁਸੀਂ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਤਿਆਰ ਹੋ!

    ਸ਼ੁਰੂਆਤ ਕਰੋ

Disclaimer:
ਇਹ ਯਕੀਨੀ ਬਣਾਉਣ ਲਈ ਸਾਰੇ ਯਤਨ ਕੀਤੇ ਗਏ ਹਨ ਕਿ ਇੱਥੇ ਦਿੱਤੀ ਗਈ ਜਾਣਕਾਰੀ ਸਹੀ ਹੈ। ਹਾਲਾਂਕਿ, ਡੇਟਾ ਦੀ ਸ਼ੁੱਧਤਾ ਬਾਰੇ ਕੋਈ ਗਾਰੰਟੀ ਨਹੀਂ ਦਿੱਤੀ ਗਈ ਹੈ। ਕਿਰਪਾ ਕਰਕੇ ਕੋਈ ਵੀ ਨਿਵੇਸ਼ ਕਰਨ ਤੋਂ ਪਹਿਲਾਂ ਸਕੀਮ ਜਾਣਕਾਰੀ ਦਸਤਾਵੇਜ਼ ਨਾਲ ਤਸਦੀਕ ਕਰੋ।

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