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ਫਿਨਕੈਸ਼ »ਮਿਉਚੁਅਲ ਫੰਡ »ਵਧੀਆ ਉੱਚ ਜੋਖਮ ਮਿਉਚੁਅਲ ਫੰਡ

ਭਾਰਤ ਵਿੱਚ ਚੋਟੀ ਦੇ 5 ਸਰਵੋਤਮ ਉੱਚ ਜੋਖਮ ਮਿਉਚੁਅਲ ਫੰਡ

Updated on August 18, 2026 , 22158 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 (%)2025 (%)
Invesco India Mid Cap Fund Growth ₹200.16
↑ 1.30 		₹14,7211011.38.724.720.46.3
ICICI Prudential MidCap Fund Growth ₹347.96
↑ 1.80 		₹7,9543.28.815.823.518.511.1
Edelweiss Mid Cap Fund Growth ₹110.606
↑ 0.54 		₹18,6934.97.28.622.319.13.8
Motilal Oswal Midcap 30 Fund  Growth ₹105.262
↑ 1.34 		₹40,03614.114.8121.422.8-12.1
Sundaram Mid Cap Fund Growth ₹1,526.82
↑ 3.93 		₹14,5046.67.1920.918.34.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Aug 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryInvesco India Mid Cap FundICICI Prudential MidCap FundEdelweiss Mid Cap FundMotilal Oswal Midcap 30 Fund Sundaram Mid Cap Fund
Point 1Lower mid AUM (₹14,721 Cr).Bottom quartile AUM (₹7,954 Cr).Upper mid AUM (₹18,693 Cr).Highest AUM (₹40,036 Cr).Bottom quartile AUM (₹14,504 Cr).
Point 2Established history (19+ yrs).Established history (21+ yrs).Established history (18+ yrs).Established history (12+ yrs).Oldest track record among peers (24 yrs).
Point 3Rating: 2★ (bottom quartile).Rating: 2★ (bottom quartile).Rating: 3★ (upper mid).Rating: 3★ (lower mid).Top rated.
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 20.37% (upper mid).5Y return: 18.50% (bottom quartile).5Y return: 19.08% (lower mid).5Y return: 22.76% (top quartile).5Y return: 18.26% (bottom quartile).
Point 63Y return: 24.70% (top quartile).3Y return: 23.45% (upper mid).3Y return: 22.33% (lower mid).3Y return: 21.45% (bottom quartile).3Y return: 20.90% (bottom quartile).
Point 71Y return: 8.71% (lower mid).1Y return: 15.79% (top quartile).1Y return: 8.55% (bottom quartile).1Y return: 1.04% (bottom quartile).1Y return: 8.96% (upper mid).
Point 8Alpha: 0.00 (bottom quartile).Alpha: 4.57 (top quartile).Alpha: 0.40 (lower mid).Alpha: -9.71 (bottom quartile).Alpha: 1.07 (upper mid).
Point 9Sharpe: 0.29 (lower mid).Sharpe: 0.48 (top quartile).Sharpe: 0.27 (bottom quartile).Sharpe: -0.24 (bottom quartile).Sharpe: 0.31 (upper mid).
Point 10Information ratio: 0.00 (bottom quartile).Information ratio: 0.73 (top quartile).Information ratio: 0.68 (upper mid).Information ratio: 0.06 (bottom quartile).Information ratio: 0.49 (lower mid).

Invesco India Mid Cap Fund

  • Lower mid AUM (₹14,721 Cr).
  • Established history (19+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 20.37% (upper mid).
  • 3Y return: 24.70% (top quartile).
  • 1Y return: 8.71% (lower mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.29 (lower mid).
  • Information ratio: 0.00 (bottom quartile).

ICICI Prudential MidCap Fund

  • Bottom quartile AUM (₹7,954 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 18.50% (bottom quartile).
  • 3Y return: 23.45% (upper mid).
  • 1Y return: 15.79% (top quartile).
  • Alpha: 4.57 (top quartile).
  • Sharpe: 0.48 (top quartile).
  • Information ratio: 0.73 (top quartile).

Edelweiss Mid Cap Fund

  • Upper mid AUM (₹18,693 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 19.08% (lower mid).
  • 3Y return: 22.33% (lower mid).
  • 1Y return: 8.55% (bottom quartile).
  • Alpha: 0.40 (lower mid).
  • Sharpe: 0.27 (bottom quartile).
  • Information ratio: 0.68 (upper mid).

Motilal Oswal Midcap 30 Fund 

  • Highest AUM (₹40,036 Cr).
  • Established history (12+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 22.76% (top quartile).
  • 3Y return: 21.45% (bottom quartile).
  • 1Y return: 1.04% (bottom quartile).
  • Alpha: -9.71 (bottom quartile).
  • Sharpe: -0.24 (bottom quartile).
  • Information ratio: 0.06 (bottom quartile).

Sundaram Mid Cap Fund

  • Bottom quartile AUM (₹14,504 Cr).
  • Oldest track record among peers (24 yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 18.26% (bottom quartile).
  • 3Y return: 20.90% (bottom quartile).
  • 1Y return: 8.96% (upper mid).
  • Alpha: 1.07 (upper mid).
  • Sharpe: 0.31 (upper mid).
  • Information ratio: 0.49 (lower mid).

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 (%)2025 (%)
DSP Natural Resources and New Energy Fund Growth ₹108.034
↓ -0.28 		₹2,441-2.30.42120.815.517.5
BOI AXA Manufacturing and Infrastructure Fund Growth ₹67.45
↑ 0.34 		₹8937.613.52023.321.17.8
SBI Healthcare Opportunities Fund Growth ₹517.808
↓ -1.09 		₹5,40010.82318.923.318.1-3.5
DSP India T.I.G.E.R Fund Growth ₹364.68
↑ 1.95 		₹6,3254.612.215.921.722.4-2.5
UTI Healthcare Fund Growth ₹339.995
↓ -0.43 		₹1,3719.621.415.223.115.6-3.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Aug 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryDSP Natural Resources and New Energy FundBOI AXA Manufacturing and Infrastructure FundSBI Healthcare Opportunities FundDSP India T.I.G.E.R FundUTI Healthcare Fund
Point 1Lower mid AUM (₹2,441 Cr).Bottom quartile AUM (₹893 Cr).Upper mid AUM (₹5,400 Cr).Highest AUM (₹6,325 Cr).Bottom quartile AUM (₹1,371 Cr).
Point 2Established history (18+ yrs).Established history (16+ yrs).Established history (21+ yrs).Established history (22+ yrs).Oldest track record among peers (27 yrs).
Point 3Top rated.Not Rated.Rating: 2★ (lower mid).Rating: 4★ (upper mid).Rating: 1★ (bottom quartile).
Point 4Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.
Point 55Y return: 15.47% (bottom quartile).5Y return: 21.08% (upper mid).5Y return: 18.10% (lower mid).5Y return: 22.42% (top quartile).5Y return: 15.60% (bottom quartile).
Point 63Y return: 20.82% (bottom quartile).3Y return: 23.28% (top quartile).3Y return: 23.28% (upper mid).3Y return: 21.66% (bottom quartile).3Y return: 23.10% (lower mid).
Point 71Y return: 21.05% (top quartile).1Y return: 20.02% (upper mid).1Y return: 18.89% (lower mid).1Y return: 15.85% (bottom quartile).1Y return: 15.25% (bottom quartile).
Point 8Alpha: 0.00 (lower mid).Alpha: 0.00 (bottom quartile).Alpha: 3.75 (top quartile).Alpha: 0.00 (bottom quartile).Alpha: 0.66 (upper mid).
Point 9Sharpe: 0.93 (top quartile).Sharpe: 0.70 (lower mid).Sharpe: 0.71 (upper mid).Sharpe: 0.52 (bottom quartile).Sharpe: 0.51 (bottom quartile).
Point 10Information ratio: 0.00 (lower mid).Information ratio: 0.00 (bottom quartile).Information ratio: 0.02 (upper mid).Information ratio: 0.00 (bottom quartile).Information ratio: 0.05 (top quartile).

DSP Natural Resources and New Energy Fund

  • Lower mid AUM (₹2,441 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 15.47% (bottom quartile).
  • 3Y return: 20.82% (bottom quartile).
  • 1Y return: 21.05% (top quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.93 (top quartile).
  • Information ratio: 0.00 (lower mid).

BOI AXA Manufacturing and Infrastructure Fund

  • Bottom quartile AUM (₹893 Cr).
  • Established history (16+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 21.08% (upper mid).
  • 3Y return: 23.28% (top quartile).
  • 1Y return: 20.02% (upper mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.70 (lower mid).
  • Information ratio: 0.00 (bottom quartile).

SBI Healthcare Opportunities Fund

  • Upper mid AUM (₹5,400 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: High.
  • 5Y return: 18.10% (lower mid).
  • 3Y return: 23.28% (upper mid).
  • 1Y return: 18.89% (lower mid).
  • Alpha: 3.75 (top quartile).
  • Sharpe: 0.71 (upper mid).
  • Information ratio: 0.02 (upper mid).

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

  • Highest AUM (₹6,325 Cr).
  • Established history (22+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 22.42% (top quartile).
  • 3Y return: 21.66% (bottom quartile).
  • 1Y return: 15.85% (bottom quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.52 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).

UTI Healthcare Fund

  • Bottom quartile AUM (₹1,371 Cr).
  • Oldest track record among peers (27 yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 15.60% (bottom quartile).
  • 3Y return: 23.10% (lower mid).
  • 1Y return: 15.25% (bottom quartile).
  • Alpha: 0.66 (upper mid).
  • Sharpe: 0.51 (bottom quartile).
  • Information ratio: 0.05 (top 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 (%)2025 (%)
Aditya Birla Sun Life Manufacturing Equity Fund Growth ₹40.39
↑ 0.16 		₹1,28813.119.625.922.6163.5
Motilal Oswal Multicap 35 Fund Growth ₹63.5802
↑ 0.77 		₹13,94014.410.72.720.612.8-5.6
Mahindra Badhat Yojana Growth ₹39.7587
↑ 0.34 		₹7,1849.410.712.217.916.33.4
ICICI Prudential Multicap Fund Growth ₹871.01
↑ 4.54 		₹18,7695.28.29.117.616.15.7
BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 		₹588-4.6-2.619.317.313.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Aug 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryAditya Birla Sun Life Manufacturing Equity FundMotilal Oswal Multicap 35 FundMahindra Badhat YojanaICICI Prudential Multicap FundBNP Paribas Multi Cap Fund
Point 1Bottom quartile AUM (₹1,288 Cr).Upper mid AUM (₹13,940 Cr).Lower mid AUM (₹7,184 Cr).Highest AUM (₹18,769 Cr).Bottom quartile AUM (₹588 Cr).
Point 2Established history (11+ yrs).Established history (12+ yrs).Established history (9+ yrs).Oldest track record among peers (31 yrs).Established history (20+ yrs).
Point 3Not Rated.Top rated.Not Rated.Rating: 3★ (lower mid).Rating: 4★ (upper mid).
Point 4Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 15.96% (lower mid).5Y return: 12.76% (bottom quartile).5Y return: 16.31% (top quartile).5Y return: 16.05% (upper mid).5Y return: 13.57% (bottom quartile).
Point 63Y return: 22.56% (top quartile).3Y return: 20.63% (upper mid).3Y return: 17.86% (lower mid).3Y return: 17.59% (bottom quartile).3Y return: 17.28% (bottom quartile).
Point 71Y return: 25.94% (top quartile).1Y return: 2.70% (bottom quartile).1Y return: 12.19% (lower mid).1Y return: 9.14% (bottom quartile).1Y return: 19.34% (upper mid).
Point 8Alpha: 0.00 (lower mid).Alpha: -3.79 (bottom quartile).Alpha: 3.91 (top quartile).Alpha: 3.61 (upper mid).Alpha: 0.00 (bottom quartile).
Point 9Sharpe: 0.85 (upper mid).Sharpe: -0.26 (bottom quartile).Sharpe: 0.25 (lower mid).Sharpe: 0.21 (bottom quartile).Sharpe: 2.86 (top quartile).
Point 10Information ratio: 0.00 (bottom quartile).Information ratio: 0.70 (top quartile).Information ratio: 0.62 (upper mid).Information ratio: 0.54 (lower mid).Information ratio: 0.00 (bottom quartile).

Aditya Birla Sun Life Manufacturing Equity Fund

  • Bottom quartile AUM (₹1,288 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 15.96% (lower mid).
  • 3Y return: 22.56% (top quartile).
  • 1Y return: 25.94% (top quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.85 (upper mid).
  • Information ratio: 0.00 (bottom quartile).

Motilal Oswal Multicap 35 Fund

  • Upper mid AUM (₹13,940 Cr).
  • Established history (12+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 12.76% (bottom quartile).
  • 3Y return: 20.63% (upper mid).
  • 1Y return: 2.70% (bottom quartile).
  • Alpha: -3.79 (bottom quartile).
  • Sharpe: -0.26 (bottom quartile).
  • Information ratio: 0.70 (top quartile).

Mahindra Badhat Yojana

  • Lower mid AUM (₹7,184 Cr).
  • Established history (9+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 16.31% (top quartile).
  • 3Y return: 17.86% (lower mid).
  • 1Y return: 12.19% (lower mid).
  • Alpha: 3.91 (top quartile).
  • Sharpe: 0.25 (lower mid).
  • Information ratio: 0.62 (upper mid).

ICICI Prudential Multicap Fund

  • Highest AUM (₹18,769 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 16.05% (upper mid).
  • 3Y return: 17.59% (bottom quartile).
  • 1Y return: 9.14% (bottom quartile).
  • Alpha: 3.61 (upper mid).
  • Sharpe: 0.21 (bottom quartile).
  • Information ratio: 0.54 (lower mid).

BNP Paribas Multi Cap Fund

  • Bottom quartile AUM (₹588 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 13.57% (bottom quartile).
  • 3Y return: 17.28% (bottom quartile).
  • 1Y return: 19.34% (upper mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 2.86 (top quartile).
  • Information ratio: 0.00 (bottom quartile).

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 (%)2025 (%)
Nippon India Large Cap Fund Growth ₹90.3042
↑ 0.60 		₹54,2253.1-2.9-1.812.314.49.2
IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 		₹6559.212.515.421.912.6
ICICI Prudential Bluechip Fund Growth ₹109.35
↑ 0.67 		₹80,9623.5-3.6-1.812.612.611.3
HDFC Top 100 Fund Growth ₹1,143.5
↑ 6.10 		₹40,1985.7-2010.812.57.9
Invesco India Largecap Fund Growth ₹73.32
↑ 0.47 		₹1,84795.25.514.711.95.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Aug 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryNippon India Large Cap FundIDBI India Top 100 Equity FundICICI Prudential Bluechip FundHDFC Top 100 FundInvesco India Largecap Fund
Point 1Upper mid AUM (₹54,225 Cr).Bottom quartile AUM (₹655 Cr).Highest AUM (₹80,962 Cr).Lower mid AUM (₹40,198 Cr).Bottom quartile AUM (₹1,847 Cr).
Point 2Established history (19+ yrs).Established history (14+ yrs).Established history (18+ yrs).Oldest track record among peers (29 yrs).Established history (17+ yrs).
Point 3Top rated.Rating: 3★ (lower mid).Rating: 4★ (upper 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: 14.41% (top quartile).5Y return: 12.61% (upper mid).5Y return: 12.59% (lower mid).5Y return: 12.49% (bottom quartile).5Y return: 11.89% (bottom quartile).
Point 63Y return: 12.31% (bottom quartile).3Y return: 21.88% (top quartile).3Y return: 12.56% (lower mid).3Y return: 10.78% (bottom quartile).3Y return: 14.67% (upper mid).
Point 71Y return: -1.79% (bottom quartile).1Y return: 15.39% (top quartile).1Y return: -1.85% (bottom quartile).1Y return: -0.03% (lower mid).1Y return: 5.45% (upper mid).
Point 8Alpha: -1.21 (bottom quartile).Alpha: 2.11 (upper mid).Alpha: -2.08 (bottom quartile).Alpha: -0.24 (lower mid).Alpha: 3.75 (top quartile).
Point 9Sharpe: -0.24 (lower mid).Sharpe: 1.09 (top quartile).Sharpe: -0.30 (bottom quartile).Sharpe: -0.17 (upper mid).Sharpe: -0.25 (bottom quartile).
Point 10Information ratio: 0.58 (lower mid).Information ratio: 0.14 (bottom quartile).Information ratio: 0.67 (upper mid).Information ratio: 0.02 (bottom quartile).Information ratio: 0.82 (top quartile).

Nippon India Large Cap Fund

  • Upper mid AUM (₹54,225 Cr).
  • Established history (19+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 14.41% (top quartile).
  • 3Y return: 12.31% (bottom quartile).
  • 1Y return: -1.79% (bottom quartile).
  • Alpha: -1.21 (bottom quartile).
  • Sharpe: -0.24 (lower mid).
  • Information ratio: 0.58 (lower mid).

IDBI India Top 100 Equity Fund

  • Bottom quartile AUM (₹655 Cr).
  • Established history (14+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 12.61% (upper mid).
  • 3Y return: 21.88% (top quartile).
  • 1Y return: 15.39% (top quartile).
  • Alpha: 2.11 (upper mid).
  • Sharpe: 1.09 (top quartile).
  • Information ratio: 0.14 (bottom quartile).

ICICI Prudential Bluechip Fund

  • Highest AUM (₹80,962 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 12.59% (lower mid).
  • 3Y return: 12.56% (lower mid).
  • 1Y return: -1.85% (bottom quartile).
  • Alpha: -2.08 (bottom quartile).
  • Sharpe: -0.30 (bottom quartile).
  • Information ratio: 0.67 (upper mid).

HDFC Top 100 Fund

  • Lower mid AUM (₹40,198 Cr).
  • Oldest track record among peers (29 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 12.49% (bottom quartile).
  • 3Y return: 10.78% (bottom quartile).
  • 1Y return: -0.03% (lower mid).
  • Alpha: -0.24 (lower mid).
  • Sharpe: -0.17 (upper mid).
  • Information ratio: 0.02 (bottom quartile).

Invesco India Largecap Fund

  • Bottom quartile AUM (₹1,847 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 11.89% (bottom quartile).
  • 3Y return: 14.67% (upper mid).
  • 1Y return: 5.45% (upper mid).
  • Alpha: 3.75 (top quartile).
  • Sharpe: -0.25 (bottom quartile).
  • Information ratio: 0.82 (top quartile).

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 (₹1,441 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 29.59% (top quartile).
  • 3Y return: 59.20% (top quartile).
  • 1Y return: 86.05% (top quartile).
  • Alpha: 2.59 (upper mid).
  • Sharpe: 1.14 (top quartile).
  • Information ratio: -0.56 (bottom quartile).
  • Higher exposure to Basic Materials vs peer median.
  • Higher exposure to Cash Equivalent (bond sector) vs peer median.
  • Equity-heavy allocation (~93%).
  • Largest holding BGF World Gold I2 (~67.0%).
  • Top-3 holdings concentration ~100.3%.

Below is the key information for DSP World Gold Fund

DSP World Gold Fund
Growth
Launch Date 14 Sep 07
NAV (19 Aug 26) ₹62.5589 ↑ 3.57   (6.05 %)
Net Assets (Cr) ₹1,441 on 31 Jul 26
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating ☆☆☆
Risk High
Expense Ratio 1.41
Sharpe Ratio 1.14
Information Ratio -0.56
Alpha Ratio 2.59
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 Jul 21₹10,000
31 Jul 22₹7,373
31 Jul 23₹9,366
31 Jul 24₹11,150
31 Jul 25₹16,504
31 Jul 26₹26,355

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 19 Aug 26

DurationReturns
1 Month 31.7%
3 Month 11.3%
6 Month -0.1%
1 Year 86%
3 Year 59.2%
5 Year 29.6%
10 Year
15 Year
Since launch 10.2%
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 251.25 Yr.

Data below for DSP World Gold Fund as on 31 Jul 26

Equity Sector Allocation
SectorValue
Basic Materials92.85%
Asset Allocation
Asset ClassValue
Cash5.2%
Equity93.02%
Debt0.01%
Other1.77%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF World Gold I2
Investment Fund | -		67%₹960 Cr983,452
↓ -21,591
VanEck Gold Miners ETF
- | GDX		29%₹409 Cr573,719
Treps / Reverse Repo Investments
CBLO/Reverse Repo | -		5%₹67 Cr
Net Receivables/Payables
Net Current Assets | -		0%-₹4 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

  • Lower mid AUM (₹6,678 Cr).
  • Established history (16+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 24.23% (upper mid).
  • 3Y return: 22.96% (lower mid).
  • 1Y return: 9.42% (lower mid).
  • Alpha: -0.89 (bottom quartile).
  • Sharpe: 0.28 (upper mid).
  • Information ratio: -0.34 (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 (~16.6%).
  • Top-3 holdings concentration ~35.3%.

Below is the key information for SBI PSU Fund

SBI PSU Fund
Growth
Launch Date 7 Jul 10
NAV (20 Aug 26) ₹34.3376 ↑ 0.08   (0.23 %)
Net Assets (Cr) ₹6,678 on 31 Jul 26
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating ☆☆
Risk High
Expense Ratio 1.89
Sharpe Ratio 0.28
Information Ratio -0.34
Alpha Ratio -0.89
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 Jul 21₹10,000
31 Jul 22₹10,878
31 Jul 23₹15,287
31 Jul 24₹28,684
31 Jul 25₹25,557
31 Jul 26₹28,011

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 ₹556,833.
Net Profit of ₹256,833 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 19 Aug 26

DurationReturns
1 Month -1.2%
3 Month -1.2%
6 Month -6.3%
1 Year 9.4%
3 Year 23%
5 Year 24.2%
10 Year
15 Year
Since launch 8%
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 242.17 Yr.

Data below for SBI PSU Fund as on 31 Jul 26

Equity Sector Allocation
SectorValue
Financial Services33.03%
Utility32.22%
Industrials13.92%
Energy11.28%
Basic Materials6.1%
Asset Allocation
Asset ClassValue
Cash3.39%
Equity96.54%
Debt0.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Jul 10 | SBIN		17%₹1,112 Cr10,827,500
↓ -700,000
GAIL (India) Ltd (Utilities)
Equity, Since 31 May 24 | 532155		10%₹662 Cr38,150,000
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Jun 24 | BEL		9%₹584 Cr14,185,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jul 10 | 532898		9%₹571 Cr19,935,554
NTPC Ltd (Utilities)
Equity, Since 31 Jul 10 | 532555		8%₹551 Cr15,443,244
Bank of Baroda (Financial Services)
Equity, Since 31 Aug 24 | 532134		6%₹391 Cr14,350,000
↑ 1,250,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 500312		5%₹344 Cr14,655,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 500547		4%₹294 Cr9,700,000
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Jun 25 | 500103		4%₹269 Cr6,500,000
NMDC Ltd (Basic Materials)
Equity, Since 31 Oct 23 | 526371		4%₹238 Cr27,900,000

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

  • Upper mid AUM (₹8,523 Cr).
  • Oldest track record among peers (20 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 23.43% (lower mid).
  • 3Y return: 19.52% (bottom quartile).
  • 1Y return: 4.67% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.04 (bottom quartile).
  • Information ratio: 0.00 (lower mid).
  • Higher exposure to Industrials vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~92%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding InterGlobe Aviation Ltd (~8.2%).

Below is the key information for ICICI Prudential Infrastructure Fund

ICICI Prudential Infrastructure Fund
Growth
Launch Date 31 Aug 05
NAV (20 Aug 26) ₹203.71 ↑ 1.23   (0.61 %)
Net Assets (Cr) ₹8,523 on 31 Jul 26
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating ☆☆☆
Risk High
Expense Ratio 1.89
Sharpe Ratio 0.04
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 Jul 21₹10,000
31 Jul 22₹11,961
31 Jul 23₹16,935
31 Jul 24₹27,533
31 Jul 25₹26,878
31 Jul 26₹28,111

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 ₹543,623.
Net Profit of ₹243,623 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 19 Aug 26

DurationReturns
1 Month -0.3%
3 Month 4%
6 Month 3.1%
1 Year 4.7%
3 Year 19.5%
5 Year 23.4%
10 Year
15 Year
Since launch 15.5%
Historical performance (Yearly) on absolute basis
YearReturns
2025 6.7%
2024 27.4%
2023 44.6%
2022 28.8%
2021 50.1%
2020 3.6%
2019 2.6%
2018 -14%
2017 40.8%
2016 2%
Fund Manager information for ICICI Prudential Infrastructure Fund
NameSinceTenure
Ihab Dalwai3 Jun 179.17 Yr.
Sharmila D’mello30 Jun 224.09 Yr.

Data below for ICICI Prudential Infrastructure Fund as on 31 Jul 26

Equity Sector Allocation
SectorValue
Industrials45.24%
Basic Materials11.2%
Financial Services10.19%
Utility9.88%
Real Estate7.96%
Energy5.46%
Consumer Cyclical1.98%
Communication Services0.09%
Asset Allocation
Asset ClassValue
Cash7.57%
Equity92.43%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
InterGlobe Aviation Ltd (Industrials)
Equity, Since 28 Feb 23 | INDIGO		8%₹699 Cr1,301,985
↓ -390,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT		6%₹526 Cr1,268,485
↓ -237,219
Oberoi Realty Ltd (Real Estate)
Equity, Since 31 May 23 | OBEROIRLTY		4%₹379 Cr2,139,426
NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 532555		4%₹308 Cr8,626,448
AIA Engineering Ltd (Industrials)
Equity, Since 28 Feb 21 | AIAENG		3%₹282 Cr555,746
↓ -16,951
Gujarat Energy Ltd (Utilities)
Equity, Since 31 Jan 23 | GUJENERGY		3%₹275 Cr8,407,984
↓ -74,040
Shree Cement Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 500387		3%₹270 Cr106,892
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | HDFCBANK		3%₹268 Cr3,357,506
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 23 | RELIANCE		3%₹256 Cr1,979,725
↑ 550,000
Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 06 | KPIL		3%₹251 Cr1,830,742
↓ -174,866

4. Motilal Oswal Midcap 30 Fund 

(Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Research Highlights for Motilal Oswal Midcap 30 Fund 

  • Highest AUM (₹40,036 Cr).
  • Established history (12+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 22.76% (bottom quartile).
  • 3Y return: 21.45% (bottom quartile).
  • 1Y return: 1.04% (bottom quartile).
  • Alpha: -9.71 (bottom quartile).
  • Sharpe: -0.24 (bottom quartile).
  • Information ratio: 0.06 (upper mid).
  • Higher exposure to Financial Services vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • Largest holding One97 Communications Ltd (~7.3%).

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (20 Aug 26) ₹105.262 ↑ 1.34   (1.28 %)
Net Assets (Cr) ₹40,036 on 31 Jul 26
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating ☆☆☆
Risk Moderately High
Expense Ratio 1.56
Sharpe Ratio -0.24
Information Ratio 0.06
Alpha Ratio -9.71
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 Jul 21₹10,000
31 Jul 22₹12,488
31 Jul 23₹15,748
31 Jul 24₹26,692
31 Jul 25₹27,117
31 Jul 26₹26,669

Motilal Oswal Midcap 30 Fund  SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691 Invest Now

Returns for Motilal Oswal Midcap 30 Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Aug 26

DurationReturns
1 Month 6.3%
3 Month 14.1%
6 Month 14.8%
1 Year 1%
3 Year 21.4%
5 Year 22.8%
10 Year
15 Year
Since launch 20.7%
Historical performance (Yearly) on absolute basis
YearReturns
2025 -12.1%
2024 57.1%
2023 41.7%
2022 10.7%
2021 55.8%
2020 9.3%
2019 9.7%
2018 -12.7%
2017 30.8%
2016 5.2%
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Varun Sharma21 Jan 260.53 Yr.
Swapnil Mayekar18 Nov 250.7 Yr.
Ajay Khandelwal1 Oct 241.83 Yr.
Ankit Agarwal21 Jan 260.53 Yr.
Rakesh Shetty22 Nov 223.69 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 31 Jul 26

Equity Sector Allocation
SectorValue
Financial Services31.53%
Technology26.25%
Industrials15.4%
Consumer Cyclical14.49%
Real Estate3.1%
Communication Services2.97%
Health Care2.8%
Consumer Defensive0.57%
Asset Allocation
Asset ClassValue
Cash2.89%
Equity97.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | PAYTM		7%₹2,751 Cr24,100,476
↑ 334,611
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL		6%₹2,375 Cr61,413,395
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE		6%₹2,265 Cr15,453,312
↓ -250,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | ETERNAL		6%₹2,233 Cr84,386,866
KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI		6%₹2,101 Cr3,870,834
↓ -160,000
Aditya Birla Capital Ltd (Financial Services)
Equity, Since 30 Jun 25 | ABCAPITAL		5%₹2,056 Cr52,459,381
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT		5%₹1,720 Cr3,976,493
↓ -50,000
Billionbrains Garage Ventures Ltd (Financial Services)
Equity, Since 31 Jan 26 | GROWW		5%₹1,710 Cr84,616,660
Shriram Finance Ltd (Financial Services)
Equity, Since 31 Jan 26 | SHRIRAMFIN		4%₹1,416 Cr13,590,867
↑ 1,116,515
BSE Ltd (Financial Services)
Equity, Since 30 Nov 25 | BSE		4%₹1,353 Cr3,500,830

5. LIC MF Infrastructure Fund

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

  • Bottom quartile AUM (₹1,145 Cr).
  • Established history (18+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 22.71% (bottom quartile).
  • 3Y return: 25.12% (upper mid).
  • 1Y return: 13.64% (upper mid).
  • Alpha: 5.37 (top quartile).
  • Sharpe: 0.28 (lower mid).
  • Information ratio: 0.56 (top quartile).
  • Higher exposure to Industrials vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~96%).
  • Largest holding Tata Motors Passenger Vehicles Ltd (~3.8%).

Below is the key information for LIC MF Infrastructure Fund

LIC MF Infrastructure Fund
Growth
Launch Date 29 Feb 08
NAV (20 Aug 26) ₹55.3917 ↑ 0.05   (0.09 %)
Net Assets (Cr) ₹1,145 on 31 Jul 26
Category Equity - Sectoral
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating Not Rated
Risk High
Expense Ratio 2.21
Sharpe Ratio 0.28
Information Ratio 0.56
Alpha Ratio 5.37
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 Jul 21₹10,000
31 Jul 22₹11,519
31 Jul 23₹14,236
31 Jul 24₹26,350
31 Jul 25₹25,021
31 Jul 26₹27,470

LIC MF 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 ₹530,691.
Net Profit of ₹230,691 Invest Now

Returns for LIC MF 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 19 Aug 26

DurationReturns
1 Month 1.9%
3 Month 6.3%
6 Month 9.8%
1 Year 13.6%
3 Year 25.1%
5 Year 22.7%
10 Year
15 Year
Since launch 9.7%
Historical performance (Yearly) on absolute basis
YearReturns
2025 -3.7%
2024 47.8%
2023 44.4%
2022 7.9%
2021 46.6%
2020 -0.1%
2019 13.3%
2018 -14.6%
2017 42.2%
2016 -2.2%
Fund Manager information for LIC MF Infrastructure Fund
NameSinceTenure
Mahesh Bendre1 Jul 242.08 Yr.

Data below for LIC MF Infrastructure Fund as on 31 Jul 26

Equity Sector Allocation
SectorValue
Industrials35.52%
Consumer Cyclical19.57%
Basic Materials12.18%
Utility10.33%
Financial Services9.93%
Communication Services3.66%
Real Estate2.1%
Health Care1.74%
Technology0.93%
Asset Allocation
Asset ClassValue
Cash4.04%
Equity95.96%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tata Motors Passenger Vehicles Ltd (Consumer Cyclical)
Equity, Since 28 Feb 26 | TMPV		4%₹43 Cr1,224,915
↑ 242,024
JSW Infrastructure Ltd (Industrials)
Equity, Since 30 Apr 26 | JSWINFRA		4%₹41 Cr1,266,481
↑ 132,623
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Oct 25 | TMCV		4%₹40 Cr944,348
↓ -71,585
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT		3%₹40 Cr96,023
↓ -10,945
Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 500655		3%₹38 Cr57,317
↓ -8,008
Tata Power Co Ltd (Utilities)
Equity, Since 29 Feb 24 | 500400		3%₹33 Cr861,040
KSH International Ltd (Industrials)
Equity, Since 31 Dec 25 | KSHINTL		3%₹32 Cr367,501
↓ -65,315
Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jan 26 | BDL		3%₹30 Cr222,408
↓ -20,546
Carraro India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 24 | CARRARO		3%₹30 Cr565,917
↓ -7,074
NTPC Ltd (Utilities)
Equity, Since 31 Mar 23 | 532555		3%₹30 Cr834,071
↑ 125,282

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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