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ఫిన్‌క్యాష్ »మ్యూచువల్ ఫండ్స్ »బెస్ట్ హై రిస్క్ మ్యూచువల్ ఫండ్స్

భారతదేశంలోని టాప్ 5 బెస్ట్ హై రిస్క్ మ్యూచువల్ ఫండ్‌లు

Updated on February 16, 2026 , 21580 views

అధిక ప్రమాదంమ్యూచువల్ ఫండ్స్ భవిష్యత్తులో అధిక రాబడిని అందించే అవకాశం ఉన్న ఫండ్‌లను చూడండి.

High-Risk

ఇన్వెస్ట్‌మెంట్‌లో అధిక స్థాయి రిస్క్ తీసుకోవడానికి ఇష్టపడే పెట్టుబడిదారులకు ఆదర్శంగా ఉండే ఫండ్స్ ఇవి. కానీ, ఈ నిధులు చాలా అస్థిర స్వభావం కలిగి ఉంటాయి. అందుకే పోర్ట్‌ఫోలియోలో ఉన్న అధిక-రిస్క్ ఫండ్‌ను ఎప్పటికప్పుడు చురుకుగా నిర్వహించాల్సి ఉంటుంది. అధిక రిస్క్ మ్యూచువల్ ఫండ్‌లు సాధారణంగా పెట్టుబడిదారులకు గొప్ప డివిడెండ్‌లను అందిస్తాయి. అందువల్ల, మంచి రాబడిని సంపాదించడానికి మీరు అధిక-రిస్క్ తీసుకోవడానికి సిద్ధంగా ఉంటే, మీరు ప్రాధాన్యత ఇవ్వవచ్చుపెట్టుబడి పెడుతున్నారు ఈ లిస్టెడ్ ఫండ్లలో.

హై రిస్క్ ఇన్వెస్ట్‌మెంట్స్ అంటే ఏమిటి?

అధిక రిస్క్ ఫండ్‌లు దీర్ఘకాలిక సంపద సృష్టికి సహాయపడతాయి. ఒకరు తమ దీర్ఘకాలిక ప్రణాళికను కూడా చేసుకోవచ్చుఆర్థిక లక్ష్యాలు వంటివిపదవీ విరమణ, ఈ ఫండ్స్‌లో పెట్టుబడి పెట్టడం ద్వారా ప్రపంచ పర్యటన, కలల ఇంటి కొనుగోలు, వివాహం మొదలైనవి. అధిక రిస్క్ ఫండ్‌లు దీర్ఘకాలిక పెట్టుబడులు, ఇవి 5 సంవత్సరాల కంటే ఎక్కువ కాలం పాటు పెట్టుబడి పెట్టడానికి ఉద్దేశించబడ్డాయి.

మ్యూచువల్ ఫండ్స్ అటువంటి పెట్టుబడుల కోసం సూచించబడతాయిఈక్విటీ ఫండ్స్. ఈక్విటీ ఫండ్ అధిక-రిస్క్, అధిక రాబడి ఫండ్‌గా పరిగణించబడుతుంది. ఈక్విటీ ఫండ్స్ కంపెనీల స్టాక్‌లు/షేర్‌లలో పెట్టుబడి పెడతాయి. నేరుగా సంస్థను ప్రారంభించకుండా లేదా పెట్టుబడి పెట్టకుండా వ్యాపారాన్ని (చిన్న భాగంలో) స్వంతం చేసుకోవడానికి ఇది ఉత్తమ మార్గం. వంటి వివిధ రకాల ఈక్విటీ ఫండ్స్ ఉన్నాయిలార్జ్ క్యాప్ ఫండ్స్, మధ్య &స్మాల్ క్యాప్ ఫండ్స్,డైవర్సిఫైడ్ ఫండ్స్,రంగ నిధులు మరియుELSS (ఈక్విటీ లింక్డ్ సేవింగ్స్ స్కీములు).

బెస్ట్ హై రిస్క్ మ్యూచువల్ ఫండ్స్

మిడ్ & స్మాల్ క్యాప్ ఫండ్స్

మిడ్ & స్మాల్ క్యాప్ ఫండ్స్ వరుసగా మిడ్ & స్మాల్ (లేదా స్టార్టప్) కంపెనీలలో ఇన్వెస్ట్ చేస్తాయి. ఈ నిధులు అభివృద్ధి చెందుతున్న కంపెనీల స్టాక్‌ను కలిగి ఉన్నందున, అవి చాలా ప్రమాదకర స్వభావం కలిగి ఉంటాయి. కాబట్టి, దాదాపు 7-10 సంవత్సరాలు & అంతకంటే ఎక్కువ కాలం పెట్టుబడి పెట్టగల పెట్టుబడిదారులు ఈ ఫండ్స్‌లో మాత్రమే పెట్టుబడి పెట్టడానికి ఇష్టపడాలి. కంపెనీలు దీర్ఘకాలంలో బాగా ఉంటే, పెట్టుబడిదారులు మంచి రాబడిని పొందవచ్చు.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Invesco India Mid Cap Fund Growth ₹183.03
↑ 0.89 		₹10,296-1.30.72627.721.26.3
HDFC Mid-Cap Opportunities Fund Growth ₹205.107
↑ 0.60 		₹92,6420.76.122.326.2236.8
Edelweiss Mid Cap Fund Growth ₹104.124
↑ 0.66 		₹13,6500.13.221.726.121.33.8
Sundaram Mid Cap Fund Growth ₹1,445.54
↑ 6.50 		₹13,2930.44.422.925.520.14.1
ICICI Prudential MidCap Fund Growth ₹321.25
↑ 3.53 		₹7,1322.98.129.425.320.611.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Feb 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryInvesco India Mid Cap FundHDFC Mid-Cap Opportunities FundEdelweiss Mid Cap FundSundaram Mid Cap FundICICI Prudential MidCap Fund
Point 1Bottom quartile AUM (₹10,296 Cr).Highest AUM (₹92,642 Cr).Upper mid AUM (₹13,650 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: 2★ (bottom quartile).Rating: 3★ (upper mid).Rating: 3★ (lower mid).Top rated.Rating: 2★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 21.16% (lower mid).5Y return: 23.01% (top quartile).5Y return: 21.35% (upper mid).5Y return: 20.06% (bottom quartile).5Y return: 20.64% (bottom quartile).
Point 63Y return: 27.66% (top quartile).3Y return: 26.24% (upper mid).3Y return: 26.05% (lower mid).3Y return: 25.51% (bottom quartile).3Y return: 25.32% (bottom quartile).
Point 71Y return: 25.99% (upper mid).1Y return: 22.26% (bottom quartile).1Y return: 21.70% (bottom quartile).1Y return: 22.89% (lower mid).1Y return: 29.36% (top quartile).
Point 8Alpha: 0.00 (lower mid).Alpha: 0.63 (upper mid).Alpha: -1.98 (bottom quartile).Alpha: -1.77 (bottom quartile).Alpha: 4.76 (top quartile).
Point 9Sharpe: 0.11 (lower mid).Sharpe: 0.12 (upper mid).Sharpe: -0.02 (bottom quartile).Sharpe: -0.01 (bottom quartile).Sharpe: 0.33 (top quartile).
Point 10Information ratio: 0.00 (bottom quartile).Information ratio: 0.44 (top quartile).Information ratio: 0.40 (upper mid).Information ratio: 0.13 (lower mid).Information ratio: -0.16 (bottom quartile).

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: 21.16% (lower mid).
  • 3Y return: 27.66% (top quartile).
  • 1Y return: 25.99% (upper 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★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 23.01% (top quartile).
  • 3Y return: 26.24% (upper mid).
  • 1Y return: 22.26% (bottom quartile).
  • Alpha: 0.63 (upper mid).
  • Sharpe: 0.12 (upper mid).
  • Information ratio: 0.44 (top quartile).

Edelweiss Mid Cap Fund

  • Upper mid AUM (₹13,650 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 21.35% (upper mid).
  • 3Y return: 26.05% (lower mid).
  • 1Y return: 21.70% (bottom quartile).
  • Alpha: -1.98 (bottom quartile).
  • Sharpe: -0.02 (bottom quartile).
  • Information ratio: 0.40 (upper mid).

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: 20.06% (bottom quartile).
  • 3Y return: 25.51% (bottom quartile).
  • 1Y return: 22.89% (lower mid).
  • 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: 20.64% (bottom quartile).
  • 3Y return: 25.32% (bottom quartile).
  • 1Y return: 29.36% (top quartile).
  • Alpha: 4.76 (top quartile).
  • Sharpe: 0.33 (top quartile).
  • Information ratio: -0.16 (bottom quartile).

సెక్టార్ ఫండ్స్

ఇవి రంగానికి సంబంధించిన ఫండ్‌లు, అంటే అవి ఇన్‌ఫ్రా, ఫార్మా, బ్యాంకింగ్ వంటి నిర్దిష్ట రంగంలో పెట్టుబడి పెడతాయి. ఇవి అధిక-రిస్క్ ఫండ్‌లు, అవి మీ డబ్బును రెట్టింపు చేయవచ్చు లేదా ఇబ్బంది పెట్టవచ్చు. కాబట్టి, అతను పెట్టుబడి పెట్టాలనుకునే రంగం యొక్క భవిష్యత్తు వృద్ధి గురించి అవగాహన ఉన్న పెట్టుబడిదారులు ఈ ఫండ్‌లలో పెట్టుబడి పెట్టడానికి మాత్రమే ఇష్టపడాలి.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
DSP Natural Resources and New Energy Fund Growth ₹106.79
↓ -0.56 		₹1,5739.221.734.422.921.417.5
SBI PSU Fund Growth ₹36.7055
↑ 0.18 		₹5,8177.817.733.334.327.511.3
Invesco India PSU Equity Fund Growth ₹68.86
↑ 0.52 		₹1,4493.111.233.132.225.910.3
UTI Transportation & Logistics Fund Growth ₹295.897
↑ 0.66 		₹4,0840.86.92925.419.119.5
SBI Banking & Financial Services Fund Growth ₹46.82
↑ 0.28 		₹10,1063.49.328.422.614.120.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Feb 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryDSP Natural Resources and New Energy FundSBI PSU FundInvesco India PSU Equity FundUTI Transportation & Logistics FundSBI Banking & Financial Services Fund
Point 1Bottom quartile AUM (₹1,573 Cr).Upper mid AUM (₹5,817 Cr).Bottom quartile AUM (₹1,449 Cr).Lower mid AUM (₹4,084 Cr).Highest AUM (₹10,106 Cr).
Point 2Established history (17+ yrs).Established history (15+ yrs).Established history (16+ yrs).Oldest track record among peers (21 yrs).Established history (10+ yrs).
Point 3Top rated.Rating: 2★ (bottom quartile).Rating: 3★ (upper mid).Rating: 3★ (lower mid).Not Rated.
Point 4Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.
Point 55Y return: 21.39% (lower mid).5Y return: 27.55% (top quartile).5Y return: 25.92% (upper mid).5Y return: 19.13% (bottom quartile).5Y return: 14.11% (bottom quartile).
Point 63Y return: 22.86% (bottom quartile).3Y return: 34.34% (top quartile).3Y return: 32.18% (upper mid).3Y return: 25.42% (lower mid).3Y return: 22.60% (bottom quartile).
Point 71Y return: 34.36% (top quartile).1Y return: 33.34% (upper mid).1Y return: 33.14% (lower mid).1Y return: 29.01% (bottom quartile).1Y return: 28.43% (bottom quartile).
Point 8Alpha: 0.00 (upper mid).Alpha: -0.22 (bottom quartile).Alpha: -1.90 (bottom quartile).Alpha: 0.00 (lower mid).Alpha: 1.96 (top quartile).
Point 9Sharpe: 0.74 (lower mid).Sharpe: 0.33 (bottom quartile).Sharpe: 0.27 (bottom quartile).Sharpe: 0.90 (upper mid).Sharpe: 1.08 (top quartile).
Point 10Information ratio: 0.00 (upper mid).Information ratio: -0.47 (bottom quartile).Information ratio: -0.37 (bottom quartile).Information ratio: 0.00 (lower mid).Information ratio: 0.89 (top quartile).

DSP Natural Resources and New Energy Fund

  • Bottom quartile AUM (₹1,573 Cr).
  • Established history (17+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 21.39% (lower mid).
  • 3Y return: 22.86% (bottom quartile).
  • 1Y return: 34.36% (top quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.74 (lower mid).
  • Information ratio: 0.00 (upper mid).

SBI PSU Fund

  • Upper mid AUM (₹5,817 Cr).
  • Established history (15+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 27.55% (top quartile).
  • 3Y return: 34.34% (top quartile).
  • 1Y return: 33.34% (upper mid).
  • Alpha: -0.22 (bottom quartile).
  • Sharpe: 0.33 (bottom quartile).
  • Information ratio: -0.47 (bottom quartile).

Invesco India PSU Equity Fund

  • Bottom quartile AUM (₹1,449 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 25.92% (upper mid).
  • 3Y return: 32.18% (upper mid).
  • 1Y return: 33.14% (lower mid).
  • Alpha: -1.90 (bottom quartile).
  • Sharpe: 0.27 (bottom quartile).
  • Information ratio: -0.37 (bottom quartile).

UTI Transportation & Logistics Fund

  • Lower mid AUM (₹4,084 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 19.13% (bottom quartile).
  • 3Y return: 25.42% (lower mid).
  • 1Y return: 29.01% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.90 (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: 14.11% (bottom quartile).
  • 3Y return: 22.60% (bottom quartile).
  • 1Y return: 28.43% (bottom quartile).
  • Alpha: 1.96 (top quartile).
  • Sharpe: 1.08 (top quartile).
  • Information ratio: 0.89 (top quartile).

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డైవర్సిఫైడ్ ఫండ్స్ లేదా మల్టీ క్యాప్ ఫండ్స్

ఈ ఫండ్స్ అన్నింటిలో పెట్టుబడి పెడతాయిసంత క్యాప్- లార్జ్ క్యాప్, మిడ్ & స్మాల్ క్యాప్ ఫండ్స్. దాని పెట్టుబడి సాంకేతికత కారణంగా, వారు పోర్ట్‌ఫోలియోను బ్యాలెన్స్ చేయడంలో ప్రావీణ్యం సంపాదించారు. దీని కారణంగా ప్రమాదం మధ్యస్తంగా ఉంటుంది. ఒక ఫండ్ బాగా పని చేయడంలో విఫలమైతే, మిగిలినవి పోర్ట్‌ఫోలియోను బ్యాలెన్స్ చేయడానికి ఉన్నాయి. పెట్టుబడిదారులు ఆదర్శంగా కనీసం 5 సంవత్సరాలు & అంతకంటే ఎక్కువ కాలం పెట్టుబడి పెట్టాలి.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
HDFC Equity Fund Growth ₹2,096.5
↑ 6.02 		₹96,2951.14.817.422.320.211.4
Motilal Oswal Multicap 35 Fund Growth ₹58.5129
↓ -0.02 		₹13,862-6.6-4.57.422.213-5.6
Nippon India Multi Cap Fund Growth ₹301.432
↑ 1.28 		₹50,352-0.80.517.922.121.64.1
Mahindra Badhat Yojana Growth ₹36.2846
↑ 0.15 		₹6,133-0.13.418.721.418.63.4
Aditya Birla Sun Life Manufacturing Equity Fund Growth ₹33.99
↑ 0.23 		₹1,0991.97.421.821.315.33.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Feb 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryHDFC Equity FundMotilal Oswal Multicap 35 FundNippon India Multi Cap FundMahindra Badhat YojanaAditya Birla Sun Life Manufacturing Equity Fund
Point 1Highest AUM (₹96,295 Cr).Lower mid AUM (₹13,862 Cr).Upper mid AUM (₹50,352 Cr).Bottom quartile AUM (₹6,133 Cr).Bottom quartile AUM (₹1,099 Cr).
Point 2Oldest track record among peers (31 yrs).Established history (11+ yrs).Established history (20+ yrs).Established history (8+ yrs).Established history (11+ yrs).
Point 3Rating: 3★ (upper mid).Top rated.Rating: 2★ (lower mid).Not Rated.Not Rated.
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: High.
Point 55Y return: 20.17% (upper mid).5Y return: 13.02% (bottom quartile).5Y return: 21.55% (top quartile).5Y return: 18.62% (lower mid).5Y return: 15.29% (bottom quartile).
Point 63Y return: 22.33% (top quartile).3Y return: 22.15% (upper mid).3Y return: 22.09% (lower mid).3Y return: 21.36% (bottom quartile).3Y return: 21.31% (bottom quartile).
Point 71Y return: 17.44% (bottom quartile).1Y return: 7.39% (bottom quartile).1Y return: 17.87% (lower mid).1Y return: 18.72% (upper mid).1Y return: 21.83% (top quartile).
Point 8Alpha: 3.70 (top quartile).Alpha: -12.91 (bottom quartile).Alpha: -1.30 (lower mid).Alpha: -1.73 (bottom quartile).Alpha: 0.00 (upper mid).
Point 9Sharpe: 0.53 (top quartile).Sharpe: -0.51 (bottom quartile).Sharpe: -0.05 (lower mid).Sharpe: -0.07 (bottom quartile).Sharpe: -0.05 (upper mid).
Point 10Information ratio: 1.24 (top quartile).Information ratio: 0.54 (lower mid).Information ratio: 0.64 (upper mid).Information ratio: 0.17 (bottom quartile).Information ratio: 0.00 (bottom quartile).

HDFC Equity Fund

  • Highest AUM (₹96,295 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 20.17% (upper mid).
  • 3Y return: 22.33% (top quartile).
  • 1Y return: 17.44% (bottom quartile).
  • Alpha: 3.70 (top quartile).
  • Sharpe: 0.53 (top quartile).
  • Information ratio: 1.24 (top quartile).

Motilal Oswal Multicap 35 Fund

  • Lower mid AUM (₹13,862 Cr).
  • Established history (11+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 13.02% (bottom quartile).
  • 3Y return: 22.15% (upper mid).
  • 1Y return: 7.39% (bottom quartile).
  • Alpha: -12.91 (bottom quartile).
  • Sharpe: -0.51 (bottom quartile).
  • Information ratio: 0.54 (lower mid).

Nippon India Multi Cap Fund

  • Upper mid AUM (₹50,352 Cr).
  • Established history (20+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 21.55% (top quartile).
  • 3Y return: 22.09% (lower mid).
  • 1Y return: 17.87% (lower mid).
  • Alpha: -1.30 (lower mid).
  • Sharpe: -0.05 (lower mid).
  • Information ratio: 0.64 (upper mid).

Mahindra Badhat Yojana

  • Bottom quartile AUM (₹6,133 Cr).
  • Established history (8+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 18.62% (lower mid).
  • 3Y return: 21.36% (bottom quartile).
  • 1Y return: 18.72% (upper mid).
  • Alpha: -1.73 (bottom quartile).
  • Sharpe: -0.07 (bottom quartile).
  • Information ratio: 0.17 (bottom quartile).

Aditya Birla Sun Life Manufacturing Equity Fund

  • Bottom quartile AUM (₹1,099 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 15.29% (bottom quartile).
  • 3Y return: 21.31% (bottom quartile).
  • 1Y return: 21.83% (top quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.05 (upper mid).
  • Information ratio: 0.00 (bottom quartile).

లార్జ్ క్యాప్ ఫండ్స్

ఇవి భారతదేశంలోని పెద్ద-పరిమాణ కంపెనీలలో పెట్టుబడి పెట్టే ఫండ్స్. ఇవి పరిశ్రమలో అగ్రగామిగా ఉన్న సంస్థలు మరియు స్థిరమైన రాబడికి ప్రసిద్ధి చెందాయి. లార్జ్ క్యాప్ ఫండ్స్ మిడ్ & స్మాల్ క్యాప్‌ల కంటే తక్కువ రిస్క్ ఉన్న పెద్ద కంపెనీలలో పెట్టుబడి పెడతాయి. కానీ, ఈక్విటీ ఫండ్ అయినందున, రిస్క్ ఎల్లప్పుడూ ఉంటుంది. మితమైన మరియు అధిక స్థాయి రిస్క్‌ను భరించగలిగే పెట్టుబడిదారులు మరియు 5 సంవత్సరాలు & అంతకంటే ఎక్కువ కాలం పాటు పెట్టుబడి పెట్టగలిగే పెట్టుబడిదారులు ఈ పథకాలలో పెట్టుబడి పెట్టవచ్చు.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Nippon India Large Cap Fund Growth ₹93.8953
↑ 0.49 		₹50,8760.43.116.619.317.49.2
ICICI Prudential Bluechip Fund Growth ₹114.46
↑ 0.46 		₹78,502-0.53.314.618.215.511.3
HDFC Top 100 Fund Growth ₹1,181.26
↑ 2.62 		₹40,6040.84.112.416.114.37.9
Invesco India Largecap Fund Growth ₹70.44
↑ 0.21 		₹1,718-1.32.415.417.7145.5
DSP TOP 100 Equity Growth ₹483.231
↑ 2.93 		₹7,285-0.22.811.61813.58.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Feb 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryNippon India Large Cap FundICICI Prudential Bluechip FundHDFC Top 100 FundInvesco India Largecap FundDSP TOP 100 Equity
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 (₹7,285 Cr).
Point 2Established history (18+ yrs).Established history (17+ yrs).Oldest track record among peers (29 yrs).Established history (16+ yrs).Established history (22+ yrs).
Point 3Top rated.Rating: 4★ (upper mid).Rating: 3★ (lower mid).Rating: 3★ (bottom quartile).Rating: 2★ (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: 17.39% (top quartile).5Y return: 15.55% (upper mid).5Y return: 14.30% (lower mid).5Y return: 13.96% (bottom quartile).5Y return: 13.50% (bottom quartile).
Point 63Y return: 19.34% (top quartile).3Y return: 18.21% (upper mid).3Y return: 16.14% (bottom quartile).3Y return: 17.70% (bottom quartile).3Y return: 18.00% (lower mid).
Point 71Y return: 16.58% (top quartile).1Y return: 14.55% (lower mid).1Y return: 12.39% (bottom quartile).1Y return: 15.40% (upper mid).1Y return: 11.61% (bottom quartile).
Point 8Alpha: -0.94 (upper mid).Alpha: 1.30 (top quartile).Alpha: -1.63 (bottom quartile).Alpha: -5.05 (bottom quartile).Alpha: -1.17 (lower mid).
Point 9Sharpe: 0.29 (upper mid).Sharpe: 0.48 (top quartile).Sharpe: 0.21 (bottom quartile).Sharpe: 0.04 (bottom quartile).Sharpe: 0.26 (lower mid).
Point 10Information ratio: 1.37 (top quartile).Information ratio: 1.26 (upper mid).Information ratio: 0.54 (bottom quartile).Information ratio: 0.67 (bottom quartile).Information ratio: 0.74 (lower mid).

Nippon India Large Cap Fund

  • Upper mid AUM (₹50,876 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 17.39% (top quartile).
  • 3Y return: 19.34% (top quartile).
  • 1Y return: 16.58% (top quartile).
  • Alpha: -0.94 (upper mid).
  • Sharpe: 0.29 (upper 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: 15.55% (upper mid).
  • 3Y return: 18.21% (upper mid).
  • 1Y return: 14.55% (lower 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: 14.30% (lower mid).
  • 3Y return: 16.14% (bottom quartile).
  • 1Y return: 12.39% (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: 13.96% (bottom quartile).
  • 3Y return: 17.70% (bottom quartile).
  • 1Y return: 15.40% (upper mid).
  • Alpha: -5.05 (bottom quartile).
  • Sharpe: 0.04 (bottom quartile).
  • Information ratio: 0.67 (bottom quartile).

DSP TOP 100 Equity

  • Bottom quartile AUM (₹7,285 Cr).
  • Established history (22+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 13.50% (bottom quartile).
  • 3Y return: 18.00% (lower mid).
  • 1Y return: 11.61% (bottom quartile).
  • Alpha: -1.17 (lower mid).
  • Sharpe: 0.26 (lower mid).
  • Information ratio: 0.74 (lower mid).

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 (₹1,756 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 28.10% (top quartile).
  • 3Y return: 56.28% (top quartile).
  • 1Y return: 143.03% (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 (~96%).
  • Largest holding BGF World Gold I2 (~73.8%).
  • Top-3 holdings concentration ~100.8%.

Below is the key information for DSP World Gold Fund

DSP World Gold Fund
Growth
Launch Date 14 Sep 07
NAV (17 Feb 26) ₹60.3973 ↓ -2.23   (-3.56 %)
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 Jan 21₹10,000
31 Jan 22₹8,807
31 Jan 23₹9,422
31 Jan 24₹8,517
31 Jan 25₹12,548
31 Jan 26₹33,170

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 ₹612,552.
Net Profit of ₹312,552 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 17 Feb 26

DurationReturns
1 Month 2.5%
3 Month 32.8%
6 Month 78.1%
1 Year 143%
3 Year 56.3%
5 Year 28.1%
10 Year
15 Year
Since launch 10.3%
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 1312.93 Yr.

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

Equity Sector Allocation
SectorValue
Basic Materials95.89%
Asset Allocation
Asset ClassValue
Cash1.55%
Equity95.89%
Debt0.01%
Other2.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF World Gold I2
Investment Fund | -		74%₹1,458 Cr1,177,658
↓ -41,596
VanEck Gold Miners ETF
- | GDX		25%₹497 Cr573,719
Treps / Reverse Repo Investments
CBLO/Reverse Repo | -		2%₹35 Cr
Net Receivables/Payables
Net Current Assets | -		1%-₹15 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

  • Upper mid AUM (₹5,817 Cr).
  • Established history (15+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 27.55% (upper mid).
  • 3Y return: 34.34% (upper mid).
  • 1Y return: 33.34% (upper 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 (~17.9%).
  • Top-3 holdings concentration ~36.8%.

Below is the key information for SBI PSU Fund

SBI PSU Fund
Growth
Launch Date 7 Jul 10
NAV (18 Feb 26) ₹36.7055 ↑ 0.18   (0.49 %)
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 Jan 21₹10,000
31 Jan 22₹14,656
31 Jan 23₹17,067
31 Jan 24₹30,032
31 Jan 25₹32,242
31 Jan 26₹38,028

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 ₹598,181.
Net Profit of ₹298,181 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 17 Feb 26

DurationReturns
1 Month 7.4%
3 Month 7.8%
6 Month 17.7%
1 Year 33.3%
3 Year 34.3%
5 Year 27.5%
10 Year
15 Year
Since launch 8.7%
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 241.67 Yr.

Data below for SBI PSU Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Financial Services34.09%
Utility29.59%
Energy13.91%
Industrials12.42%
Basic Materials7.01%
Asset Allocation
Asset ClassValue
Cash2.9%
Equity97.02%
Debt0.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Jul 10 | SBIN		18%₹1,069 Cr9,927,500
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Jun 24 | BEL		10%₹583 Cr12,975,000
NTPC Ltd (Utilities)
Equity, Since 31 Jul 10 | NTPC		9%₹550 Cr15,443,244
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jul 10 | POWERGRID		9%₹511 Cr19,935,554
↑ 2,300,000
GAIL (India) Ltd (Utilities)
Equity, Since 31 May 24 | GAIL		8%₹488 Cr29,150,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 24 | BPCL		6%₹354 Cr9,700,000
Bank of Baroda (Financial Services)
Equity, Since 31 Aug 24 | BANKBARODA		6%₹329 Cr11,000,000
NMDC Ltd (Basic Materials)
Equity, Since 31 Oct 23 | NMDC		4%₹227 Cr27,900,000
Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | INDIANB		4%₹221 Cr2,427,235
Oil India Ltd (Energy)
Equity, Since 31 Mar 24 | OIL		3%₹196 Cr3,850,000

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

  • Highest AUM (₹8,134 Cr).
  • Established history (20+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 26.52% (lower mid).
  • 3Y return: 25.38% (bottom quartile).
  • 1Y return: 18.45% (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 (~95%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding Larsen & Toubro Ltd (~8.5%).

Below is the key information for ICICI Prudential Infrastructure Fund

ICICI Prudential Infrastructure Fund
Growth
Launch Date 31 Aug 05
NAV (18 Feb 26) ₹198.6 ↑ 0.98   (0.50 %)
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 Jan 21₹10,000
31 Jan 22₹16,042
31 Jan 23₹19,152
31 Jan 24₹29,825
31 Jan 25₹34,393
31 Jan 26₹36,891

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 ₹584,107.
Net Profit of ₹284,107 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 17 Feb 26

DurationReturns
1 Month 2.6%
3 Month 0.1%
6 Month 2.5%
1 Year 18.5%
3 Year 25.4%
5 Year 26.5%
10 Year
15 Year
Since launch 15.7%
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 178.67 Yr.
Sharmila D’mello30 Jun 223.59 Yr.

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

Equity Sector Allocation
SectorValue
Industrials48.97%
Financial Services12.33%
Utility9.63%
Basic Materials9.49%
Real Estate6.53%
Energy6%
Consumer Cyclical2.03%
Communication Services0.11%
Asset Allocation
Asset ClassValue
Cash4.63%
Equity95.37%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT		9%₹690 Cr1,755,704
InterGlobe Aviation Ltd (Industrials)
Equity, Since 28 Feb 23 | INDIGO		8%₹640 Cr1,391,449
↑ 275,091
NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | NTPC		4%₹332 Cr9,326,448
↓ -1,050,000
Oberoi Realty Ltd (Real Estate)
Equity, Since 31 May 23 | OBEROIRLTY		3%₹253 Cr1,696,181
↑ 637,668
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 24 | ADANIPORTS		3%₹241 Cr1,700,000
AIA Engineering Ltd (Industrials)
Equity, Since 28 Feb 21 | AIAENG		3%₹229 Cr574,561
↓ -37,559
Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 06 | KPIL		3%₹221 Cr1,931,967
↑ 20,847
IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Oct 24 | INDUSINDBK		3%₹217 Cr2,424,016
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 23 | RELIANCE		3%₹213 Cr1,529,725
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | AXISBANK		3%₹209 Cr1,527,307
↓ -156,250

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★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 25.92% (bottom quartile).
  • 3Y return: 32.18% (lower mid).
  • 1Y return: 33.14% (lower 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 (18 Feb 26) ₹68.86 ↑ 0.52   (0.76 %)
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 Jan 21₹10,000
31 Jan 22₹13,872
31 Jan 23₹15,622
31 Jan 24₹26,577
31 Jan 25₹29,948
31 Jan 26₹35,297

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 ₹570,326.
Net Profit of ₹270,326 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 17 Feb 26

DurationReturns
1 Month 2.6%
3 Month 3.1%
6 Month 11.2%
1 Year 33.1%
3 Year 32.2%
5 Year 25.9%
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 250.59 Yr.
Sagar Gandhi1 Jul 250.59 Yr.

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

Equity Sector Allocation
SectorValue
Industrials31.92%
Financial Services29.89%
Utility18.15%
Energy12.64%
Basic Materials4.19%
Consumer Cyclical1.08%
Asset Allocation
Asset ClassValue
Cash2.14%
Equity97.86%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN		9%₹139 Cr1,294,989
↓ -92,628
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL		9%₹135 Cr2,997,692
Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | INDIANB		7%₹106 Cr1,157,444
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | BPCL		7%₹99 Cr2,717,009
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL		6%₹87 Cr187,643
↓ -8,515
NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN		5%₹79 Cr9,129,820
Dredging Corp of India Ltd (Industrials)
Equity, Since 31 Jul 25 | DREDGECORP		5%₹73 Cr646,300
Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | BDL		5%₹69 Cr445,685
Bank of Baroda (Financial Services)
Equity, Since 30 Jun 21 | BANKBARODA		5%₹67 Cr2,244,222
NTPC Ltd (Utilities)
Equity, Since 31 May 19 | NTPC		4%₹64 Cr1,801,543

5. 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

  • Lower mid AUM (₹5,323 Cr).
  • Oldest track record among peers (21 yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 24.39% (bottom quartile).
  • 3Y return: 25.91% (bottom quartile).
  • 1Y return: 22.96% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.31 (bottom quartile).
  • Information ratio: 0.00 (upper mid).
  • Top sector: Industrials.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~98%).
  • Largest holding Larsen & Toubro Ltd (~5.1%).

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 (18 Feb 26) ₹326.36 ↑ 1.58   (0.49 %)
Net Assets (Cr) ₹5,323 on 31 Dec 25
Category Equity - Sectoral
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating ☆☆☆☆
Risk High
Expense Ratio 1.89
Sharpe Ratio -0.31
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 Jan 21₹10,000
31 Jan 22₹15,028
31 Jan 23₹16,816
31 Jan 24₹26,495
31 Jan 25₹30,221
31 Jan 26₹31,981

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 ₹556,833.
Net Profit of ₹256,833 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 17 Feb 26

DurationReturns
1 Month 5.3%
3 Month 2.1%
6 Month 4.6%
1 Year 23%
3 Year 25.9%
5 Year 24.4%
10 Year
15 Year
Since launch 17.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 -2.5%
2023 32.4%
2022 49%
2021 13.9%
2020 51.6%
2019 2.7%
2018 6.7%
2017 -17.2%
2016 47%
2015 4.1%
Fund Manager information for DSP India T.I.G.E.R Fund
NameSinceTenure
Rohit Singhania21 Jun 1015.63 Yr.

Data below for DSP India T.I.G.E.R Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Industrials30.23%
Basic Materials14.52%
Financial Services12.4%
Utility11.04%
Energy8.15%
Consumer Cyclical8.07%
Health Care5.75%
Communication Services3.2%
Technology1.66%
Real Estate1.57%
Consumer Defensive1.34%
Asset Allocation
Asset ClassValue
Cash2.08%
Equity97.92%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 04 | LT		5%₹267 Cr678,645
↓ -15,823
NTPC Ltd (Utilities)
Equity, Since 30 Nov 17 | NTPC		5%₹254 Cr7,145,883
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Dec 24 | APOLLOHOSP		4%₹197 Cr283,144
↑ 37,216
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 May 25 | MCX		3%₹172 Cr680,825
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL		3%₹160 Cr812,745
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Mar 24 | ONGC		3%₹153 Cr5,686,486
↑ 1,321,459
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jan 25 | POWERGRID		3%₹143 Cr5,567,574
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Oct 25 | HAL		3%₹141 Cr305,098
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG		3%₹136 Cr1,154,264
Coal India Ltd (Energy)
Equity, Since 31 Dec 23 | COALINDIA		2%₹119 Cr2,705,180
↓ -616,273

హై రిస్క్ ఇన్వెస్ట్‌మెంట్స్‌లో SIP మార్గాన్ని తీసుకోవడం ఎందుకు స్మార్ట్ ఛాయిస్?

ఒక సిస్టమాటిక్పెట్టుబడి ప్రణాళిక (SIP) మ్యూచువల్ ఫండ్స్‌లో, ముఖ్యంగా ఈక్విటీ ఫండ్స్‌లో సమర్థవంతమైన పెట్టుబడి విధానం. ఒక SIP అనుమతిస్తుందిపెట్టుబడిదారుడు పథకంలో స్థిరమైన మొత్తాన్ని క్రమం తప్పకుండా పెట్టుబడి పెట్టడానికి. SIPల యొక్క ముఖ్యమైన ప్రయోజనాల్లో ఒకటి, ఇది రూపాయి ధర సగటున సహాయపడుతుంది. మార్కెట్ పరిస్థితులతో సంబంధం లేకుండా మీరు నిర్దిష్ట కాల వ్యవధిలో క్రమం తప్పకుండా పెట్టుబడి పెట్టినప్పుడు, మార్కెట్ తక్కువగా ఉన్నప్పుడు ఎక్కువ యూనిట్లు మరియు మార్కెట్ ఎక్కువగా ఉన్నప్పుడు తక్కువ యూనిట్లు పొందుతారు. ఇది మీ మ్యూచువల్ ఫండ్ యూనిట్ల కొనుగోలు ధరను సగటున అంచనా వేస్తుంది.

ఇతర ప్రయోజనం ఏమిటంటేసమ్మేళనం యొక్క శక్తి. మీరు ఎక్కువ కాలం పెట్టుబడి పెట్టినప్పుడు మీ డబ్బు సమ్మిళితం కావడం ప్రారంభమవుతుంది. సేకరించబడిన కార్పస్ మార్కెట్లో తిరిగి పెట్టుబడి పెట్టబడుతుంది మరియు మీరు మీ పెట్టుబడి ద్వారా సంపాదించిన రాబడిపై రాబడిని పొందుతారు. సాధారణ చిన్న పెట్టుబడులతో మీ దీర్ఘకాలిక లక్ష్యాలను సాధించడంలో మీకు సహాయపడే పెద్ద కార్పస్‌ను నిర్మించడంలో ఇది సహాయపడుతుంది.

SIP యొక్క కొన్ని ఇతర ప్రయోజనాలు:

  • కనీస పెట్టుబడి INR 500తో ప్రారంభమవుతుంది
  • దీర్ఘకాలిక పొదుపు అలవాటును ఏర్పరుస్తుంది
  • దీర్ఘకాలిక ప్రమాదాన్ని తగ్గిస్తుంది
  • లక్ష్యాల వారీగా పెట్టుబడి పెట్టడంలో సహాయపడుతుంది

అధిక రిస్క్ మ్యూచువల్ ఫండ్స్‌లో ఎలా పెట్టుబడి పెట్టాలి?

  1. Fincash.comలో జీవితకాలం కోసం ఉచిత పెట్టుబడి ఖాతాను తెరవండి.

  2. మీ రిజిస్ట్రేషన్ మరియు KYC ప్రక్రియను పూర్తి చేయండి

  3. పత్రాలను అప్‌లోడ్ చేయండి (పాన్, ఆధార్, మొదలైనవి).మరియు, మీరు పెట్టుబడి పెట్టడానికి సిద్ధంగా ఉన్నారు!

    ప్రారంభించడానికి

Disclaimer:
ఇక్కడ అందించిన సమాచారం ఖచ్చితమైనదని నిర్ధారించడానికి అన్ని ప్రయత్నాలు చేయబడ్డాయి. అయినప్పటికీ, డేటా యొక్క ఖచ్చితత్వానికి సంబంధించి ఎటువంటి హామీలు ఇవ్వబడవు. దయచేసి ఏదైనా పెట్టుబడి పెట్టే ముందు పథకం సమాచార పత్రంతో ధృవీకరించండి.

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