Top 10 Best Growth Mutual Funds 2025 | Best Equity Mutual Funds

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Top 10 Best Growth Mutual Funds 2025 - 2026

Updated on March 9, 2025 , 14992 views

Looking for the best growth Mutual Funds to invest? Well, the most confusing stage for many investors is to choose one good fund. With a variety of schemes available today, investors often need guidance to add a fund that would give them the desired returns over the time. But, before moving on to a fund, one should understand what exactly are growth options.

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Investing Options in Mutual Funds

There are two options in Mutual Funds— growth & dividend. Under the growth option, all profits made by the fund are invested back into the scheme. And thus, an investor does not receive any intermediate payments in the form of dividend and bonus. An investor gets return only on selling the units, which is determined by the NAV (Net Asset Value) of the scheme.

In the growth option, the Power of Compounding works. Moreover, the NAV increases over a period of time, which, in turn, helps in giving more returns to the investors. This option is best suited for investors who are planning to invest for a longer period of time.

Coming to the dividend option, here an investor receives regular Income at periodic intervals in the form of a dividend. Whenever the NAV of the fund reaches a certain level, the fund distributes the profit to its investors as a dividend. Therefore, at the time of selling the units, the NAV of the fund does not change drastically. Also, the power of compounding is less in this option.

A dividend option in Mutual Fund is suitable for investors who are planning for a short-term investment or are looking for a regular income. Though, the frequency of dividends is not guaranteed and sometimes, the dividend is not declared throughout the year.

Best Growth Mutual Funds to Invest in India

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Principal Emerging Bluechip Fund Growth	₹183.316 ↑ 2.03	₹3,124	100	2.9	13.6	38.9	21.9	19.2
Motilal Oswal Multicap 35 Fund Growth	₹54.1618 ↑ 0.57	₹11,855	500	-16.4	-10.6	14.1	20.5	17.1	45.7
Franklin Asian Equity Fund Growth	₹28.332 ↓ -0.11	₹244	500	-2.5	2.7	12	2.2	4.4	14.4
Invesco India Growth Opportunities Fund Growth	₹82 ↑ 0.32	₹6,250	100	-16.7	-13.2	9.3	18.9	20	37.5
DSP BlackRock Equity Opportunities Fund Growth	₹550.104 ↑ 1.63	₹13,444	500	-12	-12.2	7.7	18.7	20.8	23.9
Sundaram Rural and Consumption Fund Growth	₹86.4668 ↑ 0.19	₹1,518	100	-12.9	-15.2	7.5	17	16.4	20.1
ICICI Prudential Banking and Financial Services Fund Growth	₹114.93 ↓ -0.85	₹9,046	100	-7.9	-6.4	7.5	14.5	14.6	11.6
Tata India Tax Savings Fund Growth	₹39.2588 ↑ 0.07	₹4,398	500	-14	-12.4	4.7	13.6	18.2	19.5
DSP BlackRock US Flexible Equity Fund Growth	₹54.2236 ↓ -1.69	₹920	500	-6.3	1.9	4.1	11.2	17.2	17.8
Mirae Asset India Equity Fund Growth	₹99.927 ↑ 0.01	₹37,845	1,000	-10.8	-11	3.8	10.4	16.1	12.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 21

1. Principal Emerging Bluechip Fund

The primary objective of the Scheme is to achieve long-term capital appreciation by investing in equity & equity related instruments of mid cap & small cap companies.

Principal Emerging Bluechip Fund is a Equity - Large & Mid Cap fund was launched on 12 Nov 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 24.8% since its launch. Ranked 1 in Large & Mid Cap category. .

Below is the key information for Principal Emerging Bluechip Fund

Principal Emerging Bluechip Fund Growth
Launch Date	12 Nov 08
NAV (31 Dec 21)	₹183.316 ↑ 2.03 (1.12 %)
Net Assets (Cr)	₹3,124 on 30 Nov 21
Category	Equity - Large & Mid Cap
AMC	Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	2.08
Sharpe Ratio	2.74
Information Ratio	0.22
Alpha Ratio	2.18
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-1 Years (1%),1 Years and above(NIL)
Sub Cat.	Large & Mid Cap

Growth of 10,000 investment over the years.

Date	Value
29 Feb 20	₹10,000
28 Feb 21	₹13,144

Principal Emerging Bluechip Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 Invest Now

Returns for Principal Emerging Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21

Duration	Returns
1 Month	2.9%
3 Month	2.9%
6 Month	13.6%
1 Year	38.9%
3 Year	21.9%
5 Year	19.2%
10 Year
15 Year
Since launch	24.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015

Fund Manager information for Principal Emerging Bluechip Fund

Name	Since	Tenure

Data below for Principal Emerging Bluechip Fund as on 30 Nov 21

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

2. Motilal Oswal Multicap 35 Fund

(Erstwhile Motilal Oswal MOSt Focused Multicap 35 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Multicap 35 Fund is a Equity - Multi Cap fund was launched on 28 Apr 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.8% since its launch. Ranked 5 in Multi Cap category. Return for 2024 was 45.7% , 2023 was 31% and 2022 was -3% .

Below is the key information for Motilal Oswal Multicap 35 Fund

Motilal Oswal Multicap 35 Fund Growth
Launch Date	28 Apr 14
NAV (11 Mar 25)	₹54.1618 ↑ 0.57 (1.07 %)
Net Assets (Cr)	₹11,855 on 31 Jan 25
Category	Equity - Multi Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	0.94
Sharpe Ratio	0.9
Information Ratio	0.49
Alpha Ratio	13.01
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)
Sub Cat.	Multi Cap

Growth of 10,000 investment over the years.

Date	Value
29 Feb 20	₹10,000
28 Feb 21	₹11,931
28 Feb 22	₹12,199
28 Feb 23	₹12,226
29 Feb 24	₹18,009
28 Feb 25	₹20,280

Motilal Oswal Multicap 35 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 Invest Now

Returns for Motilal Oswal Multicap 35 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21

Duration	Returns
1 Month	-2.7%
3 Month	-16.4%
6 Month	-10.6%
1 Year	14.1%
3 Year	20.5%
5 Year	17.1%
10 Year
15 Year
Since launch	16.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	45.7%
2023	31%
2022	-3%
2021	15.3%
2020	10.3%
2019	7.9%
2018	-7.8%
2017	43.1%
2016	8.5%
2015	14.6%

Fund Manager information for Motilal Oswal Multicap 35 Fund

Name	Since	Tenure
Ajay Khandelwal	1 Oct 24	0.41 Yr.
Niket Shah	1 Jul 22	2.67 Yr.
Santosh Singh	1 Aug 23	1.58 Yr.
Rakesh Shetty	22 Nov 22	2.27 Yr.
Atul Mehra	1 Oct 24	0.41 Yr.
Sunil Sawant	1 Jul 24	0.67 Yr.

Data below for Motilal Oswal Multicap 35 Fund as on 31 Jan 25

Equity Sector Allocation

Sector	Value
Consumer Cyclical	22.53%
Technology	21.94%
Industrials	18.17%
Financial Services	9.9%
Communication Services	9.17%
Health Care	1.79%

Asset Allocation

Asset Class	Value
Cash	20.96%
Equity	79.04%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Coforge Ltd (Technology) Equity, Since 31 May 23 \| COFORGE	9%	₹1,126 Cr	1,362,525 ↓ -77,475
Persistent Systems Ltd (Technology) Equity, Since 31 Mar 23 \| PERSISTENT	9%	₹1,084 Cr	1,796,350 ↓ -203,650
Polycab India Ltd (Industrials) Equity, Since 31 Jan 24 \| POLYCAB	9%	₹1,079 Cr	1,786,833 ↓ -13,167
Trent Ltd (Consumer Cyclical) Equity, Since 31 Jan 23 \| 500251	9%	₹1,056 Cr	1,835,546 ↑ 10,546
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 30 Sep 23 \| KALYANKJIL	7%	₹868 Cr	17,250,000
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Oct 24 \| M&M	6%	₹747 Cr	2,500,000 ↓ -750,000
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services) Equity, Since 30 Apr 24 \| 890157	5%	₹600 Cr	5,000,000
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 31 Mar 23 \| CHOLAFIN	5%	₹579 Cr	4,500,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 24 \| BHARTIARTL	4%	₹488 Cr	3,000,000
CG Power & Industrial Solutions Ltd (Industrials) Equity, Since 31 Jan 25 \| 500093	3%	₹413 Cr	6,500,000 ↑ 6,500,000

3. Franklin Asian Equity Fund

An open-end diversified equity fund that seeks to provide medium to long term appreciation through investments primarily in Asian Companies / sectors (excluding Japan) with long term potential across market capitalisation.

Franklin Asian Equity Fund is a Equity - Global fund was launched on 16 Jan 08. It is a fund with High risk and has given a CAGR/Annualized return of 6.3% since its launch. Ranked 1 in Global category. Return for 2024 was 14.4% , 2023 was 0.7% and 2022 was -14.5% .

Below is the key information for Franklin Asian Equity Fund

Franklin Asian Equity Fund Growth
Launch Date	16 Jan 08
NAV (11 Mar 25)	₹28.332 ↓ -0.11 (-0.40 %)
Net Assets (Cr)	₹244 on 31 Jan 25
Category	Equity - Global
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.5
Sharpe Ratio	1.02
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-3 Years (1%),3 Years and above(NIL)
Sub Cat.	Global

Growth of 10,000 investment over the years.

Date	Value
29 Feb 20	₹10,000
28 Feb 21	₹14,070
28 Feb 22	₹11,966
28 Feb 23	₹10,714
29 Feb 24	₹10,671
28 Feb 25	₹12,039

Franklin Asian Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹340,450.
Net Profit of ₹40,450 Invest Now

Returns for Franklin Asian 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 31 Dec 21

Duration	Returns
1 Month	-0.9%
3 Month	-2.5%
6 Month	2.7%
1 Year	12%
3 Year	2.2%
5 Year	4.4%
10 Year
15 Year
Since launch	6.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	14.4%
2023	0.7%
2022	-14.5%
2021	-5.9%
2020	25.8%
2019	28.2%
2018	-13.6%
2017	35.5%
2016	7.2%
2015	-4.6%

Fund Manager information for Franklin Asian Equity Fund

Name	Since	Tenure
Sandeep Manam	18 Oct 21	3.37 Yr.
Shyam Sriram	26 Sep 24	0.43 Yr.

Data below for Franklin Asian Equity Fund as on 31 Jan 25

Equity Sector Allocation

Sector	Value
Technology	26%
Consumer Cyclical	22.46%
Financial Services	22.32%
Consumer Defensive	7.08%
Industrials	7.01%
Communication Services	4.74%
Health Care	4.23%
Real Estate	2.86%
Basic Materials	1.25%

Asset Allocation

Asset Class	Value
Cash	2.05%
Equity	97.95%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Taiwan Semiconductor Manufacturing Co Ltd (Technology) Equity, Since 31 Mar 09 \| 2330	15%	₹36 Cr	122,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Mar 24 \| ICICIBANK	5%	₹13 Cr	103,868
Tencent Holdings Ltd (Communication Services) Equity, Since 31 Jul 14 \| 00700	5%	₹12 Cr	25,900 ↓ -2,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 24 \| HDFCBANK	4%	₹9 Cr	52,213
Samsung Electronics Co Ltd (Technology) Equity, Since 31 Mar 08 \| 005930	3%	₹7 Cr	23,765
Alibaba Group Holding Ltd Ordinary Shares (Consumer Cyclical) Equity, Since 31 Dec 20 \| 09988	3%	₹7 Cr	68,604
Indian Hotels Co Ltd (Consumer Cyclical) Equity, Since 30 Apr 23 \| 500850	3%	₹7 Cr	85,863
MediaTek Inc (Technology) Equity, Since 31 Aug 20 \| 2454	3%	₹7 Cr	17,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Mar 24 \| LT	3%	₹7 Cr	18,306
AIA Group Ltd (Financial Services) Equity, Since 31 Mar 12 \| 01299	3%	₹6 Cr	101,600 ↓ -10,200

4. Invesco India Growth Opportunities Fund

(Erstwhile Invesco India Growth Fund)

The investment objective of the Scheme is to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. However, there can be no assurance that the objectives of the scheme will be achieved.

Invesco India Growth Opportunities Fund is a Equity - Large & Mid Cap fund was launched on 9 Aug 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.7% since its launch. Ranked 6 in Large & Mid Cap category. Return for 2024 was 37.5% , 2023 was 31.6% and 2022 was -0.4% .

Below is the key information for Invesco India Growth Opportunities Fund

Invesco India Growth Opportunities Fund Growth
Launch Date	9 Aug 07
NAV (11 Mar 25)	₹82 ↑ 0.32 (0.39 %)
Net Assets (Cr)	₹6,250 on 31 Jan 25
Category	Equity - Large & Mid Cap
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	0.84
Information Ratio	0.37
Alpha Ratio	8.74
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-1 Years (1%),1 Years and above(NIL)
Sub Cat.	Large & Mid Cap

Growth of 10,000 investment over the years.

Date	Value
29 Feb 20	₹10,000
28 Feb 21	₹12,351
28 Feb 22	₹13,887
28 Feb 23	₹14,248
29 Feb 24	₹21,121
28 Feb 25	₹22,851

Invesco India Growth Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 Invest Now

Returns for Invesco India Growth Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21

Duration	Returns
1 Month	-3.3%
3 Month	-16.7%
6 Month	-13.2%
1 Year	9.3%
3 Year	18.9%
5 Year	20%
10 Year
15 Year
Since launch	12.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	37.5%
2023	31.6%
2022	-0.4%
2021	29.7%
2020	13.3%
2019	10.7%
2018	-0.2%
2017	39.6%
2016	3.3%
2015	3.8%

Fund Manager information for Invesco India Growth Opportunities Fund

Name	Since	Tenure
Aditya Khemani	9 Nov 23	1.31 Yr.
Amit Ganatra	21 Jan 22	3.11 Yr.

Data below for Invesco India Growth Opportunities Fund as on 31 Jan 25

Equity Sector Allocation

Sector	Value
Financial Services	27.46%
Consumer Cyclical	23.77%
Health Care	13.77%
Industrials	10.04%
Technology	8.91%
Real Estate	6.66%
Basic Materials	4.9%
Consumer Defensive	2.25%
Communication Services	1.96%

Asset Allocation

Asset Class	Value
Cash	0.27%
Equity	99.73%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Trent Ltd (Consumer Cyclical) Equity, Since 28 Feb 22 \| 500251	4%	₹278 Cr	483,608 ↑ 62,658
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 Mar 24 \| INDIGO	4%	₹265 Cr	612,171 ↑ 38,698
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 15 \| ICICIBANK	4%	₹260 Cr	2,077,721 ↑ 399,318
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 28 Feb 23 \| CHOLAFIN	4%	₹236 Cr	1,837,608 ↑ 217,790
Swiggy Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| SWIGGY	4%	₹220 Cr	5,292,395 ↑ 2,115,144
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 30 Nov 22 \| MAXHEALTH	3%	₹212 Cr	1,993,259
Zomato Ltd (Consumer Cyclical) Equity, Since 30 Jun 23 \| 543320	3%	₹202 Cr	9,152,597 ↑ 2,446,793
BSE Ltd (Financial Services) Equity, Since 31 Oct 23 \| BSE	3%	₹200 Cr	376,990
Dixon Technologies (India) Ltd (Technology) Equity, Since 30 Sep 22 \| DIXON	3%	₹195 Cr	130,340
L&T Finance Ltd (Financial Services) Equity, Since 30 Apr 24 \| LTF	3%	₹195 Cr	13,404,597 ↑ 949,280

5. DSP BlackRock Equity Opportunities Fund

(Erstwhile DSP BlackRock Opportunities Fund)

The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of large and midcap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized

DSP BlackRock Equity Opportunities Fund is a Equity - Large & Mid Cap fund was launched on 16 May 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.5% since its launch. Ranked 4 in Large & Mid Cap category. Return for 2024 was 23.9% , 2023 was 32.5% and 2022 was 4.4% .

Below is the key information for DSP BlackRock Equity Opportunities Fund

DSP BlackRock Equity Opportunities Fund Growth
Launch Date	16 May 00
NAV (11 Mar 25)	₹550.104 ↑ 1.63 (0.30 %)
Net Assets (Cr)	₹13,444 on 31 Jan 25
Category	Equity - Large & Mid Cap
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	0.63
Information Ratio	0.16
Alpha Ratio	4.23
Min Investment	1,000
Min SIP Investment	500
Exit Load	0-12 Months (1%),12 Months and above(NIL)
Sub Cat.	Large & Mid Cap

Growth of 10,000 investment over the years.

Date	Value
29 Feb 20	₹10,000
28 Feb 21	₹12,843
28 Feb 22	₹14,709
28 Feb 23	₹15,596
29 Feb 24	₹22,326
28 Feb 25	₹23,616

DSP BlackRock Equity Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644 Invest Now

Returns for DSP BlackRock Equity Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21

Duration	Returns
1 Month	-1.5%
3 Month	-12%
6 Month	-12.2%
1 Year	7.7%
3 Year	18.7%
5 Year	20.8%
10 Year
15 Year
Since launch	17.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	23.9%
2023	32.5%
2022	4.4%
2021	31.2%
2020	14.2%
2019	11.4%
2018	-9.2%
2017	40.1%
2016	11.2%
2015	6.1%

Fund Manager information for DSP BlackRock Equity Opportunities Fund

Name	Since	Tenure
Rohit Singhania	1 Jun 15	9.76 Yr.

Data below for DSP BlackRock Equity Opportunities Fund as on 31 Jan 25

Equity Sector Allocation

Sector	Value
Financial Services	32.76%
Basic Materials	10.92%
Consumer Cyclical	10.79%
Health Care	9.87%
Technology	7.57%
Industrials	6.88%
Energy	5.95%
Utility	4.51%
Consumer Defensive	4.17%
Communication Services	3.27%
Real Estate	1.13%

Asset Allocation

Asset Class	Value
Cash	2.18%
Equity	97.82%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 16 \| ICICIBANK	5%	₹637 Cr	5,087,254 ↓ -279,997
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 08 \| HDFCBANK	5%	₹620 Cr	3,647,782 ↓ -202,369
Axis Bank Ltd (Financial Services) Equity, Since 30 Sep 20 \| 532215	4%	₹520 Cr	5,272,691 ↑ 685,031
State Bank of India (Financial Services) Equity, Since 30 Jun 20 \| SBIN	3%	₹414 Cr	5,356,659 ↑ 769,911
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Oct 22 \| KOTAKBANK	3%	₹412 Cr	2,168,587 ↓ -334,046
Infosys Ltd (Technology) Equity, Since 28 Feb 18 \| INFY	2%	₹322 Cr	1,714,083
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 24 \| LT	2%	₹290 Cr	813,304 ↑ 118,185
Cipla Ltd (Healthcare) Equity, Since 30 Apr 23 \| 500087	2%	₹284 Cr	1,919,149 ↑ 93,780
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 30 Jun 22 \| HINDPETRO	2%	₹281 Cr	7,840,242 ↑ 372,472
Ipca Laboratories Ltd (Healthcare) Equity, Since 30 Sep 18 \| 524494	2%	₹274 Cr	1,901,164

6. Sundaram Rural and Consumption Fund

(Erstwhile Sundaram Rural India Fund)

The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity & equity related instruments of companies that are focusing on Rural India.

Sundaram Rural and Consumption Fund is a Equity - Sectoral fund was launched on 12 May 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.1% since its launch. Ranked 2 in Sectoral category. Return for 2024 was 20.1% , 2023 was 30.2% and 2022 was 9.3% .

Below is the key information for Sundaram Rural and Consumption Fund

Sundaram Rural and Consumption Fund Growth
Launch Date	12 May 06
NAV (11 Mar 25)	₹86.4668 ↑ 0.19 (0.23 %)
Net Assets (Cr)	₹1,518 on 31 Jan 25
Category	Equity - Sectoral
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	2.23
Sharpe Ratio	0.63
Information Ratio	-0.03
Alpha Ratio	0.8
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-12 Months (1%),12 Months and above(NIL)
Sub Cat.	Sectoral

Growth of 10,000 investment over the years.

Date	Value
29 Feb 20	₹10,000
28 Feb 21	₹11,448
28 Feb 22	₹13,007
28 Feb 23	₹13,929
29 Feb 24	₹18,860
28 Feb 25	₹20,135

Sundaram Rural and Consumption Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 Invest Now

Returns for Sundaram Rural and Consumption Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21

Duration	Returns
1 Month	-5.4%
3 Month	-12.9%
6 Month	-15.2%
1 Year	7.5%
3 Year	17%
5 Year	16.4%
10 Year
15 Year
Since launch	12.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	20.1%
2023	30.2%
2022	9.3%
2021	19.3%
2020	13.5%
2019	2.7%
2018	-7.8%
2017	38.7%
2016	21.1%
2015	6.3%

Fund Manager information for Sundaram Rural and Consumption Fund

Name	Since	Tenure
Ratish Varier	1 Jan 22	3.16 Yr.

Data below for Sundaram Rural and Consumption Fund as on 31 Jan 25

Equity Sector Allocation

Sector	Value
Consumer Cyclical	43.4%
Consumer Defensive	32.21%
Communication Services	12.27%
Health Care	2.81%
Financial Services	2.64%
Real Estate	1.64%
Basic Materials	1.46%

Asset Allocation

Asset Class	Value
Cash	3.57%
Equity	96.43%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 22 \| BHARTIARTL	10%	₹153 Cr	939,519
ITC Ltd (Consumer Defensive) Equity, Since 31 Jul 13 \| ITC	9%	₹134 Cr	2,991,251
Titan Co Ltd (Consumer Cyclical) Equity, Since 29 Feb 20 \| TITAN	7%	₹106 Cr	303,263
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Apr 22 \| M&M	7%	₹105 Cr	350,492
Hindustan Unilever Ltd (Consumer Defensive) Equity, Since 30 Apr 16 \| HINDUNILVR	6%	₹86 Cr	350,212
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Jul 12 \| MARUTI	5%	₹83 Cr	67,306
Zomato Ltd (Consumer Cyclical) Equity, Since 31 May 24 \| 543320	4%	₹66 Cr	3,000,962
United Spirits Ltd (Consumer Defensive) Equity, Since 31 Dec 18 \| UNITDSPR	4%	₹65 Cr	453,496
Safari Industries (India) Ltd (Consumer Cyclical) Equity, Since 28 Feb 22 \| 523025	4%	₹59 Cr	245,560
Trent Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| 500251	3%	₹50 Cr	86,291 ↑ 9,192

7. ICICI Prudential Banking and Financial Services Fund

ICICI Prudential Banking and Financial Services Fund is an Open-ended equity scheme that seeks to generate long-term capital appreciation to unitholders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. However, there can be no assurance that the investment objective of the Scheme will be realized.

ICICI Prudential Banking and Financial Services Fund is a Equity - Sectoral fund was launched on 22 Aug 08. It is a fund with High risk and has given a CAGR/Annualized return of 15.9% since its launch. Return for 2024 was 11.6% , 2023 was 17.9% and 2022 was 11.9% .

Below is the key information for ICICI Prudential Banking and Financial Services Fund

ICICI Prudential Banking and Financial Services Fund Growth
Launch Date	22 Aug 08
NAV (11 Mar 25)	₹114.93 ↓ -0.85 (-0.73 %)
Net Assets (Cr)	₹9,046 on 31 Jan 25
Category	Equity - Sectoral
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	1.98
Sharpe Ratio	0.59
Information Ratio	0.31
Alpha Ratio	-0.74
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-1 Years (1%),1 Years and above(NIL)
Sub Cat.	Sectoral

Growth of 10,000 investment over the years.

Date	Value
29 Feb 20	₹10,000
28 Feb 21	₹11,500
28 Feb 22	₹12,290
28 Feb 23	₹13,285
29 Feb 24	₹16,284
28 Feb 25	₹17,861

ICICI Prudential Banking and Financial Services Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 Invest Now

Returns for ICICI Prudential Banking and Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21

Duration	Returns
1 Month	-2.5%
3 Month	-7.9%
6 Month	-6.4%
1 Year	7.5%
3 Year	14.5%
5 Year	14.6%
10 Year
15 Year
Since launch	15.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	11.6%
2023	17.9%
2022	11.9%
2021	23.5%
2020	-5.5%
2019	14.5%
2018	-0.4%
2017	45.1%
2016	21.1%
2015	-7.2%

Fund Manager information for ICICI Prudential Banking and Financial Services Fund

Name	Since	Tenure
Roshan Chutkey	29 Jan 18	7.09 Yr.
Sharmila D’mello	30 Jun 22	2.67 Yr.

Data below for ICICI Prudential Banking and Financial Services Fund as on 31 Jan 25

Equity Sector Allocation

Sector	Value
Financial Services	90.46%
Industrials	0.16%
Technology	0.08%

Asset Allocation

Asset Class	Value
Cash	9.29%
Equity	90.71%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 08 \| HDFCBANK	20%	₹1,850 Cr	10,891,127 ↑ 377,676
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 08 \| ICICIBANK	19%	₹1,684 Cr	13,445,003 ↑ 538,520
Axis Bank Ltd (Financial Services) Equity, Since 28 Feb 19 \| 532215	8%	₹692 Cr	7,015,471 ↑ 625,000
State Bank of India (Financial Services) Equity, Since 31 Oct 08 \| SBIN	6%	₹505 Cr	6,538,064 ↑ 1,451,895
SBI Life Insurance Co Ltd (Financial Services) Equity, Since 30 Sep 17 \| SBILIFE	5%	₹457 Cr	3,077,155 ↑ 152,037
IndusInd Bank Ltd (Financial Services) Equity, Since 30 Apr 24 \| INDUSINDBK	5%	₹433 Cr	4,371,007 ↑ 463,500
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Jan 23 \| KOTAKBANK	4%	₹375 Cr	1,971,184 ↓ -600,000
HDFC Life Insurance Co Ltd (Financial Services) Equity, Since 30 Sep 23 \| HDFCLIFE	3%	₹283 Cr	4,439,146 ↑ 800,994
ICICI Lombard General Insurance Co Ltd (Financial Services) Equity, Since 30 Sep 19 \| ICICIGI	2%	₹202 Cr	1,084,898 ↓ -341,366
Max Financial Services Ltd (Financial Services) Equity, Since 31 Aug 19 \| 500271	2%	₹186 Cr	1,663,281

8. Tata India Tax Savings Fund

To provide medium to long term capital gains along with income tax relief to its Unitholders, while at all times emphasising the importance of capital appreciation..

Tata India Tax Savings Fund is a Equity - ELSS fund was launched on 13 Oct 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14% since its launch. Ranked 1 in ELSS category. Return for 2024 was 19.5% , 2023 was 24% and 2022 was 5.9% .

Below is the key information for Tata India Tax Savings Fund

Tata India Tax Savings Fund Growth
Launch Date	13 Oct 14
NAV (11 Mar 25)	₹39.2588 ↑ 0.07 (0.19 %)
Net Assets (Cr)	₹4,398 on 31 Jan 25
Category	Equity - ELSS
AMC	Tata Asset Management Limited
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	0
Sharpe Ratio	0.42
Information Ratio	-0.14
Alpha Ratio	1.91
Min Investment	500
Min SIP Investment	500
Exit Load	NIL
Sub Cat.	ELSS

Growth of 10,000 investment over the years.

Date	Value
29 Feb 20	₹10,000
28 Feb 21	₹12,766
28 Feb 22	₹14,740
28 Feb 23	₹15,561
29 Feb 24	₹20,463
28 Feb 25	₹20,965

Tata India Tax Savings Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 Invest Now

Returns for Tata India Tax Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21

Duration	Returns
1 Month	-3.2%
3 Month	-14%
6 Month	-12.4%
1 Year	4.7%
3 Year	13.6%
5 Year	18.2%
10 Year
15 Year
Since launch	14%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	19.5%
2023	24%
2022	5.9%
2021	30.4%
2020	11.9%
2019	13.6%
2018	-8.4%
2017	46%
2016	2.1%
2015	13.3%

Fund Manager information for Tata India Tax Savings Fund

Name	Since	Tenure
Sailesh Jain	16 Dec 21	3.21 Yr.
Tejas Gutka	9 Mar 21	3.98 Yr.

Data below for Tata India Tax Savings Fund as on 31 Jan 25

Equity Sector Allocation

Sector	Value
Financial Services	31.02%
Consumer Cyclical	15.05%
Industrials	14.96%
Technology	7.95%
Basic Materials	7.21%
Energy	5.19%
Communication Services	3.74%
Health Care	3.54%
Real Estate	2.78%
Utility	2.54%
Consumer Defensive	1.49%

Asset Allocation

Asset Class	Value
Cash	4.54%
Equity	95.46%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 28 Feb 10 \| HDFCBANK	7%	₹293 Cr	1,725,000
ICICI Bank Ltd (Financial Services) Equity, Since 30 Nov 16 \| ICICIBANK	6%	₹266 Cr	2,125,000
Infosys Ltd (Technology) Equity, Since 30 Sep 18 \| INFY	5%	₹218 Cr	1,160,000
Reliance Industries Ltd (Energy) Equity, Since 31 Jan 18 \| RELIANCE	4%	₹171 Cr	1,350,000
State Bank of India (Financial Services) Equity, Since 30 Nov 18 \| SBIN	4%	₹168 Cr	2,175,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 19 \| BHARTIARTL	3%	₹153 Cr	940,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Aug 18 \| 532215	3%	₹128 Cr	1,300,000
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 16 \| LT	3%	₹126 Cr	352,147
NTPC Ltd (Utilities) Equity, Since 30 Jun 21 \| 532555	3%	₹112 Cr	3,451,000
Pricol Ltd (Consumer Cyclical) Equity, Since 31 Jan 24 \| PRICOLLTD	2%	₹103 Cr	2,037,000

9. DSP BlackRock US Flexible Equity Fund

The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of BGF – USFEF. 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 money market/liquid schemes of DSP BlackRock 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. It shall be noted ‘similar overseas mutual fund schemes’ shall have investment objective, investment strategy and risk profile/consideration similar to those of BGF – USFEF.

DSP BlackRock US Flexible Equity Fund is a Equity - Global fund was launched on 3 Aug 12. It is a fund with High risk and has given a CAGR/Annualized return of 14.4% since its launch. Ranked 3 in Global category. Return for 2024 was 17.8% , 2023 was 22% and 2022 was -5.9% .

Below is the key information for DSP BlackRock US Flexible Equity Fund

DSP BlackRock US Flexible Equity Fund Growth
Launch Date	3 Aug 12
NAV (10 Mar 25)	₹54.2236 ↓ -1.69 (-3.02 %)
Net Assets (Cr)	₹920 on 31 Jan 25
Category	Equity - Global
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	1.54
Sharpe Ratio	1.52
Information Ratio	-0.45
Alpha Ratio	-0.9
Min Investment	1,000
Min SIP Investment	500
Exit Load	0-12 Months (1%),12 Months and above(NIL)
Sub Cat.	Global

Growth of 10,000 investment over the years.

Date	Value
29 Feb 20	₹10,000
28 Feb 21	₹14,303
28 Feb 22	₹16,131
28 Feb 23	₹16,866
29 Feb 24	₹20,702
28 Feb 25	₹23,404

DSP BlackRock US Flexible Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 Invest Now

Returns for DSP BlackRock US Flexible 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 31 Dec 21

Duration	Returns
1 Month	-12%
3 Month	-6.3%
6 Month	1.9%
1 Year	4.1%
3 Year	11.2%
5 Year	17.2%
10 Year
15 Year
Since launch	14.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	17.8%
2023	22%
2022	-5.9%
2021	24.2%
2020	22.6%
2019	27.5%
2018	-1.1%
2017	15.5%
2016	9.8%
2015	2.5%

Fund Manager information for DSP BlackRock US Flexible Equity Fund

Name	Since	Tenure
Jay Kothari	1 Mar 13	12.01 Yr.

Data below for DSP BlackRock US Flexible Equity Fund as on 31 Jan 25

Equity Sector Allocation

Sector	Value
Technology	33.34%
Financial Services	18.07%
Communication Services	11.59%
Consumer Cyclical	11.18%
Health Care	10.82%
Industrials	7.46%
Basic Materials	3.06%
Energy	2.48%

Asset Allocation

Asset Class	Value
Cash	1.98%
Equity	98%
Debt	0.02%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
BGF US Flexible Equity I2 Investment Fund \| -	99%	₹910 Cr	2,085,707
Treps / Reverse Repo Investments CBLO/Reverse Repo \| -	1%	₹12 Cr
Net Receivables/Payables Net Current Assets \| -	0%	-₹2 Cr

10. Mirae Asset India Equity Fund

(Erstwhile Mirae Asset India Opportunities Fund)

The investment objective of the scheme is to generate long term capital appreciation by capitalizing on potential investment opportunities through predominantly investing in equities, equity related securities.

Mirae Asset India Equity Fund is a Equity - Multi Cap fund was launched on 4 Apr 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.6% since its launch. Ranked 19 in Multi Cap category. Return for 2024 was 12.7% , 2023 was 18.4% and 2022 was 1.6% .

Below is the key information for Mirae Asset India Equity Fund

Mirae Asset India Equity Fund Growth
Launch Date	4 Apr 08
NAV (11 Mar 25)	₹99.927 ↑ 0.01 (0.01 %)
Net Assets (Cr)	₹37,845 on 31 Jan 25
Category	Equity - Multi Cap
AMC	Mirae Asset Global Inv (India) Pvt. Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.19
Sharpe Ratio	0.27
Information Ratio	-0.7
Alpha Ratio	-0.45
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-1 Years (1%),1 Years and above(NIL)
Sub Cat.	Multi Cap

Growth of 10,000 investment over the years.

Date	Value
29 Feb 20	₹10,000
28 Feb 21	₹12,872
28 Feb 22	₹14,769
28 Feb 23	₹15,159
29 Feb 24	₹18,840
28 Feb 25	₹19,368

Mirae Asset India Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 Invest Now

Returns for Mirae Asset India 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 31 Dec 21

Duration	Returns
1 Month	-2.6%
3 Month	-10.8%
6 Month	-11%
1 Year	3.8%
3 Year	10.4%
5 Year	16.1%
10 Year
15 Year
Since launch	14.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	12.7%
2023	18.4%
2022	1.6%
2021	27.7%
2020	13.7%
2019	12.7%
2018	-0.6%
2017	38.6%
2016	8.1%
2015	4.3%

Fund Manager information for Mirae Asset India Equity Fund

Name	Since	Tenure
Gaurav Misra	31 Jan 19	6.08 Yr.

Data below for Mirae Asset India Equity Fund as on 31 Jan 25

Equity Sector Allocation

Sector	Value
Financial Services	34.36%
Technology	12.81%
Consumer Cyclical	9.86%
Industrials	9.37%
Basic Materials	8.48%
Consumer Defensive	7.27%
Energy	5.33%
Health Care	4.01%
Communication Services	3.86%
Utility	3.14%
Real Estate	0.92%

Asset Allocation

Asset Class	Value
Cash	0.59%
Equity	99.41%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 28 Feb 09 \| HDFCBANK	10%	₹3,643 Cr	21,443,565
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	7%	₹2,727 Cr	21,763,754 ↓ -415,406
Infosys Ltd (Technology) Equity, Since 31 May 08 \| INFY	6%	₹2,394 Cr	12,733,584 ↓ -183,240
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 08 \| RELIANCE	5%	₹1,802 Cr	14,242,518
Tata Consultancy Services Ltd (Technology) Equity, Since 31 May 09 \| TCS	4%	₹1,470 Cr	3,575,191 ↓ -142,639
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Aug 10 \| BHARTIARTL	4%	₹1,461 Cr	8,986,530 ↓ -108,244
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 14 \| 532215	4%	₹1,456 Cr	14,768,985
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 12 \| LT	4%	₹1,376 Cr	3,856,728 ↓ -50,024
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Jul 15 \| KOTAKBANK	3%	₹1,056 Cr	5,552,471 ↓ -699,662
ITC Ltd (Consumer Defensive) Equity, Since 29 Feb 12 \| ITC	3%	₹1,047 Cr	23,391,560 ↑ 2,842,994

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