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Top High Risk High Return Mutual Funds 2025
In the world of Investing, there are investors who believe in high-risk high return investments. These are investments meant for investors who are willing to take a high-risk in order to earn higher returns. Some of the equity Mutual Funds are most suited for such plans. Though these funds are most affected by the Market Volatility, but the longer you stay invested, the higher are the possibilities to make good profits.
Let's look ways to find our these high risk funds to maximize wealth.
Smart Ways to Invest in High Risk Mutual Funds
A Systematic Investment plan (SIP) is an efficient mode of investment in Mutual Funds, especially in Equity Funds. A SIP allows an investor to invest a fixed amount regularly in the scheme. One of the important benefits of SIPs is that it helps in the rupee cost averaging. When you invest regularly over a period of time, regardless of the market conditions, you would get more units when the market is low and less units when the market is high. This averages out the purchase cost of your Mutual Fund units.
The other benefit is the Power of Compounding. Your money starts compounding when you invest for a longer period. The accumulated corpus is re-invested in the market and you earn returns on the returns earned by your investment. This helps in building a large corpus that could help you achieve your long-term goals with regular small investments.
Some of the other advantages of a SIP are:
- Minimum investment starts with INR 500
- Builds habit of long-term savings
- Reduces long-term risk
- Helps in goal-wise investing
Talk to our investment specialist
High Risk High Gain Investments in Mutual Funds FY 25 - 26
1. Sector Equity Funds
sector funds are a type of equity funds that invest in a particular sector like banking, pharma, infra, etc. Being a sector-specific, these funds are considered to be highly risky of all the equity funds. Sector funds can double or trouble your money, thus investors with a high-risk appetite should only prefer investing in sector funds. Investors planning to invest should have an in-depth knowledge of the sector/Industry that they wish to invest in.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) ICICI Prudential Banking and Financial Services Fund Growth ₹122.58
↑ 0.18 ₹8,843 1.5 -5.4 14.2 15.7 24.1 11.6 Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹55.79
↑ 0.04 ₹3,011 0.8 -6.5 11.3 15.7 23.5 8.7 Sundaram Rural and Consumption Fund Growth ₹88.8639
↓ -0.26 ₹1,398 -8.9 -16.4 9.3 17.6 23.1 20.1 Franklin Build India Fund Growth ₹129.008
↓ -0.27 ₹2,406 -7.1 -13.1 6.8 28 36.5 27.8 IDFC Infrastructure Fund Growth ₹45.942
↓ -0.12 ₹1,400 -11.2 -18 6.3 27.2 38 39.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Mar 25
2. Mid & Small Cap Funds
Mid and Small cap funds have gained a huge attention in the past few years. mid cap funds invest in companies that are of mid-sized and small cap invest in the stocks of start-up companies or firms that are small in size. Typically, mid-caps invest in companies that have a market cap of INR 500 Cr to INR 1000 Cr, whereas, small caps are typically defined as firms with a market cap of around INR 500 Crore. These funds are considered to be risky, thus investors with a high-risk appetite should only invest in these funds. But, since these funds invest in the most emerging businesses, they have the potential to deliver good returns. It is advisable for an investor to stay invested for a longer duration in these funds.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) SBI Small Cap Fund Growth ₹156.439
↓ -0.09 ₹28,453 -11.9 -16.9 5.4 15.9 30.8 24.1 Aditya Birla Sun Life Small Cap Fund Growth ₹75.6666
↓ -0.03 ₹4,054 -14 -18.3 4.6 14.3 30.3 21.5 L&T Emerging Businesses Fund Growth ₹72.5753
↓ -0.24 ₹13,334 -18.1 -19 4.3 17.8 37.3 28.5 Kotak Emerging Equity Scheme Growth ₹118.167
↓ -0.28 ₹43,941 -11.8 -13.8 15.3 19.1 32 33.6 Sundaram Mid Cap Fund Growth ₹1,235.09
↓ -5.26 ₹10,451 -10 -13.8 12.4 21.7 30.2 32 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Mar 25
3. Large Cap Funds
Large cap funds are the most popular in equity funds. These funds invest in the stocks of companies that are large in size. These are the firm that are well-established in the market and are the leaders in their industry. Historically, large-cap funds have delivered good returns. And, as these funds invest in big firms the risk is lower than that of mid & small cap funds.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) SBI Bluechip Fund Growth ₹86.5367
↓ -0.25 ₹46,140 -2 -9.6 8.2 13.4 23.8 12.5 Aditya Birla Sun Life Frontline Equity Fund Growth ₹488.52
↓ -1.62 ₹26,286 -3 -11.3 7.9 13.7 24.2 15.6 ICICI Prudential Bluechip Fund Growth ₹102.92
↓ -0.27 ₹60,177 -1.4 -9.6 7 16.8 26.5 16.9 Nippon India Large Cap Fund Growth ₹83.4739
↓ -0.46 ₹34,212 -3.6 -10 6.8 18.7 28.2 18.2 JM Core 11 Fund Growth ₹18.6313
↓ -0.11 ₹217 -9.4 -13.2 5.5 17.9 22.9 24.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Mar 25
4. Diversified Funds/Multi Cap Funds
Diversified Funds invest across market capitalization i.e., large cap, mid and small cap stocks. These funds have the flexibility to adapt their portfolios according to the market. They typically invest anywhere between 40-60% in large cap stocks, 10-40% in mid-cap stocks and about 10% in small-cap stocks. Sometimes, the exposure to small-caps may be very small or none at all.
It is said that diversified funds balance out the risk and reduce the volatility that usually comes with the stock investments. If one fund in the Portfolio fails to perform the others are there to balance out the returns. But nevertheless being an equity fund the risk still remains in 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. SBI PSU Fund is a Equity - Sectoral fund was launched on 7 Jul 10. It is a fund with High risk and has given a Below is the key information for SBI PSU Fund Returns up to 1 year are on To seek long-term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in or expected to benefit from growth and development of infrastructure. HDFC Infrastructure Fund is a Equity - Sectoral fund was launched on 10 Mar 08. It is a fund with High risk and has given a Below is the key information for HDFC Infrastructure Fund Returns up to 1 year are on 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. Invesco India PSU Equity Fund is a Equity - Sectoral fund was launched on 18 Nov 09. It is a fund with High risk and has given a Below is the key information for Invesco India PSU Equity Fund Returns up to 1 year are on 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. ICICI Prudential Infrastructure Fund is a Equity - Sectoral fund was launched on 31 Aug 05. It is a fund with High risk and has given a Below is the key information for ICICI Prudential Infrastructure Fund Returns up to 1 year are on (Erstwhile Reliance Diversified Power Sector Fund) The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies in the power sector. Nippon India Power and Infra Fund is a Equity - Sectoral fund was launched on 8 May 04. It is a fund with High risk and has given a Below is the key information for Nippon India Power and Infra Fund Returns up to 1 year are on (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. Motilal Oswal Midcap 30 Fund is a Equity - Mid Cap fund was launched on 24 Feb 14. It is a fund with Moderately High risk and has given a Below is the key information for Motilal Oswal Midcap 30 Fund Returns up to 1 year are on The Scheme seeks to achieve capital appreciation by investing in companies engaged directly or indirectly in infrastructure related activities. Franklin Build India Fund is a Equity - Sectoral fund was launched on 4 Sep 09. It is a fund with High risk and has given a Below is the key information for Franklin Build India Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Motilal Oswal Multicap 35 Fund Growth ₹57.0575
↓ -0.27 ₹11,172 -10 -10 18.4 21.9 23.7 45.7 Mirae Asset India Equity Fund Growth ₹104.645
↓ -0.38 ₹35,533 -2.7 -10.4 8.5 11.2 21.8 12.7 Kotak Standard Multicap Fund Growth ₹77.377
↓ -0.08 ₹45,433 -3.3 -9.8 8.3 14.9 23.6 16.5 BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 ₹588 -4.6 -2.6 19.3 17.3 13.6 IDFC Focused Equity Fund Growth ₹79.242
↓ -0.66 ₹1,595 -11.2 -11.6 11.5 14.7 22.1 30.3 Aditya Birla Sun Life Equity Fund Growth ₹1,652.23
↓ -0.42 ₹20,080 -3.3 -10.9 10.5 13.8 24.9 18.5 Principal Multi Cap Growth Fund Growth ₹348.569
↓ -0.82 ₹2,417 -6.6 -12.3 9.6 14.6 26.7 19.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Mar 25 1. SBI PSU Fund
CAGR/Annualized return of 7.7% since its launch. Ranked 31 in Sectoral category. Return for 2024 was 23.5% , 2023 was 54% and 2022 was 29% . SBI PSU Fund
Growth Launch Date 7 Jul 10 NAV (28 Mar 25) ₹29.9015 ↓ -0.05 (-0.16 %) Net Assets (Cr) ₹4,149 on 28 Feb 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆ Risk High Expense Ratio 2.3 Sharpe Ratio -0.57 Information Ratio -0.1 Alpha Ratio 3.02 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.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹11,312 28 Feb 22 ₹13,400 28 Feb 23 ₹15,401 29 Feb 24 ₹29,693 28 Feb 25 ₹27,741 Returns for SBI PSU Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 12.8% 3 Month -2.6% 6 Month -12.2% 1 Year 6% 3 Year 31.4% 5 Year 32.3% 10 Year 15 Year Since launch 7.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 23.5% 2022 54% 2021 29% 2020 32.4% 2019 -10% 2018 6% 2017 -23.8% 2016 21.9% 2015 16.2% 2014 -11.1% Fund Manager information for SBI PSU Fund
Name Since Tenure Rohit Shimpi 1 Jun 24 0.75 Yr. Data below for SBI PSU Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 35.72% Utility 24.32% Energy 17.09% Industrials 11.13% Basic Materials 6.29% Asset Allocation
Asset Class Value Cash 5.35% Equity 94.54% Debt 0.11% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 31 Jul 10 | SBIN15% ₹663 Cr 8,577,500 GAIL (India) Ltd (Utilities)
Equity, Since 31 May 24 | 5321559% ₹431 Cr 24,350,000
↑ 2,400,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jul 10 | 5328989% ₹428 Cr 14,185,554
↑ 900,000 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Jun 24 | BEL8% ₹374 Cr 12,775,000
↑ 800,000 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 5005476% ₹253 Cr 9,700,000 NMDC Ltd (Basic Materials)
Equity, Since 31 Oct 23 | 5263714% ₹184 Cr 27,900,000 NTPC Ltd (Utilities)
Equity, Since 31 Jul 10 | 5325554% ₹176 Cr 5,443,244 Bank of Baroda (Financial Services)
Equity, Since 31 Aug 24 | 5321344% ₹166 Cr 7,800,000 General Insurance Corp of India (Financial Services)
Equity, Since 31 May 24 | 5407553% ₹148 Cr 3,600,000 Oil India Ltd (Energy)
Equity, Since 31 Mar 24 | OIL3% ₹139 Cr 3,300,000 2. HDFC Infrastructure Fund
CAGR/Annualized return of since its launch. Ranked 26 in Sectoral category. Return for 2024 was 23% , 2023 was 55.4% and 2022 was 19.3% . HDFC Infrastructure Fund
Growth Launch Date 10 Mar 08 NAV (28 Mar 25) ₹43.275 ↓ -0.11 (-0.24 %) Net Assets (Cr) ₹2,105 on 28 Feb 25 Category Equity - Sectoral AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk High Expense Ratio 2.31 Sharpe Ratio -0.55 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹12,339 28 Feb 22 ₹14,687 28 Feb 23 ₹17,137 29 Feb 24 ₹31,152 28 Feb 25 ₹29,967 Returns for HDFC Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 9.3% 3 Month -7.4% 6 Month -13.9% 1 Year 4.9% 3 Year 29.9% 5 Year 36.8% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2023 23% 2022 55.4% 2021 19.3% 2020 43.2% 2019 -7.5% 2018 -3.4% 2017 -29% 2016 43.3% 2015 -1.9% 2014 -2.5% Fund Manager information for HDFC Infrastructure Fund
Name Since Tenure Srinivasan Ramamurthy 12 Jan 24 1.13 Yr. Dhruv Muchhal 22 Jun 23 1.69 Yr. Data below for HDFC Infrastructure Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Industrials 41.71% Financial Services 19.97% Basic Materials 11.11% Energy 7.53% Utility 6.76% Communication Services 3.67% Health Care 1.75% Technology 1% Real Estate 0.89% Consumer Cyclical 0.54% Asset Allocation
Asset Class Value Cash 3.98% Equity 94.91% Debt 1.11% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK7% ₹163 Cr 1,300,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT5% ₹125 Cr 350,000
↑ 20,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 23 | HDFCBANK5% ₹119 Cr 700,000 J Kumar Infraprojects Ltd (Industrials)
Equity, Since 31 Oct 15 | JKIL5% ₹110 Cr 1,500,000 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Jan 23 | KPIL3% ₹80 Cr 758,285 NTPC Ltd (Utilities)
Equity, Since 31 Dec 17 | 5325553% ₹71 Cr 2,200,000
↑ 115,875 Coal India Ltd (Energy)
Equity, Since 31 Oct 18 | COALINDIA3% ₹67 Cr 1,700,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 20 | BHARTIARTL3% ₹65 Cr 400,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Dec 21 | INDIGO3% ₹65 Cr 150,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 24 | RELIANCE3% ₹63 Cr 500,000 3. Invesco India PSU Equity Fund
CAGR/Annualized return of 12.1% since its launch. Ranked 33 in Sectoral category. Return for 2024 was 25.6% , 2023 was 54.5% and 2022 was 20.5% . Invesco India PSU Equity Fund
Growth Launch Date 18 Nov 09 NAV (28 Mar 25) ₹57.52 ↓ -0.09 (-0.16 %) Net Assets (Cr) ₹1,047 on 28 Feb 25 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 2.39 Sharpe Ratio -0.67 Information Ratio -0.53 Alpha Ratio 0.52 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.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹11,266 28 Feb 22 ₹13,191 28 Feb 23 ₹15,226 29 Feb 24 ₹28,692 28 Feb 25 ₹25,610 Returns for Invesco India PSU Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 16.6% 3 Month -4.9% 6 Month -14.5% 1 Year 4.6% 3 Year 29.7% 5 Year 31.4% 10 Year 15 Year Since launch 12.1% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 2.5% Fund Manager information for Invesco India PSU Equity Fund
Name Since Tenure Dhimant Kothari 19 May 20 4.79 Yr. Data below for Invesco India PSU Equity Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Industrials 30.21% Utility 24.02% Financial Services 19.87% Energy 18% Basic Materials 6.08% Asset Allocation
Asset Class Value Cash 1.83% Equity 98.17% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL9% ₹114 Cr 3,894,619
↓ -443,636 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 22 | 5328989% ₹109 Cr 3,599,413 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN8% ₹97 Cr 1,251,543 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | 5005477% ₹90 Cr 3,445,961 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 5003126% ₹75 Cr 2,868,783
↑ 1,206,383 NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN6% ₹68 Cr 5,911,723
↑ 521,208 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL5% ₹60 Cr 153,175
↑ 17,924 BEML Ltd (Industrials)
Equity, Since 31 Aug 23 | 5000485% ₹59 Cr 152,998 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Nov 23 | HINDPETRO5% ₹56 Cr 1,564,169 National Aluminium Co Ltd (Basic Materials)
Equity, Since 31 Aug 24 | 5322344% ₹53 Cr 2,604,332 4. ICICI Prudential Infrastructure Fund
CAGR/Annualized return of 15.9% since its launch. Ranked 27 in Sectoral category. Return for 2024 was 27.4% , 2023 was 44.6% and 2022 was 28.8% . ICICI Prudential Infrastructure Fund
Growth Launch Date 31 Aug 05 NAV (28 Mar 25) ₹178.42 ↓ -0.23 (-0.13 %) Net Assets (Cr) ₹6,886 on 28 Feb 25 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk High Expense Ratio 2.22 Sharpe Ratio -0.25 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.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹13,597 28 Feb 22 ₹17,702 28 Feb 23 ₹21,851 29 Feb 24 ₹35,616 28 Feb 25 ₹36,176 Returns for ICICI Prudential Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 9.1% 3 Month -4.3% 6 Month -12% 1 Year 8.1% 3 Year 29.5% 5 Year 40.9% 10 Year 15 Year Since launch 15.9% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 -3.4% Fund Manager information for ICICI Prudential Infrastructure Fund
Name Since Tenure Ihab Dalwai 3 Jun 17 7.75 Yr. Sharmila D’mello 30 Jun 22 2.67 Yr. Data below for ICICI Prudential Infrastructure Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Industrials 37.53% Basic Materials 21.32% Financial Services 16.4% Utility 8.67% Energy 6.7% Communication Services 1.27% Consumer Cyclical 1.01% Real Estate 0.39% Asset Allocation
Asset Class Value Cash 6.12% Equity 93.3% Debt 0.59% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT9% ₹687 Cr 1,925,850
↑ 221,167 Shree Cement Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 5003874% ₹302 Cr 108,747
↑ 13,090 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 24 | ADANIPORTS4% ₹296 Cr 2,695,324
↑ 955,233 NCC Ltd (Industrials)
Equity, Since 31 Aug 21 | NCC4% ₹265 Cr 10,506,117
↑ 2,958,417 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | ICICIBANK3% ₹249 Cr 1,990,000 NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 5325553% ₹235 Cr 7,260,775
↓ -450,000 Vedanta Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 5002953% ₹213 Cr 4,823,662
↑ 1,000,935 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | HDFCBANK3% ₹208 Cr 1,225,000
↑ 200,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 28 Feb 23 | INDIGO3% ₹206 Cr 477,106
↑ 20,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 23 | RELIANCE3% ₹204 Cr 1,609,486 5. Nippon India Power and Infra Fund
CAGR/Annualized return of 18% since its launch. Ranked 13 in Sectoral category. Return for 2024 was 26.9% , 2023 was 58% and 2022 was 10.9% . Nippon India Power and Infra Fund
Growth Launch Date 8 May 04 NAV (28 Mar 25) ₹318.077 ↓ -0.65 (-0.20 %) Net Assets (Cr) ₹6,125 on 28 Feb 25 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 2.05 Sharpe Ratio -0.55 Information Ratio 1.03 Alpha Ratio 1.38 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.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹13,579 28 Feb 22 ₹16,253 28 Feb 23 ₹19,189 29 Feb 24 ₹34,107 28 Feb 25 ₹31,913 Returns for Nippon India Power and Infra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 12% 3 Month -8.5% 6 Month -17% 1 Year 2.8% 3 Year 29.4% 5 Year 37.8% 10 Year 15 Year Since launch 18% Historical performance (Yearly) on absolute basis
Year Returns 2023 26.9% 2022 58% 2021 10.9% 2020 48.9% 2019 10.8% 2018 -2.9% 2017 -21.1% 2016 61.7% 2015 0.1% 2014 0.3% Fund Manager information for Nippon India Power and Infra Fund
Name Since Tenure Kinjal Desai 25 May 18 6.77 Yr. Rahul Modi 19 Aug 24 0.53 Yr. Data below for Nippon India Power and Infra Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Industrials 42.76% Utility 17.64% Basic Materials 9.73% Energy 7.95% Communication Services 7.7% Real Estate 3.94% Consumer Cyclical 3.24% Technology 2.27% Health Care 2.04% Financial Services 1.81% Asset Allocation
Asset Class Value Cash 0.91% Equity 99.09% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT8% ₹532 Cr 1,492,001
↓ -205,000 NTPC Ltd (Utilities)
Equity, Since 31 May 09 | 5325557% ₹499 Cr 15,400,000
↑ 1,400,001 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE7% ₹474 Cr 3,750,000
↑ 200,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL6% ₹423 Cr 2,600,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 5325384% ₹276 Cr 240,038
↓ -29,962 Tata Power Co Ltd (Utilities)
Equity, Since 30 Apr 23 | 5004003% ₹236 Cr 6,475,789
↑ 1,511,030 Carborundum Universal Ltd (Industrials)
Equity, Since 30 Sep 23 | CARBORUNIV3% ₹214 Cr 1,800,000 Siemens Ltd (Industrials)
Equity, Since 31 May 21 | 5005503% ₹213 Cr 350,000 Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Nov 22 | KAYNES3% ₹203 Cr 423,938
↓ -68,266 Container Corporation of India Ltd (Industrials)
Equity, Since 31 Aug 22 | CONCOR3% ₹195 Cr 2,500,000 6. Motilal Oswal Midcap 30 Fund
CAGR/Annualized return of 22.2% since its launch. Ranked 27 in Mid Cap category. Return for 2024 was 57.1% , 2023 was 41.7% and 2022 was 10.7% . Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (28 Mar 25) ₹92.6273 ↓ -0.65 (-0.70 %) Net Assets (Cr) ₹23,704 on 28 Feb 25 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 0.66 Sharpe Ratio 0.43 Information Ratio 0.72 Alpha Ratio 16.87 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.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹11,725 28 Feb 22 ₹15,686 28 Feb 23 ₹18,295 29 Feb 24 ₹27,817 28 Feb 25 ₹32,165 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 4.5% 3 Month -16.7% 6 Month -13.9% 1 Year 16.9% 3 Year 28.3% 5 Year 36.7% 10 Year 15 Year Since launch 22.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 57.1% 2022 41.7% 2021 10.7% 2020 55.8% 2019 9.3% 2018 9.7% 2017 -12.7% 2016 30.8% 2015 5.2% 2014 16.5% Fund Manager information for Motilal Oswal Midcap 30 Fund
Name Since Tenure Ajay Khandelwal 1 Oct 24 0.41 Yr. Niket Shah 1 Jul 20 4.67 Yr. Rakesh Shetty 22 Nov 22 2.27 Yr. Sunil Sawant 1 Jul 24 0.67 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Technology 34.2% Consumer Cyclical 16.45% Industrials 14.08% Health Care 4.4% Communication Services 3.36% Utility 2.23% Real Estate 1.95% Financial Services 1.73% Asset Allocation
Asset Class Value Cash 24.38% Equity 75.62% Top Securities Holdings / Portfolio
Name Holding Value Quantity Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT10% ₹2,413 Cr 4,000,000
↑ 750,000 Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE10% ₹2,355 Cr 2,850,000
↑ 155,000 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL7% ₹1,761 Cr 35,000,100
↑ 1,750,100 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | 5002516% ₹1,507 Cr 2,620,200
↓ -379,800 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON6% ₹1,499 Cr 1,000,000
↑ 700,130 Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB5% ₹1,117 Cr 1,850,000
↓ -1,400,000 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | MAXHEALTH3% ₹855 Cr 8,056,130
↑ 556,130 Bharti Hexacom Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIHEXA3% ₹823 Cr 6,075,571
↑ 816,804 One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 5433963% ₹776 Cr 10,001,000
↑ 1,000 Oracle Financial Services Software Ltd (Technology)
Equity, Since 31 Dec 24 | OFSS3% ₹699 Cr 766,376
↓ -30,591 7. Franklin Build India Fund
CAGR/Annualized return of 17.9% since its launch. Ranked 4 in Sectoral category. Return for 2024 was 27.8% , 2023 was 51.1% and 2022 was 11.2% . Franklin Build India Fund
Growth Launch Date 4 Sep 09 NAV (28 Mar 25) ₹129.008 ↓ -0.27 (-0.21 %) Net Assets (Cr) ₹2,406 on 28 Feb 25 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.13 Sharpe Ratio -0.41 Information Ratio 0 Alpha Ratio 0 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.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹13,297 28 Feb 22 ₹16,088 28 Feb 23 ₹18,350 29 Feb 24 ₹31,512 28 Feb 25 ₹30,972 Returns for Franklin Build India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 9.4% 3 Month -7.1% 6 Month -13.1% 1 Year 6.8% 3 Year 28% 5 Year 36.5% 10 Year 15 Year Since launch 17.9% Historical performance (Yearly) on absolute basis
Year Returns 2023 27.8% 2022 51.1% 2021 11.2% 2020 45.9% 2019 5.4% 2018 6% 2017 -10.7% 2016 43.3% 2015 8.4% 2014 2.1% Fund Manager information for Franklin Build India Fund
Name Since Tenure Ajay Argal 18 Oct 21 3.37 Yr. Kiran Sebastian 7 Feb 22 3.06 Yr. Sandeep Manam 18 Oct 21 3.37 Yr. Data below for Franklin Build India Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Industrials 37.8% Financial Services 12.39% Utility 11.4% Energy 10.96% Communication Services 7.6% Basic Materials 7.09% Consumer Cyclical 3.4% Real Estate 2.85% Technology 2% Asset Allocation
Asset Class Value Cash 4.19% Equity 95.81% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT10% ₹257 Cr 720,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK6% ₹150 Cr 1,200,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE5% ₹133 Cr 1,050,000
↑ 170,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO5% ₹130 Cr 300,000
↑ 65,000 NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 5325555% ₹127 Cr 3,930,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 5003124% ₹118 Cr 4,500,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL4% ₹115 Cr 710,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 5328984% ₹102 Cr 3,365,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5322153% ₹89 Cr 900,000 NCC Ltd (Industrials)
Equity, Since 31 Aug 23 | NCC3% ₹78 Cr 3,100,000
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