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ఫిన్‌క్యాష్ »మ్యూచువల్ ఫండ్స్ »హై రిస్క్ హై రిటర్న్ ఫండ్స్

టాప్ హై రిస్క్ హై రిటర్న్ మ్యూచువల్ ఫండ్స్ 2022

Updated on February 19, 2025 , 28171 views

ప్రపంచంలోపెట్టుబడి పెడుతున్నారు, అధిక రిస్క్ ఉన్న అధిక రాబడి పెట్టుబడులను నమ్మే పెట్టుబడిదారులు ఉన్నారు. ఇవి అధిక రాబడిని సంపాదించడానికి అధిక-రిస్క్ తీసుకోవడానికి ఇష్టపడే పెట్టుబడిదారుల కోసం ఉద్దేశించిన పెట్టుబడులు. ఈక్విటీలో కొంతమ్యూచువల్ ఫండ్స్ అటువంటి ప్రణాళికలకు అత్యంత అనుకూలమైనవి. ఈ నిధులు ఎక్కువగా ప్రభావితం అయినప్పటికీసంత అస్థిరత, కానీ మీరు ఎంత ఎక్కువ కాలం పెట్టుబడి పెట్టారో, మంచి లాభాలు పొందే అవకాశాలు ఎక్కువగా ఉంటాయి.

High-risk-high-return

సంపదను పెంచుకోవడానికి మా ఈ హై రిస్క్ ఫండ్‌లను కనుగొనే మార్గాలను చూద్దాం.

అధిక రిస్క్ మ్యూచువల్ ఫండ్స్‌లో పెట్టుబడి పెట్టడానికి స్మార్ట్ మార్గాలు

ఒక సిస్టమాటిక్పెట్టుబడి ప్రణాళిక (SIP) అనేది మ్యూచువల్ ఫండ్స్‌లో, ముఖ్యంగా ఇన్వెస్ట్‌మెంట్ యొక్క సమర్థవంతమైన మోడ్ఈక్విటీ ఫండ్స్. 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

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మ్యూచువల్ ఫండ్స్ FY 22 - 23లో అధిక రిస్క్ అధిక లాభాలు పొందే పెట్టుబడులు

1. సెక్టార్ ఈక్విటీ ఫండ్స్

రంగ నిధులు బ్యాంకింగ్, ఫార్మా, ఇన్‌ఫ్రా మొదలైన నిర్దిష్ట రంగంలో పెట్టుబడి పెట్టే ఒక రకమైన ఈక్విటీ ఫండ్‌లు. సెక్టార్-నిర్దిష్టమైనందున, ఈ ఫండ్‌లు అన్ని ఈక్విటీ ఫండ్‌ల కంటే అత్యంత ప్రమాదకరమైనవిగా పరిగణించబడతాయి. సెక్టార్ ఫండ్స్ మీ డబ్బును రెట్టింపు చేయవచ్చు లేదా ఇబ్బంది పెట్టవచ్చు, తద్వారా పెట్టుబడిదారులు అధిక-అపాయకరమైన ఆకలి సెక్టార్ ఫండ్స్‌లో పెట్టుబడి పెట్టడానికి మాత్రమే ప్రాధాన్యత ఇవ్వాలి. పెట్టుబడి పెట్టాలనుకునే పెట్టుబడిదారులు వారు పెట్టుబడి పెట్టాలనుకునే రంగం/పరిశ్రమ గురించి లోతైన అవగాహన కలిగి ఉండాలి.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
ICICI Prudential Banking and Financial Services Fund Growth ₹117.5
↓ -0.49
₹9,046-1.5-2.410.612.411.111.6
Sundaram Rural and Consumption Fund Growth ₹89.1983
↓ -0.94
₹1,518-5.7-8.710.216.814.620.1
IDFC Infrastructure Fund Growth ₹43.411
↓ -0.19
₹1,641-12.2-22.64.523.825.339.3
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹52.34
↓ -0.21
₹3,101-3.7-6.13.611.7118.7
Franklin Build India Fund Growth ₹123.049
↓ -0.36
₹2,659-9.3-152.925.324.527.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Feb 25

2. మిడ్ & స్మాల్ క్యాప్ ఫండ్స్

మధ్య మరియుస్మాల్ క్యాప్ ఫండ్స్ గత కొన్ని సంవత్సరాలుగా భారీ దృష్టిని ఆకర్షించాయి.మిడ్ క్యాప్ ఫండ్స్ మధ్య-పరిమాణం మరియు చిన్న క్యాప్ ఉన్న కంపెనీలలో పెట్టుబడి పెట్టండి, స్టార్టప్ కంపెనీలు లేదా చిన్న పరిమాణంలో ఉన్న సంస్థల స్టాక్‌లలో పెట్టుబడి పెట్టండి. సాధారణంగా, మిడ్-క్యాప్‌లు INR 500 Cr నుండి INR 1000 Cr మార్కెట్ క్యాప్ కలిగి ఉన్న కంపెనీలలో పెట్టుబడి పెడతాయి, అయితే, స్మాల్ క్యాప్‌లు సాధారణంగా INR 500 కోట్ల మార్కెట్ క్యాప్ కలిగిన సంస్థలుగా నిర్వచించబడతాయి. ఈ ఫండ్‌లు ప్రమాదకరమైనవిగా పరిగణించబడతాయి, అందువల్ల అధిక-రిస్క్ ఆకలి ఉన్న పెట్టుబడిదారులు ఈ ఫండ్‌లలో మాత్రమే పెట్టుబడి పెట్టాలి. కానీ, ఈ ఫండ్స్ అత్యంత అభివృద్ధి చెందుతున్న వ్యాపారాలలో పెట్టుబడి పెట్టడం వలన, అవి మంచి రాబడిని అందించే సామర్థ్యాన్ని కలిగి ఉంటాయి. పెట్టుబడిదారుడు ఈ ఫండ్స్‌లో ఎక్కువ కాలం పెట్టుబడి పెట్టడం మంచిది.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
SBI Small Cap Fund Growth ₹151.86
↓ -0.47
₹31,227-11.8-16.21.41521.424.1
L&T Emerging Businesses Fund Growth ₹71.6233
↓ -0.47
₹17,386-14.4-17.2-0.318.425.228.5
Aditya Birla Sun Life Small Cap Fund Growth ₹72.9788
↓ -0.38
₹4,585-13.7-18.1-1.412.917.921.5
Kotak Emerging Equity Scheme Growth ₹114.959
↓ -1.28
₹49,092-10.5-12.812.818.521.433.6
Sundaram Mid Cap Fund Growth ₹1,190.03
↓ -14.40
₹11,638-9.6-12.48.820.81932
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Feb 25

3. లార్జ్ క్యాప్ ఫండ్స్

లార్జ్ క్యాప్ ఫండ్స్ ఈక్విటీ ఫండ్స్‌లో అత్యంత ప్రజాదరణ పొందినవి. ఈ ఫండ్స్ పెద్ద పరిమాణంలో ఉన్న కంపెనీల స్టాక్‌లలో పెట్టుబడి పెడతాయి. ఇవి మార్కెట్‌లో బాగా స్థిరపడిన మరియు వారి పరిశ్రమలో అగ్రగామిగా ఉన్న సంస్థ. చారిత్రాత్మకంగా, లార్జ్ క్యాప్ ఫండ్స్ మంచి రాబడిని అందించాయి. మరియు, ఈ ఫండ్స్ పెద్ద సంస్థలలో పెట్టుబడి పెట్టడం వలన రిస్క్ మిడ్ & స్మాల్ క్యాప్ ఫండ్ల కంటే తక్కువగా ఉంటుంది.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
SBI Bluechip Fund Growth ₹83.5283
↓ -0.45
₹49,128-3.6-7.87.8121512.5
ICICI Prudential Bluechip Fund Growth ₹99.57
↓ -0.57
₹63,297-3.2-7.56.315.217.616.9
Nippon India Large Cap Fund Growth ₹80.8213
↓ -0.45
₹35,667-4.1-8.66.317.717.918.2
Aditya Birla Sun Life Frontline Equity Fund Growth ₹472.76
↓ -3.16
₹28,081-4.1-9612.315.215.6
JM Core 11 Fund Growth ₹17.9378
↓ -0.04
₹228-9-14.72161324.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Feb 25

4. డైవర్సిఫైడ్ ఫండ్స్/మల్టీ క్యాప్ ఫండ్స్

డైవర్సిఫైడ్ ఫండ్స్ మార్కెట్ క్యాపిటలైజేషన్ అంటే లార్జ్ క్యాప్, మిడ్ మరియు స్మాల్ క్యాప్ స్టాక్‌లలో పెట్టుబడి పెట్టండి. ఈ ఫండ్‌లు తమ పోర్ట్‌ఫోలియోలను మార్కెట్‌కు అనుగుణంగా మార్చుకునే వెసులుబాటును కలిగి ఉంటాయి. వారు సాధారణంగా పెద్ద క్యాప్ స్టాక్‌లలో 40-60%, మిడ్-క్యాప్ స్టాక్‌లలో 10-40% మరియు స్మాల్-క్యాప్ స్టాక్‌లలో 10% మధ్య పెట్టుబడి పెడతారు. కొన్నిసార్లు, స్మాల్-క్యాప్‌లకు గురికావడం చాలా తక్కువగా ఉండవచ్చు లేదా అస్సలు ఉండకపోవచ్చు.

డైవర్సిఫైడ్ ఫండ్స్ రిస్క్‌ను బ్యాలెన్స్ చేస్తాయని మరియు సాధారణంగా స్టాక్ పెట్టుబడులతో వచ్చే అస్థిరతను తగ్గిస్తుందని చెప్పబడింది. పోర్ట్‌ఫోలియోలోని ఒక ఫండ్ పనితీరులో విఫలమైతే, మిగిలినవి రాబడిని బ్యాలెన్స్ చేయడానికి ఉన్నాయి. అయితే ఈక్విటీ ఫండ్ అయినప్పటికి రిస్క్ ఫండ్‌లోనే ఉంటుంది.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Motilal Oswal Multicap 35 Fund Growth ₹54.876
↓ -0.51
₹11,855-7.4-4.718.518.914.645.7
Kotak Standard Multicap Fund Growth ₹74.268
↓ -0.49
₹49,112-4.1-9.5713.214.216.5
Mirae Asset India Equity Fund  Growth ₹101.586
↓ -0.36
₹37,845-3.4-8.16.29.813.312.7
BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01
₹588-4.6-2.619.317.313.6
IDFC Focused Equity Fund Growth ₹78.816
↓ -0.46
₹1,717-6.4-5.210.914.114.130.3
Aditya Birla Sun Life Equity Fund Growth ₹1,588.68
↓ -12.91
₹21,417-4.8-8.5712.814.918.5
JM Multicap Fund Growth ₹90.3133
↓ -0.90
₹5,255-9-15.85.921.120.333.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Feb 25

1. SBI PSU Fund

The objective of the scheme would be to provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks of domestic Public Sector Undertakings and in debt and money market instruments issued by PSUs AND others.

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 CAGR/Annualized return of 7.3% since its launch.  Ranked 31 in Sectoral category.  Return for 2024 was 23.5% , 2023 was 54% and 2022 was 29% .

Below is the key information for SBI PSU Fund

SBI PSU Fund
Growth
Launch Date 7 Jul 10
NAV (21 Feb 25) ₹27.9242 ↓ -0.30   (-1.06 %)
Net Assets (Cr) ₹4,543 on 31 Jan 25
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.3
Sharpe Ratio 0.1
Information Ratio -0.26
Alpha Ratio -1.58
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 20₹10,000
31 Jan 21₹8,894
31 Jan 22₹13,035
31 Jan 23₹15,179
31 Jan 24₹26,710
31 Jan 25₹28,676

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 ₹518,033.
Net Profit of ₹218,033
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 21 Feb 25

DurationReturns
1 Month -6.2%
3 Month -8.1%
6 Month -18.2%
1 Year -3.2%
3 Year 29.5%
5 Year 22%
10 Year
15 Year
Since launch 7.3%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Rohit Shimpi1 Jun 240.67 Yr.

Data below for SBI PSU Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Financial Services36.22%
Utility23.69%
Energy17.81%
Industrials10.74%
Basic Materials6.34%
Asset Allocation
Asset ClassValue
Cash5.09%
Equity94.81%
Debt0.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Jul 10 | SBIN
15%₹682 Cr8,577,500
↑ 300,000
GAIL (India) Ltd (Utilities)
Equity, Since 31 May 24 | 532155
9%₹419 Cr21,950,000
↑ 1,200,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jul 10 | 532898
9%₹410 Cr13,285,554
↑ 700,000
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Jun 24 | BEL
8%₹351 Cr11,975,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 500547
6%₹284 Cr9,700,000
↑ 800,000
Bank of Baroda (Financial Services)
Equity, Since 31 Aug 24 | 532134
4%₹188 Cr7,800,000
NMDC Ltd (Basic Materials)
Equity, Since 31 Oct 23 | 526371
4%₹184 Cr27,900,000
NTPC Ltd (Utilities)
Equity, Since 31 Jul 10 | 532555
4%₹181 Cr5,443,244
General Insurance Corp of India (Financial Services)
Equity, Since 31 May 24 | GICRE
3%₹160 Cr3,600,000
Oil India Ltd (Energy)
Equity, Since 31 Mar 24 | OIL
3%₹142 Cr3,300,000
↑ 1,000,000

2. 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.

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 CAGR/Annualized return of 15.7% since its launch.  Ranked 27 in Sectoral category.  Return for 2024 was 27.4% , 2023 was 44.6% and 2022 was 28.8% .

Below is the key information for ICICI Prudential Infrastructure Fund

ICICI Prudential Infrastructure Fund
Growth
Launch Date 31 Aug 05
NAV (21 Feb 25) ₹170.62 ↓ -0.37   (-0.22 %)
Net Assets (Cr) ₹7,435 on 31 Jan 25
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.22
Sharpe Ratio 0.64
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 20₹10,000
31 Jan 21₹10,385
31 Jan 22₹16,659
31 Jan 23₹19,888
31 Jan 24₹30,973
31 Jan 25₹35,717

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 ₹612,552.
Net Profit of ₹312,552
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 21 Feb 25

DurationReturns
1 Month -4.3%
3 Month -5.5%
6 Month -10.8%
1 Year 6.1%
3 Year 28.1%
5 Year 28.2%
10 Year
15 Year
Since launch 15.7%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Ihab Dalwai3 Jun 177.67 Yr.
Sharmila D’mello30 Jun 222.59 Yr.

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

Equity Sector Allocation
SectorValue
Industrials36.99%
Basic Materials18.93%
Financial Services16.99%
Utility10.73%
Energy7.04%
Communication Services1.26%
Consumer Cyclical1.11%
Real Estate0.75%
Asset Allocation
Asset ClassValue
Cash5.59%
Equity93.78%
Debt0.63%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT
9%₹615 Cr1,704,683
NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 532555
4%₹257 Cr7,710,775
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | ICICIBANK
4%₹255 Cr1,990,000
Shree Cement Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 500387
4%₹246 Cr95,657
JM Financial Ltd (Financial Services)
Equity, Since 31 Oct 21 | JMFINANCIL
3%₹231 Cr17,763,241
↑ 400,000
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 24 | ADANIPORTS
3%₹214 Cr1,740,091
InterGlobe Aviation Ltd (Industrials)
Equity, Since 28 Feb 23 | INDIGO
3%₹208 Cr457,106
↓ -30,684
NCC Ltd (Industrials)
Equity, Since 31 Aug 21 | NCC
3%₹207 Cr7,547,700
Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 06 | KPIL
3%₹202 Cr1,558,301
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 23 | RELIANCE
3%₹196 Cr1,609,486

3. Motilal Oswal Midcap 30 Fund 

(Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund)

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

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 CAGR/Annualized return of 22.4% since its launch.  Ranked 27 in Mid Cap category.  Return for 2024 was 57.1% , 2023 was 41.7% and 2022 was 10.7% .

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (21 Feb 25) ₹92.0867 ↓ -1.17   (-1.25 %)
Net Assets (Cr) ₹24,488 on 31 Jan 25
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 0.66
Sharpe Ratio 0.93
Information Ratio 0.68
Alpha Ratio 15.2
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 20₹10,000
31 Jan 21₹10,284
31 Jan 22₹16,054
31 Jan 23₹17,654
31 Jan 24₹26,102
31 Jan 25₹33,874

Motilal Oswal Midcap 30 Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for Motilal Oswal Midcap 30 Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Feb 25

DurationReturns
1 Month -5.2%
3 Month -11.5%
6 Month -8.1%
1 Year 21.1%
3 Year 27.9%
5 Year 26%
10 Year
15 Year
Since launch 22.4%
Historical performance (Yearly) on absolute basis
YearReturns
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 
NameSinceTenure
Ajay Khandelwal1 Oct 240.34 Yr.
Niket Shah1 Jul 204.59 Yr.
Rakesh Shetty22 Nov 222.2 Yr.
Sunil Sawant1 Jul 240.59 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 31 Jan 25

Equity Sector Allocation
SectorValue
Technology29.21%
Consumer Cyclical25.34%
Industrials19.64%
Financial Services5.14%
Health Care4.07%
Communication Services2.9%
Utility2.05%
Real Estate1.98%
Basic Materials0.47%
Asset Allocation
Asset ClassValue
Cash9.2%
Equity90.8%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
10%₹2,604 Cr2,695,000
↑ 95,000
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL
10%₹2,548 Cr33,250,000
↑ 2,750,000
Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB
9%₹2,364 Cr3,250,000
↑ 124,982
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | 500251
8%₹2,137 Cr3,000,000
↑ 1,250,400
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
8%₹2,099 Cr3,250,000
↑ 250,000
Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 23 | JIOFIN
5%₹1,359 Cr45,500,000
↑ 3,000,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | M&M
4%₹1,052 Cr3,500,000
↓ -1,250,000
Oracle Financial Services Software Ltd (Technology)
Equity, Since 31 Dec 24 | OFSS
4%₹1,019 Cr796,967
↑ 796,967
One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 543396
4%₹1,018 Cr10,000,000
↑ 2,500,000
Voltas Ltd (Industrials)
Equity, Since 31 Oct 17 | VOLTAS
3%₹895 Cr4,999,745

4. HDFC Infrastructure Fund

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

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 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% .

Below is the key information for HDFC Infrastructure Fund

HDFC Infrastructure Fund
Growth
Launch Date 10 Mar 08
NAV (21 Feb 25) ₹41.043 ↓ -0.05   (-0.11 %)
Net Assets (Cr) ₹2,341 on 31 Jan 25
Category Equity - Sectoral
AMC HDFC Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.31
Sharpe Ratio 0.3
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 20₹10,000
31 Jan 21₹9,205
31 Jan 22₹13,863
31 Jan 23₹15,603
31 Jan 24₹26,235
31 Jan 25₹28,984

HDFC Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for HDFC Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Feb 25

DurationReturns
1 Month -7.1%
3 Month -8.7%
6 Month -15.8%
1 Year 0.3%
3 Year 27.3%
5 Year 23.2%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Srinivasan Ramamurthy12 Jan 241.06 Yr.
Dhruv Muchhal22 Jun 231.62 Yr.

Data below for HDFC Infrastructure Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Industrials42.21%
Financial Services19.72%
Basic Materials10.82%
Energy7.05%
Utility6.34%
Communication Services2.58%
Health Care1.78%
Technology1.2%
Real Estate0.83%
Consumer Cyclical0.62%
Asset Allocation
Asset ClassValue
Cash5.82%
Equity93.13%
Debt1.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
7%₹167 Cr1,300,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 23 | HDFCBANK
5%₹124 Cr700,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT
5%₹119 Cr330,000
J Kumar Infraprojects Ltd (Industrials)
Equity, Since 31 Oct 15 | JKIL
5%₹114 Cr1,500,000
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Jan 23 | KPIL
4%₹98 Cr758,285
↑ 58,285
NTPC Ltd (Utilities)
Equity, Since 31 Dec 17 | 532555
3%₹69 Cr2,084,125
G R Infraprojects Ltd (Industrials)
Equity, Since 31 Jul 21 | 543317
3%₹69 Cr470,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Dec 21 | INDIGO
3%₹68 Cr150,000
Coal India Ltd (Energy)
Equity, Since 31 Oct 18 | COALINDIA
3%₹65 Cr1,700,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 20 | BHARTIARTL
3%₹64 Cr400,000

5. Nippon India Power and Infra Fund

(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 CAGR/Annualized return of 17.8% since its launch.  Ranked 13 in Sectoral category.  Return for 2024 was 26.9% , 2023 was 58% and 2022 was 10.9% .

Below is the key information for Nippon India Power and Infra Fund

Nippon India Power and Infra Fund
Growth
Launch Date 8 May 04
NAV (21 Feb 25) ₹300.021 ↓ -0.95   (-0.32 %)
Net Assets (Cr) ₹7,001 on 31 Jan 25
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.05
Sharpe Ratio 0.29
Information Ratio 1.18
Alpha Ratio 3.79
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 20₹10,000
31 Jan 21₹10,728
31 Jan 22₹16,044
31 Jan 23₹17,651
31 Jan 24₹29,963
31 Jan 25₹33,188

Nippon India Power and Infra 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 Nippon India Power and Infra Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Feb 25

DurationReturns
1 Month -8.5%
3 Month -10.7%
6 Month -18.8%
1 Year 0.2%
3 Year 27.1%
5 Year 25.3%
10 Year
15 Year
Since launch 17.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Kinjal Desai25 May 186.7 Yr.
Rahul Modi19 Aug 240.45 Yr.

Data below for Nippon India Power and Infra Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Industrials44.95%
Utility15.89%
Basic Materials10.1%
Communication Services7.08%
Energy6.43%
Consumer Cyclical3.98%
Real Estate3.78%
Technology2.94%
Health Care2.45%
Financial Services1.62%
Asset Allocation
Asset ClassValue
Cash0.77%
Equity99.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT
8%₹612 Cr1,697,001
↓ -302,999
NTPC Ltd (Utilities)
Equity, Since 31 May 09 | 532555
6%₹467 Cr13,999,999
↑ 999,999
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE
6%₹431 Cr3,550,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL
6%₹413 Cr2,600,000
Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Nov 22 | KAYNES
5%₹365 Cr492,204
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 532538
4%₹309 Cr270,000
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Sep 23 | CARBORUNIV
3%₹230 Cr1,800,000
Siemens Ltd (Industrials)
Equity, Since 31 May 21 | 500550
3%₹229 Cr350,000
Cyient DLM Ltd (Technology)
Equity, Since 31 Jul 23 | CYIENTDLM
3%₹209 Cr3,114,722
Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 May 23 | 532929
3%₹199 Cr1,600,000

6. 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.

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 CAGR/Annualized return of 11.5% since its launch.  Ranked 33 in Sectoral category.  Return for 2024 was 25.6% , 2023 was 54.5% and 2022 was 20.5% .

Below is the key information for Invesco India PSU Equity Fund

Invesco India PSU Equity Fund
Growth
Launch Date 18 Nov 09
NAV (21 Feb 25) ₹52.79 ↓ -0.46   (-0.86 %)
Net Assets (Cr) ₹1,230 on 31 Jan 25
Category Equity - Sectoral
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 2.39
Sharpe Ratio 0.36
Information Ratio -0.36
Alpha Ratio 3.43
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 20₹10,000
31 Jan 21₹9,995
31 Jan 22₹13,865
31 Jan 23₹15,614
31 Jan 24₹26,563
31 Jan 25₹29,933

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 ₹505,644.
Net Profit of ₹205,644
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 21 Feb 25

DurationReturns
1 Month -9.1%
3 Month -10.8%
6 Month -22%
1 Year -4.5%
3 Year 27.1%
5 Year 21%
10 Year
15 Year
Since launch 11.5%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Dhimant Kothari19 May 204.71 Yr.

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

Equity Sector Allocation
SectorValue
Industrials30.94%
Financial Services22.14%
Utility21.77%
Energy15.9%
Basic Materials6.09%
Asset Allocation
Asset ClassValue
Cash3.16%
Equity96.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL
10%₹127 Cr4,338,255
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 22 | 532898
9%₹111 Cr3,599,413
↑ 284,730
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | 500547
8%₹101 Cr3,445,961
↑ 670,433
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
8%₹99 Cr1,251,543
NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN
5%₹69 Cr5,390,515
↑ 5,390,515
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Nov 23 | HINDPETRO
5%₹64 Cr1,564,169
↑ 513,656
BEML Ltd (Industrials)
Equity, Since 31 Aug 23 | 500048
5%₹62 Cr152,998
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL
4%₹57 Cr135,251
↑ 4,270
National Aluminium Co Ltd (Basic Materials)
Equity, Since 31 Aug 24 | 532234
4%₹55 Cr2,604,332
REC Ltd (Financial Services)
Equity, Since 31 Aug 23 | 532955
4%₹46 Cr922,233

7. DSP BlackRock 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.

DSP BlackRock India T.I.G.E.R Fund is a Equity - Sectoral fund was launched on 11 Jun 04. It is a fund with High risk and has given a CAGR/Annualized return of 17.3% since its launch.  Ranked 12 in Sectoral category.  Return for 2024 was 32.4% , 2023 was 49% and 2022 was 13.9% .

Below is the key information for DSP BlackRock India T.I.G.E.R Fund

DSP BlackRock India T.I.G.E.R Fund
Growth
Launch Date 11 Jun 04
NAV (21 Feb 25) ₹272.432 ↓ -0.16   (-0.06 %)
Net Assets (Cr) ₹5,003 on 31 Jan 25
Category Equity - Sectoral
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 2.24
Sharpe Ratio 0.43
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 20₹10,000
31 Jan 21₹10,312
31 Jan 22₹15,497
31 Jan 23₹17,340
31 Jan 24₹27,320
31 Jan 25₹31,163

DSP BlackRock 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 BlackRock 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 21 Feb 25

DurationReturns
1 Month -8.7%
3 Month -13%
6 Month -19.5%
1 Year 5.7%
3 Year 25.4%
5 Year 24.4%
10 Year
15 Year
Since launch 17.3%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 0.7%
Fund Manager information for DSP BlackRock India T.I.G.E.R Fund
NameSinceTenure
Rohit Singhania21 Jun 1014.63 Yr.

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

Equity Sector Allocation
SectorValue
Industrials43.51%
Basic Materials15.98%
Consumer Cyclical8.86%
Utility6.5%
Energy5.52%
Financial Services4.7%
Technology3.54%
Communication Services3.23%
Consumer Defensive1.54%
Health Care1.45%
Real Estate1.24%
Asset Allocation
Asset ClassValue
Cash3.94%
Equity96.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 30 Nov 17 | 532555
5%₹269 Cr8,078,568
Siemens Ltd (Industrials)
Equity, Since 30 Nov 18 | 500550
4%₹241 Cr369,482
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 04 | LT
4%₹213 Cr591,385
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL
3%₹172 Cr1,080,606
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Jan 22 | KPIL
3%₹163 Cr1,253,711
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG
3%₹154 Cr1,502,475
Polycab India Ltd (Industrials)
Equity, Since 31 Jan 21 | POLYCAB
3%₹148 Cr204,150
Coal India Ltd (Energy)
Equity, Since 31 Dec 23 | COALINDIA
2%₹128 Cr3,321,453
Avalon Technologies Ltd (Technology)
Equity, Since 30 Sep 24 | AVALON
2%₹127 Cr1,316,308
KEC International Ltd (Industrials)
Equity, Since 30 Sep 22 | 532714
2%₹111 Cr924,629

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