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Best All Equity Funds in 2025

What are Equity: All funds?


Funds Included All Fund Returns
(3Y annualised)
Top 5 fund Returns
(3Y annualised)
546 18.52% 31.22%

This fund category is an example of Equity Scheme funds.

These funds mainly invest in equity i.e. shares and equity-related instruments. They are suitable for investors seeking long-term capital appreciation and willing to tolerate short-term market volatility. Equity funds may focus on specific sectors, investment styles, or market capitalizations. Investors with a high risk appetite and long investment horizon may consider investing in equity funds.

Trailing returns for Equity: All funds

These are average returns over the indicated period.

Monthly trailing returns:
Nov-2025Oct-2025Sep-2025Aug-2025Jul-2025Jun-2025
-0.16%3.76%1.11%-1.52%-1.75%3.76%

Quarterly trailing returns:
2025Q42025Q32025Q22025Q12024Q42024Q3
3.60%-2.16%11.38%-7.26%-5.25%8.76%

Yearly trailing returns:
202520242023202220212020
4.59%23.32%32.99%3.86%37.84%20.16%

Rolling returns for Equity: All funds

SIP
10% Step-up SIP
Lump sum
SWP
10% Step-up SWP
Metric Any 1Y SIPAny 2Y SIPAny 3Y SIPAny 5Y SIPAny 7Y SIPAny 10Y SIP
Minimum-24.55%0.06%2.1%5.61%14.37%15.57%
Median14.09%11.67%17.25%16.88%17.77%16.4%
Maximum59.22%23.19%30.21%25.2%20.09%17.34%
Risk17.36%4.8%5.89%4.25%1.26%0.45%
Sharpe Ratio40.86%97.25%174.1%232.76%857.86%2085.27%
Data as of 14-Dec-2025
Metric Any 1Y SIPAny 2Y 目↑ SIPAny 3Y 目↑ SIPAny 5Y 目↑ SIPAny 7Y 目↑ SIPAny 10Y 目↑ SIP
Minimum-24.55%8.01%14.72%16.18%18.38%16.85%
Median14.09%10.64%16.22%17.21%19.05%17.29%
Maximum59.22%13.16%17.41%18.06%19.56%17.62%
Risk17.36%1.38%0.84%0.6%0.37%0.24%
Sharpe Ratio40.86%264.85%1098.24%1696.09%3273.82%4333.14%
Data as of 14-Dec-2025
Metric Any 1YAny 2YAny 3YAny 5YAny 7YAny 10Y
Minimum-14.9%8.13%6.15%8.52%14.8%15.0%
Median11.11%17.25%18.03%17.4%16.67%15.62%
Maximum54.29%28.15%29.35%25.62%18.45%16.7%
Risk15.91%4.34%4.98%3.8%0.74%0.47%
Sharpe Ratio25.85%236.11%221.57%273.79%1304.78%1829.86%
Data as of 14-Dec-2025
Metric Any 1Y SWPAny 2Y SWPAny 3Y SWPAny 5Y SWPAny 7Y SWPAny 10Y SWP
Minimum-18.58%13.46%5.48%9.28%12.61%12.72%
Median10.67%22.77%18.38%17.72%15.15%14.53%
Maximum67.15%39.56%39.82%33.58%20.03%17.08%
Risk20.33%6.41%7.45%5.85%1.83%1.14%
Sharpe Ratio18.07%246.09%152.79%183.39%444.84%663.22%
Data as of 14-Dec-2025
Metric Any 1Y SWPAny 2Y 目↑ SWPAny 3Y 目↑ SWPAny 5Y 目↑ SWPAny 7Y 目↑ SWPAny 10Y 目↑ SWP
Minimum-18.58%21.03%20.59%23.78%15.98%13.28%
Median10.67%25.29%21.37%24.81%16.42%13.57%
Maximum67.15%29.26%22.56%26.12%17.33%14.43%
Risk20.33%2.74%0.54%0.72%0.39%0.39%
Sharpe Ratio18.07%666.24%2636.13%2488.17%2388.99%1686.9%
Data as of 14-Dec-2025

Fundwise SIP, Lumpsum and SWP returns


Rolling SIP returns (less than 1 year)
Fund Any 1M SIPAny 3M SIPAny 6M SIP
Aditya Birla Sun Life Large Cap Fund9.34%18.29%13.01%
Mahindra Manulife ELSS Tax Saver Fund9.62%13.93%10.34%
PGIM India Small Cap Fund-27.82%-10.51%0.91%
Nippon India Value Fund-2.54%13.52%10.17%
Quant Consumption Fund-5.57%-3.92%-2.7%
Motilal Oswal Business Cycle Fund19.3%22.41%20.0%
Quant Multi Cap Fund-22.38%-3.56%-3.04%
Aditya Birla Sun Life Small Cap Fund-25.15%-1.44%0.49%
Sundaram Services Fund-0.25%13.07%10.83%
ITI Focused Fund29.38%28.58%27.67%
Sundaram Multi Cap Fund-9.5%6.71%9.1%
HSBC Flexi Cap Fund-18.99%0.71%3.58%
Tata Resources Energy Fund-30.76%-10.06%-2.64%
360 One Quant Fund6.48%7.41%7.01%
Navi ELSS Tax Saver Nifty 50 Index Fund13.89%19.13%15.67%
SBI Quant Fund21.35%18.91%11.32%
Motilal Oswal Special Opportunities Fund18.43%9.6%0%
Tata Flexi Cap Fund2.57%8.51%8.75%
ICICI Prudential Conglomerate Fund-8.1%0%0%
Navi ELSS Tax Saver Fund16.85%23.76%13.46%
PGIM India Large Cap Fund9.37%15.37%12.0%
Mahindra Manulife Banking Financial Services Fund20.8%36.77%0%
Tata Digital India Fund49.54%31.38%15.2%
Groww Value Fund-11.06%5.06%5.76%
Nippon India Tax Saver Fund-4.1%8.93%7.76%
DSP Large Mid Cap Fund14.67%18.62%12.67%
Sundaram Flexicap Fund9.68%12.49%10.85%
Tata Multicap Fund11.16%17.0%12.94%
ICICI Prudential Smallcap Fund-19.66%-11.83%-4.57%
Mahindra Manulife Small Cap Fund19.83%11.57%13.3%
HDFC Flexi Cap Fund3.56%12.89%13.9%
Axis Large Mid Cap Fund-4.18%6.98%8.34%
Nippon India Mnc Fund17.24%21.77%0%
Mahindra Manulife Mid Cap Fund0.68%10.6%7.61%
Motilal Oswal Innovation Opportunities Fund56.5%35.04%34.75%
Sundaram Large And Midcap Fund2.09%13.54%12.66%
Helios Financial Services Fund18.77%16.53%17.96%
Tata Infrastructure Fund-25.7%-12.97%-8.55%
Axis Esg Integration Strategy Fund5.22%17.04%11.68%
ICICI Prudential Commodities Fund-24.19%-7.74%3.26%
HSBC ELSS Tax Saver Fund-7.06%6.07%11.17%
Bandhan Financial Services Fund25.86%33.64%21.26%
ICICI Prudential FMCG Fund-22.9%-11.26%-5.06%
Invesco India PSU Equity Fund-23.37%12.17%6.68%
Aditya Birla Sun Life Special Opportunities Fund25.69%31.23%26.31%
UTI India Consumer Fund-5.04%1.24%9.83%
Taurus Banking Financial Services Fund2.55%16.93%9.16%
Samco Active Momentum Fund-6.94%-5.92%-1.15%
Nippon India Small Cap Fund-23.87%-8.51%-3.33%
Union Active Momentum Fund2.79%3.9%9.17%
ITI Bharat Consumption Fund23.34%19.65%17.82%
Franklin India Multi Factor Fund0%0%0%
Kotak Business Cycle Fund-10.33%-1.19%5.6%
Mirae Asset ELSS Tax Saver Fund4.36%17.34%14.59%
Nippon India Pharma Fund-0.28%3.03%1.87%
Samco Multi Cap Fund-8.82%-8.77%5.82%
Union Largecap Fund0.0%10.88%9.21%
Motilal Oswal Focused 25 Mof25 Fund-6.3%8.67%5.43%
Aditya Birla Sun Life Conglomerate Fund11.55%18.2%14.69%
Aditya Birla Sun Life Consumption Fund-10.01%-3.0%4.33%
Franklin India Mid Cap Fund3.44%11.88%7.1%
UTI Value Fund6.41%13.7%11.05%
Motilal Oswal Flexi Cap Fund-10.19%-3.1%1.28%
Aditya Birla Sun Life Value Fund14.87%21.66%12.31%
Bajaj Finserv Small Cap Fund7.47%6.9%0%
Tata India Innovation Fund7.24%13.83%21.17%
Nippon India Multi Cap Fund-8.73%-1.6%2.32%
Quant Small Cap Fund-24.59%-4.63%-0.76%
DSP Multicap Fund18.69%14.67%13.59%
Trustmf Multi Cap Fund20.45%26.68%0%
Franklin India ELSS Tax Saver Fund-0.03%9.31%6.46%
ICICI Prudential Esg Exclusionary Strategy Fund-6.17%8.75%8.2%
Aditya Birla Sun Life Mnc Fund-24.72%-14.79%-5.44%
UTI Multi Cap Fund13.76%11.77%11.1%
Invesco India ELSS Tax Saver Fund-17.82%-4.03%-0.02%
Union Multicap Fund-12.78%8.24%11.53%
Trustmf Small Cap Fund29.29%19.95%31.39%
ITI Value Fund2.88%17.78%12.24%
Nippon India Large Cap Fund6.7%11.99%11.88%
Motilal Oswal Consumption Fund-29.72%0%0%
SBI Focused Fund30.84%34.37%26.27%
LIC MF Focused Fund20.77%5.07%10.31%
HDFC Value Fund7.23%18.78%13.94%
Bandhan Healthcare Fund0%0%0%
PGIM India Healthcare Fund6.12%13.34%13.03%
Baroda BNP Paribas Large Cap Fund16.24%18.68%10.87%
HDFC Mnc Fund14.57%9.23%6.05%
HDFC Focused Fund3.03%11.39%12.84%
HSBC India Export Opportunities Fund10.77%9.02%17.62%
Bandhan Large Cap Fund6.99%19.81%16.18%
Whiteoak Capital Flexi Cap Fund8.54%17.49%13.71%
ITI Small Cap Fund-25.7%-6.07%-1.45%
DSP Flexi Cap Fund4.0%10.45%8.55%
Bajaj Finserv Large And Mid Cap Fund28.93%15.02%11.56%
Mirae Asset Infrastructure Fund0%0%0%
LIC MF ELSS Tax Saver Fund-11.04%0.56%1.67%
Mirae Asset Focused Fund-8.78%2.0%4.39%
Bandhan Business Cycle Fund13.53%9.23%17.95%
Templeton India Value Fund7.5%16.55%10.61%
ICICI Prudential Large Mid Cap Fund6.37%17.54%15.8%
Axis Midcap Fund-7.55%-0.36%2.79%
Bandhan Flexi Cap Fund9.71%17.21%13.49%
Taurus Mid Cap Fund-17.57%-0.86%0.45%
Tata Focused Fund10.77%13.18%11.18%
UTI Mnc Fund-8.23%2.97%9.98%
Samco Large Mid Cap Fund-12.07%-7.81%0%
Franklin India Small Cap Fund-29.81%-8.85%-7.55%
Aditya Birla Sun Life International Equity Fund17.75%21.41%30.92%
Tata Ethical Fund8.68%8.37%6.22%
Aditya Birla Sun Life Digital India Fund53.62%40.48%19.15%
Samco ELSS Tax Saver Fund-22.19%-5.77%-7.0%
Nippon India Japan Equity Fund7.82%9.93%21.11%
Kotak Multicap Fund2.49%18.23%18.74%
Mirae Asset Large Midcap Fund6.11%19.01%16.26%
Helios Mid Cap Fund42.7%33.52%35.75%
Bank India Business Cycle Fund6.63%7.14%11.31%
Bank India ELSS Tax Saver Fund-14.14%2.0%1.72%
Sundaram Consumption Fund-20.93%-4.2%3.84%
UTI Healthcare Fund-13.41%-7.31%-0.1%
Motilal Oswal Digital India Fund11.45%14.0%28.78%
PGIM India Flexi Cap Fund-3.84%5.13%7.19%
Bandhan Infrastructure Fund-29.4%-13.16%-9.1%
Bank India Mid Cap Fund0.0%-11.3%0%
SBI Infrastructure Fund-4.87%9.07%2.73%
Motilal Oswal Quant Fund3.71%-0.98%5.09%
UTI Banking And Financial Services Fund10.47%27.89%16.23%
Shriram Multi Sector Rotation Fund6.54%2.84%0.54%
HDFC Mid Cap Fund12.83%23.68%16.85%
Sundaram Dividend Yield Fund7.67%17.09%12.37%
Baroda BNP Paribas Focused Fund12.71%24.06%11.74%
Sundaram Business Cycle Fund17.92%7.53%12.67%
Mirae Asset Multicap Fund4.24%19.22%21.36%
UTI Quant Fund18.19%16.67%12.04%
HDFC Manufacturing Fund12.68%11.24%12.53%
Tata Business Cycle Fund-8.38%4.04%4.55%
Edelweiss Flexi Cap Fund4.43%16.14%14.16%
DSP Banking Financial Services Fund20.96%24.59%24.03%
Bandhan ELSS Tax Saver Fund16.93%21.96%15.38%
Invesco India Smallcap Fund-16.63%2.11%3.88%
Axis Value Fund3.64%16.7%15.06%
HDFC Multi Cap Fund-7.16%6.04%6.75%
HDFC Transportation And Logistics Fund24.13%33.48%36.22%
Quantum Ethical Fund5.14%6.49%13.53%
Mahindra Manulife Business Cycle Fund14.14%31.88%16.86%
Union Value Fund-0.97%12.23%10.19%
HSBC Tax Saver Equity Fund-3.47%4.96%3.56%
Edelweiss Small Cap Fund-19.34%-6.31%-1.33%
Quant Value Fund-5.45%15.05%8.84%
LIC MF Large Cap Fund3.28%10.44%8.15%
Kotak Banking Financial Services Fund17.62%25.04%18.73%
Aditya Birla Sun Life Large Mid Cap Fund-9.46%3.27%5.2%
DSP Quant Fund24.26%23.34%17.26%
ICICI Prudential Value Erstwhile Value Discovery Fund30.85%31.16%20.87%
Invesco India Flexi Cap Fund-10.75%-2.7%2.84%
360 One Flexicap Fund11.78%16.12%14.55%
Navi Large Midcap Fund-0.1%10.48%7.99%
Aditya Birla Sun Life Banking And Financial Services Fund22.68%35.68%19.94%
HDFC Defence Fund-23.38%9.54%36.5%
The Wealth Company Flexi Cap Fund15.31%0%0%
Baroda BNP Paribas Flexi Cap Fund7.48%15.15%9.34%
Axis Services Opportunities Fund3.72%7.37%0%
Motilal Oswal Services Fund25.07%27.74%0%
Aditya Birla Sun Life Flexi Cap Fund9.21%21.39%16.28%
Canara Robeco Infrastructure Fund-31.03%-7.93%-1.77%
Whiteoak Capital Digital Bharat Fund20.65%13.18%25.07%
Aditya Birla Sun Life Transportation And Logistics Fund37.89%42.84%32.02%
Quant PSU Fund2.4%5.0%1.09%
Mahindra Manulife Focused Fund4.29%16.2%11.53%
JM Large Mid Cap Fund16.41%19.44%0%
Axis Quant Fund21.02%19.41%11.26%
Tata Value Fund7.54%21.21%14.05%
LIC MF Infrastructure Fund-30.93%-8.84%-3.17%
Kotak Infrastructure Economic Reform Fund-23.15%-3.68%-0.6%
Baroda BNP Paribas Multi Cap Fund-6.74%5.02%6.73%
Invesco India Midcap Fund-0.22%12.62%13.5%
Invesco India Focused Fund-26.3%-14.34%-8.22%
Mahindra Manulife Large Mid Cap Fund-7.13%9.41%6.08%
Motilal Oswal Active Momentum Fund47.47%38.77%42.23%
Franklin India Technology Fund23.18%24.38%16.45%
Tata Large Cap Fund11.71%19.55%16.15%
HSBC Large Cap Fund14.34%17.44%14.27%
HDFC Long Term Advantage Fund67.61%12.52%24.64%
Edelweiss Business Cycle Fund11.44%-0.61%9.84%
LIC MF Healthcare Fund1.36%13.77%11.43%
ICICI Prudential Midcap Fund4.73%15.47%13.05%
Baroda BNP Paribas ELSS Tax Saver Fund23.06%25.2%18.26%
Taurus Large Cap Fund2.64%15.62%11.98%
ICICI Prudential PSU Equity Fund-18.76%11.38%9.31%
HDFC Dividend Yield Fund-6.63%7.1%7.42%
Union Small Cap Fund-23.04%-5.78%5.1%
Navi Flexi Cap Fund3.11%15.68%13.83%
Aditya Birla Sun Life Pharma And Healthcare Fund-10.15%-2.15%2.27%
Kotak Healthcare Fund20.82%13.71%17.99%
Baroda BNP Paribas Business Cycle Fund18.82%19.53%12.44%
Nippon India Consumption Fund-15.98%-9.25%0.99%
Nippon India Focused Fund8.65%14.72%10.01%
Kotak Transportation Logistics Fund28.02%49.04%47.61%
UTI Small Cap Fund-25.62%-6.11%-1.94%
Nippon India Taiwan Equity Fund48.73%47.57%89.22%
Bajaj Finserv ELSS Tax Saver Fund23.55%21.8%12.33%
Bandhan Value Fund12.76%18.11%13.09%
Kotak Contra Fund3.77%13.53%12.92%
Helios Small Cap Fund0%0%0%
Groww Multicap Fund19.64%23.22%33.68%
Union Flexi Cap Fund-8.3%4.25%5.83%
HSBC Value Fund10.56%13.49%12.84%
Canara Robeco ELSS Tax Saver Fund0.45%9.08%8.45%
LIC MF Mid Cap Fund21.43%13.66%11.69%
Samco Special Opportunities Fund2.44%0.1%1.98%
Invesco India Esg Integration Strategy Fund0.02%9.31%3.62%
Quant Commodities Fund25.35%16.5%9.22%
UTI Large Cap Fund9.38%16.09%11.98%
Mirae Asset Large Cap Fund16.75%20.17%14.8%
Axis Small Cap Fund-21.88%-5.82%-1.12%
LIC MF Manufacturing Fund6.99%10.54%30.96%
Edelweiss Consumption Fund23.77%20.74%20.5%
DSP Value Fund6.1%16.35%18.62%
Tata Mid Cap Fund12.33%17.18%13.54%
Quant Healthcare Fund1.02%11.62%10.97%
ICICI Prudential Technology Fund44.48%32.93%17.57%
HDFC Large And Mid Cap Fund-9.61%9.82%9.35%
Old Bridge Focused Fund21.84%21.25%9.93%
Helios Large Mid Cap Fund23.03%24.95%30.68%
NJ ELSS Tax Saver Scheme Fund1.78%0.67%8.74%
Franklin India Multi Cap Fund19.17%11.54%18.8%
Aditya Birla Sun Life Manufacturing Equity Fund-14.42%6.66%11.47%
ICICI Prudential ELSS Tax Saver Fund4.74%10.77%12.01%
JM Focused Fund-16.38%5.8%10.34%
UTI ELSS Tax Saver Fund2.59%11.89%8.81%
SBI PSU Fund-2.76%27.85%16.56%
Bajaj Finserv Flexi Cap Fund21.23%23.32%19.69%
ICICI Prudential Mnc Fund14.53%15.44%14.9%
Whiteoak Capital ELSS Tax Saver Fund12.96%19.12%15.34%
Union Midcap Fund-12.17%2.59%7.17%
ITI Multi Cap Fund4.65%11.13%7.89%
Quant Bfsi Fund21.58%31.82%31.85%
SBI Comma Fund-25.54%-2.58%3.07%
Bajaj Finserv Multi Cap Fund30.2%12.11%9.42%
ITI Mid Cap Fund-0.83%17.62%11.85%
Baroda BNP Paribas Dividend Yield Fund10.68%7.36%13.87%
Union Business Cycle Fund18.65%14.55%11.53%
DSP Natural Resources And New Energy Fund-13.18%16.08%18.01%
Tata India Consumer Fund-16.71%-2.8%6.7%
Union Innovation Opportunities Fund14.7%31.64%26.95%
Bank India Manufacturing Infrastructure Fund-8.5%7.98%10.34%
JM ELSS Tax Saver Fund3.91%14.52%15.03%
Edelweiss Recently Listed Ipo Fund-24.93%-15.12%1.0%
SBI Mnc Fund9.53%7.88%0.08%
Kotak ELSS Tax Saver Fund3.1%8.79%7.26%
Baroda BNP Paribas Value Fund7.94%13.05%8.88%
Aditya Birla Sun Life Commodity Equities Global Agri Fund170.21%62.76%13.05%
Bank India Multi Cap Fund5.26%16.53%14.28%
Samco Large Cap Fund-7.1%-5.78%-6.21%
Union Focused Fund-31.34%-11.36%-3.09%
Sundaram Mid Cap Fund-2.54%11.31%12.13%
Mahindra Manulife Consumption Fund-13.65%-3.77%6.82%
DSP Small Cap Fund-0.87%-1.56%-0.74%
Parag Parikh ELSS Tax Saver Fund-0.48%2.9%2.17%
Mahindra Manulife Manufacturing Fund7.41%7.13%15.65%
Bajaj Finserv Healthcare Fund12.73%14.67%15.99%
Groww Banking Financial Services Fund14.67%14.45%16.27%
Whiteoak Capital Quality Equity Fund19.86%14.31%10.78%
DSP Healthcare Fund-0.88%2.91%5.28%
Mirae Asset Midcap Fund3.66%16.69%17.42%
ICICI Prudential Large Cap Erstwhile Bluechip Fund21.62%24.02%16.54%
ICICI Prudential Exports Services Fund13.33%19.1%11.83%
HSBC Focused Fund4.16%9.63%9.58%
Canara Robeco Small Cap Fund-26.74%-7.89%-3.76%
Aditya Birla Sun Life Multi Cap Fund-13.65%6.74%6.89%
UTI Transportation And Logistics Fund3.38%12.01%29.13%
Axis Focused Fund-15.2%2.81%3.48%
Franklin India Opportunities Fund-11.57%3.07%8.68%
ICICI Prudential Banking And Financial Services Fund13.38%24.56%14.16%
Invesco India Large Mid Cap Fund-9.8%3.37%6.94%
Mirae Asset Banking And Financial Services Fund28.74%42.36%24.27%
Quant Flexi Cap Fund2.33%14.23%9.27%
Bandhan Innovation Fund35.71%24.44%24.27%
DSP Midcap Fund1.94%5.27%6.85%
HSBC Multi Cap Fund11.59%14.74%15.32%
JM Large Cap Fund5.61%15.99%13.59%
Baroda BNP Paribas Small Cap Fund30.12%13.27%15.7%
Edelweiss Technology Fund17.15%24.02%23.17%
Groww ELSS Tax Saver Fund-7.05%1.35%3.34%
NJ Flexi Cap Fund0.89%0.61%10.73%
Taurus Infrastructure Fund-31.74%-5.2%-1.31%
Canara Robeco Mid Cap Fund-6.96%2.07%9.2%
DSP India Tiger Fund-15.97%-2.47%1.07%
Kotak Manufacture In India Fund-8.65%7.46%12.36%
Sundaram Small Cap Fund-19.47%1.45%5.01%
Canara Robeco Large Cap Fund7.17%14.72%10.6%
DSP Business Cycle Fund17.44%17.1%17.2%
DSP Focused Fund22.68%22.75%14.85%
SBI Technology Opportunities Fund53.84%42.99%24.45%
Quant ELSS Tax Saver Fund-3.78%14.69%13.16%
ICICI Prudential Quality Fund18.77%12.25%16.12%
Franklin Build India Fund-18.95%3.89%5.04%
Whiteoak Capital Large Mid Cap Fund27.01%24.37%22.14%
ICICI Prudential Rural Opportunities Fund27.94%25.22%22.99%
Bank India Large Cap Fund0.01%12.29%12.09%
Mahindra Manulife Flexi Cap Fund9.36%14.57%10.89%
Tata Banking And Financial Services Fund13.55%30.93%18.05%
SBI Multicap Fund-16.51%-2.89%0.72%
HDFC Banking Financial Services Fund30.35%39.4%21.12%
Baroda BNP Paribas Banking And Financial Services Fund13.56%28.2%16.41%
HSBC Midcap Fund20.37%26.51%38.36%
Baroda BNP Paribas India Consumption Fund-8.09%-3.78%6.76%
Aditya Birla Sun Life Focused Fund20.96%29.2%18.5%
SBI Energy Opportunities Fund15.78%7.13%7.82%
Quantum Small Cap Fund18.42%11.54%16.7%
Nippon India Us Equity Opportunities Fund19.42%14.11%18.34%
Nippon India Power Infra Fund-28.35%-3.87%0.01%
ICICI Prudential Dividend Yield Equity Fund6.4%17.15%15.94%
Bandhan Multi Factor Fund15.03%13.69%0%
Mahindra Manulife Large Cap Fund16.11%19.96%12.38%
ICICI Prudential Innovation Fund20.99%21.93%18.76%
Canara Robeco Multi Cap Fund9.76%21.86%15.97%
Kotak Consumption Fund30.56%27.65%23.51%
LIC MF Banking And Financial Services Fund23.92%37.91%23.09%
HSBC Infrastructure Fund-2.72%10.39%13.81%
Canara Robeco Large And Mid Cap Fund-16.52%-6.02%-0.97%
SBI Small Cap Fund-26.68%-13.44%-5.45%
Nippon India Vision Large Mid Cap Fund0.4%8.31%8.72%
Axis India Manufacturing Fund27.7%22.99%19.86%
Shriram Flexi Cap Fund6.71%15.03%10.08%
Franklin India Large Mid Cap Fund-0.72%10.73%10.04%
Aditya Birla Sun Life ELSS Tax Saver Fund2.81%12.39%11.4%
Bandhan Transportation And Logistics Fund37.82%29.98%35.37%
Helios Flexi Cap Fund33.11%29.95%27.09%
SBI ELSS Tax Saver Fund7.88%16.36%10.55%
SBI Equity Minimum Variance Fund6.6%14.98%13.19%
Motilal Oswal Manufacturing Fund17.88%17.17%24.27%
Sundaram Multi Factor Fund17.56%22.15%0%
Tata ELSS Fund14.5%22.5%14.94%
SBI Innovative Opportunities Fund2.11%10.69%12.44%
Nippon India Flexi Cap Fund-4.51%5.2%7.38%
HDFC Innovation Fund12.03%16.23%0%
Nippon India Quant Fund7.82%14.86%11.7%
Trustmf Flexi Cap Fund17.99%15.67%12.86%
JM Small Cap Fund21.11%5.85%10.18%
SBI Contra Fund11.86%18.71%11.85%
Kotak Mnc Fund17.24%21.62%27.38%
Bandhan Large Mid Cap Fund7.93%17.2%16.08%
ITI Pharma And Healthcare Fund-25.2%-7.1%-3.32%
Parag Parikh Flexi Cap Fund5.44%11.17%9.09%
Quant Momentum Fund15.04%15.15%7.34%
Bank India Flexi Cap Fund-20.52%4.01%7.2%
Baroda BNP Paribas Innovation Fund36.35%22.96%19.4%
Kotak Flexicap Fund0.57%11.39%8.68%
Quantum Esg Best In Class Strategy Fund2.86%2.6%3.35%
Invesco India Largecap Fund-1.33%11.35%10.16%
Canara Robeco Focused Fund-3.79%7.17%10.36%
SBI Flexicap Fund8.26%14.82%13.45%
Aditya Birla Sun Life International Equity B Fund64.57%53.84%38.45%
UTI Innovation Fund15.57%11.37%12.77%
Aditya Birla Sun Life Business Cycle Fund-1.46%15.37%10.59%
Axis Momentum Fund15.49%16.71%15.04%
Baroda BNP Paribas Energy Opportunities Fund26.17%17.49%11.01%
Mirae Asset Great Consumer Fund-16.8%-6.65%6.61%
Axis Innovation Fund-6.27%3.27%8.04%
Kotak Pioneer Fund-14.12%-4.21%6.66%
JM Midcap Fund-17.79%-2.31%8.99%
Whiteoak Capital Special Opportunities Fund28.44%16.89%18.75%
Samco Flexi Cap Fund-24.81%-14.66%-14.26%
Union ELSS Tax Saver Fund-6.43%6.35%8.53%
SBI Midcap Fund9.84%12.76%3.73%
HDFC Housing Opportunities Fund-24.36%-3.24%-0.83%
Aditya Birla Sun Life Esg Integration Strategy Fund14.02%22.04%15.28%
Motilal Oswal Large Cap Fund25.68%22.59%18.53%
Axis Consumption Fund7.67%12.91%12.71%
Nippon India Banking Financial Services Fund20.16%35.46%19.46%
Quant Focused Fund-11.48%6.17%4.7%
SBI Esg Exclusionary Strategy Fund14.25%19.41%13.31%
ICICI Prudential Energy Opportunities Fund12.63%2.96%14.8%
Baroda BNP Paribas Manufacturing Fund8.94%6.74%17.5%
Quant Quantamental Fund28.6%27.38%16.39%
Mirae Asset Healthcare Fund-9.61%-3.55%1.78%
Whiteoak Capital Large Cap Fund13.77%18.5%15.37%
Nippon India Innovation Fund19.62%24.64%15.44%
ICICI Prudential Bharat Consumption Fund-17.26%-5.14%4.95%
Whiteoak Capital Multi Cap Fund36.19%28.8%27.62%
Jioblackrock Flexi Cap Fund5.48%0%0%
Bandhan Multi Cap Fund-0.07%8.81%8.1%
Quant Business Cycle Fund25.61%27.69%4.17%
Nippon India Mid Cap Fund-7.82%6.44%7.17%
Tata Dividend Yield Fund2.64%20.88%15.67%
Bandhan Focused Fund-12.85%5.85%7.35%
Kotak Technology Fund14.16%15.1%6.59%
Kotak Special Opportunities Fund15.35%4.39%14.96%
Quant Large Mid Cap Fund-4.83%9.22%2.96%
The Wealth Company Ethical Fund-8.12%0%0%
Tata Small Cap Fund-46.99%-34.15%-22.02%
ICICI Prudential Equity Minimum Variance Fund15.77%19.61%16.26%
PGIM India Large And Midcap Fund21.72%16.57%15.65%
ICICI Prudential Quant Fund9.69%13.36%9.87%
ICICI Prudential Flexicap Fund7.19%13.61%19.43%
UTI Infrastructure Fund-13.0%9.41%5.01%
Tata Large Mid Cap Fund-12.59%1.52%0.35%
DSP Large Cap Fund10.14%18.23%11.0%
UTI Flexi Cap Fund-11.64%-2.18%1.91%
PGIM India Multi Cap Fund8.58%13.41%21.31%
Sundaram Infrastructure Advantage Fund-8.94%7.99%7.24%
Bajaj Finserv Banking And Financial Services Fund0%0%0%
HSBC Business Cycles Fund-14.14%4.21%-1.9%
LIC MF Value Fund12.99%17.08%16.08%
LIC MF Flexi Cap Fund-7.64%9.57%17.4%
Shriram ELSS Tax Saver Fund6.55%15.18%10.18%
Tata India Pharma Healthcare Fund-11.51%-1.73%3.77%
LIC MF Small Cap Fund-18.7%-4.93%2.26%
ICICI Prudential Housing Opportunities Fund-19.99%1.3%3.24%
Quant Large Cap Fund-7.58%8.72%8.86%
Aditya Birla Sun Life Midcap Fund-4.37%6.94%6.29%
Bandhan Midcap Fund-12.17%-2.58%5.23%
Invesco India Technology Fund11.57%11.82%19.61%
Kotak Small Cap Fund-33.43%-19.25%-11.63%
PGIM India ELSS Tax Saver Fund-4.09%5.31%4.94%
LIC MF Consumption Fund0%0%0%
Tata Housing Opportunities Fund-19.8%-1.64%-0.28%
PGIM India Midcap Fund-19.02%-9.75%-1.73%
HSBC Large Mid Cap Fund-8.48%1.97%8.69%
Sundaram Large Cap Fund15.07%18.87%11.23%
Canara Robeco Value Fund2.17%11.14%6.63%
Axis Business Cycles Fund9.24%12.65%4.54%
SBI Dividend Yield Fund9.01%15.32%13.01%
HDFC Small Cap Fund-26.76%-10.1%-0.27%
Bank India Small Cap Fund-34.14%-10.06%-4.7%
Whiteoak Capital Banking Financial Services Fund17.1%19.71%20.8%
ICICI Prudential Business Cycle Fund13.66%20.4%18.11%
Edelweiss ELSS Tax Saver Fund18.03%25.53%17.55%
ITI Large Midcap Fund8.65%1.85%14.08%
Kotak Quant Fund12.2%12.44%11.87%
Whiteoak Capital Mid Cap Fund9.94%22.38%20.49%
Whiteoak Capital Pharma And Heathcare Fund24.7%22.21%23.71%
Mirae Asset Small Cap Fund39.47%24.84%26.65%
UTI Focused Fund-1.5%11.05%9.63%
HDFC Pharma And Healthcare Fund34.61%24.23%29.8%
Kotak Midcap Fund-19.87%-6.28%1.95%
Quant Teck Fund-12.31%-5.01%-10.74%
SBI Healthcare Opportunities Fund-15.39%-1.78%1.64%
Axis Large Cap Fund5.68%12.81%9.67%
ITI Flexi Cap Fund5.51%13.56%12.06%
JM Flexicap Fund-15.23%-2.19%1.29%
LIC MF Multi Cap Fund-3.39%7.14%11.38%
ITI Large Cap Fund-0.95%12.34%8.51%
Motilal Oswal Midcap Fund-18.71%-7.52%-0.58%
Quantum ELSS Tax Saver Fund6.85%9.83%6.53%
Taurus Ethical Fund11.82%11.38%7.81%
Axis ELSS Tax Saver Fund-7.39%6.98%6.09%
Quantum Value Fund7.22%9.94%6.48%
HSBC Financial Services Fund34.75%22.83%16.11%
ICICI Prudential Us Bluechip Equity Fund85.9%37.2%33.55%
ICICI Prudential Multicap Fund-14.07%0.4%1.46%
ICICI Prudential Focused Equity Fund21.21%24.43%20.78%
Edelweiss Large Mid Cap Fund13.15%17.54%12.31%
HDFC Large Cap Fund14.63%16.07%12.12%
Groww Largecap Fund7.24%15.42%13.06%
HDFC Business Cycle Fund1.93%17.58%17.71%
Union Large Midcap Fund-9.39%2.45%6.92%
SBI Automotive Opportunities Fund10.59%20.84%24.58%
SBI Banking Financial Services Fund27.62%35.28%24.7%
Sundaram Focused Fund1.83%8.97%6.4%
Franklin India Focused Equity Fund3.47%10.69%10.49%
360 One ELSS Tax Saver Nifty 50 Index Fund19.0%21.33%17.63%
Invesco India Multicap Fund-17.66%-4.2%-3.25%
Motilal Oswal Multi Cap Fund29.72%20.53%17.48%
Baroda BNP Paribas Health And Wellness Fund-13.96%-5.8%0%
Kotak Large Midcap Fund1.9%12.45%11.4%
Tata Quant Fund70.37%-6.87%-18.95%
LIC MF Dividend Yield Fund-9.06%3.03%9.74%
Quant Mid Cap Fund-11.06%6.84%-2.01%
Aditya Birla Sun Life PSU Equity Fund-11.88%21.36%13.44%
UTI Large Mid Cap Fund21.67%21.35%14.62%
Quant Manufacturing Fund-18.49%12.62%-1.07%
Motilal Oswal Small Cap Fund37.28%35.07%24.49%
Bank India Consumption Fund23.01%29.92%28.91%
Edelweiss Focused Fund0.07%10.65%8.94%
HSBC Consumption Fund16.98%25.24%14.03%
Franklin India Dividend Yield Fund-5.18%8.01%5.6%
ITI Banking And Financial Services Fund29.21%44.47%26.95%
HSBC Small Cap Fund-6.38%0.32%-7.36%
Aditya Birla Sun Life Quant Fund15.45%6.63%14.53%
Franklin India Flexi Cap Fund1.71%10.53%7.51%
Mirae Asset Flexi Cap Fund7.51%18.45%19.31%
Franklin Asian Equity Fund-9.54%23.75%33.88%
ICICI Prudential Transportation And Logistics Fund27.07%28.59%33.56%
Sundaram Financial Services Opportunities Fund28.34%42.91%19.98%
Mahindra Manulife Value Fund30.11%18.11%16.5%
ICICI Prudential Active Momentum Fund17.19%20.32%0%
Invesco India Contra Fund4.89%9.67%7.69%
ICICI Prudential Infrastructure Fund-21.26%0.2%1.77%
Baroda BNP Paribas Mid Cap Fund8.08%14.47%13.3%
Sundaram ELSS Tax Saver Fund9.29%11.8%10.04%
Bandhan Small Cap Fund-24.05%-1.72%1.31%
Whiteoak Capital Esg Best In Class Strategy Fund15.22%10.85%19.73%
Kotak Rural Opportunities Fund0%0%0%
ITI ELSS Tax Saver Fund-24.54%1.92%3.35%
Axis Multicap Fund-9.59%3.24%6.52%
Invesco India Business Cycle Fund33.34%32.73%31.34%
Invesco India Consumption Fund-17.85%0%0%
Bajaj Finserv Large Cap Fund14.28%5.6%16.44%
SBI Large Cap Fund13.09%18.44%12.68%
JM Value Fund-15.8%-4.35%-2.81%
360 One Focused Fund-9.16%5.95%5.15%
Taurus Flexi Cap Fund-8.88%6.05%4.33%
LIC MF Large Mid Cap Fund-11.68%2.13%2.16%
Motilal Oswal Large And Midcap Fund-33.67%-7.93%-0.19%
Kotak Active Momentum Fund10.84%11.7%0%
Taurus ELSS Tax Saver Fund-17.45%1.74%1.32%
UTI Mid Cap Fund-9.6%2.59%2.84%
DSP ELSS Tax Saver Fund19.18%21.46%13.1%
Edelweiss Multi Cap Fund30.6%24.14%19.26%
Quant Infrastructure Fund-24.08%0.73%4.14%
Invesco India Financial Services Fund25.62%36.09%19.95%
Aditya Birla Sun Life Infrastructure Fund-18.16%-1.2%2.12%
Canara Robeco Flexicap Fund2.16%7.45%9.14%
Edelweiss Mid Cap Fund5.71%12.77%10.68%
Baroda BNP Paribas Large And Mid Cap Fund2.29%15.25%9.36%
HDFC Non Cyclical Consumer Fund-9.94%6.44%17.73%
HDFC Infrastructure Fund-26.59%-2.9%0.17%
Unifi Flexi Cap Fund2.92%7.15%4.27%
Bajaj Finserv Consumption Fund0.82%15.83%14.76%
Kotak Focused Fund11.09%20.68%19.99%
Sundaram Value Fund11.54%11.63%8.43%
HDFC ELSS Tax Saver Fund2.81%11.49%11.22%
Edelweiss Large Cap Fund11.42%19.2%13.58%
Bank India Large Mid Cap Fund16.71%21.22%15.2%
Invesco India Infrastructure Fund-40.61%-24.45%-15.38%
Franklin India Large Cap Fund19.76%21.96%15.45%
HDFC Technology Fund19.15%23.18%9.61%
Aditya Birla Sun Life Dividend Yield Fund14.85%18.39%10.53%
Mahindra Manulife Multi Cap Fund-3.99%10.57%7.88%
Motilal Oswal Infrastructure Fund34.21%31.58%20.86%
SBI Consumption Opportunities Fund-20.66%-10.6%-2.14%
Motilal Oswal ELSS Tax Saver Fund-28.89%-8.35%-4.23%
Axis Flexi Cap Fund-14.76%2.16%3.82%
Nippon India Active Momentum Fund21.68%13.01%15.27%
Kotak Energy Opportunities Fund9.11%2.92%4.02%
Kotak Large Cap Fund11.3%18.47%13.56%
Quant Esg Integration Strategy Fund7.76%18.37%9.04%
UTI Dividend Yield Fund5.25%13.5%10.22%
SBI Large Midcap Fund18.58%18.92%14.71%
Capitalmind Flexi Cap Fund5.85%10.83%0%
Canara Robeco Consumer Trends Fund-8.11%2.14%5.51%
Baroda BNP Paribas Business Conglomerates Fund14.13%0%0%
Invesco India Manufacturing Fund12.33%8.75%13.37%
Kotak Esg Exclusionary Strategy Fund8.9%13.96%12.74%
Canara Robeco Manufacturing Fund24.18%14.78%13.77%
Data as of 14-Dec-2025

Note: Returns for less than one year are annualised. However, given the nature of the calculation, XIRR for such periods are not meaningful.

Rolling SIP returns (1 year or more):

Fund Any 1Y SIPAny 3Y SIPAny 5Y SIP
Aditya Birla Sun Life Large Cap Fund13.84%15.35%15.32%
Mahindra Manulife ELSS Tax Saver Fund12.07%19.75%18.4%
PGIM India Small Cap Fund10.46%14.9%0%
Nippon India Value Fund14.57%16.58%16.0%
Quant Consumption Fund-6.9%0%0%
Motilal Oswal Business Cycle Fund18.16%0%0%
Quant Multi Cap Fund14.26%23.17%28.6%
Aditya Birla Sun Life Small Cap Fund19.08%13.65%15.48%
Sundaram Services Fund19.22%24.94%19.86%
ITI Focused Fund15.17%0%0%
Sundaram Multi Cap Fund11.65%16.71%0%
HSBC Flexi Cap Fund12.39%15.56%16.07%
Tata Resources Energy Fund14.99%19.76%22.05%
360 One Quant Fund18.53%23.92%0%
Navi ELSS Tax Saver Nifty 50 Index Fund11.99%0%0%
SBI Quant Fund0%0%0%
Motilal Oswal Special Opportunities Fund0%0%0%
Tata Flexi Cap Fund14.96%16.57%16.06%
ICICI Prudential Conglomerate Fund0%0%0%
Navi ELSS Tax Saver Fund11.73%13.84%13.91%
PGIM India Large Cap Fund13.22%13.39%14.11%
Mahindra Manulife Banking Financial Services Fund0%0%0%
Tata Digital India Fund6.24%17.93%25.73%
Groww Value Fund10.56%13.28%13.0%
Nippon India Tax Saver Fund11.28%16.81%16.36%
DSP Large Mid Cap Fund16.02%17.74%15.32%
Sundaram Flexicap Fund22.27%15.25%0%
Tata Multicap Fund13.45%0%0%
ICICI Prudential Smallcap Fund16.71%16.53%17.4%
Mahindra Manulife Small Cap Fund21.41%0%0%
HDFC Flexi Cap Fund17.9%15.42%15.32%
Axis Large Mid Cap Fund18.5%19.36%21.19%
Nippon India Mnc Fund0%0%0%
Mahindra Manulife Mid Cap Fund13.6%19.91%21.92%
Motilal Oswal Innovation Opportunities Fund0%0%0%
Sundaram Large And Midcap Fund16.52%16.05%16.32%
Helios Financial Services Fund18.09%0%0%
Tata Infrastructure Fund1.85%16.42%18.16%
Axis Esg Integration Strategy Fund11.3%9.5%11.91%
ICICI Prudential Commodities Fund20.85%20.22%22.05%
HSBC ELSS Tax Saver Fund29.07%17.25%0%
Bandhan Financial Services Fund17.61%0%0%
ICICI Prudential FMCG Fund16.69%14.73%13.6%
Invesco India PSU Equity Fund18.15%17.54%12.5%
Aditya Birla Sun Life Special Opportunities Fund14.49%21.13%19.23%
UTI India Consumer Fund11.66%14.01%13.49%
Taurus Banking Financial Services Fund17.68%16.39%14.88%
Samco Active Momentum Fund1.37%0%0%
Nippon India Small Cap Fund26.76%29.44%26.39%
Union Active Momentum Fund0%0%0%
ITI Bharat Consumption Fund0%0%0%
Franklin India Multi Factor Fund0%0%0%
Kotak Business Cycle Fund13.33%18.29%0%
Mirae Asset ELSS Tax Saver Fund16.59%17.51%20.4%
Nippon India Pharma Fund5.81%18.78%17.63%
Samco Multi Cap Fund-4.61%0%0%
Union Largecap Fund10.49%14.33%14.26%
Motilal Oswal Focused 25 Mof25 Fund10.27%9.25%10.57%
Aditya Birla Sun Life Conglomerate Fund0%0%0%
Aditya Birla Sun Life Consumption Fund9.42%14.54%15.68%
Franklin India Mid Cap Fund14.54%19.9%19.97%
UTI Value Fund12.67%17.62%17.66%
Motilal Oswal Flexi Cap Fund11.5%10.73%9.95%
Aditya Birla Sun Life Value Fund13.7%21.2%16.35%
Bajaj Finserv Small Cap Fund0%0%0%
Tata India Innovation Fund8.62%0%0%
Nippon India Multi Cap Fund15.93%13.15%14.05%
Quant Small Cap Fund6.27%16.5%26.75%
DSP Multicap Fund7.6%0%0%
Trustmf Multi Cap Fund0%0%0%
Franklin India ELSS Tax Saver Fund12.32%16.13%17.49%
ICICI Prudential Esg Exclusionary Strategy Fund11.33%18.96%17.43%
Aditya Birla Sun Life Mnc Fund10.26%11.89%10.16%
UTI Multi Cap Fund0%0%0%
Invesco India ELSS Tax Saver Fund17.52%15.78%14.22%
Union Multicap Fund18.63%0%0%
Trustmf Small Cap Fund20.9%0%0%
ITI Value Fund12.54%15.98%0%
Nippon India Large Cap Fund16.63%16.17%15.08%
Motilal Oswal Consumption Fund0%0%0%
SBI Focused Fund20.28%18.3%16.97%
LIC MF Focused Fund7.58%0%0%
HDFC Value Fund15.31%17.37%14.0%
Bandhan Healthcare Fund0%0%0%
PGIM India Healthcare Fund6.97%0%0%
Baroda BNP Paribas Large Cap Fund15.74%14.85%0%
HDFC Mnc Fund8.33%0%0%
HDFC Focused Fund16.53%15.47%13.09%
HSBC India Export Opportunities Fund10.95%0%0%
Bandhan Large Cap Fund15.8%14.87%14.7%
Whiteoak Capital Flexi Cap Fund27.18%19.63%0%
ITI Small Cap Fund23.49%23.57%22.41%
DSP Flexi Cap Fund11.96%16.16%16.77%
Bajaj Finserv Large And Mid Cap Fund6.82%0%0%
Mirae Asset Infrastructure Fund0%0%0%
LIC MF ELSS Tax Saver Fund5.45%13.87%14.4%
Mirae Asset Focused Fund10.18%12.55%12.26%
Bandhan Business Cycle Fund12.91%0%0%
Templeton India Value Fund14.96%17.06%15.79%
ICICI Prudential Large Mid Cap Fund18.84%21.0%20.82%
Axis Midcap Fund17.67%16.69%18.78%
Bandhan Flexi Cap Fund14.5%15.52%15.13%
Taurus Mid Cap Fund13.55%15.57%16.27%
Tata Focused Fund20.26%17.54%15.61%
UTI Mnc Fund13.03%13.27%12.97%
Samco Large Mid Cap Fund0%0%0%
Franklin India Small Cap Fund16.0%22.98%19.69%
Aditya Birla Sun Life International Equity Fund9.02%9.82%10.07%
Tata Ethical Fund12.66%13.69%14.74%
Aditya Birla Sun Life Digital India Fund11.34%17.41%21.39%
Samco ELSS Tax Saver Fund7.46%0%0%
Nippon India Japan Equity Fund8.36%8.42%7.99%
Kotak Multicap Fund20.39%21.45%0%
Mirae Asset Large Midcap Fund16.55%17.59%20.05%
Helios Mid Cap Fund0%0%0%
Bank India Business Cycle Fund4.81%0%0%
Bank India ELSS Tax Saver Fund17.52%18.45%18.88%
Sundaram Consumption Fund17.56%17.44%12.5%
UTI Healthcare Fund4.65%9.08%13.45%
Motilal Oswal Digital India Fund16.8%0%0%
PGIM India Flexi Cap Fund12.35%15.02%20.94%
Bandhan Infrastructure Fund12.75%23.99%18.89%
Bank India Mid Cap Fund0%0%0%
SBI Infrastructure Fund7.73%17.64%19.65%
Motilal Oswal Quant Fund1.87%0%0%
UTI Banking And Financial Services Fund15.74%16.28%11.52%
Shriram Multi Sector Rotation Fund0%0%0%
HDFC Mid Cap Fund21.65%23.61%22.56%
Sundaram Dividend Yield Fund12.09%14.55%0%
Baroda BNP Paribas Focused Fund18.19%13.99%0%
Sundaram Business Cycle Fund10.81%0%0%
Mirae Asset Multicap Fund14.06%0%0%
UTI Quant Fund0%0%0%
HDFC Manufacturing Fund11.86%0%0%
Tata Business Cycle Fund19.52%14.58%0%
Edelweiss Flexi Cap Fund12.01%18.64%17.41%
DSP Banking Financial Services Fund19.32%0%0%
Bandhan ELSS Tax Saver Fund15.08%18.28%19.1%
Invesco India Smallcap Fund11.08%23.39%24.4%
Axis Value Fund14.77%21.42%0%
HDFC Multi Cap Fund20.98%16.85%0%
HDFC Transportation And Logistics Fund18.67%0%0%
Quantum Ethical Fund0%0%0%
Mahindra Manulife Business Cycle Fund5.87%0%0%
Union Value Fund15.74%20.63%17.51%
HSBC Tax Saver Equity Fund13.37%17.33%15.02%
Edelweiss Small Cap Fund25.93%30.55%26.91%
Quant Value Fund23.82%16.63%0%
LIC MF Large Cap Fund12.12%12.25%12.93%
Kotak Banking Financial Services Fund19.0%0%0%
Aditya Birla Sun Life Large Mid Cap Fund10.74%14.23%13.03%
DSP Quant Fund15.67%11.26%11.03%
ICICI Prudential Value Erstwhile Value Discovery Fund16.09%20.11%21.5%
Invesco India Flexi Cap Fund18.94%20.78%0%
360 One Flexicap Fund7.38%0%0%
Navi Large Midcap Fund13.52%13.08%14.53%
Aditya Birla Sun Life Banking And Financial Services Fund17.82%18.67%14.38%
HDFC Defence Fund29.49%0%0%
The Wealth Company Flexi Cap Fund0%0%0%
Baroda BNP Paribas Flexi Cap Fund23.13%15.14%0%
Axis Services Opportunities Fund0%0%0%
Motilal Oswal Services Fund0%0%0%
Aditya Birla Sun Life Flexi Cap Fund16.32%18.48%16.78%
Canara Robeco Infrastructure Fund14.56%21.15%20.35%
Whiteoak Capital Digital Bharat Fund19.05%0%0%
Aditya Birla Sun Life Transportation And Logistics Fund4.19%0%0%
Quant PSU Fund-5.73%0%0%
Mahindra Manulife Focused Fund13.45%21.92%19.55%
JM Large Mid Cap Fund0%0%0%
Axis Quant Fund9.69%11.49%0%
Tata Value Fund13.11%16.97%18.64%
LIC MF Infrastructure Fund7.64%22.68%24.69%
Kotak Infrastructure Economic Reform Fund19.2%17.15%19.05%
Baroda BNP Paribas Multi Cap Fund12.86%14.13%14.49%
Invesco India Midcap Fund23.32%27.44%24.85%
Invesco India Focused Fund4.54%18.13%19.82%
Mahindra Manulife Large Mid Cap Fund24.42%19.79%16.62%
Motilal Oswal Active Momentum Fund0%0%0%
Franklin India Technology Fund12.42%17.65%17.67%
Tata Large Cap Fund14.01%13.84%13.43%
HSBC Large Cap Fund13.35%13.67%13.32%
HDFC Long Term Advantage Fund16.19%14.67%12.75%
Edelweiss Business Cycle Fund4.22%0%0%
LIC MF Healthcare Fund7.08%0%0%
ICICI Prudential Midcap Fund18.69%21.42%19.28%
Baroda BNP Paribas ELSS Tax Saver Fund15.55%19.18%0%
Taurus Large Cap Fund11.35%13.44%13.28%
ICICI Prudential PSU Equity Fund35.92%21.26%0%
HDFC Dividend Yield Fund16.14%15.12%0%
Union Small Cap Fund11.16%17.6%21.36%
Navi Flexi Cap Fund14.35%19.93%18.63%
Aditya Birla Sun Life Pharma And Healthcare Fund18.94%10.74%17.06%
Kotak Healthcare Fund6.24%0%0%
Baroda BNP Paribas Business Cycle Fund11.6%14.96%0%
Nippon India Consumption Fund14.27%13.31%13.5%
Nippon India Focused Fund14.82%16.18%17.06%
Kotak Transportation Logistics Fund0%0%0%
UTI Small Cap Fund9.24%20.26%0%
Nippon India Taiwan Equity Fund30.98%41.37%0%
Bajaj Finserv ELSS Tax Saver Fund0%0%0%
Bandhan Value Fund18.61%21.5%19.59%
Kotak Contra Fund15.98%19.28%18.56%
Helios Small Cap Fund0%0%0%
Groww Multicap Fund0%0%0%
Union Flexi Cap Fund13.3%13.82%16.7%
HSBC Value Fund23.03%19.4%0%
Canara Robeco ELSS Tax Saver Fund14.57%13.72%15.97%
LIC MF Mid Cap Fund8.6%0%0%
Samco Special Opportunities Fund3.21%0%0%
Invesco India Esg Integration Strategy Fund0.19%12.68%0%
Quant Commodities Fund-2.3%0%0%
UTI Large Cap Fund12.13%13.1%12.96%
Mirae Asset Large Cap Fund15.76%14.58%14.01%
Axis Small Cap Fund6.52%15.3%18.49%
LIC MF Manufacturing Fund16.74%0%0%
Edelweiss Consumption Fund0%0%0%
DSP Value Fund8.34%18.92%17.48%
Tata Mid Cap Fund16.28%18.77%19.85%
Quant Healthcare Fund3.3%0%0%
ICICI Prudential Technology Fund16.37%16.07%22.54%
HDFC Large And Mid Cap Fund11.13%19.06%19.43%
Old Bridge Focused Fund3.32%0%0%
Helios Large Mid Cap Fund22.56%0%0%
NJ ELSS Tax Saver Scheme Fund3.32%0%0%
Franklin India Multi Cap Fund13.95%0%0%
Aditya Birla Sun Life Manufacturing Equity Fund9.9%17.61%16.83%
ICICI Prudential ELSS Tax Saver Fund12.98%16.27%16.25%
JM Focused Fund15.05%16.76%15.54%
UTI ELSS Tax Saver Fund12.93%13.81%13.99%
SBI PSU Fund14.32%10.55%6.28%
Bajaj Finserv Flexi Cap Fund14.64%0%0%
ICICI Prudential Mnc Fund23.66%19.46%15.41%
Whiteoak Capital ELSS Tax Saver Fund30.44%21.77%0%
Union Midcap Fund14.07%19.31%19.57%
ITI Multi Cap Fund12.48%17.36%17.86%
Quant Bfsi Fund19.13%0%0%
SBI Comma Fund12.69%17.24%16.39%
Bajaj Finserv Multi Cap Fund0%0%0%
ITI Mid Cap Fund12.56%22.85%0%
Baroda BNP Paribas Dividend Yield Fund10.9%0%0%
Union Business Cycle Fund5.17%0%0%
DSP Natural Resources And New Energy Fund18.75%20.57%19.48%
Tata India Consumer Fund16.37%18.06%18.59%
Union Innovation Opportunities Fund11.39%0%0%
Bank India Manufacturing Infrastructure Fund18.07%16.58%17.55%
JM ELSS Tax Saver Fund17.58%19.25%18.87%
Edelweiss Recently Listed Ipo Fund8.88%17.84%0%
SBI Mnc Fund14.01%14.12%14.37%
Kotak ELSS Tax Saver Fund16.78%17.55%16.49%
Baroda BNP Paribas Value Fund1.59%0%0%
Aditya Birla Sun Life Commodity Equities Global Agri Fund6.97%5.74%6.65%
Bank India Multi Cap Fund15.43%0%0%
Samco Large Cap Fund0%0%0%
Union Focused Fund19.39%15.73%11.54%
Sundaram Mid Cap Fund17.16%20.34%13.23%
Mahindra Manulife Consumption Fund16.0%18.76%16.2%
DSP Small Cap Fund22.98%25.48%20.8%
Parag Parikh ELSS Tax Saver Fund18.05%19.41%17.93%
Mahindra Manulife Manufacturing Fund11.52%0%0%
Bajaj Finserv Healthcare Fund0%0%0%
Groww Banking Financial Services Fund15.11%0%0%
Whiteoak Capital Quality Equity Fund0%0%0%
DSP Healthcare Fund27.23%16.84%18.6%
Mirae Asset Midcap Fund24.96%24.25%20.22%
ICICI Prudential Large Cap Erstwhile Bluechip Fund15.95%17.36%16.77%
ICICI Prudential Exports Services Fund13.97%18.74%19.32%
HSBC Focused Fund12.88%16.68%15.93%
Canara Robeco Small Cap Fund26.98%28.45%24.84%
Aditya Birla Sun Life Multi Cap Fund11.41%16.14%0%
UTI Transportation And Logistics Fund22.75%20.47%12.77%
Axis Focused Fund12.88%13.6%14.08%
Franklin India Opportunities Fund13.97%15.38%14.84%
ICICI Prudential Banking And Financial Services Fund18.6%18.2%15.14%
Invesco India Large Mid Cap Fund17.4%16.19%14.56%
Mirae Asset Banking And Financial Services Fund15.43%20.04%0%
Quant Flexi Cap Fund10.89%18.97%26.41%
Bandhan Innovation Fund15.63%0%0%
DSP Midcap Fund12.55%17.81%16.89%
HSBC Multi Cap Fund16.19%0%0%
JM Large Cap Fund11.26%10.84%11.67%
Baroda BNP Paribas Small Cap Fund2.81%0%0%
Edelweiss Technology Fund5.76%0%0%
Groww ELSS Tax Saver Fund8.58%13.58%14.19%
NJ Flexi Cap Fund-0.48%0%0%
Taurus Infrastructure Fund14.28%16.33%13.86%
Canara Robeco Mid Cap Fund22.97%18.25%0%
DSP India Tiger Fund7.9%19.03%23.54%
Kotak Manufacture In India Fund22.05%20.5%0%
Sundaram Small Cap Fund14.57%20.11%19.29%
Canara Robeco Large Cap Fund14.51%15.34%16.25%
DSP Business Cycle Fund0%0%0%
DSP Focused Fund13.3%18.1%16.77%
SBI Technology Opportunities Fund15.28%16.8%18.03%
Quant ELSS Tax Saver Fund14.11%15.77%26.04%
ICICI Prudential Quality Fund0%0%0%
Franklin Build India Fund19.09%21.35%16.87%
Whiteoak Capital Large Mid Cap Fund10.79%0%0%
ICICI Prudential Rural Opportunities Fund0%0%0%
Bank India Large Cap Fund12.93%14.42%0%
Mahindra Manulife Flexi Cap Fund12.62%15.89%0%
Tata Banking And Financial Services Fund20.92%17.05%15.94%
SBI Multicap Fund16.31%16.34%0%
HDFC Banking Financial Services Fund22.99%17.98%0%
Baroda BNP Paribas Banking And Financial Services Fund16.25%14.7%12.48%
HSBC Midcap Fund35.17%21.37%0%
Baroda BNP Paribas India Consumption Fund22.18%14.93%0%
Aditya Birla Sun Life Focused Fund14.29%14.59%13.69%
SBI Energy Opportunities Fund2.96%0%0%
Quantum Small Cap Fund11.13%0%0%
Nippon India Us Equity Opportunities Fund16.78%19.2%15.34%
Nippon India Power Infra Fund10.34%19.97%22.92%
ICICI Prudential Dividend Yield Equity Fund16.53%21.62%23.52%
Bandhan Multi Factor Fund0%0%0%
Mahindra Manulife Large Cap Fund12.83%16.53%14.95%
ICICI Prudential Innovation Fund16.5%0%0%
Canara Robeco Multi Cap Fund12.85%0%0%
Kotak Consumption Fund10.56%0%0%
LIC MF Banking And Financial Services Fund17.46%8.73%10.11%
HSBC Infrastructure Fund25.42%14.38%0%
Canara Robeco Large And Mid Cap Fund9.68%16.36%15.79%
SBI Small Cap Fund23.77%23.9%21.14%
Nippon India Vision Large Mid Cap Fund12.39%18.65%18.66%
Axis India Manufacturing Fund5.92%0%0%
Shriram Flexi Cap Fund9.58%11.05%11.66%
Franklin India Large Mid Cap Fund13.83%16.7%16.15%
Aditya Birla Sun Life ELSS Tax Saver Fund13.72%12.87%10.65%
Bandhan Transportation And Logistics Fund32.51%25.0%0%
Helios Flexi Cap Fund12.6%0%0%
SBI ELSS Tax Saver Fund14.91%13.67%13.34%
SBI Equity Minimum Variance Fund18.33%17.24%13.35%
Motilal Oswal Manufacturing Fund17.78%0%0%
Sundaram Multi Factor Fund0%0%0%
Tata ELSS Fund14.13%16.63%15.9%
SBI Innovative Opportunities Fund10.26%0%0%
Nippon India Flexi Cap Fund12.29%16.68%0%
HDFC Innovation Fund0%0%0%
Nippon India Quant Fund13.03%17.73%18.52%
Trustmf Flexi Cap Fund5.43%0%0%
JM Small Cap Fund7.32%0%0%
SBI Contra Fund16.56%16.68%20.61%
Kotak Mnc Fund17.74%0%0%
Bandhan Large Mid Cap Fund15.94%17.73%15.31%
ITI Pharma And Healthcare Fund4.07%21.66%0%
Parag Parikh Flexi Cap Fund16.85%18.66%18.87%
Quant Momentum Fund-0.86%0%0%
Bank India Flexi Cap Fund14.7%20.34%19.98%
Baroda BNP Paribas Innovation Fund6.31%0%0%
Kotak Flexicap Fund15.89%16.83%14.66%
Quantum Esg Best In Class Strategy Fund12.86%15.5%14.45%
Invesco India Largecap Fund14.06%16.0%16.2%
Canara Robeco Focused Fund15.66%21.03%0%
SBI Flexicap Fund11.76%15.51%14.66%
Aditya Birla Sun Life International Equity B Fund10.17%11.5%10.44%
UTI Innovation Fund2.98%0%0%
Aditya Birla Sun Life Business Cycle Fund12.62%14.89%0%
Axis Momentum Fund0%0%0%
Baroda BNP Paribas Energy Opportunities Fund0%0%0%
Mirae Asset Great Consumer Fund18.72%15.54%17.59%
Axis Innovation Fund0.65%16.83%0%
Kotak Pioneer Fund26.89%21.22%19.9%
JM Midcap Fund26.31%19.8%0%
Whiteoak Capital Special Opportunities Fund17.36%0%0%
Samco Flexi Cap Fund11.83%-1.56%0%
Union ELSS Tax Saver Fund13.59%13.46%16.58%
SBI Midcap Fund17.92%20.84%17.45%
HDFC Housing Opportunities Fund19.15%12.83%16.5%
Aditya Birla Sun Life Esg Integration Strategy Fund12.18%15.66%0%
Motilal Oswal Large Cap Fund15.42%0%0%
Axis Consumption Fund10.86%0%0%
Nippon India Banking Financial Services Fund21.32%18.81%19.23%
Quant Focused Fund12.17%16.62%18.43%
SBI Esg Exclusionary Strategy Fund13.22%13.9%14.33%
ICICI Prudential Energy Opportunities Fund11.67%0%0%
Baroda BNP Paribas Manufacturing Fund11.94%0%0%
Quant Quantamental Fund19.89%20.81%0%
Mirae Asset Healthcare Fund19.77%19.96%21.93%
Whiteoak Capital Large Cap Fund22.5%18.05%0%
Nippon India Innovation Fund11.82%0%0%
ICICI Prudential Bharat Consumption Fund18.91%20.09%16.93%
Whiteoak Capital Multi Cap Fund15.07%0%0%
Jioblackrock Flexi Cap Fund0%0%0%
Bandhan Multi Cap Fund17.49%17.64%0%
Quant Business Cycle Fund-2.77%0%0%
Nippon India Mid Cap Fund13.1%21.08%22.84%
Tata Dividend Yield Fund16.61%16.45%0%
Bandhan Focused Fund14.41%14.91%14.05%
Kotak Technology Fund-2.78%0%0%
Kotak Special Opportunities Fund7.41%0%0%
Quant Large Mid Cap Fund13.97%19.61%21.43%
The Wealth Company Ethical Fund0%0%0%
Tata Small Cap Fund-4.43%10.57%18.08%
ICICI Prudential Equity Minimum Variance Fund16.88%0%0%
PGIM India Large And Midcap Fund12.37%0%0%
ICICI Prudential Quant Fund11.88%18.83%0%
ICICI Prudential Flexicap Fund19.58%19.79%0%
UTI Infrastructure Fund9.73%16.27%17.26%
Tata Large Mid Cap Fund7.74%15.29%14.53%
DSP Large Cap Fund12.57%12.11%11.29%
UTI Flexi Cap Fund6.71%11.7%10.31%
PGIM India Multi Cap Fund15.6%0%0%
Sundaram Infrastructure Advantage Fund12.61%19.37%16.84%
Bajaj Finserv Banking And Financial Services Fund0%0%0%
HSBC Business Cycles Fund32.33%16.0%0%
LIC MF Value Fund4.8%0%0%
LIC MF Flexi Cap Fund11.77%11.59%12.09%
Shriram ELSS Tax Saver Fund10.47%11.57%11.57%
Tata India Pharma Healthcare Fund3.88%16.26%19.67%
LIC MF Small Cap Fund2.85%0%0%
ICICI Prudential Housing Opportunities Fund9.66%15.22%0%
Quant Large Cap Fund19.85%14.07%0%
Aditya Birla Sun Life Midcap Fund12.76%18.07%18.19%
Bandhan Midcap Fund14.1%19.63%0%
Invesco India Technology Fund11.09%0%0%
Kotak Small Cap Fund13.96%19.87%20.4%
PGIM India ELSS Tax Saver Fund12.7%12.65%14.07%
LIC MF Consumption Fund0%0%0%
Tata Housing Opportunities Fund6.07%10.97%0%
PGIM India Midcap Fund11.02%15.63%24.13%
HSBC Large Mid Cap Fund15.23%19.5%18.83%
Sundaram Large Cap Fund11.86%12.18%13.19%
Canara Robeco Value Fund21.15%15.27%0%
Axis Business Cycles Fund12.92%0%0%
SBI Dividend Yield Fund10.48%0%0%
HDFC Small Cap Fund17.61%25.26%19.98%
Bank India Small Cap Fund29.53%34.74%19.18%
Whiteoak Capital Banking Financial Services Fund19.55%0%0%
ICICI Prudential Business Cycle Fund17.44%25.6%0%
Edelweiss ELSS Tax Saver Fund18.87%17.03%16.75%
ITI Large Midcap Fund9.09%0%0%
Kotak Quant Fund2.53%0%0%
Whiteoak Capital Mid Cap Fund40.11%25.61%0%
Whiteoak Capital Pharma And Heathcare Fund15.6%0%0%
Mirae Asset Small Cap Fund0%0%0%
UTI Focused Fund12.39%14.45%0%
HDFC Pharma And Healthcare Fund14.8%0%0%
Kotak Midcap Fund15.01%23.54%21.7%
Quant Teck Fund-5.67%0%0%
SBI Healthcare Opportunities Fund7.48%12.87%14.45%
Axis Large Cap Fund14.27%13.99%14.47%
ITI Flexi Cap Fund14.92%0%0%
JM Flexicap Fund18.18%18.11%16.39%
LIC MF Multi Cap Fund30.18%20.39%0%
ITI Large Cap Fund11.03%19.11%0%
Motilal Oswal Midcap Fund16.1%22.89%23.53%
Quantum ELSS Tax Saver Fund7.98%15.12%15.84%
Taurus Ethical Fund13.52%13.17%13.96%
Axis ELSS Tax Saver Fund15.69%14.51%13.78%
Quantum Value Fund11.56%15.26%14.24%
HSBC Financial Services Fund0%0%0%
ICICI Prudential Us Bluechip Equity Fund15.98%15.28%15.38%
ICICI Prudential Multicap Fund13.91%16.44%15.19%
ICICI Prudential Focused Equity Fund14.58%13.14%14.55%
Edelweiss Large Mid Cap Fund13.39%17.82%18.22%
HDFC Large Cap Fund14.97%13.87%15.77%
Groww Largecap Fund13.67%12.63%12.79%
HDFC Business Cycle Fund15.21%11.94%0%
Union Large Midcap Fund13.54%16.68%16.45%
SBI Automotive Opportunities Fund23.94%0%0%
SBI Banking Financial Services Fund25.27%20.31%19.43%
Sundaram Focused Fund12.22%13.27%0%
Franklin India Focused Equity Fund16.19%18.21%16.46%
360 One ELSS Tax Saver Nifty 50 Index Fund13.87%0%0%
Invesco India Multicap Fund9.42%17.39%16.77%
Motilal Oswal Multi Cap Fund16.93%0%0%
Baroda BNP Paribas Health And Wellness Fund0%0%0%
Kotak Large Midcap Fund16.78%19.19%18.67%
Tata Quant Fund16.88%15.7%12.73%
LIC MF Dividend Yield Fund9.56%0%0%
Quant Mid Cap Fund1.78%10.44%18.32%
Aditya Birla Sun Life PSU Equity Fund29.07%31.62%28.38%
UTI Large Mid Cap Fund15.18%18.76%17.25%
Quant Manufacturing Fund-3.13%0%0%
Motilal Oswal Small Cap Fund9.69%0%0%
Bank India Consumption Fund0%0%0%
Edelweiss Focused Fund24.04%16.4%0%
HSBC Consumption Fund10.36%0%0%
Franklin India Dividend Yield Fund12.9%13.26%16.54%
ITI Banking And Financial Services Fund17.74%16.98%0%
HSBC Small Cap Fund26.3%10.7%0%
Aditya Birla Sun Life Quant Fund6.4%0%0%
Franklin India Flexi Cap Fund12.06%17.23%18.02%
Mirae Asset Flexi Cap Fund16.63%0%0%
Franklin Asian Equity Fund26.02%17.91%10.22%
ICICI Prudential Transportation And Logistics Fund31.69%27.15%0%
Sundaram Financial Services Opportunities Fund20.44%18.38%16.25%
Mahindra Manulife Value Fund0%0%0%
ICICI Prudential Active Momentum Fund0%0%0%
Invesco India Contra Fund17.99%19.08%16.63%
ICICI Prudential Infrastructure Fund12.61%18.68%21.95%
Baroda BNP Paribas Mid Cap Fund21.09%18.75%0%
Sundaram ELSS Tax Saver Fund14.62%15.39%0%
Bandhan Small Cap Fund18.2%30.73%26.84%
Whiteoak Capital Esg Best In Class Strategy Fund13.48%0%0%
Kotak Rural Opportunities Fund0%0%0%
ITI ELSS Tax Saver Fund15.55%20.58%18.68%
Axis Multicap Fund25.36%23.24%0%
Invesco India Business Cycle Fund0%0%0%
Invesco India Consumption Fund0%0%0%
Bajaj Finserv Large Cap Fund13.08%0%0%
SBI Large Cap Fund14.81%16.01%14.74%
JM Value Fund18.04%19.35%15.57%
360 One Focused Fund19.54%13.2%15.08%
Taurus Flexi Cap Fund9.04%12.19%10.91%
LIC MF Large Mid Cap Fund14.96%15.32%16.19%
Motilal Oswal Large And Midcap Fund30.42%22.63%23.91%
Kotak Active Momentum Fund0%0%0%
Taurus ELSS Tax Saver Fund14.57%15.11%13.02%
UTI Mid Cap Fund16.08%14.54%16.04%
DSP ELSS Tax Saver Fund14.84%18.91%18.88%
Edelweiss Multi Cap Fund6.25%0%0%
Quant Infrastructure Fund7.21%13.72%20.75%
Invesco India Financial Services Fund19.59%17.28%15.71%
Aditya Birla Sun Life Infrastructure Fund15.15%17.56%13.22%
Canara Robeco Flexicap Fund14.7%13.88%15.16%
Edelweiss Mid Cap Fund13.1%24.77%22.88%
Baroda BNP Paribas Large And Mid Cap Fund14.48%21.97%18.27%
HDFC Non Cyclical Consumer Fund8.09%0%0%
HDFC Infrastructure Fund15.49%20.34%16.96%
Unifi Flexi Cap Fund0%0%0%
Bajaj Finserv Consumption Fund1.01%0%0%
Kotak Focused Fund18.72%18.41%17.31%
Sundaram Value Fund11.43%12.54%13.46%
HDFC ELSS Tax Saver Fund15.77%15.72%16.42%
Edelweiss Large Cap Fund15.73%14.34%14.92%
Bank India Large Mid Cap Fund15.09%15.82%16.69%
Invesco India Infrastructure Fund9.39%17.92%21.11%
Franklin India Large Cap Fund10.68%13.1%12.66%
HDFC Technology Fund4.56%0%0%
Aditya Birla Sun Life Dividend Yield Fund14.23%13.46%11.77%
Mahindra Manulife Multi Cap Fund12.06%18.42%19.57%
Motilal Oswal Infrastructure Fund0%0%0%
SBI Consumption Opportunities Fund17.29%18.76%17.49%
Motilal Oswal ELSS Tax Saver Fund8.86%19.45%20.98%
Axis Flexi Cap Fund10.31%14.9%13.65%
Nippon India Active Momentum Fund0%0%0%
Kotak Energy Opportunities Fund0%0%0%
Kotak Large Cap Fund15.22%14.45%14.87%
Quant Esg Integration Strategy Fund22.68%24.37%18.27%
UTI Dividend Yield Fund11.8%13.15%13.78%
SBI Large Midcap Fund16.21%17.51%18.39%
Capitalmind Flexi Cap Fund0%0%0%
Canara Robeco Consumer Trends Fund10.03%18.37%17.05%
Baroda BNP Paribas Business Conglomerates Fund0%0%0%
Invesco India Manufacturing Fund8.41%0%0%
Kotak Esg Exclusionary Strategy Fund11.61%16.15%0%
Canara Robeco Manufacturing Fund9.72%0%0%
Data as of 14-Dec-2025
SIP Calculator


Rolling Lumpsum returns
Fund Any 1YAny 3YAny 5Y
Aditya Birla Sun Life Large Cap Fund6.31%15.31%17.66%
Mahindra Manulife ELSS Tax Saver Fund7.85%16.26%18.34%
PGIM India Small Cap Fund6.24%14.66%0%
Nippon India Value Fund12.86%15.74%14.67%
Quant Consumption Fund-8.13%0%0%
Motilal Oswal Business Cycle Fund14.31%0%0%
Quant Multi Cap Fund13.84%19.72%22.8%
Aditya Birla Sun Life Small Cap Fund17.63%18.08%20.82%
Sundaram Services Fund16.55%26.64%22.44%
ITI Focused Fund11.95%0%0%
Sundaram Multi Cap Fund12.15%17.94%0%
HSBC Flexi Cap Fund9.1%19.15%15.24%
Tata Resources Energy Fund15.77%18.77%20.39%
360 One Quant Fund23.36%24.56%0%
Navi ELSS Tax Saver Nifty 50 Index Fund10.4%0%0%
SBI Quant Fund0%0%0%
Motilal Oswal Special Opportunities Fund0%0%0%
Tata Flexi Cap Fund12.01%16.98%16.82%
ICICI Prudential Conglomerate Fund0%0%0%
Navi ELSS Tax Saver Fund10.21%12.66%12.16%
PGIM India Large Cap Fund10.57%13.08%11.9%
Mahindra Manulife Banking Financial Services Fund0%0%0%
Tata Digital India Fund12.12%18.48%24.11%
Groww Value Fund8.1%9.36%8.3%
Nippon India Tax Saver Fund5.64%16.13%15.5%
DSP Large Mid Cap Fund14.46%16.89%14.16%
Sundaram Flexicap Fund16.49%15.68%0%
Tata Multicap Fund9.19%0%0%
ICICI Prudential Smallcap Fund13.47%15.62%14.9%
Mahindra Manulife Small Cap Fund35.83%0%0%
HDFC Flexi Cap Fund13.96%13.85%14.21%
Axis Large Mid Cap Fund18.93%21.54%23.14%
Nippon India Mnc Fund0%0%0%
Mahindra Manulife Mid Cap Fund8.8%24.56%26.88%
Motilal Oswal Innovation Opportunities Fund0%0%0%
Sundaram Large And Midcap Fund14.35%16.74%19.64%
Helios Financial Services Fund12.35%0%0%
Tata Infrastructure Fund5.6%17.75%21.45%
Axis Esg Integration Strategy Fund12.02%17.34%13.23%
ICICI Prudential Commodities Fund12.06%24.61%33.12%
HSBC ELSS Tax Saver Fund29.26%19.38%0%
Bandhan Financial Services Fund15.88%0%0%
ICICI Prudential FMCG Fund16.42%13.98%13.49%
Invesco India PSU Equity Fund14.69%13.8%11.26%
Aditya Birla Sun Life Special Opportunities Fund13.62%19.56%20.85%
UTI India Consumer Fund10.99%12.52%12.21%
Taurus Banking Financial Services Fund13.88%12.99%12.93%
Samco Active Momentum Fund8.9%0%0%
Nippon India Small Cap Fund18.03%24.9%24.51%
Union Active Momentum Fund0%0%0%
ITI Bharat Consumption Fund0%0%0%
Franklin India Multi Factor Fund0%0%0%
Kotak Business Cycle Fund7.7%18.54%0%
Mirae Asset ELSS Tax Saver Fund15.79%20.5%18.42%
Nippon India Pharma Fund0.82%22.42%17.3%
Samco Multi Cap Fund-6.12%0%0%
Union Largecap Fund5.24%13.6%15.77%
Motilal Oswal Focused 25 Mof25 Fund3.44%12.68%11.56%
Aditya Birla Sun Life Conglomerate Fund0%0%0%
Aditya Birla Sun Life Consumption Fund5.74%15.87%18.62%
Franklin India Mid Cap Fund13.61%22.03%21.62%
UTI Value Fund7.92%16.22%17.68%
Motilal Oswal Flexi Cap Fund10.46%12.2%9.7%
Aditya Birla Sun Life Value Fund8.18%19.67%12.24%
Bajaj Finserv Small Cap Fund0%0%0%
Tata India Innovation Fund-1.46%0%0%
Nippon India Multi Cap Fund13.38%13.34%13.38%
Quant Small Cap Fund-1.64%24.14%31.95%
DSP Multicap Fund3.91%0%0%
Trustmf Multi Cap Fund0%0%0%
Franklin India ELSS Tax Saver Fund10.41%17.9%20.77%
ICICI Prudential Esg Exclusionary Strategy Fund7.5%19.49%17.67%
Aditya Birla Sun Life Mnc Fund7.74%10.95%11.11%
UTI Multi Cap Fund0%0%0%
Invesco India ELSS Tax Saver Fund15.3%15.83%14.59%
Union Multicap Fund25.32%0%0%
Trustmf Small Cap Fund9.61%0%0%
ITI Value Fund3.26%19.53%0%
Nippon India Large Cap Fund13.58%14.64%13.91%
Motilal Oswal Consumption Fund0%0%0%
SBI Focused Fund13.05%18.05%18.69%
LIC MF Focused Fund8.41%0%0%
HDFC Value Fund14.57%15.68%12.48%
Bandhan Healthcare Fund0%0%0%
PGIM India Healthcare Fund1.41%0%0%
Baroda BNP Paribas Large Cap Fund15.05%16.09%0%
HDFC Mnc Fund4.17%0%0%
HDFC Focused Fund15.02%12.95%11.47%
HSBC India Export Opportunities Fund2.01%0%0%
Bandhan Large Cap Fund12.83%13.79%14.05%
Whiteoak Capital Flexi Cap Fund16.58%20.43%0%
ITI Small Cap Fund16.54%27.0%24.79%
DSP Flexi Cap Fund14.64%16.64%17.32%
Bajaj Finserv Large And Mid Cap Fund6.09%0%0%
Mirae Asset Infrastructure Fund0%0%0%
LIC MF ELSS Tax Saver Fund0.66%15.98%16.69%
Mirae Asset Focused Fund6.44%12.12%15.74%
Bandhan Business Cycle Fund5.92%0%0%
Templeton India Value Fund14.0%14.73%12.9%
ICICI Prudential Large Mid Cap Fund12.96%19.44%16.58%
Axis Midcap Fund16.51%19.06%18.5%
Bandhan Flexi Cap Fund10.2%15.25%13.68%
Taurus Mid Cap Fund11.15%17.85%17.86%
Tata Focused Fund18.62%25.56%19.31%
UTI Mnc Fund10.18%13.15%12.05%
Samco Large Mid Cap Fund0%0%0%
Franklin India Small Cap Fund15.44%21.94%16.9%
Aditya Birla Sun Life International Equity Fund9.33%10.25%9.63%
Tata Ethical Fund10.64%13.02%15.57%
Aditya Birla Sun Life Digital India Fund14.68%18.83%20.75%
Samco ELSS Tax Saver Fund12.34%0%0%
Nippon India Japan Equity Fund8.39%8.27%7.28%
Kotak Multicap Fund14.09%23.85%0%
Mirae Asset Large Midcap Fund14.18%18.49%20.35%
Helios Mid Cap Fund0%0%0%
Bank India Business Cycle Fund-6.37%0%0%
Bank India ELSS Tax Saver Fund16.47%17.49%18.96%
Sundaram Consumption Fund14.87%16.18%12.28%
UTI Healthcare Fund4.59%15.54%11.81%
Motilal Oswal Digital India Fund4.39%0%0%
PGIM India Flexi Cap Fund10.53%14.27%17.07%
Bandhan Infrastructure Fund11.75%20.3%15.29%
Bank India Mid Cap Fund0%0%0%
SBI Infrastructure Fund8.57%20.87%18.33%
Motilal Oswal Quant Fund-7.8%0%0%
UTI Banking And Financial Services Fund12.24%12.58%10.25%
Shriram Multi Sector Rotation Fund0%0%0%
HDFC Mid Cap Fund14.93%25.3%22.3%
Sundaram Dividend Yield Fund12.71%17.15%0%
Baroda BNP Paribas Focused Fund14.9%15.73%0%
Sundaram Business Cycle Fund6.23%0%0%
Mirae Asset Multicap Fund8.88%0%0%
UTI Quant Fund0%0%0%
HDFC Manufacturing Fund0.77%0%0%
Tata Business Cycle Fund13.02%17.98%0%
Edelweiss Flexi Cap Fund9.9%16.2%13.78%
DSP Banking Financial Services Fund19.45%0%0%
Bandhan ELSS Tax Saver Fund16.82%17.64%18.52%
Invesco India Smallcap Fund5.64%25.35%29.08%
Axis Value Fund6.17%23.7%0%
HDFC Multi Cap Fund20.42%20.54%0%
HDFC Transportation And Logistics Fund12.14%0%0%
Quantum Ethical Fund0%0%0%
Mahindra Manulife Business Cycle Fund5.22%0%0%
Union Value Fund10.68%19.66%20.43%
HSBC Tax Saver Equity Fund13.88%15.98%14.95%
Edelweiss Small Cap Fund28.0%29.01%30.86%
Quant Value Fund18.71%20.89%0%
LIC MF Large Cap Fund10.24%12.97%13.82%
Kotak Banking Financial Services Fund17.5%0%0%
Aditya Birla Sun Life Large Mid Cap Fund7.4%14.42%14.73%
DSP Quant Fund14.13%17.07%12.67%
ICICI Prudential Value Erstwhile Value Discovery Fund11.52%21.55%25.0%
Invesco India Flexi Cap Fund17.88%22.57%0%
360 One Flexicap Fund12.98%0%0%
Navi Large Midcap Fund12.24%13.96%19.29%
Aditya Birla Sun Life Banking And Financial Services Fund15.82%16.19%13.11%
HDFC Defence Fund19.52%0%0%
The Wealth Company Flexi Cap Fund0%0%0%
Baroda BNP Paribas Flexi Cap Fund16.87%16.77%0%
Axis Services Opportunities Fund0%0%0%
Motilal Oswal Services Fund0%0%0%
Aditya Birla Sun Life Flexi Cap Fund12.48%17.51%16.58%
Canara Robeco Infrastructure Fund15.45%22.47%15.34%
Whiteoak Capital Digital Bharat Fund10.83%0%0%
Aditya Birla Sun Life Transportation And Logistics Fund0.14%0%0%
Quant PSU Fund-8.21%0%0%
Mahindra Manulife Focused Fund10.07%21.84%24.04%
JM Large Mid Cap Fund0%0%0%
Axis Quant Fund-0.58%14.37%0%
Tata Value Fund2.08%19.94%20.71%
LIC MF Infrastructure Fund-0.96%26.32%29.13%
Kotak Infrastructure Economic Reform Fund15.03%12.45%12.6%
Baroda BNP Paribas Multi Cap Fund11.52%13.16%13.12%
Invesco India Midcap Fund16.0%27.04%26.31%
Invesco India Focused Fund8.65%21.99%22.1%
Mahindra Manulife Large Mid Cap Fund22.23%30.01%21.81%
Motilal Oswal Active Momentum Fund0%0%0%
Franklin India Technology Fund13.8%18.35%18.58%
Tata Large Cap Fund12.08%13.41%12.72%
HSBC Large Cap Fund12.32%13.11%12.32%
HDFC Long Term Advantage Fund13.44%14.38%15.91%
Edelweiss Business Cycle Fund-8.88%0%0%
LIC MF Healthcare Fund18.52%0%0%
ICICI Prudential Midcap Fund14.44%20.18%18.11%
Baroda BNP Paribas ELSS Tax Saver Fund14.04%19.84%0%
Taurus Large Cap Fund4.48%13.11%12.65%
ICICI Prudential PSU Equity Fund31.38%27.43%0%
HDFC Dividend Yield Fund15.76%18.59%0%
Union Small Cap Fund8.04%18.13%18.17%
Navi Flexi Cap Fund11.66%18.06%15.11%
Aditya Birla Sun Life Pharma And Healthcare Fund19.16%17.59%16.2%
Kotak Healthcare Fund13.32%0%0%
Baroda BNP Paribas Business Cycle Fund13.68%17.02%0%
Nippon India Consumption Fund13.51%12.0%12.5%
Nippon India Focused Fund8.86%15.03%18.95%
Kotak Transportation Logistics Fund0%0%0%
UTI Small Cap Fund17.34%19.82%0%
Nippon India Taiwan Equity Fund2.03%36.88%0%
Bajaj Finserv ELSS Tax Saver Fund0%0%0%
Bandhan Value Fund14.54%18.62%18.32%
Kotak Contra Fund13.36%18.0%17.18%
Helios Small Cap Fund0%0%0%
Groww Multicap Fund0%0%0%
Union Flexi Cap Fund10.99%13.06%13.97%
HSBC Value Fund33.94%23.07%0%
Canara Robeco ELSS Tax Saver Fund13.62%15.57%15.89%
LIC MF Mid Cap Fund10.46%0%0%
Samco Special Opportunities Fund-11.84%0%0%
Invesco India Esg Integration Strategy Fund0.34%14.47%0%
Quant Commodities Fund-0.52%0%0%
UTI Large Cap Fund6.08%12.96%15.49%
Mirae Asset Large Cap Fund9.12%13.68%16.18%
Axis Small Cap Fund1.23%18.62%24.34%
LIC MF Manufacturing Fund4.61%0%0%
Edelweiss Consumption Fund0%0%0%
DSP Value Fund6.07%19.89%18.7%
Tata Mid Cap Fund13.72%22.36%23.05%
Quant Healthcare Fund9.3%0%0%
ICICI Prudential Technology Fund15.98%15.48%22.53%
HDFC Large And Mid Cap Fund7.77%19.33%15.03%
Old Bridge Focused Fund7.16%0%0%
Helios Large Mid Cap Fund11.98%0%0%
NJ ELSS Tax Saver Scheme Fund4.51%0%0%
Franklin India Multi Cap Fund2.68%0%0%
Aditya Birla Sun Life Manufacturing Equity Fund9.43%19.32%17.85%
ICICI Prudential ELSS Tax Saver Fund11.14%16.09%16.33%
JM Focused Fund11.44%17.65%14.74%
UTI ELSS Tax Saver Fund11.45%13.85%13.4%
SBI PSU Fund10.21%7.23%5.14%
Bajaj Finserv Flexi Cap Fund11.72%0%0%
ICICI Prudential Mnc Fund14.37%18.61%21.76%
Whiteoak Capital ELSS Tax Saver Fund27.02%22.36%0%
Union Midcap Fund5.09%21.0%24.12%
ITI Multi Cap Fund1.59%20.48%19.31%
Quant Bfsi Fund7.91%0%0%
SBI Comma Fund9.24%16.18%17.48%
Bajaj Finserv Multi Cap Fund0%0%0%
ITI Mid Cap Fund4.58%25.02%0%
Baroda BNP Paribas Dividend Yield Fund3.3%0%0%
Union Business Cycle Fund0.38%0%0%
DSP Natural Resources And New Energy Fund10.57%20.45%19.09%
Tata India Consumer Fund17.44%19.11%19.36%
Union Innovation Opportunities Fund10.92%0%0%
Bank India Manufacturing Infrastructure Fund15.0%15.8%15.02%
JM ELSS Tax Saver Fund16.86%18.35%18.12%
Edelweiss Recently Listed Ipo Fund3.39%15.05%0%
SBI Mnc Fund12.04%15.4%13.69%
Kotak ELSS Tax Saver Fund13.85%16.5%15.88%
Baroda BNP Paribas Value Fund2.73%0%0%
Aditya Birla Sun Life Commodity Equities Global Agri Fund6.63%5.19%6.44%
Bank India Multi Cap Fund13.74%0%0%
Samco Large Cap Fund0%0%0%
Union Focused Fund14.68%21.89%15.56%
Sundaram Mid Cap Fund13.74%15.79%11.2%
Mahindra Manulife Consumption Fund11.48%15.88%18.82%
DSP Small Cap Fund22.08%22.64%18.97%
Parag Parikh ELSS Tax Saver Fund15.66%21.86%20.94%
Mahindra Manulife Manufacturing Fund-0.9%0%0%
Bajaj Finserv Healthcare Fund0%0%0%
Groww Banking Financial Services Fund9.49%0%0%
Whiteoak Capital Quality Equity Fund0%0%0%
DSP Healthcare Fund23.39%28.13%17.94%
Mirae Asset Midcap Fund19.93%31.67%24.63%
ICICI Prudential Large Cap Erstwhile Bluechip Fund12.41%17.64%16.34%
ICICI Prudential Exports Services Fund7.73%19.76%22.38%
HSBC Focused Fund14.79%23.58%18.54%
Canara Robeco Small Cap Fund21.43%30.67%30.89%
Aditya Birla Sun Life Multi Cap Fund2.6%17.41%0%
UTI Transportation And Logistics Fund17.07%16.54%10.47%
Axis Focused Fund13.83%14.7%14.47%
Franklin India Opportunities Fund11.46%14.24%13.35%
ICICI Prudential Banking And Financial Services Fund15.42%16.89%14.82%
Invesco India Large Mid Cap Fund15.52%15.97%14.4%
Mirae Asset Banking And Financial Services Fund11.06%18.55%0%
Quant Flexi Cap Fund15.3%18.74%24.87%
Bandhan Innovation Fund11.3%0%0%
DSP Midcap Fund4.51%19.97%17.24%
HSBC Multi Cap Fund25.6%0%0%
JM Large Cap Fund8.6%11.52%11.4%
Baroda BNP Paribas Small Cap Fund-0.82%0%0%
Edelweiss Technology Fund4.89%0%0%
Groww ELSS Tax Saver Fund0.74%14.95%15.96%
NJ Flexi Cap Fund-3.43%0%0%
Taurus Infrastructure Fund12.88%14.41%12.55%
Canara Robeco Mid Cap Fund31.16%21.46%0%
DSP India Tiger Fund-3.69%24.89%29.79%
Kotak Manufacture In India Fund19.78%21.59%0%
Sundaram Small Cap Fund6.05%20.79%21.87%
Canara Robeco Large Cap Fund12.85%15.65%15.81%
DSP Business Cycle Fund0%0%0%
DSP Focused Fund5.89%19.43%17.31%
SBI Technology Opportunities Fund13.23%17.61%21.74%
Quant ELSS Tax Saver Fund9.86%17.22%26.9%
ICICI Prudential Quality Fund0%0%0%
Franklin Build India Fund13.69%17.0%14.53%
Whiteoak Capital Large Mid Cap Fund9.97%0%0%
ICICI Prudential Rural Opportunities Fund0%0%0%
Bank India Large Cap Fund1.34%15.81%0%
Mahindra Manulife Flexi Cap Fund7.03%17.76%0%
Tata Banking And Financial Services Fund15.57%14.67%13.42%
SBI Multicap Fund11.69%17.32%0%
HDFC Banking Financial Services Fund13.44%17.24%0%
Baroda BNP Paribas Banking And Financial Services Fund11.72%11.87%11.74%
HSBC Midcap Fund40.05%24.4%0%
Baroda BNP Paribas India Consumption Fund14.55%17.38%0%
Aditya Birla Sun Life Focused Fund12.13%14.19%12.71%
SBI Energy Opportunities Fund-3.62%0%0%
Quantum Small Cap Fund7.48%0%0%
Nippon India Us Equity Opportunities Fund10.02%20.86%13.55%
Nippon India Power Infra Fund1.39%21.65%21.08%
ICICI Prudential Dividend Yield Equity Fund9.66%24.05%28.38%
Bandhan Multi Factor Fund0%0%0%
Mahindra Manulife Large Cap Fund9.22%17.49%17.93%
ICICI Prudential Innovation Fund15.6%0%0%
Canara Robeco Multi Cap Fund10.88%0%0%
Kotak Consumption Fund13.43%0%0%
LIC MF Banking And Financial Services Fund10.44%7.66%7.4%
HSBC Infrastructure Fund39.78%22.34%0%
Canara Robeco Large And Mid Cap Fund4.66%17.21%18.99%
SBI Small Cap Fund19.3%20.98%22.29%
Nippon India Vision Large Mid Cap Fund6.85%19.53%16.73%
Axis India Manufacturing Fund4.36%0%0%
Shriram Flexi Cap Fund10.67%12.34%14.64%
Franklin India Large Mid Cap Fund8.34%16.79%14.37%
Aditya Birla Sun Life ELSS Tax Saver Fund11.87%13.5%12.25%
Bandhan Transportation And Logistics Fund30.57%26.82%0%
Helios Flexi Cap Fund8.21%0%0%
SBI ELSS Tax Saver Fund10.51%13.38%12.3%
SBI Equity Minimum Variance Fund13.86%19.35%16.01%
Motilal Oswal Manufacturing Fund10.47%0%0%
Sundaram Multi Factor Fund0%0%0%
Tata ELSS Fund12.49%15.47%13.29%
SBI Innovative Opportunities Fund-0.36%0%0%
Nippon India Flexi Cap Fund10.51%17.5%0%
HDFC Innovation Fund0%0%0%
Nippon India Quant Fund6.3%19.1%21.56%
Trustmf Flexi Cap Fund2.87%0%0%
JM Small Cap Fund-2.56%0%0%
SBI Contra Fund13.54%20.19%26.88%
Kotak Mnc Fund7.08%0%0%
Bandhan Large Mid Cap Fund12.93%15.7%13.48%
ITI Pharma And Healthcare Fund11.36%21.02%0%
Parag Parikh Flexi Cap Fund17.34%21.81%21.54%
Quant Momentum Fund-3.34%0%0%
Bank India Flexi Cap Fund17.81%29.58%23.89%
Baroda BNP Paribas Innovation Fund3.43%0%0%
Kotak Flexicap Fund14.26%15.79%14.05%
Quantum Esg Best In Class Strategy Fund12.68%14.65%17.21%
Invesco India Largecap Fund13.8%15.77%15.99%
Canara Robeco Focused Fund15.3%19.59%0%
SBI Flexicap Fund10.49%14.4%16.12%
Aditya Birla Sun Life International Equity B Fund9.72%11.27%9.62%
UTI Innovation Fund1.06%0%0%
Aditya Birla Sun Life Business Cycle Fund9.82%14.3%0%
Axis Momentum Fund0%0%0%
Baroda BNP Paribas Energy Opportunities Fund0%0%0%
Mirae Asset Great Consumer Fund15.89%17.92%21.06%
Axis Innovation Fund4.1%17.92%0%
Kotak Pioneer Fund20.58%23.77%22.08%
JM Midcap Fund40.56%25.62%0%
Whiteoak Capital Special Opportunities Fund12.74%0%0%
Samco Flexi Cap Fund10.02%3.59%0%
Union ELSS Tax Saver Fund10.37%13.51%13.85%
SBI Midcap Fund15.36%19.55%14.26%
HDFC Housing Opportunities Fund15.01%17.12%19.34%
Aditya Birla Sun Life Esg Integration Strategy Fund5.22%15.34%0%
Motilal Oswal Large Cap Fund17.58%0%0%
Axis Consumption Fund2.69%0%0%
Nippon India Banking Financial Services Fund14.71%18.32%22.24%
Quant Focused Fund7.23%15.31%20.05%
SBI Esg Exclusionary Strategy Fund10.24%14.22%14.98%
ICICI Prudential Energy Opportunities Fund2.15%0%0%
Baroda BNP Paribas Manufacturing Fund-0.24%0%0%
Quant Quantamental Fund22.8%26.07%0%
Mirae Asset Healthcare Fund18.35%29.23%20.69%
Whiteoak Capital Large Cap Fund23.42%17.61%0%
Nippon India Innovation Fund6.67%0%0%
ICICI Prudential Bharat Consumption Fund16.66%18.74%19.6%
Whiteoak Capital Multi Cap Fund12.96%0%0%
Jioblackrock Flexi Cap Fund0%0%0%
Bandhan Multi Cap Fund16.6%19.56%0%
Quant Business Cycle Fund1.44%0%0%
Nippon India Mid Cap Fund5.97%24.37%26.05%
Tata Dividend Yield Fund6.72%19.32%0%
Bandhan Focused Fund15.15%15.21%14.47%
Kotak Technology Fund0.09%0%0%
Kotak Special Opportunities Fund-3.28%0%0%
Quant Large Mid Cap Fund14.8%17.05%21.46%
The Wealth Company Ethical Fund0%0%0%
Tata Small Cap Fund-6.79%17.05%26.6%
ICICI Prudential Equity Minimum Variance Fund11.24%0%0%
PGIM India Large And Midcap Fund9.22%0%0%
ICICI Prudential Quant Fund11.75%17.34%0%
ICICI Prudential Flexicap Fund13.72%21.12%0%
UTI Infrastructure Fund3.71%17.83%16.52%
Tata Large Mid Cap Fund5.83%14.21%17.9%
DSP Large Cap Fund10.44%11.09%10.24%
UTI Flexi Cap Fund2.74%11.43%12.81%
PGIM India Multi Cap Fund4.68%0%0%
Sundaram Infrastructure Advantage Fund10.21%15.27%12.91%
Bajaj Finserv Banking And Financial Services Fund0%0%0%
HSBC Business Cycles Fund32.99%20.16%0%
LIC MF Value Fund5.4%0%0%
LIC MF Flexi Cap Fund6.73%12.34%11.03%
Shriram ELSS Tax Saver Fund8.01%14.17%14.11%
Tata India Pharma Healthcare Fund4.54%19.74%15.23%
LIC MF Small Cap Fund7.53%0%0%
ICICI Prudential Housing Opportunities Fund5.41%17.83%0%
Quant Large Cap Fund9.93%15.46%0%
Aditya Birla Sun Life Midcap Fund4.83%20.17%22.63%
Bandhan Midcap Fund20.94%22.54%0%
Invesco India Technology Fund-0.25%0%0%
Kotak Small Cap Fund12.49%22.07%22.67%
PGIM India ELSS Tax Saver Fund11.06%13.26%18.58%
LIC MF Consumption Fund0%0%0%
Tata Housing Opportunities Fund-3.31%15.61%0%
PGIM India Midcap Fund10.81%14.25%17.91%
HSBC Large Mid Cap Fund9.71%20.72%23.03%
Sundaram Large Cap Fund9.88%12.57%16.35%
Canara Robeco Value Fund15.69%17.92%0%
Axis Business Cycles Fund14.59%0%0%
SBI Dividend Yield Fund11.83%0%0%
HDFC Small Cap Fund12.46%19.66%14.5%
Bank India Small Cap Fund27.24%40.04%26.69%
Whiteoak Capital Banking Financial Services Fund16.1%0%0%
ICICI Prudential Business Cycle Fund16.35%24.68%0%
Edelweiss ELSS Tax Saver Fund9.47%17.53%16.12%
ITI Large Midcap Fund-0.39%0%0%
Kotak Quant Fund0.05%0%0%
Whiteoak Capital Mid Cap Fund25.48%26.78%0%
Whiteoak Capital Pharma And Heathcare Fund23.85%0%0%
Mirae Asset Small Cap Fund0%0%0%
UTI Focused Fund5.71%16.12%0%
HDFC Pharma And Healthcare Fund28.51%0%0%
Kotak Midcap Fund10.98%21.74%24.0%
Quant Teck Fund-0.74%0%0%
SBI Healthcare Opportunities Fund5.61%18.26%11.37%
Axis Large Cap Fund14.33%14.92%14.59%
ITI Flexi Cap Fund17.28%0%0%
JM Flexicap Fund15.98%16.47%15.2%
LIC MF Multi Cap Fund30.15%22.15%0%
ITI Large Cap Fund8.25%16.55%0%
Motilal Oswal Midcap Fund18.0%23.33%16.42%
Quantum ELSS Tax Saver Fund1.99%17.04%17.89%
Taurus Ethical Fund12.94%15.24%16.51%
Axis ELSS Tax Saver Fund16.04%14.39%14.74%
Quantum Value Fund10.62%13.57%12.3%
HSBC Financial Services Fund0%0%0%
ICICI Prudential Us Bluechip Equity Fund13.35%15.94%15.34%
ICICI Prudential Multicap Fund11.11%14.9%13.58%
ICICI Prudential Focused Equity Fund11.47%13.64%13.91%
Edelweiss Large Mid Cap Fund4.6%19.07%21.29%
HDFC Large Cap Fund11.93%15.67%19.28%
Groww Largecap Fund11.68%12.2%11.15%
HDFC Business Cycle Fund22.58%14.93%0%
Union Large Midcap Fund9.85%20.12%19.12%
SBI Automotive Opportunities Fund-2.89%0%0%
SBI Banking Financial Services Fund18.56%17.16%17.59%
Sundaram Focused Fund8.21%13.92%0%
Franklin India Focused Equity Fund11.92%16.22%15.02%
360 One ELSS Tax Saver Nifty 50 Index Fund12.68%0%0%
Invesco India Multicap Fund3.89%18.6%19.59%
Motilal Oswal Multi Cap Fund16.74%0%0%
Baroda BNP Paribas Health And Wellness Fund0%0%0%
Kotak Large Midcap Fund14.59%19.55%17.68%
Tata Quant Fund21.57%15.47%17.82%
LIC MF Dividend Yield Fund11.65%0%0%
Quant Mid Cap Fund-1.86%16.07%25.79%
Aditya Birla Sun Life PSU Equity Fund29.93%34.24%32.3%
UTI Large Mid Cap Fund9.66%19.92%15.27%
Quant Manufacturing Fund-5.6%0%0%
Motilal Oswal Small Cap Fund15.04%0%0%
Bank India Consumption Fund0%0%0%
Edelweiss Focused Fund17.52%18.22%0%
HSBC Consumption Fund8.95%0%0%
Franklin India Dividend Yield Fund12.67%17.53%22.27%
ITI Banking And Financial Services Fund15.8%15.51%0%
HSBC Small Cap Fund33.88%18.4%0%
Aditya Birla Sun Life Quant Fund-4.2%0%0%
Franklin India Flexi Cap Fund9.22%17.89%17.7%
Mirae Asset Flexi Cap Fund14.33%0%0%
Franklin Asian Equity Fund18.68%12.13%3.76%
ICICI Prudential Transportation And Logistics Fund33.29%29.43%0%
Sundaram Financial Services Opportunities Fund15.33%16.34%15.59%
Mahindra Manulife Value Fund0%0%0%
ICICI Prudential Active Momentum Fund0%0%0%
Invesco India Contra Fund16.13%18.0%15.91%
ICICI Prudential Infrastructure Fund10.93%19.1%15.19%
Baroda BNP Paribas Mid Cap Fund19.04%21.26%0%
Sundaram ELSS Tax Saver Fund16.13%15.43%0%
Bandhan Small Cap Fund26.41%31.59%30.44%
Whiteoak Capital Esg Best In Class Strategy Fund8.35%0%0%
Kotak Rural Opportunities Fund0%0%0%
ITI ELSS Tax Saver Fund8.0%20.92%20.07%
Axis Multicap Fund22.26%22.99%0%
Invesco India Business Cycle Fund0%0%0%
Invesco India Consumption Fund0%0%0%
Bajaj Finserv Large Cap Fund2.64%0%0%
SBI Large Cap Fund12.83%14.62%13.38%
JM Value Fund14.52%17.01%14.68%
360 One Focused Fund16.34%15.87%18.5%
Taurus Flexi Cap Fund7.98%11.73%10.75%
LIC MF Large Mid Cap Fund12.35%15.63%13.72%
Motilal Oswal Large And Midcap Fund20.77%28.92%26.36%
Kotak Active Momentum Fund0%0%0%
Taurus ELSS Tax Saver Fund12.86%13.82%12.32%
UTI Mid Cap Fund14.95%16.89%20.29%
DSP ELSS Tax Saver Fund14.97%19.74%18.59%
Edelweiss Multi Cap Fund6.59%0%0%
Quant Infrastructure Fund-1.61%17.67%30.3%
Invesco India Financial Services Fund15.78%16.63%16.27%
Aditya Birla Sun Life Infrastructure Fund11.68%14.1%10.49%
Canara Robeco Flexicap Fund14.02%15.04%14.75%
Edelweiss Mid Cap Fund11.31%22.74%16.69%
Baroda BNP Paribas Large And Mid Cap Fund18.39%22.78%22.76%
HDFC Non Cyclical Consumer Fund11.13%0%0%
HDFC Infrastructure Fund5.59%22.54%13.64%
Unifi Flexi Cap Fund0%0%0%
Bajaj Finserv Consumption Fund-4.85%0%0%
Kotak Focused Fund9.61%17.52%19.7%
Sundaram Value Fund4.44%13.02%16.83%
HDFC ELSS Tax Saver Fund10.03%17.31%15.1%
Edelweiss Large Cap Fund14.29%14.14%13.99%
Bank India Large Mid Cap Fund3.05%17.17%19.16%
Invesco India Infrastructure Fund10.73%23.07%20.66%
Franklin India Large Cap Fund8.26%12.74%11.17%
HDFC Technology Fund16.84%0%0%
Aditya Birla Sun Life Dividend Yield Fund9.97%11.7%10.31%
Mahindra Manulife Multi Cap Fund6.17%20.28%24.6%
Motilal Oswal Infrastructure Fund0%0%0%
SBI Consumption Opportunities Fund17.82%17.36%16.71%
Motilal Oswal ELSS Tax Saver Fund-0.26%22.99%22.63%
Axis Flexi Cap Fund5.24%14.9%15.35%
Nippon India Active Momentum Fund0%0%0%
Kotak Energy Opportunities Fund0%0%0%
Kotak Large Cap Fund12.33%14.57%13.94%
Quant Esg Integration Strategy Fund21.65%25.65%27.14%
UTI Dividend Yield Fund10.69%12.69%13.04%
SBI Large Midcap Fund11.24%18.46%17.91%
Capitalmind Flexi Cap Fund0%0%0%
Canara Robeco Consumer Trends Fund7.48%17.59%20.19%
Baroda BNP Paribas Business Conglomerates Fund0%0%0%
Invesco India Manufacturing Fund1.16%0%0%
Kotak Esg Exclusionary Strategy Fund10.4%14.77%0%
Canara Robeco Manufacturing Fund1.71%0%0%
Data as of 14-Dec-2025

Rolling SWP returns
Fund Any 1Y SWPAny 3Y SWPAny 5Y SWP
Aditya Birla Sun Life Large Cap Fund1.09%15.8%20.63%
Mahindra Manulife ELSS Tax Saver Fund9.73%12.16%13.78%
PGIM India Small Cap Fund1.87%14.25%0%
Nippon India Value Fund10.69%13.19%10.33%
Quant Consumption Fund-7.37%0%0%
Motilal Oswal Business Cycle Fund11.84%0%0%
Quant Multi Cap Fund9.1%14.94%14.23%
Aditya Birla Sun Life Small Cap Fund13.99%24.22%28.62%
Sundaram Services Fund15.51%17.94%28.35%
ITI Focused Fund26.83%0%0%
Sundaram Multi Cap Fund2.68%19.76%0%
HSBC Flexi Cap Fund5.7%14.56%15.54%
Tata Resources Energy Fund12.77%18.08%16.48%
360 One Quant Fund22.48%27.63%0%
Navi ELSS Tax Saver Nifty 50 Index Fund17.43%0%0%
SBI Quant Fund0%0%0%
Motilal Oswal Special Opportunities Fund0%0%0%
Tata Flexi Cap Fund8.35%16.55%17.55%
ICICI Prudential Conglomerate Fund0%0%0%
Navi ELSS Tax Saver Fund11.08%9.93%8.77%
PGIM India Large Cap Fund8.87%10.8%9.35%
Mahindra Manulife Banking Financial Services Fund0%0%0%
Tata Digital India Fund3.45%20.19%29.43%
Groww Value Fund4.5%9.58%4.85%
Nippon India Tax Saver Fund5.34%14.24%9.55%
DSP Large Mid Cap Fund12.81%15.17%13.28%
Sundaram Flexicap Fund6.86%16.32%0%
Tata Multicap Fund21.13%0%0%
ICICI Prudential Smallcap Fund12.79%13.56%9.3%
Mahindra Manulife Small Cap Fund43.82%0%0%
HDFC Flexi Cap Fund13.73%10.99%10.1%
Axis Large Mid Cap Fund19.34%21.04%24.2%
Nippon India Mnc Fund0%0%0%
Mahindra Manulife Mid Cap Fund2.49%31.47%34.42%
Motilal Oswal Innovation Opportunities Fund0%0%0%
Sundaram Large And Midcap Fund14.17%18.09%24.43%
Helios Financial Services Fund6.89%0%0%
Tata Infrastructure Fund6.75%20.86%14.72%
Axis Esg Integration Strategy Fund17.26%26.48%14.45%
ICICI Prudential Commodities Fund7.01%21.55%48.65%
HSBC ELSS Tax Saver Fund33.91%21.95%0%
Bandhan Financial Services Fund20.61%0%0%
ICICI Prudential FMCG Fund14.76%12.56%12.68%
Invesco India PSU Equity Fund11.3%12.77%9.99%
Aditya Birla Sun Life Special Opportunities Fund18.3%17.6%22.69%
UTI India Consumer Fund9.69%12.57%11.88%
Taurus Banking Financial Services Fund10.94%9.92%11.1%
Samco Active Momentum Fund23.19%0%0%
Nippon India Small Cap Fund23.7%24.6%25.57%
Union Active Momentum Fund0%0%0%
ITI Bharat Consumption Fund0%0%0%
Franklin India Multi Factor Fund0%0%0%
Kotak Business Cycle Fund0.34%19.16%0%
Mirae Asset ELSS Tax Saver Fund14.36%18.38%15.78%
Nippon India Pharma Fund-0.05%26.79%17.13%
Samco Multi Cap Fund-8.34%0%0%
Union Largecap Fund5.35%11.74%14.09%
Motilal Oswal Focused 25 Mof25 Fund5.72%11.6%13.84%
Aditya Birla Sun Life Conglomerate Fund0%0%0%
Aditya Birla Sun Life Consumption Fund1.14%16.96%22.29%
Franklin India Mid Cap Fund12.07%25.58%23.96%
UTI Value Fund6.9%15.96%15.69%
Motilal Oswal Flexi Cap Fund9.03%12.5%11.83%
Aditya Birla Sun Life Value Fund14.8%16.97%16.12%
Bajaj Finserv Small Cap Fund0%0%0%
Tata India Innovation Fund-10.31%0%0%
Nippon India Multi Cap Fund12.64%9.31%8.34%
Quant Small Cap Fund-3.55%31.38%20.16%
DSP Multicap Fund-0.78%0%0%
Trustmf Multi Cap Fund0%0%0%
Franklin India ELSS Tax Saver Fund10.43%20.35%25.63%
ICICI Prudential Esg Exclusionary Strategy Fund8.56%21.8%17.99%
Aditya Birla Sun Life Mnc Fund10.08%9.64%9.08%
UTI Multi Cap Fund0%0%0%
Invesco India ELSS Tax Saver Fund11.9%15.26%13.16%
Union Multicap Fund29.49%0%0%
Trustmf Small Cap Fund-1.62%0%0%
ITI Value Fund-8.23%23.83%0%
Nippon India Large Cap Fund13.73%12.4%11.22%
Motilal Oswal Consumption Fund0%0%0%
SBI Focused Fund8.93%16.12%17.54%
LIC MF Focused Fund19.52%0%0%
HDFC Value Fund13.02%14.01%11.43%
Bandhan Healthcare Fund0%0%0%
PGIM India Healthcare Fund-3.9%0%0%
Baroda BNP Paribas Large Cap Fund10.52%17.62%0%
HDFC Mnc Fund21.44%0%0%
HDFC Focused Fund13.06%10.03%7.58%
HSBC India Export Opportunities Fund-6.65%0%0%
Bandhan Large Cap Fund9.77%13.41%13.31%
Whiteoak Capital Flexi Cap Fund14.64%21.35%0%
ITI Small Cap Fund20.51%34.0%32.08%
DSP Flexi Cap Fund16.56%15.5%16.41%
Bajaj Finserv Large And Mid Cap Fund1.16%0%0%
Mirae Asset Infrastructure Fund0%0%0%
LIC MF ELSS Tax Saver Fund-3.18%18.64%19.82%
Mirae Asset Focused Fund4.13%12.08%19.7%
Bandhan Business Cycle Fund-1.56%0%0%
Templeton India Value Fund11.22%12.08%9.08%
ICICI Prudential Large Mid Cap Fund10.83%17.28%15.52%
Axis Midcap Fund12.75%18.95%15.56%
Bandhan Flexi Cap Fund11.14%13.37%13.11%
Taurus Mid Cap Fund5.82%19.99%17.85%
Tata Focused Fund19.94%35.07%24.45%
UTI Mnc Fund9.93%13.23%14.1%
Samco Large Mid Cap Fund0%0%0%
Franklin India Small Cap Fund16.55%19.32%15.58%
Aditya Birla Sun Life International Equity Fund9.0%11.47%9.5%
Tata Ethical Fund10.65%14.11%17.55%
Aditya Birla Sun Life Digital India Fund13.8%19.45%17.84%
Samco ELSS Tax Saver Fund16.8%0%0%
Nippon India Japan Equity Fund7.6%8.79%7.59%
Kotak Multicap Fund11.59%27.54%0%
Mirae Asset Large Midcap Fund14.1%18.4%19.57%
Helios Mid Cap Fund0%0%0%
Bank India Business Cycle Fund-15.5%0%0%
Bank India ELSS Tax Saver Fund13.43%20.52%17.23%
Sundaram Consumption Fund12.7%15.89%15.12%
UTI Healthcare Fund6.41%11.57%9.03%
Motilal Oswal Digital India Fund-6.39%0%0%
PGIM India Flexi Cap Fund6.37%13.31%11.62%
Bandhan Infrastructure Fund16.59%16.21%11.46%
Bank India Mid Cap Fund0%0%0%
SBI Infrastructure Fund11.71%17.41%15.89%
Motilal Oswal Quant Fund-15.92%0%0%
UTI Banking And Financial Services Fund10.01%10.23%10.66%
Shriram Multi Sector Rotation Fund0%0%0%
HDFC Mid Cap Fund16.3%21.92%24.29%
Sundaram Dividend Yield Fund9.03%20.53%0%
Baroda BNP Paribas Focused Fund8.13%17.81%0%
Sundaram Business Cycle Fund1.95%0%0%
Mirae Asset Multicap Fund18.29%0%0%
UTI Quant Fund0%0%0%
HDFC Manufacturing Fund-6.7%0%0%
Tata Business Cycle Fund9.12%22.71%0%
Edelweiss Flexi Cap Fund9.68%11.3%10.11%
DSP Banking Financial Services Fund20.03%0%0%
Bandhan ELSS Tax Saver Fund16.3%18.29%17.31%
Invesco India Smallcap Fund3.1%30.98%38.47%
Axis Value Fund-3.23%26.8%0%
HDFC Multi Cap Fund16.44%26.09%0%
HDFC Transportation And Logistics Fund21.37%0%0%
Quantum Ethical Fund0%0%0%
Mahindra Manulife Business Cycle Fund17.42%0%0%
Union Value Fund9.29%17.24%24.6%
HSBC Tax Saver Equity Fund10.9%13.58%14.3%
Edelweiss Small Cap Fund17.92%26.93%38.6%
Quant Value Fund15.21%26.34%0%
LIC MF Large Cap Fund5.19%12.24%13.36%
Kotak Banking Financial Services Fund19.37%0%0%
Aditya Birla Sun Life Large Mid Cap Fund4.02%15.45%18.06%
DSP Quant Fund10.86%23.04%14.55%
ICICI Prudential Value Erstwhile Value Discovery Fund9.92%23.33%30.48%
Invesco India Flexi Cap Fund10.79%25.03%0%
360 One Flexicap Fund34.39%0%0%
Navi Large Midcap Fund13.55%15.24%26.14%
Aditya Birla Sun Life Banking And Financial Services Fund13.5%13.89%14.18%
HDFC Defence Fund58.59%0%0%
The Wealth Company Flexi Cap Fund0%0%0%
Baroda BNP Paribas Flexi Cap Fund6.14%18.93%0%
Axis Services Opportunities Fund0%0%0%
Motilal Oswal Services Fund0%0%0%
Aditya Birla Sun Life Flexi Cap Fund14.91%15.13%15.82%
Canara Robeco Infrastructure Fund10.76%16.97%13.29%
Whiteoak Capital Digital Bharat Fund4.47%0%0%
Aditya Birla Sun Life Transportation And Logistics Fund2.29%0%0%
Quant PSU Fund-14.12%0%0%
Mahindra Manulife Focused Fund19.76%23.1%31.03%
JM Large Mid Cap Fund0%0%0%
Axis Quant Fund0.52%18.18%0%
Tata Value Fund-7.24%23.54%23.49%
LIC MF Infrastructure Fund-11.26%33.6%34.3%
Kotak Infrastructure Economic Reform Fund13.15%9.71%7.54%
Baroda BNP Paribas Multi Cap Fund10.57%12.65%9.19%
Invesco India Midcap Fund11.72%27.61%28.93%
Invesco India Focused Fund10.47%26.83%25.09%
Mahindra Manulife Large Mid Cap Fund23.01%40.61%29.47%
Motilal Oswal Active Momentum Fund0%0%0%
Franklin India Technology Fund17.91%17.42%19.3%
Tata Large Cap Fund11.82%11.12%10.14%
HSBC Large Cap Fund10.76%12.28%10.56%
HDFC Long Term Advantage Fund12.87%12.34%14.45%
Edelweiss Business Cycle Fund-17.84%0%0%
LIC MF Healthcare Fund33.85%0%0%
ICICI Prudential Midcap Fund12.24%18.11%16.11%
Baroda BNP Paribas ELSS Tax Saver Fund14.97%20.89%0%
Taurus Large Cap Fund4.79%11.93%10.6%
ICICI Prudential PSU Equity Fund18.5%35.93%0%
HDFC Dividend Yield Fund18.84%23.27%0%
Union Small Cap Fund7.68%13.78%7.74%
Navi Flexi Cap Fund11.82%11.75%9.77%
Aditya Birla Sun Life Pharma And Healthcare Fund20.41%30.32%15.12%
Kotak Healthcare Fund24.15%0%0%
Baroda BNP Paribas Business Cycle Fund8.84%19.31%0%
Nippon India Consumption Fund11.26%12.19%9.25%
Nippon India Focused Fund6.15%13.98%19.26%
Kotak Transportation Logistics Fund0%0%0%
UTI Small Cap Fund15.48%22.16%0%
Nippon India Taiwan Equity Fund-17.11%31.57%0%
Bajaj Finserv ELSS Tax Saver Fund0%0%0%
Bandhan Value Fund15.73%18.05%15.3%
Kotak Contra Fund16.1%16.15%15.2%
Helios Small Cap Fund0%0%0%
Groww Multicap Fund0%0%0%
Union Flexi Cap Fund10.35%14.8%11.94%
HSBC Value Fund34.11%27.85%0%
Canara Robeco ELSS Tax Saver Fund11.14%15.73%13.61%
LIC MF Mid Cap Fund35.72%0%0%
Samco Special Opportunities Fund-23.02%0%0%
Invesco India Esg Integration Strategy Fund2.29%16.38%0%
Quant Commodities Fund4.94%0%0%
UTI Large Cap Fund1.76%12.67%18.39%
Mirae Asset Large Cap Fund-1.34%12.72%18.8%
Axis Small Cap Fund-5.63%23.64%33.82%
LIC MF Manufacturing Fund-6.73%0%0%
Edelweiss Consumption Fund0%0%0%
DSP Value Fund8.5%21.29%20.34%
Tata Mid Cap Fund13.01%26.69%27.59%
Quant Healthcare Fund26.72%0%0%
ICICI Prudential Technology Fund15.66%17.64%21.08%
HDFC Large And Mid Cap Fund9.53%11.94%8.41%
Old Bridge Focused Fund6.76%0%0%
Helios Large Mid Cap Fund1.81%0%0%
NJ ELSS Tax Saver Scheme Fund17.0%0%0%
Franklin India Multi Cap Fund-4.45%0%0%
Aditya Birla Sun Life Manufacturing Equity Fund4.1%21.47%19.12%
ICICI Prudential ELSS Tax Saver Fund9.53%13.31%12.45%
JM Focused Fund8.98%16.11%13.3%
UTI ELSS Tax Saver Fund10.04%13.33%10.27%
SBI PSU Fund6.33%3.54%2.73%
Bajaj Finserv Flexi Cap Fund27.2%0%0%
ICICI Prudential Mnc Fund12.43%20.03%25.5%
Whiteoak Capital ELSS Tax Saver Fund32.85%23.09%0%
Union Midcap Fund-2.09%23.07%30.95%
ITI Multi Cap Fund-8.85%24.36%21.1%
Quant Bfsi Fund10.63%0%0%
SBI Comma Fund5.97%14.02%15.79%
Bajaj Finserv Multi Cap Fund0%0%0%
ITI Mid Cap Fund11.82%28.5%0%
Baroda BNP Paribas Dividend Yield Fund-4.63%0%0%
Union Business Cycle Fund-4.18%0%0%
DSP Natural Resources And New Energy Fund5.54%16.92%17.26%
Tata India Consumer Fund20.69%18.68%17.61%
Union Innovation Opportunities Fund31.92%0%0%
Bank India Manufacturing Infrastructure Fund13.52%14.57%10.54%
JM ELSS Tax Saver Fund15.63%16.46%15.5%
Edelweiss Recently Listed Ipo Fund4.35%8.45%0%
SBI Mnc Fund9.8%13.8%9.86%
Kotak ELSS Tax Saver Fund12.15%14.53%12.59%
Baroda BNP Paribas Value Fund13.57%0%0%
Aditya Birla Sun Life Commodity Equities Global Agri Fund6.56%5.02%4.79%
Bank India Multi Cap Fund32.45%0%0%
Samco Large Cap Fund0%0%0%
Union Focused Fund11.84%24.09%20.88%
Sundaram Mid Cap Fund11.5%14.86%10.65%
Mahindra Manulife Consumption Fund8.49%11.33%22.33%
DSP Small Cap Fund14.9%19.93%17.85%
Parag Parikh ELSS Tax Saver Fund7.46%20.76%25.26%
Mahindra Manulife Manufacturing Fund-11.09%0%0%
Bajaj Finserv Healthcare Fund0%0%0%
Groww Banking Financial Services Fund5.86%0%0%
Whiteoak Capital Quality Equity Fund0%0%0%
DSP Healthcare Fund20.88%38.33%17.19%
Mirae Asset Midcap Fund11.26%30.0%31.48%
ICICI Prudential Large Cap Erstwhile Bluechip Fund8.16%16.64%15.15%
ICICI Prudential Exports Services Fund1.22%20.65%26.72%
HSBC Focused Fund18.18%32.47%22.0%
Canara Robeco Small Cap Fund16.71%24.6%40.08%
Aditya Birla Sun Life Multi Cap Fund10.48%20.01%0%
UTI Transportation And Logistics Fund11.88%16.01%10.23%
Axis Focused Fund11.54%14.22%14.93%
Franklin India Opportunities Fund10.24%12.55%8.71%
ICICI Prudential Banking And Financial Services Fund11.78%15.73%15.91%
Invesco India Large Mid Cap Fund13.34%15.09%14.01%
Mirae Asset Banking And Financial Services Fund10.74%16.67%0%
Quant Flexi Cap Fund9.66%19.76%17.6%
Bandhan Innovation Fund6.75%0%0%
DSP Midcap Fund-0.42%22.01%18.76%
HSBC Multi Cap Fund41.53%0%0%
JM Large Cap Fund7.66%10.87%9.01%
Baroda BNP Paribas Small Cap Fund8.41%0%0%
Edelweiss Technology Fund3.1%0%0%
Groww ELSS Tax Saver Fund-6.93%15.97%18.75%
NJ Flexi Cap Fund10.73%0%0%
Taurus Infrastructure Fund9.35%12.9%10.58%
Canara Robeco Mid Cap Fund35.61%25.5%0%
DSP India Tiger Fund-13.39%33.51%39.78%
Kotak Manufacture In India Fund22.07%23.81%0%
Sundaram Small Cap Fund4.22%24.81%15.14%
Canara Robeco Large Cap Fund13.98%15.61%16.56%
DSP Business Cycle Fund0%0%0%
DSP Focused Fund-1.16%20.95%18.06%
SBI Technology Opportunities Fund12.54%16.3%22.8%
Quant ELSS Tax Saver Fund10.17%17.78%23.25%
ICICI Prudential Quality Fund0%0%0%
Franklin Build India Fund14.36%13.6%9.98%
Whiteoak Capital Large Mid Cap Fund8.39%0%0%
ICICI Prudential Rural Opportunities Fund0%0%0%
Bank India Large Cap Fund-6.47%17.34%0%
Mahindra Manulife Flexi Cap Fund2.73%20.49%0%
Tata Banking And Financial Services Fund16.73%12.33%12.43%
SBI Multicap Fund4.34%18.8%0%
HDFC Banking Financial Services Fund9.01%16.42%0%
Baroda BNP Paribas Banking And Financial Services Fund8.62%9.32%10.3%
HSBC Midcap Fund39.77%28.37%0%
Baroda BNP Paribas India Consumption Fund8.74%20.52%0%
Aditya Birla Sun Life Focused Fund11.47%12.66%10.61%
SBI Energy Opportunities Fund-8.95%0%0%
Quantum Small Cap Fund15.31%0%0%
Nippon India Us Equity Opportunities Fund6.18%23.7%11.61%
Nippon India Power Infra Fund1.8%21.66%13.99%
ICICI Prudential Dividend Yield Equity Fund4.08%27.34%35.45%
Bandhan Multi Factor Fund0%0%0%
Mahindra Manulife Large Cap Fund7.96%14.58%22.06%
ICICI Prudential Innovation Fund34.99%0%0%
Canara Robeco Multi Cap Fund26.96%0%0%
Kotak Consumption Fund29.17%0%0%
LIC MF Banking And Financial Services Fund5.57%3.53%3.99%
HSBC Infrastructure Fund44.7%33.01%0%
Canara Robeco Large And Mid Cap Fund6.07%17.55%19.64%
SBI Small Cap Fund22.49%20.64%21.08%
Nippon India Vision Large Mid Cap Fund5.57%17.58%13.84%
Axis India Manufacturing Fund1.01%0%0%
Shriram Flexi Cap Fund-2.97%14.91%17.49%
Franklin India Large Mid Cap Fund11.13%12.46%14.26%
Aditya Birla Sun Life ELSS Tax Saver Fund9.82%14.32%12.84%
Bandhan Transportation And Logistics Fund33.09%29.11%0%
Helios Flexi Cap Fund12.65%0%0%
SBI ELSS Tax Saver Fund10.21%10.67%8.17%
SBI Equity Minimum Variance Fund9.78%18.26%19.53%
Motilal Oswal Manufacturing Fund1.7%0%0%
Sundaram Multi Factor Fund0%0%0%
Tata ELSS Fund11.5%13.21%11.91%
SBI Innovative Opportunities Fund-10.43%0%0%
Nippon India Flexi Cap Fund13.46%16.71%0%
HDFC Innovation Fund0%0%0%
Nippon India Quant Fund-0.58%22.31%24.44%
Trustmf Flexi Cap Fund1.09%0%0%
JM Small Cap Fund-10.71%0%0%
SBI Contra Fund9.72%24.89%37.16%
Kotak Mnc Fund-2.59%0%0%
Bandhan Large Mid Cap Fund13.05%13.42%12.35%
ITI Pharma And Healthcare Fund10.45%24.71%0%
Parag Parikh Flexi Cap Fund12.9%25.24%25.52%
Quant Momentum Fund-3.5%0%0%
Bank India Flexi Cap Fund18.59%41.29%29.59%
Baroda BNP Paribas Innovation Fund-1.36%0%0%
Kotak Flexicap Fund12.95%14.67%13.55%
Quantum Esg Best In Class Strategy Fund16.34%15.46%18.38%
Invesco India Largecap Fund10.78%14.42%14.69%
Canara Robeco Focused Fund19.07%17.22%0%
SBI Flexicap Fund9.37%14.75%14.45%
Aditya Birla Sun Life International Equity B Fund8.3%10.0%8.67%
UTI Innovation Fund15.02%0%0%
Aditya Birla Sun Life Business Cycle Fund6.38%14.41%0%
Axis Momentum Fund0%0%0%
Baroda BNP Paribas Energy Opportunities Fund0%0%0%
Mirae Asset Great Consumer Fund13.5%21.31%26.03%
Axis Innovation Fund4.49%19.3%0%
Kotak Pioneer Fund12.47%26.98%25.04%
JM Midcap Fund46.49%33.71%0%
Whiteoak Capital Special Opportunities Fund8.08%0%0%
Samco Flexi Cap Fund5.87%8.78%0%
Union ELSS Tax Saver Fund10.92%14.69%11.12%
SBI Midcap Fund11.24%14.85%8.18%
HDFC Housing Opportunities Fund12.87%22.45%23.32%
Aditya Birla Sun Life Esg Integration Strategy Fund5.12%14.8%0%
Motilal Oswal Large Cap Fund17.63%0%0%
Axis Consumption Fund-4.99%0%0%
Nippon India Banking Financial Services Fund8.31%17.48%26.79%
Quant Focused Fund6.87%14.96%18.26%
SBI Esg Exclusionary Strategy Fund9.5%13.5%13.99%
ICICI Prudential Energy Opportunities Fund-5.88%0%0%
Baroda BNP Paribas Manufacturing Fund-10.02%0%0%
Quant Quantamental Fund23.78%26.42%0%
Mirae Asset Healthcare Fund9.85%31.63%19.27%
Whiteoak Capital Large Cap Fund27.66%17.46%0%
Nippon India Innovation Fund20.06%0%0%
ICICI Prudential Bharat Consumption Fund15.04%17.53%23.39%
Whiteoak Capital Multi Cap Fund25.46%0%0%
Jioblackrock Flexi Cap Fund0%0%0%
Bandhan Multi Cap Fund19.48%22.0%0%
Quant Business Cycle Fund22.68%0%0%
Nippon India Mid Cap Fund4.6%25.19%20.1%
Tata Dividend Yield Fund12.31%21.7%0%
Bandhan Focused Fund12.1%13.83%14.13%
Kotak Technology Fund6.02%0%0%
Kotak Special Opportunities Fund-10.94%0%0%
Quant Large Mid Cap Fund12.31%18.65%12.91%
The Wealth Company Ethical Fund0%0%0%
Tata Small Cap Fund-15.78%25.62%41.17%
ICICI Prudential Equity Minimum Variance Fund5.71%0%0%
PGIM India Large And Midcap Fund6.03%0%0%
ICICI Prudential Quant Fund13.55%17.53%0%
ICICI Prudential Flexicap Fund15.39%19.93%0%
UTI Infrastructure Fund7.48%16.03%12.1%
Tata Large Mid Cap Fund0.5%15.62%22.89%
DSP Large Cap Fund8.3%9.63%8.51%
UTI Flexi Cap Fund-3.4%11.15%16.15%
PGIM India Multi Cap Fund-3.54%0%0%
Sundaram Infrastructure Advantage Fund13.59%12.32%9.74%
Bajaj Finserv Banking And Financial Services Fund0%0%0%
HSBC Business Cycles Fund37.37%25.25%0%
LIC MF Value Fund24.59%0%0%
LIC MF Flexi Cap Fund9.81%10.99%10.31%
Shriram ELSS Tax Saver Fund5.19%14.29%16.08%
Tata India Pharma Healthcare Fund4.75%13.63%10.15%
LIC MF Small Cap Fund35.78%0%0%
ICICI Prudential Housing Opportunities Fund8.14%21.14%0%
Quant Large Cap Fund-0.22%17.49%0%
Aditya Birla Sun Life Midcap Fund-4.19%23.99%28.6%
Bandhan Midcap Fund30.42%26.49%0%
Invesco India Technology Fund-8.6%0%0%
Kotak Small Cap Fund7.48%22.74%20.29%
PGIM India ELSS Tax Saver Fund11.5%14.29%24.94%
LIC MF Consumption Fund0%0%0%
Tata Housing Opportunities Fund6.18%22.12%0%
PGIM India Midcap Fund10.0%12.03%9.9%
HSBC Large Mid Cap Fund13.82%20.63%23.38%
Sundaram Large Cap Fund14.36%13.27%20.54%
Canara Robeco Value Fund12.39%21.28%0%
Axis Business Cycles Fund30.97%0%0%
SBI Dividend Yield Fund27.1%0%0%
HDFC Small Cap Fund10.72%16.06%13.58%
Bank India Small Cap Fund17.81%44.73%38.75%
Whiteoak Capital Banking Financial Services Fund15.26%0%0%
ICICI Prudential Business Cycle Fund17.92%20.95%0%
Edelweiss ELSS Tax Saver Fund12.11%14.94%16.17%
ITI Large Midcap Fund-8.67%0%0%
Kotak Quant Fund11.87%0%0%
Whiteoak Capital Mid Cap Fund9.01%28.94%0%
Whiteoak Capital Pharma And Heathcare Fund33.0%0%0%
Mirae Asset Small Cap Fund0%0%0%
UTI Focused Fund2.8%18.46%0%
HDFC Pharma And Healthcare Fund44.24%0%0%
Kotak Midcap Fund11.97%22.49%22.89%
Quant Teck Fund12.07%0%0%
SBI Healthcare Opportunities Fund7.98%14.36%7.75%
Axis Large Cap Fund12.82%15.35%14.75%
ITI Flexi Cap Fund38.37%0%0%
JM Flexicap Fund14.16%14.74%13.37%
LIC MF Multi Cap Fund37.69%24.24%0%
ITI Large Cap Fund11.46%13.11%0%
Motilal Oswal Midcap Fund15.93%20.09%11.53%
Quantum ELSS Tax Saver Fund-3.76%19.39%20.74%
Taurus Ethical Fund10.78%17.3%20.0%
Axis ELSS Tax Saver Fund9.47%13.83%13.89%
Quantum Value Fund10.46%10.12%10.54%
HSBC Financial Services Fund0%0%0%
ICICI Prudential Us Bluechip Equity Fund13.45%16.11%16.36%
ICICI Prudential Multicap Fund10.72%12.39%10.27%
ICICI Prudential Focused Equity Fund10.36%11.74%9.92%
Edelweiss Large Mid Cap Fund-6.21%20.43%25.74%
HDFC Large Cap Fund11.98%18.03%24.35%
Groww Largecap Fund11.49%10.12%10.01%
HDFC Business Cycle Fund20.81%18.45%0%
Union Large Midcap Fund14.5%18.05%22.88%
SBI Automotive Opportunities Fund-14.12%0%0%
SBI Banking Financial Services Fund11.99%13.77%16.46%
Sundaram Focused Fund5.85%15.4%0%
Franklin India Focused Equity Fund13.25%13.48%9.97%
360 One ELSS Tax Saver Nifty 50 Index Fund17.59%0%0%
Invesco India Multicap Fund4.98%20.88%25.47%
Motilal Oswal Multi Cap Fund15.31%0%0%
Baroda BNP Paribas Health And Wellness Fund0%0%0%
Kotak Large Midcap Fund14.14%17.64%18.09%
Tata Quant Fund23.79%11.82%24.98%
LIC MF Dividend Yield Fund30.15%0%0%
Quant Mid Cap Fund-4.47%23.22%39.57%
Aditya Birla Sun Life PSU Equity Fund30.36%35.0%39.48%
UTI Large Mid Cap Fund3.83%17.36%12.01%
Quant Manufacturing Fund13.23%0%0%
Motilal Oswal Small Cap Fund22.28%0%0%
Bank India Consumption Fund0%0%0%
Edelweiss Focused Fund9.3%20.56%0%
HSBC Consumption Fund25.3%0%0%
Franklin India Dividend Yield Fund10.06%22.73%30.98%
ITI Banking And Financial Services Fund14.3%13.35%0%
HSBC Small Cap Fund35.53%28.03%0%
Aditya Birla Sun Life Quant Fund-11.66%0%0%
Franklin India Flexi Cap Fund8.36%14.65%19.22%
Mirae Asset Flexi Cap Fund24.64%0%0%
Franklin Asian Equity Fund13.44%7.72%-2.7%
ICICI Prudential Transportation And Logistics Fund40.46%32.14%0%
Sundaram Financial Services Opportunities Fund12.09%13.53%13.0%
Mahindra Manulife Value Fund0%0%0%
ICICI Prudential Active Momentum Fund0%0%0%
Invesco India Contra Fund12.78%17.19%14.9%
ICICI Prudential Infrastructure Fund16.0%20.78%14.06%
Baroda BNP Paribas Mid Cap Fund11.65%24.6%0%
Sundaram ELSS Tax Saver Fund16.54%15.82%0%
Bandhan Small Cap Fund31.61%37.05%35.1%
Whiteoak Capital Esg Best In Class Strategy Fund3.36%0%0%
Kotak Rural Opportunities Fund0%0%0%
ITI ELSS Tax Saver Fund20.97%24.29%20.3%
Axis Multicap Fund24.79%25.16%0%
Invesco India Business Cycle Fund0%0%0%
Invesco India Consumption Fund0%0%0%
Bajaj Finserv Large Cap Fund-5.84%0%0%
SBI Large Cap Fund11.93%13.11%10.89%
JM Value Fund14.04%14.42%13.7%
360 One Focused Fund13.06%19.3%23.17%
Taurus Flexi Cap Fund7.95%10.27%8.82%
LIC MF Large Mid Cap Fund10.08%14.31%11.57%
Motilal Oswal Large And Midcap Fund22.27%37.84%29.97%
Kotak Active Momentum Fund0%0%0%
Taurus ELSS Tax Saver Fund11.59%12.02%11.76%
UTI Mid Cap Fund9.71%20.38%26.5%
DSP ELSS Tax Saver Fund10.71%17.64%18.51%
Edelweiss Multi Cap Fund21.77%0%0%
Quant Infrastructure Fund-9.72%21.46%48.93%
Invesco India Financial Services Fund13.41%14.26%15.68%
Aditya Birla Sun Life Infrastructure Fund8.5%11.36%6.34%
Canara Robeco Flexicap Fund12.02%15.11%12.76%
Edelweiss Mid Cap Fund7.17%15.06%9.4%
Baroda BNP Paribas Large And Mid Cap Fund24.09%21.14%29.02%
HDFC Non Cyclical Consumer Fund25.24%0%0%
HDFC Infrastructure Fund10.18%13.62%10.11%
Unifi Flexi Cap Fund0%0%0%
Bajaj Finserv Consumption Fund-9.95%0%0%
Kotak Focused Fund0.34%16.74%22.73%
Sundaram Value Fund-0.49%13.83%21.38%
HDFC ELSS Tax Saver Fund11.33%18.3%16.05%
Edelweiss Large Cap Fund12.97%13.26%11.74%
Bank India Large Mid Cap Fund-7.22%18.86%22.82%
Invesco India Infrastructure Fund10.76%20.13%20.85%
Franklin India Large Cap Fund7.55%10.96%8.42%
HDFC Technology Fund29.72%0%0%
Aditya Birla Sun Life Dividend Yield Fund6.24%10.28%6.02%
Mahindra Manulife Multi Cap Fund-1.9%23.44%32.34%
Motilal Oswal Infrastructure Fund0%0%0%
SBI Consumption Opportunities Fund14.11%16.78%15.09%
Motilal Oswal ELSS Tax Saver Fund2.7%20.07%16.91%
Axis Flexi Cap Fund0.65%14.94%16.3%
Nippon India Active Momentum Fund0%0%0%
Kotak Energy Opportunities Fund0%0%0%
Kotak Large Cap Fund10.61%13.45%11.18%
Quant Esg Integration Strategy Fund22.38%22.67%42.19%
UTI Dividend Yield Fund9.0%11.87%10.06%
SBI Large Midcap Fund7.81%17.41%15.6%
Capitalmind Flexi Cap Fund0%0%0%
Canara Robeco Consumer Trends Fund-0.98%18.74%24.05%
Baroda BNP Paribas Business Conglomerates Fund0%0%0%
Invesco India Manufacturing Fund-6.28%0%0%
Kotak Esg Exclusionary Strategy Fund11.27%11.79%0%
Canara Robeco Manufacturing Fund-6.73%0%0%
Data as of 14-Dec-2025

SIP and SWP returns with step-up


Rolling SIP returns with 10% step-up
Fund Any 1Y SIPAny 3Y 目↑ SIPAny 5Y 目↑ SIP
Aditya Birla Sun Life Large Cap Fund13.84%15.17%15.31%
Mahindra Manulife ELSS Tax Saver Fund12.07%14.33%15.59%
PGIM India Small Cap Fund10.46%14.14%0%
Nippon India Value Fund14.57%18.73%20.05%
Quant Consumption Fund-6.9%0%0%
Motilal Oswal Business Cycle Fund18.16%0%0%
Quant Multi Cap Fund14.26%6.97%12.2%
Aditya Birla Sun Life Small Cap Fund19.08%13.31%15.26%
Sundaram Services Fund19.22%18.81%19.05%
ITI Focused Fund15.17%0%0%
Sundaram Multi Cap Fund11.65%16.46%0%
HSBC Flexi Cap Fund12.39%16.57%17.11%
Tata Resources Energy Fund14.99%14.47%15.69%
360 One Quant Fund18.53%20.3%0%
Navi ELSS Tax Saver Nifty 50 Index Fund11.99%0%0%
SBI Quant Fund0%0%0%
Motilal Oswal Special Opportunities Fund0%0%0%
Tata Flexi Cap Fund14.96%16.14%15.51%
ICICI Prudential Conglomerate Fund0%0%0%
Navi ELSS Tax Saver Fund11.73%12.51%13.37%
PGIM India Large Cap Fund13.22%12.68%12.79%
Mahindra Manulife Banking Financial Services Fund0%0%0%
Tata Digital India Fund6.24%12.52%13.14%
Groww Value Fund10.56%15.51%15.99%
Nippon India Tax Saver Fund11.28%15.66%16.86%
DSP Large Mid Cap Fund16.02%18.46%18.76%
Sundaram Flexicap Fund22.27%15.09%0%
Tata Multicap Fund13.45%0%0%
ICICI Prudential Smallcap Fund16.71%12.29%16.74%
Mahindra Manulife Small Cap Fund21.41%0%0%
HDFC Flexi Cap Fund17.9%20.64%22.12%
Axis Large Mid Cap Fund18.5%17.34%17.13%
Nippon India Mnc Fund0%0%0%
Mahindra Manulife Mid Cap Fund13.6%19.46%21.67%
Motilal Oswal Innovation Opportunities Fund0%0%0%
Sundaram Large And Midcap Fund16.52%15.83%16.22%
Helios Financial Services Fund18.09%0%0%
Tata Infrastructure Fund1.85%10.33%16.87%
Axis Esg Integration Strategy Fund11.3%12.51%11.9%
ICICI Prudential Commodities Fund20.85%15.01%18.55%
HSBC ELSS Tax Saver Fund29.07%16.9%0%
Bandhan Financial Services Fund17.61%0%0%
ICICI Prudential FMCG Fund16.69%3.29%8.55%
Invesco India PSU Equity Fund18.15%22.98%26.77%
Aditya Birla Sun Life Special Opportunities Fund14.49%21.24%19.27%
UTI India Consumer Fund11.66%14.44%14.23%
Taurus Banking Financial Services Fund17.68%13.46%14.09%
Samco Active Momentum Fund1.37%0%0%
Nippon India Small Cap Fund26.76%14.73%20.75%
Union Active Momentum Fund0%0%0%
ITI Bharat Consumption Fund0%0%0%
Franklin India Multi Factor Fund0%0%0%
Kotak Business Cycle Fund13.33%18.08%0%
Mirae Asset ELSS Tax Saver Fund16.59%17.19%16.81%
Nippon India Pharma Fund5.81%18.32%17.61%
Samco Multi Cap Fund-4.61%0%0%
Union Largecap Fund10.49%12.09%12.62%
Motilal Oswal Focused 25 Mof25 Fund10.27%8.06%9.27%
Aditya Birla Sun Life Conglomerate Fund0%0%0%
Aditya Birla Sun Life Consumption Fund9.42%14.02%15.23%
Franklin India Mid Cap Fund14.54%19.51%19.89%
UTI Value Fund12.67%17.44%17.55%
Motilal Oswal Flexi Cap Fund11.5%20.62%18.94%
Aditya Birla Sun Life Value Fund13.7%15.39%17.56%
Bajaj Finserv Small Cap Fund0%0%0%
Tata India Innovation Fund8.62%0%0%
Nippon India Multi Cap Fund15.93%17.78%21.53%
Quant Small Cap Fund6.27%14.35%21.26%
DSP Multicap Fund7.6%0%0%
Trustmf Multi Cap Fund0%0%0%
Franklin India ELSS Tax Saver Fund12.32%15.79%17.3%
ICICI Prudential Esg Exclusionary Strategy Fund11.33%17.88%17.33%
Aditya Birla Sun Life Mnc Fund10.26%10.5%10.34%
UTI Multi Cap Fund0%0%0%
Invesco India ELSS Tax Saver Fund17.52%14.38%14.76%
Union Multicap Fund18.63%0%0%
Trustmf Small Cap Fund20.9%0%0%
ITI Value Fund12.54%15.42%0%
Nippon India Large Cap Fund16.63%17.3%19.1%
Motilal Oswal Consumption Fund0%0%0%
SBI Focused Fund20.28%19.38%17.1%
LIC MF Focused Fund7.58%0%0%
HDFC Value Fund15.31%18.35%18.65%
Bandhan Healthcare Fund0%0%0%
PGIM India Healthcare Fund6.97%0%0%
Baroda BNP Paribas Large Cap Fund15.74%14.58%0%
HDFC Mnc Fund8.33%0%0%
HDFC Focused Fund16.53%20.75%23.01%
HSBC India Export Opportunities Fund10.95%0%0%
Bandhan Large Cap Fund15.8%17.06%16.42%
Whiteoak Capital Flexi Cap Fund27.18%19.25%0%
ITI Small Cap Fund23.49%20.12%21.18%
DSP Flexi Cap Fund11.96%15.49%15.72%
Bajaj Finserv Large And Mid Cap Fund6.82%0%0%
Mirae Asset Infrastructure Fund0%0%0%
LIC MF ELSS Tax Saver Fund5.45%13.58%14.29%
Mirae Asset Focused Fund10.18%12.25%11.78%
Bandhan Business Cycle Fund12.91%0%0%
Templeton India Value Fund14.96%14.75%18.25%
ICICI Prudential Large Mid Cap Fund18.84%20.28%21.47%
Axis Midcap Fund17.67%17.75%17.7%
Bandhan Flexi Cap Fund14.5%15.58%15.28%
Taurus Mid Cap Fund13.55%11.25%14.35%
Tata Focused Fund20.26%13.97%15.44%
UTI Mnc Fund13.03%12.46%12.81%
Samco Large Mid Cap Fund0%0%0%
Franklin India Small Cap Fund16.0%12.29%18.13%
Aditya Birla Sun Life International Equity Fund9.02%22.54%16.44%
Tata Ethical Fund12.66%8.61%11.06%
Aditya Birla Sun Life Digital India Fund11.34%12.18%12.69%
Samco ELSS Tax Saver Fund7.46%0%0%
Nippon India Japan Equity Fund8.36%17.58%13.05%
Kotak Multicap Fund20.39%21.12%0%
Mirae Asset Large Midcap Fund16.55%16.75%16.45%
Helios Mid Cap Fund0%0%0%
Bank India Business Cycle Fund4.81%0%0%
Bank India ELSS Tax Saver Fund17.52%12.19%15.0%
Sundaram Consumption Fund17.56%14.36%15.88%
UTI Healthcare Fund4.65%21.73%19.41%
Motilal Oswal Digital India Fund16.8%0%0%
PGIM India Flexi Cap Fund12.35%13.69%13.56%
Bandhan Infrastructure Fund12.75%16.89%21.95%
Bank India Mid Cap Fund0%0%0%
SBI Infrastructure Fund7.73%14.66%19.65%
Motilal Oswal Quant Fund1.87%0%0%
UTI Banking And Financial Services Fund15.74%17.94%17.1%
Shriram Multi Sector Rotation Fund0%0%0%
HDFC Mid Cap Fund21.65%22.36%24.21%
Sundaram Dividend Yield Fund12.09%14.24%0%
Baroda BNP Paribas Focused Fund18.19%13.75%0%
Sundaram Business Cycle Fund10.81%0%0%
Mirae Asset Multicap Fund14.06%0%0%
UTI Quant Fund0%0%0%
HDFC Manufacturing Fund11.86%0%0%
Tata Business Cycle Fund19.52%14.2%0%
Edelweiss Flexi Cap Fund12.01%18.31%18.59%
DSP Banking Financial Services Fund19.32%0%0%
Bandhan ELSS Tax Saver Fund15.08%14.21%16.18%
Invesco India Smallcap Fund11.08%21.53%23.43%
Axis Value Fund14.77%20.79%0%
HDFC Multi Cap Fund20.98%16.51%0%
HDFC Transportation And Logistics Fund18.67%0%0%
Quantum Ethical Fund0%0%0%
Mahindra Manulife Business Cycle Fund5.87%0%0%
Union Value Fund15.74%16.16%17.36%
HSBC Tax Saver Equity Fund13.37%17.94%17.8%
Edelweiss Small Cap Fund25.93%15.42%19.38%
Quant Value Fund23.82%16.12%0%
LIC MF Large Cap Fund12.12%12.63%12.28%
Kotak Banking Financial Services Fund19.0%0%0%
Aditya Birla Sun Life Large Mid Cap Fund10.74%12.97%12.39%
DSP Quant Fund15.67%12.02%11.08%
ICICI Prudential Value Erstwhile Value Discovery Fund16.09%19.88%21.37%
Invesco India Flexi Cap Fund18.94%20.41%0%
360 One Flexicap Fund7.38%0%0%
Navi Large Midcap Fund13.52%12.9%14.36%
Aditya Birla Sun Life Banking And Financial Services Fund17.82%17.23%16.6%
HDFC Defence Fund29.49%0%0%
The Wealth Company Flexi Cap Fund0%0%0%
Baroda BNP Paribas Flexi Cap Fund23.13%14.87%0%
Axis Services Opportunities Fund0%0%0%
Motilal Oswal Services Fund0%0%0%
Aditya Birla Sun Life Flexi Cap Fund16.32%17.93%16.87%
Canara Robeco Infrastructure Fund14.56%20.11%23.58%
Whiteoak Capital Digital Bharat Fund19.05%0%0%
Aditya Birla Sun Life Transportation And Logistics Fund4.19%0%0%
Quant PSU Fund-5.73%0%0%
Mahindra Manulife Focused Fund13.45%17.26%19.33%
JM Large Mid Cap Fund0%0%0%
Axis Quant Fund9.69%11.19%0%
Tata Value Fund13.11%16.63%18.45%
LIC MF Infrastructure Fund7.64%22.37%24.91%
Kotak Infrastructure Economic Reform Fund19.2%15.28%21.05%
Baroda BNP Paribas Multi Cap Fund12.86%16.02%17.53%
Invesco India Midcap Fund23.32%27.46%25.79%
Invesco India Focused Fund4.54%19.67%19.67%
Mahindra Manulife Large Mid Cap Fund24.42%14.25%16.37%
Motilal Oswal Active Momentum Fund0%0%0%
Franklin India Technology Fund12.42%17.8%16.92%
Tata Large Cap Fund14.01%14.62%15.14%
HSBC Large Cap Fund13.35%13.82%14.13%
HDFC Long Term Advantage Fund16.19%31.72%21.86%
Edelweiss Business Cycle Fund4.22%0%0%
LIC MF Healthcare Fund7.08%0%0%
ICICI Prudential Midcap Fund18.69%21.79%21.42%
Baroda BNP Paribas ELSS Tax Saver Fund15.55%18.68%0%
Taurus Large Cap Fund11.35%13.81%13.72%
ICICI Prudential PSU Equity Fund35.92%20.65%0%
HDFC Dividend Yield Fund16.14%14.79%0%
Union Small Cap Fund11.16%14.91%17.53%
Navi Flexi Cap Fund14.35%12.76%13.99%
Aditya Birla Sun Life Pharma And Healthcare Fund18.94%18.17%17.05%
Kotak Healthcare Fund6.24%0%0%
Baroda BNP Paribas Business Cycle Fund11.6%14.57%0%
Nippon India Consumption Fund14.27%13.85%17.07%
Nippon India Focused Fund14.82%14.29%15.16%
Kotak Transportation Logistics Fund0%0%0%
UTI Small Cap Fund9.24%15.17%0%
Nippon India Taiwan Equity Fund30.98%41.92%0%
Bajaj Finserv ELSS Tax Saver Fund0%0%0%
Bandhan Value Fund18.61%14.88%17.84%
Kotak Contra Fund15.98%18.85%19.93%
Helios Small Cap Fund0%0%0%
Groww Multicap Fund0%0%0%
Union Flexi Cap Fund13.3%13.8%14.79%
HSBC Value Fund23.03%19.03%0%
Canara Robeco ELSS Tax Saver Fund14.57%14.64%15.03%
LIC MF Mid Cap Fund8.6%0%0%
Samco Special Opportunities Fund3.21%0%0%
Invesco India Esg Integration Strategy Fund0.19%12.36%0%
Quant Commodities Fund-2.3%0%0%
UTI Large Cap Fund12.13%12.98%12.9%
Mirae Asset Large Cap Fund15.76%14.54%14.05%
Axis Small Cap Fund6.52%14.96%18.15%
LIC MF Manufacturing Fund16.74%0%0%
Edelweiss Consumption Fund0%0%0%
DSP Value Fund8.34%18.74%17.52%
Tata Mid Cap Fund16.28%18.45%19.69%
Quant Healthcare Fund3.3%0%0%
ICICI Prudential Technology Fund16.37%13.91%13.4%
HDFC Large And Mid Cap Fund11.13%16.96%19.21%
Old Bridge Focused Fund3.32%0%0%
Helios Large Mid Cap Fund22.56%0%0%
NJ ELSS Tax Saver Scheme Fund3.32%0%0%
Franklin India Multi Cap Fund13.95%0%0%
Aditya Birla Sun Life Manufacturing Equity Fund9.9%17.29%16.81%
ICICI Prudential ELSS Tax Saver Fund12.98%16.12%16.03%
JM Focused Fund15.05%15.25%16.97%
UTI ELSS Tax Saver Fund12.93%12.9%13.14%
SBI PSU Fund14.32%23.98%28.02%
Bajaj Finserv Flexi Cap Fund14.64%0%0%
ICICI Prudential Mnc Fund23.66%13.58%15.01%
Whiteoak Capital ELSS Tax Saver Fund30.44%21.51%0%
Union Midcap Fund14.07%18.54%19.42%
ITI Multi Cap Fund12.48%16.73%17.51%
Quant Bfsi Fund19.13%0%0%
SBI Comma Fund12.69%14.59%14.2%
Bajaj Finserv Multi Cap Fund0%0%0%
ITI Mid Cap Fund12.56%20.44%0%
Baroda BNP Paribas Dividend Yield Fund10.9%0%0%
Union Business Cycle Fund5.17%0%0%
DSP Natural Resources And New Energy Fund18.75%17.18%18.67%
Tata India Consumer Fund16.37%16.23%17.41%
Union Innovation Opportunities Fund11.39%0%0%
Bank India Manufacturing Infrastructure Fund18.07%20.67%23.09%
JM ELSS Tax Saver Fund17.58%18.16%18.72%
Edelweiss Recently Listed Ipo Fund8.88%13.66%0%
SBI Mnc Fund14.01%5.25%7.81%
Kotak ELSS Tax Saver Fund16.78%13.8%15.7%
Baroda BNP Paribas Value Fund1.59%0%0%
Aditya Birla Sun Life Commodity Equities Global Agri Fund6.97%8.63%11.16%
Bank India Multi Cap Fund15.43%0%0%
Samco Large Cap Fund0%0%0%
Union Focused Fund19.39%9.79%11.34%
Sundaram Mid Cap Fund17.16%21.96%22.4%
Mahindra Manulife Consumption Fund16.0%14.3%16.01%
DSP Small Cap Fund22.98%15.72%18.67%
Parag Parikh ELSS Tax Saver Fund18.05%15.17%17.17%
Mahindra Manulife Manufacturing Fund11.52%0%0%
Bajaj Finserv Healthcare Fund0%0%0%
Groww Banking Financial Services Fund15.11%0%0%
Whiteoak Capital Quality Equity Fund0%0%0%
DSP Healthcare Fund27.23%18.9%18.55%
Mirae Asset Midcap Fund24.96%19.74%20.14%
ICICI Prudential Large Cap Erstwhile Bluechip Fund15.95%17.43%17.83%
ICICI Prudential Exports Services Fund13.97%18.49%19.21%
HSBC Focused Fund12.88%15.2%15.83%
Canara Robeco Small Cap Fund26.98%12.19%16.93%
Aditya Birla Sun Life Multi Cap Fund11.41%15.07%0%
UTI Transportation And Logistics Fund22.75%24.37%24.41%
Axis Focused Fund12.88%12.05%10.03%
Franklin India Opportunities Fund13.97%24.68%24.88%
ICICI Prudential Banking And Financial Services Fund18.6%17.12%16.26%
Invesco India Large Mid Cap Fund17.4%24.27%22.6%
Mirae Asset Banking And Financial Services Fund15.43%20.06%0%
Quant Flexi Cap Fund10.89%13.2%17.29%
Bandhan Innovation Fund15.63%0%0%
DSP Midcap Fund12.55%17.5%16.83%
HSBC Multi Cap Fund16.19%0%0%
JM Large Cap Fund11.26%13.86%15.17%
Baroda BNP Paribas Small Cap Fund2.81%0%0%
Edelweiss Technology Fund5.76%0%0%
Groww ELSS Tax Saver Fund8.58%12.8%13.79%
NJ Flexi Cap Fund-0.48%0%0%
Taurus Infrastructure Fund14.28%13.17%15.96%
Canara Robeco Mid Cap Fund22.97%17.93%0%
DSP India Tiger Fund7.9%18.0%23.1%
Kotak Manufacture In India Fund22.05%19.1%0%
Sundaram Small Cap Fund14.57%16.35%19.11%
Canara Robeco Large Cap Fund14.51%15.54%15.32%
DSP Business Cycle Fund0%0%0%
DSP Focused Fund13.3%17.87%16.82%
SBI Technology Opportunities Fund15.28%18.51%17.29%
Quant ELSS Tax Saver Fund14.11%13.68%17.26%
ICICI Prudential Quality Fund0%0%0%
Franklin Build India Fund19.09%20.31%24.22%
Whiteoak Capital Large Mid Cap Fund10.79%0%0%
ICICI Prudential Rural Opportunities Fund0%0%0%
Bank India Large Cap Fund12.93%14.09%0%
Mahindra Manulife Flexi Cap Fund12.62%15.65%0%
Tata Banking And Financial Services Fund20.92%18.94%18.34%
SBI Multicap Fund16.31%16.06%0%
HDFC Banking Financial Services Fund22.99%18.13%0%
Baroda BNP Paribas Banking And Financial Services Fund16.25%18.96%17.46%
HSBC Midcap Fund35.17%20.98%0%
Baroda BNP Paribas India Consumption Fund22.18%14.62%0%
Aditya Birla Sun Life Focused Fund14.29%17.08%16.36%
SBI Energy Opportunities Fund2.96%0%0%
Quantum Small Cap Fund11.13%0%0%
Nippon India Us Equity Opportunities Fund16.78%19.17%15.65%
Nippon India Power Infra Fund10.34%17.86%23.42%
ICICI Prudential Dividend Yield Equity Fund16.53%21.03%23.28%
Bandhan Multi Factor Fund0%0%0%
Mahindra Manulife Large Cap Fund12.83%14.63%14.88%
ICICI Prudential Innovation Fund16.5%0%0%
Canara Robeco Multi Cap Fund12.85%0%0%
Kotak Consumption Fund10.56%0%0%
LIC MF Banking And Financial Services Fund17.46%14.97%15.06%
HSBC Infrastructure Fund25.42%13.8%0%
Canara Robeco Large And Mid Cap Fund9.68%15.12%15.64%
SBI Small Cap Fund23.77%10.33%14.51%
Nippon India Vision Large Mid Cap Fund12.39%18.57%18.97%
Axis India Manufacturing Fund5.92%0%0%
Shriram Flexi Cap Fund9.58%8.82%11.13%
Franklin India Large Mid Cap Fund13.83%16.85%16.11%
Aditya Birla Sun Life ELSS Tax Saver Fund13.72%15.49%13.73%
Bandhan Transportation And Logistics Fund32.51%24.86%0%
Helios Flexi Cap Fund12.6%0%0%
SBI ELSS Tax Saver Fund14.91%19.38%21.17%
SBI Equity Minimum Variance Fund18.33%11.65%13.2%
Motilal Oswal Manufacturing Fund17.78%0%0%
Sundaram Multi Factor Fund0%0%0%
Tata ELSS Fund14.13%15.6%16.21%
SBI Innovative Opportunities Fund10.26%0%0%
Nippon India Flexi Cap Fund12.29%14.1%0%
HDFC Innovation Fund0%0%0%
Nippon India Quant Fund13.03%17.45%18.63%
Trustmf Flexi Cap Fund5.43%0%0%
JM Small Cap Fund7.32%0%0%
SBI Contra Fund16.56%16.35%20.26%
Kotak Mnc Fund17.74%0%0%
Bandhan Large Mid Cap Fund15.94%22.13%22.55%
ITI Pharma And Healthcare Fund4.07%17.05%0%
Parag Parikh Flexi Cap Fund16.85%18.37%18.77%
Quant Momentum Fund-0.86%0%0%
Bank India Flexi Cap Fund14.7%18.0%19.74%
Baroda BNP Paribas Innovation Fund6.31%0%0%
Kotak Flexicap Fund15.89%16.13%16.14%
Quantum Esg Best In Class Strategy Fund12.86%11.83%12.41%
Invesco India Largecap Fund14.06%17.17%16.86%
Canara Robeco Focused Fund15.66%18.19%0%
SBI Flexicap Fund11.76%12.62%13.16%
Aditya Birla Sun Life International Equity B Fund10.17%12.07%12.97%
UTI Innovation Fund2.98%0%0%
Aditya Birla Sun Life Business Cycle Fund12.62%13.96%0%
Axis Momentum Fund0%0%0%
Baroda BNP Paribas Energy Opportunities Fund0%0%0%
Mirae Asset Great Consumer Fund18.72%15.27%17.38%
Axis Innovation Fund0.65%16.59%0%
Kotak Pioneer Fund26.89%20.93%19.92%
JM Midcap Fund26.31%19.29%0%
Whiteoak Capital Special Opportunities Fund17.36%0%0%
Samco Flexi Cap Fund11.83%-3.28%0%
Union ELSS Tax Saver Fund13.59%14.28%15.25%
SBI Midcap Fund17.92%12.99%16.23%
HDFC Housing Opportunities Fund19.15%12.4%16.16%
Aditya Birla Sun Life Esg Integration Strategy Fund12.18%15.61%0%
Motilal Oswal Large Cap Fund15.42%0%0%
Axis Consumption Fund10.86%0%0%
Nippon India Banking Financial Services Fund21.32%18.75%19.21%
Quant Focused Fund12.17%11.47%14.58%
SBI Esg Exclusionary Strategy Fund13.22%13.47%13.55%
ICICI Prudential Energy Opportunities Fund11.67%0%0%
Baroda BNP Paribas Manufacturing Fund11.94%0%0%
Quant Quantamental Fund19.89%15.41%0%
Mirae Asset Healthcare Fund19.77%19.63%18.23%
Whiteoak Capital Large Cap Fund22.5%17.87%0%
Nippon India Innovation Fund11.82%0%0%
ICICI Prudential Bharat Consumption Fund18.91%14.3%16.68%
Whiteoak Capital Multi Cap Fund15.07%0%0%
Jioblackrock Flexi Cap Fund0%0%0%
Bandhan Multi Cap Fund17.49%15.96%0%
Quant Business Cycle Fund-2.77%0%0%
Nippon India Mid Cap Fund13.1%21.07%22.87%
Tata Dividend Yield Fund16.61%16.2%0%
Bandhan Focused Fund14.41%17.92%17.15%
Kotak Technology Fund-2.78%0%0%
Kotak Special Opportunities Fund7.41%0%0%
Quant Large Mid Cap Fund13.97%11.93%16.38%
The Wealth Company Ethical Fund0%0%0%
Tata Small Cap Fund-4.43%9.72%16.94%
ICICI Prudential Equity Minimum Variance Fund16.88%0%0%
PGIM India Large And Midcap Fund12.37%0%0%
ICICI Prudential Quant Fund11.88%15.69%0%
ICICI Prudential Flexicap Fund19.58%19.4%0%
UTI Infrastructure Fund9.73%14.59%17.5%
Tata Large Mid Cap Fund7.74%11.08%13.96%
DSP Large Cap Fund12.57%16.91%16.51%
UTI Flexi Cap Fund6.71%11.51%10.27%
PGIM India Multi Cap Fund15.6%0%0%
Sundaram Infrastructure Advantage Fund12.61%17.63%19.88%
Bajaj Finserv Banking And Financial Services Fund0%0%0%
HSBC Business Cycles Fund32.33%15.53%0%
LIC MF Value Fund4.8%0%0%
LIC MF Flexi Cap Fund11.77%14.27%14.14%
Shriram ELSS Tax Saver Fund10.47%9.13%11.05%
Tata India Pharma Healthcare Fund3.88%20.01%18.95%
LIC MF Small Cap Fund2.85%0%0%
ICICI Prudential Housing Opportunities Fund9.66%14.77%0%
Quant Large Cap Fund19.85%13.76%0%
Aditya Birla Sun Life Midcap Fund12.76%17.28%18.09%
Bandhan Midcap Fund14.1%18.97%0%
Invesco India Technology Fund11.09%0%0%
Kotak Small Cap Fund13.96%10.38%14.43%
PGIM India ELSS Tax Saver Fund12.7%12.49%13.9%
LIC MF Consumption Fund0%0%0%
Tata Housing Opportunities Fund6.07%10.38%0%
PGIM India Midcap Fund11.02%13.12%14.78%
HSBC Large Mid Cap Fund15.23%17.7%18.08%
Sundaram Large Cap Fund11.86%12.01%13.08%
Canara Robeco Value Fund21.15%14.97%0%
Axis Business Cycles Fund12.92%0%0%
SBI Dividend Yield Fund10.48%0%0%
HDFC Small Cap Fund17.61%15.4%20.02%
Bank India Small Cap Fund29.53%14.61%18.75%
Whiteoak Capital Banking Financial Services Fund19.55%0%0%
ICICI Prudential Business Cycle Fund17.44%22.03%0%
Edelweiss ELSS Tax Saver Fund18.87%17.24%17.08%
ITI Large Midcap Fund9.09%0%0%
Kotak Quant Fund2.53%0%0%
Whiteoak Capital Mid Cap Fund40.11%25.34%0%
Whiteoak Capital Pharma And Heathcare Fund15.6%0%0%
Mirae Asset Small Cap Fund0%0%0%
UTI Focused Fund12.39%14.21%0%
HDFC Pharma And Healthcare Fund14.8%0%0%
Kotak Midcap Fund15.01%19.24%20.44%
Quant Teck Fund-5.67%0%0%
SBI Healthcare Opportunities Fund7.48%21.11%20.36%
Axis Large Cap Fund14.27%12.68%11.61%
ITI Flexi Cap Fund14.92%0%0%
JM Flexicap Fund18.18%15.28%19.04%
LIC MF Multi Cap Fund30.18%20.09%0%
ITI Large Cap Fund11.03%13.1%0%
Motilal Oswal Midcap Fund16.1%21.8%25.96%
Quantum ELSS Tax Saver Fund7.98%14.79%15.77%
Taurus Ethical Fund13.52%12.82%13.81%
Axis ELSS Tax Saver Fund15.69%13.79%12.06%
Quantum Value Fund11.56%14.75%15.7%
HSBC Financial Services Fund0%0%0%
ICICI Prudential Us Bluechip Equity Fund15.98%17.25%15.31%
ICICI Prudential Multicap Fund13.91%15.78%17.82%
ICICI Prudential Focused Equity Fund14.58%23.28%22.63%
Edelweiss Large Mid Cap Fund13.39%17.56%18.11%
HDFC Large Cap Fund14.97%13.63%15.58%
Groww Largecap Fund13.67%14.37%14.39%
HDFC Business Cycle Fund15.21%11.67%0%
Union Large Midcap Fund13.54%14.89%15.62%
SBI Automotive Opportunities Fund23.94%0%0%
SBI Banking Financial Services Fund25.27%23.14%20.19%
Sundaram Focused Fund12.22%12.2%0%
Franklin India Focused Equity Fund16.19%14.89%16.43%
360 One ELSS Tax Saver Nifty 50 Index Fund13.87%0%0%
Invesco India Multicap Fund9.42%14.48%16.26%
Motilal Oswal Multi Cap Fund16.93%0%0%
Baroda BNP Paribas Health And Wellness Fund0%0%0%
Kotak Large Midcap Fund16.78%17.39%18.44%
Tata Quant Fund16.88%11.38%12.47%
LIC MF Dividend Yield Fund9.56%0%0%
Quant Mid Cap Fund1.78%10.11%17.03%
Aditya Birla Sun Life PSU Equity Fund29.07%20.14%25.88%
UTI Large Mid Cap Fund15.18%19.72%20.29%
Quant Manufacturing Fund-3.13%0%0%
Motilal Oswal Small Cap Fund9.69%0%0%
Bank India Consumption Fund0%0%0%
Edelweiss Focused Fund24.04%16.09%0%
HSBC Consumption Fund10.36%0%0%
Franklin India Dividend Yield Fund12.9%12.87%16.18%
ITI Banking And Financial Services Fund17.74%18.27%0%
HSBC Small Cap Fund26.3%10.15%0%
Aditya Birla Sun Life Quant Fund6.4%0%0%
Franklin India Flexi Cap Fund12.06%16.1%17.51%
Mirae Asset Flexi Cap Fund16.63%0%0%
Franklin Asian Equity Fund26.02%18.38%10.97%
ICICI Prudential Transportation And Logistics Fund31.69%26.93%0%
Sundaram Financial Services Opportunities Fund20.44%17.89%18.69%
Mahindra Manulife Value Fund0%0%0%
ICICI Prudential Active Momentum Fund0%0%0%
Invesco India Contra Fund17.99%18.71%19.03%
ICICI Prudential Infrastructure Fund12.61%19.77%25.72%
Baroda BNP Paribas Mid Cap Fund21.09%18.46%0%
Sundaram ELSS Tax Saver Fund14.62%14.36%0%
Bandhan Small Cap Fund18.2%25.96%26.0%
Whiteoak Capital Esg Best In Class Strategy Fund13.48%0%0%
Kotak Rural Opportunities Fund0%0%0%
ITI ELSS Tax Saver Fund15.55%17.48%17.96%
Axis Multicap Fund25.36%20.11%0%
Invesco India Business Cycle Fund0%0%0%
Invesco India Consumption Fund0%0%0%
Bajaj Finserv Large Cap Fund13.08%0%0%
SBI Large Cap Fund14.81%13.8%14.31%
JM Value Fund18.04%14.17%18.56%
360 One Focused Fund19.54%12.92%14.88%
Taurus Flexi Cap Fund9.04%10.49%11.96%
LIC MF Large Mid Cap Fund14.96%15.78%16.15%
Motilal Oswal Large And Midcap Fund30.42%22.98%23.79%
Kotak Active Momentum Fund0%0%0%
Taurus ELSS Tax Saver Fund14.57%12.73%14.62%
UTI Mid Cap Fund16.08%14.26%15.84%
DSP ELSS Tax Saver Fund14.84%18.44%18.7%
Edelweiss Multi Cap Fund6.25%0%0%
Quant Infrastructure Fund7.21%13.53%19.62%
Invesco India Financial Services Fund19.59%22.06%20.6%
Aditya Birla Sun Life Infrastructure Fund15.15%15.81%19.93%
Canara Robeco Flexicap Fund14.7%15.8%15.46%
Edelweiss Mid Cap Fund13.1%23.81%24.17%
Baroda BNP Paribas Large And Mid Cap Fund14.48%16.14%17.58%
HDFC Non Cyclical Consumer Fund8.09%0%0%
HDFC Infrastructure Fund15.49%18.84%24.43%
Unifi Flexi Cap Fund0%0%0%
Bajaj Finserv Consumption Fund1.01%0%0%
Kotak Focused Fund18.72%18.27%17.35%
Sundaram Value Fund11.43%12.43%13.36%
HDFC ELSS Tax Saver Fund15.77%19.4%20.82%
Edelweiss Large Cap Fund15.73%14.81%15.55%
Bank India Large Mid Cap Fund15.09%15.48%16.44%
Invesco India Infrastructure Fund9.39%15.82%20.82%
Franklin India Large Cap Fund10.68%15.22%14.34%
HDFC Technology Fund4.56%0%0%
Aditya Birla Sun Life Dividend Yield Fund14.23%14.52%17.71%
Mahindra Manulife Multi Cap Fund12.06%17.56%19.21%
Motilal Oswal Infrastructure Fund0%0%0%
SBI Consumption Opportunities Fund17.29%10.21%15.19%
Motilal Oswal ELSS Tax Saver Fund8.86%19.56%20.81%
Axis Flexi Cap Fund10.31%14.65%13.52%
Nippon India Active Momentum Fund0%0%0%
Kotak Energy Opportunities Fund0%0%0%
Kotak Large Cap Fund15.22%15.81%15.67%
Quant Esg Integration Strategy Fund22.68%12.98%17.91%
UTI Dividend Yield Fund11.8%17.37%17.59%
SBI Large Midcap Fund16.21%17.21%18.11%
Capitalmind Flexi Cap Fund0%0%0%
Canara Robeco Consumer Trends Fund10.03%15.18%16.63%
Baroda BNP Paribas Business Conglomerates Fund0%0%0%
Invesco India Manufacturing Fund8.41%0%0%
Kotak Esg Exclusionary Strategy Fund11.61%14.29%0%
Canara Robeco Manufacturing Fund9.72%0%0%
Data as of 14-Dec-2025

Rolling SWP returns with 10% step-up
Fund Any 1Y SWPAny 3Y 目↑ SWPAny 5Y 目↑ SWP
Aditya Birla Sun Life Large Cap Fund1.09%15.92%20.49%
Mahindra Manulife ELSS Tax Saver Fund9.73%17.4%25.88%
PGIM India Small Cap Fund1.87%14.52%0%
Nippon India Value Fund10.69%25.13%28.61%
Quant Consumption Fund-7.37%0%0%
Motilal Oswal Business Cycle Fund11.84%0%0%
Quant Multi Cap Fund9.1%14.53%34.17%
Aditya Birla Sun Life Small Cap Fund13.99%24.04%27.67%
Sundaram Services Fund15.51%18.67%28.4%
ITI Focused Fund26.83%0%0%
Sundaram Multi Cap Fund2.68%19.92%0%
HSBC Flexi Cap Fund5.7%23.12%22.09%
Tata Resources Energy Fund12.77%20.27%27.37%
360 One Quant Fund22.48%29.07%0%
Navi ELSS Tax Saver Nifty 50 Index Fund17.43%0%0%
SBI Quant Fund0%0%0%
Motilal Oswal Special Opportunities Fund0%0%0%
Tata Flexi Cap Fund8.35%18.37%18.57%
ICICI Prudential Conglomerate Fund0%0%0%
Navi ELSS Tax Saver Fund11.08%15.65%19.28%
PGIM India Large Cap Fund8.87%12.95%16.67%
Mahindra Manulife Banking Financial Services Fund0%0%0%
Tata Digital India Fund3.45%17.12%28.57%
Groww Value Fund4.5%18.48%20.28%
Nippon India Tax Saver Fund5.34%19.06%26.52%
DSP Large Mid Cap Fund12.81%23.05%24.08%
Sundaram Flexicap Fund6.86%16.43%0%
Tata Multicap Fund21.13%0%0%
ICICI Prudential Smallcap Fund12.79%23.33%36.57%
Mahindra Manulife Small Cap Fund43.82%0%0%
HDFC Flexi Cap Fund13.73%22.66%31.56%
Axis Large Mid Cap Fund19.34%23.34%23.93%
Nippon India Mnc Fund0%0%0%
Mahindra Manulife Mid Cap Fund2.49%31.5%33.67%
Motilal Oswal Innovation Opportunities Fund0%0%0%
Sundaram Large And Midcap Fund14.17%18.26%23.82%
Helios Financial Services Fund6.89%0%0%
Tata Infrastructure Fund6.75%27.02%36.66%
Axis Esg Integration Strategy Fund17.26%16.64%14.25%
ICICI Prudential Commodities Fund7.01%18.91%42.05%
HSBC ELSS Tax Saver Fund33.91%22.11%0%
Bandhan Financial Services Fund20.61%0%0%
ICICI Prudential FMCG Fund14.76%11.81%20.62%
Invesco India PSU Equity Fund11.3%35.91%32.49%
Aditya Birla Sun Life Special Opportunities Fund18.3%18.85%22.08%
UTI India Consumer Fund9.69%16.24%18.56%
Taurus Banking Financial Services Fund10.94%11.73%16.16%
Samco Active Momentum Fund23.19%0%0%
Nippon India Small Cap Fund23.7%29.86%42.86%
Union Active Momentum Fund0%0%0%
ITI Bharat Consumption Fund0%0%0%
Franklin India Multi Factor Fund0%0%0%
Kotak Business Cycle Fund0.34%19.37%0%
Mirae Asset ELSS Tax Saver Fund14.36%18.12%22.9%
Nippon India Pharma Fund-0.05%26.97%17.19%
Samco Multi Cap Fund-8.34%0%0%
Union Largecap Fund5.35%14.21%18.51%
Motilal Oswal Focused 25 Mof25 Fund5.72%11.04%13.53%
Aditya Birla Sun Life Conglomerate Fund0%0%0%
Aditya Birla Sun Life Consumption Fund1.14%16.98%22.43%
Franklin India Mid Cap Fund12.07%25.68%23.71%
UTI Value Fund6.9%19.71%22.35%
Motilal Oswal Flexi Cap Fund9.03%24.34%16.51%
Aditya Birla Sun Life Value Fund14.8%25.73%25.2%
Bajaj Finserv Small Cap Fund0%0%0%
Tata India Innovation Fund-10.31%0%0%
Nippon India Multi Cap Fund12.64%26.73%35.74%
Quant Small Cap Fund-3.55%31.8%49.46%
DSP Multicap Fund-0.78%0%0%
Trustmf Multi Cap Fund0%0%0%
Franklin India ELSS Tax Saver Fund10.43%20.54%25.14%
ICICI Prudential Esg Exclusionary Strategy Fund8.56%22.05%17.94%
Aditya Birla Sun Life Mnc Fund10.08%15.95%11.56%
UTI Multi Cap Fund0%0%0%
Invesco India ELSS Tax Saver Fund11.9%20.14%20.16%
Union Multicap Fund29.49%0%0%
Trustmf Small Cap Fund-1.62%0%0%
ITI Value Fund-8.23%23.68%0%
Nippon India Large Cap Fund13.73%21.66%27.46%
Motilal Oswal Consumption Fund0%0%0%
SBI Focused Fund8.93%16.85%20.29%
LIC MF Focused Fund19.52%0%0%
HDFC Value Fund13.02%20.1%24.72%
Bandhan Healthcare Fund0%0%0%
PGIM India Healthcare Fund-3.9%0%0%
Baroda BNP Paribas Large Cap Fund10.52%17.82%0%
HDFC Mnc Fund21.44%0%0%
HDFC Focused Fund13.06%23.23%33.76%
HSBC India Export Opportunities Fund-6.65%0%0%
Bandhan Large Cap Fund9.77%18.06%19.28%
Whiteoak Capital Flexi Cap Fund14.64%21.44%0%
ITI Small Cap Fund20.51%34.48%26.27%
DSP Flexi Cap Fund16.56%20.89%20.92%
Bajaj Finserv Large And Mid Cap Fund1.16%0%0%
Mirae Asset Infrastructure Fund0%0%0%
LIC MF ELSS Tax Saver Fund-3.18%18.74%19.57%
Mirae Asset Focused Fund4.13%11.68%19.15%
Bandhan Business Cycle Fund-1.56%0%0%
Templeton India Value Fund11.22%21.28%32.39%
ICICI Prudential Large Mid Cap Fund10.83%23.22%30.25%
Axis Midcap Fund12.75%22.35%23.68%
Bandhan Flexi Cap Fund11.14%16.03%19.78%
Taurus Mid Cap Fund5.82%21.65%23.7%
Tata Focused Fund19.94%17.41%23.9%
UTI Mnc Fund9.93%15.55%17.12%
Samco Large Mid Cap Fund0%0%0%
Franklin India Small Cap Fund16.55%30.53%35.9%
Aditya Birla Sun Life International Equity Fund9.0%9.8%8.35%
Tata Ethical Fund10.65%15.84%22.73%
Aditya Birla Sun Life Digital India Fund13.8%16.23%26.39%
Samco ELSS Tax Saver Fund16.8%0%0%
Nippon India Japan Equity Fund7.6%15.98%3.65%
Kotak Multicap Fund11.59%27.63%0%
Mirae Asset Large Midcap Fund14.1%18.59%23.54%
Helios Mid Cap Fund0%0%0%
Bank India Business Cycle Fund-15.5%0%0%
Bank India ELSS Tax Saver Fund13.43%21.85%25.21%
Sundaram Consumption Fund12.7%18.78%19.88%
UTI Healthcare Fund6.41%28.6%15.45%
Motilal Oswal Digital India Fund-6.39%0%0%
PGIM India Flexi Cap Fund6.37%14.12%22.16%
Bandhan Infrastructure Fund16.59%36.44%41.34%
Bank India Mid Cap Fund0%0%0%
SBI Infrastructure Fund11.71%30.14%33.82%
Motilal Oswal Quant Fund-15.92%0%0%
UTI Banking And Financial Services Fund10.01%14.72%18.45%
Shriram Multi Sector Rotation Fund0%0%0%
HDFC Mid Cap Fund16.3%30.28%31.22%
Sundaram Dividend Yield Fund9.03%20.59%0%
Baroda BNP Paribas Focused Fund8.13%17.87%0%
Sundaram Business Cycle Fund1.95%0%0%
Mirae Asset Multicap Fund18.29%0%0%
UTI Quant Fund0%0%0%
HDFC Manufacturing Fund-6.7%0%0%
Tata Business Cycle Fund9.12%22.72%0%
Edelweiss Flexi Cap Fund9.68%21.32%24.52%
DSP Banking Financial Services Fund20.03%0%0%
Bandhan ELSS Tax Saver Fund16.3%18.58%29.31%
Invesco India Smallcap Fund3.1%31.04%37.33%
Axis Value Fund-3.23%26.85%0%
HDFC Multi Cap Fund16.44%26.04%0%
HDFC Transportation And Logistics Fund21.37%0%0%
Quantum Ethical Fund0%0%0%
Mahindra Manulife Business Cycle Fund17.42%0%0%
Union Value Fund9.29%20.95%24.16%
HSBC Tax Saver Equity Fund10.9%19.97%22.64%
Edelweiss Small Cap Fund17.92%26.82%37.54%
Quant Value Fund15.21%26.45%0%
LIC MF Large Cap Fund5.19%12.31%16.38%
Kotak Banking Financial Services Fund19.37%0%0%
Aditya Birla Sun Life Large Mid Cap Fund4.02%16.29%17.86%
DSP Quant Fund10.86%11.39%14.19%
ICICI Prudential Value Erstwhile Value Discovery Fund9.92%23.43%29.85%
Invesco India Flexi Cap Fund10.79%25.27%0%
360 One Flexicap Fund34.39%0%0%
Navi Large Midcap Fund13.55%15.34%25.32%
Aditya Birla Sun Life Banking And Financial Services Fund13.5%15.36%18.41%
HDFC Defence Fund58.59%0%0%
The Wealth Company Flexi Cap Fund0%0%0%
Baroda BNP Paribas Flexi Cap Fund6.14%19.05%0%
Axis Services Opportunities Fund0%0%0%
Motilal Oswal Services Fund0%0%0%
Aditya Birla Sun Life Flexi Cap Fund14.91%17.61%20.21%
Canara Robeco Infrastructure Fund10.76%31.11%38.8%
Whiteoak Capital Digital Bharat Fund4.47%0%0%
Aditya Birla Sun Life Transportation And Logistics Fund2.29%0%0%
Quant PSU Fund-14.12%0%0%
Mahindra Manulife Focused Fund19.76%22.37%30.28%
JM Large Mid Cap Fund0%0%0%
Axis Quant Fund0.52%18.06%0%
Tata Value Fund-7.24%23.76%23.26%
LIC MF Infrastructure Fund-11.26%33.72%34.32%
Kotak Infrastructure Economic Reform Fund13.15%28.79%39.98%
Baroda BNP Paribas Multi Cap Fund10.57%22.34%26.97%
Invesco India Midcap Fund11.72%29.22%28.58%
Invesco India Focused Fund10.47%26.12%24.85%
Mahindra Manulife Large Mid Cap Fund23.01%20.22%28.64%
Motilal Oswal Active Momentum Fund0%0%0%
Franklin India Technology Fund17.91%29.18%19.82%
Tata Large Cap Fund11.82%15.9%22.35%
HSBC Large Cap Fund10.76%16.06%17.93%
HDFC Long Term Advantage Fund12.87%10.37%13.78%
Edelweiss Business Cycle Fund-17.84%0%0%
LIC MF Healthcare Fund33.85%0%0%
ICICI Prudential Midcap Fund12.24%23.8%28.46%
Baroda BNP Paribas ELSS Tax Saver Fund14.97%20.95%0%
Taurus Large Cap Fund4.79%13.72%16.79%
ICICI Prudential PSU Equity Fund18.5%35.96%0%
HDFC Dividend Yield Fund18.84%23.22%0%
Union Small Cap Fund7.68%23.47%34.21%
Navi Flexi Cap Fund11.82%15.22%21.7%
Aditya Birla Sun Life Pharma And Healthcare Fund20.41%26.63%15.28%
Kotak Healthcare Fund24.15%0%0%
Baroda BNP Paribas Business Cycle Fund8.84%19.64%0%
Nippon India Consumption Fund11.26%19.55%28.66%
Nippon India Focused Fund6.15%14.8%26.03%
Kotak Transportation Logistics Fund0%0%0%
UTI Small Cap Fund15.48%23.06%0%
Nippon India Taiwan Equity Fund-17.11%31.36%0%
Bajaj Finserv ELSS Tax Saver Fund0%0%0%
Bandhan Value Fund15.73%22.45%34.97%
Kotak Contra Fund16.1%24.47%25.62%
Helios Small Cap Fund0%0%0%
Groww Multicap Fund0%0%0%
Union Flexi Cap Fund10.35%17.67%22.76%
HSBC Value Fund34.11%27.82%0%
Canara Robeco ELSS Tax Saver Fund11.14%16.4%22.71%
LIC MF Mid Cap Fund35.72%0%0%
Samco Special Opportunities Fund-23.02%0%0%
Invesco India Esg Integration Strategy Fund2.29%16.57%0%
Quant Commodities Fund4.94%0%0%
UTI Large Cap Fund1.76%12.84%18.42%
Mirae Asset Large Cap Fund-1.34%12.87%18.58%
Axis Small Cap Fund-5.63%23.65%32.81%
LIC MF Manufacturing Fund-6.73%0%0%
Edelweiss Consumption Fund0%0%0%
DSP Value Fund8.5%21.41%20.06%
Tata Mid Cap Fund13.01%26.7%27.05%
Quant Healthcare Fund26.72%0%0%
ICICI Prudential Technology Fund15.66%14.8%26.68%
HDFC Large And Mid Cap Fund9.53%23.37%29.16%
Old Bridge Focused Fund6.76%0%0%
Helios Large Mid Cap Fund1.81%0%0%
NJ ELSS Tax Saver Scheme Fund17.0%0%0%
Franklin India Multi Cap Fund-4.45%0%0%
Aditya Birla Sun Life Manufacturing Equity Fund4.1%21.57%18.94%
ICICI Prudential ELSS Tax Saver Fund9.53%16.78%22.46%
JM Focused Fund8.98%22.43%19.07%
UTI ELSS Tax Saver Fund10.04%15.01%19.57%
SBI PSU Fund6.33%34.15%36.35%
Bajaj Finserv Flexi Cap Fund27.2%0%0%
ICICI Prudential Mnc Fund12.43%17.31%25.03%
Whiteoak Capital ELSS Tax Saver Fund32.85%23.31%0%
Union Midcap Fund-2.09%23.25%30.12%
ITI Multi Cap Fund-8.85%24.39%20.97%
Quant Bfsi Fund10.63%0%0%
SBI Comma Fund5.97%17.01%24.54%
Bajaj Finserv Multi Cap Fund0%0%0%
ITI Mid Cap Fund11.82%29.08%0%
Baroda BNP Paribas Dividend Yield Fund-4.63%0%0%
Union Business Cycle Fund-4.18%0%0%
DSP Natural Resources And New Energy Fund5.54%23.43%30.07%
Tata India Consumer Fund20.69%22.68%22.49%
Union Innovation Opportunities Fund31.92%0%0%
Bank India Manufacturing Infrastructure Fund13.52%30.72%33.54%
JM ELSS Tax Saver Fund15.63%23.35%23.24%
Edelweiss Recently Listed Ipo Fund4.35%21.51%0%
SBI Mnc Fund9.8%11.04%19.07%
Kotak ELSS Tax Saver Fund12.15%18.56%24.06%
Baroda BNP Paribas Value Fund13.57%0%0%
Aditya Birla Sun Life Commodity Equities Global Agri Fund6.56%34.0%7.08%
Bank India Multi Cap Fund32.45%0%0%
Samco Large Cap Fund0%0%0%
Union Focused Fund11.84%13.21%20.27%
Sundaram Mid Cap Fund11.5%27.45%28.1%
Mahindra Manulife Consumption Fund8.49%19.71%22.05%
DSP Small Cap Fund14.9%26.46%32.25%
Parag Parikh ELSS Tax Saver Fund7.46%19.67%25.09%
Mahindra Manulife Manufacturing Fund-11.09%0%0%
Bajaj Finserv Healthcare Fund0%0%0%
Groww Banking Financial Services Fund5.86%0%0%
Whiteoak Capital Quality Equity Fund0%0%0%
DSP Healthcare Fund20.88%26.6%17.35%
Mirae Asset Midcap Fund11.26%22.86%30.54%
ICICI Prudential Large Cap Erstwhile Bluechip Fund8.16%19.19%22.98%
ICICI Prudential Exports Services Fund1.22%21.06%26.36%
HSBC Focused Fund18.18%18.63%21.61%
Canara Robeco Small Cap Fund16.71%21.18%39.21%
Aditya Birla Sun Life Multi Cap Fund10.48%19.99%0%
UTI Transportation And Logistics Fund11.88%27.79%25.75%
Axis Focused Fund11.54%11.62%11.7%
Franklin India Opportunities Fund10.24%35.72%26.58%
ICICI Prudential Banking And Financial Services Fund11.78%14.25%20.37%
Invesco India Large Mid Cap Fund13.34%25.5%23.4%
Mirae Asset Banking And Financial Services Fund10.74%16.8%0%
Quant Flexi Cap Fund9.66%19.93%36.55%
Bandhan Innovation Fund6.75%0%0%
DSP Midcap Fund-0.42%23.43%18.58%
HSBC Multi Cap Fund41.53%0%0%
JM Large Cap Fund7.66%19.03%18.5%
Baroda BNP Paribas Small Cap Fund8.41%0%0%
Edelweiss Technology Fund3.1%0%0%
Groww ELSS Tax Saver Fund-6.93%16.49%18.5%
NJ Flexi Cap Fund10.73%0%0%
Taurus Infrastructure Fund9.35%23.14%27.05%
Canara Robeco Mid Cap Fund35.61%25.49%0%
DSP India Tiger Fund-13.39%33.36%38.88%
Kotak Manufacture In India Fund22.07%24.8%0%
Sundaram Small Cap Fund4.22%26.61%33.98%
Canara Robeco Large Cap Fund13.98%16.68%19.34%
DSP Business Cycle Fund0%0%0%
DSP Focused Fund-1.16%21.13%17.93%
SBI Technology Opportunities Fund12.54%16.6%27.43%
Quant ELSS Tax Saver Fund10.17%16.84%37.93%
ICICI Prudential Quality Fund0%0%0%
Franklin Build India Fund14.36%33.28%36.84%
Whiteoak Capital Large Mid Cap Fund8.39%0%0%
ICICI Prudential Rural Opportunities Fund0%0%0%
Bank India Large Cap Fund-6.47%17.51%0%
Mahindra Manulife Flexi Cap Fund2.73%20.56%0%
Tata Banking And Financial Services Fund16.73%16.98%18.22%
SBI Multicap Fund4.34%19.02%0%
HDFC Banking Financial Services Fund9.01%16.48%0%
Baroda BNP Paribas Banking And Financial Services Fund8.62%15.37%15.63%
HSBC Midcap Fund39.77%28.5%0%
Baroda BNP Paribas India Consumption Fund8.74%20.59%0%
Aditya Birla Sun Life Focused Fund11.47%16.66%19.75%
SBI Energy Opportunities Fund-8.95%0%0%
Quantum Small Cap Fund15.31%0%0%
Nippon India Us Equity Opportunities Fund6.18%23.8%11.59%
Nippon India Power Infra Fund1.8%34.85%37.14%
ICICI Prudential Dividend Yield Equity Fund4.08%27.42%34.67%
Bandhan Multi Factor Fund0%0%0%
Mahindra Manulife Large Cap Fund7.96%15.55%21.53%
ICICI Prudential Innovation Fund34.99%0%0%
Canara Robeco Multi Cap Fund26.96%0%0%
Kotak Consumption Fund29.17%0%0%
LIC MF Banking And Financial Services Fund5.57%12.12%16.18%
HSBC Infrastructure Fund44.7%32.76%0%
Canara Robeco Large And Mid Cap Fund6.07%18.33%22.41%
SBI Small Cap Fund22.49%18.51%29.91%
Nippon India Vision Large Mid Cap Fund5.57%23.54%24.72%
Axis India Manufacturing Fund1.01%0%0%
Shriram Flexi Cap Fund-2.97%15.19%17.54%
Franklin India Large Mid Cap Fund11.13%18.35%22.3%
Aditya Birla Sun Life ELSS Tax Saver Fund9.82%14.45%12.98%
Bandhan Transportation And Logistics Fund33.09%29.05%0%
Helios Flexi Cap Fund12.65%0%0%
SBI ELSS Tax Saver Fund10.21%28.35%26.94%
SBI Equity Minimum Variance Fund9.78%15.8%19.18%
Motilal Oswal Manufacturing Fund1.7%0%0%
Sundaram Multi Factor Fund0%0%0%
Tata ELSS Fund11.5%16.44%22.31%
SBI Innovative Opportunities Fund-10.43%0%0%
Nippon India Flexi Cap Fund13.46%19.81%0%
HDFC Innovation Fund0%0%0%
Nippon India Quant Fund-0.58%22.53%24.77%
Trustmf Flexi Cap Fund1.09%0%0%
JM Small Cap Fund-10.71%0%0%
SBI Contra Fund9.72%24.9%36.08%
Kotak Mnc Fund-2.59%0%0%
Bandhan Large Mid Cap Fund13.05%26.62%26.65%
ITI Pharma And Healthcare Fund10.45%25.13%0%
Parag Parikh Flexi Cap Fund12.9%25.25%25.04%
Quant Momentum Fund-3.5%0%0%
Bank India Flexi Cap Fund18.59%25.95%29.05%
Baroda BNP Paribas Innovation Fund-1.36%0%0%
Kotak Flexicap Fund12.95%17.66%19.75%
Quantum Esg Best In Class Strategy Fund16.34%15.78%18.03%
Invesco India Largecap Fund10.78%19.02%21.1%
Canara Robeco Focused Fund19.07%18.52%0%
SBI Flexicap Fund9.37%15.2%19.92%
Aditya Birla Sun Life International Equity B Fund8.3%28.12%6.0%
UTI Innovation Fund15.02%0%0%
Aditya Birla Sun Life Business Cycle Fund6.38%14.26%0%
Axis Momentum Fund0%0%0%
Baroda BNP Paribas Energy Opportunities Fund0%0%0%
Mirae Asset Great Consumer Fund13.5%21.31%25.55%
Axis Innovation Fund4.49%19.46%0%
Kotak Pioneer Fund12.47%27.06%24.57%
JM Midcap Fund46.49%33.62%0%
Whiteoak Capital Special Opportunities Fund8.08%0%0%
Samco Flexi Cap Fund5.87%8.33%0%
Union ELSS Tax Saver Fund10.92%17.03%23.09%
SBI Midcap Fund11.24%22.39%31.49%
HDFC Housing Opportunities Fund12.87%22.45%23.14%
Aditya Birla Sun Life Esg Integration Strategy Fund5.12%15.52%0%
Motilal Oswal Large Cap Fund17.63%0%0%
Axis Consumption Fund-4.99%0%0%
Nippon India Banking Financial Services Fund8.31%17.53%26.2%
Quant Focused Fund6.87%18.29%27.91%
SBI Esg Exclusionary Strategy Fund9.5%14.79%19.08%
ICICI Prudential Energy Opportunities Fund-5.88%0%0%
Baroda BNP Paribas Manufacturing Fund-10.02%0%0%
Quant Quantamental Fund23.78%26.38%0%
Mirae Asset Healthcare Fund9.85%25.27%18.07%
Whiteoak Capital Large Cap Fund27.66%17.66%0%
Nippon India Innovation Fund20.06%0%0%
ICICI Prudential Bharat Consumption Fund15.04%21.57%23.12%
Whiteoak Capital Multi Cap Fund25.46%0%0%
Jioblackrock Flexi Cap Fund0%0%0%
Bandhan Multi Cap Fund19.48%21.37%0%
Quant Business Cycle Fund22.68%0%0%
Nippon India Mid Cap Fund4.6%29.4%32.36%
Tata Dividend Yield Fund12.31%21.61%0%
Bandhan Focused Fund12.1%21.14%17.38%
Kotak Technology Fund6.02%0%0%
Kotak Special Opportunities Fund-10.94%0%0%
Quant Large Mid Cap Fund12.31%20.77%29.85%
The Wealth Company Ethical Fund0%0%0%
Tata Small Cap Fund-15.78%25.49%39.73%
ICICI Prudential Equity Minimum Variance Fund5.71%0%0%
PGIM India Large And Midcap Fund6.03%0%0%
ICICI Prudential Quant Fund13.55%18.73%0%
ICICI Prudential Flexicap Fund15.39%21.02%0%
UTI Infrastructure Fund7.48%23.31%28.96%
Tata Large Mid Cap Fund0.5%15.76%22.38%
DSP Large Cap Fund8.3%19.73%17.87%
UTI Flexi Cap Fund-3.4%11.38%15.56%
PGIM India Multi Cap Fund-3.54%0%0%
Sundaram Infrastructure Advantage Fund13.59%26.18%32.51%
Bajaj Finserv Banking And Financial Services Fund0%0%0%
HSBC Business Cycles Fund37.37%25.35%0%
LIC MF Value Fund24.59%0%0%
LIC MF Flexi Cap Fund9.81%17.63%16.16%
Shriram ELSS Tax Saver Fund5.19%14.7%16.46%
Tata India Pharma Healthcare Fund4.75%27.4%17.22%
LIC MF Small Cap Fund35.78%0%0%
ICICI Prudential Housing Opportunities Fund8.14%20.94%0%
Quant Large Cap Fund-0.22%17.67%0%
Aditya Birla Sun Life Midcap Fund-4.19%24.17%27.88%
Bandhan Midcap Fund30.42%26.76%0%
Invesco India Technology Fund-8.6%0%0%
Kotak Small Cap Fund7.48%22.87%35.16%
PGIM India ELSS Tax Saver Fund11.5%14.42%24.17%
LIC MF Consumption Fund0%0%0%
Tata Housing Opportunities Fund6.18%21.85%0%
PGIM India Midcap Fund10.0%14.79%31.11%
HSBC Large Mid Cap Fund13.82%23.97%23.58%
Sundaram Large Cap Fund14.36%13.38%20.06%
Canara Robeco Value Fund12.39%21.31%0%
Axis Business Cycles Fund30.97%0%0%
SBI Dividend Yield Fund27.1%0%0%
HDFC Small Cap Fund10.72%28.24%38.26%
Bank India Small Cap Fund17.81%26.66%37.44%
Whiteoak Capital Banking Financial Services Fund15.26%0%0%
ICICI Prudential Business Cycle Fund17.92%24.46%0%
Edelweiss ELSS Tax Saver Fund12.11%18.67%21.99%
ITI Large Midcap Fund-8.67%0%0%
Kotak Quant Fund11.87%0%0%
Whiteoak Capital Mid Cap Fund9.01%29.08%0%
Whiteoak Capital Pharma And Heathcare Fund33.0%0%0%
Mirae Asset Small Cap Fund0%0%0%
UTI Focused Fund2.8%18.55%0%
HDFC Pharma And Healthcare Fund44.24%0%0%
Kotak Midcap Fund11.97%24.94%30.17%
Quant Teck Fund12.07%0%0%
SBI Healthcare Opportunities Fund7.98%29.59%18.18%
Axis Large Cap Fund12.82%12.26%14.06%
ITI Flexi Cap Fund38.37%0%0%
JM Flexicap Fund14.16%28.5%27.52%
LIC MF Multi Cap Fund37.69%24.37%0%
ITI Large Cap Fund11.46%16.38%0%
Motilal Oswal Midcap Fund15.93%31.64%37.97%
Quantum ELSS Tax Saver Fund-3.76%19.55%20.44%
Taurus Ethical Fund10.78%17.49%19.68%
Axis ELSS Tax Saver Fund9.47%15.48%13.7%
Quantum Value Fund10.46%19.54%20.4%
HSBC Financial Services Fund0%0%0%
ICICI Prudential Us Bluechip Equity Fund13.45%18.61%13.57%
ICICI Prudential Multicap Fund10.72%23.88%26.79%
ICICI Prudential Focused Equity Fund10.36%23.8%27.28%
Edelweiss Large Mid Cap Fund-6.21%20.58%25.23%
HDFC Large Cap Fund11.98%18.1%23.82%
Groww Largecap Fund11.49%14.57%16.08%
HDFC Business Cycle Fund20.81%18.41%0%
Union Large Midcap Fund14.5%18.1%22.34%
SBI Automotive Opportunities Fund-14.12%0%0%
SBI Banking Financial Services Fund11.99%17.69%17.54%
Sundaram Focused Fund5.85%15.52%0%
Franklin India Focused Equity Fund13.25%17.18%27.28%
360 One ELSS Tax Saver Nifty 50 Index Fund17.59%0%0%
Invesco India Multicap Fund4.98%22.33%25.44%
Motilal Oswal Multi Cap Fund15.31%0%0%
Baroda BNP Paribas Health And Wellness Fund0%0%0%
Kotak Large Midcap Fund14.14%22.14%24.05%
Tata Quant Fund23.79%14.89%24.22%
LIC MF Dividend Yield Fund30.15%0%0%
Quant Mid Cap Fund-4.47%23.04%38.36%
Aditya Birla Sun Life PSU Equity Fund30.36%34.98%39.0%
UTI Large Mid Cap Fund3.83%24.77%28.3%
Quant Manufacturing Fund13.23%0%0%
Motilal Oswal Small Cap Fund22.28%0%0%
Bank India Consumption Fund0%0%0%
Edelweiss Focused Fund9.3%20.71%0%
HSBC Consumption Fund25.3%0%0%
Franklin India Dividend Yield Fund10.06%22.74%30.1%
ITI Banking And Financial Services Fund14.3%12.05%0%
HSBC Small Cap Fund35.53%27.83%0%
Aditya Birla Sun Life Quant Fund-11.66%0%0%
Franklin India Flexi Cap Fund8.36%20.31%26.55%
Mirae Asset Flexi Cap Fund24.64%0%0%
Franklin Asian Equity Fund13.44%6.68%-2.43%
ICICI Prudential Transportation And Logistics Fund40.46%32.17%0%
Sundaram Financial Services Opportunities Fund12.09%20.25%20.87%
Mahindra Manulife Value Fund0%0%0%
ICICI Prudential Active Momentum Fund0%0%0%
Invesco India Contra Fund12.78%21.81%23.44%
ICICI Prudential Infrastructure Fund16.0%32.72%43.77%
Baroda BNP Paribas Mid Cap Fund11.65%24.71%0%
Sundaram ELSS Tax Saver Fund16.54%15.81%0%
Bandhan Small Cap Fund31.61%38.3%34.24%
Whiteoak Capital Esg Best In Class Strategy Fund3.36%0%0%
Kotak Rural Opportunities Fund0%0%0%
ITI ELSS Tax Saver Fund20.97%24.8%20.35%
Axis Multicap Fund24.79%26.34%0%
Invesco India Business Cycle Fund0%0%0%
Invesco India Consumption Fund0%0%0%
Bajaj Finserv Large Cap Fund-5.84%0%0%
SBI Large Cap Fund11.93%15.16%19.62%
JM Value Fund14.04%30.92%28.09%
360 One Focused Fund13.06%19.31%22.72%
Taurus Flexi Cap Fund7.95%15.81%18.28%
LIC MF Large Mid Cap Fund10.08%19.37%22.2%
Motilal Oswal Large And Midcap Fund22.27%30.16%29.57%
Kotak Active Momentum Fund0%0%0%
Taurus ELSS Tax Saver Fund11.59%20.35%19.54%
UTI Mid Cap Fund9.71%20.38%25.77%
DSP ELSS Tax Saver Fund10.71%21.69%25.71%
Edelweiss Multi Cap Fund21.77%0%0%
Quant Infrastructure Fund-9.72%21.68%47.12%
Invesco India Financial Services Fund13.41%20.73%18.97%
Aditya Birla Sun Life Infrastructure Fund8.5%30.36%34.99%
Canara Robeco Flexicap Fund12.02%16.56%20.41%
Edelweiss Mid Cap Fund7.17%28.99%32.39%
Baroda BNP Paribas Large And Mid Cap Fund24.09%21.86%25.71%
HDFC Non Cyclical Consumer Fund25.24%0%0%
HDFC Infrastructure Fund10.18%34.46%40.77%
Unifi Flexi Cap Fund0%0%0%
Bajaj Finserv Consumption Fund-9.95%0%0%
Kotak Focused Fund0.34%16.93%22.23%
Sundaram Value Fund-0.49%13.92%20.83%
HDFC ELSS Tax Saver Fund11.33%22.79%28.0%
Edelweiss Large Cap Fund12.97%17.84%20.14%
Bank India Large Mid Cap Fund-7.22%19.0%22.44%
Invesco India Infrastructure Fund10.76%33.81%36.46%
Franklin India Large Cap Fund7.55%15.13%19.66%
HDFC Technology Fund29.72%0%0%
Aditya Birla Sun Life Dividend Yield Fund6.24%24.18%25.75%
Mahindra Manulife Multi Cap Fund-1.9%23.59%31.49%
Motilal Oswal Infrastructure Fund0%0%0%
SBI Consumption Opportunities Fund14.11%19.92%31.15%
Motilal Oswal ELSS Tax Saver Fund2.7%28.66%26.25%
Axis Flexi Cap Fund0.65%15.19%16.54%
Nippon India Active Momentum Fund0%0%0%
Kotak Energy Opportunities Fund0%0%0%
Kotak Large Cap Fund10.61%16.7%20.38%
Quant Esg Integration Strategy Fund22.38%18.6%40.44%
UTI Dividend Yield Fund9.0%24.33%23.81%
SBI Large Midcap Fund7.81%18.25%26.56%
Capitalmind Flexi Cap Fund0%0%0%
Canara Robeco Consumer Trends Fund-0.98%18.87%24.08%
Baroda BNP Paribas Business Conglomerates Fund0%0%0%
Invesco India Manufacturing Fund-6.28%0%0%
Kotak Esg Exclusionary Strategy Fund11.27%15.05%0%
Canara Robeco Manufacturing Fund-6.73%0%0%
Data as of 14-Dec-2025

Note:N.A. in returns indicate that the fund does not have sufficient history.

Tables have been updated on 14-Dec-2025

How are Equity: All funds taxed on selling?

Equity Funds
Tax for FY2025-26
STCG Rate LTCG Eligibility LTCG Rate
Bought Anytime 20% After 1Y 12.5% (above 1.25L)
w 31Jan18 exemption

This logic is applicable to most funds in this category. Please visit the individual category pages to see taxation specific to them.

Note:

  • Dividends from mutual funds (called IDCW or Income Distribution cum Capital Withdrawal funds), are added to the income of the investor and taxed at their highest applicable (slab) rate.
  • Cess and surcharge (if applicable) is to be applied to taxes from mutual funds from selling and dividends.
  • Switches, SWP and selling any lump sum amount are taxable as per the table above.

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Disclaimer: Mutual fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

Note: NAVs and returns updated on 14-Dec-2025.