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: Sectoral or Thematic funds
These are average returns over the indicated period.
Monthly trailing returns:
Returns
Oct-2025
Sep-2025
Aug-2025
Jul-2025
Value
3.63%
1.24%
-1.29%
-1.5%
Quarterly trailing returns:
Returns
2025Q3
2025Q2
2025Q1
2024Q4
Value
-1.54%
11.15%
-7.05%
-5.79%
Yearly trailing returns:
Returns
2024
2023
2022
2021
Value
22.88%
34.0%
4.54%
35.08%
Fundwise SIP and SWP returns
Rolling SIP returns
Fund
Any 1Y SIP
Any 3Y SIP
Any 5Y SIP
Canara Robeco Infrastructure Fund
17.73%
20.91%
19.16%
Canara Robeco Consumer Trends Fund
19.23%
19.08%
19.36%
Bandhan Infrastructure Fund
16.25%
24.11%
18.35%
Franklin India Technology Fund
12.96%
16.11%
17.85%
Franklin India Opportunities Fund
16.86%
17.95%
16.61%
Franklin Build India Fund
20.6%
23.94%
19.56%
Franklin Asian Equity Fund
9.58%
8.11%
7.03%
Nippon India Banking Financial Services Bonus Fund
19.3%
19.92%
15.46%
Nippon India Banking Financial Services Fund
19.3%
19.92%
15.46%
Nippon India Consumption Bonus Fund
14.89%
17.26%
18.71%
Nippon India Consumption Fund
14.9%
17.28%
18.72%
Nippon India Pharma Bonus Fund
13.68%
16.94%
18.54%
Nippon India Pharma Fund
13.68%
16.94%
18.54%
Nippon India Power Infra Bonus Fund
17.4%
22.13%
17.89%
Nippon India Power Infra Fund
17.34%
22.13%
17.88%
Nippon India Quant Fund
13.49%
15.07%
15.67%
Nippon India Quant Bonus Fund
13.5%
15.1%
15.74%
Mirae Asset Great Consumer Fund
19.08%
19.28%
19.85%
Taurus Banking Financial Services Fund
17.14%
16.18%
15.09%
Taurus Ethical Fund
14.08%
13.52%
15.32%
Taurus Infrastructure Fund
15.15%
17.8%
16.79%
HDFC Infrastructure Fund
15.99%
16.99%
11.9%
DSP Natural Resources And New Energy Fund
17.95%
22.36%
19.83%
Tata Ethical Fund
14.28%
13.9%
15.84%
Tata Infrastructure Fund
17.9%
18.43%
19.08%
DSP India Tiger Fund
19.11%
19.99%
18.83%
Baroda BNP Paribas Banking And Financial Services Fund
17.51%
15.38%
13.24%
Bank Of India Manufacturing Infrastructure Fund
19.25%
22.53%
21.28%
Aditya Birla Sun Life Infrastructure Fund
16.19%
20.0%
17.15%
Aditya Birla Sun Life International Equity Fund
10.33%
9.9%
9.83%
Aditya Birla Sun Life International Equity B Fund
10.17%
11.5%
10.44%
Aditya Birla Sun Life Commodity Equities Global Agri Fund
6.97%
5.74%
6.65%
Aditya Birla Sun Life Consumption Fund
18.14%
18.59%
17.91%
Sundaram Consumption Fund
18.88%
18.44%
14.34%
Sundaram Financial Services Opportunities Fund
20.26%
17.87%
16.25%
Aditya Birla Sun Life Mnc Fund
12.75%
12.95%
10.98%
SBI Infrastructure Fund
17.0%
18.76%
18.46%
SBI Comma Fund
14.73%
17.77%
17.32%
SBI Esg Exclusionary Strategy Fund
14.51%
13.81%
14.6%
SBI Mnc Fund
13.27%
13.76%
14.72%
SBI PSU Fund
15.21%
15.55%
9.43%
SBI Healthcare Opportunities Fund
12.13%
17.46%
17.29%
ICICI Prudential Us Bluechip Equity Fund
15.32%
14.66%
15.36%
ICICI Prudential Banking And Financial Services Fund
18.66%
17.53%
15.86%
LIC MF Infrastructure Fund
16.36%
16.47%
16.85%
Invesco India Financial Services Fund
21.08%
18.64%
16.86%
Invesco India PSU Equity Fund
19.35%
20.89%
15.4%
Invesco India Infrastructure Fund
16.7%
20.41%
21.01%
Aditya Birla Sun Life Digital India Fund
13.94%
17.68%
22.7%
SBI Consumption Opportunities Fund
18.13%
19.03%
19.29%
SBI Technology Opportunities Fund
13.79%
17.31%
21.51%
ICICI Prudential FMCG Fund
15.01%
14.73%
14.02%
ICICI Prudential Technology Fund
13.06%
17.04%
22.78%
ICICI Prudential Infrastructure Fund
20.04%
18.8%
19.29%
UTI Mnc Fund
14.12%
13.65%
12.63%
ICICI Prudential Exports Services Fund
15.39%
18.6%
16.77%
UTI Infrastructure Fund
15.5%
16.57%
14.82%
UTI Transportation And Logistics Fund
21.21%
20.07%
14.72%
UTI Banking And Financial Services Fund
16.94%
16.71%
12.59%
UTI India Consumer Fund
13.77%
13.01%
13.47%
UTI Healthcare Fund
10.36%
14.22%
16.35%
Quant Infrastructure Fund
17.52%
29.33%
32.13%
Aditya Birla Sun Life Banking And Financial Services Fund
18.22%
18.14%
15.17%
Sundaram Infrastructure Advantage Fund
12.55%
20.15%
17.3%
Nippon India Japan Equity Fund
10.43%
9.21%
8.54%
Nippon India Japan Equity Bonus Fund
10.43%
9.21%
8.54%
Aditya Birla Sun Life Manufacturing Equity Fund
12.22%
15.34%
15.02%
Kotak Infrastructure Economic Reform Fund
20.37%
22.76%
22.56%
SBI Banking Financial Services Fund
20.75%
18.75%
16.9%
LIC MF Banking And Financial Services Fund
16.18%
12.84%
12.83%
Nippon India Us Equity Opportunities Fund
18.73%
18.1%
15.59%
Tata Banking And Financial Services Fund
20.77%
17.72%
17.43%
Tata Digital India Fund
16.39%
21.89%
26.53%
Tata India Consumer Fund
19.41%
18.65%
18.78%
Tata India Pharma Healthcare Fund
8.11%
22.71%
21.52%
Tata Resources Energy Fund
16.61%
19.45%
22.48%
HDFC Housing Opportunities Fund
19.58%
16.82%
18.79%
Edelweiss Recently Listed Ipo Fund
13.68%
18.29%
0%
Mirae Asset Healthcare Fund
25.55%
23.23%
23.02%
Sundaram Services Fund
21.89%
22.56%
23.7%
Mahindra Manulife Consumption Fund
17.64%
19.29%
20.49%
DSP Healthcare Fund
32.21%
22.99%
26.46%
SBI Equity Minimum Variance Fund
18.13%
17.25%
16.78%
ICICI Prudential Bharat Consumption Fund
19.41%
21.04%
21.19%
DSP Quant Fund
15.22%
11.8%
12.08%
ICICI Prudential Mnc Fund
23.15%
19.72%
17.58%
Quantum Esg Best In Class Strategy Fund
18.13%
15.55%
15.74%
Aditya Birla Sun Life Pharma And Healthcare Fund
27.27%
21.49%
19.94%
ICICI Prudential Commodities Fund
25.89%
27.3%
24.78%
Kotak Pioneer Fund
28.18%
21.89%
22.27%
Aditya Birla Sun Life PSU Equity Fund
32.09%
31.43%
30.13%
Tata Quant Fund
21.47%
16.32%
13.09%
Axis Esg Integration Strategy Fund
15.12%
13.92%
12.76%
ICICI Prudential Esg Exclusionary Strategy Fund
12.68%
22.08%
18.0%
Aditya Birla Sun Life Special Opportunities Fund
14.59%
21.03%
19.45%
Quant Esg Integration Strategy Fund
22.48%
26.28%
19.41%
ICICI Prudential Quant Fund
11.97%
19.61%
0%
Kotak Esg Exclusionary Strategy Fund
11.53%
16.55%
0%
Mirae Asset Banking And Financial Services Fund
18.88%
19.68%
0%
Axis Innovation Fund
12.08%
18.91%
0%
Aditya Birla Sun Life Esg Integration Strategy Fund
9.98%
16.25%
0%
ICICI Prudential Business Cycle Fund
17.41%
26.14%
0%
Invesco India Esg Integration Strategy Fund
7.43%
17.47%
0%
Quant Quantamental Fund
24.74%
21.98%
0%
HDFC Banking Financial Services Fund
19.97%
19.29%
0%
Axis Quant Fund
11.17%
13.97%
0%
Tata Business Cycle Fund
20.82%
20.22%
0%
Baroda BNP Paribas Business Cycle Fund
14.85%
17.67%
0%
ITI Pharma And Healthcare Fund
22.66%
24.53%
0%
Aditya Birla Sun Life Business Cycle Fund
14.66%
15.03%
0%
360 One Quant Fund
20.15%
24.58%
0%
ITI Banking And Financial Services Fund
17.63%
15.53%
0%
Nippon India Taiwan Equity Fund
28.11%
24.15%
0%
Kotak Manufacture In India Fund
22.67%
20.74%
0%
Baroda BNP Paribas India Consumption Fund
23.24%
17.22%
0%
ICICI Prudential Housing Opportunities Fund
20.72%
18.22%
0%
Tata Housing Opportunities Fund
22.62%
12.54%
0%
ICICI Prudential PSU Equity Fund
31.35%
23.89%
0%
Kotak Business Cycle Fund
23.94%
19.81%
0%
ICICI Prudential Transportation And Logistics Fund
32.42%
27.37%
0%
Bandhan Transportation And Logistics Fund
32.38%
25.0%
0%
HDFC Business Cycle Fund
16.04%
0%
0%
HSBC Infrastructure Fund
27.86%
0%
0%
HSBC Business Cycles Fund
34.01%
0%
0%
Axis Business Cycles Fund
13.51%
0%
0%
Kotak Banking Financial Services Fund
18.97%
0%
0%
HDFC Mnc Fund
8.59%
0%
0%
ICICI Prudential Innovation Fund
16.5%
0%
0%
HDFC Defence Fund
31.99%
0%
0%
Samco Active Momentum Fund
2.15%
0%
0%
Quant Business Cycle Fund
-1.23%
0%
0%
Quant Bfsi Fund
18.43%
0%
0%
HDFC Non Cyclical Consumer Fund
9.76%
0%
0%
Bandhan Financial Services Fund
17.51%
0%
0%
Quant Healthcare Fund
5.46%
0%
0%
Kotak Quant Fund
2.83%
0%
0%
HDFC Transportation And Logistics Fund
18.1%
0%
0%
Union Innovation Opportunities Fund
12.03%
0%
0%
Quant Manufacturing Fund
-2.23%
0%
0%
LIC MF Healthcare Fund
9.79%
0%
0%
HSBC Consumption Fund
11.23%
0%
0%
Nippon India Innovation Fund
11.86%
0%
0%
Mahindra Manulife Business Cycle Fund
5.87%
0%
0%
HDFC Technology Fund
4.73%
0%
0%
Quant Teck Fund
-3.61%
0%
0%
HDFC Pharma And Healthcare Fund
17.21%
0%
0%
UTI Innovation Fund
2.39%
0%
0%
Aditya Birla Sun Life Transportation And Logistics Fund
3.71%
0%
0%
Kotak Consumption Fund
9.33%
0%
0%
Quant Momentum Fund
-1.13%
0%
0%
Axis India Manufacturing Fund
4.94%
0%
0%
DSP Banking Financial Services Fund
18.88%
0%
0%
Kotak Healthcare Fund
6.82%
0%
0%
Groww Banking Financial Services Fund
14.13%
0%
0%
Quant Commodities Fund
-3.11%
0%
0%
Whiteoak Capital Banking Financial Services Fund
18.86%
0%
0%
Quant Consumption Fund
-6.97%
0%
0%
Whiteoak Capital Pharma And Heathcare Fund
15.75%
0%
0%
Union Business Cycle Fund
4.29%
0%
0%
Quant PSU Fund
-6.69%
0%
0%
SBI Energy Opportunities Fund
2.16%
0%
0%
Edelweiss Technology Fund
5.42%
0%
0%
Canara Robeco Manufacturing Fund
9.04%
0%
0%
Kotak Technology Fund
-3.51%
0%
0%
Baroda BNP Paribas Innovation Fund
5.95%
0%
0%
Samco Special Opportunities Fund
3.27%
0%
0%
HDFC Manufacturing Fund
11.38%
0%
0%
Bandhan Innovation Fund
15.39%
0%
0%
Whiteoak Capital Special Opportunities Fund
17.29%
0%
0%
SBI Automotive Opportunities Fund
14.58%
0%
0%
Mahindra Manulife Manufacturing Fund
11.16%
0%
0%
Sundaram Business Cycle Fund
11.35%
0%
0%
Helios Financial Services Fund
17.94%
0%
0%
Aditya Birla Sun Life Quant Fund
5.86%
0%
0%
Motilal Oswal Quant Fund
1.55%
0%
0%
Baroda BNP Paribas Manufacturing Fund
11.19%
0%
0%
Kotak Special Opportunities Fund
4.8%
0%
0%
Edelweiss Business Cycle Fund
1.91%
0%
0%
ICICI Prudential Energy Opportunities Fund
11.19%
0%
0%
Invesco India Manufacturing Fund
8.96%
0%
0%
Motilal Oswal Manufacturing Fund
18.35%
0%
0%
SBI Innovative Opportunities Fund
10.58%
0%
0%
Bank Of India Business Cycle Fund
5.0%
0%
0%
Motilal Oswal Business Cycle Fund
18.68%
0%
0%
Axis Consumption Fund
11.26%
0%
0%
HSBC India Export Opportunities Fund
10.11%
0%
0%
Invesco India Technology Fund
10.22%
0%
0%
Bandhan Business Cycle Fund
13.0%
0%
0%
Kotak Mnc Fund
18.59%
0%
0%
Whiteoak Capital Digital Bharat Fund
19.1%
0%
0%
LIC MF Manufacturing Fund
17.64%
0%
0%
Whiteoak Capital Esg Best In Class Strategy Fund
13.53%
0%
0%
Motilal Oswal Digital India Fund
17.43%
0%
0%
PGIM India Healthcare Fund
0%
0%
0%
Tata India Innovation Fund
0%
0%
0%
ICICI Prudential Equity Minimum Variance Fund
0%
0%
0%
Bajaj Finserv Consumption Fund
0%
0%
0%
Shriram Multi Sector Rotation Fund
0%
0%
0%
Axis Momentum Fund
0%
0%
0%
Quantum Ethical Fund
0%
0%
0%
Union Active Momentum Fund
0%
0%
0%
Kotak Transportation Logistics Fund
0%
0%
0%
DSP Business Cycle Fund
0%
0%
0%
Aditya Birla Sun Life Conglomerate Fund
0%
0%
0%
Bank Of India Consumption Fund
0%
0%
0%
SBI Quant Fund
0%
0%
0%
Bajaj Finserv Healthcare Fund
0%
0%
0%
ICICI Prudential Rural Opportunities Fund
0%
0%
0%
Whiteoak Capital Quality Equity Fund
0%
0%
0%
UTI Quant Fund
0%
0%
0%
Edelweiss Consumption Fund
0%
0%
0%
Baroda BNP Paribas Energy Opportunities Fund
0%
0%
0%
Motilal Oswal Innovation Opportunities Fund
0%
0%
0%
ITI Bharat Consumption Fund
0%
0%
0%
HSBC Financial Services Fund
0%
0%
0%
Nippon India Active Momentum Fund
0%
0%
0%
Invesco India Business Cycle Fund
0%
0%
0%
Motilal Oswal Active Momentum Fund
0%
0%
0%
Kotak Energy Opportunities Fund
0%
0%
0%
ICICI Prudential Quality Fund
0%
0%
0%
Motilal Oswal Infrastructure Fund
0%
0%
0%
Motilal Oswal Services Fund
0%
0%
0%
Baroda BNP Paribas Health And Wellness Fund
0%
0%
0%
HDFC Innovation Fund
0%
0%
0%
Axis Services Opportunities Fund
0%
0%
0%
Sundaram Multi Factor Fund
0%
0%
0%
Mahindra Manulife Banking Financial Services Fund
0%
0%
0%
ICICI Prudential Active Momentum Fund
0%
0%
0%
Nippon India Mnc Fund
0%
0%
0%
Bandhan Multi Factor Fund
0%
0%
0%
Motilal Oswal Special Opportunities Fund
0%
0%
0%
Kotak Active Momentum Fund
0%
0%
0%
Baroda BNP Paribas Business Conglomerates Fund
0%
0%
0%
ICICI Prudential Conglomerate Fund
0%
0%
0%
The Wealth Company Ethical Fund
0%
0%
0%
Invesco India Consumption Fund
0%
0%
0%
Motilal Oswal Consumption Fund
0%
0%
0%
SIP Calculator
Rolling SWP returns
Fund
Any 1Y SWP
Any 3Y SWP
Any 5Y SWP
Canara Robeco Infrastructure Fund
15.15%
15.87%
11.32%
Canara Robeco Consumer Trends Fund
15.07%
17.4%
17.65%
Bandhan Infrastructure Fund
17.49%
15.77%
11.24%
Franklin India Technology Fund
17.24%
15.85%
18.09%
Franklin India Opportunities Fund
14.43%
14.97%
12.99%
Franklin Build India Fund
18.46%
18.15%
13.08%
Franklin Asian Equity Fund
8.18%
7.3%
8.37%
Nippon India Banking Financial Services Bonus Fund
15.02%
14.82%
10.96%
Nippon India Banking Financial Services Fund
15.02%
14.82%
10.97%
Nippon India Consumption Bonus Fund
13.4%
14.88%
11.12%
Nippon India Consumption Fund
13.37%
14.9%
11.13%
Nippon India Pharma Bonus Fund
17.44%
14.76%
17.44%
Nippon India Pharma Fund
17.43%
14.76%
17.45%
Nippon India Power Infra Bonus Fund
15.69%
16.08%
10.98%
Nippon India Power Infra Fund
15.66%
16.06%
10.96%
Nippon India Quant Fund
12.37%
13.97%
12.08%
Nippon India Quant Bonus Fund
12.39%
13.99%
12.09%
Mirae Asset Great Consumer Fund
16.94%
17.6%
16.32%
Taurus Banking Financial Services Fund
12.45%
11.54%
11.68%
Taurus Ethical Fund
12.81%
14.11%
13.8%
Taurus Infrastructure Fund
12.89%
15.06%
12.28%
HDFC Infrastructure Fund
13.98%
7.58%
3.83%
DSP Natural Resources And New Energy Fund
14.53%
16.78%
16.57%
Tata Ethical Fund
12.85%
13.74%
13.14%
Tata Infrastructure Fund
14.38%
15.1%
12.05%
DSP India Tiger Fund
17.33%
14.15%
11.91%
Baroda BNP Paribas Banking And Financial Services Fund
12.56%
10.75%
10.27%
Bank Of India Manufacturing Infrastructure Fund
17.79%
17.82%
13.76%
Aditya Birla Sun Life Infrastructure Fund
16.69%
14.4%
10.19%
Aditya Birla Sun Life International Equity Fund
9.58%
10.08%
10.81%
Aditya Birla Sun Life International Equity B Fund
8.3%
10.0%
8.67%
Aditya Birla Sun Life Commodity Equities Global Agri Fund
6.56%
5.01%
4.79%
Aditya Birla Sun Life Consumption Fund
16.31%
16.86%
16.63%
Sundaram Consumption Fund
15.27%
16.63%
14.72%
Sundaram Financial Services Opportunities Fund
14.83%
13.52%
12.6%
Aditya Birla Sun Life Mnc Fund
10.51%
9.97%
9.9%
SBI Infrastructure Fund
15.86%
14.51%
11.58%
SBI Comma Fund
11.41%
15.01%
15.74%
SBI Esg Exclusionary Strategy Fund
13.15%
12.78%
13.06%
SBI Mnc Fund
11.69%
13.6%
13.66%
SBI PSU Fund
10.31%
7.06%
5.96%
SBI Healthcare Opportunities Fund
18.53%
14.5%
14.87%
ICICI Prudential Us Bluechip Equity Fund
14.29%
14.81%
16.2%
ICICI Prudential Banking And Financial Services Fund
15.14%
15.65%
13.99%
LIC MF Infrastructure Fund
14.58%
12.29%
10.97%
Invesco India Financial Services Fund
17.72%
15.13%
14.87%
Invesco India PSU Equity Fund
15.15%
15.38%
12.71%
Invesco India Infrastructure Fund
18.55%
18.21%
14.69%
Aditya Birla Sun Life Digital India Fund
16.58%
19.44%
21.16%
SBI Consumption Opportunities Fund
17.63%
17.34%
14.66%
SBI Technology Opportunities Fund
16.15%
18.93%
19.99%
ICICI Prudential FMCG Fund
14.47%
14.36%
13.08%
ICICI Prudential Technology Fund
16.36%
18.27%
21.54%
ICICI Prudential Infrastructure Fund
17.76%
13.3%
10.36%
UTI Mnc Fund
13.08%
12.83%
11.58%
ICICI Prudential Exports Services Fund
16.48%
14.28%
11.29%
UTI Infrastructure Fund
12.42%
11.55%
9.72%
UTI Transportation And Logistics Fund
16.12%
15.74%
8.09%
UTI Banking And Financial Services Fund
13.51%
11.72%
9.39%
UTI India Consumer Fund
12.41%
12.01%
11.34%
UTI Healthcare Fund
12.75%
11.45%
13.4%
Quant Infrastructure Fund
13.62%
17.97%
14.11%
Aditya Birla Sun Life Banking And Financial Services Fund
15.33%
14.36%
12.56%
Sundaram Infrastructure Advantage Fund
15.23%
12.5%
9.65%
Nippon India Japan Equity Fund
9.49%
7.7%
7.97%
Nippon India Japan Equity Bonus Fund
9.49%
7.7%
7.97%
Aditya Birla Sun Life Manufacturing Equity Fund
8.44%
12.37%
10.16%
Kotak Infrastructure Economic Reform Fund
17.68%
14.71%
10.48%
SBI Banking Financial Services Fund
15.73%
13.66%
14.41%
LIC MF Banking And Financial Services Fund
8.84%
8.44%
6.07%
Nippon India Us Equity Opportunities Fund
16.9%
16.72%
16.89%
Tata Banking And Financial Services Fund
17.83%
13.64%
13.67%
Tata Digital India Fund
15.85%
22.36%
25.75%
Tata India Consumer Fund
21.04%
17.82%
17.47%
Tata India Pharma Healthcare Fund
9.63%
13.61%
16.71%
Tata Resources Energy Fund
14.47%
17.66%
16.07%
HDFC Housing Opportunities Fund
17.29%
13.09%
9.86%
Edelweiss Recently Listed Ipo Fund
11.43%
8.11%
0%
Mirae Asset Healthcare Fund
27.18%
21.98%
27.45%
Sundaram Services Fund
20.0%
19.59%
21.55%
Mahindra Manulife Consumption Fund
12.07%
16.59%
15.12%
DSP Healthcare Fund
28.9%
27.32%
32.18%
SBI Equity Minimum Variance Fund
13.02%
16.9%
19.35%
ICICI Prudential Bharat Consumption Fund
19.7%
20.24%
19.43%
DSP Quant Fund
14.87%
14.33%
19.71%
ICICI Prudential Mnc Fund
19.3%
21.57%
28.28%
Quantum Esg Best In Class Strategy Fund
17.08%
16.94%
22.05%
Aditya Birla Sun Life Pharma And Healthcare Fund
26.69%
16.3%
25.28%
ICICI Prudential Commodities Fund
23.75%
32.55%
54.22%
Kotak Pioneer Fund
25.96%
22.85%
30.54%
Aditya Birla Sun Life PSU Equity Fund
29.81%
34.57%
39.44%
Tata Quant Fund
21.61%
11.44%
5.43%
Axis Esg Integration Strategy Fund
20.42%
12.25%
21.83%
ICICI Prudential Esg Exclusionary Strategy Fund
21.06%
14.35%
20.82%
Aditya Birla Sun Life Special Opportunities Fund
18.99%
17.2%
26.25%
Quant Esg Integration Strategy Fund
26.06%
24.92%
45.86%
ICICI Prudential Quant Fund
17.44%
16.13%
0%
Kotak Esg Exclusionary Strategy Fund
14.43%
11.65%
0%
Mirae Asset Banking And Financial Services Fund
16.6%
15.71%
0%
Axis Innovation Fund
18.01%
11.99%
0%
Aditya Birla Sun Life Esg Integration Strategy Fund
19.98%
12.15%
0%
ICICI Prudential Business Cycle Fund
18.89%
20.29%
0%
Invesco India Esg Integration Strategy Fund
15.14%
11.3%
0%
Quant Quantamental Fund
20.76%
27.41%
0%
HDFC Banking Financial Services Fund
15.9%
16.88%
0%
Axis Quant Fund
9.83%
13.53%
0%
Tata Business Cycle Fund
18.41%
22.09%
0%
Baroda BNP Paribas Business Cycle Fund
15.69%
18.52%
0%
ITI Pharma And Healthcare Fund
21.38%
22.55%
0%
Aditya Birla Sun Life Business Cycle Fund
18.34%
15.71%
0%
360 One Quant Fund
22.58%
26.31%
0%
ITI Banking And Financial Services Fund
14.23%
15.51%
0%
Nippon India Taiwan Equity Fund
19.41%
10.14%
0%
Kotak Manufacture In India Fund
22.42%
23.4%
0%
Baroda BNP Paribas India Consumption Fund
26.21%
19.37%
0%
ICICI Prudential Housing Opportunities Fund
21.4%
23.04%
0%
Tata Housing Opportunities Fund
24.46%
23.1%
0%
ICICI Prudential PSU Equity Fund
28.72%
36.63%
0%
Kotak Business Cycle Fund
27.72%
19.57%
0%
ICICI Prudential Transportation And Logistics Fund
40.93%
30.8%
0%
Bandhan Transportation And Logistics Fund
34.59%
28.96%
0%
HDFC Business Cycle Fund
21.55%
0%
0%
HSBC Infrastructure Fund
45.26%
0%
0%
HSBC Business Cycles Fund
38.49%
0%
0%
Axis Business Cycles Fund
31.91%
0%
0%
Kotak Banking Financial Services Fund
20.06%
0%
0%
HDFC Mnc Fund
21.93%
0%
0%
ICICI Prudential Innovation Fund
37.1%
0%
0%
HDFC Defence Fund
61.32%
0%
0%
Samco Active Momentum Fund
24.06%
0%
0%
Quant Business Cycle Fund
25.68%
0%
0%
Quant Bfsi Fund
10.68%
0%
0%
HDFC Non Cyclical Consumer Fund
26.99%
0%
0%
Bandhan Financial Services Fund
21.28%
0%
0%
Quant Healthcare Fund
28.17%
0%
0%
Kotak Quant Fund
12.98%
0%
0%
HDFC Transportation And Logistics Fund
24.32%
0%
0%
Union Innovation Opportunities Fund
32.78%
0%
0%
Quant Manufacturing Fund
15.62%
0%
0%
LIC MF Healthcare Fund
34.44%
0%
0%
HSBC Consumption Fund
27.83%
0%
0%
Nippon India Innovation Fund
23.01%
0%
0%
Mahindra Manulife Business Cycle Fund
20.46%
0%
0%
HDFC Technology Fund
30.99%
0%
0%
Quant Teck Fund
13.1%
0%
0%
HDFC Pharma And Healthcare Fund
44.63%
0%
0%
UTI Innovation Fund
16.16%
0%
0%
Aditya Birla Sun Life Transportation And Logistics Fund
5.09%
0%
0%
Kotak Consumption Fund
31.09%
0%
0%
Quant Momentum Fund
0.96%
0%
0%
Axis India Manufacturing Fund
3.52%
0%
0%
DSP Banking Financial Services Fund
20.72%
0%
0%
Kotak Healthcare Fund
24.99%
0%
0%
Groww Banking Financial Services Fund
6.41%
0%
0%
Quant Commodities Fund
7.72%
0%
0%
Whiteoak Capital Banking Financial Services Fund
16.68%
0%
0%
Quant Consumption Fund
-4.93%
0%
0%
Whiteoak Capital Pharma And Heathcare Fund
34.4%
0%
0%
Union Business Cycle Fund
-3.98%
0%
0%
Quant PSU Fund
-14.18%
0%
0%
SBI Energy Opportunities Fund
-9.56%
0%
0%
Edelweiss Technology Fund
4.5%
0%
0%
Canara Robeco Manufacturing Fund
-5.3%
0%
0%
Kotak Technology Fund
8.71%
0%
0%
Baroda BNP Paribas Innovation Fund
-0.08%
0%
0%
Samco Special Opportunities Fund
-23.2%
0%
0%
HDFC Manufacturing Fund
-8.18%
0%
0%
Bandhan Innovation Fund
7.73%
0%
0%
Whiteoak Capital Special Opportunities Fund
9.01%
0%
0%
SBI Automotive Opportunities Fund
-14.67%
0%
0%
Mahindra Manulife Manufacturing Fund
-11.82%
0%
0%
Sundaram Business Cycle Fund
2.74%
0%
0%
Helios Financial Services Fund
8.56%
0%
0%
Aditya Birla Sun Life Quant Fund
-12.6%
0%
0%
Motilal Oswal Quant Fund
-14.98%
0%
0%
Baroda BNP Paribas Manufacturing Fund
-10.76%
0%
0%
Kotak Special Opportunities Fund
-10.65%
0%
0%
Edelweiss Business Cycle Fund
-19.2%
0%
0%
ICICI Prudential Energy Opportunities Fund
-6.54%
0%
0%
Invesco India Manufacturing Fund
-5.45%
0%
0%
Motilal Oswal Manufacturing Fund
2.82%
0%
0%
SBI Innovative Opportunities Fund
-10.72%
0%
0%
Bank Of India Business Cycle Fund
-15.13%
0%
0%
Motilal Oswal Business Cycle Fund
14.42%
0%
0%
Axis Consumption Fund
-6.62%
0%
0%
HSBC India Export Opportunities Fund
-4.65%
0%
0%
Invesco India Technology Fund
-6.48%
0%
0%
Bandhan Business Cycle Fund
-1.37%
0%
0%
Kotak Mnc Fund
-1.52%
0%
0%
Whiteoak Capital Digital Bharat Fund
6.14%
0%
0%
LIC MF Manufacturing Fund
-5.28%
0%
0%
Whiteoak Capital Esg Best In Class Strategy Fund
6.24%
0%
0%
Motilal Oswal Digital India Fund
-1.64%
0%
0%
PGIM India Healthcare Fund
0%
0%
0%
Tata India Innovation Fund
0%
0%
0%
ICICI Prudential Equity Minimum Variance Fund
0%
0%
0%
Bajaj Finserv Consumption Fund
0%
0%
0%
Shriram Multi Sector Rotation Fund
0%
0%
0%
Axis Momentum Fund
0%
0%
0%
Quantum Ethical Fund
0%
0%
0%
Union Active Momentum Fund
0%
0%
0%
Kotak Transportation Logistics Fund
0%
0%
0%
DSP Business Cycle Fund
0%
0%
0%
Aditya Birla Sun Life Conglomerate Fund
0%
0%
0%
Bank Of India Consumption Fund
0%
0%
0%
SBI Quant Fund
0%
0%
0%
Bajaj Finserv Healthcare Fund
0%
0%
0%
ICICI Prudential Rural Opportunities Fund
0%
0%
0%
Whiteoak Capital Quality Equity Fund
0%
0%
0%
UTI Quant Fund
0%
0%
0%
Edelweiss Consumption Fund
0%
0%
0%
Baroda BNP Paribas Energy Opportunities Fund
0%
0%
0%
Motilal Oswal Innovation Opportunities Fund
0%
0%
0%
ITI Bharat Consumption Fund
0%
0%
0%
HSBC Financial Services Fund
0%
0%
0%
Nippon India Active Momentum Fund
0%
0%
0%
Invesco India Business Cycle Fund
0%
0%
0%
Motilal Oswal Active Momentum Fund
0%
0%
0%
Kotak Energy Opportunities Fund
0%
0%
0%
ICICI Prudential Quality Fund
0%
0%
0%
Motilal Oswal Infrastructure Fund
0%
0%
0%
Motilal Oswal Services Fund
0%
0%
0%
Baroda BNP Paribas Health And Wellness Fund
0%
0%
0%
HDFC Innovation Fund
0%
0%
0%
Axis Services Opportunities Fund
0%
0%
0%
Sundaram Multi Factor Fund
0%
0%
0%
Mahindra Manulife Banking Financial Services Fund
0%
0%
0%
ICICI Prudential Active Momentum Fund
0%
0%
0%
Nippon India Mnc Fund
0%
0%
0%
Bandhan Multi Factor Fund
0%
0%
0%
Motilal Oswal Special Opportunities Fund
0%
0%
0%
Kotak Active Momentum Fund
0%
0%
0%
Baroda BNP Paribas Business Conglomerates Fund
0%
0%
0%
ICICI Prudential Conglomerate Fund
0%
0%
0%
The Wealth Company Ethical Fund
0%
0%
0%
Invesco India Consumption Fund
0%
0%
0%
Motilal Oswal Consumption Fund
0%
0%
0%
SIP and SWP returns with step-up
Rolling SIP returns with 10% step-up
Fund
Any 1Y SIP
Any 3Y Step-up SIP
Any 5Y Step-up SIP
Canara Robeco Infrastructure Fund
17.73%
21.08%
19.66%
Canara Robeco Consumer Trends Fund
19.23%
19.01%
19.33%
Bandhan Infrastructure Fund
16.25%
23.96%
18.95%
Franklin India Technology Fund
12.96%
16.13%
17.86%
Franklin India Opportunities Fund
16.86%
17.76%
16.78%
Franklin Build India Fund
20.6%
23.79%
19.77%
Franklin Asian Equity Fund
9.58%
8.11%
7.06%
Nippon India Banking Financial Services Bonus Fund
19.3%
19.95%
15.89%
Nippon India Banking Financial Services Fund
19.3%
19.95%
15.89%
Nippon India Consumption Bonus Fund
14.89%
17.12%
18.85%
Nippon India Consumption Fund
14.9%
17.14%
18.86%
Nippon India Pharma Bonus Fund
13.68%
16.74%
18.58%
Nippon India Pharma Fund
13.68%
16.74%
18.58%
Nippon India Power Infra Bonus Fund
17.4%
22.1%
18.64%
Nippon India Power Infra Fund
17.34%
22.08%
18.63%
Nippon India Quant Fund
13.49%
15.13%
15.95%
Nippon India Quant Bonus Fund
13.5%
15.16%
15.97%
Mirae Asset Great Consumer Fund
19.08%
19.32%
19.91%
Taurus Banking Financial Services Fund
17.14%
16.28%
15.26%
Taurus Ethical Fund
14.08%
13.35%
15.34%
Taurus Infrastructure Fund
15.15%
17.79%
17.05%
HDFC Infrastructure Fund
15.99%
17.04%
12.98%
DSP Natural Resources And New Energy Fund
17.95%
22.03%
20.02%
Tata Ethical Fund
14.28%
13.61%
16.04%
Tata Infrastructure Fund
17.9%
18.34%
19.48%
DSP India Tiger Fund
19.11%
20.08%
19.48%
Baroda BNP Paribas Banking And Financial Services Fund
17.51%
15.46%
13.49%
Bank Of India Manufacturing Infrastructure Fund
19.25%
22.18%
21.86%
Aditya Birla Sun Life Infrastructure Fund
16.19%
20.0%
17.84%
Aditya Birla Sun Life International Equity Fund
10.33%
9.88%
9.93%
Aditya Birla Sun Life International Equity B Fund
10.17%
11.37%
10.43%
Aditya Birla Sun Life Commodity Equities Global Agri Fund
6.97%
5.68%
6.81%
Aditya Birla Sun Life Consumption Fund
18.14%
18.5%
17.96%
Sundaram Consumption Fund
18.88%
18.35%
14.39%
Sundaram Financial Services Opportunities Fund
20.26%
17.93%
16.45%
Aditya Birla Sun Life Mnc Fund
12.75%
12.97%
11.09%
SBI Infrastructure Fund
17.0%
18.83%
18.9%
SBI Comma Fund
14.73%
17.7%
17.07%
SBI Esg Exclusionary Strategy Fund
14.51%
13.71%
14.57%
SBI Mnc Fund
13.27%
13.63%
14.84%
SBI PSU Fund
15.21%
16.12%
10.11%
SBI Healthcare Opportunities Fund
12.13%
17.37%
17.53%
ICICI Prudential Us Bluechip Equity Fund
15.32%
14.71%
15.33%
ICICI Prudential Banking And Financial Services Fund
18.66%
17.36%
16.0%
LIC MF Infrastructure Fund
16.36%
16.91%
17.23%
Invesco India Financial Services Fund
21.08%
18.64%
16.94%
Invesco India PSU Equity Fund
19.35%
20.99%
15.81%
Invesco India Infrastructure Fund
16.7%
20.65%
21.27%
Aditya Birla Sun Life Digital India Fund
13.94%
17.68%
22.31%
SBI Consumption Opportunities Fund
18.13%
19.29%
19.42%
SBI Technology Opportunities Fund
13.79%
17.3%
21.24%
ICICI Prudential FMCG Fund
15.01%
14.79%
14.11%
ICICI Prudential Technology Fund
13.06%
17.07%
22.51%
ICICI Prudential Infrastructure Fund
20.04%
19.41%
20.13%
UTI Mnc Fund
14.12%
13.57%
12.61%
ICICI Prudential Exports Services Fund
15.39%
18.49%
17.02%
UTI Infrastructure Fund
15.5%
16.49%
15.19%
UTI Transportation And Logistics Fund
21.21%
20.24%
15.25%
UTI Banking And Financial Services Fund
16.94%
16.82%
12.85%
UTI India Consumer Fund
13.77%
13.09%
13.58%
UTI Healthcare Fund
10.36%
13.9%
16.86%
Quant Infrastructure Fund
17.52%
29.17%
32.53%
Aditya Birla Sun Life Banking And Financial Services Fund
18.22%
18.2%
15.36%
Sundaram Infrastructure Advantage Fund
12.55%
20.14%
17.92%
Nippon India Japan Equity Fund
10.43%
9.36%
8.67%
Nippon India Japan Equity Bonus Fund
10.43%
9.36%
8.67%
Aditya Birla Sun Life Manufacturing Equity Fund
12.22%
15.12%
15.34%
Kotak Infrastructure Economic Reform Fund
20.37%
22.88%
23.1%
SBI Banking Financial Services Fund
20.75%
18.83%
17.04%
LIC MF Banking And Financial Services Fund
16.18%
13.0%
12.97%
Nippon India Us Equity Opportunities Fund
18.73%
18.26%
15.8%
Tata Banking And Financial Services Fund
20.77%
17.77%
17.62%
Tata Digital India Fund
16.39%
21.73%
26.31%
Tata India Consumer Fund
19.41%
18.52%
18.86%
Tata India Pharma Healthcare Fund
8.11%
22.62%
21.8%
Tata Resources Energy Fund
16.61%
19.31%
22.49%
HDFC Housing Opportunities Fund
19.58%
16.84%
18.73%
Edelweiss Recently Listed Ipo Fund
13.68%
18.09%
0%
Mirae Asset Healthcare Fund
25.55%
23.37%
22.86%
Sundaram Services Fund
21.89%
22.51%
23.63%
Mahindra Manulife Consumption Fund
17.64%
19.32%
20.69%
DSP Healthcare Fund
32.21%
22.93%
26.45%
SBI Equity Minimum Variance Fund
18.13%
17.11%
16.43%
ICICI Prudential Bharat Consumption Fund
19.41%
21.03%
21.01%
DSP Quant Fund
15.22%
11.73%
11.92%
ICICI Prudential Mnc Fund
23.15%
19.77%
17.19%
Quantum Esg Best In Class Strategy Fund
18.13%
15.51%
15.59%
Aditya Birla Sun Life Pharma And Healthcare Fund
27.27%
21.2%
20.09%
ICICI Prudential Commodities Fund
25.89%
27.57%
24.09%
Kotak Pioneer Fund
28.18%
22.16%
22.3%
Aditya Birla Sun Life PSU Equity Fund
32.09%
31.44%
29.64%
Tata Quant Fund
21.47%
16.62%
12.88%
Axis Esg Integration Strategy Fund
15.12%
13.96%
12.72%
ICICI Prudential Esg Exclusionary Strategy Fund
12.68%
22.2%
18.04%
Aditya Birla Sun Life Special Opportunities Fund
14.59%
21.18%
19.57%
Quant Esg Integration Strategy Fund
22.48%
26.17%
18.94%
ICICI Prudential Quant Fund
11.97%
19.84%
0%
Kotak Esg Exclusionary Strategy Fund
11.53%
16.61%
0%
Mirae Asset Banking And Financial Services Fund
18.88%
19.8%
0%
Axis Innovation Fund
12.08%
18.85%
0%
Aditya Birla Sun Life Esg Integration Strategy Fund
9.98%
16.27%
0%
ICICI Prudential Business Cycle Fund
17.41%
26.02%
0%
Invesco India Esg Integration Strategy Fund
7.43%
17.55%
0%
Quant Quantamental Fund
24.74%
21.48%
0%
HDFC Banking Financial Services Fund
19.97%
19.18%
0%
Axis Quant Fund
11.17%
13.57%
0%
Tata Business Cycle Fund
20.82%
19.81%
0%
Baroda BNP Paribas Business Cycle Fund
14.85%
17.32%
0%
ITI Pharma And Healthcare Fund
22.66%
24.25%
0%
Aditya Birla Sun Life Business Cycle Fund
14.66%
14.83%
0%
360 One Quant Fund
20.15%
24.15%
0%
ITI Banking And Financial Services Fund
17.63%
15.53%
0%
Nippon India Taiwan Equity Fund
28.11%
24.15%
0%
Kotak Manufacture In India Fund
22.67%
20.46%
0%
Baroda BNP Paribas India Consumption Fund
23.24%
16.89%
0%
ICICI Prudential Housing Opportunities Fund
20.72%
17.95%
0%
Tata Housing Opportunities Fund
22.62%
12.3%
0%
ICICI Prudential PSU Equity Fund
31.35%
23.32%
0%
Kotak Business Cycle Fund
23.94%
19.64%
0%
ICICI Prudential Transportation And Logistics Fund
32.42%
27.18%
0%
Bandhan Transportation And Logistics Fund
32.38%
24.86%
0%
HDFC Business Cycle Fund
16.04%
0%
0%
HSBC Infrastructure Fund
27.86%
0%
0%
HSBC Business Cycles Fund
34.01%
0%
0%
Axis Business Cycles Fund
13.51%
0%
0%
Kotak Banking Financial Services Fund
18.97%
0%
0%
HDFC Mnc Fund
8.59%
0%
0%
ICICI Prudential Innovation Fund
16.5%
0%
0%
HDFC Defence Fund
31.99%
0%
0%
Samco Active Momentum Fund
2.15%
0%
0%
Quant Business Cycle Fund
-1.23%
0%
0%
Quant Bfsi Fund
18.43%
0%
0%
HDFC Non Cyclical Consumer Fund
9.76%
0%
0%
Bandhan Financial Services Fund
17.51%
0%
0%
Quant Healthcare Fund
5.46%
0%
0%
Kotak Quant Fund
2.83%
0%
0%
HDFC Transportation And Logistics Fund
18.1%
0%
0%
Union Innovation Opportunities Fund
12.03%
0%
0%
Quant Manufacturing Fund
-2.23%
0%
0%
LIC MF Healthcare Fund
9.79%
0%
0%
HSBC Consumption Fund
11.23%
0%
0%
Nippon India Innovation Fund
11.86%
0%
0%
Mahindra Manulife Business Cycle Fund
5.87%
0%
0%
HDFC Technology Fund
4.73%
0%
0%
Quant Teck Fund
-3.61%
0%
0%
HDFC Pharma And Healthcare Fund
17.21%
0%
0%
UTI Innovation Fund
2.39%
0%
0%
Aditya Birla Sun Life Transportation And Logistics Fund
3.71%
0%
0%
Kotak Consumption Fund
9.33%
0%
0%
Quant Momentum Fund
-1.13%
0%
0%
Axis India Manufacturing Fund
4.94%
0%
0%
DSP Banking Financial Services Fund
18.88%
0%
0%
Kotak Healthcare Fund
6.82%
0%
0%
Groww Banking Financial Services Fund
14.13%
0%
0%
Quant Commodities Fund
-3.11%
0%
0%
Whiteoak Capital Banking Financial Services Fund
18.86%
0%
0%
Quant Consumption Fund
-6.97%
0%
0%
Whiteoak Capital Pharma And Heathcare Fund
15.75%
0%
0%
Union Business Cycle Fund
4.29%
0%
0%
Quant PSU Fund
-6.69%
0%
0%
SBI Energy Opportunities Fund
2.16%
0%
0%
Edelweiss Technology Fund
5.42%
0%
0%
Canara Robeco Manufacturing Fund
9.04%
0%
0%
Kotak Technology Fund
-3.51%
0%
0%
Baroda BNP Paribas Innovation Fund
5.95%
0%
0%
Samco Special Opportunities Fund
3.27%
0%
0%
HDFC Manufacturing Fund
11.38%
0%
0%
Bandhan Innovation Fund
15.39%
0%
0%
Whiteoak Capital Special Opportunities Fund
17.29%
0%
0%
SBI Automotive Opportunities Fund
14.58%
0%
0%
Mahindra Manulife Manufacturing Fund
11.16%
0%
0%
Sundaram Business Cycle Fund
11.35%
0%
0%
Helios Financial Services Fund
17.94%
0%
0%
Aditya Birla Sun Life Quant Fund
5.86%
0%
0%
Motilal Oswal Quant Fund
1.55%
0%
0%
Baroda BNP Paribas Manufacturing Fund
11.19%
0%
0%
Kotak Special Opportunities Fund
4.8%
0%
0%
Edelweiss Business Cycle Fund
1.91%
0%
0%
ICICI Prudential Energy Opportunities Fund
11.19%
0%
0%
Invesco India Manufacturing Fund
8.96%
0%
0%
Motilal Oswal Manufacturing Fund
18.35%
0%
0%
SBI Innovative Opportunities Fund
10.58%
0%
0%
Bank Of India Business Cycle Fund
5.0%
0%
0%
Motilal Oswal Business Cycle Fund
18.68%
0%
0%
Axis Consumption Fund
11.26%
0%
0%
HSBC India Export Opportunities Fund
10.11%
0%
0%
Invesco India Technology Fund
10.22%
0%
0%
Bandhan Business Cycle Fund
13.0%
0%
0%
Kotak Mnc Fund
18.59%
0%
0%
Whiteoak Capital Digital Bharat Fund
19.1%
0%
0%
LIC MF Manufacturing Fund
17.64%
0%
0%
Whiteoak Capital Esg Best In Class Strategy Fund
13.53%
0%
0%
Motilal Oswal Digital India Fund
17.43%
0%
0%
PGIM India Healthcare Fund
0%
0%
0%
Tata India Innovation Fund
0%
0%
0%
ICICI Prudential Equity Minimum Variance Fund
0%
0%
0%
Bajaj Finserv Consumption Fund
0%
0%
0%
Shriram Multi Sector Rotation Fund
0%
0%
0%
Axis Momentum Fund
0%
0%
0%
Quantum Ethical Fund
0%
0%
0%
Union Active Momentum Fund
0%
0%
0%
Kotak Transportation Logistics Fund
0%
0%
0%
DSP Business Cycle Fund
0%
0%
0%
Aditya Birla Sun Life Conglomerate Fund
0%
0%
0%
Bank Of India Consumption Fund
0%
0%
0%
SBI Quant Fund
0%
0%
0%
Bajaj Finserv Healthcare Fund
0%
0%
0%
ICICI Prudential Rural Opportunities Fund
0%
0%
0%
Whiteoak Capital Quality Equity Fund
0%
0%
0%
UTI Quant Fund
0%
0%
0%
Edelweiss Consumption Fund
0%
0%
0%
Baroda BNP Paribas Energy Opportunities Fund
0%
0%
0%
Motilal Oswal Innovation Opportunities Fund
0%
0%
0%
ITI Bharat Consumption Fund
0%
0%
0%
HSBC Financial Services Fund
0%
0%
0%
Nippon India Active Momentum Fund
0%
0%
0%
Invesco India Business Cycle Fund
0%
0%
0%
Motilal Oswal Active Momentum Fund
0%
0%
0%
Kotak Energy Opportunities Fund
0%
0%
0%
ICICI Prudential Quality Fund
0%
0%
0%
Motilal Oswal Infrastructure Fund
0%
0%
0%
Motilal Oswal Services Fund
0%
0%
0%
Baroda BNP Paribas Health And Wellness Fund
0%
0%
0%
HDFC Innovation Fund
0%
0%
0%
Axis Services Opportunities Fund
0%
0%
0%
Sundaram Multi Factor Fund
0%
0%
0%
Mahindra Manulife Banking Financial Services Fund
0%
0%
0%
ICICI Prudential Active Momentum Fund
0%
0%
0%
Nippon India Mnc Fund
0%
0%
0%
Bandhan Multi Factor Fund
0%
0%
0%
Motilal Oswal Special Opportunities Fund
0%
0%
0%
Kotak Active Momentum Fund
0%
0%
0%
Baroda BNP Paribas Business Conglomerates Fund
0%
0%
0%
ICICI Prudential Conglomerate Fund
0%
0%
0%
The Wealth Company Ethical Fund
0%
0%
0%
Invesco India Consumption Fund
0%
0%
0%
Motilal Oswal Consumption Fund
0%
0%
0%
Rolling SWP returns with 10% step-up
Fund
Any 1Y SWP
Any 3Y Step-up SWP
Any 5Y Step-up SWP
Canara Robeco Infrastructure Fund
15.15%
16.1%
11.14%
Canara Robeco Consumer Trends Fund
15.07%
17.57%
17.73%
Bandhan Infrastructure Fund
17.49%
16.33%
11.73%
Franklin India Technology Fund
17.24%
15.65%
18.19%
Franklin India Opportunities Fund
14.43%
14.95%
13.1%
Franklin Build India Fund
18.46%
18.35%
13.35%
Franklin Asian Equity Fund
8.18%
7.29%
8.34%
Nippon India Banking Financial Services Bonus Fund
15.02%
15.0%
11.05%
Nippon India Banking Financial Services Fund
15.02%
15.0%
11.05%
Nippon India Consumption Bonus Fund
13.4%
15.12%
10.99%
Nippon India Consumption Fund
13.37%
15.12%
11.0%
Nippon India Pharma Bonus Fund
17.44%
14.98%
17.78%
Nippon India Pharma Fund
17.43%
14.98%
17.78%
Nippon India Power Infra Bonus Fund
15.69%
16.25%
11.31%
Nippon India Power Infra Fund
15.66%
16.25%
11.29%
Nippon India Quant Fund
12.37%
14.09%
11.79%
Nippon India Quant Bonus Fund
12.39%
14.11%
11.84%
Mirae Asset Great Consumer Fund
16.94%
17.69%
16.55%
Taurus Banking Financial Services Fund
12.45%
11.75%
11.78%
Taurus Ethical Fund
12.81%
14.27%
13.71%
Taurus Infrastructure Fund
12.89%
15.4%
12.43%
HDFC Infrastructure Fund
13.98%
7.61%
4.18%
DSP Natural Resources And New Energy Fund
14.53%
17.26%
16.77%
Tata Ethical Fund
12.85%
13.91%
13.02%
Tata Infrastructure Fund
14.38%
15.33%
11.76%
DSP India Tiger Fund
17.33%
14.4%
11.89%
Baroda BNP Paribas Banking And Financial Services Fund
12.56%
10.81%
10.43%
Bank Of India Manufacturing Infrastructure Fund
17.79%
18.26%
13.39%
Aditya Birla Sun Life Infrastructure Fund
16.69%
14.82%
10.46%
Aditya Birla Sun Life International Equity Fund
9.58%
10.21%
10.73%
Aditya Birla Sun Life International Equity B Fund
8.3%
10.18%
8.54%
Aditya Birla Sun Life Commodity Equities Global Agri Fund
6.56%
4.98%
4.81%
Aditya Birla Sun Life Consumption Fund
16.31%
16.93%
16.87%
Sundaram Consumption Fund
15.27%
16.74%
14.86%
Sundaram Financial Services Opportunities Fund
14.83%
13.64%
12.88%
Aditya Birla Sun Life Mnc Fund
10.51%
10.04%
9.82%
SBI Infrastructure Fund
15.86%
14.76%
11.45%
SBI Comma Fund
11.41%
15.08%
15.58%
SBI Esg Exclusionary Strategy Fund
13.15%
12.91%
13.04%
SBI Mnc Fund
11.69%
13.51%
13.53%
SBI PSU Fund
10.31%
7.26%
5.79%
SBI Healthcare Opportunities Fund
18.53%
14.61%
14.28%
ICICI Prudential Us Bluechip Equity Fund
14.29%
14.87%
16.23%
ICICI Prudential Banking And Financial Services Fund
15.14%
15.85%
14.05%
LIC MF Infrastructure Fund
14.58%
12.51%
10.9%
Invesco India Financial Services Fund
17.72%
15.25%
14.83%
Invesco India PSU Equity Fund
15.15%
15.52%
12.55%
Invesco India Infrastructure Fund
18.55%
18.53%
14.39%
Aditya Birla Sun Life Digital India Fund
16.58%
19.26%
21.24%
SBI Consumption Opportunities Fund
17.63%
17.53%
14.46%
SBI Technology Opportunities Fund
16.15%
18.88%
20.24%
ICICI Prudential FMCG Fund
14.47%
14.36%
13.21%
ICICI Prudential Technology Fund
16.36%
18.37%
22.06%
ICICI Prudential Infrastructure Fund
17.76%
13.76%
10.3%
UTI Mnc Fund
13.08%
12.94%
11.47%
ICICI Prudential Exports Services Fund
16.48%
14.33%
11.27%
UTI Infrastructure Fund
12.42%
11.79%
9.94%
UTI Transportation And Logistics Fund
16.12%
15.89%
8.0%
UTI Banking And Financial Services Fund
13.51%
11.92%
9.61%
UTI India Consumer Fund
12.41%
12.22%
11.29%
UTI Healthcare Fund
12.75%
11.52%
13.81%
Quant Infrastructure Fund
13.62%
18.45%
14.47%
Aditya Birla Sun Life Banking And Financial Services Fund
15.33%
14.53%
12.76%
Sundaram Infrastructure Advantage Fund
15.23%
12.67%
9.61%
Nippon India Japan Equity Fund
9.49%
7.59%
7.87%
Nippon India Japan Equity Bonus Fund
9.49%
7.59%
7.87%
Aditya Birla Sun Life Manufacturing Equity Fund
8.44%
12.71%
10.13%
Kotak Infrastructure Economic Reform Fund
17.68%
15.05%
10.12%
SBI Banking Financial Services Fund
15.73%
13.89%
14.56%
LIC MF Banking And Financial Services Fund
8.84%
8.59%
6.4%
Nippon India Us Equity Opportunities Fund
16.9%
16.79%
16.8%
Tata Banking And Financial Services Fund
17.83%
13.84%
13.84%
Tata Digital India Fund
15.85%
22.51%
26.04%
Tata India Consumer Fund
21.04%
18.06%
17.66%
Tata India Pharma Healthcare Fund
9.63%
13.86%
17.16%
Tata Resources Energy Fund
14.47%
17.93%
15.8%
HDFC Housing Opportunities Fund
17.29%
13.43%
10.37%
Edelweiss Recently Listed Ipo Fund
11.43%
8.46%
0%
Mirae Asset Healthcare Fund
27.18%
22.38%
27.21%
Sundaram Services Fund
20.0%
19.79%
21.89%
Mahindra Manulife Consumption Fund
12.07%
16.76%
15.7%
DSP Healthcare Fund
28.9%
27.86%
31.5%
SBI Equity Minimum Variance Fund
13.02%
17.06%
19.53%
ICICI Prudential Bharat Consumption Fund
19.7%
20.34%
19.71%
DSP Quant Fund
14.87%
14.24%
19.27%
ICICI Prudential Mnc Fund
19.3%
21.52%
27.31%
Quantum Esg Best In Class Strategy Fund
17.08%
17.15%
21.66%
Aditya Birla Sun Life Pharma And Healthcare Fund
26.69%
16.0%
24.64%
ICICI Prudential Commodities Fund
23.75%
33.04%
51.64%
Kotak Pioneer Fund
25.96%
23.1%
29.66%
Aditya Birla Sun Life PSU Equity Fund
29.81%
34.87%
39.26%
Tata Quant Fund
21.61%
11.63%
6.22%
Axis Esg Integration Strategy Fund
20.42%
12.39%
21.1%
ICICI Prudential Esg Exclusionary Strategy Fund
21.06%
14.32%
20.57%
Aditya Birla Sun Life Special Opportunities Fund
18.99%
17.23%
25.49%
Quant Esg Integration Strategy Fund
26.06%
24.94%
43.87%
ICICI Prudential Quant Fund
17.44%
16.17%
0%
Kotak Esg Exclusionary Strategy Fund
14.43%
11.55%
0%
Mirae Asset Banking And Financial Services Fund
16.6%
15.67%
0%
Axis Innovation Fund
18.01%
11.96%
0%
Aditya Birla Sun Life Esg Integration Strategy Fund
19.98%
12.02%
0%
ICICI Prudential Business Cycle Fund
18.89%
20.53%
0%
Invesco India Esg Integration Strategy Fund
15.14%
11.61%
0%
Quant Quantamental Fund
20.76%
27.85%
0%
HDFC Banking Financial Services Fund
15.9%
17.11%
0%
Axis Quant Fund
9.83%
13.95%
0%
Tata Business Cycle Fund
18.41%
22.53%
0%
Baroda BNP Paribas Business Cycle Fund
15.69%
18.88%
0%
ITI Pharma And Healthcare Fund
21.38%
22.97%
0%
Aditya Birla Sun Life Business Cycle Fund
18.34%
15.85%
0%
360 One Quant Fund
22.58%
26.64%
0%
ITI Banking And Financial Services Fund
14.23%
15.59%
0%
Nippon India Taiwan Equity Fund
19.41%
10.79%
0%
Kotak Manufacture In India Fund
22.42%
23.57%
0%
Baroda BNP Paribas India Consumption Fund
26.21%
19.58%
0%
ICICI Prudential Housing Opportunities Fund
21.4%
23.01%
0%
Tata Housing Opportunities Fund
24.46%
22.91%
0%
ICICI Prudential PSU Equity Fund
28.72%
36.66%
0%
Kotak Business Cycle Fund
27.72%
19.75%
0%
ICICI Prudential Transportation And Logistics Fund
40.93%
30.86%
0%
Bandhan Transportation And Logistics Fund
34.59%
28.9%
0%
HDFC Business Cycle Fund
21.55%
0%
0%
HSBC Infrastructure Fund
45.26%
0%
0%
HSBC Business Cycles Fund
38.49%
0%
0%
Axis Business Cycles Fund
31.91%
0%
0%
Kotak Banking Financial Services Fund
20.06%
0%
0%
HDFC Mnc Fund
21.93%
0%
0%
ICICI Prudential Innovation Fund
37.1%
0%
0%
HDFC Defence Fund
61.32%
0%
0%
Samco Active Momentum Fund
24.06%
0%
0%
Quant Business Cycle Fund
25.68%
0%
0%
Quant Bfsi Fund
10.68%
0%
0%
HDFC Non Cyclical Consumer Fund
26.99%
0%
0%
Bandhan Financial Services Fund
21.28%
0%
0%
Quant Healthcare Fund
28.17%
0%
0%
Kotak Quant Fund
12.98%
0%
0%
HDFC Transportation And Logistics Fund
24.32%
0%
0%
Union Innovation Opportunities Fund
32.78%
0%
0%
Quant Manufacturing Fund
15.62%
0%
0%
LIC MF Healthcare Fund
34.44%
0%
0%
HSBC Consumption Fund
27.83%
0%
0%
Nippon India Innovation Fund
23.01%
0%
0%
Mahindra Manulife Business Cycle Fund
20.46%
0%
0%
HDFC Technology Fund
30.99%
0%
0%
Quant Teck Fund
13.1%
0%
0%
HDFC Pharma And Healthcare Fund
44.63%
0%
0%
UTI Innovation Fund
16.16%
0%
0%
Aditya Birla Sun Life Transportation And Logistics Fund
5.09%
0%
0%
Kotak Consumption Fund
31.09%
0%
0%
Quant Momentum Fund
0.96%
0%
0%
Axis India Manufacturing Fund
3.52%
0%
0%
DSP Banking Financial Services Fund
20.72%
0%
0%
Kotak Healthcare Fund
24.99%
0%
0%
Groww Banking Financial Services Fund
6.41%
0%
0%
Quant Commodities Fund
7.72%
0%
0%
Whiteoak Capital Banking Financial Services Fund
16.68%
0%
0%
Quant Consumption Fund
-4.93%
0%
0%
Whiteoak Capital Pharma And Heathcare Fund
34.4%
0%
0%
Union Business Cycle Fund
-3.98%
0%
0%
Quant PSU Fund
-14.18%
0%
0%
SBI Energy Opportunities Fund
-9.56%
0%
0%
Edelweiss Technology Fund
4.5%
0%
0%
Canara Robeco Manufacturing Fund
-5.3%
0%
0%
Kotak Technology Fund
8.71%
0%
0%
Baroda BNP Paribas Innovation Fund
-0.08%
0%
0%
Samco Special Opportunities Fund
-23.2%
0%
0%
HDFC Manufacturing Fund
-8.18%
0%
0%
Bandhan Innovation Fund
7.73%
0%
0%
Whiteoak Capital Special Opportunities Fund
9.01%
0%
0%
SBI Automotive Opportunities Fund
-14.67%
0%
0%
Mahindra Manulife Manufacturing Fund
-11.82%
0%
0%
Sundaram Business Cycle Fund
2.74%
0%
0%
Helios Financial Services Fund
8.56%
0%
0%
Aditya Birla Sun Life Quant Fund
-12.6%
0%
0%
Motilal Oswal Quant Fund
-14.98%
0%
0%
Baroda BNP Paribas Manufacturing Fund
-10.76%
0%
0%
Kotak Special Opportunities Fund
-10.65%
0%
0%
Edelweiss Business Cycle Fund
-19.2%
0%
0%
ICICI Prudential Energy Opportunities Fund
-6.54%
0%
0%
Invesco India Manufacturing Fund
-5.45%
0%
0%
Motilal Oswal Manufacturing Fund
2.82%
0%
0%
SBI Innovative Opportunities Fund
-10.72%
0%
0%
Bank Of India Business Cycle Fund
-15.13%
0%
0%
Motilal Oswal Business Cycle Fund
14.42%
0%
0%
Axis Consumption Fund
-6.62%
0%
0%
HSBC India Export Opportunities Fund
-4.65%
0%
0%
Invesco India Technology Fund
-6.48%
0%
0%
Bandhan Business Cycle Fund
-1.37%
0%
0%
Kotak Mnc Fund
-1.52%
0%
0%
Whiteoak Capital Digital Bharat Fund
6.14%
0%
0%
LIC MF Manufacturing Fund
-5.28%
0%
0%
Whiteoak Capital Esg Best In Class Strategy Fund
6.24%
0%
0%
Motilal Oswal Digital India Fund
-1.64%
0%
0%
PGIM India Healthcare Fund
0%
0%
0%
Tata India Innovation Fund
0%
0%
0%
ICICI Prudential Equity Minimum Variance Fund
0%
0%
0%
Bajaj Finserv Consumption Fund
0%
0%
0%
Shriram Multi Sector Rotation Fund
0%
0%
0%
Axis Momentum Fund
0%
0%
0%
Quantum Ethical Fund
0%
0%
0%
Union Active Momentum Fund
0%
0%
0%
Kotak Transportation Logistics Fund
0%
0%
0%
DSP Business Cycle Fund
0%
0%
0%
Aditya Birla Sun Life Conglomerate Fund
0%
0%
0%
Bank Of India Consumption Fund
0%
0%
0%
SBI Quant Fund
0%
0%
0%
Bajaj Finserv Healthcare Fund
0%
0%
0%
ICICI Prudential Rural Opportunities Fund
0%
0%
0%
Whiteoak Capital Quality Equity Fund
0%
0%
0%
UTI Quant Fund
0%
0%
0%
Edelweiss Consumption Fund
0%
0%
0%
Baroda BNP Paribas Energy Opportunities Fund
0%
0%
0%
Motilal Oswal Innovation Opportunities Fund
0%
0%
0%
ITI Bharat Consumption Fund
0%
0%
0%
HSBC Financial Services Fund
0%
0%
0%
Nippon India Active Momentum Fund
0%
0%
0%
Invesco India Business Cycle Fund
0%
0%
0%
Motilal Oswal Active Momentum Fund
0%
0%
0%
Kotak Energy Opportunities Fund
0%
0%
0%
ICICI Prudential Quality Fund
0%
0%
0%
Motilal Oswal Infrastructure Fund
0%
0%
0%
Motilal Oswal Services Fund
0%
0%
0%
Baroda BNP Paribas Health And Wellness Fund
0%
0%
0%
HDFC Innovation Fund
0%
0%
0%
Axis Services Opportunities Fund
0%
0%
0%
Sundaram Multi Factor Fund
0%
0%
0%
Mahindra Manulife Banking Financial Services Fund
0%
0%
0%
ICICI Prudential Active Momentum Fund
0%
0%
0%
Nippon India Mnc Fund
0%
0%
0%
Bandhan Multi Factor Fund
0%
0%
0%
Motilal Oswal Special Opportunities Fund
0%
0%
0%
Kotak Active Momentum Fund
0%
0%
0%
Baroda BNP Paribas Business Conglomerates Fund
0%
0%
0%
ICICI Prudential Conglomerate Fund
0%
0%
0%
The Wealth Company Ethical Fund
0%
0%
0%
Invesco India Consumption Fund
0%
0%
0%
Motilal Oswal Consumption Fund
0%
0%
0%
Note:N.A. in returns indicate that the fund does not have sufficient history.
How are Equity: Sectoral or Thematic 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
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.
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.
