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Best Sectoral or Thematic Equity Funds in 2025

What are Equity: Sectoral or Thematic funds?

Funds Included	All Fund Returns (3Y annualised)	Top 5 fund Returns (3Y annualised)
237	19.08%	30.65%

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:

Nov-2025	Oct-2025	Sep-2025	Aug-2025	Jul-2025	Jun-2025
-0.29%	3.63%	1.24%	-1.29%	-1.50%	3.56%

Quarterly trailing returns:

2025Q4	2025Q3	2025Q2	2025Q1	2024Q4	2024Q3
3.35%	-1.54%	11.15%	-7.05%	-5.79%	8.99%

Yearly trailing returns:

2025	2024	2023	2022	2021	2020
4.89%	22.88%	34.00%	4.54%	35.08%	19.86%

Rolling returns for Equity: Sectoral or Thematic funds

SIP

10% Step-up SIP

Lump sum

SWP

10% Step-up SWP

Metric	Any 1Y SIP	Any 2Y SIP	Any 3Y SIP	Any 5Y SIP	Any 7Y SIP	Any 10Y SIP
Minimum	-21.63%	0.54%	1.8%	4.86%	13.49%	15.23%
Median	13.2%	12.09%	17.29%	16.47%	17.44%	16.15%
Maximum	55.07%	23.92%	30.96%	26.02%	20.41%	17.26%
Risk	16.03%	5.05%	6.24%	4.61%	1.46%	0.52%
Sharpe Ratio	38.65%	100.63%	164.85%	205.29%	714.16%	1744.37%

^{_{Data as of 14-Dec-2025}}

Metric	Any 1Y SIP	Any 2Y 目↑ SIP	Any 3Y 目↑ SIP	Any 5Y 目↑ SIP	Any 7Y 目↑ SIP	Any 10Y 目↑ SIP
Minimum	-21.63%	8.25%	15.09%	16.46%	18.53%	16.78%
Median	13.2%	11.23%	16.58%	17.48%	19.2%	17.23%
Maximum	55.07%	14.08%	17.79%	18.34%	19.73%	17.58%
Risk	16.03%	1.56%	0.85%	0.61%	0.38%	0.25%
Sharpe Ratio	38.65%	270.79%	1125.86%	1727.21%	3199.83%	4083.36%

^{_{Data as of 14-Dec-2025}}

Metric	Any 1Y	Any 2Y	Any 3Y	Any 5Y	Any 7Y	Any 10Y
Minimum	-13.27%	8.73%	5.68%	7.92%	13.97%	14.47%
Median	9.91%	17.79%	17.98%	16.69%	16.3%	15.18%
Maximum	50.15%	28.55%	29.91%	25.73%	18.52%	16.48%
Risk	14.79%	4.52%	5.39%	4.01%	0.94%	0.56%
Sharpe Ratio	19.65%	238.54%	203.79%	241.58%	992.61%	1452.21%

^{_{Data as of 14-Dec-2025}}

Metric	Any 1Y SWP	Any 2Y SWP	Any 3Y SWP	Any 5Y SWP	Any 7Y SWP	Any 10Y SWP
Minimum	-19.72%	14.01%	4.76%	7.27%	11.84%	12.02%
Median	9.51%	23.78%	18.12%	17.05%	14.6%	13.79%
Maximum	62.93%	41.57%	41.0%	33.61%	20.13%	16.71%
Risk	19.57%	6.67%	7.91%	6.39%	2.05%	1.27%
Sharpe Ratio	12.81%	251.67%	140.56%	157.34%	370.96%	534.05%

^{_{Data as of 14-Dec-2025}}

Metric	Any 1Y SWP	Any 2Y 目↑ SWP	Any 3Y 目↑ SWP	Any 5Y 目↑ SWP	Any 7Y 目↑ SWP	Any 10Y 目↑ SWP
Minimum	-19.72%	22.0%	21.42%	23.15%	15.76%	12.67%
Median	9.51%	26.33%	22.2%	24.26%	16.24%	12.98%
Maximum	62.93%	30.41%	23.43%	25.71%	17.19%	13.82%
Risk	19.57%	2.74%	0.6%	0.79%	0.42%	0.38%
Sharpe Ratio	12.81%	704.81%	2538.15%	2179.28%	2176.48%	1568.78%

^{_{Data as of 14-Dec-2025}}

Fundwise SIP, Lumpsum and SWP returns

Rolling SIP returns (less than 1 year)

Fund	Any 1M SIP	Any 3M SIP	Any 6M SIP
Motilal Oswal Quant Fund	3.71%	-0.98%	5.09%
Sundaram Infrastructure Advantage Fund	-8.94%	7.99%	7.24%
UTI Banking And Financial Services Fund	10.47%	27.89%	16.23%
Shriram Multi Sector Rotation Fund	6.54%	2.84%	0.54%
Quant Consumption Fund	-5.57%	-3.92%	-2.7%
ICICI Prudential Exports Services Fund	13.33%	19.1%	11.83%
Sundaram Business Cycle Fund	17.92%	7.53%	12.67%
Motilal Oswal Business Cycle Fund	19.3%	22.41%	20.0%
UTI Quant Fund	18.19%	16.67%	12.04%
HSBC Business Cycles Fund	-14.14%	4.21%	-1.9%
Bajaj Finserv Banking And Financial Services Fund	0%	0%	0%
Canara Robeco Manufacturing Fund	24.18%	14.78%	13.77%
HDFC Manufacturing Fund	12.68%	11.24%	12.53%
UTI Transportation And Logistics Fund	3.38%	12.01%	29.13%
Sundaram Services Fund	-0.25%	13.07%	10.83%
Tata Business Cycle Fund	-8.38%	4.04%	4.55%
DSP Banking Financial Services Fund	20.96%	24.59%	24.03%
Franklin India Opportunities Fund	-11.57%	3.07%	8.68%
ICICI Prudential Banking And Financial Services Fund	13.38%	24.56%	14.16%
HDFC Transportation And Logistics Fund	24.13%	33.48%	36.22%
Mirae Asset Banking And Financial Services Fund	28.74%	42.36%	24.27%
Quantum Ethical Fund	5.14%	6.49%	13.53%
Mahindra Manulife Business Cycle Fund	14.14%	31.88%	16.86%
Tata India Pharma Healthcare Fund	-11.51%	-1.73%	3.77%
Bandhan Innovation Fund	35.71%	24.44%	24.27%
Edelweiss Technology Fund	17.15%	24.02%	23.17%
Tata Resources Energy Fund	-30.76%	-10.06%	-2.64%
ICICI Prudential Housing Opportunities Fund	-19.99%	1.3%	3.24%
360 One Quant Fund	6.48%	7.41%	7.01%
Taurus Infrastructure Fund	-31.74%	-5.2%	-1.31%
Kotak Banking Financial Services Fund	17.62%	25.04%	18.73%
Invesco India Technology Fund	11.57%	11.82%	19.61%
SBI Quant Fund	21.35%	18.91%	11.32%
LIC MF Consumption Fund	0%	0%	0%
Motilal Oswal Special Opportunities Fund	18.43%	9.6%	0%
DSP Quant Fund	24.26%	23.34%	17.26%
Tata Housing Opportunities Fund	-19.8%	-1.64%	-0.28%
DSP India Tiger Fund	-15.97%	-2.47%	1.07%
Kotak Manufacture In India Fund	-8.65%	7.46%	12.36%
ICICI Prudential Conglomerate Fund	-8.1%	0%	0%
Mahindra Manulife Banking Financial Services Fund	20.8%	36.77%	0%
Tata Digital India Fund	49.54%	31.38%	15.2%
Axis Business Cycles Fund	9.24%	12.65%	4.54%
DSP Business Cycle Fund	17.44%	17.1%	17.2%
Aditya Birla Sun Life Banking And Financial Services Fund	22.68%	35.68%	19.94%
SBI Technology Opportunities Fund	53.84%	42.99%	24.45%
ICICI Prudential Quality Fund	18.77%	12.25%	16.12%
HDFC Defence Fund	-23.38%	9.54%	36.5%
Franklin Build India Fund	-18.95%	3.89%	5.04%
ICICI Prudential Business Cycle Fund	13.66%	20.4%	18.11%
Whiteoak Capital Banking Financial Services Fund	17.1%	19.71%	20.8%
ICICI Prudential Rural Opportunities Fund	27.94%	25.22%	22.99%
Kotak Quant Fund	12.2%	12.44%	11.87%
Axis Services Opportunities Fund	3.72%	7.37%	0%
Whiteoak Capital Pharma And Heathcare Fund	24.7%	22.21%	23.71%
Motilal Oswal Services Fund	25.07%	27.74%	0%
Nippon India Mnc Fund	17.24%	21.77%	0%
Tata Banking And Financial Services Fund	13.55%	30.93%	18.05%
HDFC Pharma And Healthcare Fund	34.61%	24.23%	29.8%
HDFC Banking Financial Services Fund	30.35%	39.4%	21.12%
Baroda BNP Paribas Banking And Financial Services Fund	13.56%	28.2%	16.41%
Canara Robeco Infrastructure Fund	-31.03%	-7.93%	-1.77%
Motilal Oswal Innovation Opportunities Fund	56.5%	35.04%	34.75%
Baroda BNP Paribas India Consumption Fund	-8.09%	-3.78%	6.76%
SBI Healthcare Opportunities Fund	-15.39%	-1.78%	1.64%
Quant Teck Fund	-12.31%	-5.01%	-10.74%
Aditya Birla Sun Life Transportation And Logistics Fund	37.89%	42.84%	32.02%
SBI Energy Opportunities Fund	15.78%	7.13%	7.82%
Helios Financial Services Fund	18.77%	16.53%	17.96%
Whiteoak Capital Digital Bharat Fund	20.65%	13.18%	25.07%
Tata Infrastructure Fund	-25.7%	-12.97%	-8.55%
Quant PSU Fund	2.4%	5.0%	1.09%
Nippon India Us Equity Opportunities Fund	19.42%	14.11%	18.34%
Axis Quant Fund	21.02%	19.41%	11.26%
Nippon India Power Infra Fund	-28.35%	-3.87%	0.01%
LIC MF Infrastructure Fund	-30.93%	-8.84%	-3.17%
Axis Esg Integration Strategy Fund	5.22%	17.04%	11.68%
ICICI Prudential Commodities Fund	-24.19%	-7.74%	3.26%
ICICI Prudential Innovation Fund	20.99%	21.93%	18.76%
Kotak Infrastructure Economic Reform Fund	-23.15%	-3.68%	-0.6%
Bandhan Multi Factor Fund	15.03%	13.69%	0%
Taurus Ethical Fund	11.82%	11.38%	7.81%
Bandhan Financial Services Fund	25.86%	33.64%	21.26%
HSBC Financial Services Fund	34.75%	22.83%	16.11%
ICICI Prudential FMCG Fund	-22.9%	-11.26%	-5.06%
ICICI Prudential Us Bluechip Equity Fund	85.9%	37.2%	33.55%
Kotak Consumption Fund	30.56%	27.65%	23.51%
Invesco India PSU Equity Fund	-23.37%	12.17%	6.68%
LIC MF Banking And Financial Services Fund	23.92%	37.91%	23.09%
Aditya Birla Sun Life Special Opportunities Fund	25.69%	31.23%	26.31%
UTI India Consumer Fund	-5.04%	1.24%	9.83%
HSBC Infrastructure Fund	-2.72%	10.39%	13.81%
Taurus Banking Financial Services Fund	2.55%	16.93%	9.16%
Franklin India Technology Fund	23.18%	24.38%	16.45%
Motilal Oswal Active Momentum Fund	47.47%	38.77%	42.23%
HDFC Business Cycle Fund	1.93%	17.58%	17.71%
Axis India Manufacturing Fund	27.7%	22.99%	19.86%
Samco Active Momentum Fund	-6.94%	-5.92%	-1.15%
Edelweiss Business Cycle Fund	11.44%	-0.61%	9.84%
LIC MF Healthcare Fund	1.36%	13.77%	11.43%
SBI Automotive Opportunities Fund	10.59%	20.84%	24.58%
Union Active Momentum Fund	2.79%	3.9%	9.17%
ITI Bharat Consumption Fund	23.34%	19.65%	17.82%
Bandhan Transportation And Logistics Fund	37.82%	29.98%	35.37%
SBI Banking Financial Services Fund	27.62%	35.28%	24.7%
SBI Equity Minimum Variance Fund	6.6%	14.98%	13.19%
ICICI Prudential PSU Equity Fund	-18.76%	11.38%	9.31%
Franklin India Multi Factor Fund	0%	0%	0%
Motilal Oswal Manufacturing Fund	17.88%	17.17%	24.27%
Baroda BNP Paribas Health And Wellness Fund	-13.96%	-5.8%	0%
Tata Quant Fund	70.37%	-6.87%	-18.95%
Kotak Business Cycle Fund	-10.33%	-1.19%	5.6%
Nippon India Pharma Fund	-0.28%	3.03%	1.87%
Sundaram Multi Factor Fund	17.56%	22.15%	0%
Aditya Birla Sun Life PSU Equity Fund	-11.88%	21.36%	13.44%
Aditya Birla Sun Life Pharma And Healthcare Fund	-10.15%	-2.15%	2.27%
Kotak Healthcare Fund	20.82%	13.71%	17.99%
Quant Manufacturing Fund	-18.49%	12.62%	-1.07%
Bank India Consumption Fund	23.01%	29.92%	28.91%
SBI Innovative Opportunities Fund	2.11%	10.69%	12.44%
Baroda BNP Paribas Business Cycle Fund	18.82%	19.53%	12.44%
HSBC Consumption Fund	16.98%	25.24%	14.03%
Aditya Birla Sun Life Conglomerate Fund	11.55%	18.2%	14.69%
ITI Banking And Financial Services Fund	29.21%	44.47%	26.95%
Nippon India Consumption Fund	-15.98%	-9.25%	0.99%
Aditya Birla Sun Life Consumption Fund	-10.01%	-3.0%	4.33%
HDFC Innovation Fund	12.03%	16.23%	0%
Nippon India Quant Fund	7.82%	14.86%	11.7%
Aditya Birla Sun Life Quant Fund	15.45%	6.63%	14.53%
Kotak Transportation Logistics Fund	28.02%	49.04%	47.61%
Kotak Mnc Fund	17.24%	21.62%	27.38%
Nippon India Taiwan Equity Fund	48.73%	47.57%	89.22%
Tata India Innovation Fund	7.24%	13.83%	21.17%
Franklin Asian Equity Fund	-9.54%	23.75%	33.88%
ICICI Prudential Transportation And Logistics Fund	27.07%	28.59%	33.56%
Sundaram Financial Services Opportunities Fund	28.34%	42.91%	19.98%
ICICI Prudential Active Momentum Fund	17.19%	20.32%	0%
Samco Special Opportunities Fund	2.44%	0.1%	1.98%
ICICI Prudential Infrastructure Fund	-21.26%	0.2%	1.77%
Invesco India Esg Integration Strategy Fund	0.02%	9.31%	3.62%
ITI Pharma And Healthcare Fund	-25.2%	-7.1%	-3.32%
Quant Commodities Fund	25.35%	16.5%	9.22%
ICICI Prudential Esg Exclusionary Strategy Fund	-6.17%	8.75%	8.2%
Quant Momentum Fund	15.04%	15.15%	7.34%
Aditya Birla Sun Life Mnc Fund	-24.72%	-14.79%	-5.44%
LIC MF Manufacturing Fund	6.99%	10.54%	30.96%
Edelweiss Consumption Fund	23.77%	20.74%	20.5%
Whiteoak Capital Esg Best In Class Strategy Fund	15.22%	10.85%	19.73%
Baroda BNP Paribas Innovation Fund	36.35%	22.96%	19.4%
Kotak Rural Opportunities Fund	0%	0%	0%
Quantum Esg Best In Class Strategy Fund	2.86%	2.6%	3.35%
Invesco India Business Cycle Fund	33.34%	32.73%	31.34%
Invesco India Consumption Fund	-17.85%	0%	0%
Motilal Oswal Consumption Fund	-29.72%	0%	0%
Quant Healthcare Fund	1.02%	11.62%	10.97%
Bandhan Healthcare Fund	0%	0%	0%
ICICI Prudential Technology Fund	44.48%	32.93%	17.57%
Aditya Birla Sun Life International Equity B Fund	64.57%	53.84%	38.45%
UTI Innovation Fund	15.57%	11.37%	12.77%
Aditya Birla Sun Life Business Cycle Fund	-1.46%	15.37%	10.59%
PGIM India Healthcare Fund	6.12%	13.34%	13.03%
Axis Momentum Fund	15.49%	16.71%	15.04%
Aditya Birla Sun Life Manufacturing Equity Fund	-14.42%	6.66%	11.47%
Mirae Asset Great Consumer Fund	-16.8%	-6.65%	6.61%
HDFC Mnc Fund	14.57%	9.23%	6.05%
Baroda BNP Paribas Energy Opportunities Fund	26.17%	17.49%	11.01%
HSBC India Export Opportunities Fund	10.77%	9.02%	17.62%
Kotak Active Momentum Fund	10.84%	11.7%	0%
Axis Innovation Fund	-6.27%	3.27%	8.04%
Quant Infrastructure Fund	-24.08%	0.73%	4.14%
Kotak Pioneer Fund	-14.12%	-4.21%	6.66%
Mirae Asset Infrastructure Fund	0%	0%	0%
Invesco India Financial Services Fund	25.62%	36.09%	19.95%
SBI PSU Fund	-2.76%	27.85%	16.56%
Whiteoak Capital Special Opportunities Fund	28.44%	16.89%	18.75%
Aditya Birla Sun Life Infrastructure Fund	-18.16%	-1.2%	2.12%
HDFC Non Cyclical Consumer Fund	-9.94%	6.44%	17.73%
ICICI Prudential Mnc Fund	14.53%	15.44%	14.9%
HDFC Infrastructure Fund	-26.59%	-2.9%	0.17%
Bandhan Business Cycle Fund	13.53%	9.23%	17.95%
HDFC Housing Opportunities Fund	-24.36%	-3.24%	-0.83%
Bajaj Finserv Consumption Fund	0.82%	15.83%	14.76%
Aditya Birla Sun Life Esg Integration Strategy Fund	14.02%	22.04%	15.28%
Axis Consumption Fund	7.67%	12.91%	12.71%
Nippon India Banking Financial Services Fund	20.16%	35.46%	19.46%
Quant Bfsi Fund	21.58%	31.82%	31.85%
SBI Comma Fund	-25.54%	-2.58%	3.07%
SBI Esg Exclusionary Strategy Fund	14.25%	19.41%	13.31%
ICICI Prudential Energy Opportunities Fund	12.63%	2.96%	14.8%
UTI Mnc Fund	-8.23%	2.97%	9.98%
Baroda BNP Paribas Manufacturing Fund	8.94%	6.74%	17.5%
Invesco India Infrastructure Fund	-40.61%	-24.45%	-15.38%
Union Business Cycle Fund	18.65%	14.55%	11.53%
DSP Natural Resources And New Energy Fund	-13.18%	16.08%	18.01%
Quant Quantamental Fund	28.6%	27.38%	16.39%
Tata India Consumer Fund	-16.71%	-2.8%	6.7%
Aditya Birla Sun Life International Equity Fund	17.75%	21.41%	30.92%
Mirae Asset Healthcare Fund	-9.61%	-3.55%	1.78%
Union Innovation Opportunities Fund	14.7%	31.64%	26.95%
Nippon India Innovation Fund	19.62%	24.64%	15.44%
ICICI Prudential Bharat Consumption Fund	-17.26%	-5.14%	4.95%
Tata Ethical Fund	8.68%	8.37%	6.22%
Bank India Manufacturing Infrastructure Fund	-8.5%	7.98%	10.34%
HDFC Technology Fund	19.15%	23.18%	9.61%
Aditya Birla Sun Life Digital India Fund	53.62%	40.48%	19.15%
Edelweiss Recently Listed Ipo Fund	-24.93%	-15.12%	1.0%
SBI Mnc Fund	9.53%	7.88%	0.08%
Quant Business Cycle Fund	25.61%	27.69%	4.17%
Motilal Oswal Infrastructure Fund	34.21%	31.58%	20.86%
Nippon India Japan Equity Fund	7.82%	9.93%	21.11%
SBI Consumption Opportunities Fund	-20.66%	-10.6%	-2.14%
Aditya Birla Sun Life Commodity Equities Global Agri Fund	170.21%	62.76%	13.05%
Kotak Technology Fund	14.16%	15.1%	6.59%
Kotak Special Opportunities Fund	15.35%	4.39%	14.96%
Nippon India Active Momentum Fund	21.68%	13.01%	15.27%
Kotak Energy Opportunities Fund	9.11%	2.92%	4.02%
Quant Esg Integration Strategy Fund	7.76%	18.37%	9.04%
The Wealth Company Ethical Fund	-8.12%	0%	0%
ICICI Prudential Equity Minimum Variance Fund	15.77%	19.61%	16.26%
Mahindra Manulife Consumption Fund	-13.65%	-3.77%	6.82%
ICICI Prudential Quant Fund	9.69%	13.36%	9.87%
Mahindra Manulife Manufacturing Fund	7.41%	7.13%	15.65%
Bank India Business Cycle Fund	6.63%	7.14%	11.31%
Canara Robeco Consumer Trends Fund	-8.11%	2.14%	5.51%
UTI Infrastructure Fund	-13.0%	9.41%	5.01%
Bajaj Finserv Healthcare Fund	12.73%	14.67%	15.99%
Groww Banking Financial Services Fund	14.67%	14.45%	16.27%
Sundaram Consumption Fund	-20.93%	-4.2%	3.84%
UTI Healthcare Fund	-13.41%	-7.31%	-0.1%
Baroda BNP Paribas Business Conglomerates Fund	14.13%	0%	0%
Invesco India Manufacturing Fund	12.33%	8.75%	13.37%
Motilal Oswal Digital India Fund	11.45%	14.0%	28.78%
Kotak Esg Exclusionary Strategy Fund	8.9%	13.96%	12.74%
Whiteoak Capital Quality Equity Fund	19.86%	14.31%	10.78%
DSP Healthcare Fund	-0.88%	2.91%	5.28%
Bandhan Infrastructure Fund	-29.4%	-13.16%	-9.1%
SBI Infrastructure Fund	-4.87%	9.07%	2.73%

^{_{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 SIP	Any 3Y SIP	Any 5Y SIP
Motilal Oswal Quant Fund	1.87%	0%	0%
Sundaram Infrastructure Advantage Fund	12.61%	19.37%	16.84%
UTI Banking And Financial Services Fund	15.74%	16.28%	11.52%
Shriram Multi Sector Rotation Fund	0%	0%	0%
Quant Consumption Fund	-6.9%	0%	0%
ICICI Prudential Exports Services Fund	13.97%	18.74%	19.32%
Sundaram Business Cycle Fund	10.81%	0%	0%
Motilal Oswal Business Cycle Fund	18.16%	0%	0%
UTI Quant Fund	0%	0%	0%
HSBC Business Cycles Fund	32.33%	16.0%	0%
Bajaj Finserv Banking And Financial Services Fund	0%	0%	0%
Canara Robeco Manufacturing Fund	9.72%	0%	0%
HDFC Manufacturing Fund	11.86%	0%	0%
UTI Transportation And Logistics Fund	22.75%	20.47%	12.77%
Sundaram Services Fund	19.22%	24.94%	19.86%
Tata Business Cycle Fund	19.52%	14.58%	0%
DSP Banking Financial Services Fund	19.32%	0%	0%
Franklin India Opportunities Fund	13.97%	15.38%	14.84%
ICICI Prudential Banking And Financial Services Fund	18.6%	18.2%	15.14%
HDFC Transportation And Logistics Fund	18.67%	0%	0%
Mirae Asset Banking And Financial Services Fund	15.43%	20.04%	0%
Quantum Ethical Fund	0%	0%	0%
Mahindra Manulife Business Cycle Fund	5.87%	0%	0%
Tata India Pharma Healthcare Fund	3.88%	16.26%	19.67%
Bandhan Innovation Fund	15.63%	0%	0%
Edelweiss Technology Fund	5.76%	0%	0%
Tata Resources Energy Fund	14.99%	19.76%	22.05%
ICICI Prudential Housing Opportunities Fund	9.66%	15.22%	0%
360 One Quant Fund	18.53%	23.92%	0%
Taurus Infrastructure Fund	14.28%	16.33%	13.86%
Kotak Banking Financial Services Fund	19.0%	0%	0%
Invesco India Technology Fund	11.09%	0%	0%
SBI Quant Fund	0%	0%	0%
LIC MF Consumption Fund	0%	0%	0%
Motilal Oswal Special Opportunities Fund	0%	0%	0%
DSP Quant Fund	15.67%	11.26%	11.03%
Tata Housing Opportunities Fund	6.07%	10.97%	0%
DSP India Tiger Fund	7.9%	19.03%	23.54%
Kotak Manufacture In India Fund	22.05%	20.5%	0%
ICICI Prudential Conglomerate Fund	0%	0%	0%
Mahindra Manulife Banking Financial Services Fund	0%	0%	0%
Tata Digital India Fund	6.24%	17.93%	25.73%
Axis Business Cycles Fund	12.92%	0%	0%
DSP Business Cycle Fund	0%	0%	0%
Aditya Birla Sun Life Banking And Financial Services Fund	17.82%	18.67%	14.38%
SBI Technology Opportunities Fund	15.28%	16.8%	18.03%
ICICI Prudential Quality Fund	0%	0%	0%
HDFC Defence Fund	29.49%	0%	0%
Franklin Build India Fund	19.09%	21.35%	16.87%
ICICI Prudential Business Cycle Fund	17.44%	25.6%	0%
Whiteoak Capital Banking Financial Services Fund	19.55%	0%	0%
ICICI Prudential Rural Opportunities Fund	0%	0%	0%
Kotak Quant Fund	2.53%	0%	0%
Axis Services Opportunities Fund	0%	0%	0%
Whiteoak Capital Pharma And Heathcare Fund	15.6%	0%	0%
Motilal Oswal Services Fund	0%	0%	0%
Nippon India Mnc Fund	0%	0%	0%
Tata Banking And Financial Services Fund	20.92%	17.05%	15.94%
HDFC Pharma And Healthcare Fund	14.8%	0%	0%
HDFC Banking Financial Services Fund	22.99%	17.98%	0%
Baroda BNP Paribas Banking And Financial Services Fund	16.25%	14.7%	12.48%
Canara Robeco Infrastructure Fund	14.56%	21.15%	20.35%
Motilal Oswal Innovation Opportunities Fund	0%	0%	0%
Baroda BNP Paribas India Consumption Fund	22.18%	14.93%	0%
SBI Healthcare Opportunities Fund	7.48%	12.87%	14.45%
Quant Teck Fund	-5.67%	0%	0%
Aditya Birla Sun Life Transportation And Logistics Fund	4.19%	0%	0%
SBI Energy Opportunities Fund	2.96%	0%	0%
Helios Financial Services Fund	18.09%	0%	0%
Whiteoak Capital Digital Bharat Fund	19.05%	0%	0%
Tata Infrastructure Fund	1.85%	16.42%	18.16%
Quant PSU Fund	-5.73%	0%	0%
Nippon India Us Equity Opportunities Fund	16.78%	19.2%	15.34%
Axis Quant Fund	9.69%	11.49%	0%
Nippon India Power Infra Fund	10.34%	19.97%	22.92%
LIC MF Infrastructure Fund	7.64%	22.68%	24.69%
Axis Esg Integration Strategy Fund	11.3%	9.5%	11.91%
ICICI Prudential Commodities Fund	20.85%	20.22%	22.05%
ICICI Prudential Innovation Fund	16.5%	0%	0%
Kotak Infrastructure Economic Reform Fund	19.2%	17.15%	19.05%
Bandhan Multi Factor Fund	0%	0%	0%
Taurus Ethical Fund	13.52%	13.17%	13.96%
Bandhan Financial Services Fund	17.61%	0%	0%
HSBC Financial Services Fund	0%	0%	0%
ICICI Prudential FMCG Fund	16.69%	14.73%	13.6%
ICICI Prudential Us Bluechip Equity Fund	15.98%	15.28%	15.38%
Kotak Consumption Fund	10.56%	0%	0%
Invesco India PSU Equity Fund	18.15%	17.54%	12.5%
LIC MF Banking And Financial Services Fund	17.46%	8.73%	10.11%
Aditya Birla Sun Life Special Opportunities Fund	14.49%	21.13%	19.23%
UTI India Consumer Fund	11.66%	14.01%	13.49%
HSBC Infrastructure Fund	25.42%	14.38%	0%
Taurus Banking Financial Services Fund	17.68%	16.39%	14.88%
Franklin India Technology Fund	12.42%	17.65%	17.67%
Motilal Oswal Active Momentum Fund	0%	0%	0%
HDFC Business Cycle Fund	15.21%	11.94%	0%
Axis India Manufacturing Fund	5.92%	0%	0%
Samco Active Momentum Fund	1.37%	0%	0%
Edelweiss Business Cycle Fund	4.22%	0%	0%
LIC MF Healthcare Fund	7.08%	0%	0%
SBI Automotive Opportunities Fund	23.94%	0%	0%
Union Active Momentum Fund	0%	0%	0%
ITI Bharat Consumption Fund	0%	0%	0%
Bandhan Transportation And Logistics Fund	32.51%	25.0%	0%
SBI Banking Financial Services Fund	25.27%	20.31%	19.43%
SBI Equity Minimum Variance Fund	18.33%	17.24%	13.35%
ICICI Prudential PSU Equity Fund	35.92%	21.26%	0%
Franklin India Multi Factor Fund	0%	0%	0%
Motilal Oswal Manufacturing Fund	17.78%	0%	0%
Baroda BNP Paribas Health And Wellness Fund	0%	0%	0%
Tata Quant Fund	16.88%	15.7%	12.73%
Kotak Business Cycle Fund	13.33%	18.29%	0%
Nippon India Pharma Fund	5.81%	18.78%	17.63%
Sundaram Multi Factor Fund	0%	0%	0%
Aditya Birla Sun Life PSU Equity Fund	29.07%	31.62%	28.38%
Aditya Birla Sun Life Pharma And Healthcare Fund	18.94%	10.74%	17.06%
Kotak Healthcare Fund	6.24%	0%	0%
Quant Manufacturing Fund	-3.13%	0%	0%
Bank India Consumption Fund	0%	0%	0%
SBI Innovative Opportunities Fund	10.26%	0%	0%
Baroda BNP Paribas Business Cycle Fund	11.6%	14.96%	0%
HSBC Consumption Fund	10.36%	0%	0%
Aditya Birla Sun Life Conglomerate Fund	0%	0%	0%
ITI Banking And Financial Services Fund	17.74%	16.98%	0%
Nippon India Consumption Fund	14.27%	13.31%	13.5%
Aditya Birla Sun Life Consumption Fund	9.42%	14.54%	15.68%
HDFC Innovation Fund	0%	0%	0%
Nippon India Quant Fund	13.03%	17.73%	18.52%
Aditya Birla Sun Life Quant Fund	6.4%	0%	0%
Kotak Transportation Logistics Fund	0%	0%	0%
Kotak Mnc Fund	17.74%	0%	0%
Nippon India Taiwan Equity Fund	30.98%	41.37%	0%
Tata India Innovation Fund	8.62%	0%	0%
Franklin Asian Equity Fund	26.02%	17.91%	10.22%
ICICI Prudential Transportation And Logistics Fund	31.69%	27.15%	0%
Sundaram Financial Services Opportunities Fund	20.44%	18.38%	16.25%
ICICI Prudential Active Momentum Fund	0%	0%	0%
Samco Special Opportunities Fund	3.21%	0%	0%
ICICI Prudential Infrastructure Fund	12.61%	18.68%	21.95%
Invesco India Esg Integration Strategy Fund	0.19%	12.68%	0%
ITI Pharma And Healthcare Fund	4.07%	21.66%	0%
Quant Commodities Fund	-2.3%	0%	0%
ICICI Prudential Esg Exclusionary Strategy Fund	11.33%	18.96%	17.43%
Quant Momentum Fund	-0.86%	0%	0%
Aditya Birla Sun Life Mnc Fund	10.26%	11.89%	10.16%
LIC MF Manufacturing Fund	16.74%	0%	0%
Edelweiss Consumption Fund	0%	0%	0%
Whiteoak Capital Esg Best In Class Strategy Fund	13.48%	0%	0%
Baroda BNP Paribas Innovation Fund	6.31%	0%	0%
Kotak Rural Opportunities Fund	0%	0%	0%
Quantum Esg Best In Class Strategy Fund	12.86%	15.5%	14.45%
Invesco India Business Cycle Fund	0%	0%	0%
Invesco India Consumption Fund	0%	0%	0%
Motilal Oswal Consumption Fund	0%	0%	0%
Quant Healthcare Fund	3.3%	0%	0%
Bandhan Healthcare Fund	0%	0%	0%
ICICI Prudential Technology Fund	16.37%	16.07%	22.54%
Aditya Birla Sun Life International Equity B Fund	10.17%	11.5%	10.44%
UTI Innovation Fund	2.98%	0%	0%
Aditya Birla Sun Life Business Cycle Fund	12.62%	14.89%	0%
PGIM India Healthcare Fund	6.97%	0%	0%
Axis Momentum Fund	0%	0%	0%
Aditya Birla Sun Life Manufacturing Equity Fund	9.9%	17.61%	16.83%
Mirae Asset Great Consumer Fund	18.72%	15.54%	17.59%
HDFC Mnc Fund	8.33%	0%	0%
Baroda BNP Paribas Energy Opportunities Fund	0%	0%	0%
HSBC India Export Opportunities Fund	10.95%	0%	0%
Kotak Active Momentum Fund	0%	0%	0%
Axis Innovation Fund	0.65%	16.83%	0%
Quant Infrastructure Fund	7.21%	13.72%	20.75%
Kotak Pioneer Fund	26.89%	21.22%	19.9%
Mirae Asset Infrastructure Fund	0%	0%	0%
Invesco India Financial Services Fund	19.59%	17.28%	15.71%
SBI PSU Fund	14.32%	10.55%	6.28%
Whiteoak Capital Special Opportunities Fund	17.36%	0%	0%
Aditya Birla Sun Life Infrastructure Fund	15.15%	17.56%	13.22%
HDFC Non Cyclical Consumer Fund	8.09%	0%	0%
ICICI Prudential Mnc Fund	23.66%	19.46%	15.41%
HDFC Infrastructure Fund	15.49%	20.34%	16.96%
Bandhan Business Cycle Fund	12.91%	0%	0%
HDFC Housing Opportunities Fund	19.15%	12.83%	16.5%
Bajaj Finserv Consumption Fund	1.01%	0%	0%
Aditya Birla Sun Life Esg Integration Strategy Fund	12.18%	15.66%	0%
Axis Consumption Fund	10.86%	0%	0%
Nippon India Banking Financial Services Fund	21.32%	18.81%	19.23%
Quant Bfsi Fund	19.13%	0%	0%
SBI Comma Fund	12.69%	17.24%	16.39%
SBI Esg Exclusionary Strategy Fund	13.22%	13.9%	14.33%
ICICI Prudential Energy Opportunities Fund	11.67%	0%	0%
UTI Mnc Fund	13.03%	13.27%	12.97%
Baroda BNP Paribas Manufacturing Fund	11.94%	0%	0%
Invesco India Infrastructure Fund	9.39%	17.92%	21.11%
Union Business Cycle Fund	5.17%	0%	0%
DSP Natural Resources And New Energy Fund	18.75%	20.57%	19.48%
Quant Quantamental Fund	19.89%	20.81%	0%
Tata India Consumer Fund	16.37%	18.06%	18.59%
Aditya Birla Sun Life International Equity Fund	9.02%	9.82%	10.07%
Mirae Asset Healthcare Fund	19.77%	19.96%	21.93%
Union Innovation Opportunities Fund	11.39%	0%	0%
Nippon India Innovation Fund	11.82%	0%	0%
ICICI Prudential Bharat Consumption Fund	18.91%	20.09%	16.93%
Tata Ethical Fund	12.66%	13.69%	14.74%
Bank India Manufacturing Infrastructure Fund	18.07%	16.58%	17.55%
HDFC Technology Fund	4.56%	0%	0%
Aditya Birla Sun Life Digital India Fund	11.34%	17.41%	21.39%
Edelweiss Recently Listed Ipo Fund	8.88%	17.84%	0%
SBI Mnc Fund	14.01%	14.12%	14.37%
Quant Business Cycle Fund	-2.77%	0%	0%
Motilal Oswal Infrastructure Fund	0%	0%	0%
Nippon India Japan Equity Fund	8.36%	8.42%	7.99%
SBI Consumption Opportunities Fund	17.29%	18.76%	17.49%
Aditya Birla Sun Life Commodity Equities Global Agri Fund	6.97%	5.74%	6.65%
Kotak Technology Fund	-2.78%	0%	0%
Kotak Special Opportunities Fund	7.41%	0%	0%
Nippon India Active Momentum Fund	0%	0%	0%
Kotak Energy Opportunities Fund	0%	0%	0%
Quant Esg Integration Strategy Fund	22.68%	24.37%	18.27%
The Wealth Company Ethical Fund	0%	0%	0%
ICICI Prudential Equity Minimum Variance Fund	16.88%	0%	0%
Mahindra Manulife Consumption Fund	16.0%	18.76%	16.2%
ICICI Prudential Quant Fund	11.88%	18.83%	0%
Mahindra Manulife Manufacturing Fund	11.52%	0%	0%
Bank India Business Cycle Fund	4.81%	0%	0%
Canara Robeco Consumer Trends Fund	10.03%	18.37%	17.05%
UTI Infrastructure Fund	9.73%	16.27%	17.26%
Bajaj Finserv Healthcare Fund	0%	0%	0%
Groww Banking Financial Services Fund	15.11%	0%	0%
Sundaram Consumption Fund	17.56%	17.44%	12.5%
UTI Healthcare Fund	4.65%	9.08%	13.45%
Baroda BNP Paribas Business Conglomerates Fund	0%	0%	0%
Invesco India Manufacturing Fund	8.41%	0%	0%
Motilal Oswal Digital India Fund	16.8%	0%	0%
Kotak Esg Exclusionary Strategy Fund	11.61%	16.15%	0%
Whiteoak Capital Quality Equity Fund	0%	0%	0%
DSP Healthcare Fund	27.23%	16.84%	18.6%
Bandhan Infrastructure Fund	12.75%	23.99%	18.89%
SBI Infrastructure Fund	7.73%	17.64%	19.65%

^{_{Data as of 14-Dec-2025}}

SIP Calculator Fund: Duration: 1 Year 3 Years 5 Years SIP Amount (₹):

Rolling Lumpsum returns

Fund	Any 1Y	Any 3Y	Any 5Y
Motilal Oswal Quant Fund	-7.8%	0%	0%
Sundaram Infrastructure Advantage Fund	10.21%	15.27%	12.91%
UTI Banking And Financial Services Fund	12.24%	12.58%	10.25%
Shriram Multi Sector Rotation Fund	0%	0%	0%
Quant Consumption Fund	-8.13%	0%	0%
ICICI Prudential Exports Services Fund	7.73%	19.76%	22.38%
Sundaram Business Cycle Fund	6.23%	0%	0%
Motilal Oswal Business Cycle Fund	14.31%	0%	0%
UTI Quant Fund	0%	0%	0%
HSBC Business Cycles Fund	32.99%	20.16%	0%
Bajaj Finserv Banking And Financial Services Fund	0%	0%	0%
Canara Robeco Manufacturing Fund	1.71%	0%	0%
HDFC Manufacturing Fund	0.77%	0%	0%
UTI Transportation And Logistics Fund	17.07%	16.54%	10.47%
Sundaram Services Fund	16.55%	26.64%	22.44%
Tata Business Cycle Fund	13.02%	17.98%	0%
DSP Banking Financial Services Fund	19.45%	0%	0%
Franklin India Opportunities Fund	11.46%	14.24%	13.35%
ICICI Prudential Banking And Financial Services Fund	15.42%	16.89%	14.82%
HDFC Transportation And Logistics Fund	12.14%	0%	0%
Mirae Asset Banking And Financial Services Fund	11.06%	18.55%	0%
Quantum Ethical Fund	0%	0%	0%
Mahindra Manulife Business Cycle Fund	5.22%	0%	0%
Tata India Pharma Healthcare Fund	4.54%	19.74%	15.23%
Bandhan Innovation Fund	11.3%	0%	0%
Edelweiss Technology Fund	4.89%	0%	0%
Tata Resources Energy Fund	15.77%	18.77%	20.39%
ICICI Prudential Housing Opportunities Fund	5.41%	17.83%	0%
360 One Quant Fund	23.36%	24.56%	0%
Taurus Infrastructure Fund	12.88%	14.41%	12.55%
Kotak Banking Financial Services Fund	17.5%	0%	0%
Invesco India Technology Fund	-0.25%	0%	0%
SBI Quant Fund	0%	0%	0%
LIC MF Consumption Fund	0%	0%	0%
Motilal Oswal Special Opportunities Fund	0%	0%	0%
DSP Quant Fund	14.13%	17.07%	12.67%
Tata Housing Opportunities Fund	-3.31%	15.61%	0%
DSP India Tiger Fund	-3.69%	24.89%	29.79%
Kotak Manufacture In India Fund	19.78%	21.59%	0%
ICICI Prudential Conglomerate Fund	0%	0%	0%
Mahindra Manulife Banking Financial Services Fund	0%	0%	0%
Tata Digital India Fund	12.12%	18.48%	24.11%
Axis Business Cycles Fund	14.59%	0%	0%
DSP Business Cycle Fund	0%	0%	0%
Aditya Birla Sun Life Banking And Financial Services Fund	15.82%	16.19%	13.11%
SBI Technology Opportunities Fund	13.23%	17.61%	21.74%
ICICI Prudential Quality Fund	0%	0%	0%
HDFC Defence Fund	19.52%	0%	0%
Franklin Build India Fund	13.69%	17.0%	14.53%
ICICI Prudential Business Cycle Fund	16.35%	24.68%	0%
Whiteoak Capital Banking Financial Services Fund	16.1%	0%	0%
ICICI Prudential Rural Opportunities Fund	0%	0%	0%
Kotak Quant Fund	0.05%	0%	0%
Axis Services Opportunities Fund	0%	0%	0%
Whiteoak Capital Pharma And Heathcare Fund	23.85%	0%	0%
Motilal Oswal Services Fund	0%	0%	0%
Nippon India Mnc Fund	0%	0%	0%
Tata Banking And Financial Services Fund	15.57%	14.67%	13.42%
HDFC Pharma And Healthcare Fund	28.51%	0%	0%
HDFC Banking Financial Services Fund	13.44%	17.24%	0%
Baroda BNP Paribas Banking And Financial Services Fund	11.72%	11.87%	11.74%
Canara Robeco Infrastructure Fund	15.45%	22.47%	15.34%
Motilal Oswal Innovation Opportunities Fund	0%	0%	0%
Baroda BNP Paribas India Consumption Fund	14.55%	17.38%	0%
SBI Healthcare Opportunities Fund	5.61%	18.26%	11.37%
Quant Teck Fund	-0.74%	0%	0%
Aditya Birla Sun Life Transportation And Logistics Fund	0.14%	0%	0%
SBI Energy Opportunities Fund	-3.62%	0%	0%
Helios Financial Services Fund	12.35%	0%	0%
Whiteoak Capital Digital Bharat Fund	10.83%	0%	0%
Tata Infrastructure Fund	5.6%	17.75%	21.45%
Quant PSU Fund	-8.21%	0%	0%
Nippon India Us Equity Opportunities Fund	10.02%	20.86%	13.55%
Axis Quant Fund	-0.58%	14.37%	0%
Nippon India Power Infra Fund	1.39%	21.65%	21.08%
LIC MF Infrastructure Fund	-0.96%	26.32%	29.13%
Axis Esg Integration Strategy Fund	12.02%	17.34%	13.23%
ICICI Prudential Commodities Fund	12.06%	24.61%	33.12%
ICICI Prudential Innovation Fund	15.6%	0%	0%
Kotak Infrastructure Economic Reform Fund	15.03%	12.45%	12.6%
Bandhan Multi Factor Fund	0%	0%	0%
Taurus Ethical Fund	12.94%	15.24%	16.51%
Bandhan Financial Services Fund	15.88%	0%	0%
HSBC Financial Services Fund	0%	0%	0%
ICICI Prudential FMCG Fund	16.42%	13.98%	13.49%
ICICI Prudential Us Bluechip Equity Fund	13.35%	15.94%	15.34%
Kotak Consumption Fund	13.43%	0%	0%
Invesco India PSU Equity Fund	14.69%	13.8%	11.26%
LIC MF Banking And Financial Services Fund	10.44%	7.66%	7.4%
Aditya Birla Sun Life Special Opportunities Fund	13.62%	19.56%	20.85%
UTI India Consumer Fund	10.99%	12.52%	12.21%
HSBC Infrastructure Fund	39.78%	22.34%	0%
Taurus Banking Financial Services Fund	13.88%	12.99%	12.93%
Franklin India Technology Fund	13.8%	18.35%	18.58%
Motilal Oswal Active Momentum Fund	0%	0%	0%
HDFC Business Cycle Fund	22.58%	14.93%	0%
Axis India Manufacturing Fund	4.36%	0%	0%
Samco Active Momentum Fund	8.9%	0%	0%
Edelweiss Business Cycle Fund	-8.88%	0%	0%
LIC MF Healthcare Fund	18.52%	0%	0%
SBI Automotive Opportunities Fund	-2.89%	0%	0%
Union Active Momentum Fund	0%	0%	0%
ITI Bharat Consumption Fund	0%	0%	0%
Bandhan Transportation And Logistics Fund	30.57%	26.82%	0%
SBI Banking Financial Services Fund	18.56%	17.16%	17.59%
SBI Equity Minimum Variance Fund	13.86%	19.35%	16.01%
ICICI Prudential PSU Equity Fund	31.38%	27.43%	0%
Franklin India Multi Factor Fund	0%	0%	0%
Motilal Oswal Manufacturing Fund	10.47%	0%	0%
Baroda BNP Paribas Health And Wellness Fund	0%	0%	0%
Tata Quant Fund	21.57%	15.47%	17.82%
Kotak Business Cycle Fund	7.7%	18.54%	0%
Nippon India Pharma Fund	0.82%	22.42%	17.3%
Sundaram Multi Factor Fund	0%	0%	0%
Aditya Birla Sun Life PSU Equity Fund	29.93%	34.24%	32.3%
Aditya Birla Sun Life Pharma And Healthcare Fund	19.16%	17.59%	16.2%
Kotak Healthcare Fund	13.32%	0%	0%
Quant Manufacturing Fund	-5.6%	0%	0%
Bank India Consumption Fund	0%	0%	0%
SBI Innovative Opportunities Fund	-0.36%	0%	0%
Baroda BNP Paribas Business Cycle Fund	13.68%	17.02%	0%
HSBC Consumption Fund	8.95%	0%	0%
Aditya Birla Sun Life Conglomerate Fund	0%	0%	0%
ITI Banking And Financial Services Fund	15.8%	15.51%	0%
Nippon India Consumption Fund	13.51%	12.0%	12.5%
Aditya Birla Sun Life Consumption Fund	5.74%	15.87%	18.62%
HDFC Innovation Fund	0%	0%	0%
Nippon India Quant Fund	6.3%	19.1%	21.56%
Aditya Birla Sun Life Quant Fund	-4.2%	0%	0%
Kotak Transportation Logistics Fund	0%	0%	0%
Kotak Mnc Fund	7.08%	0%	0%
Nippon India Taiwan Equity Fund	2.03%	36.88%	0%
Tata India Innovation Fund	-1.46%	0%	0%
Franklin Asian Equity Fund	18.68%	12.13%	3.76%
ICICI Prudential Transportation And Logistics Fund	33.29%	29.43%	0%
Sundaram Financial Services Opportunities Fund	15.33%	16.34%	15.59%
ICICI Prudential Active Momentum Fund	0%	0%	0%
Samco Special Opportunities Fund	-11.84%	0%	0%
ICICI Prudential Infrastructure Fund	10.93%	19.1%	15.19%
Invesco India Esg Integration Strategy Fund	0.34%	14.47%	0%
ITI Pharma And Healthcare Fund	11.36%	21.02%	0%
Quant Commodities Fund	-0.52%	0%	0%
ICICI Prudential Esg Exclusionary Strategy Fund	7.5%	19.49%	17.67%
Quant Momentum Fund	-3.34%	0%	0%
Aditya Birla Sun Life Mnc Fund	7.74%	10.95%	11.11%
LIC MF Manufacturing Fund	4.61%	0%	0%
Edelweiss Consumption Fund	0%	0%	0%
Whiteoak Capital Esg Best In Class Strategy Fund	8.35%	0%	0%
Baroda BNP Paribas Innovation Fund	3.43%	0%	0%
Kotak Rural Opportunities Fund	0%	0%	0%
Quantum Esg Best In Class Strategy Fund	12.68%	14.65%	17.21%
Invesco India Business Cycle Fund	0%	0%	0%
Invesco India Consumption Fund	0%	0%	0%
Motilal Oswal Consumption Fund	0%	0%	0%
Quant Healthcare Fund	9.3%	0%	0%
Bandhan Healthcare Fund	0%	0%	0%
ICICI Prudential Technology Fund	15.98%	15.48%	22.53%
Aditya Birla Sun Life International Equity B Fund	9.72%	11.27%	9.62%
UTI Innovation Fund	1.06%	0%	0%
Aditya Birla Sun Life Business Cycle Fund	9.82%	14.3%	0%
PGIM India Healthcare Fund	1.41%	0%	0%
Axis Momentum Fund	0%	0%	0%
Aditya Birla Sun Life Manufacturing Equity Fund	9.43%	19.32%	17.85%
Mirae Asset Great Consumer Fund	15.89%	17.92%	21.06%
HDFC Mnc Fund	4.17%	0%	0%
Baroda BNP Paribas Energy Opportunities Fund	0%	0%	0%
HSBC India Export Opportunities Fund	2.01%	0%	0%
Kotak Active Momentum Fund	0%	0%	0%
Axis Innovation Fund	4.1%	17.92%	0%
Quant Infrastructure Fund	-1.61%	17.67%	30.3%
Kotak Pioneer Fund	20.58%	23.77%	22.08%
Mirae Asset Infrastructure Fund	0%	0%	0%
Invesco India Financial Services Fund	15.78%	16.63%	16.27%
SBI PSU Fund	10.21%	7.23%	5.14%
Whiteoak Capital Special Opportunities Fund	12.74%	0%	0%
Aditya Birla Sun Life Infrastructure Fund	11.68%	14.1%	10.49%
HDFC Non Cyclical Consumer Fund	11.13%	0%	0%
ICICI Prudential Mnc Fund	14.37%	18.61%	21.76%
HDFC Infrastructure Fund	5.59%	22.54%	13.64%
Bandhan Business Cycle Fund	5.92%	0%	0%
HDFC Housing Opportunities Fund	15.01%	17.12%	19.34%
Bajaj Finserv Consumption Fund	-4.85%	0%	0%
Aditya Birla Sun Life Esg Integration Strategy Fund	5.22%	15.34%	0%
Axis Consumption Fund	2.69%	0%	0%
Nippon India Banking Financial Services Fund	14.71%	18.32%	22.24%
Quant Bfsi Fund	7.91%	0%	0%
SBI Comma Fund	9.24%	16.18%	17.48%
SBI Esg Exclusionary Strategy Fund	10.24%	14.22%	14.98%
ICICI Prudential Energy Opportunities Fund	2.15%	0%	0%
UTI Mnc Fund	10.18%	13.15%	12.05%
Baroda BNP Paribas Manufacturing Fund	-0.24%	0%	0%
Invesco India Infrastructure Fund	10.73%	23.07%	20.66%
Union Business Cycle Fund	0.38%	0%	0%
DSP Natural Resources And New Energy Fund	10.57%	20.45%	19.09%
Quant Quantamental Fund	22.8%	26.07%	0%
Tata India Consumer Fund	17.44%	19.11%	19.36%
Aditya Birla Sun Life International Equity Fund	9.33%	10.25%	9.63%
Mirae Asset Healthcare Fund	18.35%	29.23%	20.69%
Union Innovation Opportunities Fund	10.92%	0%	0%
Nippon India Innovation Fund	6.67%	0%	0%
ICICI Prudential Bharat Consumption Fund	16.66%	18.74%	19.6%
Tata Ethical Fund	10.64%	13.02%	15.57%
Bank India Manufacturing Infrastructure Fund	15.0%	15.8%	15.02%
HDFC Technology Fund	16.84%	0%	0%
Aditya Birla Sun Life Digital India Fund	14.68%	18.83%	20.75%
Edelweiss Recently Listed Ipo Fund	3.39%	15.05%	0%
SBI Mnc Fund	12.04%	15.4%	13.69%
Quant Business Cycle Fund	1.44%	0%	0%
Motilal Oswal Infrastructure Fund	0%	0%	0%
Nippon India Japan Equity Fund	8.39%	8.27%	7.28%
SBI Consumption Opportunities Fund	17.82%	17.36%	16.71%
Aditya Birla Sun Life Commodity Equities Global Agri Fund	6.63%	5.19%	6.44%
Kotak Technology Fund	0.09%	0%	0%
Kotak Special Opportunities Fund	-3.28%	0%	0%
Nippon India Active Momentum Fund	0%	0%	0%
Kotak Energy Opportunities Fund	0%	0%	0%
Quant Esg Integration Strategy Fund	21.65%	25.65%	27.14%
The Wealth Company Ethical Fund	0%	0%	0%
ICICI Prudential Equity Minimum Variance Fund	11.24%	0%	0%
Mahindra Manulife Consumption Fund	11.48%	15.88%	18.82%
ICICI Prudential Quant Fund	11.75%	17.34%	0%
Mahindra Manulife Manufacturing Fund	-0.9%	0%	0%
Bank India Business Cycle Fund	-6.37%	0%	0%
Canara Robeco Consumer Trends Fund	7.48%	17.59%	20.19%
UTI Infrastructure Fund	3.71%	17.83%	16.52%
Bajaj Finserv Healthcare Fund	0%	0%	0%
Groww Banking Financial Services Fund	9.49%	0%	0%
Sundaram Consumption Fund	14.87%	16.18%	12.28%
UTI Healthcare Fund	4.59%	15.54%	11.81%
Baroda BNP Paribas Business Conglomerates Fund	0%	0%	0%
Invesco India Manufacturing Fund	1.16%	0%	0%
Motilal Oswal Digital India Fund	4.39%	0%	0%
Kotak Esg Exclusionary Strategy Fund	10.4%	14.77%	0%
Whiteoak Capital Quality Equity Fund	0%	0%	0%
DSP Healthcare Fund	23.39%	28.13%	17.94%
Bandhan Infrastructure Fund	11.75%	20.3%	15.29%
SBI Infrastructure Fund	8.57%	20.87%	18.33%

^{_{Data as of 14-Dec-2025}}

Rolling SWP returns

Fund	Any 1Y SWP	Any 3Y SWP	Any 5Y SWP
Motilal Oswal Quant Fund	-15.92%	0%	0%
Sundaram Infrastructure Advantage Fund	13.59%	12.32%	9.74%
UTI Banking And Financial Services Fund	10.01%	10.23%	10.66%
Shriram Multi Sector Rotation Fund	0%	0%	0%
Quant Consumption Fund	-7.37%	0%	0%
ICICI Prudential Exports Services Fund	1.22%	20.65%	26.72%
Sundaram Business Cycle Fund	1.95%	0%	0%
Motilal Oswal Business Cycle Fund	11.84%	0%	0%
UTI Quant Fund	0%	0%	0%
HSBC Business Cycles Fund	37.37%	25.25%	0%
Bajaj Finserv Banking And Financial Services Fund	0%	0%	0%
Canara Robeco Manufacturing Fund	-6.73%	0%	0%
HDFC Manufacturing Fund	-6.7%	0%	0%
UTI Transportation And Logistics Fund	11.88%	16.01%	10.23%
Sundaram Services Fund	15.51%	17.94%	28.35%
Tata Business Cycle Fund	9.12%	22.71%	0%
DSP Banking Financial Services Fund	20.03%	0%	0%
Franklin India Opportunities Fund	10.24%	12.55%	8.71%
ICICI Prudential Banking And Financial Services Fund	11.78%	15.73%	15.91%
HDFC Transportation And Logistics Fund	21.37%	0%	0%
Mirae Asset Banking And Financial Services Fund	10.74%	16.67%	0%
Quantum Ethical Fund	0%	0%	0%
Mahindra Manulife Business Cycle Fund	17.42%	0%	0%
Tata India Pharma Healthcare Fund	4.75%	13.63%	10.15%
Bandhan Innovation Fund	6.75%	0%	0%
Edelweiss Technology Fund	3.1%	0%	0%
Tata Resources Energy Fund	12.77%	18.08%	16.48%
ICICI Prudential Housing Opportunities Fund	8.14%	21.14%	0%
360 One Quant Fund	22.48%	27.63%	0%
Taurus Infrastructure Fund	9.35%	12.9%	10.58%
Kotak Banking Financial Services Fund	19.37%	0%	0%
Invesco India Technology Fund	-8.6%	0%	0%
SBI Quant Fund	0%	0%	0%
LIC MF Consumption Fund	0%	0%	0%
Motilal Oswal Special Opportunities Fund	0%	0%	0%
DSP Quant Fund	10.86%	23.04%	14.55%
Tata Housing Opportunities Fund	6.18%	22.12%	0%
DSP India Tiger Fund	-13.39%	33.51%	39.78%
Kotak Manufacture In India Fund	22.07%	23.81%	0%
ICICI Prudential Conglomerate Fund	0%	0%	0%
Mahindra Manulife Banking Financial Services Fund	0%	0%	0%
Tata Digital India Fund	3.45%	20.19%	29.43%
Axis Business Cycles Fund	30.97%	0%	0%
DSP Business Cycle Fund	0%	0%	0%
Aditya Birla Sun Life Banking And Financial Services Fund	13.5%	13.89%	14.18%
SBI Technology Opportunities Fund	12.54%	16.3%	22.8%
ICICI Prudential Quality Fund	0%	0%	0%
HDFC Defence Fund	58.59%	0%	0%
Franklin Build India Fund	14.36%	13.6%	9.98%
ICICI Prudential Business Cycle Fund	17.92%	20.95%	0%
Whiteoak Capital Banking Financial Services Fund	15.26%	0%	0%
ICICI Prudential Rural Opportunities Fund	0%	0%	0%
Kotak Quant Fund	11.87%	0%	0%
Axis Services Opportunities Fund	0%	0%	0%
Whiteoak Capital Pharma And Heathcare Fund	33.0%	0%	0%
Motilal Oswal Services Fund	0%	0%	0%
Nippon India Mnc Fund	0%	0%	0%
Tata Banking And Financial Services Fund	16.73%	12.33%	12.43%
HDFC Pharma And Healthcare Fund	44.24%	0%	0%
HDFC Banking Financial Services Fund	9.01%	16.42%	0%
Baroda BNP Paribas Banking And Financial Services Fund	8.62%	9.32%	10.3%
Canara Robeco Infrastructure Fund	10.76%	16.97%	13.29%
Motilal Oswal Innovation Opportunities Fund	0%	0%	0%
Baroda BNP Paribas India Consumption Fund	8.74%	20.52%	0%
SBI Healthcare Opportunities Fund	7.98%	14.36%	7.75%
Quant Teck Fund	12.07%	0%	0%
Aditya Birla Sun Life Transportation And Logistics Fund	2.29%	0%	0%
SBI Energy Opportunities Fund	-8.95%	0%	0%
Helios Financial Services Fund	6.89%	0%	0%
Whiteoak Capital Digital Bharat Fund	4.47%	0%	0%
Tata Infrastructure Fund	6.75%	20.86%	14.72%
Quant PSU Fund	-14.12%	0%	0%
Nippon India Us Equity Opportunities Fund	6.18%	23.7%	11.61%
Axis Quant Fund	0.52%	18.18%	0%
Nippon India Power Infra Fund	1.8%	21.66%	13.99%
LIC MF Infrastructure Fund	-11.26%	33.6%	34.3%
Axis Esg Integration Strategy Fund	17.26%	26.48%	14.45%
ICICI Prudential Commodities Fund	7.01%	21.55%	48.65%
ICICI Prudential Innovation Fund	34.99%	0%	0%
Kotak Infrastructure Economic Reform Fund	13.15%	9.71%	7.54%
Bandhan Multi Factor Fund	0%	0%	0%
Taurus Ethical Fund	10.78%	17.3%	20.0%
Bandhan Financial Services Fund	20.61%	0%	0%
HSBC Financial Services Fund	0%	0%	0%
ICICI Prudential FMCG Fund	14.76%	12.56%	12.68%
ICICI Prudential Us Bluechip Equity Fund	13.45%	16.11%	16.36%
Kotak Consumption Fund	29.17%	0%	0%
Invesco India PSU Equity Fund	11.3%	12.77%	9.99%
LIC MF Banking And Financial Services Fund	5.57%	3.53%	3.99%
Aditya Birla Sun Life Special Opportunities Fund	18.3%	17.6%	22.69%
UTI India Consumer Fund	9.69%	12.57%	11.88%
HSBC Infrastructure Fund	44.7%	33.01%	0%
Taurus Banking Financial Services Fund	10.94%	9.92%	11.1%
Franklin India Technology Fund	17.91%	17.42%	19.3%
Motilal Oswal Active Momentum Fund	0%	0%	0%
HDFC Business Cycle Fund	20.81%	18.45%	0%
Axis India Manufacturing Fund	1.01%	0%	0%
Samco Active Momentum Fund	23.19%	0%	0%
Edelweiss Business Cycle Fund	-17.84%	0%	0%
LIC MF Healthcare Fund	33.85%	0%	0%
SBI Automotive Opportunities Fund	-14.12%	0%	0%
Union Active Momentum Fund	0%	0%	0%
ITI Bharat Consumption Fund	0%	0%	0%
Bandhan Transportation And Logistics Fund	33.09%	29.11%	0%
SBI Banking Financial Services Fund	11.99%	13.77%	16.46%
SBI Equity Minimum Variance Fund	9.78%	18.26%	19.53%
ICICI Prudential PSU Equity Fund	18.5%	35.93%	0%
Franklin India Multi Factor Fund	0%	0%	0%
Motilal Oswal Manufacturing Fund	1.7%	0%	0%
Baroda BNP Paribas Health And Wellness Fund	0%	0%	0%
Tata Quant Fund	23.79%	11.82%	24.98%
Kotak Business Cycle Fund	0.34%	19.16%	0%
Nippon India Pharma Fund	-0.05%	26.79%	17.13%
Sundaram Multi Factor Fund	0%	0%	0%
Aditya Birla Sun Life PSU Equity Fund	30.36%	35.0%	39.48%
Aditya Birla Sun Life Pharma And Healthcare Fund	20.41%	30.32%	15.12%
Kotak Healthcare Fund	24.15%	0%	0%
Quant Manufacturing Fund	13.23%	0%	0%
Bank India Consumption Fund	0%	0%	0%
SBI Innovative Opportunities Fund	-10.43%	0%	0%
Baroda BNP Paribas Business Cycle Fund	8.84%	19.31%	0%
HSBC Consumption Fund	25.3%	0%	0%
Aditya Birla Sun Life Conglomerate Fund	0%	0%	0%
ITI Banking And Financial Services Fund	14.3%	13.35%	0%
Nippon India Consumption Fund	11.26%	12.19%	9.25%
Aditya Birla Sun Life Consumption Fund	1.14%	16.96%	22.29%
HDFC Innovation Fund	0%	0%	0%
Nippon India Quant Fund	-0.58%	22.31%	24.44%
Aditya Birla Sun Life Quant Fund	-11.66%	0%	0%
Kotak Transportation Logistics Fund	0%	0%	0%
Kotak Mnc Fund	-2.59%	0%	0%
Nippon India Taiwan Equity Fund	-17.11%	31.57%	0%
Tata India Innovation Fund	-10.31%	0%	0%
Franklin Asian Equity Fund	13.44%	7.72%	-2.7%
ICICI Prudential Transportation And Logistics Fund	40.46%	32.14%	0%
Sundaram Financial Services Opportunities Fund	12.09%	13.53%	13.0%
ICICI Prudential Active Momentum Fund	0%	0%	0%
Samco Special Opportunities Fund	-23.02%	0%	0%
ICICI Prudential Infrastructure Fund	16.0%	20.78%	14.06%
Invesco India Esg Integration Strategy Fund	2.29%	16.38%	0%
ITI Pharma And Healthcare Fund	10.45%	24.71%	0%
Quant Commodities Fund	4.94%	0%	0%
ICICI Prudential Esg Exclusionary Strategy Fund	8.56%	21.8%	17.99%
Quant Momentum Fund	-3.5%	0%	0%
Aditya Birla Sun Life Mnc Fund	10.08%	9.64%	9.08%
LIC MF Manufacturing Fund	-6.73%	0%	0%
Edelweiss Consumption Fund	0%	0%	0%
Whiteoak Capital Esg Best In Class Strategy Fund	3.36%	0%	0%
Baroda BNP Paribas Innovation Fund	-1.36%	0%	0%
Kotak Rural Opportunities Fund	0%	0%	0%
Quantum Esg Best In Class Strategy Fund	16.34%	15.46%	18.38%
Invesco India Business Cycle Fund	0%	0%	0%
Invesco India Consumption Fund	0%	0%	0%
Motilal Oswal Consumption Fund	0%	0%	0%
Quant Healthcare Fund	26.72%	0%	0%
Bandhan Healthcare Fund	0%	0%	0%
ICICI Prudential Technology Fund	15.66%	17.64%	21.08%
Aditya Birla Sun Life International Equity B Fund	8.3%	10.0%	8.67%
UTI Innovation Fund	15.02%	0%	0%
Aditya Birla Sun Life Business Cycle Fund	6.38%	14.41%	0%
PGIM India Healthcare Fund	-3.9%	0%	0%
Axis Momentum Fund	0%	0%	0%
Aditya Birla Sun Life Manufacturing Equity Fund	4.1%	21.47%	19.12%
Mirae Asset Great Consumer Fund	13.5%	21.31%	26.03%
HDFC Mnc Fund	21.44%	0%	0%
Baroda BNP Paribas Energy Opportunities Fund	0%	0%	0%
HSBC India Export Opportunities Fund	-6.65%	0%	0%
Kotak Active Momentum Fund	0%	0%	0%
Axis Innovation Fund	4.49%	19.3%	0%
Quant Infrastructure Fund	-9.72%	21.46%	48.93%
Kotak Pioneer Fund	12.47%	26.98%	25.04%
Mirae Asset Infrastructure Fund	0%	0%	0%
Invesco India Financial Services Fund	13.41%	14.26%	15.68%
SBI PSU Fund	6.33%	3.54%	2.73%
Whiteoak Capital Special Opportunities Fund	8.08%	0%	0%
Aditya Birla Sun Life Infrastructure Fund	8.5%	11.36%	6.34%
HDFC Non Cyclical Consumer Fund	25.24%	0%	0%
ICICI Prudential Mnc Fund	12.43%	20.03%	25.5%
HDFC Infrastructure Fund	10.18%	13.62%	10.11%
Bandhan Business Cycle Fund	-1.56%	0%	0%
HDFC Housing Opportunities Fund	12.87%	22.45%	23.32%
Bajaj Finserv Consumption Fund	-9.95%	0%	0%
Aditya Birla Sun Life Esg Integration Strategy Fund	5.12%	14.8%	0%
Axis Consumption Fund	-4.99%	0%	0%
Nippon India Banking Financial Services Fund	8.31%	17.48%	26.79%
Quant Bfsi Fund	10.63%	0%	0%
SBI Comma Fund	5.97%	14.02%	15.79%
SBI Esg Exclusionary Strategy Fund	9.5%	13.5%	13.99%
ICICI Prudential Energy Opportunities Fund	-5.88%	0%	0%
UTI Mnc Fund	9.93%	13.23%	14.1%
Baroda BNP Paribas Manufacturing Fund	-10.02%	0%	0%
Invesco India Infrastructure Fund	10.76%	20.13%	20.85%
Union Business Cycle Fund	-4.18%	0%	0%
DSP Natural Resources And New Energy Fund	5.54%	16.92%	17.26%
Quant Quantamental Fund	23.78%	26.42%	0%
Tata India Consumer Fund	20.69%	18.68%	17.61%
Aditya Birla Sun Life International Equity Fund	9.0%	11.47%	9.5%
Mirae Asset Healthcare Fund	9.85%	31.63%	19.27%
Union Innovation Opportunities Fund	31.92%	0%	0%
Nippon India Innovation Fund	20.06%	0%	0%
ICICI Prudential Bharat Consumption Fund	15.04%	17.53%	23.39%
Tata Ethical Fund	10.65%	14.11%	17.55%
Bank India Manufacturing Infrastructure Fund	13.52%	14.57%	10.54%
HDFC Technology Fund	29.72%	0%	0%
Aditya Birla Sun Life Digital India Fund	13.8%	19.45%	17.84%
Edelweiss Recently Listed Ipo Fund	4.35%	8.45%	0%
SBI Mnc Fund	9.8%	13.8%	9.86%
Quant Business Cycle Fund	22.68%	0%	0%
Motilal Oswal Infrastructure Fund	0%	0%	0%
Nippon India Japan Equity Fund	7.6%	8.79%	7.59%
SBI Consumption Opportunities Fund	14.11%	16.78%	15.09%
Aditya Birla Sun Life Commodity Equities Global Agri Fund	6.56%	5.02%	4.79%
Kotak Technology Fund	6.02%	0%	0%
Kotak Special Opportunities Fund	-10.94%	0%	0%
Nippon India Active Momentum Fund	0%	0%	0%
Kotak Energy Opportunities Fund	0%	0%	0%
Quant Esg Integration Strategy Fund	22.38%	22.67%	42.19%
The Wealth Company Ethical Fund	0%	0%	0%
ICICI Prudential Equity Minimum Variance Fund	5.71%	0%	0%
Mahindra Manulife Consumption Fund	8.49%	11.33%	22.33%
ICICI Prudential Quant Fund	13.55%	17.53%	0%
Mahindra Manulife Manufacturing Fund	-11.09%	0%	0%
Bank India Business Cycle Fund	-15.5%	0%	0%
Canara Robeco Consumer Trends Fund	-0.98%	18.74%	24.05%
UTI Infrastructure Fund	7.48%	16.03%	12.1%
Bajaj Finserv Healthcare Fund	0%	0%	0%
Groww Banking Financial Services Fund	5.86%	0%	0%
Sundaram Consumption Fund	12.7%	15.89%	15.12%
UTI Healthcare Fund	6.41%	11.57%	9.03%
Baroda BNP Paribas Business Conglomerates Fund	0%	0%	0%
Invesco India Manufacturing Fund	-6.28%	0%	0%
Motilal Oswal Digital India Fund	-6.39%	0%	0%
Kotak Esg Exclusionary Strategy Fund	11.27%	11.79%	0%
Whiteoak Capital Quality Equity Fund	0%	0%	0%
DSP Healthcare Fund	20.88%	38.33%	17.19%
Bandhan Infrastructure Fund	16.59%	16.21%	11.46%
SBI Infrastructure Fund	11.71%	17.41%	15.89%

^{_{Data as of 14-Dec-2025}}

SIP and SWP returns with step-up

Rolling SIP returns with 10% step-up

Fund	Any 1Y SIP	Any 3Y 目↑ SIP	Any 5Y 目↑ SIP
Motilal Oswal Quant Fund	1.87%	0%	0%
Sundaram Infrastructure Advantage Fund	12.61%	17.63%	19.88%
UTI Banking And Financial Services Fund	15.74%	17.94%	17.1%
Shriram Multi Sector Rotation Fund	0%	0%	0%
Quant Consumption Fund	-6.9%	0%	0%
ICICI Prudential Exports Services Fund	13.97%	18.49%	19.21%
Sundaram Business Cycle Fund	10.81%	0%	0%
Motilal Oswal Business Cycle Fund	18.16%	0%	0%
UTI Quant Fund	0%	0%	0%
HSBC Business Cycles Fund	32.33%	15.53%	0%
Bajaj Finserv Banking And Financial Services Fund	0%	0%	0%
Canara Robeco Manufacturing Fund	9.72%	0%	0%
HDFC Manufacturing Fund	11.86%	0%	0%
UTI Transportation And Logistics Fund	22.75%	24.37%	24.41%
Sundaram Services Fund	19.22%	18.81%	19.05%
Tata Business Cycle Fund	19.52%	14.2%	0%
DSP Banking Financial Services Fund	19.32%	0%	0%
Franklin India Opportunities Fund	13.97%	24.68%	24.88%
ICICI Prudential Banking And Financial Services Fund	18.6%	17.12%	16.26%
HDFC Transportation And Logistics Fund	18.67%	0%	0%
Mirae Asset Banking And Financial Services Fund	15.43%	20.06%	0%
Quantum Ethical Fund	0%	0%	0%
Mahindra Manulife Business Cycle Fund	5.87%	0%	0%
Tata India Pharma Healthcare Fund	3.88%	20.01%	18.95%
Bandhan Innovation Fund	15.63%	0%	0%
Edelweiss Technology Fund	5.76%	0%	0%
Tata Resources Energy Fund	14.99%	14.47%	15.69%
ICICI Prudential Housing Opportunities Fund	9.66%	14.77%	0%
360 One Quant Fund	18.53%	20.3%	0%
Taurus Infrastructure Fund	14.28%	13.17%	15.96%
Kotak Banking Financial Services Fund	19.0%	0%	0%
Invesco India Technology Fund	11.09%	0%	0%
SBI Quant Fund	0%	0%	0%
LIC MF Consumption Fund	0%	0%	0%
Motilal Oswal Special Opportunities Fund	0%	0%	0%
DSP Quant Fund	15.67%	12.02%	11.08%
Tata Housing Opportunities Fund	6.07%	10.38%	0%
DSP India Tiger Fund	7.9%	18.0%	23.1%
Kotak Manufacture In India Fund	22.05%	19.1%	0%
ICICI Prudential Conglomerate Fund	0%	0%	0%
Mahindra Manulife Banking Financial Services Fund	0%	0%	0%
Tata Digital India Fund	6.24%	12.52%	13.14%
Axis Business Cycles Fund	12.92%	0%	0%
DSP Business Cycle Fund	0%	0%	0%
Aditya Birla Sun Life Banking And Financial Services Fund	17.82%	17.23%	16.6%
SBI Technology Opportunities Fund	15.28%	18.51%	17.29%
ICICI Prudential Quality Fund	0%	0%	0%
HDFC Defence Fund	29.49%	0%	0%
Franklin Build India Fund	19.09%	20.31%	24.22%
ICICI Prudential Business Cycle Fund	17.44%	22.03%	0%
Whiteoak Capital Banking Financial Services Fund	19.55%	0%	0%
ICICI Prudential Rural Opportunities Fund	0%	0%	0%
Kotak Quant Fund	2.53%	0%	0%
Axis Services Opportunities Fund	0%	0%	0%
Whiteoak Capital Pharma And Heathcare Fund	15.6%	0%	0%
Motilal Oswal Services Fund	0%	0%	0%
Nippon India Mnc Fund	0%	0%	0%
Tata Banking And Financial Services Fund	20.92%	18.94%	18.34%
HDFC Pharma And Healthcare Fund	14.8%	0%	0%
HDFC Banking Financial Services Fund	22.99%	18.13%	0%
Baroda BNP Paribas Banking And Financial Services Fund	16.25%	18.96%	17.46%
Canara Robeco Infrastructure Fund	14.56%	20.11%	23.58%
Motilal Oswal Innovation Opportunities Fund	0%	0%	0%
Baroda BNP Paribas India Consumption Fund	22.18%	14.62%	0%
SBI Healthcare Opportunities Fund	7.48%	21.11%	20.36%
Quant Teck Fund	-5.67%	0%	0%
Aditya Birla Sun Life Transportation And Logistics Fund	4.19%	0%	0%
SBI Energy Opportunities Fund	2.96%	0%	0%
Helios Financial Services Fund	18.09%	0%	0%
Whiteoak Capital Digital Bharat Fund	19.05%	0%	0%
Tata Infrastructure Fund	1.85%	10.33%	16.87%
Quant PSU Fund	-5.73%	0%	0%
Nippon India Us Equity Opportunities Fund	16.78%	19.17%	15.65%
Axis Quant Fund	9.69%	11.19%	0%
Nippon India Power Infra Fund	10.34%	17.86%	23.42%
LIC MF Infrastructure Fund	7.64%	22.37%	24.91%
Axis Esg Integration Strategy Fund	11.3%	12.51%	11.9%
ICICI Prudential Commodities Fund	20.85%	15.01%	18.55%
ICICI Prudential Innovation Fund	16.5%	0%	0%
Kotak Infrastructure Economic Reform Fund	19.2%	15.28%	21.05%
Bandhan Multi Factor Fund	0%	0%	0%
Taurus Ethical Fund	13.52%	12.82%	13.81%
Bandhan Financial Services Fund	17.61%	0%	0%
HSBC Financial Services Fund	0%	0%	0%
ICICI Prudential FMCG Fund	16.69%	3.29%	8.55%
ICICI Prudential Us Bluechip Equity Fund	15.98%	17.25%	15.31%
Kotak Consumption Fund	10.56%	0%	0%
Invesco India PSU Equity Fund	18.15%	22.98%	26.77%
LIC MF Banking And Financial Services Fund	17.46%	14.97%	15.06%
Aditya Birla Sun Life Special Opportunities Fund	14.49%	21.24%	19.27%
UTI India Consumer Fund	11.66%	14.44%	14.23%
HSBC Infrastructure Fund	25.42%	13.8%	0%
Taurus Banking Financial Services Fund	17.68%	13.46%	14.09%
Franklin India Technology Fund	12.42%	17.8%	16.92%
Motilal Oswal Active Momentum Fund	0%	0%	0%
HDFC Business Cycle Fund	15.21%	11.67%	0%
Axis India Manufacturing Fund	5.92%	0%	0%
Samco Active Momentum Fund	1.37%	0%	0%
Edelweiss Business Cycle Fund	4.22%	0%	0%
LIC MF Healthcare Fund	7.08%	0%	0%
SBI Automotive Opportunities Fund	23.94%	0%	0%
Union Active Momentum Fund	0%	0%	0%
ITI Bharat Consumption Fund	0%	0%	0%
Bandhan Transportation And Logistics Fund	32.51%	24.86%	0%
SBI Banking Financial Services Fund	25.27%	23.14%	20.19%
SBI Equity Minimum Variance Fund	18.33%	11.65%	13.2%
ICICI Prudential PSU Equity Fund	35.92%	20.65%	0%
Franklin India Multi Factor Fund	0%	0%	0%
Motilal Oswal Manufacturing Fund	17.78%	0%	0%
Baroda BNP Paribas Health And Wellness Fund	0%	0%	0%
Tata Quant Fund	16.88%	11.38%	12.47%
Kotak Business Cycle Fund	13.33%	18.08%	0%
Nippon India Pharma Fund	5.81%	18.32%	17.61%
Sundaram Multi Factor Fund	0%	0%	0%
Aditya Birla Sun Life PSU Equity Fund	29.07%	20.14%	25.88%
Aditya Birla Sun Life Pharma And Healthcare Fund	18.94%	18.17%	17.05%
Kotak Healthcare Fund	6.24%	0%	0%
Quant Manufacturing Fund	-3.13%	0%	0%
Bank India Consumption Fund	0%	0%	0%
SBI Innovative Opportunities Fund	10.26%	0%	0%
Baroda BNP Paribas Business Cycle Fund	11.6%	14.57%	0%
HSBC Consumption Fund	10.36%	0%	0%
Aditya Birla Sun Life Conglomerate Fund	0%	0%	0%
ITI Banking And Financial Services Fund	17.74%	18.27%	0%
Nippon India Consumption Fund	14.27%	13.85%	17.07%
Aditya Birla Sun Life Consumption Fund	9.42%	14.02%	15.23%
HDFC Innovation Fund	0%	0%	0%
Nippon India Quant Fund	13.03%	17.45%	18.63%
Aditya Birla Sun Life Quant Fund	6.4%	0%	0%
Kotak Transportation Logistics Fund	0%	0%	0%
Kotak Mnc Fund	17.74%	0%	0%
Nippon India Taiwan Equity Fund	30.98%	41.92%	0%
Tata India Innovation Fund	8.62%	0%	0%
Franklin Asian Equity Fund	26.02%	18.38%	10.97%
ICICI Prudential Transportation And Logistics Fund	31.69%	26.93%	0%
Sundaram Financial Services Opportunities Fund	20.44%	17.89%	18.69%
ICICI Prudential Active Momentum Fund	0%	0%	0%
Samco Special Opportunities Fund	3.21%	0%	0%
ICICI Prudential Infrastructure Fund	12.61%	19.77%	25.72%
Invesco India Esg Integration Strategy Fund	0.19%	12.36%	0%
ITI Pharma And Healthcare Fund	4.07%	17.05%	0%
Quant Commodities Fund	-2.3%	0%	0%
ICICI Prudential Esg Exclusionary Strategy Fund	11.33%	17.88%	17.33%
Quant Momentum Fund	-0.86%	0%	0%
Aditya Birla Sun Life Mnc Fund	10.26%	10.5%	10.34%
LIC MF Manufacturing Fund	16.74%	0%	0%
Edelweiss Consumption Fund	0%	0%	0%
Whiteoak Capital Esg Best In Class Strategy Fund	13.48%	0%	0%
Baroda BNP Paribas Innovation Fund	6.31%	0%	0%
Kotak Rural Opportunities Fund	0%	0%	0%
Quantum Esg Best In Class Strategy Fund	12.86%	11.83%	12.41%
Invesco India Business Cycle Fund	0%	0%	0%
Invesco India Consumption Fund	0%	0%	0%
Motilal Oswal Consumption Fund	0%	0%	0%
Quant Healthcare Fund	3.3%	0%	0%
Bandhan Healthcare Fund	0%	0%	0%
ICICI Prudential Technology Fund	16.37%	13.91%	13.4%
Aditya Birla Sun Life International Equity B Fund	10.17%	12.07%	12.97%
UTI Innovation Fund	2.98%	0%	0%
Aditya Birla Sun Life Business Cycle Fund	12.62%	13.96%	0%
PGIM India Healthcare Fund	6.97%	0%	0%
Axis Momentum Fund	0%	0%	0%
Aditya Birla Sun Life Manufacturing Equity Fund	9.9%	17.29%	16.81%
Mirae Asset Great Consumer Fund	18.72%	15.27%	17.38%
HDFC Mnc Fund	8.33%	0%	0%
Baroda BNP Paribas Energy Opportunities Fund	0%	0%	0%
HSBC India Export Opportunities Fund	10.95%	0%	0%
Kotak Active Momentum Fund	0%	0%	0%
Axis Innovation Fund	0.65%	16.59%	0%
Quant Infrastructure Fund	7.21%	13.53%	19.62%
Kotak Pioneer Fund	26.89%	20.93%	19.92%
Mirae Asset Infrastructure Fund	0%	0%	0%
Invesco India Financial Services Fund	19.59%	22.06%	20.6%
SBI PSU Fund	14.32%	23.98%	28.02%
Whiteoak Capital Special Opportunities Fund	17.36%	0%	0%
Aditya Birla Sun Life Infrastructure Fund	15.15%	15.81%	19.93%
HDFC Non Cyclical Consumer Fund	8.09%	0%	0%
ICICI Prudential Mnc Fund	23.66%	13.58%	15.01%
HDFC Infrastructure Fund	15.49%	18.84%	24.43%
Bandhan Business Cycle Fund	12.91%	0%	0%
HDFC Housing Opportunities Fund	19.15%	12.4%	16.16%
Bajaj Finserv Consumption Fund	1.01%	0%	0%
Aditya Birla Sun Life Esg Integration Strategy Fund	12.18%	15.61%	0%
Axis Consumption Fund	10.86%	0%	0%
Nippon India Banking Financial Services Fund	21.32%	18.75%	19.21%
Quant Bfsi Fund	19.13%	0%	0%
SBI Comma Fund	12.69%	14.59%	14.2%
SBI Esg Exclusionary Strategy Fund	13.22%	13.47%	13.55%
ICICI Prudential Energy Opportunities Fund	11.67%	0%	0%
UTI Mnc Fund	13.03%	12.46%	12.81%
Baroda BNP Paribas Manufacturing Fund	11.94%	0%	0%
Invesco India Infrastructure Fund	9.39%	15.82%	20.82%
Union Business Cycle Fund	5.17%	0%	0%
DSP Natural Resources And New Energy Fund	18.75%	17.18%	18.67%
Quant Quantamental Fund	19.89%	15.41%	0%
Tata India Consumer Fund	16.37%	16.23%	17.41%
Aditya Birla Sun Life International Equity Fund	9.02%	22.54%	16.44%
Mirae Asset Healthcare Fund	19.77%	19.63%	18.23%
Union Innovation Opportunities Fund	11.39%	0%	0%
Nippon India Innovation Fund	11.82%	0%	0%
ICICI Prudential Bharat Consumption Fund	18.91%	14.3%	16.68%
Tata Ethical Fund	12.66%	8.61%	11.06%
Bank India Manufacturing Infrastructure Fund	18.07%	20.67%	23.09%
HDFC Technology Fund	4.56%	0%	0%
Aditya Birla Sun Life Digital India Fund	11.34%	12.18%	12.69%
Edelweiss Recently Listed Ipo Fund	8.88%	13.66%	0%
SBI Mnc Fund	14.01%	5.25%	7.81%
Quant Business Cycle Fund	-2.77%	0%	0%
Motilal Oswal Infrastructure Fund	0%	0%	0%
Nippon India Japan Equity Fund	8.36%	17.58%	13.05%
SBI Consumption Opportunities Fund	17.29%	10.21%	15.19%
Aditya Birla Sun Life Commodity Equities Global Agri Fund	6.97%	8.63%	11.16%
Kotak Technology Fund	-2.78%	0%	0%
Kotak Special Opportunities Fund	7.41%	0%	0%
Nippon India Active Momentum Fund	0%	0%	0%
Kotak Energy Opportunities Fund	0%	0%	0%
Quant Esg Integration Strategy Fund	22.68%	12.98%	17.91%
The Wealth Company Ethical Fund	0%	0%	0%
ICICI Prudential Equity Minimum Variance Fund	16.88%	0%	0%
Mahindra Manulife Consumption Fund	16.0%	14.3%	16.01%
ICICI Prudential Quant Fund	11.88%	15.69%	0%
Mahindra Manulife Manufacturing Fund	11.52%	0%	0%
Bank India Business Cycle Fund	4.81%	0%	0%
Canara Robeco Consumer Trends Fund	10.03%	15.18%	16.63%
UTI Infrastructure Fund	9.73%	14.59%	17.5%
Bajaj Finserv Healthcare Fund	0%	0%	0%
Groww Banking Financial Services Fund	15.11%	0%	0%
Sundaram Consumption Fund	17.56%	14.36%	15.88%
UTI Healthcare Fund	4.65%	21.73%	19.41%
Baroda BNP Paribas Business Conglomerates Fund	0%	0%	0%
Invesco India Manufacturing Fund	8.41%	0%	0%
Motilal Oswal Digital India Fund	16.8%	0%	0%
Kotak Esg Exclusionary Strategy Fund	11.61%	14.29%	0%
Whiteoak Capital Quality Equity Fund	0%	0%	0%
DSP Healthcare Fund	27.23%	18.9%	18.55%
Bandhan Infrastructure Fund	12.75%	16.89%	21.95%
SBI Infrastructure Fund	7.73%	14.66%	19.65%

^{_{Data as of 14-Dec-2025}}

Rolling SWP returns with 10% step-up

Fund	Any 1Y SWP	Any 3Y 目↑ SWP	Any 5Y 目↑ SWP
Motilal Oswal Quant Fund	-15.92%	0%	0%
Sundaram Infrastructure Advantage Fund	13.59%	26.18%	32.51%
UTI Banking And Financial Services Fund	10.01%	14.72%	18.45%
Shriram Multi Sector Rotation Fund	0%	0%	0%
Quant Consumption Fund	-7.37%	0%	0%
ICICI Prudential Exports Services Fund	1.22%	21.06%	26.36%
Sundaram Business Cycle Fund	1.95%	0%	0%
Motilal Oswal Business Cycle Fund	11.84%	0%	0%
UTI Quant Fund	0%	0%	0%
HSBC Business Cycles Fund	37.37%	25.35%	0%
Bajaj Finserv Banking And Financial Services Fund	0%	0%	0%
Canara Robeco Manufacturing Fund	-6.73%	0%	0%
HDFC Manufacturing Fund	-6.7%	0%	0%
UTI Transportation And Logistics Fund	11.88%	27.79%	25.75%
Sundaram Services Fund	15.51%	18.67%	28.4%
Tata Business Cycle Fund	9.12%	22.72%	0%
DSP Banking Financial Services Fund	20.03%	0%	0%
Franklin India Opportunities Fund	10.24%	35.72%	26.58%
ICICI Prudential Banking And Financial Services Fund	11.78%	14.25%	20.37%
HDFC Transportation And Logistics Fund	21.37%	0%	0%
Mirae Asset Banking And Financial Services Fund	10.74%	16.8%	0%
Quantum Ethical Fund	0%	0%	0%
Mahindra Manulife Business Cycle Fund	17.42%	0%	0%
Tata India Pharma Healthcare Fund	4.75%	27.4%	17.22%
Bandhan Innovation Fund	6.75%	0%	0%
Edelweiss Technology Fund	3.1%	0%	0%
Tata Resources Energy Fund	12.77%	20.27%	27.37%
ICICI Prudential Housing Opportunities Fund	8.14%	20.94%	0%
360 One Quant Fund	22.48%	29.07%	0%
Taurus Infrastructure Fund	9.35%	23.14%	27.05%
Kotak Banking Financial Services Fund	19.37%	0%	0%
Invesco India Technology Fund	-8.6%	0%	0%
SBI Quant Fund	0%	0%	0%
LIC MF Consumption Fund	0%	0%	0%
Motilal Oswal Special Opportunities Fund	0%	0%	0%
DSP Quant Fund	10.86%	11.39%	14.19%
Tata Housing Opportunities Fund	6.18%	21.85%	0%
DSP India Tiger Fund	-13.39%	33.36%	38.88%
Kotak Manufacture In India Fund	22.07%	24.8%	0%
ICICI Prudential Conglomerate Fund	0%	0%	0%
Mahindra Manulife Banking Financial Services Fund	0%	0%	0%
Tata Digital India Fund	3.45%	17.12%	28.57%
Axis Business Cycles Fund	30.97%	0%	0%
DSP Business Cycle Fund	0%	0%	0%
Aditya Birla Sun Life Banking And Financial Services Fund	13.5%	15.36%	18.41%
SBI Technology Opportunities Fund	12.54%	16.6%	27.43%
ICICI Prudential Quality Fund	0%	0%	0%
HDFC Defence Fund	58.59%	0%	0%
Franklin Build India Fund	14.36%	33.28%	36.84%
ICICI Prudential Business Cycle Fund	17.92%	24.46%	0%
Whiteoak Capital Banking Financial Services Fund	15.26%	0%	0%
ICICI Prudential Rural Opportunities Fund	0%	0%	0%
Kotak Quant Fund	11.87%	0%	0%
Axis Services Opportunities Fund	0%	0%	0%
Whiteoak Capital Pharma And Heathcare Fund	33.0%	0%	0%
Motilal Oswal Services Fund	0%	0%	0%
Nippon India Mnc Fund	0%	0%	0%
Tata Banking And Financial Services Fund	16.73%	16.98%	18.22%
HDFC Pharma And Healthcare Fund	44.24%	0%	0%
HDFC Banking Financial Services Fund	9.01%	16.48%	0%
Baroda BNP Paribas Banking And Financial Services Fund	8.62%	15.37%	15.63%
Canara Robeco Infrastructure Fund	10.76%	31.11%	38.8%
Motilal Oswal Innovation Opportunities Fund	0%	0%	0%
Baroda BNP Paribas India Consumption Fund	8.74%	20.59%	0%
SBI Healthcare Opportunities Fund	7.98%	29.59%	18.18%
Quant Teck Fund	12.07%	0%	0%
Aditya Birla Sun Life Transportation And Logistics Fund	2.29%	0%	0%
SBI Energy Opportunities Fund	-8.95%	0%	0%
Helios Financial Services Fund	6.89%	0%	0%
Whiteoak Capital Digital Bharat Fund	4.47%	0%	0%
Tata Infrastructure Fund	6.75%	27.02%	36.66%
Quant PSU Fund	-14.12%	0%	0%
Nippon India Us Equity Opportunities Fund	6.18%	23.8%	11.59%
Axis Quant Fund	0.52%	18.06%	0%
Nippon India Power Infra Fund	1.8%	34.85%	37.14%
LIC MF Infrastructure Fund	-11.26%	33.72%	34.32%
Axis Esg Integration Strategy Fund	17.26%	16.64%	14.25%
ICICI Prudential Commodities Fund	7.01%	18.91%	42.05%
ICICI Prudential Innovation Fund	34.99%	0%	0%
Kotak Infrastructure Economic Reform Fund	13.15%	28.79%	39.98%
Bandhan Multi Factor Fund	0%	0%	0%
Taurus Ethical Fund	10.78%	17.49%	19.68%
Bandhan Financial Services Fund	20.61%	0%	0%
HSBC Financial Services Fund	0%	0%	0%
ICICI Prudential FMCG Fund	14.76%	11.81%	20.62%
ICICI Prudential Us Bluechip Equity Fund	13.45%	18.61%	13.57%
Kotak Consumption Fund	29.17%	0%	0%
Invesco India PSU Equity Fund	11.3%	35.91%	32.49%
LIC MF Banking And Financial Services Fund	5.57%	12.12%	16.18%
Aditya Birla Sun Life Special Opportunities Fund	18.3%	18.85%	22.08%
UTI India Consumer Fund	9.69%	16.24%	18.56%
HSBC Infrastructure Fund	44.7%	32.76%	0%
Taurus Banking Financial Services Fund	10.94%	11.73%	16.16%
Franklin India Technology Fund	17.91%	29.18%	19.82%
Motilal Oswal Active Momentum Fund	0%	0%	0%
HDFC Business Cycle Fund	20.81%	18.41%	0%
Axis India Manufacturing Fund	1.01%	0%	0%
Samco Active Momentum Fund	23.19%	0%	0%
Edelweiss Business Cycle Fund	-17.84%	0%	0%
LIC MF Healthcare Fund	33.85%	0%	0%
SBI Automotive Opportunities Fund	-14.12%	0%	0%
Union Active Momentum Fund	0%	0%	0%
ITI Bharat Consumption Fund	0%	0%	0%
Bandhan Transportation And Logistics Fund	33.09%	29.05%	0%
SBI Banking Financial Services Fund	11.99%	17.69%	17.54%
SBI Equity Minimum Variance Fund	9.78%	15.8%	19.18%
ICICI Prudential PSU Equity Fund	18.5%	35.96%	0%
Franklin India Multi Factor Fund	0%	0%	0%
Motilal Oswal Manufacturing Fund	1.7%	0%	0%
Baroda BNP Paribas Health And Wellness Fund	0%	0%	0%
Tata Quant Fund	23.79%	14.89%	24.22%
Kotak Business Cycle Fund	0.34%	19.37%	0%
Nippon India Pharma Fund	-0.05%	26.97%	17.19%
Sundaram Multi Factor Fund	0%	0%	0%
Aditya Birla Sun Life PSU Equity Fund	30.36%	34.98%	39.0%
Aditya Birla Sun Life Pharma And Healthcare Fund	20.41%	26.63%	15.28%
Kotak Healthcare Fund	24.15%	0%	0%
Quant Manufacturing Fund	13.23%	0%	0%
Bank India Consumption Fund	0%	0%	0%
SBI Innovative Opportunities Fund	-10.43%	0%	0%
Baroda BNP Paribas Business Cycle Fund	8.84%	19.64%	0%
HSBC Consumption Fund	25.3%	0%	0%
Aditya Birla Sun Life Conglomerate Fund	0%	0%	0%
ITI Banking And Financial Services Fund	14.3%	12.05%	0%
Nippon India Consumption Fund	11.26%	19.55%	28.66%
Aditya Birla Sun Life Consumption Fund	1.14%	16.98%	22.43%
HDFC Innovation Fund	0%	0%	0%
Nippon India Quant Fund	-0.58%	22.53%	24.77%
Aditya Birla Sun Life Quant Fund	-11.66%	0%	0%
Kotak Transportation Logistics Fund	0%	0%	0%
Kotak Mnc Fund	-2.59%	0%	0%
Nippon India Taiwan Equity Fund	-17.11%	31.36%	0%
Tata India Innovation Fund	-10.31%	0%	0%
Franklin Asian Equity Fund	13.44%	6.68%	-2.43%
ICICI Prudential Transportation And Logistics Fund	40.46%	32.17%	0%
Sundaram Financial Services Opportunities Fund	12.09%	20.25%	20.87%
ICICI Prudential Active Momentum Fund	0%	0%	0%
Samco Special Opportunities Fund	-23.02%	0%	0%
ICICI Prudential Infrastructure Fund	16.0%	32.72%	43.77%
Invesco India Esg Integration Strategy Fund	2.29%	16.57%	0%
ITI Pharma And Healthcare Fund	10.45%	25.13%	0%
Quant Commodities Fund	4.94%	0%	0%
ICICI Prudential Esg Exclusionary Strategy Fund	8.56%	22.05%	17.94%
Quant Momentum Fund	-3.5%	0%	0%
Aditya Birla Sun Life Mnc Fund	10.08%	15.95%	11.56%
LIC MF Manufacturing Fund	-6.73%	0%	0%
Edelweiss Consumption Fund	0%	0%	0%
Whiteoak Capital Esg Best In Class Strategy Fund	3.36%	0%	0%
Baroda BNP Paribas Innovation Fund	-1.36%	0%	0%
Kotak Rural Opportunities Fund	0%	0%	0%
Quantum Esg Best In Class Strategy Fund	16.34%	15.78%	18.03%
Invesco India Business Cycle Fund	0%	0%	0%
Invesco India Consumption Fund	0%	0%	0%
Motilal Oswal Consumption Fund	0%	0%	0%
Quant Healthcare Fund	26.72%	0%	0%
Bandhan Healthcare Fund	0%	0%	0%
ICICI Prudential Technology Fund	15.66%	14.8%	26.68%
Aditya Birla Sun Life International Equity B Fund	8.3%	28.12%	6.0%
UTI Innovation Fund	15.02%	0%	0%
Aditya Birla Sun Life Business Cycle Fund	6.38%	14.26%	0%
PGIM India Healthcare Fund	-3.9%	0%	0%
Axis Momentum Fund	0%	0%	0%
Aditya Birla Sun Life Manufacturing Equity Fund	4.1%	21.57%	18.94%
Mirae Asset Great Consumer Fund	13.5%	21.31%	25.55%
HDFC Mnc Fund	21.44%	0%	0%
Baroda BNP Paribas Energy Opportunities Fund	0%	0%	0%
HSBC India Export Opportunities Fund	-6.65%	0%	0%
Kotak Active Momentum Fund	0%	0%	0%
Axis Innovation Fund	4.49%	19.46%	0%
Quant Infrastructure Fund	-9.72%	21.68%	47.12%
Kotak Pioneer Fund	12.47%	27.06%	24.57%
Mirae Asset Infrastructure Fund	0%	0%	0%
Invesco India Financial Services Fund	13.41%	20.73%	18.97%
SBI PSU Fund	6.33%	34.15%	36.35%
Whiteoak Capital Special Opportunities Fund	8.08%	0%	0%
Aditya Birla Sun Life Infrastructure Fund	8.5%	30.36%	34.99%
HDFC Non Cyclical Consumer Fund	25.24%	0%	0%
ICICI Prudential Mnc Fund	12.43%	17.31%	25.03%
HDFC Infrastructure Fund	10.18%	34.46%	40.77%
Bandhan Business Cycle Fund	-1.56%	0%	0%
HDFC Housing Opportunities Fund	12.87%	22.45%	23.14%
Bajaj Finserv Consumption Fund	-9.95%	0%	0%
Aditya Birla Sun Life Esg Integration Strategy Fund	5.12%	15.52%	0%
Axis Consumption Fund	-4.99%	0%	0%
Nippon India Banking Financial Services Fund	8.31%	17.53%	26.2%
Quant Bfsi Fund	10.63%	0%	0%
SBI Comma Fund	5.97%	17.01%	24.54%
SBI Esg Exclusionary Strategy Fund	9.5%	14.79%	19.08%
ICICI Prudential Energy Opportunities Fund	-5.88%	0%	0%
UTI Mnc Fund	9.93%	15.55%	17.12%
Baroda BNP Paribas Manufacturing Fund	-10.02%	0%	0%
Invesco India Infrastructure Fund	10.76%	33.81%	36.46%
Union Business Cycle Fund	-4.18%	0%	0%
DSP Natural Resources And New Energy Fund	5.54%	23.43%	30.07%
Quant Quantamental Fund	23.78%	26.38%	0%
Tata India Consumer Fund	20.69%	22.68%	22.49%
Aditya Birla Sun Life International Equity Fund	9.0%	9.8%	8.35%
Mirae Asset Healthcare Fund	9.85%	25.27%	18.07%
Union Innovation Opportunities Fund	31.92%	0%	0%
Nippon India Innovation Fund	20.06%	0%	0%
ICICI Prudential Bharat Consumption Fund	15.04%	21.57%	23.12%
Tata Ethical Fund	10.65%	15.84%	22.73%
Bank India Manufacturing Infrastructure Fund	13.52%	30.72%	33.54%
HDFC Technology Fund	29.72%	0%	0%
Aditya Birla Sun Life Digital India Fund	13.8%	16.23%	26.39%
Edelweiss Recently Listed Ipo Fund	4.35%	21.51%	0%
SBI Mnc Fund	9.8%	11.04%	19.07%
Quant Business Cycle Fund	22.68%	0%	0%
Motilal Oswal Infrastructure Fund	0%	0%	0%
Nippon India Japan Equity Fund	7.6%	15.98%	3.65%
SBI Consumption Opportunities Fund	14.11%	19.92%	31.15%
Aditya Birla Sun Life Commodity Equities Global Agri Fund	6.56%	34.0%	7.08%
Kotak Technology Fund	6.02%	0%	0%
Kotak Special Opportunities Fund	-10.94%	0%	0%
Nippon India Active Momentum Fund	0%	0%	0%
Kotak Energy Opportunities Fund	0%	0%	0%
Quant Esg Integration Strategy Fund	22.38%	18.6%	40.44%
The Wealth Company Ethical Fund	0%	0%	0%
ICICI Prudential Equity Minimum Variance Fund	5.71%	0%	0%
Mahindra Manulife Consumption Fund	8.49%	19.71%	22.05%
ICICI Prudential Quant Fund	13.55%	18.73%	0%
Mahindra Manulife Manufacturing Fund	-11.09%	0%	0%
Bank India Business Cycle Fund	-15.5%	0%	0%
Canara Robeco Consumer Trends Fund	-0.98%	18.87%	24.08%
UTI Infrastructure Fund	7.48%	23.31%	28.96%
Bajaj Finserv Healthcare Fund	0%	0%	0%
Groww Banking Financial Services Fund	5.86%	0%	0%
Sundaram Consumption Fund	12.7%	18.78%	19.88%
UTI Healthcare Fund	6.41%	28.6%	15.45%
Baroda BNP Paribas Business Conglomerates Fund	0%	0%	0%
Invesco India Manufacturing Fund	-6.28%	0%	0%
Motilal Oswal Digital India Fund	-6.39%	0%	0%
Kotak Esg Exclusionary Strategy Fund	11.27%	15.05%	0%
Whiteoak Capital Quality Equity Fund	0%	0%	0%
DSP Healthcare Fund	20.88%	26.6%	17.35%
Bandhan Infrastructure Fund	16.59%	36.44%	41.34%
SBI Infrastructure Fund	11.71%	30.14%	33.82%

^{_{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: 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.

Explore All Funds Belonging to this Type

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Explore All Funds Belonging to different AMCs

Aditya Birla Sun Life Mutual Fund DSP Mutual Fund HDFC Mutual Fund quant Mutual Fund JM Financial Mutual Fund Kotak Mahindra Mutual Fund LIC Mutual Fund ICICI Prudential Mutual Fund Nippon India Mutual Fund Tata Mutual Fund Franklin Templeton Mutual Fund Taurus Mutual Fund Canara Robeco Mutual Fund Sundaram Mutual Fund SBI Mutual Fund UTI Mutual Fund Baroda BNP Paribas Mutual Fund HSBC Mutual Fund Quantum Mutual Fund Invesco Mutual Fund Mirae Asset Mutual Fund Bandhan Mutual Fund Bank of India Mutual Fund Edelweiss Mutual Fund Axis Mutual Fund Navi Mutual Fund Motilal Oswal Mutual Fund Union Mutual Fund Groww Mutual Fund PGIM India Mutual Fund 360 ONE Mutual Fund PPFAS Mutual Fund Shriram Mutual Fund Mahindra Manulife Mutual Fund WhiteOak Capital Mutual Fund ITI Mutual Fund Trust Mutual Fund NJ Mutual Fund Samco Mutual Fund Bajaj Finserv Mutual Fund Helios Mutual Fund Zerodha Mutual Fund Old Bridge Mutual Fund Angel One Mutual Fund Unifi Mutual Fund Jio BlackRock Mutual Fund Capitalmind Mutual Fund The Wealth Company Mutual Fund Choice Mutual Fund

Explore Different Categories of Mutual Funds

Equity Scheme funds Debt Scheme funds Hybrid Scheme funds Solution Oriented Schemes – Funds for Retirement and Children Other Schemes – ETFs and Fund of Funds Commodity Schemes – Funds Investing in Gold, Silver or Both

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.

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