Mutual Fund Top Picks

February 2025

Index
• Top Equity Fund Picks ................................................................................. 2
• Mirae Asset Equity schemes and Gold Picks .............................................3
• Top SIP Picks ............................................................................................... 3
• Top Hybrid Picks .......................................................................................... 4
• Top Debt Picks ............................................................................................ 5
• Focused Funds ............................................................................................. 6

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 Mutual Fund Top Picks

Top Equity Fund Picks

Data as on Feb 03, 2025
Absolute %
(Point to Compounded Annualised % (Point to Point) AUM
Scheme Name Point) NAV (Rs.) *Riskometer
Since
(In Crs)
6 months 1 yr 3 yrs 5 yrs Inception
Large Cap Fund
Nippon India Large Cap Fund - Reg - Growth -6.5 11.9 17.5 19.5 12.9 35,700 83 Very High
HDFC Large Cap Fund - Growth -6.9 7.0 15.1 17.9 18.8 35,975 1070 Very High
ICICI Prudential Bluechip Fund - Growth -5.5 9.9 14.9 18.7 14.9 63,264 101 Very High
Baroda BNP Paribas Large Cap Fund - Growth -8.6 10.3 13.5 16.5 16.0 2,421 207 Very High
Kotak Bluechip Fund - Reg - Growth -6.1 11.1 11.9 16.4 18.8 9,411 530 Very High
Tata Large Cap Fund - Reg - Growth -8.1 8.5 11.5 15.9 18.9 2,415 470 Very High
Mirae Asset Large Cap Fund - Reg - Growth -5.6 9.6 9.5 14.7 14.9 38,752 104 Very High
Large & Mid Cap Fund
Bandhan Core Equity Fund - Reg - Growth -7.0 14.3 20.0 21.7 13.7 7,641 122 Very High
ICICI Prudential Large & Mid Cap Fund - Growth -3.1 16.7 19.5 23.3 18.6 17,680 933 Very High
UTI Large & Mid Cap Fund - Growth -5.8 17.4 18.4 22.3 12.9 4,134 166 Very High
HDFC Large and Mid Cap Fund - Growth -8.2 9.0 18.1 22.6 12.8 23,899 311 Very High
Nippon India Vision Fund - Reg - Growth -5.1 15.7 17.7 20.3 18.2 5,588 1347 Very High
Kotak Equity Opportunities Fund - Reg - Growth -9.2 12.5 15.8 18.7 18.3 25,784 309 Very High
Baroda BNP Paribas Large & Mid Cap Fund - Reg - Growth -6.6 8.9 15.0 -- 23.4 1,540 25 Very High
Mid Cap Fund
HDFC Mid-Cap Opportunities Fund - Growth -6.0 12.9 23.6 26.1 17.7 77,967 176 Very High
Edelweiss Mid Cap Fund - Growth -3.0 20.2 21.6 26.5 13.8 8,666 92 Very High
Nippon India Growth Fund - Reg - Growth -7.3 14.2 21.5 25.7 22.4 35,278 3733 Very High
HSBC Midcap Fund - Reg - Growth -8.4 14.5 19.5 20.4 18.9 12,416 349 Very High
Kotak Emerging Equity Fund - Reg - Growth -7.0 19.7 18.5 23.1 15.0 53,079 121 Very High
Tata Mid Cap Growth Fund - Reg - Growth -10.7 9.7 17.5 21.6 12.8 4,529 397 Very High
Mirae Asset Midcap Fund - Reg - Growth -10.9 6.0 14.9 23.1 23.5 16,694 32 Very High
Small Cap Fund
Bandhan Small Cap Fund - Reg - Growth -4.1 18.8 23.6 -- 33.9 9,692 42 Very High
Invesco India Smallcap Fund - Reg - Growth -2.1 16.6 21.0 27.3 24.0 6,298 39 Very High
Edelweiss Small Cap Fund - Reg - Growth -4.5 11.4 18.3 28.4 26.8 4,428 42 Very High
HDFC Small Cap Fund - Growth -8.7 3.1 17.8 26.2 16.2 33,893 126 Very High
HSBC Small Cap Fund - Reg - Growth -10.0 6.8 17.7 27.3 21.0 17,386 77 Very High
Focused Fund
HDFC Focused 30 Fund - Growth -1.0 18.2 21.6 23.4 16.1 15,642 211 Very High
ICICI Prudential Focused Equity Fund - Ret - Growth -5.4 17.3 17.9 23.5 14.3 9,984 82 Very High
Invesco India Focused Fund - Reg - Growth -1.2 24.5 17.8 -- 24.9 3,604 26 Very High
360 ONE Focused Equity Fund - Reg - Growth -10.3 8.9 12.4 18.8 15.4 7,112 44 Very High
Nippon India Focused Equity Fund - Reg - Growth -8.9 6.2 11.1 18.8 14.1 8,194 110 Very High
Mirae Asset Focused Fund - Reg - Growth -3.3 9.6 6.4 15.5 16.5 8,192 24 Very High
Flexi Cap Funds
HDFC Flexi Cap Fund - Growth -1.9 16.9 20.9 23.2 18.9 66,344 1814 Very High
ICICI Prudential Flexicap Fund - Reg - Growth -4.8 15.4 17.6 -- 17.3 16,717 18 Very High
Franklin India Flexi Cap Fund - Growth -5.6 12.5 15.6 21.1 18.0 17,947 1525 Very High
Edelweiss Flexi Cap Fund - Reg - Growth -6.8 14.2 14.8 18.7 13.4 2,469 35 Very High
HSBC Flexi Cap Fund - Growth -6.9 12.4 13.6 18.0 15.4 5,042 200 Very High
Kotak Flexicap Fund - Reg - Growth -8.1 10.7 12.6 15.4 14.1 50,426 76 Very High
Nippon India Flexi Cap Fund - Reg - Growth -8.6 7.2 12.1 -- 13.4 8,618 16 Very High
Value & Contra Funds
SBI Contra Fund - Growth -6.9 10.3 20.7 28.8 19.3 42,181 364 Very High
ICICI Prudential Value Discovery Fund - Growth -4.0 14.0 19.4 25.6 20.2 48,308 436 Very High
HSBC Value Fund - Reg - Growth -7.5 10.9 19.0 22.7 16.5 13,565 100 Very High
Nippon India Value Fund - Reg - Growth -6.7 10.2 18.5 23.2 16.7 8,564 209 Very High
Bandhan Sterling Value Fund - Reg - Growth -8.2 7.5 14.7 23.4 16.8 9,947 139 Very High
ELSS
SBI Long Term Equity Fund - Growth -7.5 14.7 21.9 23.5 16.4 27,791 409 Very High
HDFC ELSS Taxsaver Fund - Growth -3.8 14.6 20.0 21.1 23.2 15,729 1289 Very High
Franklin India ELSS Tax Saver Fund - Growth -5.6 12.7 15.9 19.5 21.0 6,855 1383 Very High
DSP ELSS Tax Saver Fund - Growth -6.9 14.8 15.7 20.2 15.2 16,610 128 Very High
Kotak ELSS Tax Saver Fund - Reg - Growth -9.8 11.0 13.3 17.5 13.1 6,219 107 Very High
Bandhan ELSS Tax saver Fund - Reg - Growth -8.7 5.2 12.2 20.7 17.9 6,822 142 Very High
Mirae Asset ELSS Tax Saver Fund - Reg - Growth -7.2 10.2 12.2 19.1 17.8 25,021 45 Very High
Thematic ESG
ICICI Prudential ESG Exclusionary Strategy Fund - Reg - Growth -1.5 15.2 16.6 -- 18.8 1,505 21 Very High
SBI ESG Exclusionary Strategy Fund - Growth -5.3 11.7 10.9 15.3 14.4 5,620 227 Very High
Invesco India ESG Integration Strategy Fund - Reg - Growth -4.0 12.7 8.9 -- 14.7 508 17 Very High
Aditya Birla Sun Life ESG Integration Strategy Fund - Reg - Growth -1.3 16.2 8.7 -- 13.8 663 17 Very High
Kotak ESG Exclusionary Strategy Fund - Reg - Growth -8.7 5.8 8.5 -- 11.5 897 16 Very High
Thematic/Sector Funds
ICICI Prudential Manufacturing Fund - Reg - Growth -12.6 9.5 21.7 25.3 19.8 6,533 31 Very High
UTI Transportation and Logistics Fund - Growth -10.4 12.6 21.6 21.9 16.6 3,397 247 Very High
Mirae Asset Great Consumer Fund - Growth -5.5 16.1 17.6 19.0 17.2 4,152 90 Very High
SBI Banking & Financial Services Fund - Reg - Growth -1.9 11.8 13.3 13.3 13.9 6,622 37 Very High
ICICI Prudential Banking and Financial Services Fund - Retail - Growth -2.4 13.1 11.0 12.1 16.2 8,987 118 Very High
Tata Digital India Fund - Reg - Growth 3.6 17.4 10.9 26.8 19.6 12,963 51 Very High

February 2025 2
 Mutual Fund Top Picks

Mirae Asset Equity schemes and Gold Picks

Absolute %
(Point to Compounded Annualised % (Point to Point)
Point) AUM
Scheme Name Scheme Category (In Crs) Riskometer
Since
6 months 1 yr 3 yrs 5 yrs Inception
Mirae Asset Great Consumer Fund - Growth Thematic -5.5 16.1 17.6 19.0 17 4,152 Very High
Mirae Asset Healthcare Fund - Reg - Growth Sectoral 0.0 21.1 16.6 26.2 22 2,864 Very High
Mirae Asset Midcap Fund - Reg - Growth Midcap -10.9 6.0 14.9 23.1 24 16,694 Very High
Mirae Asset ELSS Tax Saver Fund - Reg - Growth ELSS -7.2 10.2 12.2 19.1 18 25,021 Very High
Mirae Asset Large & Midcap Fund - Growth Large & Midcap -10.0 6.3 11.2 18.9 20 38,335 Very High
Mirae Asset Banking and Financial Services Fund - Reg - Growth Sectoral -5.8 7.1 11.1 -- 15 1,800 Very High
Mirae Asset Aggressive Hybrid Fund - Reg - Growth Aggressive Hybrid -4.8 9.2 10.2 14.3 12 8,893 Very High
Mirae Asset Large Cap Fund - Reg - Growth Large Cap -5.6 9.6 9.5 14.7 15 38,752 Very High
Mirae Asset Focused Fund - Reg - Growth Focused -3.3 9.6 6.4 15.5 17 8,192 Very High
Mirae Asset Flexi Cap Fund - Reg - Growth Flexi Cap -3.8 10.3 -- -- 21 2,507 Very High
Mirae Asset Balanced Advantage Fund - Reg - Growth Balanced Advantage -2.0 8.0 -- -- 12 1,779 Moderately High
Multi Asset
Mirae Asset Multi Asset Allocation Fund - Reg - Growth 0.2 11.1 -- -- 11 1,782 High
Allocation
Mirae Asset Multicap Fund - Reg - Growth Multicap -8.1 6.6 -- -- 18 3,459 Very High
*The Riskometer will indicate six levels of risk – Low, Low to moderate, Moderate, Moderately High, High and Very high.

(Gold Performance as on 03,February 2025);

Top Fund Picks (Gold) (Returns in % <1 Year absolute and >1 year CAGR);

Gold Schemes 6 Months 1 Year 3 Years 5 Years Exp Ratio AUM NAV *Riskometer
SBI Gold Fund - Growth 16.2 29.7 18.6 13.9 0.4 2,583 25 High
ICICI Prudential Regular Gold Savings Fund (FOF) - Growth 16.3 29.3 18.4 13.9 0.4 1,385 26 High
Nippon India Gold Savings Fund - Reg - Growth 16.4 29.3 18.3 13.7 0.4 2,203 32 High

SIP calculator Monthly SIP of Rs. 5,000 Crorepati calculator Target: Rs. 10,000,000
Expected maturity value of your monthly investment (Rs.) Expected investment per month to achieve your goal (Rs.)
Expected rate Expected rate of
Years to achieve financial goal Years to achieve financial goal
of returns (pa) returns (pa)
5 10 20 25 5 10 15 20
8% 369,834 920,828 2,964,736 4,786,833 8% 135,196 54,299 28,708 16,865
10% 390,412 1,032,760 3,828,485 6,689,452 10% 128,070 48,414 23,928 13,060
15% 448,408 1,393,286 7,579,775 16,420,369 15% 111,506 35,887 14,775 6,597
25% 599,222 2,664,023 34,295,476 118,774,708 25% 83,442 18,769 5,114 1,458
*The Riskometer will indicate six levels of risk – Low, Low to moderate, Moderate, Moderately High, High and Very high.

Top SIP Picks

(*invested on 1st day of every month)
Top SIP Fund Picks (monthly SIP of Rs. 1,000)* Data as on Feb 03, 2025
Investment period 1 year 3 years 5 Year
Total amount invested (Rs.) 12,000 36,000 60,000 AUM NAV *Riskometer
Compounded Present Compounded Present Compounded (In Crs)
Present
Scheme Name Value (Rs.) Annualised Value (Rs.) Annualised Annualised
return (%) return (%) Value (Rs.) return (%)
Large Cap Fund
Nippon India Large Cap Fund - Reg - Growth 11,745 -4.5 46,897 18.8 1,01,721 21.8 35,700 83 Very High
ICICI Prudential Bluechip Fund - Growth 11,766 -4.2 46,049 17.5 96,245 19.5 63,264 101 Very High
Baroda BNP Paribas Large Cap Fund - Growth 11,545 -8.0 45,162 16.1 90,873 17.1 2,421 207 Very High
HDFC Large Cap Fund - Growth 11,660 -6.0 45,042 15.9 94,921 18.9 35,975 1070 Very High
Kotak Bluechip Fund - Reg - Growth 11,793 -3.7 44,376 14.8 89,640 16.5 9,411 530 Very High
Tata Large Cap Fund - Reg - Growth 11,645 -6.3 44,080 14.3 89,971 16.7 2,415 470 Very High
Mirae Asset Large Cap Fund - Reg - Growth 11,843 -2.8 42,668 11.9 84,809 14.2 38,752 104 Very High
Large & Mid Cap Fund
Invesco India Large & Mid Cap Fund - Growth 12,281 5.1 51,664 26.2 1,05,541 23.4 6,712 90 Very High
Bandhan Core Equity Fund - Reg - Growth 11,787 -3.8 50,405 24.3 1,08,574 24.6 7,641 122 Very High
UTI Large & Mid Cap Fund - Growth 11,929 -1.3 49,384 22.7 1,06,955 24.0 4,134 166 Very High
Nippon India Vision Fund - Reg - Growth 11,881 -2.1 48,699 21.7 1,03,192 22.5 5,588 1347 Very High
HDFC Large and Mid Cap Fund - Growth 11,606 -7.0 47,540 19.9 1,05,597 23.4 23,899 311 Very High
Kotak Equity Opportunities Fund - Reg - Growth 11,469 -9.4 46,054 17.5 97,018 19.8 25,784 309 Very High
Mirae Asset Large & Midcap Fund - Growth 11,430 -10.0 43,910 14.0 91,279 17.3 38,335 136 Very High
Mid Cap Fund
Invesco India Midcap Fund - Growth 12,332 6.0 52,714 27.7 1,13,476 26.5 6,150 157 Very High
Edelweiss Mid Cap Fund - Growth 12,062 1.1 52,042 26.7 1,17,126 27.9 8,667 92 Very High
HDFC Mid-Cap Opportunities Fund - Growth 11,836 -2.9 51,337 25.7 1,17,338 27.9 77,967 176 Very High
Nippon India Growth Fund - Reg - Growth 11,758 -4.3 50,892 25.0 1,16,073 27.5 35,278 3733 Very High
HSBC Midcap Fund - Reg - Growth 11,429 -10.0 49,447 22.8 1,03,583 22.6 12,416 349 Very High
Kotak Emerging Equity Fund - Reg - Growth 11,818 -3.2 48,422 21.2 1,07,791 24.3 53,079 121 Very High
Tata Mid Cap Growth Fund - Reg - Growth 11,425 -10.1 47,669 20.1 1,03,012 22.4 4,530 397 Very High

February 2025 3
 Mutual Fund Top Picks

Small Cap Fund

Nippon India Small Cap Fund - Reg - Growth 11,327 -11.8 49,425 22.8 1,24,621 30.6 61,974 156 Very High
Edelweiss Small Cap Fund - Reg - Growth 11,839 -2.9 48,887 22.0 1,15,867 27.4 4,428 41 Very High
HSBC Small Cap Fund - Reg - Growth 11,302 -12.2 47,807 20.3 1,17,576 28.0 17,386 77 Very High
HDFC Small Cap Fund - Growth 11,411 -10.4 47,500 19.8 1,13,533 26.5 33,893 126 Very High
ICICI Prudential Smallcap Fund - Growth 11,429 -10.0 45,481 16.6 1,08,142 24.4 8,258 81 Very High
Focused Fund
HDFC Focused 30 Fund - Growth 12,217 3.9 49,731 23.3 1,12,833 26.3 15,642 211 Very High
ICICI Prudential Focused Equity Fund - Ret - Growth 11,933 -1.2 48,772 21.8 1,04,020 22.8 9,984 82 Very High
Franklin India Focused Equity Fund - Growth 11,677 -5.7 45,404 16.4 97,799 20.2 12,044 100 Very High
360 ONE Focused Equity Fund - Reg - Growth 11,464 -9.4 44,692 15.3 93,291 18.2 7,112 44 Very High
Nippon India Focused Equity Fund - Reg - Growth 11,616 -6.8 43,207 12.8 92,141 17.7 8,194 110 Very High
Baroda BNP Paribas Focused Fund - Reg - Growth 11,184 -14.2 43,001 12.5 86,164 14.9 684 20 Very High
Flexi Cap Funds
HDFC Flexi Cap Fund - Growth 12,148 2.7 49,559 23.0 1,11,531 25.8 66,344 1814 Very High
Franklin India Flexi Cap Fund - Growth 11,801 -3.5 47,251 19.4 1,01,955 21.9 17,947 1525 Very High
HSBC Flexi Cap Fund - Growth 11,597 -7.1 46,928 18.9 96,318 19.5 5,042 200 Very High
Edelweiss Flexi Cap Fund - Reg - Growth 11,673 -5.8 46,802 18.7 97,249 19.9 2,469 35 Very High
DSP Flexi Cap Fund - Reg - Growth 11,793 -3.7 45,761 17.0 92,104 17.7 11,570 95 Very High
Aditya Birla Sun Life Flexi Cap Fund - Growth 11,818 -3.2 45,321 16.3 91,700 17.5 22,174 1633 Very High
Kotak Flexicap Fund - Reg - Growth 11,616 -6.8 44,502 15.0 89,763 16.6 50,426 76 Very High
Value & Contra Funds
HSBC Value Fund - Reg - Growth 11,550 -7.9 49,440 22.8 1,08,538 24.6 13,565 100 Very High
Nippon India Value Fund - Reg - Growth 11,646 -6.3 49,316 22.6 1,08,032 24.4 8,564 209 Very High
ICICI Prudential Value Discovery Fund - Growth 12,028 0.5 48,595 21.5 1,09,033 24.8 48,308 433 Very High
SBI Contra Fund - Growth 11,675 -5.8 48,483 21.3 1,15,919 27.4 42,181 361 Very High
Bandhan Sterling Value Fund - Reg - Growth 11,548 -8.0 45,966 17.4 1,07,548 24.2 9,947 139 Very High
Tax-saving funds (ELSS)
SBI Long Term Equity Fund - Growth 11,775 -4.0 51,347 25.7 1,11,127 25.6 27,791 408 Very High
HDFC ELSS Taxsaver Fund - Growth 11,971 -0.5 49,017 22.2 1,06,575 23.8 15,729 1289 Very High
DSP ELSS Tax Saver Fund - Growth 11,827 -3.1 47,628 20.0 1,00,438 21.3 16,610 128 Very High
Franklin India ELSS Tax Saver Fund - Growth 11,802 -3.5 47,526 19.8 1,01,438 21.7 6,855 1383 Very High
Mirae Asset ELSS Tax Saver Fund - Reg - Growth 11,720 -5.0 44,759 15.4 92,802 18.0 25,021 44 Very High
Kotak ELSS Tax Saver Fund - Reg - Growth 11,369 -11.1 44,450 14.9 93,180 18.1 6,219 107 Very High
Bandhan ELSS Tax saver Fund - Reg - Growth 11,513 -8.6 43,913 14.0 96,776 19.7 6,822 142 Very High

Top Hybrid Picks

Top Hybrid Funds (Returns in % <1 Year absolute and >1 year CAGR)

Scheme Name Since

6 Months 1 Year 3 Years 5 Years AUM (In Crs) NAV Riskometer
Inception
Aggressive Hybrid Fund
ICICI Prudential Equity & Debt Fund - Growth -3.2 11.7 16.9 21.6 15.3 39,770 362 Very High
Edelweiss Aggressive Hybrid Fund - Growth -3.0 12.9 15.0 17.3 12.2 2,363 59 Very High
UTI Aggressive Hybrid Fund - Growth -2.4 14.0 14.8 18.3 15.1 6,099 383 Very High
Kotak Equity Hybrid Fund - Growth -4.8 13.6 12.7 16.6 12.2 6,913 58 Very High
Baroda BNP Paribas Aggresive Hybrid Fund - Reg - Growth -4.4 11.3 12.2 15.0 13.1 1,184 26 Very High
HDFC Hybrid Equity Fund - Growth -3.4 7.8 11.1 15.4 12.9 23,912 111 Very High
HSBC Aggressive Hybrid Fund - Reg - Growth -7.0 10.9 10.9 13.7 12.3 5,728 51 Very High
Mirae Asset Aggressive Hybrid Fund - Reg - Growth -4.8 9.2 10.2 14.3 12.1 8,893 30 Very High
Multi Asset Allocation 6 Months 1 Year 3 Years 5 Years Exp Ratio AUM (In Crs) NAV Riskometer
ICICI Prudential Multi-Asset Fund - Growth 1.5 15.6 17.9 21.3 1.4 51,028 708 High
UTI Multi Asset Allocation Fund - Growth -0.4 15.5 17.1 15.2 1.8 4,963 71 Very High
Nippon India Multi Asset Allocation Fund - Reg - Growth 0.2 14.3 14.6 -- 1.5 4,850 20 Very High
HDFC Multi - Asset Fund - Growth -0.5 11.2 11.8 14.7 1.9 3,844 67 High
Dynamic Asset Allocation 6 Months 1 Year 3 Years 5 Years Exp Ratio AUM (In Crs) NAV Riskometer
HDFC Balanced Advantage Fund - Growth -4.9 8.0 18.8 20.1 1.4 95,521 483 Very High
ICICI Prudential Balanced Advantage Fund - Reg - Growth -0.2 10.6 11.8 12.9 1.5 60,434 69 Very High
Baroda BNP Paribas Balanced Advantage Fund - Reg - Growth -2.8 8.8 11.5 14.9 1.9 4,221 23 Very High
Aditya Birla Sun Life Balanced Advantage Fund - Growth -1.8 10.4 10.5 12.3 1.8 7,305 99 High
Edelweiss Balanced Advantage Fund - Growth -3.6 8.3 10.1 14.0 1.7 12,429 48 Very High
Tata Balanced Advantage Fund - Reg - Growth -3.0 6.6 10.0 12.6 1.7 10,217 20 High
Conservative Hybrid Fund 6 Months 1 Year 3 Years 5 Years Exp Ratio AUM (In Crs) NAV Riskometer
HDFC Hybrid Debt Fund - Growth 0.4 7.6 9.6 10.6 1.8 3,308 79 Moderately High
Kotak Debt Hybrid Fund - Reg - Growth 1.6 8.0 9.5 11.1 1.7 3,057 56 Moderately High
SBI Conservative Hybrid Fund - Growth 0.5 8.5 9.0 10.7 1.5 9,915 69 High
Aditya Birla Sun Life Regular Savings Fund - Reg - Growth 1.9 9.0 8.0 9.6 1.9 1,411 63 Moderately High
Equity Savings Fund 6 Months 1 Year 3 Years 5 Years Exp Ratio AUM (In Crs) NAV Riskometer
Sundaram Equity Savings Fund - Growth 1.1 10.9 9.8 12.9 2.2 1,051 67 Moderate
HDFC Equity Savings Fund - Growth -0.8 7.0 9.0 11.2 1.9 5,580 63 Moderately High
Mirae Asset Equity Savings Fund - Reg - Growth 0.0 8.9 9.0 11.6 1.3 1,361 19 Moderately High
ICICI Prudential Equity Savings Fund - Reg - Growth 2.5 7.8 8.1 8.0 1.0 12,555 22 Low to Moderate

February 2025 4
 Mutual Fund Top Picks

Top Debt Picks

Top Debt Funds Data as on February 03, 2025

Returns (%)
(simple annualised) YTM Exp ratio
Scheme name Category AUM (Rs Cr) Riskometer
(Dec-24) (%)
3 mths 6 mths 1 yr

Corporate Bond Fund Riskometer

Aditya Birla Sun Life Corporate Bond Fund - Reg - Growth Corporate Bond 7.3 8.1 8.3 7.5 0.5 24,979 Moderate
Kotak Corporate Bond Fund - Std - Growth Corporate Bond 7.0 7.8 8.1 7.5 0.7 14,150 Moderate
ICICI Prudential Corporate Bond Fund - Reg - Growth Corporate Bond 7.0 7.4 7.9 7.6 0.6 29,118 Moderate
Bandhan Corporate Bond Fund - Reg - Growth Corporate Bond 7.0 7.6 7.7 7.3 0.6 13,823 Moderate
Short Duration Fund
HDFC Short Term Debt Fund - Growth Short Duration Fund 7.1 7.7 8.1 7.6 0.7 14,816 Moderate
SBI Short Term Debt Fund - Growth Short Duration Fund 7.1 7.5 7.7 7.6 0.8 13,350 Moderate
Kotak Bond Short Term Fund - Reg - Growth Short Duration Fund 6.6 7.2 7.5 7.5 1.1 16,790 Moderate
Mirae Asset Short Duration Fund - Reg - Growth Short Duration Fund 7.2 7.3 7.5 7.6 1.1 346 Moderate
Indices
Nifty Short Duration Debt Index 7.1 7.4 7.6 -- -- --
Low Duration & Ultra Short Duration Fund Riskometer

ICICI Prudential Savings Fund - Reg - Growth Low Duration Fund 6.7 7.2 7.9 7.7 0.5 23,061 Low to Moderate
HDFC Low Duration Fund - Growth Low Duration Fund 6.2 6.7 7.3 7.9 1.0 18,122 Low to Moderate
Mirae Asset Low Duration Fund - Regular Savings Plan - Growth Low Duration Fund 6.5 6.9 7.3 7.7 0.8 1,257 Low to Moderate
Mirae Asset Ultra Short Duration Fund - Reg - Growth Ultra Short Duration 7.0 7.2 7.6 7.5 0.4 1,616 Low to Moderate
HDFC Ultra Short Term Fund - Reg - Growth Ultra Short Duration 6.7 6.9 7.4 7.6 0.7 14,105 Low to Moderate
SBI Magnum Ultra Short Duration Fund - Growth Ultra Short Duration 6.6 7.0 7.3 7.5 0.6 12,178 Low to Moderate
Index
ICRA Liquid Index 7.2 7.3 7.6 -- -- --
Liquid Riskometer

ICICI Prudential Liquid Fund - Reg - Growth Liquid Fund 6.9 7.0 7.3 7.3 0.3 49,653 Moderate
Mirae Asset Liquid Fund - Growth Liquid Fund 6.9 7.0 7.3 7.2 0.2 11,206 Low to Moderate
HDFC Liquid Fund - Growth Liquid Fund 6.9 7.0 7.3 7.2 0.3 68,648 Low to Moderate
Nippon India Liquid Fund - Reg - Growth Liquid Fund 6.9 7.0 7.3 7.4 0.3 26,986 Moderate
Index
ICRA Liquid Index 7.2 7.3 7.6 -- -- --

Tax rates for Mutual funds

*The Riskometer will indicate six levels of risk – Low, Low to moderate, Moderate, Moderately High, High and Very high.

Holding Period for Long Term Long Term Short Term

Equity MF
Equity Oriented MF* (>65% Indian Equity) >12 Months 12.50% 20%
Debt MF
Acquired before 1st Apr 23
Sold between 1st April 2024 and 22nd July 2024 >36 Months 20% Slab rate
Sold on or after 23rd July 2024 >24 months 12.50% Slab rate
Acquired after 1st April 2023
Sold on or after 1st April 2024 No period of holding Slab rate Slab rate
Hybrid MF
Hybrid MF with >=65% Equity >12 Months 12.50% 20%
Hybrid MF with >=65% Debt No period of holding Slab rate Slab rate
Hybrid MF (>35% and < 65% Indian equity) >24 months 12.50% Slab rate
FOFs
Underlying MFs <65% Debt >24 months 12.50% Slab rate
Underlying MFs >65% Debt No period of holding Slab rate Slab rate
Underlying ETFs>90% Equity (Domestic)
Acquired before 1st Apr 23 and sold after 23 July 24 >12 Months 12.50% 20%
Acquired after 1st Apr 23 and sold after 23 July 24 but upto 31 march 2025 No period of holding Slab rate 20%
Sold after 1st Apr 2025 >12 Months 12.50% 20%
Underlying MFs/ETFs of Silver, Gold or International
Acquired before 1st Apr 23 and sold after 23 July 24 >24 months 12.50% Slab rate
Acquired after 1st Apr 23 and sold after 23 July 24 but upto 31 march 2025 No period of holding Slab rate Slab rate
Sold after 1st Apr 2025 >24 months 12.50% Slab rate
Gold ETF, Silver ETF & International ETF (Except Debt ETF)
Acquired before 1st Apr 23 and sold after 23 July 24 >12 Months 12.50% Slab rate
Acquired after 1st Apr 23 and sold after 23 July 24 but upto 31 march 2025 No period of holding Slab rate Slab rate
Sold after 1st Apr 2025 >12 Months 12.50% Slab rate
No Indexation benefit available on any capital gains after July 23, 2024
* Annual LTCG exemption increased from Rs.1Lakh to Rs.1.25Lakh for Equity & Equity Oriented Funds

February 2025 5
 Mutual Fund Top Picks

Focused Funds
Scheme Name MF Category 6 1 Yr 3 5 Since AUM (in Crs) NAV Riskometer
Months Yrs Yrs Inception

Baroda BNP Paribas Large Cap Fund - Growth Large Cap -8.6 10.3 13.5 16.5 16 2,421 206.8 Very High

Mirae Asset Large Cap Fund - Reg - Growth Large Cap -5.6 9.6 9.5 14.7 14.9 38,752 104 Very High

Kotak Bluechip Fund - Reg - Growth Large Cap -6.1 11.1 11.9 16.4 18.8 9,411 529.7 Very High

Tata Large Cap Fund - Reg - Growth Large Cap -8.1 8.5 11.5 15.9 18.9 2,415 469.8 Very High

Bandhan Core Equity Fund - Reg - Growth Large & Mid Cap -7 14.3 20 21.7 13.7 7,641 122.4 Very High

HDFC Large and Mid Cap Fund - Growth Large & Mid Cap -8.2 9 18.1 22.6 12.8 23,899 311.2 Very High

ICICI Prudential Large & Mid Cap Fund - Growth Large & Mid Cap -3.1 16.7 19.5 23.3 18.6 17,680 933 Very High

Baroda BNP Paribas Large & Mid Cap Fund - Reg - Growth Large & Mid Cap -6.6 8.9 15 -- 23.4 1,540 25.3 Very High

Mirae Asset Large & Midcap Fund - Growth Large & Mid Cap -10 6.3 11.2 18.9 19.6 38,335 135.8 Very High

Motilal Oswal Large and Midcap Fund (MOFLM) - Reg - Growth Large & Mid Cap -1 23.1 20.8 22.4 23.1 9,001 30.2 Very High

Tata Large & Mid Cap Fund - Reg - Growth Large & Mid Cap -8.6 8 13.8 17.4 12.9 8,245 488.2 Very High

UTI Large & Mid Cap Fund - Growth Large & Mid Cap -5.8 17.4 18.4 22.3 12.9 4,134 166.2 Very High

WhiteOak Capital Large & Mid Cap Fund - Reg - Growth Large & Mid Cap -4.6 14.2 -- -- 16.4 1,571 11.9 Very High

Invesco India Midcap Fund - Growth Mid Cap -0.2 23.6 20.8 24.5 16.7 6,150 156.8 Very High

Mirae Asset Midcap Fund - Reg - Growth Mid Cap -10.9 6 14.9 23.1 23.5 16,694 32.1 Very High

HSBC Small Cap Fund - Reg - Growth Small cap -10 6.8 17.7 27.3 21 17,386 77.1 Very High

Bandhan Small Cap Fund - Reg - Growth Small cap -4.1 18.8 23.6 -- 33.9 9,692 42.3 Very High

Franklin India Focused Equity Fund - Growth Focused Fund -6.8 11.6 14 19.5 14.1 12,044 100.4 Very High

Mirae Asset Focused Fund - Reg - Growth Focused Fund -3.3 9.6 6.4 15.5 16.5 8,192 23.9 Very High

Baroda BNP Paribas Focused Fund - Reg - Growth Focused Fund -11.9 7.4 11.5 14.7 10.1 684 20.3 Very High

Aditya Birla Sun Life Flexi Cap Fund - Growth Flexi Cap -5 11.5 12.4 16.4 21.2 22,174 1632.6 Very High

Edelweiss Flexi Cap Fund - Reg - Growth Flexi Cap -6.8 14.2 14.8 18.7 13.4 2,469 35.3 Very High

DSP Flexi Cap Fund - Reg - Growth Flexi Cap -5.9 11.6 12.6 16.7 13.6 11,570 95.1 Very High

HDFC Flexi Cap Fund - Growth Flexi Cap -1.9 16.9 20.9 23.2 18.9 66,344 1813.9 Very High

Invesco India Flexi Cap Fund - Reg - Growth Flexi Cap -1.9 19.2 -- -- 20.2 2,576 17.3 Very High

Mirae Asset Flexi Cap Fund - Reg - Growth Flexi Cap -3.8 10.3 -- -- 21.1 2,507 14.5 Very High

Mirae Asset ELSS Tax Saver Fund - Reg - Growth ELSS -7.2 10.2 12.2 19.1 17.8 25,021 44.5 Very High

Kotak Multicap Fund - Reg - Growth Multi Cap -7.4 11.3 21.7 -- 18.8 16,065 17.8 Very High

Mirae Asset Multicap Fund - Reg - Growth Multi Cap -8.1 6.6 -- -- 18.4 3,459 12.8 Very High

Motilal Oswal Multi Cap Fund - Reg - Growth Multi Cap 12.2 -- -- -- 24 3,265 12.4 Very High

Bandhan Sterling Value Fund - Reg - Growth Value Fund -8.2 7.5 14.7 23.4 16.8 9,947 139.1 Very High

Franklin India Opportunities Fund - Growth Thematic/Sector Funds -5.4 22.1 25.6 26.5 13.5 6,120 236.3 Very High

Mirae Asset Great Consumer Fund - Growth Thematic/Sector Funds -5.5 16.1 17.6 19 17.2 4,152 89.9 Very High

Tata Resources & Energy Fund - Reg - Growth Thematic/Sector Funds -13.2 3.5 11.1 21.8 16.4 1,026 40 Very High

ICICI Prudential Business Cycle Fund - Reg - Growth Thematic/Sector Funds -5.6 11.3 17.8 -- 21.1 11,737 21.7 Very High

Baroda BNP Paribas Aggresive Hybrid Fund - Reg - Growth Aggressive Hybrid Fund -4.4 11.3 12.2 15 13.1 1,184 26.3 Very High

Edelweiss Aggressive Hybrid Fund - Growth Aggressive Hybrid Fund -3 12.9 15 17.3 12.2 2,363 59.2 Very High

Mirae Asset Aggressive Hybrid Fund - Reg - Growth Aggressive Hybrid Fund -4.8 9.2 10.2 14.3 12.1 8,893 29.7 Very High

UTI Multi Asset Allocation Fund - Growth Multi Asset -0.4 15.5 17.1 15.2 12.9 4,963 70.9 Very High

Aditya Birla Sun Life Balanced Advantage Fund - Growth Dynamic Asset Allocation -1.8 10.4 10.5 12.3 9.7 7,305 98.8 High

Mirae Asset Balanced Advantage Fund - Reg - Growth Dynamic Asset Allocation -2 8 -- -- 11.8 1,779 13.2 Moderately High

HDFC Asset Allocator Fund Of Funds - Reg - Growth Dynamic Asset Allocation 0.8 11.6 13.9 -- 15 3,394 16.9 High

ICICI Prudential Asset Allocator Fund (FOF) - Growth Dynamic Asset Allocation 1.1 11 12.8 14 12.1 23,680 112.5 High

NFO

Scheme Name MF Category NFO Opens NFO Closes Riskometer

Baroda BNP Paribas Energy Fund Sectoral/Thematic 21-Jan-25 4-Feb-25 Very High

Motilal Oswal Innovation Fund Sectoral/Thematic 29-Jan-25 12-Feb-25 Very High

Edelweiss Consumption Fund Sectoral/Thematic 31-Jan-25 14-Feb-25 Very High

Invesco India Business Cycle Fund Sectoral/Thematic 6-Feb-25 20-Feb-25 Very High

HSBC Financial Services Fund Sectoral/Thematic 6-Feb-25 20-Feb-25 Very High

Above schemes are available for SIP and Lumpsum Investment. Schemes Marked in green are part of the Top Picks

February 2025 6
 Mutual Fund Research powered by Q Square Analysis
(A 360-degree quantitative and qualitative analysis of mutual fund schemes to help you choose the right fund.)

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3. Quantitative Analysis - We take into account the return and risk parameters of a fund on an absolute and relative basis to its category peers.
o Risk - We assess the fund’s consistency and volatility to capture the risk and,
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