Equity Mutual Funds: Basics, Benefits & Expert Tips 2024 |MySIPonline

What is Equity Funds?

Equity Funds are a type of investment fund that invests at least 65% of money in stocks and shares. These stocks invest in the top-performing companies, offering ownership in them. There are various types of equity funds, which are categorized in terms of their sizes and market capitalization.

The average returns of equity mutual funds over 5 years range between 12-15%
Equity funds have medium to high-risk
The best-recommended time for investment is 5-7 years with SIP.

Snapshot

Returns

Risk

Information

NAV Details

Compare Funds

Short Term

Long Term

SIP

Rolling Term

SBI PSU Fund - Regular Plan -Growth Equity	1 Week 4.51%	1 Month 3.4%	3 Months -6.33%	6 Months -2.71%	1 Year 55.7%	Invest
Motilal Oswal Midcap Fund-Regular Plan-Growth Option Equity	1 Week 4.05%	1 Month 4.31%	3 Months 6.59%	6 Months 26.8%	1 Year 63.42%	Invest
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Equity	1 Week 4.49%	1 Month 2.21%	3 Months -8.47%	6 Months -6.17%	1 Year 47.26%	Invest
Invesco India PSU Equity Fund - Growth Equity	1 Week 4.87%	1 Month 3.05%	3 Months -7.21%	6 Months -5.49%	1 Year 54.71%	Invest
ICICI Prudential Infrastructure Fund - Growth Equity	1 Week 3.23%	1 Month 1.4%	3 Months -2.88%	6 Months 4.23%	1 Year 45.14%	Invest
DSP India T.I.G.E.R. Fund - Regular Plan - Growth Equity	1 Week 4.33%	1 Month 3.72%	3 Months -3.15%	6 Months 3.4%	1 Year 52.04%	Invest
LIC MF Infrastructure Fund-Growth Equity	1 Week 3.9%	1 Month 6.34%	3 Months -2.24%	6 Months 10.88%	1 Year 62.06%	Invest
LIC MF Infrastructure Fund-Regular Plan-Growth Equity	1 Week 3.9%	1 Month 6.34%	3 Months -2.24%	6 Months 10.88%	1 Year 62.06%	Invest
Nippon India Power & Infra Fund-Growth Plan -Growth Option Equity	1 Week 5.34%	1 Month 3.59%	3 Months -4.18%	6 Months 1.56%	1 Year 46.26%	Invest
HDFC Infrastructure Fund - Growth Plan Equity	1 Week 3.77%	1 Month -6.53%	3 Months -5.87%	6 Months 2.06%	1 Year 34.88%	Invest

SBI PSU Fund - Regular Plan -Growth Equity	2 Years 40.67%	3 Years 36.96%	5 Years 25.11%	Annual Rt 8.42%	Invest
Motilal Oswal Midcap Fund-Regular Plan-Growth Option Equity	2 Years 45.12%	3 Years 35.41%	5 Years 32.59%	Annual Rt 24.71%	Invest
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Equity	2 Years 38.99%	3 Years 35.24%	5 Years -	Annual Rt 31.74%	Invest
Invesco India PSU Equity Fund - Growth Equity	2 Years 41.32%	3 Years 34.4%	5 Years 27.72%	Annual Rt 13%	Invest
ICICI Prudential Infrastructure Fund - Growth Equity	2 Years 37.22%	3 Years 33.7%	5 Years 30.43%	Annual Rt 16.92%	Invest
DSP India T.I.G.E.R. Fund - Regular Plan - Growth Equity	2 Years 41.97%	3 Years 32.58%	5 Years 29.15%	Annual Rt 19.05%	Invest
LIC MF Infrastructure Fund-Growth Equity	2 Years 44.59%	3 Years 32.54%	5 Years 27.9%	Annual Rt 10.53%	Invest
LIC MF Infrastructure Fund-Regular Plan-Growth Equity	2 Years 44.59%	3 Years 32.54%	5 Years 27.9%	Annual Rt 10.53%	Invest
Nippon India Power & Infra Fund-Growth Plan -Growth Option Equity	2 Years 41.59%	3 Years 31.69%	5 Years 30.1%	Annual Rt 19.45%	Invest
HDFC Infrastructure Fund - Growth Plan Equity	2 Years 38.16%	3 Years 30.22%	5 Years 24.02%	Annual Rt 10.17%	Invest

SBI PSU Fund - Regular Plan -Growth Equity	1 Year -	2 Years -	3 Years -	5 Years -	Invest
Motilal Oswal Midcap Fund-Regular Plan-Growth Option Equity	1 Year -	2 Years -	3 Years -	5 Years -	Invest
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Equity	1 Year -	2 Years -	3 Years -	5 Years -	Invest
Invesco India PSU Equity Fund - Growth Equity	1 Year -	2 Years -	3 Years -	5 Years -	Invest
ICICI Prudential Infrastructure Fund - Growth Equity	1 Year -	2 Years -	3 Years -	5 Years -	Invest
DSP India T.I.G.E.R. Fund - Regular Plan - Growth Equity	1 Year -	2 Years -	3 Years -	5 Years -	Invest
LIC MF Infrastructure Fund-Growth Equity	1 Year -	2 Years -	3 Years -	5 Years -	Invest
LIC MF Infrastructure Fund-Regular Plan-Growth Equity	1 Year -	2 Years -	3 Years -	5 Years -	Invest
Nippon India Power & Infra Fund-Growth Plan -Growth Option Equity	1 Year -	2 Years -	3 Years -	5 Years -	Invest
HDFC Infrastructure Fund - Growth Plan Equity	1 Year -	2 Years -	3 Years -	5 Years -	Invest

SBI PSU Fund - Regular Plan -Growth Equity	1 Year 0%	3 Years 0%	5 Years 0%	Invest
Motilal Oswal Midcap Fund-Regular Plan-Growth Option Equity	1 Year 0%	3 Years 0%	5 Years 0%	Invest
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Equity	1 Year 0%	3 Years 0%	5 Years 0%	Invest
Invesco India PSU Equity Fund - Growth Equity	1 Year 0%	3 Years 0%	5 Years 0%	Invest
ICICI Prudential Infrastructure Fund - Growth Equity	1 Year 0%	3 Years 0%	5 Years 0%	Invest
DSP India T.I.G.E.R. Fund - Regular Plan - Growth Equity	1 Year 0%	3 Years 0%	5 Years 0%	Invest
LIC MF Infrastructure Fund-Growth Equity	1 Year 0%	3 Years 0%	5 Years 0%	Invest
LIC MF Infrastructure Fund-Regular Plan-Growth Equity	1 Year 0%	3 Years 0%	5 Years 0%	Invest
Nippon India Power & Infra Fund-Growth Plan -Growth Option Equity	1 Year 0%	3 Years 0%	5 Years 0%	Invest
HDFC Infrastructure Fund - Growth Plan Equity	1 Year 0%	3 Years 0%	5 Years 0%	Invest

SBI PSU Fund - Regular Plan -Growth Equity	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
Motilal Oswal Midcap Fund-Regular Plan-Growth Option Equity	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Equity	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
Invesco India PSU Equity Fund - Growth Equity	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
ICICI Prudential Infrastructure Fund - Growth Equity	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
DSP India T.I.G.E.R. Fund - Regular Plan - Growth Equity	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
LIC MF Infrastructure Fund-Growth Equity	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
LIC MF Infrastructure Fund-Regular Plan-Growth Equity	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
Nippon India Power & Infra Fund-Growth Plan -Growth Option Equity	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
HDFC Infrastructure Fund - Growth Plan Equity	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest

SBI PSU Fund - Regular Plan -Growth Equity	Min SIP ₹500	Min Lumpsum ₹5000	Expense Ratio 1.92%	Fund Manager Rohit Shimpi	Launch Date 07-Jul 2010	Invest
Motilal Oswal Midcap Fund-Regular Plan-Growth Option Equity	Min SIP ₹500	Min Lumpsum ₹500	Expense Ratio 1.69%	Fund Manager Niket Shah	Launch Date 02-Feb 2014	Invest
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Equity	Min SIP ₹100	Min Lumpsum ₹500	Expense Ratio 1.82%	Fund Manager Dhaval Gala	Launch Date 30-Dec 2019	Invest
Invesco India PSU Equity Fund - Growth Equity	Min SIP ₹500	Min Lumpsum ₹1000	Expense Ratio 2.15%	Fund Manager Dhimant Kothari	Launch Date 18-Nov 2009	Invest
ICICI Prudential Infrastructure Fund - Growth Equity	Min SIP ₹500	Min Lumpsum ₹5000	Expense Ratio 1.91%	Fund Manager Ihab Dalwai	Launch Date 31-Aug 2005	Invest
DSP India T.I.G.E.R. Fund - Regular Plan - Growth Equity	Min SIP ₹100	Min Lumpsum ₹100	Expense Ratio 1.94%	Fund Manager Rohit Singhania	Launch Date 11-Jun 2004	Invest
LIC MF Infrastructure Fund-Growth Equity	Min SIP ₹1000	Min Lumpsum ₹5000	Expense Ratio 2.49%	Fund Manager Yogesh Patil	Launch Date 29-Feb 2008	Invest
LIC MF Infrastructure Fund-Regular Plan-Growth Equity	Min SIP ₹1000	Min Lumpsum ₹5000	Expense Ratio 2.49%	Fund Manager Yogesh Patil	Launch Date 29-Feb 2008	Invest
Nippon India Power & Infra Fund-Growth Plan -Growth Option Equity	Min SIP ₹500	Min Lumpsum ₹5000	Expense Ratio 1.88%	Fund Manager Sanjay Doshi	Launch Date 01-May 2004	Invest
HDFC Infrastructure Fund - Growth Plan Equity	Min SIP ₹100	Min Lumpsum ₹100	Expense Ratio 2.08%	Fund Manager Srinivasan Ramamurthy	Launch Date 10-Mar 2008	Invest

	SBI PSU Fund - Regular Plan -Growth Equity	Latest NAV 32.0441(30-11-2024)	Previous NAV 32.0441(30-11-2024)	NAV Change -0.00405674%	52- Week High NAV -	52- Week Low NAV -	Invest
	Motilal Oswal Midcap Fund-Regular Plan-Growth Option Equity	Latest NAV 108.4242(29-11-2024)	Previous NAV 108.4242(29-11-2024)	NAV Change 1.50292%	52- Week High NAV -	52- Week Low NAV -

SBI PSU Fund - Regular Plan -Growth Equity	Lumpsum 3Y P.a 36.96%	SIP 3Y P.a. 40.51%	Return Vs Category Medium	Risk Vs Category Low	Invest
Motilal Oswal Midcap Fund-Regular Plan-Growth Option Equity	Lumpsum 3Y P.a 35.41%	SIP 3Y P.a. 40.52%	Return Vs Category High	Risk Vs Category Average	Invest
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Equity	Lumpsum 3Y P.a 35.24%	SIP 3Y P.a. 37.64%	Return Vs Category Low	Risk Vs Category Low	Invest
Invesco India PSU Equity Fund - Growth Equity	Lumpsum 3Y P.a 34.4%	SIP 3Y P.a. 40.18%	Return Vs Category Low	Risk Vs Category Low	Invest
ICICI Prudential Infrastructure Fund - Growth Equity	Lumpsum 3Y P.a 33.7%	SIP 3Y P.a. 37.03%	Return Vs Category High	Risk Vs Category Low	Invest
DSP India T.I.G.E.R. Fund - Regular Plan - Growth Equity	Lumpsum 3Y P.a 32.58%	SIP 3Y P.a. 38.82%	Return Vs Category High	Risk Vs Category Low	Invest
LIC MF Infrastructure Fund-Growth Equity	Lumpsum 3Y P.a 32.54%	SIP 3Y P.a. 40.77%	Return Vs Category High	Risk Vs Category Low	Invest
LIC MF Infrastructure Fund-Regular Plan-Growth Equity	Lumpsum 3Y P.a 32.54%	SIP 3Y P.a. 40.77%	Return Vs Category High	Risk Vs Category Low	Invest
Nippon India Power & Infra Fund-Growth Plan -Growth Option Equity	Lumpsum 3Y P.a 31.69%	SIP 3Y P.a. 37.85%	Return Vs Category High	Risk Vs Category Low	Invest
HDFC Infrastructure Fund - Growth Plan Equity	Lumpsum 3Y P.a 30.22%	SIP 3Y P.a. -	Return Vs Category Medium	Risk Vs Category Low	Invest

Equity Funds

Types of Equity Mutual Funds

Top Performing Equity in India for High Return