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Best Mutual Funds to Invest In 2025
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Best Mutual Funds to Invest In 2025
Looking for the best mutual funds to invest in 2025? With new prospects opening up, it is necessary to choose top mutual funds for your finances. Looking for a fund with diversification, growth, and professional management will better position you to meet your financial objectives.
The best mutual funds to invest in 2025 will be covered in this article. For those wishing to maximize their growth, increase stable returns, or even obtain a tax shield, these funds would allow you to successfully invest for this year.
Mutual Funds are suitable for the long term as per the history of funds' returns yet they carry risks. Different schemes carry different risks because different schemes invest in different assets.
So investing in any mutual fund requires proper research, the type of assets the scheme will invest in, the time horizon and goals of your investment, etc.
So, let's see some best mutual funds schemes based on their returns.
Mutual Funds List
1. ICICI Prudential Infrastructure-Dir-G
|
Return or Risk |
Volatility Protection |
Return Outperformance |
|
20% more returns for every unit. |
Ranks best in protecting against volatility |
Over the past ten years, this product has produced the highest return among sectoral infrastructure funds. |
Fund Details
|
Fund House |
ICICI Prudential Mutual Fund |
|
Launch Date |
01 Jan 2013 |
|
Expense Ratio |
1.16% as of Feb 28, 2025 |
|
Benchmark |
BSE India Infrastructure TRI |
|
Min. Investment |
SIP- Rs.500 and Lump- Rs.5000 |
|
Risk |
Very High |
|
1 Year Returns |
9.3% |
|
Short Term Capital Gains (STCG) |
20% if redeemed earlier than 12 months |
|
Long Term Capital Gains (LTCG) |
After 12 months, 12.5% tax on gains of Rs.1.25 lac + in a financial year |
Explore all opened NFOs and Mutual Funds in India
Asset Allocation of Equity
|
Asset |
Percentage (%) |
|
Equity |
93.39% |
|
Debt |
0.92% |
|
Other |
5.69% |
Top 3 Stock Holdings
|
Company |
Holdings |
|
Larsen & Toubro Ltd. |
9.43% |
|
Adani Ports and Special Economic Zone Ltd. |
4.19% |
|
Shree Cement Ltd. |
3.9% |
2. Quant Small Cap Fund-Dir-G
|
Return or Risk |
Volatility Protection |
Return Outperformance |
|
20% more returns for every unit. |
Ranks lower against volatility protection in its category |
Over the past ten years, this product has produced the highest return among small-cap funds. |
Fund Details
|
Fund House |
Quant Mutual Fund |
|
Launch Date |
01 Jan 2013 |
|
Expense Ratio |
0.68% as of Feb 28, 2025 |
|
Benchmark |
NIFTY Smallcap 250 TRI |
|
Min. Investment |
Lump- Rs.5000 and SIP- Rs.1000 |
|
Risk |
Very High |
|
1 Year Returns |
1.81% |
|
Short Term Capital Gains (STCG) |
20% if redeemed earlier than 12 months |
|
Long Term Capital Gains (LTCG) |
After 12 months, 12.5% tax on gains of Rs.1.25 lac + in a financial year |
Asset Allocation of Equity
|
Asset |
Percentage (%) |
|
Equity |
93.4% |
|
Debt |
0.61% |
|
Other |
5.99% |
Top 3 Stock Holdings
|
Company |
Holdings |
|
Reliance Industries Ltd. |
10.58% |
|
JIO Financial Services Ltd. |
4.78% |
|
Aegis Logistics Ltd. |
4.39% |
3. Invesco India Infrastructure-Dir-G
|
Return or Risk |
Chance |
Return Outperformance |
|
20% more returns for every unit. |
70% of the time it has produced an annual return of 14.21% if held for at least 5 years |
Over the past 10 years, this product has produced the highest return among sectoral-infrastructure funds. |
Fund Details
|
Fund House |
Invesco Mutual Fund |
|
Launch Date |
01 Jan 2013 |
|
Expense Ratio |
0.84% as of Feb 28, 2025 |
|
Benchmark |
BSE India Infrastructure TRI |
|
Min. Investment |
Lump- Rs.1000 and SIP- Rs.500 |
|
Risk |
Very High |
|
1 Year Returns |
7.19% |
|
Short Term Capital Gains (STCG) |
20% if redeemed earlier than 12 months |
|
Long Term Capital Gains (LTCG) |
After 12 months, 12.5% tax on gains of Rs.1.25 lac + in a financial year |
Asset Allocation of Equity
|
Asset |
Percentage (%) |
|
Equity |
96.57% |
|
Other |
3.43% |
Top 3 Stock Holdings
|
Company |
Holdings |
|
Bharti Airtel Ltd. |
6.52% |
|
Power Grid Corporation Of India Ltd. |
4.19% |
|
Larsen & Toubro Ltd. |
3.77% |
Conclusion
With experienced leadership, the best mutual funds to invest in 2025 provide respectable returns. Invesco India Infrastructure, Quant Small Cap, and ICICI Prudential Infrastructure are excellent options for expansion. Long-term investments in these funds can help you accumulate wealth. Always align your investment with your financial objectives and risk tolerance.
Other Related Blogs
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Explore Top 3 Mutual Funds to invest in India
Disclaimer: Not a buy or sell recommendation. No investment advice is given. Past returns do not guarantee future returns. This Mutual Funds analysis is provided solely for informative purposes and should not be considered investment advice. Always conduct research and talk with a financial advisor before investing.
Frequently Asked Questions
Quant Small Cap Fund-Dir-G with 680.73% returns in 5 years has produced the highest return as compared with other two mutual funds above.
Rs.64.68 as of 19 March 2025.
Quant Small Cap fund, Equity Small Cap fund, ICICI Prudential Infrastructure Fund etc can be the best SIP option in 2025.
Rs.242.04 as of 19 March 2025.
Rs.184.58 as of 19 March 2025.
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