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Top 6 Mutual Funds With up to 47% SIP Return in 6 Months: No. 1 fund turned Rs 33,333 monthly investment into Rs 2.33 lakh in half year
- Written by ZeeBiz WebTeam
Published: Zee Business| Updated: Zee Business
Top 6 Funds With Best SIP Returns in 6 Months: Even as the benchmark Nifty 50 showed slow recovery in the 6-month time frame, many mutual funds banked on the phenomenal growth of PSU and infra stocks. After a dull period, the funds showed a fast recovery and gave up to 47 per cent SIP return in just 6 months. Not just that, even the fund in the No. 6 position gave a 33 per cent return. If we look at the performance of the top-performing mutual funds in the 6-month period, PSU and infrastructure funds shone with value, and a retirement fund squeezed in between. Here, we take you through the top-performing funds in terms of SIP performance in 6 months. Also know how a Rs 33,333 SIP investment in each fund performed during that time frame.
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1/15
Invesco India PSU Equity Fund Direct-Growth
1/15The fund has given 46.16 per cent SIP return in 6 months. It has assets under management (AUM) of Rs 1,394 crore, while its net asset value (NAV) as on June 16, 2025, was Rs 76.18. Benchmarked against BSE PSU TRI, the fund has given 17.32 per cent annualised return since its starting in January 2013.
2/15
Invesco India PSU Equity Fund Direct-Growth
2/15The fund has 67.62 per cent largecap, 24.11 per cent midcap and 5.8 per cent smallcap stocks in its portfolio of 23 stocks. The main stocks in its portfolio are BEL, SBI, BPCL and HAL.
3/15
Invesco India PSU Equity Fund Direct-Growth
3/15At an expense ratio of 0.94 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. A Rs 33,333 monthly SIP investment in the 6-month period, or a total investment of Rs 1,99,998, has swelled to Rs 2.33 lakh.
4/15
Invesco India Infrastructure Fund Direct-Growth
4/15The fund has given 36.56 per cent SIP return in the 6-month time frame. It has AUM of Rs 1,567 crore, while its NAV as on June 16, 2025, was Rs 77.33. Benchmarked against BSE India Infrastructure TRI, the fund has given 20.28 per cent annualised return since its inception in January 2013.
5/15
Invesco India Infrastructure Fund Direct-Growth
5/15The fund has 26.38 per cent largecap, 33.02 per cent midcap and 39.59 per cent smallcap stocks in its portfolio of 47 stocks. The main stocks in its portfolio are Bharti Airtel, Supreme Industries, Delhivery and Power Grid.
6/15
Invesco India Infrastructure Fund Direct-Growth
6/15With an expense ratio of 0.84 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment each. A Rs 33,333 monthly SIP investment in 6 months has grown to Rs 2.19 lakh.
7/15
ICICI Prudential Infrastructure Direct-Growth
7/15The fund has given 35.27 per cent SIP return in the 6-month period. It has an asset base of Rs 7,920 crore, while its unit price as on June 16, 2025, was Rs 212.18. Benchmarked against BSE India Infrastructure TRI, the fund has given 17.57 per cent annualised return since its beginning in January 2013.
8/15
ICICI Prudential Infrastructure Direct-Growth
8/15The fund has 44.99 per cent largecap, 17.08 per cent midcap and 31.03 per cent smallcap stocks in its portfolio of 59 stocks. The main stocks in its portfolio are L&T, Adani Ports, NCC and NTPC.
9/15
ICICI Prudential Infrastructure Direct-Growth
9/15At an expense ratio of 1.14 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. A Rs 33,333 monthly SIP investment in the 6-month time frame has jumped to Rs 2.18 lakh.
10/15
HSBC Value Fund Direct-Growth
10/15The fund has given 33.74 per cent SIP return in 6 months. It has a fund size of Rs 13,325 crore, while its NAV as on June 16, 2025, was Rs 122.55. Benchmarked against NIFTY 500 TRI, the fund has given 20.2 per cent annualised return since its debut in January 2013. The fund has 43.26 per cent largecap, 15.37 per cent midcap and 39.78 per cent smallcap stocks in its portfolio of 74 stocks.
11/15
HSBC Value Fund Direct-Growth
11/15The main stocks in its portfolio are HDFC Bank, ICICI Bank, Pradeep Phosphates, and Godfrey Phillips. With an expense ratio of 0.78 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. A Rs 33,333 monthly SIP investment in the 6-month period has converted into Rs 2.18 lakh.
12/15
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct - Growth
12/15The fund has given 33.41 per cent SIP return in the 6-month time frame. Its AUM is Rs 831 crore, while its NAV as on June 16, 2025, was Rs 28.16. Benchmarked against CRISIL Hybrid 35+65 Aggressive Index, the fund has given 17.83 per cent annualised return since its launch in January 2013. The fund has 39.07 per cent largecap, 23.43 per cent midcap and 22.51 per cent smallcap stocks in its portfolio.
13/15
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct - Growth
13/15The main stocks in its portfolio are Interglobe Aviation, M&M, MCX and Info Edge. At an expense ratio of 0.81 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. A Rs 33,333 monthly SIP investment in 6 months has sprung to Rs 2.17 lakh.
14/15
Canara Robeco Infrastructure Direct-Growth
14/15The fund has given 32.50 per cent SIP return in the 6-month period. It has a fund size of Rs 904 crore, while its NAV as on June 16, 2025, was Rs 178.46. Benchmarked against BSE India Infrastructure TRI, the fund has given 17.86 per cent annualised return since its starting in January 2013. The fund has 54.22 per cent largecap, 27.13 per cent midcap and 14.15 per cent smallcap stocks in its portfolio of 48 stocks.
15/15
Canara Robeco Infrastructure Direct-Growth
15/15The main stocks in its portfolio are L&T, RIL, NTPC and BEL. With an expense ratio of 0.99 per cent, the fund has Rs 1,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. A Rs 33,333 monthly SIP investment in the 6-month time frame has catapulted to Rs 2.17 lakh.
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