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Top 7 Mutual Funds With up to 25% Return in 3 Months: Top-performing fund has turned Rs 99,999 one-time investment into Rs 1,06,134
- Written by Shaghil Bilali
Published: Zee Business| Updated: Zee Business
Top 7 Mutual Funds With up to 25% Return in 3 Months: Mutual fund investment is suitable for investors with a long-term investment horizon, but sometimes, due to the rally of a particular sector or high-level growth in an index, investors get remarkable results in the short term also. The Nifty 50 index jumped by 11.68 per cent in 3 months. During the same time frame, the Nifty 100 Smallcap Index grew by 24.63 per cent, while the Nifty 100 Midcap index soared by 21.93 per cent. Due to a sharp rally of these indices, many equity funds have registered significant growth in the same period. Here, we take you through the top 7 mutual funds that have given up to 25 per cent return in just 3 months.
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1/14
Motilal Oswal Large and Midcap Fund - Direct Plan - Growth
1/14The fund has given 24.54 per cent annualised SIP return in the 3-month period. It has assets under management (AUM) of Rs 10,840 crore, while its net asset value (NAV) is Rs 36.91. Benchmarked against Nifty Large Midcap 250 TRI, the fund has given 25.54 per cent annualised return (CAGR) since its beginning in September 2019.
2/14
Motilal Oswal Large and Midcap Fund - Direct Plan - Growth
2/14At an expense ratio of 0.66 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. A Rs 99,999 lump sum investment in the fund in 3 months has zoomed to Rs 1,06,134.
3/14
Invesco India SmallCap Fund Direct-Growth
3/14The fund has given 23.19 per cent annualised SIP return in the 3-month time frame. It has AUM of Rs 6,822 crore, while its NAV as on June 11, 2025, was Rs 46.51. Benchmarked against BSE 250 SmallCap TRI, the fund has given 25.99 per cent annualised return since its starting in October 2018.
4/14
Invesco India SmallCap Fund Direct-Growth
4/14With an expense ratio of 0.44 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. A Rs 99,999 one-time investment in the fund in a 3-month period has converted into Rs 1,05,796.
5/14
LIC MF Infrastructure Fund - Direct Plan - Growth
5/14The fund has given 23.12 per cent annualised SIP return in 3 months. It has an asset base of Rs 1,005 crore, while its unit price as on June 11, 2025, was Rs 57.5111. Benchmarked against Nifty NIFTY Infrastructure TRI, the fund has given 16.59 per cent annualised return since its debut in January 2013.
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LIC MF Infrastructure Fund - Direct Plan - Growth
6/14At an expense ratio of 0.53 per cent, the fund has Rs 200 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. A Rs 99,999 one-time investment in the fund in the 3-month time frame has swelled to Rs 1,05,779.
7/14
HSBC Business Cycles Fund - Direct Plan - Growth
7/14The fund has given 22.56 per cent annualised SIP return in the 3-month period. It has a fund size of Rs 1,078 crore, while its NAV as on June 11, 2025, was Rs 48.13. Benchmarked against NIFTY 500 TRI, the fund has given 15.63 per cent annualised return since its inception in August 2023.
8/14
HSBC Business Cycles Fund - Direct Plan - Growth
8/14With an expense ratio of 1.09 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. A Rs 99,999 lump sum investment in the fund in 3 months has jumped to Rs 1,05,639.
9/14
Kotak Infrastructure and Economic Reform Fund - Direct Plan - Growth
9/14The fund has given 22.03 per cent annualised SIP return in the 1-year time frame. Its AUM is Rs 2,402 crore, while its NAV as on June 11, 2025, was Rs 77.93. Benchmarked against NIFTY Infrastructure TRI, the fund has given 18.87 per cent annualised return since its launch in January 2013.
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Kotak Infrastructure and Economic Reform Fund - Direct Plan - Growth
10/14At an expense ratio of 0.7 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 99,999 one-time investment in the fund in the 3-month period has grown to Rs 1,05,506.
11/14
Bandhan Small Cap Fund - Direct Plan - Growth
11/14The fund has given 21.73 per cent annualised SIP return in 3 months. It has an asset base of Rs 11,744 crore, while its unit price as on June 11, 2025, was Rs 51.51. Benchmarked against BSE 250 SmallCap TRI, the fund has given 36.27 per cent annualised return since its beginning in February 2020.
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Bandhan Small Cap Fund - Direct Plan - Growth
12/14With an expense ratio of 0.39 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. A Rs 99,999 one-time investment in the fund in the 3-month timeframe has sprung to Rs 1,05,431.
13/14
ITI Small Cap Fund - Direct Plan - Growth
13/14The pharma fund has given 21.47 per cent annualised SIP return in the 3-month period. It has a fund size of Rs 2,504 crore, while its unit price as on June 11, 2025, was Rs 31.9924. Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 24.44 per cent annualised return since its starting in February 2020.
14/14
ITI Small Cap Fund - Direct Plan - Growth
14/14At an expense ratio of 0.56 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. A Rs 99,999 one-time investment in the fund in the 3-month time frame has converted into Rs 1,05,366.
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