13 equity mutual funds offer over 15% return on SIP investments since last Diwali. Do you own any?

Around 13 equity mutual funds delivered over 15% gains on SIP investments made since last Diwali celebrated on October 20, 2025, an analysis by ETMutualFunds showed. There were 295 funds in the said time period.

A further deep dive into the data showed that out of 295 funds, 142 funds gave positive returns and the top three funds delivered over 25% return in the said time period. Around 153 funds gave negative returns.

Samco Small Cap Fund delivered the highest return on SIP investments of around 36.35% made since last Diwali celebrated. A monthly SIP of Rs 10,000 made on October 20, 2025 in this fund would have been Rs 1.25 lakh now.


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Motilal Oswal Focused Fund delivered a return of 29.57% on SIP investments in the said time period. This was followed by two small caps - Bank of India Small Cap Fund and TRUSTMF Small Cap Fund that gave 25.75% and 24.53% return on SIP investments since the last Diwali.

Motilal Oswal Multi Cap Fund delivered a return of 22.82% on SIP investments, followed by Invesco India Focused Fund that gave 20.24% return in the said time period.

This was followed by five small cap funds. Helios Small Cap Fund, Motilal Oswal Small Cap Fund, ITI Small Cap Fund, Union Small Cap Fund and LIC MF Small Cap Fund gave 18.81%,18.36%, 18.08%, 15.75%, and 15.69% returns respectively on SIP investments in the said time period.

The next two funds were Groww Multicap Fund and Mahindra Manulife Small Cap Fund that gave 15.55% and 15.05% returns respectively in the said time period on SIP investments.

How did other mutual funds perform since last Diwali?

Taurus Large Cap Fund offered a gain of 14.71% on SIP investments made on October 20, 2025. Invesco India Smallcap Fund and PGIM India Small Cap Fund delivered 14.55% return each on SIP investments in the said time period.

Two funds from Quant Mutual Fund - Quant Small Cap Fund and Quant Large & Mid Cap Fund gave 11.42% and 11.35% respectively in the said time period.

Invesco India Large & Mid Cap Fund was the last one in the list to deliver double digit returns in the said time period as the fund delivered a gain of 10.01% in the mentioned time period. This was followed by Motilal Oswal Large & Midcap Fund that gave a return of 9.75% in the said time period.

Abakkus Flexi Cap Fund offered a return of 5.98% in the said time period. Nippon India Small Cap Fund, the largest small cap fund based on assets managed, delivered a return of 4.32% in the said time period. Quant Mid Cap Fund gained 2.24% in the same time period. Aditya Birla SL Large & Mid Cap Fund was the last one to deliver positive returns as the fund gave 0.04% return.

Out of 153 funds that delivered negative returns, three funds lost in double-digits in the mentioned time frame. Samco Flexi Cap Fund lost the most of around 14.89% on SIP investments in the said time period. A monthly SIP of Rs 10,000 made in this fund would have been Rs 1.19 lakh now.

Tata Large & Mid Cap Fund and Nippon India Value Fund lost 10.70% and 10.34% respectively on SIP investments.

Franklin India Focused Equity Fund delivered a negative return of 9.53% on SIP investments since the last Diwali. This was followed by The Wealth Company Flexi Cap Fund and ITI Value Fund that lost 9.30% and 9.16% respectively on SIP investments.

Two funds from Sundaram Mutual Fund - Sundaram Flexi Cap Fund and Sundaram ELSS Tax Saver Fund delivered a negative return of 7.04% and 7.01% respectively on SIP investments made in the said time period.

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SBI ELSS Tax Saver Fund, the oldest ELSS fund, delivered a negative return of 6.49% in the said time period on SIP investments made. SBI Contra Fund, the largest and oldest contra fund, lost 6.31% on SIP investments.

HDFC Mid Cap Fund delivered a negative return of 2.34% in the said time period. Parag Parikh Flexi Cap Fund, the largest active fund and flexi cap fund based on the assets managed, lost 2.05% on SIP investments since the last Diwali.

ICICI Pru Small Cap Fund lost the lowest of around 0.06% since the last Diwali celebrated on October 20, 2025.

The analysis covered all equity and equity-oriented mutual funds, excluding sectoral, thematic and equity-oriented hybrid funds. Only regular and growth options were considered. SIP returns were calculated since the last Diwali celebrated on October 20, 2025.

Note: the above exercise is not a recommendation. The exercise was done to find how equity mutual funds have performed on SIP investments since last Diwali.

(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)

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