| Fund Name | Category | AUM (Cr) | 1Y | 3Y | 5Y | Min SIP | Min Investment |
|---|---|---|---|---|---|---|---|
 Tata Retirement Sav Fund - Cons Plan(G) Tata Mutual Fund · Other | Solution Oriented - Retirement Fund | 168.03 | 4.40% | 6.83% | 5.73% | ₹500 | ₹5,000 |
 Kotak Short Term Fund(G) Kotak Mutual Fund · Debt | Short Duration | 14,360.33 | 4.97% | 6.71% | 5.67% | ₹100 | ₹100 |
 HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund-Reg(G) Hsbc Mutual Fund · Debt | Index Funds | 1,776.06 | 5.76% | 7.32% | -- | ₹1,000 | ₹5,000 |
HSBC CRISIL IBX Gilt June 2027 Index Fund-Reg(G) Hsbc Mutual Fund · Debt | Index Funds | 181.83 | 5.49% | 7.09% | -- | ₹1,000 | ₹5,000 |
 Quant ESG Integration Strategy Fund-Reg(G) Quant Mutual Fund · Equity | Thematic Fund | 312.31 | 23.19% | 15.59% | 16.88% | ₹1,000 | ₹5,000 |
Kotak Large & Mid Cap Fund(G) Kotak Mutual Fund · Equity | Large & Mid Cap | 30,126.86 | 4.23% | 12.48% | 12.41% | ₹100 | ₹100 |
 Nippon India CRISIL-IBX AAA Financial Services - Dec 2026 Index Fund-Reg(G) Nippon India Mutual Fund · Debt | Index Funds | 116.95 | 6.59% | -- | -- | ₹100 | ₹1,000 |
Kotak Mid Cap Fund-Reg(G) Kotak Mutual Fund · Equity | Mid Cap Fund | 64,749.42 | 7.78% | 16.42% | 15.77% | ₹100 | ₹100 |
 Mirae Asset CRISIL-IBX Financial Services 9-12 Months Debt Index Fund-Reg(G) Mirae Asset Mutual Fund · Debt | Index Funds | 105.08 | 6.31% | -- | -- | ₹99 | ₹5,000 |
Quant Dynamic Asset Allocation Fund-Reg(G) Quant Mutual Fund · Hybrid | Dynamic Asset Allocation | 905.21 | 0.15% | 11.78% | -- | ₹1,000 | ₹5,000 |
Tata Balanced Adv Fund-Reg(G) Tata Mutual Fund · Hybrid | Balanced Advantage | 8,834.19 | 2.71% | 7.41% | 7.74% | ₹100 | ₹5,000 |
 ICICI Pru Nifty PSU Bond Plus SDL Sep 2027 40:60 Index Fund-Reg(G) Icici Prudential Mutual Fund · Debt | Index Funds | 8,088.95 | 6.00% | 7.33% | -- | ₹500 | ₹1,000 |
Tata Large & Mid Cap Fund-Reg(G) Tata Mutual Fund · Equity | Large & Mid Cap | 7,887.02 | -3.23% | 6.14% | 8.56% | ₹100 | ₹5,000 |
 Axis CRISIL-IBX AAA Bond Financial Services - Sep 2027 Index Fund-Reg(G) Axis Mutual Fund · Debt | Index Funds | 8.28 | 6.01% | -- | -- | ₹1,000 | ₹5,000 |
Axis Conservative Hybrid Fund-Reg(G) Axis Mutual Fund · Hybrid | Conservative Hybrid Fund | 220.72 | 1.99% | 5.56% | 4.80% | ₹100 | ₹500 |
