ANVESHAN
Theme
Create account

Funds

Every scheme with a disclosed portfolio: its NAV, returns, size and cost, and every measure we derive from the disclosures — each one something you can order the list by, and each one shown in its own units when you do.

Narrow by number

Three ranges, and only three: what a fund costs, how big it is, and how long the person running it has been there. There is no range over a fund's record, because filtering on a record builds a shortlist of past winners — and our own testing found that shortlist does not predict the next three years. A fund with no expense or tenure on file is excluded by those two, never silently included.

77 funds

ordered by size · names starting with S · showing 51–77

FundCategory NAV1 yr3 yrs p.a.AssetsExpense, Direct How often it beat its category
Samco Special Opportunities Fund
Samco Asset Management Private Limited
Sectoral/ Thematic ₹9.56
21 Sep 2026
5.5% — ₹127 Cr 2.05%
Regular 3.52%
not measured
Samco Large & Mid Cap Fund
Samco Asset Management Private Limited
Large & Mid Cap ₹8.89
21 Sep 2026
−6.2% — ₹116 Cr 2.22%
Regular 3.70%
not measured
Samco Large Cap Fund
Samco Asset Management Private Limited
Large Cap ₹8.92
21 Sep 2026
−8.8% — ₹107 Cr 1.86%
Regular 3.40%
not measured
Samco ELSS Tax Saver Fund
Samco Asset Management Private Limited
ELSS ₹14.07
21 Sep 2026
0.9% 5.4% ₹106 Cr 2.11%
Regular 3.42%
beat peers in 0% of 3-yr windows10 windows — thin record
Samco Mid Cap Fund
Samco Asset Management Private Limited
Mid Cap — — — ₹75 Cr 1.58%
Regular 3.00%
not measured
SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE FUND SERIES III
Sundaram Asset Management Company Ltd
ELSS ₹36.91
21 Sep 2026
6.8% 12.5% ₹75 Cr 1.04%
Regular 1.23%
beat peers in 70% of 3-yr windows83 windows
Shriram ELSS Tax Saver Fund
Shriram Asset Management Co. Ltd.
ELSS ₹23.27
21 Sep 2026
−2.0% 7.6% ₹46 Cr 0.92%
Regular 2.54%
beat peers in 4% of 3-yr windows56 windows
SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE FUND SERIES VI
Sundaram Asset Management Company Ltd
ELSS ₹30.22
21 Sep 2026
6.5% 12.8% ₹36 Cr 0.98%
Regular 1.23%
beat peers in 82% of 3-yr windows72 windows
SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE FUND SERIES IV
Sundaram Asset Management Company Ltd
ELSS ₹31.87
21 Sep 2026
6.8% 12.6% ₹36 Cr 1.12%
Regular 1.23%
beat peers in 73% of 3-yr windows79 windows
Sundaram Long Term Tax Advantage Fund Series III
Sundaram Asset Management Company Ltd
ELSS ₹32.44
21 Sep 2026
8.9% 13.6% ₹34 Cr 1.01%
Regular 1.24%
beat peers in 95% of 3-yr windows66 windows
SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE SERIES V
Sundaram Asset Management Company Ltd
ELSS ₹31.39
21 Sep 2026
7.5% 13.3% ₹30 Cr 1.01%
Regular 1.23%
beat peers in 80% of 3-yr windows75 windows
Sundaram Long Term Tax Advantage Fund Series IV
Sundaram Asset Management Company Ltd
ELSS ₹37.24
21 Sep 2026
8.4% 13.8% ₹22 Cr 1.02%
Regular 1.23%
beat peers in 100% of 3-yr windows63 windows
SBI FOCUSED EQUITY FUNDno recent NAV
SBI Funds Management Limited
Focused — — — ₹37,122 Cr 0.75%
Regular 1.55%
not measured
Sundaram Long Term Tax Advantage Fund Series I (10 years)no recent NAV
Sundaram Asset Management Company Ltd
ELSS ₹31.71
26 Mar 2025
8.1% 12.9% ₹18 Cr 1.39%
Regular 1.44%
beat peers in 37% of 3-yr windows84 windows
SUNDARAM LONG TERM TAX ADVANTAGE SERIES IIno recent NAV
Sundaram Asset Management Company Ltd
ELSS ₹36.32
23 Mar 2026
4.7% 13.7% ₹12 Cr 1.16%
Regular 1.37%
beat peers in 38% of 3-yr windows85 windows
Sahara Wealth Plus Fund - Variable Pricing Optionno recent NAV
Sahara Asset Management Company Private Limited
Growth ₹38.73
26 Mar 2020
−25.2% −8.1% ₹7 Cr 2.25%
Regular 2.30%
beat peers in 32% of 3-yr windows31 windows — thin record
SAHARA BANKING & FINANCIAL SERVICES FUNDno recent NAV
Sahara Asset Management Company Private Limited
Growth ₹46.51
26 Mar 2020
−40.5% −5.5% ₹4 Cr 2.20%
Regular 2.30%
beat peers in 90% of 3-yr windows31 windows — thin record
Sahara Growth Fundno recent NAV
Sahara Asset Management Company Private Limited
Growth ₹120.24
26 Mar 2020
−28.1% −5.7% ₹4 Cr 2.25%
Regular 2.30%
beat peers in 68% of 3-yr windows31 windows — thin record
Sahara R.E.A.L Fundno recent NAV
Sahara Asset Management Company Private Limited
Growth ₹16.80
26 Mar 2020
−27.4% −5.4% ₹3 Cr 2.25%
Regular 2.30%
beat peers in 100% of 3-yr windows31 windows — thin record
Sahara Power and Natural Resources Fundno recent NAV
Sahara Asset Management Company Private Limited
Growth ₹16.50
26 Mar 2020
−28.2% −7.8% ₹1 Cr 2.25%
Regular 2.30%
beat peers in 94% of 3-yr windows31 windows — thin record
Sahara Wealth Plus Fund - Fixed Pricing Optionno recent NAV
Sahara Asset Management Company Private Limited
Growth ₹33.16
26 Mar 2020
−25.0% −9.2% ₹1 Cr 2.25%
Regular 2.30%
beat peers in 0% of 3-yr windows31 windows — thin record
Sahara Star Value Fundno recent NAV
Sahara Asset Management Company Private Limited
Growth ₹19.79
26 Mar 2020
−24.0% −8.0% ₹0 Cr 2.20%
Regular 2.30%
beat peers in 42% of 3-yr windows31 windows — thin record
Sahara Super 20 Fundno recent NAV
Sahara Asset Management Company Private Limited
Growth ₹16.46
26 Mar 2020
−27.9% −5.1% ₹0 Cr 2.25%
Regular 2.30%
beat peers in 74% of 3-yr windows31 windows — thin record
Sahara Midcap Fundno recent NAV
Sahara Asset Management Company Private Limited
Growth ₹67.02
3 Apr 2020
−22.0% −4.6% ₹0 Cr 2.25%
Regular 2.30%
beat peers in 97% of 3-yr windows32 windows — thin record
SaharaTax Gainno recent NAV
Sahara Asset Management Company Private Limited
ELSS ₹56.78
3 Apr 2020
−28.9% −7.3% ₹0 Cr 2.22%
Regular 2.30%
beat peers in 0% of 3-yr windows32 windows — thin record
Sahara Infrastructure Fund - VARIABLE PRICING OPTIONno recent NAV
Sahara Asset Management Company Private Limited
Growth ₹22.73
3 Apr 2020
−27.1% −6.7% ₹0 Cr 2.25%
Regular 2.30%
beat peers in 94% of 3-yr windows32 windows — thin record
Sahara Infrastructure Fund - FIXED PRICING OPTIONno recent NAV
Sahara Asset Management Company Private Limited
Growth ₹21.21
3 Apr 2020
−25.7% −6.0% ₹0 Cr 2.25%
Regular 2.30%
beat peers in 94% of 3-yr windows32 windows — thin record

NAV is the growth class, Direct plan where one exists; returns are CAGR to the build's NAV date. How often it beat its category is the share of rolling three-year stretches in which the fund beat its category median; a full record needs 36 windows, and a thinner one is greyed. Funds without that measurement sort last, never first; a fund with no NAV in the last 45 days — wound up, merged or dormant — sorts last of all and is marked. On a phone the table keeps three columns — the fund, its size and the measure you ordered by; category, NAV, both returns and the expense ratio are dropped rather than pushed off the right-hand edge, because an ordering you cannot see is worth nothing.