TOP EQUITY SCHEMES-FOR SIP IN SEPTEMBER-2025 II Episode 84

Looking for clarity on “which mutual fund to hold or buy now?” In this episode, Rahul Narayan and CA Manoj Srivastava analyze your portfolio questions with a strict, benchmark-based framework (Nifty 500, Nifty Large & Midcap 250, Nifty Midcap 150 across 1/2/3 years). No hype—just numbers. We cover Flexi Cap, Large & Mid Cap, Contra/Value, ELSS, Large Cap, Mid Cap, Multi Cap, Small Cap, and Global/US exposure so you can make smarter, confident decisions.
🔎 Episode Highlights
Method that matters: How we compare each scheme against Nifty 500, Nifty L&M 250, and Nifty Midcap 150 over 1/2/3-year periods.


Flexi Cap: Strong names to continue/consider—Parag Parikh, HDFC Flexi, Invesco Flexi, Motilal Flexi (with a PE caution on Invesco/Motilal). BOI & Nippon Flexi looked weaker in this run.


Large & Mid Cap: Invesco, Motilal, Bandhan consistently beat benchmarks across all three periods; Axis, Mirae, SBI were not consistent.


Contra & Value: HSBC Value and ICICI Pru Value screen better overall; Invesco Contra okay (PE richer); SBI Contra relatively weak here.


ELSS (Tax-saving): HDFC ELSS & HSBC ELSS show stronger, more consistent performance; SBI ELSS is okay to continue.


Large Cap: ICICI Pru Large Cap, Nippon Large Cap, DSP Large Cap stand out. WhiteOak Large Cap (≈2-yr history) on the watchlist.


Mid Cap: HDFC Mid Cap, Motilal Mid Cap, Invesco Mid Cap for fresh money; Edelweiss Mid Cap okay to hold; Kotak Mid Cap lagged its own benchmark. (PE caution: Motilal ≈ higher; HDFC ≈ lower)


Multi Cap: Axis & Nippon lead across periods; Kotak decent; SBI okay to continue; HDFC softer in this cut.


Small Cap: Prefer Bandhan Small Cap, Invesco Small Cap, ITI Small Cap for new allocation; Axis Small Cap fine to continue.


Global/US: ICICI Pru Nasdaq-100 (tech tilt) aligns with expected US leadership from tech; SBI US Specific Active FoF okay, but tech-focused exposure may suit growth seekers.

Note: PE comments are valuation flags, not advice. Always match funds to your risk, goals, and horizon.
🙌 Your Questions, Our Community
This episode is powered by viewer questions. Keep them coming in the comments—we regularly feature them in future videos. Let’s build a learning community where every investor benefits from data-driven clarity.
📩 Collaborations & Queries
Email: [email protected]
Phone/WhatsApp: 8700908017
🔔 CTAs
If this helped you or your family:
Share this video • Subscribe to Mutual Globe • Press the Bell Icon to never miss updates • Comment your fund list for a future review

#MutualFunds #MutualFundsIndia #FlexiCap #LargeAndMidCap #ELSS #ContraFund #ValueFund #LargeCap #MidCap #MultiCap #SmallCap #GlobalFunds #Nasdaq100 #ICICIPru #HDFCMF #NipponIndiaMF #InvescoMF #MotilalOswalMF #BandhanMF #HSBCMF #AxisMF #ITI #WhiteOak


Our website : mutualglobe.com

Follow us on-
Facebook
facebook.com/people/Mutual-Globe/100079825881149

Instagram
instagram.com/manojshrivastava1306

Linkedin
linkedin.com/company/79653036/admin/dashboard

Join our Whatsapp Group for updates
chat.whatsapp.com/CY0YvlXJr10CHK2Plw9Qpq

Subscribe to our Channel:
   / @mutualglobe  

Welcome to Mutual Globe!

This Channel has been started by CA.Manoj Shrivastava and CA.Rahul Narayan with the mission to educate about Mutual Fund Investments. We are trying to empower people by way of analysing Mutual Funds Schemes so that they make investments in Mutual Funds schemes with an informed view.

DISCLAIMER
These videos are solely for Education & Learning purposes. Analysis discussed here should not be considered as an Investment advise or tips for making any sort of Investment. Investment in Securities market are subject to market risks. Past performance of any Mutual Fund scheme is no guarantee for future Returns. Please read all the related documents before making Investment in Mutual Fund schemes. You must consult Qualified Investment Advisor and Tax Advisor before making your Investment or trading. We will not be responsible for any losses incurred by you because of your investment decisions. We are not SEBI Registered Investment Advisor. Data and incidental facts of schemes at the time of recording of this episode will be different from the day when you are watching it.

0:00 – Intro & Viewer Questions
0:40 – Flexi Cap Funds
3:01 – Large & Mid Cap Funds
4:38 – Contra & Value Funds
5:48 – ELSS Funds
7:03 – Large Cap Funds
8:51 – Mid Cap Funds
10:00 – Multi Cap Funds
11:20 – Small Cap Funds
12:29 – Global Funds
13:45 – Final Advice
13:59 – Like, Share & Subscribe