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Best Mutual Fund SIP Plan for August 2025: Bandhan Small Cap, Motilal Oswal Midcap, and More

Written by: Sachin GuptaUpdated on: 28 Jul 2025, 3:32 am IST
Mutual funds pool money from multiple investors to invest in a diversified portfolio of assets such as stocks, bonds, or other securities.
Best Mutual Fund SIP Plan for August 2025: Bandhan Small Cap, Motilal Oswal Midcap, and More
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Investing in mutual funds has become a popular choice for individuals seeking to grow their wealth over time without the need to manage every detail themselves. Mutual funds pool money from multiple investors to invest in a diversified portfolio of assets such as stocks, bonds, or other securities.

This collective investment approach allows even small investors to gain access to professionally managed portfolios and benefit from diversification, which can help reduce risk. Whether you're a beginner or a seasoned investor, mutual funds offer a convenient and flexible way to participate in financial markets. In this blog, we’ll take a closer look at some of the best mutual fund SIP plans for August 2025.

Best Mutual Funds SIPs for August 2025

NameAUM (₹ Cr)CAGR 3Y (%)
Bandhan Small Cap Fund12,981.5734.96
ITI Small Cap Fund2,504.4132.40
Invesco India Midcap Fund7,405.9232.31
Motilal Oswal Midcap Fund33,053.1332.28
Motilal Oswal Large & Midcap Fund11,816.3032.18

Note: The above-mentioned schemes have been selected based on 3Y CAGR as of July 23, 2025

Overview of Best Mutual Fund SIPs

1. Bandhan Small Cap Fund

  • 5Y CAGR: 37.73%
  • NAV: ₹52.48
  • Alpha: 12.89
  • Tracking Error: 3.49

2. ITI Small Cap Fund

  • 5Y CAGR: 30.30%
  • NAV: ₹32.46
  • Alpha: 9.87
  • Tracking Error: 3.96

3. Motilal Oswal Midcap Fund

  • 5Y CAGR: 37.19%
  • NAV: ₹118.65
  • Alpha: 6.44
  • Tracking Error: 8.09

Also ReadCheck Out Top Mutual Funds with Highest AUM from Non-Associate Distributors!

Conclusion

Mutual funds can serve as a valuable component of a well-rounded investment strategy. They provide an accessible and relatively low-risk way for individuals to invest in a broad array of assets while benefiting from professional management. However, like any investment, mutual funds carry risks and require careful consideration of factors such as investment goals, risk tolerance, fees, and performance history.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions. 

Mutual Fund investments in the securities market are subject to market risks, read all the related documents carefully before investing.

Published on: Jul 23, 2025, 12:26 PM IST

Sachin Gupta

Sachin Gupta is a Content Writer with 6+ years of experience in the stock market, including global markets like the US, Canada, and Australia. At Angel One, Sachin specialises in creating financial content that simplifies complex market trends. Sachin holds a Master's in Commerce, specialising in Economics.

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