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5 Best Performing Lump sum Investments 2025 - 2026

Updated on June 25, 2025 , 153578 views

Mutual Fund schemes in India have grown over the years. As a result, the Best Performing Mutual Funds in the Market keep on changing. There are various rating systems in place to judge a mutual fund scheme, such as CRISIL, Morning Star, ICRA, etc.

Lump sum Investments

These systems evaluate a mutual fund based on the qualitative and quantitative factors like returns, Standard Deviation, fund age, etc. The summation of all these factors leads to the rating of the best performing Mutual Funds in India.

Tips For Lump sum Mutual Fund Investments

A perfect way to invest in the best performing mutual funds is by looking at both its qualitative and quantitative measures, such as:

Scheme Asset Size

Investors should always go for a fund that is neither too big nor too small in size. While there is no perfect definition and relation between the size of the fund, it is said that both too small and too large, can hinder a fund’s performance. Less Asset Under Management (AUM) in any scheme is very risky as you don't know who the investors are & what quantum of investments they have in a particular scheme. Thus, while choosing a fund, it is advisable to go for the one whose AUM is approximately same as the category.

Fund Age

To invest in the best performing mutual funds, the investors should do a fair assessment of the fund's performances for over a period of time. Also, it is suggested to go for a scheme that consistently churning returns over 4-5 years.

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Best Lumpsum Equity Mutual Funds 2025 - 2026

Below are the top ranked funds from equity category like large-, mid-, small-, multi-cap funds, ELSS and sectoral funds.

Top 5 Lump sum Large Cap Equity Mutual Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Nippon India Large Cap Fund Growth ₹92.0318
↑ 0.42 		₹41,750 5,000 105.7725.526.418.2
DSP BlackRock TOP 100 Equity Growth ₹481.149
↑ 0.40 		₹6,036 1,000 7.26.610.423.22120.5
ICICI Prudential Bluechip Fund Growth ₹112.14
↑ 0.65 		₹69,763 5,000 8.77.48.222.923.916.9
Invesco India Largecap Fund Growth ₹71.06
↑ 0.33 		₹1,488 5,000 12.45.47.82221.720
IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 		₹655 5,000 9.212.515.421.912.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 25

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Top 5 Lump sum Mid Cap Equity Mutual Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Motilal Oswal Midcap 30 Fund  Growth ₹103.517
↑ 0.21 		₹30,401 5,000 11.5-7.11035.436.257.1
Edelweiss Mid Cap Fund Growth ₹103.036
↑ 0.41 		₹10,028 5,000 14.42.711.931.733.538.9
Invesco India Mid Cap Fund Growth ₹180.24
↑ 0.62 		₹6,641 5,000 184.417.332.930.943.1
ICICI Prudential MidCap Fund Growth ₹302.97
↑ 0.46 		₹6,421 5,000 16.76.25.827.430.727
SBI Magnum Mid Cap Fund Growth ₹239.564
↑ 1.74 		₹22,406 5,000 92.62.923.129.520.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 25

Top 5 Lump sum Small Cap Mutual Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
L&T Emerging Businesses Fund Growth ₹83.2921
↑ 0.16 		₹16,061 5,000 14.4-6-1.326.634.728.5
Franklin India Smaller Companies Fund Growth ₹174.955
↑ 0.93 		₹13,545 5,000 15.3-2.7-229.83423.2
HDFC Small Cap Fund Growth ₹139.685
↑ 0.72 		₹34,032 5,000 14.80.65.529.33420.4
Kotak Small Cap Fund Growth ₹265.66
↑ 1.13 		₹17,329 5,000 12.6-3.70.521.532.625.5
ICICI Prudential Smallcap Fund Growth ₹88.12
↑ 0.41 		₹8,254 5,000 14.32.31.12232.615.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 25

Top 5 Lump sum Diversified/Multi Cap Equity Mutual Fund

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Nippon India Multi Cap Fund Growth ₹302.743
↑ 0.93 		₹43,483 5,000 12.64.35.230.232.325.8
Motilal Oswal Multicap 35 Fund Growth ₹62.8928
↑ 0.15 		₹13,023 5,000 10.3-0.913.628.522.145.7
JM Multicap Fund Growth ₹99.4351
↑ 0.74 		₹5,917 5,000 8.9-4.4-2.828.427.233.3
HDFC Equity Fund Growth ₹2,007.18
↑ 8.52 		₹75,784 5,000 8.57.510.827.929.823.5
ICICI Prudential Multicap Fund Growth ₹802.1
↑ 2.80 		₹15,095 5,000 9.24.86.925.626.420.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 25

Top 5 Lump sum (ELSS) Equity Linked Saving Scheme

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Motilal Oswal Long Term Equity Fund Growth ₹52.7429
↑ 0.38 		₹4,360 500 15.1-6.28.831.827.347.7
SBI Magnum Tax Gain Fund Growth ₹444.633
↑ 1.83 		₹29,667 500 8.44.25.629.828.227.7
HDFC Tax Saver Fund Growth ₹1,431.68
↑ 5.93 		₹16,454 500 9.37.88.926.927.121.3
L&T Tax Advantage Fund Growth ₹136.443
↑ 0.40 		₹4,129 500 10.70.86.525.423.333
JM Tax Gain Fund Growth ₹48.9765
↑ 0.41 		₹199 500 9.2-0.11.425.225.329
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 25

Top 5 Lump sum Sector Equity Mutual Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Invesco India PSU Equity Fund Growth ₹65.03
↑ 0.53 		₹1,394 5,000 12.97.5-3.3392925.6
SBI PSU Fund Growth ₹32.4064
↑ 0.25 		₹5,259 5,000 8.25.5-0.538.330.523.5
Nippon India Power and Infra Fund Growth ₹352.305
↑ 1.76 		₹7,417 5,000 11.10.6-4.936.933.126.9
HDFC Infrastructure Fund Growth ₹48.416
↑ 0.32 		₹2,540 5,000 11.63.70.836.534.923
ICICI Prudential Infrastructure Fund Growth ₹199.43
↑ 1.24 		₹7,920 5,000 11.66.95.33637.527.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 25

Best Lumpsum Debt Funds 2025 - 2026

Below are the top ranked funds from debt category like liquid, ultra short, short term, gilt, credit risk and corporate Debt fund.

Top 5 Lump sum Ultra Short Term Debt Mutual Funds

Ultra short term funds are good investment for 6-12 months period with low risk stable returns as they invest corpus in short term debt instruments with maturities ranging between 6 - 12 months.

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Aditya Birla Sun Life Savings Fund Growth ₹548.606
↑ 0.10 		₹18,981 1,000 2.34.28.17.47.96.92%4M 13D5M 8D
ICICI Prudential Ultra Short Term Fund Growth ₹27.713
↑ 0.00 		₹16,269 5,000 2.147.67.17.56.88%5M 12D8M 8D
SBI Magnum Ultra Short Duration Fund Growth ₹5,976.92
↑ 1.04 		₹16,434 5,000 2.13.97.67.17.40.49%5M 16D6M 25D
Invesco India Ultra Short Term Fund Growth ₹2,697.95
↑ 0.56 		₹1,227 5,000 23.97.56.97.56.59%5M 16D5M 24D
Kotak Savings Fund Growth ₹42.891
↑ 0.01 		₹15,401 5,000 2.13.97.46.97.26.63%5M 23D6M
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 25

Top 5 Lump sum Short Term Debt Mutual Funds

Short term funds are good investment for 1-2 year period with low risk stable returns as they invest corpus in debt instruments with maturities ranging between 1 - 3 Year.

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Sundaram Short Term Debt Fund Growth ₹36.3802
↑ 0.01 		₹362 5,000 0.811.412.85.3 4.52%1Y 2M 13D1Y 7M 3D
Nippon India Short Term Fund Growth ₹52.9693
↑ 0.00 		₹7,058 5,000 35.19.47.786.87%2Y 8M 16D3Y 5M 26D
Axis Short Term Fund Growth ₹31.0103
↓ 0.00 		₹9,494 5,000 2.85.29.47.786.83%2Y 7M 6D3Y 2M 23D
IDFC Bond Fund Short Term Plan Growth ₹57.3339
↓ -0.02 		₹10,697 5,000 2.85.19.37.67.86.57%2Y 10M 10D3Y 7M 10D
HDFC Short Term Debt Fund Growth ₹32.1111
↓ 0.00 		₹17,019 5,000 2.859.37.98.36.87%2Y 9M4Y 1M 2D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 21

Top 5 Lump sum Liquid Mutual Funds

Liquid Funds are good investment for a day to 90 days period with low risk stable returns as they invest corpus in money market debt instruments with maturities ranging between a week to 3 months.

FundNAVNet Assets (Cr)Min Investment1 MO (%)3 MO (%)6 MO (%)1 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Axis Liquid Fund Growth ₹2,905.7
↑ 0.29 		₹36,089 500 0.51.83.67.27.46.3%1M 8D1M 11D
DSP BlackRock Liquidity Fund Growth ₹3,725.66
↑ 0.42 		₹17,752 1,000 0.51.83.57.27.46.51%1M 6D1M 10D
Invesco India Liquid Fund Growth ₹3,586.94
↑ 0.33 		₹14,737 5,000 0.51.83.67.27.46.19%1M 22D1M 22D
Canara Robeco Liquid Growth ₹3,142.19
↑ 0.51 		₹6,387 5,000 0.51.73.67.27.46.24%1M 15D1M 18D
UTI Liquid Cash Plan Growth ₹4,281.12
↑ 0.41 		₹23,623 500 0.51.83.67.27.36.29%1M 6D1M 6D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 25

Top 5 Lump sum GILT Mutual Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
ICICI Prudential Gilt Fund Growth ₹103.163
↓ -0.04 		₹7,347 5,000 2.65.39.58.98.26.45%3Y 6M9Y 4M 17D
Axis Gilt Fund Growth ₹25.5555
↓ -0.03 		₹770 5,000 1.54.48.78.1106.56%8Y 5M 19D19Y 9M 11D
SBI Magnum Gilt Fund Growth ₹65.9213
↓ -0.05 		₹12,573 5,000 1.34.17.98.18.96.76%10Y 4M 20D24Y 10M 28D
DSP BlackRock Government Securities Fund Growth ₹95.4022
↓ -0.10 		₹1,904 1,000 0.93.67.3810.16.7%10Y 5M 23D27Y 9M 25D
HDFC Gilt Fund Growth ₹55.3341
↓ -0.07 		₹3,058 5,000 1.54.48.57.88.76.59%8Y 7M 6D17Y 9M 4D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 25

Top 5 Lump sum Corporate Bond Mutual Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Nippon India Prime Debt Fund Growth ₹60.2306
↓ 0.00 		₹8,771 1,000 3.15.39.88.28.46.84%3Y 9M 25D5Y 7D
ICICI Prudential Corporate Bond Fund Growth ₹29.9071
↓ 0.00 		₹31,264 5,000 2.74.99.18.286.85%2Y 9M 7D4Y 8M 8D
HDFC Corporate Bond Fund Growth ₹32.6296
↓ -0.01 		₹35,493 5,000 2.64.99.38.18.66.83%4Y 2M 5D6Y 3M 18D
Aditya Birla Sun Life Corporate Bond Fund Growth ₹113.147
↓ -0.05 		₹28,436 1,000 2.54.99.38.18.56.84%4Y 18D6Y 1M 20D
BNP Paribas Corporate Bond Fund Growth ₹27.6001
↓ -0.01 		₹299 5,000 3.35.5107.98.36.71%3Y 9M 25D5Y 2M 16D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 25

Top 5 Lump sum Credit Risk Mutual Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
DSP BlackRock Credit Risk Fund Growth ₹49.6565
↓ -0.01 		₹210 1,000 318.42314.87.87.32%1Y 11M 5D2Y 7M 17D
Aditya Birla Sun Life Credit Risk Fund Growth ₹22.3607
↑ 0.03 		₹993 1,000 3.19.116.711.311.97.8%2Y 4M 2D3Y 7M 13D
L&T Credit Risk Fund Growth ₹32.3165
↓ 0.00 		₹657 10,000 13.717.221.411.27.27.19%2Y 1M 17D2Y 10M 6D
Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04 		₹104 5,000 2.957.511 0%
Invesco India Credit Risk Fund Growth ₹1,933.21
↓ -0.77 		₹150 5,000 2.46.610.39.37.36.82%2Y 10M 17D3Y 11M 19D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 25

Best Lumpsum Hybrid Funds 2025 - 2026

Below are the top ranked funds from difference categories like. Aggresive, Conservative, Arbitrage, Dynamic Allocation, Multi Asset, Equity Savings and solution oriented Hybrid schemes.

Top 5 Lump sum Balanced Mutual Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
JM Equity Hybrid Fund Growth ₹123.073
↑ 0.04 		₹822 5,000 8.4-10.525.227.127
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.58
↑ 0.12 		₹1,198 5,000 10.5-0.93.32427.325.8
ICICI Prudential Equity and Debt Fund Growth ₹395.68
↑ 1.26 		₹43,159 5,000 7.28.610.122.926.217.2
UTI Multi Asset Fund Growth ₹74.7913
↑ 0.07 		₹5,659 5,000 7.14.68.722.717.320.7
ICICI Prudential Multi-Asset Fund Growth ₹761.083
↑ 3.72 		₹59,452 5,000 6.29.612.222.424.616.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 25

Top 5 Lump sum Aggressive Hybrid Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
JM Equity Hybrid Fund Growth ₹123.073
↑ 0.04 		₹822 5,000 8.4-10.525.227.127
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.58
↑ 0.12 		₹1,198 5,000 10.5-0.93.32427.325.8
ICICI Prudential Equity and Debt Fund Growth ₹395.68
↑ 1.26 		₹43,159 5,000 7.28.610.122.926.217.2
UTI Hybrid Equity Fund Growth ₹409.361
↑ 1.12 		₹6,254 1,000 7.43.47.620.721.919.7
DSP BlackRock Equity and Bond Fund Growth ₹362.073
↑ 0.16 		₹11,104 1,000 6.25.810.820.218.817.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 25

Top 5 Lump sum Conservative Hybrid Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
JM Equity Hybrid Fund Growth ₹123.073
↑ 0.04 		₹822 5,000 8.4-10.525.227.127
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.58
↑ 0.12 		₹1,198 5,000 10.5-0.93.32427.325.8
ICICI Prudential Equity and Debt Fund Growth ₹395.68
↑ 1.26 		₹43,159 5,000 7.28.610.122.926.217.2
UTI Multi Asset Fund Growth ₹74.7913
↑ 0.07 		₹5,659 5,000 7.14.68.722.717.320.7
ICICI Prudential Multi-Asset Fund Growth ₹761.083
↑ 3.72 		₹59,452 5,000 6.29.612.222.424.616.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 25

Top 5 Lump sum Arbitrage Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
UTI Arbitrage Fund Growth ₹35.031
↑ 0.01 		₹7,308 5,000 1.83.57.16.95.67.7
ICICI Prudential Equity Arbitrage Fund Growth ₹34.2972
↑ 0.01 		₹28,444 5,000 1.83.57.16.95.57.6
Kotak Equity Arbitrage Fund Growth ₹37.466
↑ 0.01 		₹67,362 5,000 1.83.577.15.77.8
SBI Arbitrage Opportunities Fund Growth ₹33.8007
↑ 0.01 		₹33,759 5,000 1.93.677.15.67.5
Aditya Birla Sun Life Arbitrage Fund Growth ₹26.5572
↑ 0.01 		₹18,204 1,000 1.93.576.85.57.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 25

Top 5 Lump sum Dynamic Allocation Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Invesco India Dynamic Equity Fund Growth ₹54.37
↑ 0.17 		₹978 5,000 6.41.97.216.51415.9
Axis Dynamic Equity Fund Growth ₹21.14
↑ 0.05 		₹3,161 5,000 54.18.516.314.117.5
Aditya Birla Sun Life Balanced Advantage Fund Growth ₹107.66
↑ 0.20 		₹7,710 1,000 7.37.69.615.715.213
Edelweiss Balanced Advantage Fund Growth ₹51.35
↑ 0.21 		₹12,696 1,000 6.14.25.415.215.713.1
ICICI Prudential Balanced Advantage Fund Growth ₹74.33
↑ 0.14 		₹63,787 5,000 77.110.115.115.912.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 25

Top 5 Lump sum Multi Asset Allocation Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
UTI Multi Asset Fund Growth ₹74.7913
↑ 0.07 		₹5,659 5,000 7.14.68.722.717.320.7
ICICI Prudential Multi-Asset Fund Growth ₹761.083
↑ 3.72 		₹59,452 5,000 6.29.612.222.424.616.1
Edelweiss Multi Asset Allocation Fund Growth ₹64.53
↑ 0.42 		₹2,749 5,000 8.15.19.721.521.620.2
SBI Multi Asset Allocation Fund Growth ₹59.5107
↓ -0.07 		₹8,395 5,000 7.87.59.718.515.112.8
HDFC Multi-Asset Fund Growth ₹71.639
↑ 0.07 		₹4,375 5,000 6.36.99.516.117.313.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 25

Top 5 Lump sum Equity Savings Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
L&T Equity Savings Fund Growth ₹32.8783
↑ 0.02 		₹655 5,000 5.5-3.14.813.614.424
SBI Equity Savings Fund Growth ₹24.0976
↑ 0.10 		₹5,431 1,000 6.43.97.613.313.112
Principal Equity Savings Fund Growth ₹70.9231
↑ 0.13 		₹1,049 5,000 5.24.68.413.314.212.6
Kotak Equity Savings Fund Growth ₹26.0999
↑ 0.04 		₹8,254 5,000 4.73.26.212.612.211.7
Edelweiss Equity Savings Fund Growth ₹25.0924
↑ 0.04 		₹639 5,000 43.88.612.211.313.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 25

Top 5 Lump sum Solution Oriented Schemes

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
HDFC Retirement Savings Fund - Equity Plan Growth ₹51.497
↑ 0.28 		₹6,474 5,000 94.25.824.127.318
ICICI Prudential Child Care Plan (Gift) Growth ₹334.12
↑ 1.14 		₹1,343 5,000 11.48.28.322.621.216.9
HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹39.237
↑ 0.15 		₹1,657 5,000 7.64.26.118.719.914
Tata Retirement Savings Fund - Progressive Growth ₹67.5571
↑ 0.09 		₹2,083 5,000 13.72.27.32119.321.7
Tata Retirement Savings Fund-Moderate Growth ₹66.0542
↑ 0.11 		₹2,151 5,000 11.72.98.419.117.719.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 25

Best Lump sum Mutual Fund on 1 Month Performance

1. DSP BlackRock US Flexible Equity Fund

The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of BGF – USFEF. The Scheme may, at the discretion of the Investment Manager also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or money market/liquid schemes of DSP BlackRock Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized. It shall be noted ‘similar overseas mutual fund schemes’ shall have investment objective, investment strategy and risk profile/consideration similar to those of BGF – USFEF.

DSP BlackRock US Flexible Equity Fund is a Equity - Global fund was launched on 3 Aug 12. It is a fund with High risk and has given a CAGR/Annualized return of 15.3% since its launch.  Ranked 3 in Global category.  Return for 2024 was 17.8% , 2023 was 22% and 2022 was -5.9% .

Below is the key information for DSP BlackRock US Flexible Equity Fund

DSP BlackRock US Flexible Equity Fund
Growth
Launch Date 3 Aug 12
NAV (26 Jun 25) ₹62.5663 ↑ 0.03   (0.05 %)
Net Assets (Cr) ₹866 on 31 May 25
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating ☆☆☆☆☆
Risk High
Expense Ratio 1.54
Sharpe Ratio 0.28
Information Ratio -0.7
Alpha Ratio -6.37
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 20₹10,000
31 May 21₹13,949
31 May 22₹14,457
31 May 23₹15,546
31 May 24₹18,855
31 May 25₹20,914

DSP BlackRock US Flexible Equity Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 Invest Now

Returns for DSP BlackRock US Flexible Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Jun 25

DurationReturns
1 Month 8.9%
3 Month 12.2%
6 Month 9.7%
1 Year 15.7%
3 Year 18.2%
5 Year 17.1%
10 Year
15 Year
Since launch 15.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024 17.8%
2023 22%
2022 -5.9%
2021 24.2%
2020 22.6%
2019 27.5%
2018 -1.1%
2017 15.5%
2016 9.8%
2015 2.5%
Fund Manager information for DSP BlackRock US Flexible Equity Fund
NameSinceTenure
Jay Kothari1 Mar 1312.26 Yr.

Data below for DSP BlackRock US Flexible Equity Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Technology28.22%
Financial Services20.08%
Health Care15.02%
Communication Services11.49%
Consumer Cyclical9.51%
Industrials6.16%
Energy3.9%
Basic Materials3.79%
Asset Allocation
Asset ClassValue
Cash1.82%
Equity98.17%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF US Flexible Equity I2
Investment Fund | -		99%₹758 Cr2,052,864
↓ -13,756
Treps / Reverse Repo Investments
CBLO/Reverse Repo | -		1%₹11 Cr
Net Receivables/Payables
Net Current Assets | -		1%-₹4 Cr

2. Invesco India Mid Cap Fund

The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid cap companies. However, there can be no assurance that the funds objectives will be achieved.

Invesco India Mid Cap Fund is a Equity - Mid Cap fund was launched on 19 Apr 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.2% since its launch.  Ranked 38 in Mid Cap category.  Return for 2024 was 43.1% , 2023 was 34.1% and 2022 was 0.5% .

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund
Growth
Launch Date 19 Apr 07
NAV (27 Jun 25) ₹180.24 ↑ 0.62   (0.35 %)
Net Assets (Cr) ₹6,641 on 31 May 25
Category Equity - Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating ☆☆
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 0.69
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 20₹10,000
31 May 21₹16,865
31 May 22₹18,479
31 May 23₹21,793
31 May 24₹31,587
31 May 25₹38,644

Invesco India Mid Cap Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹642,208.
Net Profit of ₹342,208 Invest Now

Returns for Invesco India Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Jun 25

DurationReturns
1 Month 7.7%
3 Month 18%
6 Month 4.4%
1 Year 17.3%
3 Year 32.9%
5 Year 30.9%
10 Year
15 Year
Since launch 17.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 43.1%
2023 34.1%
2022 0.5%
2021 43.1%
2020 24.4%
2019 3.8%
2018 -5.3%
2017 44.3%
2016 1.1%
2015 6.4%
Fund Manager information for Invesco India Mid Cap Fund
NameSinceTenure
Aditya Khemani9 Nov 231.56 Yr.
Amit Ganatra1 Sep 231.75 Yr.

Data below for Invesco India Mid Cap Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services26.33%
Health Care18.64%
Consumer Cyclical16.77%
Industrials11.18%
Technology9.21%
Basic Materials7.94%
Real Estate7.87%
Communication Services1.97%
Asset Allocation
Asset ClassValue
Cash0.07%
Equity99.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE		5%₹322 Cr506,411
L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF		5%₹277 Cr16,854,973
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE		4%₹260 Cr1,893,617
↑ 236,434
Dixon Technologies (India) Ltd (Technology)
Equity, Since 28 Feb 22 | DIXON		4%₹256 Cr155,335
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH		4%₹247 Cr2,246,434
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK		4%₹246 Cr12,506,782
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 500251		4%₹228 Cr441,151
↑ 20,000
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 22 | JKCEMENT		4%₹220 Cr431,234
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 500271		4%₹220 Cr1,684,103
HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Jan 25 | HDFCAMC		3%₹192 Cr439,084
↑ 101,760

3. Invesco India Growth Opportunities Fund

(Erstwhile Invesco India Growth Fund)

The investment objective of the Scheme is to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. However, there can be no assurance that the objectives of the scheme will be achieved.

Invesco India Growth Opportunities Fund is a Equity - Large & Mid Cap fund was launched on 9 Aug 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.8% since its launch.  Ranked 6 in Large & Mid Cap category.  Return for 2024 was 37.5% , 2023 was 31.6% and 2022 was -0.4% .

Below is the key information for Invesco India Growth Opportunities Fund

Invesco India Growth Opportunities Fund
Growth
Launch Date 9 Aug 07
NAV (27 Jun 25) ₹101.69 ↑ 0.31   (0.31 %)
Net Assets (Cr) ₹7,274 on 31 May 25
Category Equity - Large & Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating ☆☆☆☆☆
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 0.63
Information Ratio 0.84
Alpha Ratio 8.7
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 20₹10,000
31 May 21₹15,628
31 May 22₹16,358
31 May 23₹18,714
31 May 24₹27,251
31 May 25₹32,512

Invesco India Growth Opportunities Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107 Invest Now

Returns for Invesco India Growth Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Jun 25

DurationReturns
1 Month 7.4%
3 Month 16.8%
6 Month 5.4%
1 Year 15.4%
3 Year 30.4%
5 Year 26.4%
10 Year
15 Year
Since launch 13.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 37.5%
2023 31.6%
2022 -0.4%
2021 29.7%
2020 13.3%
2019 10.7%
2018 -0.2%
2017 39.6%
2016 3.3%
2015 3.8%
Fund Manager information for Invesco India Growth Opportunities Fund
NameSinceTenure
Aditya Khemani9 Nov 231.56 Yr.
Amit Ganatra21 Jan 223.36 Yr.

Data below for Invesco India Growth Opportunities Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services27.55%
Consumer Cyclical22.11%
Health Care15.77%
Industrials12.73%
Real Estate7.5%
Technology6.55%
Basic Materials4.49%
Communication Services1.98%
Asset Allocation
Asset ClassValue
Cash1.32%
Equity98.68%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 500251		5%₹354 Cr683,586
↑ 140,897
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Mar 24 | INDIGO		5%₹321 Cr612,171
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 28 Feb 23 | CHOLAFIN		4%₹287 Cr1,921,954
BSE Ltd (Financial Services)
Equity, Since 31 Oct 23 | BSE		4%₹286 Cr449,447
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Dec 23 | PRESTIGE		4%₹263 Cr1,914,877
↑ 339,521
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | MAXHEALTH		3%₹236 Cr2,146,168
L&T Finance Ltd (Financial Services)
Equity, Since 30 Apr 24 | LTF		3%₹220 Cr13,404,597
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Sep 22 | DIXON		3%₹214 Cr130,340
Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | 543320		3%₹213 Cr9,152,597
Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY		3%₹211 Cr6,673,912

4. Franklin India Feeder - Franklin U S Opportunities Fund

The Fund seeks to provide capital appreciation by investing predominantly in units of Franklin U. S. Opportunities Fund, an overseas Franklin Templeton mutual fund, which primarily invests in securities in the United States of America.

Franklin India Feeder - Franklin U S Opportunities Fund is a Equity - Global fund was launched on 6 Feb 12. It is a fund with High risk and has given a CAGR/Annualized return of 16.3% since its launch.  Ranked 6 in Global category.  Return for 2024 was 27.1% , 2023 was 37.9% and 2022 was -30.3% .

Below is the key information for Franklin India Feeder - Franklin U S Opportunities Fund

Franklin India Feeder - Franklin U S Opportunities Fund
Growth
Launch Date 6 Feb 12
NAV (26 Jun 25) ₹75.0552 ↑ 0.39   (0.52 %)
Net Assets (Cr) ₹3,834 on 31 May 25
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating ☆☆☆☆
Risk High
Expense Ratio 1.52
Sharpe Ratio 0.38
Information Ratio -1.32
Alpha Ratio -6.33
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 20₹10,000
31 May 21₹12,742
31 May 22₹10,865
31 May 23₹11,996
31 May 24₹15,822
31 May 25₹17,850

Franklin India Feeder - Franklin U S Opportunities Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 Invest Now

Returns for Franklin India Feeder - Franklin U S Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Jun 25

DurationReturns
1 Month 7%
3 Month 10.9%
6 Month 0.9%
1 Year 10.9%
3 Year 20.2%
5 Year 12.6%
10 Year
15 Year
Since launch 16.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024 27.1%
2023 37.9%
2022 -30.3%
2021 17.9%
2020 45.2%
2019 34.2%
2018 6.5%
2017 18.1%
2016 -0.8%
2015 8.8%
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Sandeep Manam18 Oct 213.62 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Technology35.89%
Communication Services15.3%
Health Care11.31%
Consumer Cyclical10.68%
Industrials8.87%
Financial Services7.65%
Basic Materials2.39%
Consumer Defensive1.78%
Real Estate0.62%
Asset Allocation
Asset ClassValue
Cash1.69%
Equity97.22%
Other0.37%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -		99%₹3,480 Cr4,641,619
↑ 36,779
Call, Cash & Other Assets
CBLO | -		1%₹31 Cr

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.

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