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Table of Contents
- Tips For Lump sum Mutual Fund Investments
- How to Invest in Best Mutual Funds Online?
- Best Lumpsum Equity Mutual Funds 2025 - 2026
- Best Lumpsum Debt Funds 2025 - 2026
- Best Lumpsum Hybrid Funds 2025 - 2026
- Top 5 Lump sum Balanced Mutual Funds
- Top 5 Lump sum Aggressive Hybrid Funds
- Top 5 Lump sum Conservative Hybrid Funds
- Top 5 Lump sum Arbitrage Funds
- Top 5 Lump sum Dynamic Allocation Funds
- Top 5 Lump sum Multi Asset Allocation Funds
- Top 5 Lump sum Equity Savings Funds
- Top 5 Lump sum Solution Oriented Schemes
- Best Lump sum Mutual Fund on 1 Month Performance
Top 4 Funds
5 Best Performing Lump sum Investments 2025 - 2026
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.
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.
How to Invest in Best Mutual Funds Online?
Open Free Investment Account for Lifetime at Fincash.com.
Complete your Registration and KYC Process
Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!
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
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Nippon India Large Cap Fund Growth ₹90.2936
↑ 0.86 ₹39,677 5,000 12.6 0.5 10.7 23.1 26.4 18.2 IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 ₹655 5,000 9.2 12.5 15.4 21.9 12.6 DSP BlackRock TOP 100 Equity Growth ₹474.722
↑ 5.16 ₹5,611 1,000 10.4 2.2 14.9 21.4 21.1 20.5 ICICI Prudential Bluechip Fund Growth ₹109.61
↑ 0.96 ₹68,034 5,000 11.5 1.5 11 20.5 23.6 16.9 Invesco India Largecap Fund Growth ₹69.1
↑ 0.64 ₹1,424 5,000 14.1 -1.4 11.4 19.2 21.4 20 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jun 25
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Top 5 Lump sum Mid Cap Equity Mutual Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Midcap 30 Fund Growth ₹101.035
↑ 0.60 ₹27,780 5,000 11.8 -10 16.3 32.8 36.9 57.1 Edelweiss Mid Cap Fund Growth ₹100.691
↑ 0.98 ₹9,242 5,000 17.7 -1.9 18.4 29.3 33.8 38.9 ICICI Prudential MidCap Fund Growth ₹299.22
↑ 3.62 ₹5,932 5,000 19.5 1.7 10.4 26.1 31 27 Kotak Emerging Equity Scheme Growth ₹132.488
↑ 0.76 ₹49,646 5,000 16.8 -2.9 12.4 24.9 30.8 33.6 SBI Magnum Mid Cap Fund Growth ₹236.179
↑ 1.88 ₹21,512 5,000 11.4 -0.8 7.4 21.4 30.6 20.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jun 25
Top 5 Lump sum Small Cap Mutual Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) L&T Emerging Businesses Fund Growth ₹82.2862
↑ 0.99 ₹14,737 5,000 17.2 -9.9 5.2 24.5 35.8 28.5 Franklin India Smaller Companies Fund Growth ₹173.823
↑ 0.80 ₹12,530 5,000 17.5 -5.5 4.3 28.2 35.1 23.2 HDFC Small Cap Fund Growth ₹137.037
↑ 0.22 ₹30,880 5,000 15.6 -5.1 9.9 26.8 34.6 20.4 ICICI Prudential Smallcap Fund Growth ₹86.45
↑ 0.36 ₹7,605 5,000 15.1 -3.7 5.2 20.7 33.8 15.6 Kotak Small Cap Fund Growth ₹261.966
↑ 0.55 ₹15,867 5,000 15.5 -7.5 7 19.5 33.6 25.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jun 25
Top 5 Lump sum Diversified/Multi Cap Equity Mutual Fund
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Nippon India Multi Cap Fund Growth ₹298.887
↑ 1.83 ₹40,261 5,000 15.5 -0.3 10.2 27.8 32.6 25.8 JM Multicap Fund Growth ₹97.5598
↑ 1.06 ₹5,625 5,000 9.8 -9.1 2.9 26.5 27.1 33.3 HDFC Equity Fund Growth ₹1,961.19
↑ 18.31 ₹74,105 5,000 11 2.3 14.2 25.4 29.7 23.5 Motilal Oswal Multicap 35 Fund Growth ₹60.5395
↑ 0.44 ₹12,418 5,000 10.6 -5.3 17.3 25.3 22.1 45.7 ICICI Prudential Multicap Fund Growth ₹792.31
↑ 5.52 ₹14,505 5,000 11.9 -0.4 10.9 24.1 26.3 20.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jun 25
Top 5 Lump sum (ELSS) Equity Linked Saving Scheme
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Long Term Equity Fund Growth ₹52.4849
↑ 0.38 ₹3,897 500 22.6 -6.3 17.4 30.1 28.1 47.7 SBI Magnum Tax Gain Fund Growth ₹436.584
↑ 3.63 ₹28,506 500 9.9 -0.9 10.2 27.5 28.5 27.7 HDFC Tax Saver Fund Growth ₹1,395.27
↑ 14.13 ₹16,232 500 11.7 2.1 11.7 24.6 27.1 21.3 L&T Tax Advantage Fund Growth ₹134.29
↑ 1.20 ₹3,917 500 13.5 -3.4 12.4 22.6 23.6 33 DSP BlackRock Tax Saver Fund Growth ₹139.428
↑ 1.28 ₹16,638 500 11.3 -0.7 13 22.6 26.2 23.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jun 25
Top 5 Lump sum Sector Equity Mutual Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Invesco India PSU Equity Fund Growth ₹64.69
↑ 0.33 ₹1,281 5,000 21.8 0.1 3.1 36.4 30.1 25.6 SBI PSU Fund Growth ₹32.1814
↑ 0.26 ₹5,035 5,000 14.6 -2 3 35.3 31.3 23.5 HDFC Infrastructure Fund Growth ₹47.762
↑ 0.17 ₹2,392 5,000 16.5 -1.5 7 33.8 35.7 23 Nippon India Power and Infra Fund Growth ₹346.797
↑ 1.57 ₹7,026 5,000 15.9 -5.2 2 33.8 34.1 26.9 Franklin India Opportunities Fund Growth ₹249.327
↑ 1.52 ₹6,485 5,000 13.6 -2.7 10.2 33.6 31.7 37.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 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.
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Aditya Birla Sun Life Savings Fund Growth ₹547.154
↑ 0.89 ₹17,263 1,000 2.6 4.3 8.3 7.4 7.9 7.27% 5M 16D 6M 14D ICICI Prudential Ultra Short Term Fund Growth ₹27.643
↑ 0.04 ₹15,092 5,000 2.4 4.1 7.8 7.1 7.5 7.05% 5M 1D 8M 8D SBI Magnum Ultra Short Duration Fund Growth ₹5,961.78
↑ 7.24 ₹15,125 5,000 2.3 4 7.8 7.1 7.4 6.77% 5M 8D 6M 22D Invesco India Ultra Short Term Fund Growth ₹2,690.75
↑ 3.24 ₹1,130 5,000 2.3 4 7.6 6.9 7.5 6.88% 5M 6D 5M 18D Kotak Savings Fund Growth ₹42.7924
↑ 0.06 ₹14,924 5,000 2.4 3.9 7.6 6.9 7.2 6.85% 5M 16D 5M 23D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 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.
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Sundaram Short Term Debt Fund Growth ₹36.3802
↑ 0.01 ₹362 5,000 0.8 11.4 12.8 5.3 4.52% 1Y 2M 13D 1Y 7M 3D Nippon India Short Term Fund Growth ₹53.1126
↑ 0.15 ₹6,692 5,000 4 5.7 10.2 7.8 8 7.14% 2Y 9M 3Y 7M 13D Axis Short Term Fund Growth ₹31.0591
↑ 0.08 ₹9,640 5,000 4 5.6 10.1 7.8 8 7.03% 2Y 11M 8D 3Y 9M HDFC Short Term Debt Fund Growth ₹32.1686
↑ 0.08 ₹15,030 5,000 3.8 5.4 10 8 8.3 7.1% 2Y 9M 18D 4Y 2M 5D L&T Short Term Bond Fund Growth ₹26.6198
↑ 0.08 ₹3,881 10,000 4 5.6 10 7.5 7.5 6.82% 2Y 9M 11D 3Y 5M 19D 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.
Fund NAV Net Assets (Cr) Min Investment 1 MO (%) 3 MO (%) 6 MO (%) 1 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Axis Liquid Fund Growth ₹2,896.89
↑ 1.57 ₹39,069 500 0.6 1.9 3.6 7.3 7.4 6.53% 1M 11D 1M 14D Canara Robeco Liquid Growth ₹3,132.56
↑ 0.93 ₹5,709 5,000 0.6 1.9 3.6 7.3 7.4 6.46% 1M 9D 1M 11D DSP BlackRock Liquidity Fund Growth ₹3,714.27
↑ 1.98 ₹17,845 1,000 0.6 1.9 3.6 7.3 7.4 6.51% 1M 6D 1M 10D Invesco India Liquid Fund Growth ₹3,576.22
↑ 2.13 ₹13,775 5,000 0.6 1.9 3.6 7.3 7.4 6.45% 1M 14D 1M 14D UTI Liquid Cash Plan Growth ₹4,268.13
↑ 2.31 ₹28,565 500 0.6 1.9 3.6 7.3 7.3 6.5% 1M 14D 1M 14D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jun 25
Top 5 Lump sum GILT Mutual Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity ICICI Prudential Gilt Fund Growth ₹103.443
↓ -0.11 ₹7,166 5,000 4.2 5.7 10.3 8.9 8.2 6.65% 5Y 11Y 18D SBI Magnum Gilt Fund Growth ₹66.6515
↓ -0.41 ₹11,954 5,000 4.1 5.2 9.9 8.8 8.9 6.79% 10Y 7M 2D 25Y 2M 1D DSP BlackRock Government Securities Fund Growth ₹96.6059
↓ -0.76 ₹1,737 1,000 4.2 4.7 9.9 8.6 10.1 6.8% 10Y 5M 23D 27Y 9M 25D Axis Gilt Fund Growth ₹25.7792
↓ -0.15 ₹836 5,000 4.3 5.2 10.5 8.5 10 6.77% 11Y 7D 27Y 3M 29D TATA Gilt Securities Fund Growth ₹79.1835
↓ -0.19 ₹1,147 5,000 5 5.8 10.3 8.4 8.3 6.53% 7Y 10M 24D 15Y 5M 16D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jun 25
Top 5 Lump sum Corporate Bond Mutual Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity HDFC Corporate Bond Fund Growth ₹32.7908
↑ 0.06 ₹32,657 5,000 4.2 5.6 10.4 8.4 8.6 7.05% 4Y 2M 19D 6Y 4M 20D Nippon India Prime Debt Fund Growth ₹60.4445
↑ 0.14 ₹6,998 1,000 4.4 5.9 10.7 8.4 8.4 7.07% 3Y 9M 25D 5Y 11D Aditya Birla Sun Life Corporate Bond Fund Growth ₹113.613
↑ 0.09 ₹25,884 1,000 3.9 5.5 10.3 8.3 8.5 7.03% 3Y 7M 28D 5Y 2M 12D L&T Triple Ace Bond Fund Growth ₹73.6082
↑ 0.28 ₹5,712 10,000 4.3 5.6 10.4 8.2 8.1 6.79% 2Y 9M 18D 3Y 4M 6D ICICI Prudential Corporate Bond Fund Growth ₹29.9361
↑ 0.06 ₹31,133 5,000 3.7 5.3 9.7 8.2 8 7.02% 2Y 11M 8D 4Y 10M 17D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jun 25
Top 5 Lump sum Credit Risk Mutual Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity DSP BlackRock Credit Risk Fund Growth ₹49.6315
↑ 0.03 ₹207 1,000 11.6 18.7 23.5 14.9 7.8 7.34% 1Y 11M 5D 2Y 7M 17D L&T Credit Risk Fund Growth ₹32.3387
↑ 0.05 ₹670 10,000 15.8 17.6 22 11.4 7.2 7.44% 2Y 6M 7D 3Y 5M 12D Aditya Birla Sun Life Credit Risk Fund Growth ₹22.3153
↑ 0.04 ₹985 1,000 3.7 9.1 17.9 11.3 11.9 8.03% 2Y 4M 24D 3Y 8M 16D Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04 ₹104 5,000 2.9 5 7.5 11 0% Invesco India Credit Risk Fund Growth ₹1,937.55
↑ 0.34 ₹145 5,000 5 7.1 11 9.5 7.3 6.88% 3Y 25D 4Y 2M 19D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 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
Hybridschemes.
Top 5 Lump sum Balanced Mutual Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) JM Equity Hybrid Fund Growth ₹119.835
↑ 1.37 ₹802 5,000 8.3 -5.7 2.6 23.4 27 27 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.65
↑ 0.06 ₹1,095 5,000 15 -3 10.5 22.6 27.6 25.8 HDFC Balanced Advantage Fund Growth ₹518.674
↑ 2.74 ₹97,461 5,000 8.9 1.6 9.1 22 25.1 16.7 UTI Multi Asset Fund Growth ₹73.8229
↑ 0.34 ₹5,517 5,000 8.2 1.8 9.7 20.8 17.4 20.7 ICICI Prudential Equity and Debt Fund Growth ₹388.87
↑ 2.92 ₹42,340 5,000 9.8 4 12.3 20.7 25.9 17.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jun 25
Top 5 Lump sum Aggressive Hybrid Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) JM Equity Hybrid Fund Growth ₹119.835
↑ 1.37 ₹802 5,000 8.3 -5.7 2.6 23.4 27 27 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.65
↑ 0.06 ₹1,095 5,000 15 -3 10.5 22.6 27.6 25.8 ICICI Prudential Equity and Debt Fund Growth ₹388.87
↑ 2.92 ₹42,340 5,000 9.8 4 12.3 20.7 25.9 17.2 UTI Hybrid Equity Fund Growth ₹403.121
↑ 2.14 ₹6,122 1,000 8.7 -0.1 11.3 18.9 22.1 19.7 DSP BlackRock Equity and Bond Fund Growth ₹359.7
↑ 2.31 ₹10,829 1,000 10 3 16 18.9 19.2 17.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jun 25
Top 5 Lump sum Conservative Hybrid Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) JM Equity Hybrid Fund Growth ₹119.835
↑ 1.37 ₹802 5,000 8.3 -5.7 2.6 23.4 27 27 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.65
↑ 0.06 ₹1,095 5,000 15 -3 10.5 22.6 27.6 25.8 HDFC Balanced Advantage Fund Growth ₹518.674
↑ 2.74 ₹97,461 5,000 8.9 1.6 9.1 22 25.1 16.7 UTI Multi Asset Fund Growth ₹73.8229
↑ 0.34 ₹5,517 5,000 8.2 1.8 9.7 20.8 17.4 20.7 ICICI Prudential Equity and Debt Fund Growth ₹388.87
↑ 2.92 ₹42,340 5,000 9.8 4 12.3 20.7 25.9 17.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jun 25
Top 5 Lump sum Arbitrage Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) UTI Arbitrage Fund Growth ₹34.9104
↑ 0.02 ₹6,899 5,000 1.8 3.6 7.2 6.9 5.6 7.7 ICICI Prudential Equity Arbitrage Fund Growth ₹34.179
↑ 0.02 ₹26,918 5,000 1.8 3.6 7.1 6.9 5.5 7.6 Kotak Equity Arbitrage Fund Growth ₹37.3308
↑ 0.02 ₹63,310 5,000 1.8 3.6 7.1 7.1 5.7 7.8 SBI Arbitrage Opportunities Fund Growth ₹33.6757
↑ 0.02 ₹31,895 5,000 1.8 3.6 7.1 7 5.6 7.5 Aditya Birla Sun Life Arbitrage Fund Growth ₹26.4643
↑ 0.02 ₹15,896 1,000 1.8 3.5 7 6.8 5.5 7.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jun 25
Top 5 Lump sum Dynamic Allocation Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) HDFC Balanced Advantage Fund Growth ₹518.674
↑ 2.74 ₹97,461 5,000 8.9 1.6 9.1 22 25.1 16.7 Axis Dynamic Equity Fund Growth ₹20.95
↑ 0.09 ₹2,935 5,000 7 1.6 11.9 15.4 14.3 17.5 Invesco India Dynamic Equity Fund Growth ₹53.39
↑ 0.35 ₹943 5,000 7.3 -1.3 9 14.7 13.8 15.9 Aditya Birla Sun Life Balanced Advantage Fund Growth ₹106.19
↑ 0.79 ₹7,533 1,000 9.5 4.4 11.9 14.5 15.5 13 ICICI Prudential Balanced Advantage Fund Growth ₹73.36
↑ 0.33 ₹62,528 5,000 7.9 4.4 11.1 14.2 15.9 12.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jun 25
Top 5 Lump sum Multi Asset Allocation Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) UTI Multi Asset Fund Growth ₹73.8229
↑ 0.34 ₹5,517 5,000 8.2 1.8 9.7 20.8 17.4 20.7 ICICI Prudential Multi-Asset Fund Growth ₹749.615
↑ 2.56 ₹57,485 5,000 7.7 5.8 13.5 20.2 24.4 16.1 Edelweiss Multi Asset Allocation Fund Growth ₹63.21
↑ 0.36 ₹2,612 5,000 10.2 1.9 13 19.5 21.4 20.2 SBI Multi Asset Allocation Fund Growth ₹58.7378
↑ 0.27 ₹7,976 5,000 8.5 4.6 10.9 17.3 15.2 12.8 HDFC Multi-Asset Fund Growth ₹71.045
↑ 0.24 ₹4,034 5,000 8.1 4.6 11.9 15.2 17.6 13.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jun 25
Top 5 Lump sum Equity Savings Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) L&T Equity Savings Fund Growth ₹32.6329
↑ 0.09 ₹649 5,000 6.1 -3.5 7.8 13 14.7 24 Principal Equity Savings Fund Growth ₹70.3619
↑ 0.17 ₹1,004 5,000 6.2 3 10.1 12.6 14.4 12.6 Kotak Equity Savings Fund Growth ₹25.888
↑ 0.10 ₹8,190 5,000 5.6 0.5 7.4 12 12.2 11.7 SBI Equity Savings Fund Growth ₹23.802
↑ 0.07 ₹5,443 1,000 7.6 1.9 9.5 11.9 13.1 12 Edelweiss Equity Savings Fund Growth ₹24.9329
↑ 0.07 ₹598 5,000 5 3.8 10 11.7 11.3 13.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jun 25
Top 5 Lump sum Solution Oriented Schemes
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) HDFC Retirement Savings Fund - Equity Plan Growth ₹50.595
↑ 0.41 ₹6,244 5,000 11.3 -0.4 8.9 22 27.7 18 ICICI Prudential Child Care Plan (Gift) Growth ₹324.86
↑ 3.80 ₹1,300 5,000 12.4 2 9.8 20.4 20.8 16.9 HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹38.754
↑ 0.23 ₹1,608 5,000 9.9 0.4 8.9 17.5 20.2 14 Tata Retirement Savings Fund - Progressive Growth ₹66.6562
↑ 0.68 ₹1,978 5,000 15.9 -1.7 12.1 19.1 19.4 21.7 Tata Retirement Savings Fund-Moderate Growth ₹65.2797
↑ 0.57 ₹2,067 5,000 13.9 -0.3 12.7 17.5 17.8 19.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jun 25
Best Lump sum Mutual Fund on 1 Month Performance
(Erstwhile DSP BlackRock Micro Cap Fund) The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of small cap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized DSP BlackRock Small Cap Fund is a Equity - Small Cap fund was launched on 14 Jun 07. It is a fund with Moderately High risk and has given a Below is the key information for DSP BlackRock Small Cap Fund Returns up to 1 year are on The investment objective of the scheme is to provide long term growth from a portfolio of equity / equity related instruments of companies engaged either directly or indirectly in the infrastructure sector. LIC MF Infrastructure Fund is a Equity - Sectoral fund was launched on 29 Feb 08. It is a fund with High risk and has given a Below is the key information for LIC MF Infrastructure Fund Returns up to 1 year are on (Erstwhile Motilal Oswal MOSt Focused 25 Fund) The investment objective of the Scheme is to achieve long term capital appreciation by investing in upto 25 companies with long term sustainable competitive advantage and growth potential. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Motilal Oswal Focused 25 Fund is a Equity - Focused fund was launched on 7 May 13. It is a fund with Moderately High risk and has given a Below is the key information for Motilal Oswal Focused 25 Fund Returns up to 1 year are on (Erstwhile Motilal Oswal MOSt Focused Long Term Fund) The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Motilal Oswal Long Term Equity Fund is a Equity - ELSS fund was launched on 21 Jan 15. It is a fund with Moderately High risk and has given a Below is the key information for Motilal Oswal Long Term Equity Fund Returns up to 1 year are on 1. DSP BlackRock Small Cap Fund
CAGR/Annualized return of 18% since its launch. Ranked 7 in Small Cap category. Return for 2024 was 25.6% , 2023 was 41.2% and 2022 was 0.5% . DSP BlackRock Small Cap Fund
Growth Launch Date 14 Jun 07 NAV (06 Jun 25) ₹197.106 ↓ -0.02 (-0.01 %) Net Assets (Cr) ₹14,258 on 30 Apr 25 Category Equity - Small Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.86 Sharpe Ratio -0.19 Information Ratio 0 Alpha Ratio 0 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.
Date Value 31 May 20 ₹10,000 31 May 21 ₹20,845 31 May 22 ₹24,582 31 May 23 ₹28,311 31 May 24 ₹38,905 31 May 25 ₹45,208 Returns for DSP BlackRock Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25 Duration Returns 1 Month 16.9% 3 Month 18.8% 6 Month -3.5% 1 Year 17.1% 3 Year 23.8% 5 Year 33.6% 10 Year 15 Year Since launch 18% Historical performance (Yearly) on absolute basis
Year Returns 2024 25.6% 2023 41.2% 2022 0.5% 2021 58.9% 2020 33.1% 2019 0.7% 2018 -25.5% 2017 42.8% 2016 12.7% 2015 20.4% Fund Manager information for DSP BlackRock Small Cap Fund
Name Since Tenure Vinit Sambre 21 Jun 10 14.95 Yr. Resham Jain 16 Mar 18 7.21 Yr. Data below for DSP BlackRock Small Cap Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Consumer Cyclical 31.87% Basic Materials 19.19% Industrials 14.54% Health Care 9.09% Consumer Defensive 7.8% Financial Services 5.91% Technology 3.26% Communication Services 1.01% Utility 0.16% Asset Allocation
Asset Class Value Cash 7.14% Equity 92.86% Top Securities Holdings / Portfolio
Name Holding Value Quantity Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Dec 22 | JUBLINGREA4% ₹501 Cr 7,800,000 Welspun Corp Ltd (Basic Materials)
Equity, Since 31 Mar 21 | 5321443% ₹448 Cr 5,839,689 eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | ECLERX3% ₹402 Cr 1,600,000 Dodla Dairy Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | 5433063% ₹390 Cr 3,750,000 Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | 5323563% ₹376 Cr 9,200,000 Cyient Ltd (Industrials)
Equity, Since 30 Sep 21 | CYIENT2% ₹356 Cr 3,000,000 Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | SUPRAJIT2% ₹356 Cr 9,241,534
↓ -18,961 LT Foods Ltd (Consumer Defensive)
Equity, Since 31 Dec 17 | 5327832% ₹347 Cr 10,000,000
↑ 300,000 Thangamayil Jewellery Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | THANGAMAYL2% ₹333 Cr 1,587,405 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | 5230252% ₹327 Cr 1,629,601 2. LIC MF Infrastructure Fund
CAGR/Annualized return of 9.7% since its launch. Return for 2024 was 47.8% , 2023 was 44.4% and 2022 was 7.9% . LIC MF Infrastructure Fund
Growth Launch Date 29 Feb 08 NAV (06 Jun 25) ₹49.8218 ↑ 0.22 (0.44 %) Net Assets (Cr) ₹887 on 30 Apr 25 Category Equity - Sectoral AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk High Expense Ratio 2.3 Sharpe Ratio 0.03 Information Ratio 0.32 Alpha Ratio 3.02 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹16,695 31 May 22 ₹19,648 31 May 23 ₹22,758 31 May 24 ₹40,600 31 May 25 ₹44,117 Returns for LIC MF Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25 Duration Returns 1 Month 16.1% 3 Month 19% 6 Month -4.9% 1 Year 12.9% 3 Year 31.8% 5 Year 33.6% 10 Year 15 Year Since launch 9.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 47.8% 2023 44.4% 2022 7.9% 2021 46.6% 2020 -0.1% 2019 13.3% 2018 -14.6% 2017 42.2% 2016 -2.2% 2015 -6.2% Fund Manager information for LIC MF Infrastructure Fund
Name Since Tenure Yogesh Patil 18 Sep 20 4.7 Yr. Mahesh Bendre 1 Jul 24 0.92 Yr. Data below for LIC MF Infrastructure Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Industrials 57.02% Basic Materials 9.14% Consumer Cyclical 8.07% Utility 7.19% Financial Services 6.17% Real Estate 3.11% Technology 2.31% Communication Services 2.26% Health Care 0.51% Energy 0.44% Asset Allocation
Asset Class Value Cash 3.8% Equity 96.2% Top Securities Holdings / Portfolio
Name Holding Value Quantity Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP4% ₹34 Cr 408,127 Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 5006553% ₹30 Cr 94,287 Tata Power Co Ltd (Utilities)
Equity, Since 29 Feb 24 | 5004003% ₹28 Cr 724,927 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 May 24 | 5001033% ₹24 Cr 1,062,199
↑ 79,197 REC Ltd (Financial Services)
Equity, Since 31 Jul 23 | 5329553% ₹24 Cr 571,332 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 22 | POWERINDIA3% ₹23 Cr 15,928
↑ 2,851 Afcons Infrastructure Ltd (Industrials)
Equity, Since 31 Oct 24 | AFCONS3% ₹22 Cr 537,216
↑ 46,853 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Oct 23 | HAL2% ₹22 Cr 49,106
↑ 3,972 TD Power Systems Ltd (Industrials)
Equity, Since 30 Apr 23 | TDPOWERSYS2% ₹21 Cr 476,469 GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 Jan 24 | 5222752% ₹20 Cr 126,914 3. Motilal Oswal Focused 25 Fund
CAGR/Annualized return of 13% since its launch. Ranked 28 in Focused category. Return for 2024 was 13.6% , 2023 was 18.8% and 2022 was 2% . Motilal Oswal Focused 25 Fund
Growth Launch Date 7 May 13 NAV (06 Jun 25) ₹43.8045 ↑ 0.32 (0.73 %) Net Assets (Cr) ₹1,399 on 30 Apr 25 Category Equity - Focused AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 0.94 Sharpe Ratio -0.59 Information Ratio -0.93 Alpha Ratio -14.34 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.
Date Value 31 May 20 ₹10,000 31 May 21 ₹15,331 31 May 22 ₹15,136 31 May 23 ₹16,874 31 May 24 ₹21,007 31 May 25 ₹21,349 Returns for Motilal Oswal Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25 Duration Returns 1 Month 15.5% 3 Month 19.9% 6 Month -7.2% 1 Year 2.7% 3 Year 12.8% 5 Year 15.3% 10 Year 15 Year Since launch 13% Historical performance (Yearly) on absolute basis
Year Returns 2024 13.6% 2023 18.8% 2022 2% 2021 14.6% 2020 17.3% 2019 17.1% 2018 -4.2% 2017 32.2% 2016 2.8% 2015 5.9% Fund Manager information for Motilal Oswal Focused 25 Fund
Name Since Tenure Ajay Khandelwal 1 Oct 24 0.66 Yr. Rakesh Shetty 22 Nov 22 2.52 Yr. Atul Mehra 1 Oct 24 0.66 Yr. Sunil Sawant 1 Jul 24 0.92 Yr. Data below for Motilal Oswal Focused 25 Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Industrials 33.8% Financial Services 26.03% Technology 15.14% Consumer Cyclical 12.67% Consumer Defensive 4.38% Health Care 3.94% Basic Materials 2.36% Asset Allocation
Asset Class Value Cash 1.68% Equity 98.32% Top Securities Holdings / Portfolio
Name Holding Value Quantity Piramal Enterprises Ltd (Financial Services)
Equity, Since 31 Aug 23 | PEL9% ₹144 Cr 1,300,249 Religare Enterprises Ltd (Financial Services)
Equity, Since 31 Aug 23 | RELIGARE8% ₹131 Cr 5,678,060 Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Mar 25 | BDL7% ₹116 Cr 575,353 ZF Commercial Vehicle Control Systems India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | ZFCVINDIA7% ₹108 Cr 80,638 One97 Communications Ltd (Technology)
Equity, Since 30 Apr 23 | 5433966% ₹87 Cr 982,077 Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Dec 24 | RADICO4% ₹68 Cr 269,025 Suzlon Energy Ltd (Industrials)
Equity, Since 28 Feb 25 | SUZLON4% ₹67 Cr 9,320,333 Zen Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | ZENTEC4% ₹64 Cr 300,000 OneSource Specialty Pharma Ltd (Healthcare)
Equity, Since 31 Jan 25 | ONESOURCE4% ₹61 Cr 318,723 Inox Wind Ltd (Industrials)
Equity, Since 31 Mar 25 | 5390834% ₹61 Cr 3,116,610 4. Motilal Oswal Long Term Equity Fund
CAGR/Annualized return of 17.3% since its launch. Return for 2024 was 47.7% , 2023 was 37% and 2022 was 1.8% . Motilal Oswal Long Term Equity Fund
Growth Launch Date 21 Jan 15 NAV (06 Jun 25) ₹52.4849 ↑ 0.38 (0.74 %) Net Assets (Cr) ₹3,897 on 30 Apr 25 Category Equity - ELSS AMC Motilal Oswal Asset Management Co. Ltd Rating Risk Moderately High Expense Ratio 0.74 Sharpe Ratio 0.08 Information Ratio 0.77 Alpha Ratio 1.58 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹16,160 31 May 22 ₹16,757 31 May 23 ₹20,100 31 May 24 ₹30,805 31 May 25 ₹35,818 Returns for Motilal Oswal Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25 Duration Returns 1 Month 15.1% 3 Month 22.6% 6 Month -6.3% 1 Year 17.4% 3 Year 30.1% 5 Year 28.1% 10 Year 15 Year Since launch 17.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 47.7% 2023 37% 2022 1.8% 2021 32.1% 2020 8.8% 2019 13.2% 2018 -8.7% 2017 44% 2016 12.5% 2015 Fund Manager information for Motilal Oswal Long Term Equity Fund
Name Since Tenure Ajay Khandelwal 11 Dec 23 1.47 Yr. Rakesh Shetty 22 Nov 22 2.52 Yr. Atul Mehra 1 Oct 24 0.66 Yr. Data below for Motilal Oswal Long Term Equity Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Industrials 37.3% Consumer Cyclical 20.59% Financial Services 17.43% Technology 8.6% Real Estate 6.27% Basic Materials 5.67% Health Care 2.96% Asset Allocation
Asset Class Value Cash 1.18% Equity 98.82% Top Securities Holdings / Portfolio
Name Holding Value Quantity Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | TRENT6% ₹240 Cr 425,260 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 5433205% ₹236 Cr 9,923,692 Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 23 | BDL5% ₹213 Cr 1,056,315 Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 23 | KAYNES4% ₹178 Cr 297,751 Suzlon Energy Ltd (Industrials)
Equity, Since 31 Jan 24 | SUZLON4% ₹177 Cr 24,702,337 Inox Wind Ltd (Industrials)
Equity, Since 31 Dec 23 | 5390834% ₹159 Cr 8,173,777 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 24 | AMBER4% ₹156 Cr 240,350 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX4% ₹155 Cr 235,083 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Oct 23 | PRESTIGE4% ₹155 Cr 1,055,205 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 24 | BEL3% ₹152 Cr 3,950,000
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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