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Best Performing Lump Sum Investments 2023 - 2024 | Fincash.com

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5 Best Performing Lump sum Investments 2023 - 2024

Updated on March 16, 2023 , 137570 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 2023 - 2024

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 (%)2022 (%)
HDFC Top 100 Fund Growth ₹727.869
↑ 3.79
₹22,428 5,000 -4.30.4626.910.910.6
Nippon India Large Cap Fund Growth ₹53.3825
↑ 0.34
₹12,536 5,000 -4.5-0.77.326.811.211.3
ICICI Prudential Bluechip Fund Growth ₹66.66
↑ 0.43
₹34,640 5,000 -5.2-0.32.426.111.46.9
SBI Bluechip Fund Growth ₹61.0757
↑ 0.35
₹34,309 5,000 -4.8-22.524.410.54.4
Kotak Bluechip Fund Growth ₹366.192
↑ 2.28
₹5,265 5,000 -5.3-2.50.92411.12
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Mar 23

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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 (%)2022 (%)
PGIM India Midcap Opportunities Fund Growth ₹41.62
↑ 0.15
₹7,617 5,000 -6.5-8.40.238.116.5-1.7
Motilal Oswal Midcap 30 Fund  Growth ₹49.5702
↑ 0.13
₹3,663 5,000 -4.5-3.91429.81510.7
Axis Mid Cap Fund Growth ₹63.91
↑ 0.30
₹18,756 5,000 -5.6-7.6-3.72214.3-5.1
Kotak Emerging Equity Scheme Growth ₹74.582
↑ 0.60
₹23,260 5,000 -3.2-3.65.930.113.75.1
Invesco India Mid Cap Fund Growth ₹84.99
↑ 0.61
₹2,640 5,000 -6.3-3.90.624.312.70.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Mar 23

Top 5 Lump sum Small Cap Mutual Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
Nippon India Small Cap Fund Growth ₹90.5095
↑ 0.45
₹23,756 5,000 -4.4-1.6942.515.36.5
Kotak Small Cap Fund Growth ₹157.882
↑ 0.86
₹8,573 5,000 -4.4-6.7-0.937.515.1-3.1
SBI Small Cap Fund Growth ₹108.492
↑ 0.45
₹15,292 5,000 -6.8-5.67.23313.88.1
ICICI Prudential Smallcap Fund Growth ₹52.38
↑ 0.18
₹4,625 5,000 -4.5-3.66.536.313.25.7
HDFC Small Cap Fund Growth ₹79.268
↑ 0.39
₹14,630 5,000 -1.12.711.438.2124.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Mar 23

Top 5 Lump sum Diversified/Multi Cap Equity Mutual Fund

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
HDFC Equity Fund Growth ₹1,112.5
↑ 8.84
₹31,969 5,000 -4.31.111.232.613.118.3
Parag Parikh Long Term Equity Fund Growth ₹49.2848
↑ 0.35
₹29,345 1,000 1.91.71.93116.2-7.2
Nippon India Multi Cap Fund Growth ₹161.224
↑ 1.01
₹14,030 5,000 -4.4-1.99.930.712.214.1
PGIM India Diversified Equity Fund Growth ₹24.18
↑ 0.13
₹5,236 5,000 -6.4-5.8-5.129.413.3-6.4
Mahindra Badhat Yojana Growth ₹19.9292
↑ 0.08
₹1,510 1,000 -6-4.7-1.22913.61.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Mar 23

Top 5 Lump sum (ELSS) Equity Linked Saving Scheme

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
IDFC Tax Advantage (ELSS) Fund Growth ₹97.596
↑ 0.61
₹4,033 500 -4.7-1.61.332.611.54.2
HDFC Tax Saver Fund Growth ₹793.463
↑ 7.15
₹9,859 500 -40.5929.19.410.5
PGIM India Tax Savings Fund Growth ₹23.79
↑ 0.15
₹448 500 -5.2-0.80.728.811.84.7
SBI Magnum Tax Gain Fund Growth ₹232.336
↑ 1.23
₹12,073 500 -40.87.628.110.86.9
Mirae Asset Tax Saver Fund Growth ₹29.839
↑ 0.16
₹14,042 500 -6.2-3.6-1.427.213.50.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Mar 23

Top 5 Lump sum Sector Equity Mutual Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
ICICI Prudential Technology Fund Growth ₹132.13
↑ 1.44
₹9,092 5,000 -1.94.1-17.443.720.7-23.2
ICICI Prudential Infrastructure Fund Growth ₹101.2
↑ 0.65
₹2,279 5,000 -18.223.14214.428.8
Aditya Birla Sun Life Digital India Fund Growth ₹117.17
↑ 1.69
₹3,334 1,000 -0.16.2-13.438.219.8-21.6
TATA Digital India Fund Growth ₹31.3281
↑ 0.40
₹6,725 5,000 -0.84.3-16.538.120.3-23.3
DSP BlackRock Natural Resources and New Energy Fund Growth ₹55.836
↓ -0.24
₹696 1,000 -27.5137.59.99.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Mar 23

Best Lumpsum Debt Funds 2023 - 2024

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 (%)2022 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Aditya Birla Sun Life Savings Fund Growth ₹462.409
↑ 0.04
₹14,991 1,000 1.63.15.35.44.87.63%5M 5D5M 16D
ICICI Prudential Ultra Short Term Fund Growth ₹23.5213
↑ 0.00
₹12,890 5,000 1.635.15.14.57.54%4M 24D5M 16D
Nippon India Ultra Short Duration Fund Growth ₹3,438.85
↑ 0.27
₹4,974 100 1.52.95.15.74.67.72%4M 24D5M 17D
Kotak Savings Fund Growth ₹36.5631
↑ 0.00
₹12,097 5,000 1.62.954.64.57.56%5M 5D7M 6D
SBI Magnum Ultra Short Duration Fund Growth ₹5,076.69
↑ 0.54
₹9,790 5,000 1.6354.74.57.33%4M 24D5M 8D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Mar 23

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 (%)2022 (%)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
Franklin India Short Term Income Plan - Retail Plan Growth ₹4,920.37
↓ -0.54
₹491 5,000 2.24.410.99.28.60%1Y 6M 23D
ICICI Prudential Short Term Fund Growth ₹50.3233
↓ 0.00
₹14,590 5,000 1.435.66.54.78.04%1Y 5M 8D4Y 11M 12D
Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹39.9314
↑ 0.01
₹5,089 1,000 1.32.74.76.84.27.92%1Y 11M 19D2Y 6M 7D
BNP Paribas Short Term Fund Growth ₹25.4771
↓ -0.01
₹258 5,000 0.61.34.66.5 5.16%1Y 11M 26D2Y 3M
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 (%)2022 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Baroda Pioneer Liquid Fund Growth ₹2,563.16
↑ 0.49
₹7,014 5,000 0.51.63.25.64.96.84%27D30D
Axis Liquid Fund Growth ₹2,476.14
↑ 0.44
₹29,632 500 0.51.63.25.54.96.84%1M 3D1M 4D
Aditya Birla Sun Life Liquid Fund Growth ₹358.559
↑ 0.05
₹35,226 5,000 0.51.63.25.54.87.08%1M 17D1M 17D
UTI Liquid Cash Plan Growth ₹3,651.4
↑ 0.67
₹25,350 500 0.51.63.25.54.86.63%1M 9D1M 9D
Mirae Asset Cash Management Fund Growth ₹2,334.33
↑ 0.41
₹5,737 5,000 0.51.63.25.54.86.93%1M 6D1M 4D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Mar 23

Top 5 Lump sum GILT Mutual Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2022 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
ICICI Prudential Gilt Fund Growth ₹84.9475
↑ 0.01
₹2,639 5,000 1.52.95.76.13.77.56%1Y 8M 12D8Y 11M 26D
Edelweiss Government Securities Fund Growth ₹20.5579
↑ 0.01
₹118 5,000 1.12.63.56.12.57.36%4Y 4M 2D5Y 8M 16D
SBI Magnum Gilt Fund Growth ₹54.7902
↑ 0.01
₹4,141 5,000 1.23.15.15.64.27.07%4Y 6M 14D9Y 9M 4D
DSP BlackRock Government Securities Fund Growth ₹79.1685
↑ 0.01
₹421 1,000 1.12.73.85.32.77.04%2Y 2M 8D3Y 10M 10D
Kotak Gilt Investment Fund - Regular Investment Plan Growth ₹81.2768
↑ 0.03
₹1,594 5,000 1.32.945.22.47.82%2Y 2M 26D8Y 1M 20D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Mar 23

Top 5 Lump sum Corporate Bond Mutual Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2022 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Aditya Birla Sun Life Corporate Bond Fund Growth ₹93.9677
↑ 0.01
₹11,468 1,000 1.534.76.74.17.78%1Y 9M 22D2Y 3M 29D
ICICI Prudential Corporate Bond Fund Growth ₹24.8693
↑ 0.00
₹16,683 5,000 1.535.56.44.57.9%1Y 1M 2D4Y 4M 24D
HDFC Corporate Bond Fund Growth ₹27.0486
↑ 0.01
₹22,088 5,000 1.22.63.76.33.37.66%2Y 5M 5D4Y 10M 22D
IDFC Corporate Bond Fund Growth ₹16.1782
↓ 0.00
₹15,341 5,000 1.42.636.22.67.53%1Y 11D1Y 1M 24D
Sundaram Corporate Bond Fund Growth ₹33.8993
↑ 0.00
₹1,032 5,000 1.62.94.26.23.77.29%3M 17D3M 25D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Mar 23

Top 5 Lump sum Credit Risk Mutual Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2022 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
BOI AXA Credit Risk Fund Growth ₹10.6338
↓ 0.00
₹162 5,000 12.113012.2143.16.99%10M 28D1Y 1M 17D
Franklin India Credit Risk Fund Growth ₹24.6589
↓ -0.01
₹160 5,000 1.94.29.410.26.50%2Y 9M 12D
Baroda Pioneer Credit Risk Fund Growth ₹18.533
↓ 0.00
₹181 5,000 1.53.24.89.84.68.39%1Y 4M 13D3Y 2M 19D
Nippon India Credit Risk Fund Growth ₹28.877
↓ 0.00
₹996 500 1.32.84.18.53.98.51%1Y 9M 22D2Y 1M 20D
Aditya Birla Sun Life Credit Risk Fund Growth ₹17.3739
↓ 0.00
₹1,043 1,000 1.42.97.67.87.18.66%2Y 4D3Y 7M 20D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Mar 23

Best Lumpsum Hybrid Funds 2023 - 2024

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 (%)2022 (%)
ICICI Prudential Equity and Debt Fund Growth ₹237.28
↑ 1.06
₹21,306 5,000 -2.31.65.829.313.511.7
ICICI Prudential Multi-Asset Fund Growth ₹474.582
↑ 2.12
₹16,186 5,000 -1.64.210.52913.216.8
HDFC Balanced Advantage Fund Growth ₹321.314
↑ 0.74
₹51,161 5,000 -1.73.213.127.81218.8
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹22.34
↓ -0.02
₹388 5,000 -4.5-2.6-0.526.39.4-4.8
UTI Hybrid Equity Fund Growth ₹255.484
↑ 1.33
₹4,386 1,000 -3.4-0.94.224.28.95.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Mar 23

Top 5 Lump sum Aggressive Hybrid Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
ICICI Prudential Equity and Debt Fund Growth ₹237.28
↑ 1.06
₹21,306 5,000 -2.31.65.829.313.511.7
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹22.34
↓ -0.02
₹388 5,000 -4.5-2.6-0.526.39.4-4.8
UTI Hybrid Equity Fund Growth ₹255.484
↑ 1.33
₹4,386 1,000 -3.4-0.94.224.28.95.6
Kotak Equity Hybrid Fund Growth ₹40.722
↑ 0.17
₹3,226 5,000 -3.1-1.53.323.611.25
HDFC Hybrid Equity Fund Growth ₹83.729
↑ 0.28
₹18,830 5,000 -30.66.323.310.48.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Mar 23

Top 5 Lump sum Conservative Hybrid Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
ICICI Prudential Equity and Debt Fund Growth ₹237.28
↑ 1.06
₹21,306 5,000 -2.31.65.829.313.511.7
ICICI Prudential Multi-Asset Fund Growth ₹474.582
↑ 2.12
₹16,186 5,000 -1.64.210.52913.216.8
HDFC Balanced Advantage Fund Growth ₹321.314
↑ 0.74
₹51,161 5,000 -1.73.213.127.81218.8
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹22.34
↓ -0.02
₹388 5,000 -4.5-2.6-0.526.39.4-4.8
UTI Hybrid Equity Fund Growth ₹255.484
↑ 1.33
₹4,386 1,000 -3.4-0.94.224.28.95.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Mar 23

Top 5 Lump sum Arbitrage Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
Invesco India Arbitrage Fund Growth ₹27.0399
↓ -0.01
₹2,969 5,000 1.63.15.44.24.95.1
SBI Arbitrage Opportunities Fund Growth ₹28.6347
↑ 0.00
₹8,397 5,000 1.63.15.13.94.84.6
Kotak Equity Arbitrage Fund Growth ₹31.6756
↑ 0.00
₹21,822 5,000 1.7354.254.5
Edelweiss Arbitrage Fund Growth ₹16.4456
↑ 0.00
₹5,341 5,000 1.62.94.84.154.4
HDFC Arbitrage Fund Growth ₹25.995
↑ 0.00
₹5,733 100,000 1.62.94.73.84.74.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Mar 23

Top 5 Lump sum Dynamic Allocation Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
HDFC Balanced Advantage Fund Growth ₹321.314
↑ 0.74
₹51,161 5,000 -1.73.213.127.81218.8
ICICI Prudential Balanced Advantage Fund Growth ₹52.04
↑ 0.12
₹44,513 5,000 -1.70.65.5189.57.9
Aditya Birla Sun Life Balanced Advantage Fund Growth ₹74.22
↑ 0.27
₹6,513 1,000 -2.8-0.53168.34.2
Edelweiss Balanced Advantage Fund Growth ₹35.88
↑ 0.07
₹8,832 1,000 -2.7-1115.910.42.1
Nippon India Balanced Advantage Fund Growth ₹124.402
↑ 0.27
₹6,710 5,000 -3.1-1.33.814.48.55.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Mar 23

Top 5 Lump sum Multi Asset Allocation Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
ICICI Prudential Multi-Asset Fund Growth ₹474.582
↑ 2.12
₹16,186 5,000 -1.64.210.52913.216.8
Edelweiss Multi Asset Allocation Fund Growth ₹39.77
↑ 0.20
₹449 5,000 -3.20.33.821.311.15.3
HDFC Multi-Asset Fund Growth ₹49.344
↑ 0.16
₹1,651 5,000 -1.51.74.720.49.74.3
Axis Triple Advantage Fund Growth ₹27.7976
↑ 0.09
₹1,586 5,000 -5.9-5.4-7.515.48.8-5.8
SBI Multi Asset Allocation Fund Growth ₹39.0552
↑ 0.16
₹608 5,000 -1.71.54.614.88.76
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Mar 23

Top 5 Lump sum Equity Savings Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
Principal Equity Savings Fund Growth ₹50.9492
↑ 0.11
₹418 5,000 -2.9-1.41.814.68.34.1
HDFC Equity Savings Fund Growth ₹50.096
↑ 0.10
₹2,593 5,000 -1.314.114.57.76
L&T Equity Savings Fund Growth ₹23.5226
↑ 0.09
₹154 5,000 0.30.51.713.66.52
SBI Equity Savings Fund Growth ₹17.4892
↑ 0.03
₹2,330 1,000 -1.5-1.21.21371.9
Kotak Equity Savings Fund Growth ₹19.4856
↓ -0.03
₹2,091 5,000 -0.42.15.312.68.16.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Mar 23

Top 5 Lump sum Solution Oriented Schemes

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
HDFC Retirement Savings Fund - Equity Plan Growth ₹31.023
↑ 0.16
₹2,659 5,000 -2.21.51031.213.28.6
HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹26.049
↑ 0.09
₹924 5,000 -1.31.76.721.610.74.8
Axis Childrens Gift Fund - Compulsory Lock-In Growth ₹18.543
↑ 0.05
₹689 5,000 -5.2-6.2-8.515.28.5-7.3
ICICI Prudential Child Care Plan (Gift) Growth ₹192.7
↑ 0.79
₹876 5,000 -5.8-3.3-0.617.37.82.6
Tata Retirement Savings Fund-Moderate Growth ₹41.1417
↑ 0.23
₹1,561 5,000 -4.8-5.4-1.416.57.5-1.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Mar 23

Best Lump sum Mutual Fund on 1 Month Performance

1. HDFC Long Term Advantage Fund

To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments

HDFC Long Term Advantage Fund is a Equity - ELSS fund was launched on 2 Jan 01. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21.4% since its launch.  Ranked 23 in ELSS category. .

Below is the key information for HDFC Long Term Advantage Fund

HDFC Long Term Advantage Fund
Growth
Launch Date 2 Jan 01
NAV (14 Jan 22) ₹595.168 ↑ 0.28   (0.05 %)
Net Assets (Cr) ₹1,318 on 30 Nov 21
Category Equity - ELSS
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.25
Sharpe Ratio 2.27
Information Ratio -0.15
Alpha Ratio 1.75
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹9,805
29 Feb 20₹10,176
28 Feb 21₹13,439

HDFC Long Term Advantage 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

Purchase not allowed

Returns for HDFC Long Term Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22

DurationReturns
1 Month 4.4%
3 Month 1.2%
6 Month 15.4%
1 Year 35.5%
3 Year 20.6%
5 Year 17.4%
10 Year
15 Year
Since launch 21.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
Fund Manager information for HDFC Long Term Advantage Fund
NameSinceTenure

Data below for HDFC Long Term Advantage Fund as on 30 Nov 21

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

2. Invesco India Gold Fund

To provide returns that closely corresponds to returns provided by Invesco India Gold Exchange Traded Fund.

Invesco India Gold Fund is a Gold - Gold fund was launched on 5 Dec 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 4.9% since its launch.  Return for 2022 was 12.8% , 2021 was -5.5% and 2020 was 27.2% .

Below is the key information for Invesco India Gold Fund

Invesco India Gold Fund
Growth
Launch Date 5 Dec 11
NAV (17 Mar 23) ₹17.1552 ↑ 0.09   (0.50 %)
Net Assets (Cr) ₹58 on 31 Jan 23
Category Gold - Gold
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 0.43
Sharpe Ratio 1.34
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-6 Months (2%),6-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue

Invesco India Gold 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 Invesco India Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22

DurationReturns
1 Month 3.8%
3 Month 7.7%
6 Month 17.2%
1 Year 11.8%
3 Year 10%
5 Year 12.6%
10 Year
15 Year
Since launch 4.9%
Historical performance (Yearly) on absolute basis
YearReturns
2022 12.8%
2021 -5.5%
2020 27.2%
2019 21.4%
2018 6.6%
2017 1.3%
2016 21.6%
2015 -15.1%
2014 -9%
2013 -7.6%
Fund Manager information for Invesco India Gold Fund
NameSinceTenure
Krishna Cheemalapati4 Jan 203.08 Yr.

Data below for Invesco India Gold Fund as on 31 Jan 23

Asset Allocation
Asset ClassValue
Cash2.4%
Other97.6%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Invesco India Gold ETF
- | -
100%₹58 Cr113,928
↓ -1,538
Triparty Repo
CBLO/Reverse Repo | -
1%₹1 Cr
Net Receivables / (Payables)
CBLO | -
1%₹0 Cr

3. Nippon India Gold Savings Fund

The investment objective of the Scheme is to seek to provide returns that closely correspond to returns provided by Reliance ETF Gold BeES.

Nippon India Gold Savings Fund is a Gold - Gold fund was launched on 7 Mar 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 7.2% since its launch.  Return for 2022 was 12.3% , 2021 was -5.5% and 2020 was 26.6% .

Below is the key information for Nippon India Gold Savings Fund

Nippon India Gold Savings Fund
Growth
Launch Date 7 Mar 11
NAV (17 Mar 23) ₹23.1574 ↑ 0.02   (0.10 %)
Net Assets (Cr) ₹1,493 on 31 Jan 23
Category Gold - Gold
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 0.39
Sharpe Ratio 1.34
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (2%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue

Nippon India Gold Savings 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 Nippon India Gold Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22

DurationReturns
1 Month 3.7%
3 Month 7.8%
6 Month 17.5%
1 Year 12.1%
3 Year 12.2%
5 Year 12.4%
10 Year
15 Year
Since launch 7.2%
Historical performance (Yearly) on absolute basis
YearReturns
2022 12.3%
2021 -5.5%
2020 26.6%
2019 22.5%
2018 6%
2017 1.7%
2016 11.6%
2015 -8.1%
2014 -9.8%
2013 -7.6%
Fund Manager information for Nippon India Gold Savings Fund
NameSinceTenure
Mehul Dama6 Nov 184.24 Yr.

Data below for Nippon India Gold Savings Fund as on 31 Jan 23

Asset Allocation
Asset ClassValue
Cash1.31%
Other98.69%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Nippon India ETF Gold BeES
- | -
100%₹1,492 Cr306,504,419
↑ 576,727
Triparty Repo
CBLO/Reverse Repo | -
1%₹10 Cr
Net Current Assets
Net Current Assets | -
1%-₹8 Cr
Cash Margin - Ccil
CBLO | -
0%₹0 Cr

4. SBI Gold Fund

The scheme seeks to provide returns that closely correspond to returns provided by SBI - ETF Gold (Previously known as SBI GETS).

SBI Gold Fund is a Gold - Gold fund was launched on 12 Sep 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 5% since its launch.  Return for 2022 was 12.6% , 2021 was -5.7% and 2020 was 27.4% .

Below is the key information for SBI Gold Fund

SBI Gold Fund
Growth
Launch Date 12 Sep 11
NAV (17 Mar 23) ₹17.5467 ↓ -0.05   (-0.27 %)
Net Assets (Cr) ₹1,285 on 31 Jan 23
Category Gold - Gold
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 0.28
Sharpe Ratio 1.39
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
28 Feb 18₹10,000
28 Feb 19₹10,755
29 Feb 20₹13,656
28 Feb 21₹14,681
28 Feb 22₹15,795
28 Feb 23₹17,256

SBI Gold 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 SBI Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22

DurationReturns
1 Month 3.5%
3 Month 7.1%
6 Month 17.1%
1 Year 12.1%
3 Year 12.4%
5 Year 12.6%
10 Year
15 Year
Since launch 5%
Historical performance (Yearly) on absolute basis
YearReturns
2022 12.6%
2021 -5.7%
2020 27.4%
2019 22.8%
2018 6.4%
2017 3.5%
2016 10%
2015 -8.1%
2014 -10.2%
2013 -6.6%
Fund Manager information for SBI Gold Fund
NameSinceTenure
Raviprakash Sharma12 Sep 1111.4 Yr.

Data below for SBI Gold Fund as on 31 Jan 23

Asset Allocation
Asset ClassValue
Cash1.59%
Other98.41%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
SBI Gold ETF
- | -
100%₹1,285 Cr257,473,557
↓ -639,029
Treps
CBLO/Reverse Repo | -
1%₹9 Cr
Net Receivable / Payable
CBLO | -
1%-₹8 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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