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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 Equity - Global 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?
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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
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 ₹655 5,000 9.2 12.5 15.4 21.9 12.6 Nippon India Large Cap Fund Growth ₹89.8604
↓ -0.96 ₹43,829 5,000 5.4 9.2 2.7 21.4 24.6 18.2 DSP BlackRock TOP 100 Equity Growth ₹473.816
↓ -3.84 ₹6,323 1,000 2.6 9.2 4.5 20 19.3 20.5 ICICI Prudential Bluechip Fund Growth ₹109.39
↓ -0.71 ₹72,336 5,000 4.1 8.6 3.2 19.8 21.8 16.9 HDFC Top 100 Fund Growth ₹1,137.31
↓ -8.30 ₹38,905 5,000 3.5 7.1 0.7 18.5 21.3 11.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23
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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 ₹101.137
↓ -0.94 ₹33,053 5,000 8.7 4.1 3.4 29.7 34.7 57.1 Edelweiss Mid Cap Fund Growth ₹99.979
↓ -1.29 ₹10,988 5,000 8.7 7.8 7.5 26.4 31.3 38.9 Invesco India Mid Cap Fund Growth ₹180.82
↓ -2.30 ₹7,406 5,000 15.4 16.2 15.8 29.8 29.6 43.1 ICICI Prudential MidCap Fund Growth ₹298.44
↓ -5.57 ₹6,824 5,000 14 12.9 4.6 23.4 28.5 27 Sundaram Mid Cap Fund Growth ₹1,372.68
↓ -17.65 ₹12,818 5,000 8.8 9.4 5 25.7 28.1 32 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Jul 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 ₹82.4912
↓ -1.57 ₹16,061 5,000 11.8 5.3 -3.1 23.2 34.2 28.5 HDFC Small Cap Fund Growth ₹141.942
↓ -1.63 ₹35,781 5,000 14.5 10.9 4 26 33.6 20.4 Franklin India Smaller Companies Fund Growth ₹173.673
↓ -2.87 ₹13,995 5,000 9.8 7.5 -4.8 26.3 33.2 23.2 Kotak Small Cap Fund Growth ₹264.671
↓ -4.38 ₹18,031 5,000 10.8 6.5 -2.6 18.9 31.2 25.5 ICICI Prudential Smallcap Fund Growth ₹88.02
↓ -1.13 ₹8,566 5,000 10.8 8.1 -1.2 19.5 31.2 15.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Jul 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 ₹299.088
↓ -4.05 ₹45,366 5,000 8.8 11.7 3.4 25.7 31.3 25.8 Motilal Oswal Multicap 35 Fund Growth ₹61.1514
↓ -0.63 ₹13,894 5,000 7.2 8.6 8.4 25.1 19.4 45.7 HDFC Equity Fund Growth ₹1,975.06
↓ -10.43 ₹79,585 5,000 3.9 10.6 7.6 24.6 28.4 23.5 JM Multicap Fund Growth ₹96.3672
↓ -1.50 ₹6,144 5,000 2.6 0.3 -8.8 23.8 25.4 33.3 IDBI Diversified Equity Fund Growth ₹37.99
↑ 0.14 ₹382 5,000 10.2 13.2 13.5 22.7 12 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Jul 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 ₹52.6617
↓ -1.01 ₹4,506 500 13.9 11 8.9 28.2 26.4 47.7 SBI Magnum Tax Gain Fund Growth ₹437.212
↓ -5.05 ₹30,616 500 5.5 6.8 1.2 26.3 26.2 27.7 HDFC Tax Saver Fund Growth ₹1,404.65
↓ -7.47 ₹16,908 500 4.1 10.6 5.5 23.8 25.3 21.3 L&T Tax Advantage Fund Growth ₹133.944
↓ -1.85 ₹4,251 500 7.8 8 3.7 21.7 21.8 33 DSP BlackRock Tax Saver Fund Growth ₹139.131
↓ -1.29 ₹17,428 500 3.7 8.7 2.3 21.3 23.9 23.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Jul 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 (%) SBI PSU Fund Growth ₹31.7858
↓ -0.52 ₹5,427 5,000 4 9.5 -6.3 34.9 29.8 23.5 Invesco India PSU Equity Fund Growth ₹63.09
↓ -1.19 ₹1,439 5,000 7.6 11.9 -6.9 34.7 27.8 25.6 ICICI Prudential Infrastructure Fund Growth ₹195.41
↓ -3.22 ₹8,043 5,000 8.8 11 1.6 32.2 36.8 27.4 Nippon India Power and Infra Fund Growth ₹342.148
↓ -4.56 ₹7,620 5,000 6.2 6.6 -7.4 32.1 31.5 26.9 Franklin India Opportunities Fund Growth ₹251.725
↓ -2.87 ₹7,200 5,000 7 7.6 2.4 31.9 29.8 37.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Jul 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 ₹551.741
↓ -0.01 ₹20,228 1,000 1.9 4.2 8.1 7.4 7.9 6.72% 5M 26D 6M 29D ICICI Prudential Ultra Short Term Fund Growth ₹27.8578
↑ 0.00 ₹16,051 5,000 1.8 4 7.6 7.1 7.5 6.79% 5M 12D 7M 24D SBI Magnum Ultra Short Duration Fund Growth ₹6,007.54
↑ 0.71 ₹16,408 5,000 1.7 3.9 7.5 7.1 7.4 6.26% 5M 1D 6M 4D Invesco India Ultra Short Term Fund Growth ₹2,711.71
↑ 0.27 ₹1,006 5,000 1.7 3.9 7.5 6.9 7.5 6.59% 5M 16D 5M 24D Kotak Savings Fund Growth ₹43.1051
↓ 0.00 ₹15,527 5,000 1.7 3.9 7.4 6.9 7.2 6.49% 5M 12D 5M 19D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Jul 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 Axis Short Term Fund Growth ₹31.2042
↓ -0.01 ₹11,467 5,000 2 5.2 9.3 7.7 8 6.8% 2Y 2M 19D 2Y 8M 12D Nippon India Short Term Fund Growth ₹53.304
↓ -0.02 ₹8,330 5,000 2 5.2 9.3 7.6 8 7.03% 2Y 8M 8D 3Y 4M 28D HDFC Short Term Debt Fund Growth ₹32.3107
↓ -0.01 ₹17,402 5,000 1.9 5 9.1 7.9 8.3 6.88% 2Y 6M 11D 3Y 9M 11D IDFC Bond Fund Short Term Plan Growth ₹57.698
↓ -0.04 ₹10,772 5,000 2 5.1 9.1 7.5 7.8 6.45% 2Y 10M 28D 3Y 9M 11D 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 ₹2,919.11
↑ 0.40 ₹33,529 500 0.5 1.5 3.5 7.1 7.4 5.96% 1M 27D 2M 1D DSP BlackRock Liquidity Fund Growth ₹3,742.84
↑ 0.51 ₹16,926 1,000 0.5 1.6 3.4 7.1 7.4 5.95% 1M 28D 2M 1D Invesco India Liquid Fund Growth ₹3,603.4
↑ 0.50 ₹12,320 5,000 0.5 1.5 3.4 7.1 7.4 6.19% 1M 22D 1M 22D Canara Robeco Liquid Growth ₹3,156.44
↑ 0.47 ₹5,383 5,000 0.5 1.5 3.4 7.1 7.4 5.85% 1M 24D 1M 27D Tata Liquid Fund Growth ₹4,129.17
↑ 0.57 ₹23,368 5,000 0.5 1.5 3.4 7.1 7.3 6% 2M 2M Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Jul 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 ₹103.886
↓ -0.04 ₹7,276 5,000 1.3 5.3 9.5 8.8 8.2 6.39% 3Y 3M 10Y 22D SBI Magnum Gilt Fund Growth ₹66.3509
↓ -0.13 ₹12,149 5,000 -0.5 3.8 7.8 8.3 8.9 6.47% 6Y 8M 5D 13Y 4M 17D DSP BlackRock Government Securities Fund Growth ₹96.312
↓ -0.25 ₹1,852 1,000 -0.7 3.7 7.6 8.1 10.1 6.61% 7Y 10M 17D 22Y 8M 8D Axis Gilt Fund Growth ₹25.7013
↓ -0.07 ₹798 5,000 -0.4 4 8.4 8 10 6.29% 5Y 9M 29D 12Y 5M 19D TATA Gilt Securities Fund Growth ₹79.0389
↓ -0.23 ₹1,149 5,000 0.5 4.7 8.8 7.9 8.3 0% Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Jul 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 Nippon India Prime Debt Fund Growth ₹60.6151
↓ -0.03 ₹9,542 1,000 1.8 5.4 9.6 8.1 8.4 6.93% 3Y 7M 17D 4Y 8M 23D ICICI Prudential Corporate Bond Fund Growth ₹30.0968
↓ -0.01 ₹33,109 5,000 1.9 5 9 8.1 8 6.83% 2Y 4M 20D 4Y 1M 24D HDFC Corporate Bond Fund Growth ₹32.8513
↓ -0.02 ₹35,686 5,000 1.7 5 9.2 8.1 8.6 6.94% 4Y 3M 14D 6Y 10M 20D Aditya Birla Sun Life Corporate Bond Fund Growth ₹113.903
↓ -0.09 ₹28,675 1,000 1.6 4.9 9.2 8 8.5 6.94% 4Y 5M 26D 6Y 11M 23D BNP Paribas Corporate Bond Fund Growth ₹27.7903
↓ -0.02 ₹358 5,000 2.1 5.7 9.9 7.9 8.3 6.8% 3Y 9M 5Y 1M 6D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Jul 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 ₹49.8928
↓ -0.02 ₹209 1,000 2.4 18.3 22.8 14.7 7.8 6.94% 2Y 29D 2Y 9M 7D L&T Credit Risk Fund Growth ₹32.491
↓ -0.01 ₹651 10,000 12.9 17.2 21.3 11.2 7.2 7.4% 1Y 8M 12D 2Y 4M 10D Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04 ₹104 5,000 2.9 5 7.5 11 0% Aditya Birla Sun Life Credit Risk Fund Growth ₹22.5556
↓ -0.01 ₹1,014 1,000 2.7 9.2 16.8 10.5 11.9 7.76% 2Y 1M 24D 3Y 2M 5D Invesco India Credit Risk Fund Growth ₹1,943.3
↓ -0.81 ₹150 5,000 1.5 6.5 10.2 9.3 7.3 6.82% 2Y 10M 17D 3Y 11M 19D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Jul 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 ₹120.486
↓ -1.69 ₹862 5,000 4 4.7 -4 22.2 21.8 27 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.07
↓ -0.49 ₹1,250 5,000 7.4 6 -0.3 21.1 25.7 25.8 ICICI Prudential Equity and Debt Fund Growth ₹389.81
↓ -2.59 ₹44,552 5,000 3.2 9.3 5.8 20.7 25.1 17.2 ICICI Prudential Multi-Asset Fund Growth ₹759.671
↓ -3.51 ₹62,014 5,000 3.1 8.9 9.9 20.6 23.8 16.1 UTI Multi Asset Fund Growth ₹73.8832
↓ -0.45 ₹5,890 5,000 3 5.6 4.9 19.9 15.8 20.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Jul 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 ₹120.486
↓ -1.69 ₹862 5,000 4 4.7 -4 22.2 21.8 27 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.07
↓ -0.49 ₹1,250 5,000 7.4 6 -0.3 21.1 25.7 25.8 ICICI Prudential Equity and Debt Fund Growth ₹389.81
↓ -2.59 ₹44,552 5,000 3.2 9.3 5.8 20.7 25.1 17.2 UTI Hybrid Equity Fund Growth ₹404.111
↓ -3.48 ₹6,468 1,000 3.9 5.8 3.6 17.8 20.4 19.7 DSP BlackRock Equity and Bond Fund Growth ₹358.951
↓ -2.19 ₹11,418 1,000 2.5 8.2 7.8 17.6 17.9 17.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Jul 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 ₹120.486
↓ -1.69 ₹862 5,000 4 4.7 -4 22.2 21.8 27 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.07
↓ -0.49 ₹1,250 5,000 7.4 6 -0.3 21.1 25.7 25.8 ICICI Prudential Equity and Debt Fund Growth ₹389.81
↓ -2.59 ₹44,552 5,000 3.2 9.3 5.8 20.7 25.1 17.2 ICICI Prudential Multi-Asset Fund Growth ₹759.671
↓ -3.51 ₹62,014 5,000 3.1 8.9 9.9 20.6 23.8 16.1 UTI Multi Asset Fund Growth ₹73.8832
↓ -0.45 ₹5,890 5,000 3 5.6 4.9 19.9 15.8 20.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Jul 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 ₹35.203
↑ 0.03 ₹7,863 5,000 1.4 3.4 7 7 5.6 7.7 ICICI Prudential Equity Arbitrage Fund Growth ₹34.4667
↑ 0.03 ₹30,811 5,000 1.4 3.4 7 7 5.6 7.6 SBI Arbitrage Opportunities Fund Growth ₹33.9693
↑ 0.03 ₹37,606 5,000 1.5 3.4 7 7.2 5.7 7.5 Kotak Equity Arbitrage Fund Growth ₹37.6413
↑ 0.03 ₹69,924 5,000 1.4 3.4 7 7.2 5.8 7.8 Aditya Birla Sun Life Arbitrage Fund Growth ₹26.6866
↑ 0.02 ₹20,646 1,000 1.4 3.4 6.9 6.9 5.6 7.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Jul 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 (%) Invesco India Dynamic Equity Fund Growth ₹53.75
↓ -0.17 ₹1,024 5,000 4.1 4.8 4.3 14.8 12.7 15.9 Axis Dynamic Equity Fund Growth ₹20.86
↓ -0.11 ₹3,342 5,000 2.1 5.1 5.4 14.7 13.2 17.5 Aditya Birla Sun Life Balanced Advantage Fund Growth ₹106.45
↓ -0.79 ₹8,034 1,000 4 8 6.9 14 14.2 13 ICICI Prudential Balanced Advantage Fund Growth ₹73.59
↓ -0.29 ₹65,298 5,000 3.5 7.6 7.1 13.6 14.6 12.3 Nippon India Balanced Advantage Fund Growth ₹175.923
↓ -1.34 ₹9,391 5,000 3 5.9 4 13.2 13.9 13 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Jul 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 (%) ICICI Prudential Multi-Asset Fund Growth ₹759.671
↓ -3.51 ₹62,014 5,000 3.1 8.9 9.9 20.6 23.8 16.1 UTI Multi Asset Fund Growth ₹73.8832
↓ -0.45 ₹5,890 5,000 3 5.6 4.9 19.9 15.8 20.7 Edelweiss Multi Asset Allocation Fund Growth ₹63.33
↓ -0.47 ₹2,926 5,000 4.7 7.4 5.1 19 20.2 20.2 SBI Multi Asset Allocation Fund Growth ₹59.7211
↓ -0.36 ₹8,940 5,000 5.7 9.3 8.7 17.2 14.7 12.8 HDFC Multi-Asset Fund Growth ₹71.35
↓ -0.25 ₹4,545 5,000 3.3 7.8 7.5 14.8 15.4 13.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 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 ₹32.9757
↓ -0.09 ₹649 5,000 4.6 2.7 3.4 12.9 13.6 24 SBI Equity Savings Fund Growth ₹24.1074
↓ -0.11 ₹5,586 1,000 3.3 6.3 6.8 12.1 12.2 12 Principal Equity Savings Fund Growth ₹70.4202
↓ -0.22 ₹1,092 5,000 2.9 5.3 6.4 12 13 12.6 Kotak Equity Savings Fund Growth ₹26.0367
↓ -0.15 ₹8,444 5,000 2.8 4.5 4.6 11.9 11.5 11.7 Edelweiss Equity Savings Fund Growth ₹25.205
↓ -0.05 ₹670 5,000 3.1 5.5 8.2 11.6 10.7 13.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Jul 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 ₹50.474
↓ -0.44 ₹6,701 5,000 4.4 7.6 1.8 20.5 25.4 18 ICICI Prudential Child Care Plan (Gift) Growth ₹329.8
↓ -3.60 ₹1,424 5,000 8.8 11.2 7.1 20.6 19.6 16.9 HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹38.642
↓ -0.27 ₹1,698 5,000 4.3 7 2.8 16.3 18.4 14 Tata Retirement Savings Fund - Progressive Growth ₹65.1873
↓ -0.96 ₹2,178 5,000 6.5 5.7 0.6 17.7 17 21.7 Tata Retirement Savings Fund-Moderate Growth ₹64.2664
↓ -0.80 ₹2,230 5,000 5.8 5.9 2.7 16.4 15.7 19.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Jul 25
Best Lump sum Mutual Fund on 1 Month Performance
The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in the units of BlackRock Global Funds – World Energy Fund and BlackRock Global Funds – New Energy Fund. 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. DSP BlackRock World Energy Fund is a Equity - Global fund was launched on 14 Aug 09. It is a fund with High risk and has given a Below is the key information for DSP BlackRock World Energy Fund Returns up to 1 year are on The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in the units of BlackRock Global Funds – World Mining Fund. 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. DSP BlackRock World Mining Fund is a Equity - Global fund was launched on 29 Dec 09. It is a fund with High risk and has given a Below is the key information for DSP BlackRock World Mining Fund Returns up to 1 year are on The investment objective of ICICI Prudential US Bluechip Equity Fund is to provide long term capital appreciation to investors by primarily investing in equity and equity related securities (including ADRs/GDRs issued by Indian and foreign companies) of companies listed on New York Stock Exchange and/or NASDAQ. However, there can be no assurance that the investment objective of the Scheme will be realized. ICICI Prudential US Bluechip Equity Fund is a Equity - Global fund was launched on 6 Jul 12. It is a fund with High risk and has given a Below is the key information for ICICI Prudential US Bluechip Equity Fund Returns up to 1 year are on The primary investment objective of the Scheme is to provide long term capital growth by investing predominantly in JPMorgan Funds – JF ASEAN Equity Fund, an equity fund which invests primarily in companies of countries which are members of the Association of South East Asian Nations (ASEAN). However, there can be no assurance that the investment objective of the Scheme will be realized. Edelweiss ASEAN Equity Off-shore Fund is a Equity - Global fund was launched on 1 Jul 11. It is a fund with High risk and has given a Below is the key information for Edelweiss ASEAN Equity Off-shore Fund Returns up to 1 year are on 1. DSP BlackRock World Energy Fund
CAGR/Annualized return of 4.5% since its launch. Ranked 29 in Global category. Return for 2024 was -6.8% , 2023 was 12.9% and 2022 was -8.6% . DSP BlackRock World Energy Fund
Growth Launch Date 14 Aug 09 NAV (24 Jul 25) ₹20.1511 ↓ -0.04 (-0.18 %) Net Assets (Cr) ₹88 on 30 Jun 25 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆ Risk High Expense Ratio 1.2 Sharpe Ratio -0.02 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 30 Jun 20 ₹10,000 30 Jun 21 ₹14,612 30 Jun 22 ₹12,054 30 Jun 23 ₹16,043 30 Jun 24 ₹15,617 30 Jun 25 ₹16,350 Returns for DSP BlackRock World Energy Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jul 25 Duration Returns 1 Month 8.8% 3 Month 27.1% 6 Month 12.2% 1 Year 11.6% 3 Year 11.1% 5 Year 11% 10 Year 15 Year Since launch 4.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 -6.8% 2023 12.9% 2022 -8.6% 2021 29.5% 2020 0% 2019 18.2% 2018 -11.3% 2017 -1.9% 2016 22.5% 2015 -20.9% Fund Manager information for DSP BlackRock World Energy Fund
Name Since Tenure Jay Kothari 1 Mar 13 12.34 Yr. Data below for DSP BlackRock World Energy Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Industrials 35.62% Technology 27.98% Utility 23.78% Basic Materials 6.41% Consumer Cyclical 0.13% Asset Allocation
Asset Class Value Cash 6.01% Equity 93.95% Debt 0.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF Sustainable Energy I2
Investment Fund | -99% ₹84 Cr 518,309
↓ -4,851 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -2% ₹1 Cr Net Receivables/Payables
Net Current Assets | -0% ₹0 Cr 2. DSP BlackRock World Mining Fund
CAGR/Annualized return of 4% since its launch. Ranked 19 in Global category. Return for 2024 was -8.1% , 2023 was 0% and 2022 was 12.2% . DSP BlackRock World Mining Fund
Growth Launch Date 29 Dec 09 NAV (24 Jul 25) ₹18.4774 ↓ -0.22 (-1.20 %) Net Assets (Cr) ₹130 on 30 Jun 25 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.1 Sharpe Ratio 0.06 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 30 Jun 20 ₹10,000 30 Jun 21 ₹15,758 30 Jun 22 ₹14,627 30 Jun 23 ₹17,041 30 Jun 24 ₹17,385 30 Jun 25 ₹18,512 Returns for DSP BlackRock World Mining Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jul 25 Duration Returns 1 Month 8.5% 3 Month 13.4% 6 Month 16.3% 1 Year 14.4% 3 Year 12.5% 5 Year 12.5% 10 Year 15 Year Since launch 4% Historical performance (Yearly) on absolute basis
Year Returns 2024 -8.1% 2023 0% 2022 12.2% 2021 18% 2020 34.9% 2019 21.5% 2018 -9.4% 2017 21.1% 2016 49.7% 2015 -36% Fund Manager information for DSP BlackRock World Mining Fund
Name Since Tenure Jay Kothari 1 Mar 13 12.34 Yr. Data below for DSP BlackRock World Mining Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Basic Materials 95.17% Energy 1.11% Asset Allocation
Asset Class Value Cash 3.71% Equity 96.27% Debt 0.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Mining I2
Investment Fund | -99% ₹126 Cr 202,992
↓ -3,445 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -1% ₹1 Cr Net Receivables/Payables
Net Current Assets | -0% -₹1 Cr 3. ICICI Prudential US Bluechip Equity Fund
CAGR/Annualized return of 15.7% since its launch. Ranked 7 in Global category. Return for 2024 was 10.4% , 2023 was 30.6% and 2022 was -7.1% . ICICI Prudential US Bluechip Equity Fund
Growth Launch Date 6 Jul 12 NAV (24 Jul 25) ₹66.76 ↑ 0.41 (0.62 %) Net Assets (Cr) ₹3,113 on 30 Jun 25 Category Equity - Global AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.18 Sharpe Ratio 0.22 Information Ratio -0.91 Alpha Ratio -6.41 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-3 Months (3%),3-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹13,701 30 Jun 22 ₹12,219 30 Jun 23 ₹15,905 30 Jun 24 ₹17,450 30 Jun 25 ₹19,038 Returns for ICICI Prudential US Bluechip Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jul 25 Duration Returns 1 Month 7.2% 3 Month 16.4% 6 Month 3.5% 1 Year 14.1% 3 Year 15.3% 5 Year 14.7% 10 Year 15 Year Since launch 15.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 10.4% 2023 30.6% 2022 -7.1% 2021 22.5% 2020 18.6% 2019 34.3% 2018 5.2% 2017 14.1% 2016 11.6% 2015 0.7% Fund Manager information for ICICI Prudential US Bluechip Equity Fund
Name Since Tenure Ritesh Lunawat 13 Sep 24 0.79 Yr. Sharmila D’mello 1 Jul 22 3 Yr. Nitya Mishra 4 Nov 24 0.65 Yr. Data below for ICICI Prudential US Bluechip Equity Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Health Care 27.21% Technology 21.92% Industrials 13.9% Consumer Defensive 11.93% Financial Services 8.13% Communication Services 5.47% Basic Materials 5.04% Consumer Cyclical 3.86% Energy 0.55% Asset Allocation
Asset Class Value Cash 1.99% Equity 98.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Veeva Systems Inc Class A (Healthcare)
Equity, Since 31 Oct 21 | VEEV3% ₹92 Cr 38,291 West Pharmaceutical Services Inc (Healthcare)
Equity, Since 31 Dec 24 | WST3% ₹85 Cr 47,000 Huntington Ingalls Industries Inc (Industrials)
Equity, Since 29 Feb 24 | HII3% ₹81 Cr 42,405
↓ -11,786 Brown-Forman Corp Registered Shs -B- Non Vtg (Consumer Defensive)
Equity, Since 30 Jun 24 | BF.B3% ₹80 Cr 281,600 Allegion PLC (Industrials)
Equity, Since 30 Sep 22 | ALLE2% ₹74 Cr 60,986 Zimmer Biomet Holdings Inc (Healthcare)
Equity, Since 31 Mar 17 | ZBH2% ₹74 Cr 93,999
↑ 9,000 Microchip Technology Inc (Technology)
Equity, Since 30 Sep 21 | MCHP2% ₹73 Cr 148,020
↓ -23,000 Pfizer Inc (Healthcare)
Equity, Since 31 Mar 23 | PFE2% ₹73 Cr 362,963 Monolithic Power Systems Inc (Technology)
Equity, Since 31 Dec 24 | MPWR2% ₹73 Cr 12,877
↓ -2,000 Corteva Inc (Basic Materials)
Equity, Since 30 Jun 23 | 2X02% ₹73 Cr 119,840
↓ -28,000 4. Edelweiss ASEAN Equity Off-shore Fund
CAGR/Annualized return of 8.2% since its launch. Ranked 18 in Global category. Return for 2024 was 14.5% , 2023 was -1.4% and 2022 was 4.8% . Edelweiss ASEAN Equity Off-shore Fund
Growth Launch Date 1 Jul 11 NAV (24 Jul 25) ₹30.327 ↑ 0.17 (0.55 %) Net Assets (Cr) ₹108 on 30 Jun 25 Category Equity - Global AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.42 Sharpe Ratio 0.87 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹11,912 30 Jun 22 ₹11,419 30 Jun 23 ₹12,528 30 Jun 24 ₹12,837 30 Jun 25 ₹15,108 Returns for Edelweiss ASEAN Equity Off-shore Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jul 25 Duration Returns 1 Month 5.9% 3 Month 12.5% 6 Month 7.9% 1 Year 19.8% 3 Year 10.9% 5 Year 9.5% 10 Year 15 Year Since launch 8.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 14.5% 2023 -1.4% 2022 4.8% 2021 6.3% 2020 2.3% 2019 12% 2018 -2.1% 2017 21.9% 2016 9.6% 2015 -11.1% Fund Manager information for Edelweiss ASEAN Equity Off-shore Fund
Name Since Tenure Bhavesh Jain 27 Sep 19 5.76 Yr. Bharat Lahoti 1 Oct 21 3.75 Yr. Data below for Edelweiss ASEAN Equity Off-shore Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 46.2% Consumer Cyclical 11.87% Industrials 9.7% Real Estate 7.94% Communication Services 5.67% Consumer Defensive 4.49% Utility 3.8% Technology 2.84% Health Care 2.79% Energy 1.53% Basic Materials 0.57% Asset Allocation
Asset Class Value Cash 2.59% Equity 97.41% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity JPM ASEAN Equity I (acc) USD
Investment Fund | -98% ₹106 Cr 61,893
↑ 2,770 Clearing Corporation Of India Ltd.
CBLO/Reverse Repo | -1% ₹2 Cr Net Receivables/(Payables)
CBLO | -0% ₹0 Cr Accrued Interest
CBLO/Reverse Repo | -0% ₹0 Cr
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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