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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?
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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 (%) Nippon India Large Cap Fund Growth ₹89.0774
↑ 0.25 ₹37,546 5,000 10.5 5.1 10.9 24.3 28.9 18.2 DSP BlackRock TOP 100 Equity Growth ₹472.961
↑ 0.48 ₹5,070 1,000 9.5 5.8 16.8 22.4 23.3 20.5 ICICI Prudential Bluechip Fund Growth ₹109.36
↓ -0.01 ₹64,963 5,000 9.5 5.9 12 22.1 26.2 16.9 IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 ₹655 5,000 9.2 12.5 15.4 21.9 12.6 HDFC Top 100 Fund Growth ₹1,131.66
↓ -0.27 ₹36,109 5,000 7.7 4 8.8 20.7 25.6 11.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 May 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 ₹99.4291
↑ 0.40 ₹26,028 5,000 8.5 -2.8 19.2 32.5 38.3 57.1 Edelweiss Mid Cap Fund Growth ₹97.167
↑ 0.46 ₹8,634 5,000 13.5 2.3 18.8 28.8 34.1 38.9 ICICI Prudential MidCap Fund Growth ₹283.6
↑ 3.21 ₹5,796 5,000 14 3.6 9.2 25.2 32.6 27 SBI Magnum Mid Cap Fund Growth ₹232.77
↑ 1.25 ₹20,890 5,000 9.9 2.1 9.3 21.4 32.5 20.3 Kotak Emerging Equity Scheme Growth ₹127.825
↑ 0.86 ₹48,129 5,000 12.2 -0.8 13 24.4 32.2 33.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 May 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 ₹78.4816
↑ 1.02 ₹13,334 5,000 10.4 -5.7 2.9 24.1 37.3 28.5 Franklin India Smaller Companies Fund Growth ₹169.208
↑ 2.17 ₹11,970 5,000 12.8 -0.8 4.6 27.7 37 23.2 HDFC Small Cap Fund Growth ₹132.441
↑ 1.36 ₹30,223 5,000 11 -1.3 6.9 26.4 36.9 20.4 ICICI Prudential Smallcap Fund Growth ₹83.78
↑ 0.78 ₹7,392 5,000 10.4 -1.1 4 21.2 35.8 15.6 Kotak Small Cap Fund Growth ₹251.017
↑ 3.12 ₹15,706 5,000 9.3 -5.7 5.3 18.9 35.3 25.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 May 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 (%) JM Multicap Fund Growth ₹97.289
↑ 0.18 ₹5,263 5,000 6.2 -3 3.8 28 29.5 33.3 Nippon India Multi Cap Fund Growth ₹289.085
↑ 2.29 ₹38,637 5,000 12.6 1.9 8.7 27.9 34.8 25.8 HDFC Equity Fund Growth ₹1,956.93
↑ 0.16 ₹69,639 5,000 9.9 6.2 17 27.3 32.4 23.5 Motilal Oswal Multicap 35 Fund Growth ₹60.1363
↑ 0.13 ₹12,267 5,000 9.8 2.8 18 26.1 24.2 45.7 ICICI Prudential Multicap Fund Growth ₹782.04
↑ 3.47 ₹13,938 5,000 9.3 3 11 24.8 28.7 20.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 May 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 ₹50.6566
↑ 0.91 ₹3,817 500 15.9 0.5 14.9 29.9 29.2 47.7 SBI Magnum Tax Gain Fund Growth ₹431.507
↑ 1.18 ₹27,730 500 8.2 3.1 10.6 28.7 30.5 27.7 HDFC Tax Saver Fund Growth ₹1,394.15
↓ -0.43 ₹15,556 500 9.7 6.3 14.7 26.3 29.7 21.3 Franklin India Taxshield Growth ₹1,474.49
↑ 2.27 ₹6,359 500 9.9 3.7 12.7 23.6 29 22.4 L&T Tax Advantage Fund Growth ₹131.398
↑ 0.71 ₹3,871 500 12 2.3 11.9 23.6 25.3 33 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 May 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 ₹63.39
↑ 1.40 ₹1,217 5,000 21.9 5.3 4.1 36.1 31.7 25.6 Franklin India Opportunities Fund Growth ₹247.418
↑ 0.92 ₹6,047 5,000 11.4 3 10.4 36.1 34.2 37.3 SBI PSU Fund Growth ₹31.5714
↑ 0.27 ₹4,789 5,000 15.5 2.8 0.8 35.4 33 23.5 HDFC Infrastructure Fund Growth ₹46.934
↑ 0.29 ₹2,329 5,000 15.3 2.9 6 35.1 37.7 23 Nippon India Power and Infra Fund Growth ₹342.091
↑ 3.39 ₹6,849 5,000 16.1 1.2 2.2 34 36.8 26.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 May 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 ₹543.904
↑ 0.23 ₹13,294 1,000 2.3 4.1 8 7.3 7.9 7.75% 6M 25D 7M 28D ICICI Prudential Ultra Short Term Fund Growth ₹27.4792
↑ 0.01 ₹12,674 5,000 2.1 3.9 7.6 7 7.5 7.53% 5M 8D 7M 28D SBI Magnum Ultra Short Duration Fund Growth ₹5,927.78
↑ 2.08 ₹12,470 5,000 2.1 3.8 7.6 7 7.4 7.28% 5M 8D 8M 16D Invesco India Ultra Short Term Fund Growth ₹2,676.15
↑ 0.94 ₹859 5,000 2.1 3.8 7.4 6.8 7.5 7.49% 6M 13D 7M 2D Kotak Savings Fund Growth ₹42.55
↑ 0.02 ₹11,873 5,000 2.1 3.8 7.4 6.8 7.2 7.32% 6M 4D 6M 14D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 May 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 ₹52.671
↑ 0.08 ₹6,232 5,000 3.5 5.4 9.7 7.6 8 7.65% 2Y 9M 3Y 7M 13D Axis Short Term Fund Growth ₹30.8119
↑ 0.04 ₹9,024 5,000 3.4 5.4 9.6 7.6 8 7.48% 2Y 9M 4D 3Y 7M 20D IDFC Bond Fund Short Term Plan Growth ₹57.0057
↑ 0.09 ₹9,674 5,000 3.4 5.4 9.6 7.5 7.8 7.38% 2Y 10M 17D 3Y 8M 16D HDFC Short Term Debt Fund Growth ₹31.9155
↑ 0.04 ₹14,208 5,000 3.3 5.1 9.5 7.8 8.3 7.47% 2Y 9M 22D 4Y 2M 5D 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 ₹2,884.73
↑ 0.55 ₹32,609 500 0.5 1.8 3.6 7.3 7.4 7.08% 2M 4D 2M 4D DSP BlackRock Liquidity Fund Growth ₹3,698.68
↑ 0.69 ₹15,829 1,000 0.5 1.8 3.6 7.3 7.4 6.95% 1M 20D 1M 28D Invesco India Liquid Fund Growth ₹3,561
↑ 0.73 ₹10,945 5,000 0.5 1.8 3.6 7.3 7.4 7.01% 2M 5D 2M 5D Aditya Birla Sun Life Liquid Fund Growth ₹417.494
↑ 0.08 ₹41,051 5,000 0.5 1.8 3.6 7.3 7.3 7.2% 2M 8D 2M 8D UTI Liquid Cash Plan Growth ₹4,250.4
↑ 0.82 ₹23,383 500 0.5 1.8 3.6 7.3 7.3 7% 2M 2D 2M 2D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 May 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 SBI Magnum Gilt Fund Growth ₹67.1141
↑ 0.12 ₹11,489 5,000 5 6.8 11.2 9 8.9 6.97% 10Y 2M 1D 24Y 14D DSP BlackRock Government Securities Fund Growth ₹97.6481
↑ 0.22 ₹1,566 1,000 5.3 6.8 11.7 8.9 10.1 7.04% 11Y 6M 29Y 2M 26D ICICI Prudential Gilt Fund Growth ₹103.413
↑ 0.04 ₹7,133 5,000 4.5 6.4 10.7 8.8 8.2 6.94% 7Y 22D 15Y 9M 14D IDFC Government Securities Fund - Investment Plan Growth ₹35.9231
↑ 0.06 ₹3,542 5,000 4.9 6.2 11 8.6 10.6 7.24% 11Y 10M 17D 28Y 3M 18D Axis Gilt Fund Growth ₹25.9403
↑ 0.05 ₹868 5,000 5.1 6.8 11.8 8.6 10 7% 10Y 2M 16D 25Y 1M 17D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 May 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 ₹59.9755
↑ 0.11 ₹6,738 1,000 3.8 5.7 10.2 8.2 8.4 7.44% 3Y 10M 6D 5Y 2M 26D Aditya Birla Sun Life Corporate Bond Fund Growth ₹112.93
↑ 0.12 ₹24,570 1,000 3.6 5.5 10.1 8.2 8.5 7.31% 3Y 5M 16D 4Y 9M 14D HDFC Corporate Bond Fund Growth ₹32.541
↑ 0.05 ₹32,527 5,000 3.6 5.3 10 8.1 8.6 7.31% 3Y 9M 5Y 10M 2D ICICI Prudential Corporate Bond Fund Growth ₹29.7329
↑ 0.03 ₹29,929 5,000 3.3 5.1 9.3 8 8 7.37% 2Y 11M 5D 4Y 11M 26D BNP Paribas Corporate Bond Fund Growth ₹27.4535
↑ 0.06 ₹196 5,000 3.9 5.8 10.3 7.9 8.3 7.4% 3Y 5M 12D 4Y 8M 26D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 May 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 ₹49.0167
↑ 0.03 ₹207 1,000 15.8 17.9 22.4 14.4 7.8 7.81% 2Y 2M 8D 2Y 11M 12D L&T Credit Risk Fund Growth ₹32.1535
↑ 0.03 ₹598 10,000 15.6 17.5 21.8 11.2 7.2 7.89% 2Y 2M 19D 2Y 11M 5D Aditya Birla Sun Life Credit Risk Fund Growth ₹22.1424
↑ 0.03 ₹970 1,000 3.2 8.7 17.5 11.1 11.9 8.29% 2Y 5M 16D 3Y 9M 29D 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 ₹1,925.4
↑ 1.39 ₹144 5,000 5.2 7 10.8 9.3 7.3 7.24% 3Y 1M 10D 4Y 3M 25D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 May 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 ₹117.808
↑ 0.20 ₹768 5,000 5.7 -2.7 2.8 23.7 28.3 27 HDFC Balanced Advantage Fund Growth ₹514.169
↑ 1.46 ₹90,375 5,000 8 4.4 9.4 22.9 27.1 16.7 ICICI Prudential Equity and Debt Fund Growth ₹387.89
↑ 0.90 ₹40,962 5,000 9.2 7 12.7 21.7 27.9 17.2 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹37.5
↑ 0.34 ₹1,068 5,000 12.5 1.1 8.5 21.6 28.2 25.8 ICICI Prudential Multi-Asset Fund Growth ₹745.149
↑ 4.49 ₹55,360 5,000 6.2 7.9 13.7 21.2 26.4 16.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 May 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 ₹117.808
↑ 0.20 ₹768 5,000 5.7 -2.7 2.8 23.7 28.3 27 ICICI Prudential Equity and Debt Fund Growth ₹387.89
↑ 0.90 ₹40,962 5,000 9.2 7 12.7 21.7 27.9 17.2 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹37.5
↑ 0.34 ₹1,068 5,000 12.5 1.1 8.5 21.6 28.2 25.8 UTI Hybrid Equity Fund Growth ₹401.249
↑ 0.89 ₹5,910 1,000 7.1 3.8 13.5 19.8 24 19.7 DSP BlackRock Equity and Bond Fund Growth ₹358.045
↑ 0.50 ₹10,425 1,000 9 5.9 18.3 19.5 20.6 17.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 May 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 ₹117.808
↑ 0.20 ₹768 5,000 5.7 -2.7 2.8 23.7 28.3 27 HDFC Balanced Advantage Fund Growth ₹514.169
↑ 1.46 ₹90,375 5,000 8 4.4 9.4 22.9 27.1 16.7 ICICI Prudential Equity and Debt Fund Growth ₹387.89
↑ 0.90 ₹40,962 5,000 9.2 7 12.7 21.7 27.9 17.2 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹37.5
↑ 0.34 ₹1,068 5,000 12.5 1.1 8.5 21.6 28.2 25.8 ICICI Prudential Multi-Asset Fund Growth ₹745.149
↑ 4.49 ₹55,360 5,000 6.2 7.9 13.7 21.2 26.4 16.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 May 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 ₹34.7533
↓ -0.01 ₹6,614 5,000 1.7 3.5 7.3 6.8 5.5 7.7 Kotak Equity Arbitrage Fund Growth ₹37.1698
↓ -0.02 ₹60,373 5,000 1.7 3.4 7.2 6.9 5.7 7.8 ICICI Prudential Equity Arbitrage Fund Growth ₹34.023
↓ -0.01 ₹25,727 5,000 1.7 3.4 7.2 6.7 5.5 7.6 HDFC Arbitrage Fund Growth ₹30.389
↓ -0.02 ₹18,350 100,000 1.6 3.3 7.1 6.8 5.4 7.7 Aditya Birla Sun Life Arbitrage Fund Growth ₹26.3492
↓ -0.01 ₹14,236 1,000 1.7 3.4 7.1 6.7 5.4 7.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 May 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 ₹514.169
↑ 1.46 ₹90,375 5,000 8 4.4 9.4 22.9 27.1 16.7 Axis Dynamic Equity Fund Growth ₹20.91
↑ 0.03 ₹2,808 5,000 6 4.6 14.1 16 15.1 17.5 Invesco India Dynamic Equity Fund Growth ₹53.11
↓ -0.02 ₹943 5,000 5.3 2.4 8.7 15.6 15.1 15.9 Aditya Birla Sun Life Balanced Advantage Fund Growth ₹105.33
↑ 0.17 ₹7,321 1,000 8.6 6.1 13 14.9 17 13 ICICI Prudential Balanced Advantage Fund Growth ₹72.86
↑ 0.11 ₹60,591 5,000 6.8 5.7 11.8 14.7 17.7 12.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 May 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 ₹745.149
↑ 4.49 ₹55,360 5,000 6.2 7.9 13.7 21.2 26.4 16.1 UTI Multi Asset Fund Growth ₹73.1155
↑ 0.12 ₹5,285 5,000 5.4 4.5 9.5 21 19 20.7 Edelweiss Multi Asset Allocation Fund Growth ₹62.53
↑ 0.14 ₹2,487 5,000 8.2 5.2 12.9 20.2 22.9 20.2 SBI Multi Asset Allocation Fund Growth ₹57.7311
↑ 0.19 ₹7,674 5,000 5.9 5.8 10.2 17.1 15.7 12.8 HDFC Multi-Asset Fund Growth ₹70.303
↑ 0.11 ₹3,837 5,000 6.4 6.1 11.8 15.8 19.2 13.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 May 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 ₹32.4135
↑ 0.06 ₹624 5,000 5.3 1 8.1 13.1 15.6 24 Principal Equity Savings Fund Growth ₹69.6122
↑ 0.04 ₹976 5,000 4.6 4.4 9.9 12.7 15.2 12.6 SBI Equity Savings Fund Growth ₹23.6297
↑ 0.14 ₹5,671 1,000 6.2 3.2 9.4 12.3 14 12 Kotak Equity Savings Fund Growth ₹25.8013
↑ 0.10 ₹8,043 5,000 5.3 3.9 8.4 12.2 13.2 11.7 HDFC Equity Savings Fund Growth ₹65.255
↑ 0.02 ₹5,460 5,000 4.5 3.4 7.8 11.6 14 10.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 May 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 ₹50.263
↑ 0.08 ₹5,983 5,000 9.3 3.6 11.4 23.1 30 18 ICICI Prudential Child Care Plan (Gift) Growth ₹318.17
↑ 1.55 ₹1,273 5,000 10.2 6.4 9.6 20.6 21.9 16.9 HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹38.359
↑ 0.10 ₹1,567 5,000 7.6 3.2 9.9 18.5 21.7 14 Tata Retirement Savings Fund - Progressive Growth ₹64.5665
↑ 0.32 ₹1,914 5,000 11.2 2.1 11.3 19.3 20.4 21.7 Tata Retirement Savings Fund-Moderate Growth ₹63.5597
↑ 0.32 ₹2,008 5,000 10.2 2.9 12.1 17.7 18.8 19.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 May 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 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 Below is the key information for DSP BlackRock US Flexible Equity Fund Returns up to 1 year are on (Erstwhile Aditya Birla Sun Life New Millennium Fund) A multi-sector open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 100% equity, focusing on investing in technology and technology dependent companies, hardware, peripherals and components, software, telecom, media, internet and e-commerce and other technology enabled companies. The secondary objective is income generation and distribution of dividend. Aditya Birla Sun Life Digital India Fund is a Equity - Sectoral fund was launched on 15 Jan 00. It is a fund with High risk and has given a Below is the key information for Aditya Birla Sun Life Digital India Fund Returns up to 1 year are on The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in Information Technology Sector in India.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns. TATA Digital India Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a Below is the key information for TATA Digital India Fund Returns up to 1 year are on 1. DSP BlackRock World Energy Fund
CAGR/Annualized return of 3.9% 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 (15 May 25) ₹18.1906 ↑ 0.12 (0.64 %) Net Assets (Cr) ₹79 on 31 Mar 25 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆ Risk High Expense Ratio 1.2 Sharpe Ratio -1.36 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 Apr 20 ₹10,000 30 Apr 21 ₹14,537 30 Apr 22 ₹13,911 30 Apr 23 ₹16,168 30 Apr 24 ₹16,148 30 Apr 25 ₹14,632 Returns for DSP BlackRock World Energy Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 May 25 Duration Returns 1 Month 16.7% 3 Month 4.4% 6 Month 3.2% 1 Year -1.5% 3 Year 8.5% 5 Year 11.9% 10 Year 15 Year Since launch 3.9% 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 12.17 Yr. Data below for DSP BlackRock World Energy Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Industrials 34.57% Technology 32.31% Utility 21.7% Basic Materials 6.84% Consumer Cyclical 1.29% Asset Allocation
Asset Class Value Cash 3.25% Equity 96.7% Debt 0.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF Sustainable Energy I2
Investment Fund | -99% ₹78 Cr 552,279
↓ -4,049 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -1% ₹1 Cr Net Receivables/Payables
Net Current Assets | -0% ₹0 Cr 2. DSP BlackRock US Flexible Equity Fund
CAGR/Annualized return of 14.8% since its launch. Ranked 3 in Global category. Return for 2024 was 17.8% , 2023 was 22% and 2022 was -5.9% . DSP BlackRock US Flexible Equity Fund
Growth Launch Date 3 Aug 12 NAV (15 May 25) ₹58.0864 ↓ -0.04 (-0.07 %) Net Assets (Cr) ₹786 on 31 Mar 25 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆☆ Risk High Expense Ratio 1.54 Sharpe Ratio -0.47 Information Ratio -0.86 Alpha Ratio -10.78 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 Apr 20 ₹10,000 30 Apr 21 ₹15,203 30 Apr 22 ₹15,477 30 Apr 23 ₹16,362 30 Apr 24 ₹19,685 30 Apr 25 ₹19,611 Returns for DSP BlackRock US Flexible Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 May 25 Duration Returns 1 Month 13.3% 3 Month -5.2% 6 Month 2.4% 1 Year 8.7% 3 Year 14.5% 5 Year 17.5% 10 Year 15 Year Since launch 14.8% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Jay Kothari 1 Mar 13 12.17 Yr. Data below for DSP BlackRock US Flexible Equity Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Technology 26.52% Financial Services 18.26% Health Care 15.37% Communication Services 14.19% Consumer Cyclical 9.52% Industrials 6.13% Basic Materials 3.76% Energy 3.54% Asset Allocation
Asset Class Value Cash 2.29% Equity 97.69% Debt 0.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF US Flexible Equity I2
Investment Fund | -99% ₹779 Cr 2,066,620 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -1% ₹10 Cr Net Receivables/Payables
Net Current Assets | -0% -₹3 Cr 3. Aditya Birla Sun Life Digital India Fund
CAGR/Annualized return of 11.8% since its launch. Ranked 33 in Sectoral category. Return for 2024 was 18.1% , 2023 was 35.8% and 2022 was -21.6% . Aditya Birla Sun Life Digital India Fund
Growth Launch Date 15 Jan 00 NAV (15 May 25) ₹169.03 ↑ 2.13 (1.28 %) Net Assets (Cr) ₹4,530 on 31 Mar 25 Category Equity - Sectoral AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆ Risk High Expense Ratio 1.88 Sharpe Ratio -0.13 Information Ratio 0.1 Alpha Ratio -7.16 Min Investment 1,000 Min SIP Investment 100 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Apr 20 ₹10,000 30 Apr 21 ₹19,875 30 Apr 22 ₹25,188 30 Apr 23 ₹23,175 30 Apr 24 ₹30,400 30 Apr 25 ₹32,051 Returns for Aditya Birla Sun Life Digital India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 May 25 Duration Returns 1 Month 12.4% 3 Month -2.7% 6 Month -7.2% 1 Year 13.6% 3 Year 13.6% 5 Year 28.7% 10 Year 15 Year Since launch 11.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 18.1% 2023 35.8% 2022 -21.6% 2021 70.5% 2020 59% 2019 9.6% 2018 15.6% 2017 22.4% 2016 -3.5% 2015 11.2% Fund Manager information for Aditya Birla Sun Life Digital India Fund
Name Since Tenure Kunal Sangoi 16 Jan 14 11.29 Yr. Dhaval Joshi 21 Nov 22 2.44 Yr. Data below for Aditya Birla Sun Life Digital India Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Technology 67.59% Communication Services 14.31% Industrials 6.98% Consumer Cyclical 6.65% Financial Services 1.94% Health Care 0.29% Asset Allocation
Asset Class Value Cash 1.05% Equity 97.76% Other 1.19% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY19% ₹870 Cr 5,536,523
↑ 119,175 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL10% ₹443 Cr 2,557,883
↓ -316,875 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS10% ₹430 Cr 1,193,747 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 5327557% ₹336 Cr 2,371,460 LTIMindtree Ltd (Technology)
Equity, Since 31 Mar 21 | LTIM5% ₹213 Cr 473,994
↓ -87,857 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH4% ₹184 Cr 1,153,973
↓ -88,063 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 5433204% ₹184 Cr 9,110,589
↓ -1,080,241 Coforge Ltd (Technology)
Equity, Since 30 Jun 20 | COFORGE4% ₹165 Cr 202,871
↓ -11,376 Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT3% ₹152 Cr 1,197,859 Firstsource Solutions Ltd (Technology)
Equity, Since 31 Aug 23 | FSL3% ₹122 Cr 3,571,218
↓ -242,682 4. TATA Digital India Fund
CAGR/Annualized return of 18% since its launch. Return for 2024 was 30.6% , 2023 was 31.9% and 2022 was -23.3% . TATA Digital India Fund
Growth Launch Date 28 Dec 15 NAV (16 May 25) ₹47.3104 ↓ -0.23 (-0.49 %) Net Assets (Cr) ₹10,996 on 31 Mar 25 Category Equity - Sectoral AMC Tata Asset Management Limited Rating Risk High Expense Ratio 0 Sharpe Ratio 0.06 Information Ratio 0.52 Alpha Ratio -2.18 Min Investment 5,000 Min SIP Investment 150 Exit Load 0-3 Months (0.25%),3 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Apr 20 ₹10,000 30 Apr 21 ₹19,507 30 Apr 22 ₹25,418 30 Apr 23 ₹22,741 30 Apr 24 ₹30,648 30 Apr 25 ₹33,020 Returns for TATA Digital India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 May 25 Duration Returns 1 Month 12.2% 3 Month -4.5% 6 Month -9.3% 1 Year 12.4% 3 Year 14.5% 5 Year 30% 10 Year 15 Year Since launch 18% Historical performance (Yearly) on absolute basis
Year Returns 2024 30.6% 2023 31.9% 2022 -23.3% 2021 74.4% 2020 54.8% 2019 7.5% 2018 24.9% 2017 19.6% 2016 -6% 2015 Fund Manager information for TATA Digital India Fund
Name Since Tenure Meeta Shetty 9 Mar 21 4.15 Yr. Hasmukh Vishariya 1 Mar 25 0.17 Yr. Data below for TATA Digital India Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Technology 76.13% Consumer Cyclical 7.56% Communication Services 5.08% Financial Services 4.4% Industrials 3.76% Asset Allocation
Asset Class Value Cash 2.67% Equity 97.33% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY19% ₹2,127 Cr 14,180,857
↑ 300,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS13% ₹1,429 Cr 4,136,873 Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 53275510% ₹1,074 Cr 7,145,933 Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 5076857% ₹792 Cr 32,787,324 HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH7% ₹781 Cr 4,983,886 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 22 | 5433206% ₹676 Cr 29,067,000 LTIMindtree Ltd (Technology)
Equity, Since 28 Feb 21 | LTIM4% ₹453 Cr 988,062 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT4% ₹404 Cr 759,192 Firstsource Solutions Ltd (Technology)
Equity, Since 30 Nov 21 | FSL3% ₹345 Cr 10,123,112 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 21 | BHARTIARTL2% ₹274 Cr 1,469,200
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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