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બેસ્ટ પરફોર્મિંગ લમ્પ સમ ઇન્વેસ્ટમેન્ટ્સ 2022 - 2023 | Fincash.com

ફિન્કેશ »મ્યુચ્યુઅલ ફંડ »શ્રેષ્ઠ લમ્પસમ રોકાણો

2022 - 2023 માટે 5 શ્રેષ્ઠ પર્ફોર્મિંગ એકમ રોકાણ

Updated on April 25, 2025 , 152826 views

ભારતમાં મ્યુચ્યુઅલ ફંડ યોજનાઓ વર્ષોથી વિકસતી ગઈ છે. પરિણામે, ધશ્રેષ્ઠ પ્રદર્શન કરનાર મ્યુચ્યુઅલ ફંડ માંબજાર બદલતા રહો. ક્રિસિલ, મોર્નિંગ સ્ટાર, ICRA વગેરે જેવી મ્યુચ્યુઅલ ફંડ સ્કીમને નક્કી કરવા માટે વિવિધ રેટિંગ સિસ્ટમ્સ છે.

Lump sum Investments

આ સિસ્ટમો ગુણાત્મક અને જથ્થાત્મક પરિબળો જેમ કે વળતર, પર આધારિત મ્યુચ્યુઅલ ફંડનું મૂલ્યાંકન કરે છે.પ્રમાણભૂત વિચલન, ફંડ વય, વગેરે. આ તમામ પરિબળોનો સરવાળો શ્રેષ્ઠ પ્રદર્શન કરનારનું રેટિંગ તરફ દોરી જાય છેમ્યુચ્યુઅલ ફંડ ભારતમાં.

એકસાથે મ્યુચ્યુઅલ ફંડ રોકાણ માટે ટિપ્સ

શ્રેષ્ઠ પ્રદર્શન કરતા મ્યુચ્યુઅલ ફંડ્સમાં રોકાણ કરવાની એક સંપૂર્ણ રીત છે તેના ગુણાત્મક અને માત્રાત્મક પગલાં, જેમ કે:

સ્કીમ એસેટ સાઈઝ

રોકાણકારોએ હંમેશા એવા ફંડ માટે જવું જોઈએ જે ન તો ખૂબ મોટું હોય અને ન તો ખૂબ નાનું હોય. જ્યારે ફંડના કદ વચ્ચે કોઈ સંપૂર્ણ વ્યાખ્યા અને સંબંધ નથી, એવું કહેવાય છે કે ખૂબ નાનું અને ખૂબ મોટું બંને, ફંડની કામગીરીને અવરોધી શકે છે. કોઈપણ સ્કીમમાં ઓછી એસેટ અંડર મેનેજમેન્ટ (AUM) ખૂબ જોખમી છે કારણ કે તમે જાણતા નથી કે રોકાણકારો કોણ છે અને કોઈ ચોક્કસ સ્કીમમાં તેઓનું કેટલું રોકાણ છે. આમ, ફંડ પસંદ કરતી વખતે, એ સલાહ આપવામાં આવે છે કે જેની AUM લગભગ શ્રેણી જેટલી જ હોય.

ફંડ ઉંમર

શ્રેષ્ઠ પ્રદર્શન કરતા મ્યુચ્યુઅલ ફંડમાં રોકાણ કરવા માટે, રોકાણકારોએ અમુક સમયગાળા માટે ફંડના પ્રદર્શનનું યોગ્ય મૂલ્યાંકન કરવું જોઈએ. ઉપરાંત, 4-5 વર્ષમાં સતત વળતર આપતી સ્કીમ પર જવાનું સૂચન કરવામાં આવે છે.

શ્રેષ્ઠ મ્યુચ્યુઅલ ફંડમાં ઓનલાઈન કેવી રીતે રોકાણ કરવું?

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શ્રેષ્ઠ લમ્પસમ ઇક્વિટી મ્યુચ્યુઅલ ફંડ્સ 2022 - 2023

નીચે ટોચના ક્રમાંકિત ફંડ્સ છેઇક્વિટી કેટેગરી જેવી કે લાર્જ-, મિડ-, સ્મોલ-, મલ્ટી-કેપ ફંડ્સ,ELSS અને ક્ષેત્રીય ભંડોળ.

ટોચના 5 લમ્પ સમ લાર્જ કેપ ઇક્વિટી મ્યુચ્યુઅલ ફંડ્સ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05
₹655 5,000 9.212.515.421.912.6
Nippon India Large Cap Fund Growth ₹86.2463
↑ 1.02
₹37,546 5,000 3.5-1.36.120.127.318.2
DSP BlackRock TOP 100 Equity Growth ₹466.2
↑ 4.24
₹5,070 1,000 6.51.414.619.422.920.5
ICICI Prudential Bluechip Fund Growth ₹106.49
↑ 1.41
₹64,963 5,000 4.3-0.88.217.925.416.9
HDFC Top 100 Fund Growth ₹1,111.44
↑ 12.34
₹36,109 5,000 3.5-1.75.71724.611.6
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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ટોચના 5 લમ્પ સમ મિડ કેપ ઇક્વિટી મ્યુચ્યુઅલ ફંડ્સ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Motilal Oswal Midcap 30 Fund  Growth ₹93.9671
↑ 0.91
₹26,028 5,000 -4.2-10.51326.637.357.1
Edelweiss Mid Cap Fund Growth ₹93.062
↑ 1.06
₹8,634 5,000 -0.8-4.614.623.133.638.9
SBI Magnum Mid Cap Fund Growth ₹225.27
↑ 1.45
₹20,890 5,000 -0.3-57.117.431.820.3
ICICI Prudential MidCap Fund Growth ₹264.65
↑ 2.85
₹5,796 5,000 -1-6.141930.627
Invesco India Mid Cap Fund Growth ₹158.22
↑ 1.48
₹5,779 5,000 0.7-1.916.422.930.543.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Apr 25

ટોચના 5 લમ્પ સમ સ્મોલ કેપ મ્યુચ્યુઅલ ફંડ્સ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
L&T Emerging Businesses Fund Growth ₹74.2702
↑ 0.45
₹13,334 5,000 -5.8-11.9-1.11835.428.5
Franklin India Smaller Companies Fund Growth ₹159.248
↑ 1.05
₹11,970 5,000 -2.1-8.6-0.621.134.623.2
HDFC Small Cap Fund Growth ₹124.922
↑ 0.97
₹30,223 5,000 -3.2-7.2-1.219.534.520.4
ICICI Prudential Smallcap Fund Growth ₹79.68
↑ 0.26
₹7,392 5,000 -2.5-7.90.916.233.615.6
Kotak Small Cap Fund Growth ₹239.91
↑ 1.14
₹15,706 5,000 -3.9-11.33.413.733.525.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Apr 25

ટોપ 5 લમ્પ સમ ડાઇવર્સિફાઇડ/મલ્ટી કેપ ઇક્વિટી મ્યુચ્યુઅલ ફંડ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
JM Multicap Fund Growth ₹94.6127
↑ 0.64
₹5,263 5,000 -2.2-7.83.723.628.433.3
HDFC Equity Fund Growth ₹1,920.15
↑ 18.88
₹69,639 5,000 6.51.414.923.231.123.5
Nippon India Multi Cap Fund Growth ₹277.405
↑ 2.55
₹38,637 5,000 2.7-4.75.622.832.525.8
IDBI Diversified Equity Fund Growth ₹37.99
↑ 0.14
₹382 5,000 10.213.213.522.712
Motilal Oswal Multicap 35 Fund Growth ₹57.404
↑ 0.36
₹12,267 5,000 1.3-5.414.421.222.945.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Apr 25

ટોચની 5 લમ્પ સમ (ELSS) ઇક્વિટી લિંક્ડ સેવિંગ સ્કીમ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
SBI Magnum Tax Gain Fund Growth ₹418.976
↑ 4.65
₹27,730 500 1.2-3.7724.229.527.7
HDFC Tax Saver Fund Growth ₹1,363.41
↑ 14.61
₹15,556 500 6.20.512.522.628.621.3
Motilal Oswal Long Term Equity Fund Growth ₹46.8298
↑ 0.59
₹3,817 500 -2.6-11.24.822.626.847.7
IDBI Equity Advantage Fund Growth ₹43.39
↑ 0.04
₹485 500 9.715.116.920.810
HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28
₹1,318 500 1.215.435.520.617.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Apr 25

ટોચના 5 લમ્પ સમ સેક્ટર ઇક્વિટી મ્યુચ્યુઅલ ફંડ્સ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
SBI PSU Fund Growth ₹31.0772
↑ 0.50
₹4,789 5,000 5.3-1.3-1.130.831.423.5
Franklin India Opportunities Fund Growth ₹236.881
↑ 1.70
₹6,047 5,000 0.5-2.89.929.332.737.3
Invesco India PSU Equity Fund Growth ₹60.09
↑ 1.47
₹1,217 5,000 4-3.9-0.528.829.125.6
HDFC Infrastructure Fund Growth ₹44.782
↑ 0.61
₹2,329 5,000 2-4.40.228.435.223
ICICI Prudential Infrastructure Fund Growth ₹181.53
↑ 1.94
₹7,214 5,000 2-3.63.628.139.127.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Apr 25

શ્રેષ્ઠ લમ્પસમ ડેટ ફંડ્સ 2022 - 2023

નીચે લિક્વિડ, અલ્ટ્રા શોર્ટ, શોર્ટ ટર્મ, ગિલ્ટ, ક્રેડિટ રિસ્ક અને કોર્પોરેટ જેવી ડેટ કેટેગરીના ટોચના ક્રમાંકિત ફંડ્સ છેડેટ ફંડ.

ટોચના 5 એકસાથે અલ્ટ્રા શોર્ટ ટર્મ ડેટ મ્યુચ્યુઅલ ફંડ્સ

અલ્ટ્રાટૂંકા ગાળાના ભંડોળ ઓછા જોખમી સ્થિર વળતર સાથે 6-12 મહિનાના સમયગાળા માટે સારું રોકાણ છે કારણ કે તેઓ 6-12 મહિનાની વચ્ચેની પરિપક્વતા સાથે ટૂંકા ગાળાના ડેટ સાધનોમાં કોર્પસનું રોકાણ કરે છે.

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Aditya Birla Sun Life Savings Fund Growth ₹541.786
↑ 0.29
₹13,294 1,000 2.34.1877.97.75%6M 25D7M 28D
SBI Magnum Ultra Short Duration Fund Growth ₹5,907.46
↑ 2.74
₹12,470 5,000 2.13.87.66.77.47.28%5M 8D8M 16D
ICICI Prudential Ultra Short Term Fund Growth ₹27.3736
↑ 0.01
₹12,674 5,000 2.13.87.56.87.57.53%5M 8D7M 28D
Invesco India Ultra Short Term Fund Growth ₹2,667.21
↑ 1.18
₹859 5,000 2.13.87.46.67.57.49%6M 13D7M 2D
Kotak Savings Fund Growth ₹42.4011
↑ 0.02
₹11,873 5,000 2.13.87.46.67.27.32%6M 4D6M 14D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Apr 25

ટોચના 5 લમ્પ રકમ શોર્ટ ટર્મ ડેટ મ્યુચ્યુઅલ ફંડ્સ

ટૂંકા ગાળાના ફંડો ઓછા જોખમવાળા સ્થિર વળતર સાથે 1-2 વર્ષના સમયગાળા માટે સારું રોકાણ છે કારણ કે તેઓ 1 થી 3 વર્ષની વચ્ચેની પરિપક્વતાવાળા ડેટ સાધનોમાં કોર્પસનું રોકાણ કરે છે.

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2023 (%)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
IDFC Bond Fund Short Term Plan Growth ₹56.5864
↓ 0.00
₹9,674 5,000 3.14.99.56.97.87.38%2Y 10M 17D3Y 8M 16D
Axis Short Term Fund Growth ₹30.5954
↑ 0.00
₹9,024 5,000 3.259.57.187.48%2Y 9M 4D3Y 7M 20D
Nippon India Short Term Fund Growth ₹52.2658
↑ 0.01
₹6,232 5,000 3.14.99.4787.65%2Y 9M3Y 7M 13D
HDFC Short Term Debt Fund Growth ₹31.702
↑ 0.01
₹14,208 5,000 34.79.47.38.37.47%2Y 9M 22D4Y 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

ટોચના 5 લમ્પ સમ લિક્વિડ મ્યુચ્યુઅલ ફંડ્સ

લિક્વિડ ફંડ્સ ઓછા જોખમી સ્થિર વળતર સાથે એક દિવસથી 90 દિવસના સમયગાળા માટે સારું રોકાણ છે કારણ કે તેઓ કોર્પસનું રોકાણ કરે છેમની માર્કેટ એક સપ્તાહથી 3 મહિનાની વચ્ચેની પાકતી મુદત સાથેના દેવાનાં સાધનો.

FundNAVNet Assets (Cr)Min Investment1 MO (%)3 MO (%)6 MO (%)1 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Axis Liquid Fund Growth ₹2,875.94
↑ 0.37
₹32,609 500 0.71.93.77.37.47.08%2M 4D2M 4D
DSP BlackRock Liquidity Fund Growth ₹3,687.39
↑ 0.44
₹15,829 1,000 0.71.83.67.37.46.95%1M 20D1M 28D
Invesco India Liquid Fund Growth ₹3,550.14
↑ 0.45
₹10,945 5,000 0.71.83.67.37.47.01%2M 5D2M 5D
Aditya Birla Sun Life Liquid Fund Growth ₹416.226
↑ 0.05
₹41,051 5,000 0.71.93.67.37.37.2%2M 8D2M 8D
UTI Liquid Cash Plan Growth ₹4,237.51
↑ 0.56
₹23,383 500 0.71.93.67.37.37%2M 2D2M 2D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Apr 25

ટોચના 5 લમ્પ સમ GILT મ્યુચ્યુઅલ ફંડ્સ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
SBI Magnum Gilt Fund Growth ₹66.5557
↓ -0.14
₹11,489 5,000 4.45.912.18.58.96.97%10Y 2M 1D24Y 14D
DSP BlackRock Government Securities Fund Growth ₹96.7801
↓ -0.24
₹1,566 1,000 4.55.812.78.510.17.04%11Y 6M29Y 2M 26D
ICICI Prudential Gilt Fund Growth ₹102.501
↓ -0.10
₹7,133 5,000 45.9118.48.26.94%7Y 22D15Y 9M 14D
Axis Gilt Fund Growth ₹25.7488
↓ -0.06
₹868 5,000 4.46.212.88.3107%10Y 2M 16D25Y 1M 17D
Invesco India Gilt Fund Growth ₹2,864.4
↓ -6.69
₹953 5,000 4.35.712.28.1106.96%11Y 11D26Y 10M 2D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Apr 25

ટોચના 5 એકસાથે કોર્પોરેટ બોન્ડ મ્યુચ્યુઅલ ફંડ્સ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
ICICI Prudential Corporate Bond Fund Growth ₹29.5403
↑ 0.00
₹29,929 5,000 3.14.89.37.787.37%2Y 11M 5D4Y 11M 26D
Nippon India Prime Debt Fund Growth ₹59.5169
↓ 0.00
₹6,738 1,000 3.55.110.17.68.47.44%3Y 10M 6D5Y 2M 26D
Aditya Birla Sun Life Corporate Bond Fund Growth ₹112.178
↑ 0.02
₹24,570 1,000 3.35.110.17.68.57.31%3Y 5M 16D4Y 9M 14D
HDFC Corporate Bond Fund Growth ₹32.3196
↑ 0.01
₹32,527 5,000 3.34.99.87.58.67.31%3Y 9M5Y 10M 2D
Kotak Corporate Bond Fund Standard Growth ₹3,740.18
↑ 0.71
₹14,639 5,000 3.24.99.77.28.37.31%3Y 2M 8D4Y 5M 8D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Apr 25

ટોચના 5 લમ્પ સમ ક્રેડિટ રિસ્ક મ્યુચ્યુઅલ ફંડ્સ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
DSP BlackRock Credit Risk Fund Growth ₹48.7384
↑ 0.00
₹207 1,000 15.617.622.413.97.87.81%2Y 2M 8D2Y 11M 12D
Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04
₹104 5,000 2.957.511 0%
Aditya Birla Sun Life Credit Risk Fund Growth ₹21.9608
↑ 0.00
₹970 1,000 6.48.217.110.611.98.29%2Y 5M 16D3Y 9M 29D
Invesco India Credit Risk Fund Growth ₹1,913.91
↓ -0.35
₹144 5,000 4.96.610.88.87.37.24%3Y 1M 10D4Y 3M 25D
SBI Credit Risk Fund Growth ₹45.1067
↑ 0.02
₹2,255 5,000 2.84.79.27.68.18.51%2Y 2M 12D3Y 14D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Apr 25

શ્રેષ્ઠ લમ્પસમ હાઇબ્રિડ ફંડ્સ 2022 - 2023

નીચે વિવિધ શ્રેણીઓમાંથી ટોચના ક્રમાંકિત ફંડ્સ છે જેમ કે. આક્રમક, રૂઢિચુસ્ત, આર્બિટ્રેજ, ગતિશીલ ફાળવણી, મલ્ટી એસેટ, ઇક્વિટી બચત અને ઉકેલ લક્ષીવર્ણસંકર યોજનાઓ

ટોચના 5 લમ્પ સમ બેલેન્સ્ડ મ્યુચ્યુઅલ ફંડ્સ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
JM Equity Hybrid Fund Growth ₹116.265
↑ 0.41
₹768 5,000 0.6-6.63.520.727.827
HDFC Balanced Advantage Fund Growth ₹502.917
↑ 4.22
₹90,375 5,000 2.80.17.319.725.916.7
ICICI Prudential Equity and Debt Fund Growth ₹381.38
↑ 3.55
₹40,962 5,000 5.91.99.818.727.417.2
UTI Multi Asset Fund Growth ₹71.9927
↑ 0.26
₹5,285 5,000 2.60.18.718.618.320.7
ICICI Prudential Multi-Asset Fund Growth ₹731.152
↓ -5.64
₹55,360 5,000 4.83.811.818.526.216.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Apr 25

ટોચના 5 એકસાથે આક્રમક હાઇબ્રિડ ફંડ્સ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
JM Equity Hybrid Fund Growth ₹116.265
↑ 0.41
₹768 5,000 0.6-6.63.520.727.827
ICICI Prudential Equity and Debt Fund Growth ₹381.38
↑ 3.55
₹40,962 5,000 5.91.99.818.727.417.2
UTI Hybrid Equity Fund Growth ₹391.407
↑ 2.46
₹5,910 1,000 1.9-0.810.516.923.319.7
DSP BlackRock Equity and Bond Fund Growth ₹352.38
↑ 2.08
₹10,425 1,000 5.62.51716.120.317.7
Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78
₹1,954 5,000 0.510.527.11614.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Apr 25

ટોચના 5 એકસાથે કન્ઝર્વેટિવ હાઇબ્રિડ ફંડ્સ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
JM Equity Hybrid Fund Growth ₹116.265
↑ 0.41
₹768 5,000 0.6-6.63.520.727.827
HDFC Balanced Advantage Fund Growth ₹502.917
↑ 4.22
₹90,375 5,000 2.80.17.319.725.916.7
ICICI Prudential Equity and Debt Fund Growth ₹381.38
↑ 3.55
₹40,962 5,000 5.91.99.818.727.417.2
UTI Multi Asset Fund Growth ₹71.9927
↑ 0.26
₹5,285 5,000 2.60.18.718.618.320.7
ICICI Prudential Multi-Asset Fund Growth ₹731.152
↓ -5.64
₹55,360 5,000 4.83.811.818.526.216.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Apr 25

ટોચના 5 લમ્પ સમ આર્બિટ્રેજ ફંડ્સ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
UTI Arbitrage Fund Growth ₹34.6724
↓ -0.04
₹6,614 5,000 23.87.66.85.57.7
Kotak Equity Arbitrage Fund Growth ₹37.0897
↓ -0.04
₹60,373 5,000 23.87.675.77.8
ICICI Prudential Equity Arbitrage Fund Growth ₹33.9498
↓ -0.03
₹25,727 5,000 1.93.77.56.85.57.6
Invesco India Arbitrage Fund Growth ₹31.5703
↓ -0.03
₹19,675 5,000 1.93.67.575.77.6
IDFC Arbitrage Fund Growth ₹32.1228
↓ -0.04
₹7,955 100 1.93.67.56.75.47.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Apr 25

ટોચના 5 એકસાથે ડાયનેમિક એલોકેશન ફંડ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
HDFC Balanced Advantage Fund Growth ₹502.917
↑ 4.22
₹90,375 5,000 2.80.17.319.725.916.7
Axis Dynamic Equity Fund Growth ₹20.58
↑ 0.15
₹2,808 5,000 31.412.61414.317.5
ICICI Prudential Balanced Advantage Fund Growth ₹71.55
↑ 0.42
₹60,591 5,000 42.49.512.817.312.3
Invesco India Dynamic Equity Fund Growth ₹51.97
↑ 0.34
₹943 5,000 0.6-1.56.812.614.515.9
Aditya Birla Sun Life Balanced Advantage Fund Growth ₹103.14
↑ 0.77
₹7,321 1,000 3.9210.312.616.413
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Apr 25

ટોચના 5 એકસાથે મલ્ટિ એસેટ ફાળવણી ફંડ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
UTI Multi Asset Fund Growth ₹71.9927
↑ 0.26
₹5,285 5,000 2.60.18.718.618.320.7
ICICI Prudential Multi-Asset Fund Growth ₹731.152
↓ -5.64
₹55,360 5,000 4.83.811.818.526.216.1
Edelweiss Multi Asset Allocation Fund Growth ₹61.11
↑ 0.60
₹2,487 5,000 2.6-0.39.516.72220.2
SBI Multi Asset Allocation Fund Growth ₹56.6419
↑ 0.15
₹7,674 5,000 3.41.68.514.415.312.8
HDFC Multi-Asset Fund Growth ₹69.399
↑ 0.32
₹3,837 5,000 4.42.510.313.618.613.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Apr 25

ટોચના 5 લમ્પ સમ ઇક્વિટી સેવિંગ્સ ફંડ્સ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
L&T Equity Savings Fund Growth ₹31.5868
↑ 0.06
₹624 5,000 -1.9-2.16.21114.624
Principal Equity Savings Fund Growth ₹68.6168
↑ 0.21
₹976 5,000 2.31.9810.914.812.6
Kotak Equity Savings Fund Growth ₹25.4239
↑ 0.10
₹8,043 5,000 1.71.7710.812.911.7
DSP BlackRock Equity Savings Fund Growth ₹21.594
↑ 0.02
₹2,517 1,000 3.6311.310.413.212.1
Edelweiss Equity Savings Fund Growth ₹24.5197
↑ 0.07
₹577 5,000 2.339.810.311.613.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Apr 25

ટોચની 5 લમ્પ સમ સોલ્યુશન ઓરિએન્ટેડ સ્કીમ્સ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
HDFC Retirement Savings Fund - Equity Plan Growth ₹48.754
↑ 0.42
₹5,983 5,000 3.1-2.37.118.929.118
HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹37.318
↑ 0.26
₹1,567 5,000 2.6-1.66.615.120.814
ICICI Prudential Child Care Plan (Gift) Growth ₹305.78
↑ 2.69
₹1,273 5,000 2.2-14.317.120.816.9
Tata Retirement Savings Fund - Progressive Growth ₹61.7889
↑ 0.58
₹1,914 5,000 -0.7-4.56.914.519.221.7
Tata Retirement Savings Fund-Moderate Growth ₹61.2517
↑ 0.50
₹2,008 5,000 0.1-2.78.213.817.819.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Apr 25

1 મહિનાની કામગીરી પર શ્રેષ્ઠ એકસાથે મ્યુચ્યુઅલ ફંડ

1. IDBI Gold Fund

The investment objective of the Scheme will be to generate returns that correspond closely to the returns generated by IDBI Gold Exchange Traded Fund (IDBI GOLD ETF).

IDBI Gold Fund is a Gold - Gold fund was launched on 14 Aug 12. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 7.6% since its launch.  Return for 2024 was 18.7% , 2023 was 14.8% and 2022 was 12% .

Below is the key information for IDBI Gold Fund

IDBI Gold Fund
Growth
Launch Date 14 Aug 12
NAV (28 Apr 25) ₹24.9456 ↓ -0.29   (-1.15 %)
Net Assets (Cr) ₹104 on 31 Mar 25
Category Gold - Gold
AMC IDBI Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 0.65
Sharpe Ratio 1.62
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹10,000
31 Mar 22₹11,326
31 Mar 23₹13,151
31 Mar 24₹14,541
31 Mar 25₹19,184

IDBI 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 ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for IDBI 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 28 Apr 25

DurationReturns
1 Month 9.5%
3 Month 18.2%
6 Month 22.9%
1 Year 31.9%
3 Year 21.4%
5 Year 13.6%
10 Year
15 Year
Since launch 7.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 18.7%
2022 14.8%
2021 12%
2020 -4%
2019 24.2%
2018 21.6%
2017 5.8%
2016 1.4%
2015 8.3%
2014 -8.7%
Fund Manager information for IDBI Gold Fund
NameSinceTenure
Sumit Bhatnagar1 Jun 240.75 Yr.

Data below for IDBI Gold Fund as on 31 Mar 25

Asset Allocation
Asset ClassValue
Cash1.33%
Other98.67%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
LIC MF Gold ETF
- | -
99%₹92 Cr119,347
↑ 12,271
Treps
CBLO/Reverse Repo | -
1%₹1 Cr
Net Receivables / (Payables)
Net Current Assets | -
1%-₹1 Cr

2. Kotak Gold Fund

The investment objective of the scheme is to generate returns by investing in units of Kotak Gold Exchange Traded Fund.

Kotak Gold Fund is a Gold - Gold fund was launched on 25 Mar 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.8% since its launch.  Return for 2024 was 18.9% , 2023 was 13.9% and 2022 was 11.7% .

Below is the key information for Kotak Gold Fund

Kotak Gold Fund
Growth
Launch Date 25 Mar 11
NAV (28 Apr 25) ₹36.6804 ↓ -0.49   (-1.32 %)
Net Assets (Cr) ₹2,835 on 31 Mar 25
Category Gold - Gold
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 0.5
Sharpe Ratio 1.57
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-6 Months (2%),6-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹10,059
31 Mar 22₹11,509
31 Mar 23₹13,122
31 Mar 24₹14,508
31 Mar 25₹18,984

Kotak 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 Kotak 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 28 Apr 25

DurationReturns
1 Month 9.3%
3 Month 18.1%
6 Month 22.2%
1 Year 31.3%
3 Year 20.5%
5 Year 13%
10 Year
15 Year
Since launch 9.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 18.9%
2022 13.9%
2021 11.7%
2020 -4.7%
2019 26.6%
2018 24.1%
2017 7.3%
2016 2.5%
2015 10.2%
2014 -8.4%
Fund Manager information for Kotak Gold Fund
NameSinceTenure
Abhishek Bisen25 Mar 1114.03 Yr.
Jeetu Sonar1 Oct 222.5 Yr.

Data below for Kotak Gold Fund as on 31 Mar 25

Asset Allocation
Asset ClassValue
Cash2.27%
Equity0.23%
Other97.5%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kotak Gold ETF
- | -
100%₹2,647 Cr370,486,639
↑ 9,910,421
Triparty Repo
CBLO/Reverse Repo | -
1%₹16 Cr
Net Current Assets/(Liabilities)
Net Current Assets | -
0%-₹9 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 9.7% since its launch.  Return for 2024 was 19% , 2023 was 14.3% and 2022 was 12.3% .

Below is the key information for Nippon India Gold Savings Fund

Nippon India Gold Savings Fund
Growth
Launch Date 7 Mar 11
NAV (28 Apr 25) ₹36.5302 ↓ -0.45   (-1.23 %)
Net Assets (Cr) ₹2,744 on 31 Mar 25
Category Gold - Gold
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 0.34
Sharpe Ratio 1.55
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
31 Mar 20₹10,000
31 Mar 21₹9,956
31 Mar 22₹11,456
31 Mar 23₹13,213
31 Mar 24₹14,599
31 Mar 25₹19,055

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 28 Apr 25

DurationReturns
1 Month 9.3%
3 Month 18%
6 Month 22.1%
1 Year 31%
3 Year 20.8%
5 Year 13%
10 Year
15 Year
Since launch 9.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 19%
2022 14.3%
2021 12.3%
2020 -5.5%
2019 26.6%
2018 22.5%
2017 6%
2016 1.7%
2015 11.6%
2014 -8.1%
Fund Manager information for Nippon India Gold Savings Fund
NameSinceTenure
Himanshu Mange23 Dec 231.19 Yr.

Data below for Nippon India Gold Savings Fund as on 31 Mar 25

Asset Allocation
Asset ClassValue
Cash3.07%
Other96.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Nippon India ETF Gold BeES
- | -
98%₹2,580 Cr362,884,792
↑ 9,655,000
Net Current Assets
Net Current Assets | -
1%₹31 Cr
Triparty Repo
CBLO/Reverse Repo | -
0%₹12 Cr
Cash Margin - Ccil
CBLO | -
0%₹0 Cr

4. ICICI Prudential Regular Gold Savings Fund

ICICI Prudential Regular Gold Savings Fund (the Scheme) is a fund of funds scheme with the primary objective to generate returns by investing in units of ICICI Prudential Gold Exchange Traded Fund (IPru Gold ETF). However, there can be no assurance that the investment objectives of the Scheme will be realized.

ICICI Prudential Regular Gold Savings Fund is a Gold - Gold fund was launched on 11 Oct 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 8.4% since its launch.  Return for 2024 was 19.5% , 2023 was 13.5% and 2022 was 12.7% .

Below is the key information for ICICI Prudential Regular Gold Savings Fund

ICICI Prudential Regular Gold Savings Fund
Growth
Launch Date 11 Oct 11
NAV (28 Apr 25) ₹29.5573 ↓ -0.35   (-1.16 %)
Net Assets (Cr) ₹1,909 on 31 Mar 25
Category Gold - Gold
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 0.4
Sharpe Ratio 1.56
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-15 Months (2%),15 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹10,050
31 Mar 22₹11,473
31 Mar 23₹13,247
31 Mar 24₹14,669
31 Mar 25₹19,133

ICICI Prudential Regular 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 ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for ICICI Prudential Regular 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 28 Apr 25

DurationReturns
1 Month 9.2%
3 Month 18.2%
6 Month 22.1%
1 Year 30.9%
3 Year 20.9%
5 Year 13.1%
10 Year
15 Year
Since launch 8.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 19.5%
2022 13.5%
2021 12.7%
2020 -5.4%
2019 26.6%
2018 22.7%
2017 7.4%
2016 0.8%
2015 8.9%
2014 -5.1%
Fund Manager information for ICICI Prudential Regular Gold Savings Fund
NameSinceTenure
Manish Banthia27 Sep 1212.43 Yr.
Nishit Patel29 Dec 204.17 Yr.

Data below for ICICI Prudential Regular Gold Savings Fund as on 31 Mar 25

Asset Allocation
Asset ClassValue
Cash1.73%
Other98.27%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Pru Gold ETF
- | -
100%₹1,740 Cr236,566,280
↑ 16,326,224
Treps
CBLO/Reverse Repo | -
1%₹16 Cr
Net Current Assets
Net Current Assets | -
1%-₹15 Cr

Disclaimer:
અહીં આપેલી માહિતી સચોટ છે તેની ખાતરી કરવા માટેના તમામ પ્રયાસો કરવામાં આવ્યા છે. જો કે, ડેટાની શુદ્ધતા અંગે કોઈ ગેરંટી આપવામાં આવતી નથી. કોઈપણ રોકાણ કરતા પહેલા કૃપા કરીને સ્કીમ માહિતી દસ્તાવેજ સાથે ચકાસો.
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