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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 May 12, 2024 , 147378 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 (%)
Nippon India Large Cap Fund Growth ₹79.3673
↑ 0.41
₹24,378 5,000 5.521.337.324.718.632.1
IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05
₹655 5,000 9.212.515.421.912.6
ICICI Prudential Bluechip Fund Growth ₹96.64
↑ 0.55
₹53,505 5,000 4.120.936.320.818.827.4
HDFC Top 100 Fund Growth ₹1,026.99
↑ 4.75
₹32,355 5,000 2.417.532.620.716.530
BNP Paribas Large Cap Fund Growth ₹201.132
↑ 1.57
₹1,863 5,000 6.224.136.819.618.724.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 May 24

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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 ₹81.6671
↑ 0.38
₹8,987 5,000 10.12655.136.227.941.7
PGIM India Midcap Opportunities Fund Growth ₹55.33
↑ 0.29
₹9,924 5,000 4.113.126.818.926.720.8
Edelweiss Mid Cap Fund Growth ₹80.051
↑ 0.96
₹5,115 5,000 5.121.94825.826.338.4
SBI Magnum Mid Cap Fund Growth ₹208.686
↑ 1.01
₹16,856 5,000 6.416.134.424.424.734.5
Kotak Emerging Equity Scheme Growth ₹109.884
↑ 0.80
₹39,685 5,000 9.218.241.123.724.731.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 May 24

ટોચના 5 લમ્પ સમ સ્મોલ કેપ મ્યુચ્યુઅલ ફંડ્સ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Nippon India Small Cap Fund Growth ₹151.9
↑ 2.35
₹45,749 5,000 7.820.85433.831.848.9
Kotak Small Cap Fund Growth ₹232.415
↑ 2.20
₹13,882 5,000 6.216.23923.228.234.8
ICICI Prudential Smallcap Fund Growth ₹78.78
↑ 0.72
₹7,173 5,000 4.114.339.22726.837.9
L&T Emerging Businesses Fund Growth ₹74.4704
↑ 1.14
₹13,401 5,000 5.516.44731.326.346.1
SBI Small Cap Fund Growth ₹156.974
↑ 1.73
₹25,435 5,000 5.516.935.323.22625.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 May 24

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 (%)
Nippon India Multi Cap Fund Growth ₹259.792
↑ 2.61
₹27,746 5,000 923.848.931.622.438.1
JM Multicap Fund Growth ₹92.0676
↑ 1.59
₹1,774 5,000 9.831.262.229.924.440
HDFC Equity Fund Growth ₹1,642.41
↑ 4.31
₹50,840 5,000 4.922.539.725.720.630.6
Baroda Pioneer Multi Cap Fund Growth ₹253.598
↑ 3.05
₹2,284 5,000 7.924.242.6242230.8
Mahindra Badhat Yojana Growth ₹30.7773
↑ 0.46
₹3,165 1,000 1.820.146.82424.234.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 May 24

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 ₹384.346
↑ 3.44
₹21,976 500 6.53055.327.422.940
HDFC Tax Saver Fund Growth ₹1,191.62
↑ 4.17
₹13,990 500 523.542.926.518.833.2
Motilal Oswal Long Term Equity Fund Growth ₹43.3384
↑ 0.56
₹3,205 500 10.427.352.825.521.637
BOI AXA Tax Advantage Fund Growth ₹156.68
↑ 2.47
₹1,210 500 7.828.551.924.626.734.8
JM Tax Gain Fund Growth ₹43.1577
↑ 0.72
₹128 500 9.124.546.423.321.730.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 May 24

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 ₹30.8913
↑ 0.71
₹1,876 5,000 8.150.894.53925.654
HDFC Infrastructure Fund Growth ₹43.263
↑ 0.52
₹1,663 5,000 6.929.475.938.422.455.4
ICICI Prudential Infrastructure Fund Growth ₹173.35
↑ 2.37
₹5,186 5,000 9.53460.937.928.744.6
Nippon India Power and Infra Fund Growth ₹324.96
↑ 4.93
₹4,529 5,000 9.637.673.237.628.258
DSP BlackRock India T.I.G.E.R Fund Growth ₹297.063
↑ 5.42
₹3,364 1,000 16.540.97337.527.949
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 May 24

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 ₹503.236
↑ 0.16
₹10,748 1,000 23.87.55.87.27.95%5M 12D6M 4D
ICICI Prudential Ultra Short Term Fund Growth ₹25.5322
↑ 0.01
₹12,180 5,000 1.93.77.25.66.98.02%4M 24D5M 8D
SBI Magnum Ultra Short Duration Fund Growth ₹5,508.28
↑ 1.26
₹9,018 5,000 1.93.67.25.577.68%4M 28D5M 8D
Invesco India Ultra Short Term Fund Growth ₹2,489.73
↑ 0.59
₹614 5,000 23.87.25.26.67.74%5M 12D5M 24D
Kotak Savings Fund Growth ₹39.6022
↑ 0.01
₹12,372 5,000 1.93.575.46.87.8%6M 4D8M 8D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 May 24

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
HDFC Short Term Debt Fund Growth ₹29.1038
↑ 0.01
₹12,915 5,000 1.947.25.57.17.86%2Y 9M 24D4Y 29D
ICICI Prudential Short Term Fund Growth ₹54.8317
↑ 0.03
₹16,876 5,000 1.83.77.15.87.48.02%2Y 7M 2D4Y 9M 4D
UTI Short Term Income Fund Growth ₹28.9646
↑ 0.01
₹2,689 10,000 1.83.9776.97.51%2Y 5M 8D3Y 8M 5D
Nippon India Short Term Fund Growth ₹47.9645
↑ 0.02
₹5,524 5,000 1.83.86.75.26.87.75%2Y 8M 5D3Y 6M
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 ₹2,687.57
↑ 0.56
₹22,169 500 0.51.93.77.37.17.41%1M 13D1M 14D
Invesco India Liquid Fund Growth ₹3,318.13
↑ 0.76
₹8,130 5,000 0.51.83.77.377.39%1M 15D1M 15D
Mirae Asset Cash Management Fund Growth ₹2,532.18
↑ 0.53
₹6,872 5,000 0.51.83.77.277.34%1M 6D1M 7D
Aditya Birla Sun Life Liquid Fund Growth ₹389.056
↑ 0.09
₹29,764 5,000 0.51.83.77.27.17.47%1M 17D1M 17D
LIC MF Liquid Fund Growth ₹4,367
↑ 0.92
₹8,305 5,000 0.51.93.77.277.66%1M 12D1M 12D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 May 24

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
ICICI Prudential Gilt Fund Growth ₹93.2003
↑ 0.07
₹4,865 5,000 1.63.87.35.98.37.51%4Y 11M 5D9Y 6M 11D
SBI Magnum Gilt Fund Growth ₹60.1915
↑ 0.07
₹7,884 5,000 1.74.56.75.87.67.26%8Y 15Y 5M 19D
DSP BlackRock Government Securities Fund Growth ₹87.1639
↑ 0.14
₹755 1,000 1.15.37.15.47.17.27%10Y 1M 24D22Y 9M 4D
Aditya Birla Sun Life Government Securities Fund Growth ₹74.3387
↑ 0.09
₹1,369 1,000 1.65.275.27.17.24%8Y 5M 1D15Y 11M 5D
Edelweiss Government Securities Fund Growth ₹22.4714
↑ 0.03
₹139 5,000 1.75.775.16.27.21%8Y 9M 4D15Y 11M 6D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 May 24

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 ₹27.155
↑ 0.01
₹26,230 5,000 1.93.77.45.97.67.92%2Y 3M 14D4Y 2M 23D
Nippon India Prime Debt Fund Growth ₹54.3314
↑ 0.02
₹2,818 1,000 1.8475.87.17.74%3Y 1M 20D4Y 1M 13D
Aditya Birla Sun Life Corporate Bond Fund Growth ₹102.427
↑ 0.05
₹21,135 1,000 1.847.35.77.37.68%3Y 7M 2D5Y 6M 14D
HDFC Corporate Bond Fund Growth ₹29.5516
↑ 0.01
₹28,499 5,000 1.947.25.57.27.73%3Y 8D5Y 2M
Kotak Corporate Bond Fund Standard Growth ₹3,423.84
↑ 1.66
₹11,584 5,000 1.83.86.95.46.97.77%3Y 4M 10D5Y 6M 18D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 May 24

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
BOI AXA Credit Risk Fund Growth ₹11.4801
↑ 0.00
₹142 5,000 2.63.96.739.95.66.95%7M 13D9M
Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04
₹104 5,000 2.957.511 0%
UTI Credit Risk Fund Growth ₹15.5846
↑ 0.01
₹396 5,000 1.73.56.410.76.68.25%2Y 11D2Y 9M 29D
DSP BlackRock Credit Risk Fund Growth ₹40.0139
↑ 0.02
₹195 1,000 1.93.715.39.515.68.34%2Y 4M 6D3Y 2M 1D
Baroda Pioneer Credit Risk Fund Growth ₹20.1713
↑ 0.01
₹154 5,000 1.83.87.38.87.48.7%2Y 3M 14D3Y 4M 20D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 May 24

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 (%)
HDFC Balanced Advantage Fund Growth ₹464.782
↑ 3.22
₹79,875 5,000 3.71938.424.119.431.3
JM Equity Hybrid Fund Growth ₹113.014
↑ 1.20
₹223 5,000 7.725.254.923.720.233.8
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹34.25
↑ 0.44
₹665 5,000 6.817.547.123.723.133.7
ICICI Prudential Equity and Debt Fund Growth ₹341.73
↑ 1.76
₹33,502 5,000 5.119.536.623.521.228.2
ICICI Prudential Multi-Asset Fund Growth ₹652.435
↑ 0.45
₹36,843 5,000 6.817.631.222.920.424.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 May 24

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 ₹113.014
↑ 1.20
₹223 5,000 7.725.254.923.720.233.8
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹34.25
↑ 0.44
₹665 5,000 6.817.547.123.723.133.7
ICICI Prudential Equity and Debt Fund Growth ₹341.73
↑ 1.76
₹33,502 5,000 5.119.536.623.521.228.2
UTI Hybrid Equity Fund Growth ₹350.448
↑ 2.12
₹5,306 1,000 4.815.429.618.216.525.5
Nippon India Equity Hybrid Fund Growth ₹92.3426
↑ 0.51
₹3,435 500 3.615.328.117.212.624.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 May 24

ટોચના 5 એકસાથે કન્ઝર્વેટિવ હાઇબ્રિડ ફંડ્સ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
HDFC Balanced Advantage Fund Growth ₹464.782
↑ 3.22
₹79,875 5,000 3.71938.424.119.431.3
JM Equity Hybrid Fund Growth ₹113.014
↑ 1.20
₹223 5,000 7.725.254.923.720.233.8
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹34.25
↑ 0.44
₹665 5,000 6.817.547.123.723.133.7
ICICI Prudential Equity and Debt Fund Growth ₹341.73
↑ 1.76
₹33,502 5,000 5.119.536.623.521.228.2
ICICI Prudential Multi-Asset Fund Growth ₹652.435
↑ 0.45
₹36,843 5,000 6.817.631.222.920.424.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 May 24

ટોચના 5 લમ્પ સમ આર્બિટ્રેજ ફંડ્સ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Kotak Equity Arbitrage Fund Growth ₹34.6202
↑ 0.01
₹40,051 5,000 1.93.97.95.85.47.4
SBI Arbitrage Opportunities Fund Growth ₹31.2613
↑ 0.01
₹27,586 5,000 1.83.77.75.95.27.4
BNP Paribas Arbitrage Fund  Growth ₹14.9029
↑ 0.01
₹784 5,000 1.83.77.75.45.27.2
Edelweiss Arbitrage Fund Growth ₹17.9315
↑ 0.00
₹9,167 5,000 1.83.87.75.75.37.1
Invesco India Arbitrage Fund Growth ₹29.5103
↑ 0.02
₹14,611 5,000 1.83.87.75.95.47.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 May 24

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 ₹464.782
↑ 3.22
₹79,875 5,000 3.71938.424.119.431.3
BOI AXA Equity Debt Rebalancer Fund Growth ₹23.5544
↑ 0.18
₹122 5,000 2.115.52314.59.918.4
Edelweiss Balanced Advantage Fund Growth ₹46.4
↑ 0.14
₹10,738 1,000 3.814.524.113.51518.8
ICICI Prudential Balanced Advantage Fund Growth ₹64.96
↑ 0.20
₹56,175 5,000 3.211.219.71313.216.5
Nippon India Balanced Advantage Fund Growth ₹157.956
↑ 0.32
₹7,719 5,000 3.813.422.412.81217.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 May 24

ટોચના 5 એકસાથે મલ્ટિ એસેટ ફાળવણી ફંડ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
ICICI Prudential Multi-Asset Fund Growth ₹652.435
↑ 0.45
₹36,843 5,000 6.817.631.222.920.424.1
Edelweiss Multi Asset Allocation Fund Growth ₹54.85
↑ 0.35
₹1,440 5,000 3.91631.219.317.425.4
UTI Multi Asset Fund Growth ₹66.122
↑ 0.26
₹1,394 5,000 6.921.837.51814.929.1
SBI Multi Asset Allocation Fund Growth ₹52.0127
↑ 0.31
₹4,230 5,000 5.215.327.615.114.924.4
HDFC Multi-Asset Fund Growth ₹62.27
↑ 0.18
₹2,642 5,000 3.812.921.114.114.818
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 May 24

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 ₹29.6651
↑ 0.22
₹230 5,000 5.912.221.112.711.217
Principal Equity Savings Fund Growth ₹62.9798
↑ 0.21
₹742 5,000 3.78.918.212.412.215.3
Kotak Equity Savings Fund Growth ₹23.6843
↑ 0.07
₹4,813 5,000 2.110.118.212.21115.7
HDFC Equity Savings Fund Growth ₹60.248
↑ 0.10
₹3,994 5,000 29.416.811.510.713.8
SBI Equity Savings Fund Growth ₹21.478
↓ -0.01
₹4,544 1,000 27.117.910.51117.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 May 24

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 ₹44.596
↑ 0.27
₹4,830 5,000 3.917.934.424.122.432.6
HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹34.531
↑ 0.19
₹1,352 5,000 2.512.925.516.616.324.9
ICICI Prudential Child Care Plan (Gift) Growth ₹287.47
↑ 2.09
₹1,205 5,000 6.322.938.719.415.829.2
Tata Retirement Savings Fund - Progressive Growth ₹57.0601
↑ 0.28
₹1,750 5,000 6.41532.715.815.629
Tata Retirement Savings Fund-Moderate Growth ₹55.8405
↑ 0.22
₹1,918 5,000 512.427.214.514.125.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 May 24

1 મહિનાની કામગીરી પર શ્રેષ્ઠ એકસાથે મ્યુચ્યુઅલ ફંડ

1. DSP BlackRock India T.I.G.E.R Fund

To generate capital appreciation, from a portfolio that is substantially constituted of equity securities and equity related securities of corporates, which could benefit from structural changes brought about by continuing liberalization in economic policies by the government and/or continuing investments in infrastructure, both by the public and private sector.

DSP BlackRock India T.I.G.E.R Fund is a Equity - Sectoral fund was launched on 11 Jun 04. It is a fund with High risk and has given a CAGR/Annualized return of 18.6% since its launch.  Ranked 12 in Sectoral category.  Return for 2023 was 49% , 2022 was 13.9% and 2021 was 51.6% .

Below is the key information for DSP BlackRock India T.I.G.E.R Fund

DSP BlackRock India T.I.G.E.R Fund
Growth
Launch Date 11 Jun 04
NAV (14 May 24) ₹297.063 ↑ 5.42   (1.86 %)
Net Assets (Cr) ₹3,364 on 31 Mar 24
Category Equity - Sectoral
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 2.24
Sharpe Ratio 3.25
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.

DateValue
30 Apr 19₹10,000
30 Apr 20₹7,567
30 Apr 21₹12,300
30 Apr 22₹16,181
30 Apr 23₹18,542
30 Apr 24₹32,640

DSP BlackRock India T.I.G.E.R Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181
Invest Now

Returns for DSP BlackRock India T.I.G.E.R 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 May 24

DurationReturns
1 Month 7%
3 Month 16.5%
6 Month 40.9%
1 Year 73%
3 Year 37.5%
5 Year 27.9%
10 Year
15 Year
Since launch 18.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 49%
2022 13.9%
2021 51.6%
2020 2.7%
2019 6.7%
2018 -17.2%
2017 47%
2016 4.1%
2015 0.7%
2014 61.3%
Fund Manager information for DSP BlackRock India T.I.G.E.R Fund
NameSinceTenure
Rohit Singhania21 Jun 1013.79 Yr.
Jay Kothari16 Mar 186.05 Yr.
Charanjit Singh1 Jan 213.25 Yr.

Data below for DSP BlackRock India T.I.G.E.R Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Industrials45.73%
Basic Materials18.71%
Energy7.4%
Utility6.41%
Technology6.08%
Consumer Cyclical4.53%
Communication Services3.28%
Real Estate1.02%
Consumer Defensive0.7%
Asset Allocation
Asset ClassValue
Cash6.13%
Equity93.87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 30 Nov 17 | 532555
4%₹134 Cr3,998,494
↑ 252,895
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 04 | LT
4%₹128 Cr341,272
Siemens Ltd (Industrials)
Equity, Since 30 Nov 18 | 500550
4%₹126 Cr234,753
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG
4%₹124 Cr1,447,045
Apar Industries Ltd (Industrials)
Equity, Since 31 Dec 22 | 532259
3%₹110 Cr157,729
↓ -14,088
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Mar 22 | 541154
3%₹106 Cr320,004
↓ -9,885
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Jan 22 | 522287
3%₹102 Cr957,039
↓ -44,948
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
3%₹101 Cr339,790
Polycab India Ltd (Industrials)
Equity, Since 31 Jan 21 | 542652
2%₹76 Cr149,305
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 29 Feb 24 | 534816
2%₹70 Cr2,418,383
↑ 125,053

2. LIC MF Infrastructure Fund

The investment objective of the scheme is to provide long term growth from a portfolio of equity / equity related instruments of companies engaged either directly or indirectly in the infrastructure sector.

LIC MF Infrastructure Fund is a Equity - Sectoral fund was launched on 29 Feb 08. It is a fund with High risk and has given a CAGR/Annualized return of 9.2% since its launch.  Return for 2023 was 44.4% , 2022 was 7.9% and 2021 was 46.6% .

Below is the key information for LIC MF Infrastructure Fund

LIC MF Infrastructure Fund
Growth
Launch Date 29 Feb 08
NAV (14 May 24) ₹41.9172 ↑ 0.88   (2.15 %)
Net Assets (Cr) ₹225 on 31 Mar 24
Category Equity - Sectoral
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating Not Rated
Risk High
Expense Ratio 2.29
Sharpe Ratio 4.18
Information Ratio 0.18
Alpha Ratio 17.8
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹7,979
30 Apr 21₹11,895
30 Apr 22₹15,709
30 Apr 23₹16,973
30 Apr 24₹29,297

LIC MF Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for LIC MF Infrastructure 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 May 24

DurationReturns
1 Month 6.8%
3 Month 14.4%
6 Month 36.2%
1 Year 68%
3 Year 34.6%
5 Year 24.9%
10 Year
15 Year
Since launch 9.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 44.4%
2022 7.9%
2021 46.6%
2020 -0.1%
2019 13.3%
2018 -14.6%
2017 42.2%
2016 -2.2%
2015 -6.2%
2014 49.6%
Fund Manager information for LIC MF Infrastructure Fund
NameSinceTenure
Yogesh Patil18 Sep 203.54 Yr.

Data below for LIC MF Infrastructure Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Industrials56.51%
Consumer Cyclical10.36%
Basic Materials9.12%
Utility5.63%
Technology4.45%
Financial Services4.33%
Communication Services1.05%
Real Estate0.43%
Asset Allocation
Asset ClassValue
Cash8.12%
Equity91.88%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharat Bijlee Ltd (Industrials)
Equity, Since 31 Jul 22 | 503960
5%₹11 Cr16,830
Schneider Electric Infrastructure Ltd (Industrials)
Equity, Since 31 Dec 23 | 534139
4%₹10 Cr128,328
↑ 6,001
Transport Corp of India Ltd (Industrials)
Equity, Since 30 Sep 20 | TCI
4%₹8 Cr100,140
↑ 7,268
Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 500655
3%₹8 Cr43,792
↑ 8,722
REC Ltd (Financial Services)
Equity, Since 31 Jul 23 | 532955
3%₹7 Cr165,626
Texmaco Rail & Engineering Ltd (Industrials)
Equity, Since 30 Nov 23 | 533326
3%₹7 Cr444,219
↑ 63,382
Swan Energy Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 503310
3%₹7 Cr109,216
↑ 34,589
KSB Ltd (Industrials)
Equity, Since 31 May 21 | 500249
3%₹7 Cr18,961
GE T&D India Ltd (Industrials)
Equity, Since 31 Jan 24 | 522275
3%₹7 Cr85,696
Kennametal India Ltd (Industrials)
Equity, Since 30 Sep 22 | 505890
3%₹7 Cr27,872

3. Canara Robeco Infrastructure

T o g e n e r a t e income/capital appreciation by investing in equities and equity related instruments of companies in the infrastructure sector. However, there can be no assurance that the investment objective of the scheme will be realized.

Canara Robeco Infrastructure is a Equity - Sectoral fund was launched on 2 Dec 05. It is a fund with High risk and has given a CAGR/Annualized return of 15.4% since its launch.  Return for 2023 was 41.2% , 2022 was 9% and 2021 was 56.1% .

Below is the key information for Canara Robeco Infrastructure

Canara Robeco Infrastructure
Growth
Launch Date 2 Dec 05
NAV (14 May 24) ₹139.43 ↑ 2.38   (1.74 %)
Net Assets (Cr) ₹531 on 31 Mar 24
Category Equity - Sectoral
AMC Canara Robeco Asset Management Co. Ltd.
Rating Not Rated
Risk High
Expense Ratio 2.52
Sharpe Ratio 2.95
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹8,277
30 Apr 21₹12,763
30 Apr 22₹16,823
30 Apr 23₹19,093
30 Apr 24₹31,218

Canara Robeco Infrastructure SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107
Invest Now

Returns for Canara Robeco Infrastructure

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 May 24

DurationReturns
1 Month 6%
3 Month 15.2%
6 Month 37.4%
1 Year 59.9%
3 Year 34.3%
5 Year 26.9%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 41.2%
2022 9%
2021 56.1%
2020 9%
2019 2.3%
2018 -19.1%
2017 40.2%
2016 2.1%
2015 6.7%
2014 69.9%
Fund Manager information for Canara Robeco Infrastructure
NameSinceTenure
Vishal Mishra26 Jun 212.77 Yr.
Shridatta Bhandwaldar29 Sep 185.51 Yr.

Data below for Canara Robeco Infrastructure as on 31 Mar 24

Equity Sector Allocation
SectorValue
Industrials58.69%
Utility10.32%
Energy6.93%
Financial Services6.56%
Technology5.43%
Basic Materials3.2%
Real Estate2.64%
Consumer Cyclical2.25%
Asset Allocation
Asset ClassValue
Cash3.98%
Equity96.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 11 | LT
9%₹47 Cr123,901
NTPC Ltd (Utilities)
Equity, Since 30 Nov 18 | 532555
7%₹37 Cr1,094,600
Siemens Ltd (Industrials)
Equity, Since 30 Apr 20 | 500550
4%₹22 Cr40,550
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL
4%₹21 Cr1,049,000
REC Ltd (Financial Services)
Equity, Since 31 Aug 23 | 532955
3%₹18 Cr405,250
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Oct 09 | 532898
3%₹18 Cr652,546
Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 31 Aug 23 | 543187
3%₹17 Cr25,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE
3%₹17 Cr56,500
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 23 | 532810
3%₹17 Cr425,000
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Oct 23 | 500093
3%₹16 Cr305,000

4. DSP BlackRock World Energy Fund

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 CAGR/Annualized return of 4.2% since its launch.  Ranked 29 in Global category.  Return for 2023 was 12.9% , 2022 was -8.6% and 2021 was 29.5% .

Below is the key information for DSP BlackRock World Energy Fund

DSP BlackRock World Energy Fund
Growth
Launch Date 14 Aug 09
NAV (13 May 24) ₹18.2169 ↓ -0.05   (-0.28 %)
Net Assets (Cr) ₹137 on 31 Mar 24
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.2
Sharpe Ratio -0.22
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.

DateValue
30 Apr 19₹10,000
30 Apr 20₹8,046
30 Apr 21₹11,697
30 Apr 22₹11,193
30 Apr 23₹13,009
30 Apr 24₹12,994

DSP BlackRock World Energy Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for DSP BlackRock World Energy 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 May 24

DurationReturns
1 Month 4.8%
3 Month 7.9%
6 Month 15.8%
1 Year 2.5%
3 Year 4.8%
5 Year 7%
10 Year
15 Year
Since launch 4.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 -5.5%
Fund Manager information for DSP BlackRock World Energy Fund
NameSinceTenure
Jay Kothari1 Mar 1311.09 Yr.

Data below for DSP BlackRock World Energy Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Technology34.08%
Industrials33.99%
Utility17.37%
Basic Materials8.7%
Consumer Defensive0.95%
Asset Allocation
Asset ClassValue
Cash4.73%
Equity95.08%
Debt0.19%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF Sustainable Energy I2
Investment Fund | -
99%₹135 Cr846,269
↓ -17,263
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
2%₹2 Cr
Net Receivables/Payables
Net Current Assets | -
0%₹0 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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