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सर्वश्रेष्ठ प्रदर्शन करने वाला एकमुश्त निवेश 2022 - 2023 | Fincash.com

फिनकैश »म्यूचुअल फंड्स »सर्वश्रेष्ठ एकमुश्त निवेश

5 सर्वश्रेष्ठ प्रदर्शन करने वाला एकमुश्त निवेश 2022 - 2023

Updated on September 27, 2023 , 141832 views

भारत में म्यूचुअल फंड योजनाएं पिछले कुछ वर्षों में बढ़ी हैं। नतीजतन,सर्वश्रेष्ठ प्रदर्शन करने वाले म्युचुअल फंड मेंमंडी बदलते रहो। म्यूचुअल फंड स्कीम को जज करने के लिए विभिन्न रेटिंग सिस्टम हैं, जैसे क्रिसिल, मॉर्निंग स्टार, आईसीआरए, आदि।

Lump sum Investments

ये सिस्टम रिटर्न, जैसे गुणात्मक और मात्रात्मक कारकों के आधार पर म्यूचुअल फंड का मूल्यांकन करते हैं।मानक विचलन, फंड की उम्र, आदि। इन सभी कारकों का योग सर्वश्रेष्ठ प्रदर्शन करने वाली रेटिंग की ओर जाता हैम्यूचुअल फंड्स भारत में।

एकमुश्त म्युचुअल फंड निवेश के लिए टिप्स

सबसे अच्छा प्रदर्शन करने वाले म्यूचुअल फंड में निवेश करने का एक सही तरीका इसके गुणात्मक और मात्रात्मक दोनों उपायों को देखना है, जैसे:

योजना संपत्ति का आकार

निवेशकों को हमेशा ऐसे फंड में जाना चाहिए जो न तो बहुत बड़ा हो और न ही बहुत छोटा हो। जबकि फंड के आकार के बीच कोई सटीक परिभाषा और संबंध नहीं है, यह कहा जाता है कि बहुत छोटा और बहुत बड़ा, दोनों ही फंड के प्रदर्शन में बाधा डाल सकते हैं। किसी भी योजना में कम परिसंपत्ति प्रबंधन (एयूएम) बहुत जोखिम भरा होता है क्योंकि आप नहीं जानते कि निवेशक कौन हैं और किसी विशेष योजना में उनका कितना निवेश है। इस प्रकार, एक फंड चुनते समय, उसी के लिए जाने की सलाह दी जाती है जिसका एयूएम लगभग श्रेणी के समान है।

फंड आयु

सबसे अच्छा प्रदर्शन करने वाले म्यूचुअल फंड में निवेश करने के लिए, निवेशकों को समय की अवधि के लिए फंड के प्रदर्शन का उचित मूल्यांकन करना चाहिए। साथ ही, ऐसी योजना के लिए जाने का सुझाव दिया जाता है जो 4-5 वर्षों में लगातार रिटर्न दे रही हो।

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बेस्ट लम्पसम इक्विटी म्यूचुअल फंड 2022 - 2023

नीचे से शीर्ष रैंक वाले फंड हैंइक्विटी लार्ज-, मिड-, स्मॉल-, मल्टी-कैप फंड जैसी श्रेणी,ईएलएसएस और क्षेत्रीय निधि।

शीर्ष 5 एकमुश्त लार्ज कैप इक्विटी म्यूचुअल फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
Nippon India Large Cap Fund Growth ₹64.3266
↑ 0.27
₹15,583 5,000 1118.622.126.813.311.3
HDFC Top 100 Fund Growth ₹847.422
↑ 1.59
₹25,776 5,000 9.214.417.923.812.110.6
ICICI Prudential Bluechip Fund Growth ₹76.97
↑ 0.30
₹40,286 5,000 9.311.613.922.312.56.9
IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05
₹655 5,000 9.212.515.421.912.6
TATA Large Cap Fund Growth ₹374.873
↑ 0.41
₹1,613 5,000 7.81313.821.511.13.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 23

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शीर्ष 5 एकमुश्त मिड कैप इक्विटी म्यूचुअल फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
PGIM India Midcap Opportunities Fund Growth ₹47.77
↑ 0.35
₹9,261 5,000 8.512.49.83019.2-1.7
SBI Magnum Mid Cap Fund Growth ₹172.291
↑ 1.39
₹11,809 5,000 10.519.218.432.417.73
Kotak Emerging Equity Scheme Growth ₹89.078
↑ 0.49
₹31,389 5,000 13.917.619.229.717.55.1
TATA Mid Cap Growth Fund Growth ₹304.899
↑ 2.31
₹2,315 5,000 17.626.125.92817.30.6
Edelweiss Mid Cap Fund Growth ₹61.599
↑ 0.55
₹3,449 5,000 12.420.120.429.716.72.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 23

शीर्ष 5 एकमुश्त स्मॉल कैप म्यूचुअल फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
Nippon India Small Cap Fund Growth ₹117.791
↑ 1.09
₹34,469 5,000 17.929.53642.121.86.5
Kotak Small Cap Fund Growth ₹193.889
↑ 0.99
₹11,597 5,000 13.519.818.73620.8-3.1
ICICI Prudential Smallcap Fund Growth ₹65.13
↑ 0.34
₹6,511 5,000 14.423.625.336.620.15.7
SBI Small Cap Fund Growth ₹131.097
↑ 1.29
₹20,018 5,000 12.118.820.431.218.88.1
DSP BlackRock Small Cap Fund  Growth ₹140.55
↑ 1.08
₹11,651 1,000 17.926.72833.718.70.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 23

टॉप 5 एकमुश्त डायवर्सिफाइड/मल्टी कैप इक्विटी म्यूचुअल फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
Nippon India Multi Cap Fund Growth ₹205.548
↑ 1.86
₹18,974 5,000 1726.131.334.816.614.1
HDFC Equity Fund Growth ₹1,304.66
↑ 2.16
₹38,266 5,000 10.41621.629.714.918.3
Mahindra Badhat Yojana Growth ₹24.6586
↑ 0.18
₹1,988 1,000 15.522.7232917.31.6
JM Multicap Fund Growth ₹66.421
↑ 0.56
₹475 5,000 15.721.826.627.815.27.8
Franklin India Equity Fund Growth ₹1,138.29
↑ 4.70
₹11,699 5,000 11.817.518.726.913.15.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 23

टॉप 5 एकमुश्त (ईएलएसएस) इक्विटी लिंक्ड सेविंग स्कीम

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
IDFC Tax Advantage (ELSS) Fund Growth ₹117.121
↑ 0.52
₹5,014 500 11.518.22129.615.14.2
Franklin India Taxshield Growth ₹1,025.21
↑ 4.34
₹5,250 500 11.617.318.925.612.15.4
Nippon India Tax Saver Fund (ELSS) Growth ₹90.333
↑ 0.39
₹12,634 500 11.51616.125.29.16.9
SBI Magnum Tax Gain Fund Growth ₹282.504
↑ 1.48
₹15,374 500 13.420.725.325.114.26.9
HDFC Tax Saver Fund Growth ₹927.646
↑ 2.38
₹11,296 500 10.715.919.92511.810.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 23

शीर्ष 5 एकमुश्त सेक्टर इक्विटी म्यूचुअल फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
ICICI Prudential Infrastructure Fund Growth ₹120.77
↑ 0.55
₹2,917 5,000 13.621.636.538.719.128.8
DSP BlackRock India T.I.G.E.R Fund Growth ₹205.603
↑ 1.94
₹2,348 1,000 19.927.736.537.617.413.9
HDFC Infrastructure Fund Growth ₹30.698
↑ 0.14
₹781 5,000 23.834.941.23711.519.3
IDFC Infrastructure Fund Growth ₹31.358
↑ 0.32
₹761 5,000 16.22732.635.313.81.7
TATA Infrastructure Fund Growth ₹124.549
↑ 1.06
₹1,252 5,000 15.825.926.835.217.47.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 23

बेस्ट लम्पसम डेट फंड 2022 - 2023

लिक्विड, अल्ट्रा शॉर्ट, शॉर्ट टर्म, गिल्ट, क्रेडिट रिस्क और कॉरपोरेट जैसे डेट कैटेगरी के टॉप रैंक वाले फंड नीचे दिए गए हैंडेट फंड.

शीर्ष 5 एकमुश्त अल्ट्रा शॉर्ट टर्म डेट म्यूचुअल फंड

अत्यंतशॉर्ट टर्म फंड्स कम जोखिम वाले स्थिर रिटर्न के साथ 6-12 महीने की अवधि के लिए अच्छे निवेश हैं क्योंकि वे 6-12 महीने की परिपक्वता अवधि वाले शॉर्ट टर्म डेट इंस्ट्रूमेंट्स में कॉर्पस निवेश करते हैं।

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2022 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Aditya Birla Sun Life Savings Fund Growth ₹477.445
↑ 0.09
₹14,783 1,000 1.73.76.85.14.87.39%5M 1D5M 8D
ICICI Prudential Ultra Short Term Fund Growth ₹24.2611
↑ 0.00
₹13,815 5,000 1.63.66.654.57.37%4M 17D5M 8D
SBI Magnum Ultra Short Duration Fund Growth ₹5,235.11
↑ 0.88
₹15,030 5,000 1.63.66.64.64.57.19%5M 12D5M 26D
Kotak Savings Fund Growth ₹37.7024
↑ 0.01
₹13,066 5,000 1.63.56.54.54.57.29%5M 19D8M 12D
Nippon India Ultra Short Duration Fund Growth ₹3,542.95
↑ 0.67
₹5,854 100 1.63.46.36.44.67.46%4M 21D5M 5D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 23

शीर्ष 5 एकमुश्त शॉर्ट टर्म डेट म्यूचुअल फंड

शॉर्ट टर्म फंड 1-2 साल की अवधि के लिए कम जोखिम वाले स्थिर रिटर्न के साथ अच्छा निवेश है क्योंकि वे 1 - 3 साल के बीच की परिपक्वता वाले डेट इंस्ट्रूमेंट्स में निवेश करते हैं।

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2022 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Sundaram Short Term Debt Fund Growth ₹36.3802
↑ 0.01
₹362 5,000 0.811.412.85.3 4.52%1Y 2M 13D1Y 7M 3D
Franklin India Short Term Income Plan - Retail Plan Growth ₹5,149.41
↑ 1.55
₹409 5,000 2.45.29.111.28.60%6M 2D
ICICI Prudential Short Term Fund Growth ₹52.0678
↑ 0.01
₹18,245 5,000 1.547.25.54.77.92%1Y 9M 25D4Y 11M 19D
HDFC Short Term Debt Fund Growth ₹27.6142
↑ 0.00
₹12,412 5,000 1.33.96.65.13.57.66%2Y 3M 18D3Y 10M 28D
Baroda Pioneer Short Term Bond Fund Growth ₹25.3798
↑ 0.00
₹225 5,000 1.23.96.44.537.71%2Y 3M 25D2Y 9M 7D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 21

शीर्ष 5 एकमुश्त लिक्विड म्युचुअल फंड

लिक्विड फंड कम जोखिम वाले स्थिर रिटर्न के साथ एक दिन से लेकर 90 दिनों की अवधि के लिए अच्छे निवेश हैं क्योंकि वे इसमें कॉर्पस निवेश करते हैंमुद्रा बाजार एक सप्ताह से लेकर 3 महीने तक की परिपक्वता अवधि वाले ऋण लिखत।

FundNAVNet Assets (Cr)Min Investment1 MO (%)3 MO (%)6 MO (%)1 YR (%)2022 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Axis Liquid Fund Growth ₹2,551.37
↑ 0.48
₹27,002 500 0.61.73.56.74.96.99%2M 2D2M 2D
Aditya Birla Sun Life Liquid Fund Growth ₹369.501
↑ 0.07
₹46,406 5,000 0.51.73.56.74.87%1M 13D1M 17D
Baroda Pioneer Liquid Fund Growth ₹2,639.62
↑ 0.50
₹8,660 5,000 0.61.73.56.74.96.93%29D1M 2D
UTI Liquid Cash Plan Growth ₹3,762.15
↑ 0.70
₹33,902 500 0.61.73.56.74.87%1M 25D1M 25D
Mirae Asset Cash Management Fund Growth ₹2,404.84
↑ 0.45
₹9,816 5,000 0.61.73.56.74.87.01%1M 24D1M 24D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 23

शीर्ष 5 एकमुश्त गिल्ट म्युचुअल फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2022 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
ICICI Prudential Gilt Fund Growth ₹88.5115
↑ 0.03
₹4,001 5,000 1.74.88.55.53.77.88%2Y 5M 23D7Y 9M 11D
SBI Magnum Gilt Fund Growth ₹56.8857
↑ 0.01
₹7,060 5,000 0.54.88.25.34.27.12%3Y 4M 28D4Y 4M 28D
Edelweiss Government Securities Fund Growth ₹21.1017
↑ 0.01
₹138 5,000 0.23.65.75.22.57.06%4Y 8M 5D6Y 6M
DSP BlackRock Government Securities Fund Growth ₹82.1864
↑ 0.05
₹592 1,000 0.94.66.94.92.77.41%5Y 4D10Y 7M 10D
Kotak Gilt Investment Fund - Provident Fund & Trust Plan Growth ₹85.9005
↑ 0.03
₹2,388 5,000 0.94.274.62.47.59%4Y 7M 24D9Y 9M 29D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 23

शीर्ष 5 एकमुश्त कॉर्पोरेट बॉन्ड म्यूचुअल फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2022 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Nippon India Prime Debt Fund Growth ₹51.5849
↓ 0.00
₹2,459 1,000 1.246.85.74.37.52%2Y 6M 29D3Y 4M 6D
ICICI Prudential Corporate Bond Fund Growth ₹25.7891
↑ 0.00
₹22,656 5,000 1.74.17.55.64.57.91%1Y 6M 14D4Y 1M 2D
Aditya Birla Sun Life Corporate Bond Fund Growth ₹97.1847
↑ 0.01
₹17,961 1,000 1.53.96.85.44.17.62%2Y 2M 5D2Y 9M 22D
HDFC Corporate Bond Fund Growth ₹28.0379
↓ 0.00
₹26,407 5,000 1.44.16.85.23.37.65%2Y 9M 5Y 1M 21D
Franklin India Corporate Debt Fund Growth ₹85.6695
↑ 0.00
₹816 10,000 1.23.55.853.27.38%1Y 8M 26D2Y 18D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 23

शीर्ष 5 एकमुश्त क्रेडिट जोखिम म्युचुअल फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2022 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
BOI AXA Credit Risk Fund Growth ₹10.9179
↑ 0.00
₹153 5,000 1.33541.2143.16.68%5M 19D6M 22D
Baroda Pioneer Credit Risk Fund Growth ₹19.1558
↑ 0.01
₹165 5,000 1.73.87.1114.68.31%1Y 7M 20D2Y 2M 8D
Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04
₹104 5,000 2.957.5116.50%
UTI Credit Risk Fund Growth ₹14.8734
↑ 0.01
₹424 5,000 1.33.56.510.73.98.17%1Y 10M 6D2Y 6M
Nippon India Credit Risk Fund Growth ₹30.0359
↑ 0.01
₹1,019 500 1.74.47.28.93.98.97%1Y 10M 28D2Y 2M 19D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 23

बेस्ट लम्पसम हाइब्रिड फंड 2022 - 2023

अंतर श्रेणियों से शीर्ष रैंक वाले फंड नीचे दिए गए हैं जैसे। आक्रामक, रूढ़िवादी, मध्यस्थता, गतिशील आवंटन, बहु संपत्ति, इक्विटी बचत और समाधान उन्मुखहाइब्रिड योजनाएं

शीर्ष 5 एकमुश्त बैलेंस्ड म्यूचुअल फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
ICICI Prudential Equity and Debt Fund Growth ₹273.24
↑ 0.76
₹24,990 5,000 9.613.818.826.815.911.7
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹26.62
↑ 0.10
₹444 5,000 14.217.821.626.113.3-4.8
HDFC Balanced Advantage Fund Growth ₹369.934
↑ 0.81
₹60,641 5,000 9.815.221.725.414.118.8
ICICI Prudential Multi-Asset Fund Growth ₹535.756
↑ 2.12
₹21,705 5,000 811.618.924.715.716.8
UTI Hybrid Equity Fund Growth ₹295.495
↑ 0.49
₹4,799 1,000 913.616.421.411.25.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 23

शीर्ष 5 एकमुश्त आक्रामक हाइब्रिड फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
ICICI Prudential Equity and Debt Fund Growth ₹273.24
↑ 0.76
₹24,990 5,000 9.613.818.826.815.911.7
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹26.62
↑ 0.10
₹444 5,000 14.217.821.626.113.3-4.8
UTI Hybrid Equity Fund Growth ₹295.495
↑ 0.49
₹4,799 1,000 913.616.421.411.25.6
Kotak Equity Hybrid Fund Growth ₹45.871
↑ 0.13
₹4,050 5,000 7.511.312.821.113.25
Nippon India Equity Hybrid Fund Growth ₹78.4702
↑ 0.28
₹3,044 500 8.613.916.721.16.76.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 23

शीर्ष 5 एकमुश्त कंजर्वेटिव हाइब्रिड फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
ICICI Prudential Equity and Debt Fund Growth ₹273.24
↑ 0.76
₹24,990 5,000 9.613.818.826.815.911.7
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹26.62
↑ 0.10
₹444 5,000 14.217.821.626.113.3-4.8
HDFC Balanced Advantage Fund Growth ₹369.934
↑ 0.81
₹60,641 5,000 9.815.221.725.414.118.8
ICICI Prudential Multi-Asset Fund Growth ₹535.756
↑ 2.12
₹21,705 5,000 811.618.924.715.716.8
UTI Hybrid Equity Fund Growth ₹295.495
↑ 0.49
₹4,799 1,000 913.616.421.411.25.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 23

शीर्ष 5 एकमुश्त आर्बिट्राज फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
SBI Arbitrage Opportunities Fund Growth ₹29.6417
↑ 0.02
₹14,313 5,000 1.93.774.854.6
Invesco India Arbitrage Fund Growth ₹27.9703
↑ 0.01
₹5,894 5,000 1.83.674.95.15.1
Kotak Equity Arbitrage Fund Growth ₹32.7596
↑ 0.01
₹23,737 5,000 1.93.66.84.95.24.5
HDFC Arbitrage Fund Growth ₹26.862
↑ 0.02
₹6,183 100,000 1.83.56.64.64.84.2
Edelweiss Arbitrage Fund Growth ₹16.9916
↑ 0.01
₹5,881 5,000 1.83.56.64.75.24.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 23

शीर्ष 5 एकमुश्त गतिशील आवंटन निधि

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
HDFC Balanced Advantage Fund Growth ₹369.934
↑ 0.81
₹60,641 5,000 9.815.221.725.414.118.8
Edelweiss Balanced Advantage Fund Growth ₹39.81
↑ 0.07
₹9,458 1,000 5.89.51114.410.62.1
ICICI Prudential Balanced Advantage Fund Growth ₹56.67
↑ 0.05
₹48,721 5,000 4.87.710.71410.67.9
Aditya Birla Sun Life Balanced Advantage Fund Growth ₹82.21
↑ 0.20
₹6,818 1,000 5.79.711.613.49.84.2
Nippon India Balanced Advantage Fund Growth ₹136.186
↑ 0.31
₹7,031 5,000 5.48.79.413.19.15.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 23

शीर्ष 5 एकमुश्त मल्टी एसेट एलोकेशन फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
ICICI Prudential Multi-Asset Fund Growth ₹535.756
↑ 2.12
₹21,705 5,000 811.618.924.715.716.8
Edelweiss Multi Asset Allocation Fund Growth ₹45.49
↑ 0.10
₹744 5,000 8.212.916.720.412.15.3
HDFC Multi-Asset Fund Growth ₹54.126
↑ 0.11
₹1,913 5,000 5.29.41214.7114.3
SBI Multi Asset Allocation Fund Growth ₹43.7371
↑ 0.11
₹1,246 5,000 7.212.914.812.411.16
UTI Multi Asset Fund Growth ₹51.2645
↑ 0.21
₹858 5,000 6.313.216.312.28.54.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Aug 23

शीर्ष 5 एकमुश्त इक्विटी बचत निधि

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
Principal Equity Savings Fund Growth ₹56.5788
↑ 0.00
₹539 5,000 5.89.811.113.79.84.1
HDFC Equity Savings Fund Growth ₹53.964
↑ 0.06
₹2,844 5,000 4.47.59.812.98.66
SBI Equity Savings Fund Growth ₹19.5138
↑ 0.06
₹2,447 1,000 6.711.212.712.58.71.9
L&T Equity Savings Fund Growth ₹25.6587
↑ 0.09
₹160 5,000 4.29.210.812.47.82
DSP BlackRock Equity Savings Fund Growth ₹17.748
₹644 1,000 4.46.88.511.27.14.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 23

शीर्ष 5 एकमुश्त समाधान उन्मुख योजनाएं

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
HDFC Retirement Savings Fund - Equity Plan Growth ₹37.287
↑ 0.16
₹3,570 5,000 11.218.925.629.6178.6
HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹30.161
↑ 0.11
₹1,127 5,000 8.514.719.420.712.94.8
ICICI Prudential Child Care Plan (Gift) Growth ₹226.62
↑ 0.54
₹988 5,000 10.416.516.11810.22.6
Tata Retirement Savings Fund - Progressive Growth ₹47.9482
↑ 0.23
₹1,492 5,000 10.917.414.516.49.5-3.9
Tata Retirement Savings Fund-Moderate Growth ₹48.3792
↑ 0.21
₹1,741 5,000 9.415.71415.49.4-1.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 23

1 महीने के प्रदर्शन पर सर्वश्रेष्ठ एकमुश्त म्युचुअल फंड

1. UTI Healthcare Fund

(Erstwhile UTI Pharma & Healthcare Fund)

The Investment objective of the Scheme is capital appreciation through investments in equities and equity related instruments of the Pharma & Healthcare sectors.

UTI Healthcare Fund is a Equity - Sectoral fund was launched on 28 Jun 99. It is a fund with High risk and has given a CAGR/Annualized return of 14.1% since its launch.  Ranked 40 in Sectoral category.  Return for 2022 was -12.3% , 2021 was 19.1% and 2020 was 67.4% .

Below is the key information for UTI Healthcare Fund

UTI Healthcare Fund
Growth
Launch Date 28 Jun 99
NAV (22 Aug 23) ₹183.564 ↑ 0.12   (0.07 %)
Net Assets (Cr) ₹782 on 31 Jul 23
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.47
Sharpe Ratio 1.05
Information Ratio -0.29
Alpha Ratio 0.28
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 18₹10,000
31 Aug 19₹8,283
31 Aug 20₹12,580
31 Aug 21₹17,842
31 Aug 22₹15,581
31 Aug 23₹18,987

UTI Healthcare Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for UTI Healthcare Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23

DurationReturns
1 Month 7.6%
3 Month 24%
6 Month 27.3%
1 Year 26%
3 Year 13.5%
5 Year 15%
10 Year
15 Year
Since launch 14.1%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -12.3%
2021 19.1%
2020 67.4%
2019 1.2%
2018 -7.5%
2017 6.2%
2016 -9.7%
2015 12.4%
2014 43.7%
2013 23.3%
Fund Manager information for UTI Healthcare Fund
NameSinceTenure
Kamal Gada2 May 221.33 Yr.

Data below for UTI Healthcare Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Cash1.68%
Equity98.16%
Debt0.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 06 | SUNPHARMA
13%₹98 Cr880,000
↓ -20,518
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 03 | 500087
9%₹69 Cr550,000
↓ -15,000
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 28 Feb 18 | DRREDDY
7%₹55 Cr98,643
↓ -1,357
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Apr 21 | APOLLOHOSP
6%₹46 Cr95,000
↑ 4,991
Ajanta Pharma Ltd (Healthcare)
Equity, Since 31 Jul 17 | 532331
5%₹41 Cr240,000
↓ -35,000
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 20 | 532843
4%₹34 Cr1,015,000
↓ -32,042
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Oct 13 | AUROPHARMA
4%₹33 Cr402,563
↓ -17,437
Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 30 Jun 21 | 543308
4%₹32 Cr160,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 17 | DIVISLAB
4%₹27 Cr76,000
↑ 6,371
Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Mar 19 | ERIS
3%₹25 Cr307,677
↓ -37,323

2. TATA Mid Cap Growth Fund

To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks.

TATA Mid Cap Growth Fund is a Equity - Mid Cap fund was launched on 1 Jul 94. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.4% since its launch.  Ranked 31 in Mid Cap category.  Return for 2022 was 0.6% , 2021 was 40% and 2020 was 24.3% .

Below is the key information for TATA Mid Cap Growth Fund

TATA Mid Cap Growth Fund
Growth
Launch Date 1 Jul 94
NAV (22 Aug 23) ₹304.899 ↑ 2.31   (0.76 %)
Net Assets (Cr) ₹2,315 on 31 Jul 23
Category Equity - Mid Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.15
Sharpe Ratio 1.42
Information Ratio -0.88
Alpha Ratio -0.32
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 18₹10,000
31 Aug 19₹9,210
31 Aug 20₹10,058
31 Aug 21₹16,811
31 Aug 22₹17,674
31 Aug 23₹21,766

TATA Mid Cap Growth Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for TATA Mid Cap Growth Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23

DurationReturns
1 Month 6.8%
3 Month 17.6%
6 Month 26.1%
1 Year 25.9%
3 Year 28%
5 Year 17.3%
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022 0.6%
2021 40%
2020 24.3%
2019 6.5%
2018 -13%
2017 49.8%
2016 -2.2%
2015 10.8%
2014 80%
2013 6.6%
Fund Manager information for TATA Mid Cap Growth Fund
NameSinceTenure
Abhinav Sharma30 Jun 212.17 Yr.
Satish Mishra30 Jun 212.17 Yr.

Data below for TATA Mid Cap Growth Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Industrials31.51%
Financial Services19.84%
Basic Materials14.03%
Consumer Cyclical11.8%
Health Care8.83%
Technology4.48%
Real Estate2.82%
Consumer Defensive2.56%
Communication Services1.26%
Asset Allocation
Asset ClassValue
Cash2.87%
Equity97.13%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
IDFC First Bank Ltd (Financial Services)
Equity, Since 31 Aug 22 | IDFCFIRSTB
4%₹103 Cr10,991,415
Thermax Ltd (Industrials)
Equity, Since 30 Apr 21 | THERMAX
4%₹91 Cr325,478
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Jun 23 | AUROPHARMA
3%₹76 Cr920,000
↑ 110,000
AIA Engineering Ltd (Industrials)
Equity, Since 31 Oct 13 | AIAENG
3%₹74 Cr200,000
PI Industries Ltd (Basic Materials)
Equity, Since 31 Dec 15 | PIIND
3%₹73 Cr200,000
↑ 13,600
Kajaria Ceramics Ltd (Industrials)
Equity, Since 30 Jun 22 | 500233
3%₹68 Cr464,621
Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | 500480
3%₹68 Cr400,000
↑ 46,944
CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Nov 22 | CREDITACC
3%₹66 Cr467,200
↑ 76,671
Indian Bank (Financial Services)
Equity, Since 31 Oct 21 | 532814
2%₹60 Cr1,592,196
↓ -528,006
Lupin Ltd (Healthcare)
Equity, Since 31 Dec 22 | 500257
2%₹55 Cr500,000
↑ 100,000

3. Taurus Discovery (Midcap) Fund

(Erstwhile Taurus Discovery Fund)

The primary objective of the Scheme is to identify and select low priced stocks through price discovery mechanism, which would broadly include: • To capitalise on available opportunity on growth potential offered by undervalued stocks, especially in the midcap and smallcap space. • Such stocks being low priced and if dividend paying, decent dividend yield will give desired cushion in the volatile capital market. • Many of such cases where investment will be made may be turnaround cases, therefore, greater potential for improvement in NAV.

Taurus Discovery (Midcap) Fund is a Equity - Mid Cap fund was launched on 5 Sep 94. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 8.1% since its launch.  Ranked 13 in Mid Cap category.  Return for 2022 was 6.7% , 2021 was 32.7% and 2020 was 25.5% .

Below is the key information for Taurus Discovery (Midcap) Fund

Taurus Discovery (Midcap) Fund
Growth
Launch Date 5 Sep 94
NAV (22 Aug 23) ₹94.35 ↑ 1.53   (1.65 %)
Net Assets (Cr) ₹94 on 31 Jul 23
Category Equity - Mid Cap
AMC Taurus Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.57
Sharpe Ratio 1.48
Information Ratio -1.24
Alpha Ratio 0.56
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-180 Days (0.5%),180 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 18₹10,000
31 Aug 19₹8,240
31 Aug 20₹9,795
31 Aug 21₹14,966
31 Aug 22₹15,793
31 Aug 23₹20,556

Taurus Discovery (Midcap) Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Taurus Discovery (Midcap) Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23

DurationReturns
1 Month 6.4%
3 Month 19.1%
6 Month 26.7%
1 Year 29.4%
3 Year 25.7%
5 Year 15.1%
10 Year
15 Year
Since launch 8.1%
Historical performance (Yearly) on absolute basis
YearReturns
2022 6.7%
2021 32.7%
2020 25.5%
2019 1.6%
2018 -7%
2017 46.1%
2016 3.2%
2015 7.8%
2014 60.7%
2013 0.9%
Fund Manager information for Taurus Discovery (Midcap) Fund
NameSinceTenure
Hardik Shah23 May 221.28 Yr.

Data below for Taurus Discovery (Midcap) Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Cash0.72%
Equity99.28%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Ami Organics Ltd (Basic Materials)
Equity, Since 31 Dec 21 | 543349
7%₹7 Cr53,750
↑ 2,000
Hindware Home Innovation Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 22 | 542905
5%₹5 Cr87,250
↑ 7,250
Century Textiles & Industries Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 500040
5%₹5 Cr50,000
REC Ltd (Financial Services)
Equity, Since 31 Jan 23 | 532955
4%₹4 Cr185,000
Mayur Uniquoters Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 522249
4%₹4 Cr71,522
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Aug 20 | 500469
4%₹4 Cr260,000
↑ 15,000
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Jul 22 | 532889
3%₹3 Cr44,500
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 Oct 21 | 500103
3%₹3 Cr265,000
Faze Three Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | 530079
3%₹3 Cr78,000
↑ 34,056
HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 May 23 | 541729
3%₹3 Cr12,000

4. TATA India Pharma & Healthcare Fund

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 the pharma & healthcare sectors 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 India Pharma & Healthcare Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a CAGR/Annualized return of 9.6% since its launch.  Return for 2022 was -8% , 2021 was 19.1% and 2020 was 64.4% .

Below is the key information for TATA India Pharma & Healthcare Fund

TATA India Pharma & Healthcare Fund
Growth
Launch Date 28 Dec 15
NAV (22 Aug 23) ₹20.1972 ↓ -0.03   (-0.14 %)
Net Assets (Cr) ₹641 on 31 Jul 23
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 2.13
Sharpe Ratio 1.04
Information Ratio 1.04
Alpha Ratio 3.73
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.

DateValue
31 Aug 18₹10,000
31 Aug 19₹9,024
31 Aug 20₹12,904
31 Aug 21₹18,728
31 Aug 22₹16,701
31 Aug 23₹20,369

TATA India Pharma & Healthcare Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for TATA India Pharma & Healthcare Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23

DurationReturns
1 Month 6.4%
3 Month 23%
6 Month 26.4%
1 Year 25.6%
3 Year 15.5%
5 Year 16.6%
10 Year
15 Year
Since launch 9.6%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -8%
2021 19.1%
2020 64.4%
2019 5.5%
2018 -2.6%
2017 4.7%
2016 -14.7%
2015
2014
2013
Fund Manager information for TATA India Pharma & Healthcare Fund
NameSinceTenure
Meeta Shetty9 Mar 212.48 Yr.

Data below for TATA India Pharma & Healthcare Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Health Care95.04%
Basic Materials1.82%
Asset Allocation
Asset ClassValue
Cash3.13%
Equity96.87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Jan 16 | SUNPHARMA
14%₹93 Cr839,300
↑ 100,000
Lupin Ltd (Healthcare)
Equity, Since 30 Nov 17 | 500257
11%₹71 Cr643,240
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Aug 18 | DRREDDY
10%₹65 Cr116,800
Cipla Ltd (Healthcare)
Equity, Since 30 Apr 20 | 500087
8%₹51 Cr405,000
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Apr 20 | AUROPHARMA
8%₹51 Cr611,000
↑ 50,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 17 | DIVISLAB
6%₹38 Cr104,965
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Aug 20 | ALKEM
5%₹30 Cr83,049
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Oct 20 | 532843
4%₹28 Cr855,100
Zydus Lifesciences Ltd (Healthcare)
Equity, Since 31 Dec 22 | 532321
4%₹24 Cr378,818
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Dec 16 | APOLLOHOSP
4%₹23 Cr47,960

Disclaimer:
यहां प्रदान की गई जानकारी सटीक है, यह सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।
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