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5 सर्वोत्कृष्ट कामगिरी एकरकमी गुंतवणूक 2022 - 2023

Updated on June 30, 2025 , 153670 views

भारतातील म्युच्युअल फंड योजना गेल्या काही वर्षांत वाढल्या आहेत. परिणामी, दसर्वोत्तम कामगिरी करणारे म्युच्युअल फंड मध्येबाजार बदलत रहा. क्रिसिल, मॉर्निंग स्टार, ICRA इत्यादी म्युच्युअल फंड योजनेचा न्याय करण्यासाठी विविध रेटिंग सिस्टम आहेत.

Lump sum Investments

या प्रणाली गुणात्मक आणि परिमाणात्मक घटकांवर आधारित म्युच्युअल फंडाचे मूल्यांकन करतात जसे की परतावा,प्रमाणित विचलन, निधी वय, इ. या सर्व घटकांची बेरीज सर्वोत्कृष्ट कामगिरीचे रेटिंग देतेम्युच्युअल फंड भारतात.

एकरकमी म्युच्युअल फंड गुंतवणुकीसाठी टिपा

सर्वोत्कृष्ट कामगिरी करणाऱ्या म्युच्युअल फंडामध्ये गुंतवणूक करण्याचा एक उत्तम मार्ग म्हणजे त्याचे गुणात्मक आणि परिमाणात्मक दोन्ही उपाय पाहणे, जसे की:

योजना मालमत्तेचा आकार

गुंतवणुकदारांनी नेहमी अशा फंडासाठी जावे जे फार मोठे किंवा आकाराने लहान नाही. फंडाच्या आकारमानात कोणतीही परिपूर्ण व्याख्या आणि संबंध नसताना, असे म्हटले जाते की खूप लहान आणि खूप मोठे दोन्ही, फंडाच्या कामगिरीमध्ये अडथळा आणू शकतात. कोणत्याही योजनेत कमी मालमत्ता व्यवस्थापन (एयूएम) खूप धोकादायक असते कारण तुम्हाला हे माहित नसते की गुंतवणूकदार कोण आहेत आणि त्यांनी विशिष्ट योजनेत किती गुंतवणूक केली आहे. अशा प्रकारे, फंड निवडताना, ज्याची AUM अंदाजे श्रेणी सारखीच आहे अशासाठी जाण्याचा सल्ला दिला जातो.

फंड वय

सर्वोत्तम कामगिरी करणाऱ्या म्युच्युअल फंडामध्ये गुंतवणूक करण्यासाठी, गुंतवणूकदारांनी ठराविक कालावधीसाठी फंडाच्या कामगिरीचे योग्य मूल्यांकन केले पाहिजे. तसेच, 4-5 वर्षांमध्ये सातत्याने परतावा देणार्‍या योजनेसाठी जाण्याची सूचना केली आहे.

सर्वोत्तम म्युच्युअल फंडामध्ये ऑनलाइन गुंतवणूक कशी करावी?

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    सुरु करूया

बेस्ट लम्पसम इक्विटी म्युच्युअल फंड 2022 - 2023

खाली शीर्ष रँक केलेले फंड आहेतइक्विटी लार्ज-, मिड-, स्मॉल-, मल्टी-कॅप फंड,ELSS आणि क्षेत्रीय निधी.

टॉप 5 एकरकमी लार्ज कॅप इक्विटी म्युच्युअल फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Nippon India Large Cap Fund Growth ₹91.3253
↓ -0.39 		₹41,750 5,000 103.95.624.826.318.2
DSP BlackRock TOP 100 Equity Growth ₹477.264
↓ -1.81 		₹6,036 1,000 7.13.9922.820.520.5
ICICI Prudential Bluechip Fund Growth ₹111.41
↓ -0.25 		₹69,763 5,000 95.27.122.723.516.9
IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 		₹655 5,000 9.212.515.421.912.6
Invesco India Largecap Fund Growth ₹70.58
↓ -0.22 		₹1,488 5,000 12.42.86.421.921.320
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jul 25

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शीर्ष 5 एकरकमी मिड कॅप इक्विटी म्युच्युअल फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Motilal Oswal Midcap 30 Fund  Growth ₹105.16
↑ 0.51 		₹30,401 5,000 13.2-7.81035.636.957.1
Edelweiss Mid Cap Fund Growth ₹103.248
↓ -0.19 		₹10,028 5,000 15.20.910.431.833.538.9
Invesco India Mid Cap Fund Growth ₹180.98
↓ -0.16 		₹6,641 5,000 17.83.316.933.130.943.1
ICICI Prudential MidCap Fund Growth ₹305.02
↑ 0.56 		₹6,421 5,000 17.86.15.627.630.627
SBI Magnum Mid Cap Fund Growth ₹239.379
↓ -0.22 		₹22,406 5,000 9.30.22.522.729.220.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jul 25

शीर्ष 5 एकरकमी स्मॉल कॅप म्युच्युअल फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
L&T Emerging Businesses Fund Growth ₹83.5745
↓ -0.18 		₹16,061 5,000 14.5-7.1-2.826.834.928.5
Franklin India Smaller Companies Fund Growth ₹175.411
↓ -0.31 		₹13,545 5,000 14.4-3.6-3.630.134.423.2
HDFC Small Cap Fund Growth ₹141.289
↑ 0.20 		₹34,032 5,000 16-0.15.129.534.320.4
ICICI Prudential Smallcap Fund Growth ₹88.69
↓ -0.01 		₹8,254 5,000 14.31.7-0.322.43315.6
Kotak Small Cap Fund Growth ₹265.715
↓ -0.88 		₹17,329 5,000 12.6-4.7-0.721.832.625.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jul 25

टॉप 5 एकरकमी डायव्हर्सिफाइड/मल्टी कॅप इक्विटी म्युच्युअल फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Nippon India Multi Cap Fund Growth ₹300.724
↓ -0.78 		₹43,483 5,000 122.43.929.432.425.8
Motilal Oswal Multicap 35 Fund Growth ₹63.7687
↑ 0.27 		₹13,023 5,000 11.7-2.314.32922.145.7
JM Multicap Fund Growth ₹99.0873
↓ -0.43 		₹5,917 5,000 8.9-6.2-4.827.826.733.3
HDFC Equity Fund Growth ₹1,992.97
↓ -5.71 		₹75,784 5,000 8.35.410.227.629.623.5
Mahindra Badhat Yojana Growth ₹36.15
↓ -0.03 		₹5,408 1,000 13.22.14.125.927.623.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jul 25

टॉप 5 एकरकमी (ELSS) इक्विटी लिंक्ड सेव्हिंग स्कीम

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Motilal Oswal Long Term Equity Fund Growth ₹53.0958
↓ -0.29 		₹4,360 500 16.5-5.89.93227.647.7
SBI Magnum Tax Gain Fund Growth ₹443.971
↑ 0.37 		₹29,667 500 9.134.729.727.927.7
HDFC Tax Saver Fund Growth ₹1,422.3
↓ -3.58 		₹16,454 500 9.35.68.426.726.921.3
L&T Tax Advantage Fund Growth ₹136.218
↓ -0.46 		₹4,129 500 10.9-1.55.125.723.133
JM Tax Gain Fund Growth ₹48.91
↓ -0.18 		₹199 500 9.7-20.225.225.229
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jul 25

टॉप 5 एकरकमी सेक्टर इक्विटी म्युच्युअल फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Invesco India PSU Equity Fund Growth ₹65.25
↓ -0.30 		₹1,394 5,000 13.97.4-2.739.82925.6
SBI PSU Fund Growth ₹32.4016
↓ -0.15 		₹5,259 5,000 8.64.9-1.138.830.623.5
Nippon India Power and Infra Fund Growth ₹352.943
↓ -0.71 		₹7,417 5,000 11.20.1-5.336.933.126.9
HDFC Infrastructure Fund Growth ₹48.259
↓ -0.16 		₹2,540 5,000 112.7-0.436.434.923
ICICI Prudential Infrastructure Fund Growth ₹199.12
↓ -0.44 		₹7,920 5,000 11.95.84.33637.727.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jul 25

बेस्ट लम्पसम डेट फंड 2022 - 2023

खाली लिक्विड, अल्ट्रा शॉर्ट, शॉर्ट टर्म, गिल्ट, क्रेडिट रिस्क आणि कॉर्पोरेट सारख्या कर्ज श्रेणीतील शीर्ष रँक फंड आहेतकर्ज निधी.

टॉप 5 एकरकमी अल्ट्रा शॉर्ट टर्म डेट म्युच्युअल फंड

अल्ट्राअल्पकालीन निधी कमी जोखीम स्थिर परताव्यासह 6-12 महिन्यांच्या कालावधीसाठी चांगली गुंतवणूक आहे कारण ते 6 ते 12 महिन्यांच्या कालावधीतील परिपक्वता असलेल्या अल्प मुदतीच्या कर्ज साधनांमध्ये कॉर्पसची गुंतवणूक करतात.

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Aditya Birla Sun Life Savings Fund Growth ₹549.492
↑ 0.27 		₹18,981 1,000 2.14.28.17.47.96.92%4M 13D5M 8D
ICICI Prudential Ultra Short Term Fund Growth ₹27.7558
↑ 0.01 		₹16,269 5,000 247.77.17.56.88%5M 12D8M 8D
SBI Magnum Ultra Short Duration Fund Growth ₹5,985.91
↑ 2.92 		₹16,434 5,000 1.93.97.67.17.40.49%5M 16D6M 25D
Invesco India Ultra Short Term Fund Growth ₹2,702.11
↑ 1.34 		₹1,227 5,000 1.93.97.56.97.56.59%5M 16D5M 24D
Kotak Savings Fund Growth ₹42.9614
↑ 0.03 		₹15,401 5,000 1.93.97.56.97.26.63%5M 23D6M
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jul 25

टॉप 5 एकरकमी शॉर्ट टर्म डेट म्युच्युअल फंड

कमी जोखीम स्थिर परताव्यासह 1-2 वर्षांच्या कालावधीसाठी अल्प मुदतीचे फंड चांगले गुंतवणूक आहेत कारण ते 1 ते 3 वर्षांच्या मुदतीच्या मुदतीसह कर्ज साधनांमध्ये कॉर्पसची गुंतवणूक करतात.

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2024 (%)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
Nippon India Short Term Fund Growth ₹53.0745
↑ 0.03 		₹7,058 5,000 2.65.29.57.786.87%2Y 8M 16D3Y 5M 26D
Axis Short Term Fund Growth ₹31.0736
↑ 0.02 		₹9,494 5,000 2.55.39.57.786.83%2Y 7M 6D3Y 2M 23D
IDFC Bond Fund Short Term Plan Growth ₹57.4764
↑ 0.04 		₹10,697 5,000 2.55.29.47.67.86.57%2Y 10M 10D3Y 7M 10D
HDFC Short Term Debt Fund Growth ₹32.1773
↑ 0.02 		₹17,019 5,000 2.45.19.47.98.36.87%2Y 9M4Y 1M 2D
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 एकरकमी लिक्विड म्युच्युअल फंड

लिक्विड फंड कमी जोखमीच्या स्थिर परताव्यासह एक दिवस ते ९० दिवसांच्या कालावधीसाठी चांगली गुंतवणूक आहे कारण ते कॉर्पस गुंतवणूक करतातपैसा बाजार एक आठवडा ते ३ महिन्यांच्या कालावधीतील परिपक्वता असलेली कर्ज साधने.

FundNAVNet Assets (Cr)Min Investment1 MO (%)3 MO (%)6 MO (%)1 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Axis Liquid Fund Growth ₹2,908.96
↑ 0.65 		₹36,089 500 0.51.63.57.27.46.3%1M 8D1M 11D
DSP BlackRock Liquidity Fund Growth ₹3,729.76
↑ 0.81 		₹17,752 1,000 0.51.63.57.27.46.51%1M 6D1M 10D
Canara Robeco Liquid Growth ₹3,144.67
↑ 0.74 		₹6,387 5,000 0.51.63.57.27.46.24%1M 15D1M 18D
Invesco India Liquid Fund Growth ₹3,590.91
↑ 0.80 		₹14,737 5,000 0.51.63.57.27.46.19%1M 22D1M 22D
Edelweiss Liquid Fund Growth ₹3,340.84
↑ 0.75 		₹7,716 5,000 0.51.63.57.27.36.22%1M 14D1M 14D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jul 25

शीर्ष 5 एकरकमी गिल्ट म्युच्युअल फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
ICICI Prudential Gilt Fund Growth ₹103.4
↑ 0.08 		₹7,347 5,000 25.49.78.98.26.45%3Y 6M9Y 4M 17D
SBI Magnum Gilt Fund Growth ₹66.1552
↑ 0.09 		₹12,573 5,000 0.54.38.38.28.96.76%10Y 4M 20D24Y 10M 28D
Axis Gilt Fund Growth ₹25.6581
↑ 0.02 		₹770 5,000 0.74.79.18.2106.56%8Y 5M 19D19Y 9M 11D
DSP BlackRock Government Securities Fund Growth ₹95.8796
↑ 0.18 		₹1,904 1,000 0.147.98.110.16.7%10Y 5M 23D27Y 9M 25D
HDFC Gilt Fund Growth ₹55.6364
↑ 0.10 		₹3,058 5,000 1.14.89.188.76.59%8Y 7M 6D17Y 9M 4D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jul 25

शीर्ष 5 एकरकमी कॉर्पोरेट बाँड म्युच्युअल फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Nippon India Prime Debt Fund Growth ₹60.361
↑ 0.04 		₹8,771 1,000 2.55.49.98.28.46.84%3Y 9M 25D5Y 7D
ICICI Prudential Corporate Bond Fund Growth ₹29.9691
↑ 0.02 		₹31,264 5,000 2.359.28.286.85%2Y 9M 7D4Y 8M 8D
HDFC Corporate Bond Fund Growth ₹32.7135
↑ 0.03 		₹35,493 5,000 2.359.48.18.66.83%4Y 2M 5D6Y 3M 18D
Aditya Birla Sun Life Corporate Bond Fund Growth ₹113.463
↑ 0.10 		₹28,436 1,000 2.159.58.18.56.84%4Y 18D6Y 1M 20D
BNP Paribas Corporate Bond Fund Growth ₹27.6717
↑ 0.03 		₹299 5,000 2.75.710.288.36.71%3Y 9M 25D5Y 2M 16D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jul 25

शीर्ष 5 एकरकमी क्रेडिट जोखीम म्युच्युअल फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
DSP BlackRock Credit Risk Fund Growth ₹49.7575
↑ 0.03 		₹210 1,000 2.818.523.114.87.87.32%1Y 11M 5D2Y 7M 17D
Aditya Birla Sun Life Credit Risk Fund Growth ₹22.399
↑ 0.01 		₹993 1,000 2.88.916.811.311.97.8%2Y 4M 2D3Y 7M 13D
L&T Credit Risk Fund Growth ₹32.3808
↑ 0.02 		₹657 10,000 13.317.321.511.37.27.19%2Y 1M 17D2Y 10M 6D
Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04 		₹104 5,000 2.957.511 0%
Invesco India Credit Risk Fund Growth ₹1,937.63
↑ 0.97 		₹150 5,000 2.16.710.59.47.36.82%2Y 10M 17D3Y 11M 19D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jul 25

बेस्ट लम्पसम हायब्रिड फंड 2022 - 2023

खाली भिन्न श्रेणींमधील शीर्ष रँक केलेले फंड आहेत. आक्रमक, पुराणमतवादी, आर्बिट्रेज, डायनॅमिक ऍलोकेशन, मल्टी अॅसेट, इक्विटी सेव्हिंग्स आणि सोल्युशन ओरिएंटेडसंकरित योजना

शीर्ष 5 एकरकमी बॅलन्स्ड म्युच्युअल फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
JM Equity Hybrid Fund Growth ₹122.877
↓ -0.12 		₹822 5,000 8.9-1.6-1.224.926.927
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.73
↓ -0.09 		₹1,198 5,000 10.8-1.92.424.527.425.8
ICICI Prudential Equity and Debt Fund Growth ₹393.98
↓ -0.22 		₹43,159 5,000 76.89.722.725.917.2
UTI Multi Asset Fund Growth ₹74.8978
↓ -0.01 		₹5,659 5,000 6.83.28.222.517.220.7
ICICI Prudential Multi-Asset Fund Growth ₹761.267
↑ 0.24 		₹59,452 5,000 6.39.611.622.124.716.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jul 25

शीर्ष 5 एकरकमी आक्रमक हायब्रिड फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
JM Equity Hybrid Fund Growth ₹122.877
↓ -0.12 		₹822 5,000 8.9-1.6-1.224.926.927
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.73
↓ -0.09 		₹1,198 5,000 10.8-1.92.424.527.425.8
ICICI Prudential Equity and Debt Fund Growth ₹393.98
↓ -0.22 		₹43,159 5,000 76.89.722.725.917.2
UTI Hybrid Equity Fund Growth ₹408.672
↓ -1.10 		₹6,254 1,000 7.22.36.920.321.719.7
DSP BlackRock Equity and Bond Fund Growth ₹360.416
↓ -1.17 		₹11,104 1,000 6.23.89.520.218.517.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jul 25

टॉप 5 एकरकमी कंझर्वेटिव्ह हायब्रिड फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
JM Equity Hybrid Fund Growth ₹122.877
↓ -0.12 		₹822 5,000 8.9-1.6-1.224.926.927
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.73
↓ -0.09 		₹1,198 5,000 10.8-1.92.424.527.425.8
ICICI Prudential Equity and Debt Fund Growth ₹393.98
↓ -0.22 		₹43,159 5,000 76.89.722.725.917.2
UTI Multi Asset Fund Growth ₹74.8978
↓ -0.01 		₹5,659 5,000 6.83.28.222.517.220.7
ICICI Prudential Multi-Asset Fund Growth ₹761.267
↑ 0.24 		₹59,452 5,000 6.39.611.622.124.716.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jul 25

शीर्ष 5 एकरकमी आर्बिट्रेज फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
UTI Arbitrage Fund Growth ₹35.0647
↑ 0.01 		₹7,308 5,000 1.63.57.16.95.67.7
ICICI Prudential Equity Arbitrage Fund Growth ₹34.3292
↑ 0.00 		₹28,444 5,000 1.63.57.16.95.67.6
Kotak Equity Arbitrage Fund Growth ₹37.4949
↑ 0.01 		₹67,362 5,000 1.63.477.15.87.8
SBI Arbitrage Opportunities Fund Growth ₹33.8284
↑ 0.00 		₹33,759 5,000 1.73.577.15.77.5
Aditya Birla Sun Life Arbitrage Fund Growth ₹26.5781
↑ 0.00 		₹18,204 1,000 1.63.576.85.57.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jul 25

टॉप 5 एकरकमी डायनॅमिक ऍलोकेशन फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Invesco India Dynamic Equity Fund Growth ₹54.3
↓ -0.13 		₹978 5,000 6.90.86.916.613.915.9
Axis Dynamic Equity Fund Growth ₹21.09
↓ -0.04 		₹3,161 5,000 5.12.87.916.313.917.5
Aditya Birla Sun Life Balanced Advantage Fund Growth ₹107.37
↓ -0.18 		₹7,710 1,000 7.46.59.115.61513
Edelweiss Balanced Advantage Fund Growth ₹51.24
↓ -0.08 		₹12,696 1,000 6.42.74.815.115.513.1
ICICI Prudential Balanced Advantage Fund Growth ₹74.15
↓ -0.03 		₹63,787 5,000 6.85.99.914.915.712.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jul 25

टॉप 5 एकरकमी मल्टी अॅसेट ऍलोकेशन फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
UTI Multi Asset Fund Growth ₹74.8978
↓ -0.01 		₹5,659 5,000 6.83.28.222.517.220.7
ICICI Prudential Multi-Asset Fund Growth ₹761.267
↑ 0.24 		₹59,452 5,000 6.39.611.622.124.716.1
Edelweiss Multi Asset Allocation Fund Growth ₹64.31
↓ -0.12 		₹2,749 5,000 8.23.18.721.421.420.2
SBI Multi Asset Allocation Fund Growth ₹59.7974
↓ -0.01 		₹8,395 5,000 7.67.59.418.715.212.8
HDFC Multi-Asset Fund Growth ₹71.588
↓ -0.18 		₹4,375 5,000 66.19.116.11713.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jul 25

शीर्ष 5 एकरकमी इक्विटी बचत निधी

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
L&T Equity Savings Fund Growth ₹33.0275
↑ 0.02 		₹655 5,000 5.4-44.213.814.524
SBI Equity Savings Fund Growth ₹24.1386
↑ 0.01 		₹5,431 1,000 6.63.77.213.21312
Principal Equity Savings Fund Growth ₹70.7724
↓ -0.05 		₹1,049 5,000 53.7813.213.912.6
Kotak Equity Savings Fund Growth ₹26.1104
↓ -0.01 		₹8,254 5,000 4.62.76.112.612.111.7
Edelweiss Equity Savings Fund Growth ₹25.247
↑ 0.05 		₹639 5,000 4.63.79.112.411.313.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jul 25

टॉप 5 एकरकमी सोल्युशन ओरिएंटेड योजना

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
HDFC Retirement Savings Fund - Equity Plan Growth ₹51.273
↓ -0.19 		₹6,474 5,000 9.22.34.823.726.918
ICICI Prudential Child Care Plan (Gift) Growth ₹336.07
↑ 0.28 		₹1,343 5,000 12.38.28.722.821.216.9
HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹39.125
↓ -0.14 		₹1,657 5,000 7.62.95.418.419.514
Tata Retirement Savings Fund - Progressive Growth ₹67.2254
↓ -0.31 		₹2,083 5,000 12.5-0.45.12118.921.7
Tata Retirement Savings Fund-Moderate Growth ₹65.769
↓ -0.27 		₹2,151 5,000 10.70.66.519.117.419.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jul 25

1 महिन्याच्या कामगिरीवर सर्वोत्तम एकरकमी म्युच्युअल फंड

1. DSP BlackRock US Flexible Equity Fund

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 CAGR/Annualized return of 15.4% since its launch.  Ranked 3 in Global category.  Return for 2024 was 17.8% , 2023 was 22% and 2022 was -5.9% .

Below is the key information for DSP BlackRock US Flexible Equity Fund

DSP BlackRock US Flexible Equity Fund
Growth
Launch Date 3 Aug 12
NAV (01 Jul 25) ₹63.3693 ↓ -0.04   (-0.07 %)
Net Assets (Cr) ₹866 on 31 May 25
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating ☆☆☆☆☆
Risk High
Expense Ratio 1.54
Sharpe Ratio 0.28
Information Ratio -0.7
Alpha Ratio -6.37
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 Jun 20₹10,000
30 Jun 21₹14,201
30 Jun 22₹13,169
30 Jun 23₹15,997
30 Jun 24₹19,252
30 Jun 25₹22,416

DSP BlackRock US Flexible Equity 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 DSP BlackRock US Flexible Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25

DurationReturns
1 Month 8.1%
3 Month 20.5%
6 Month 10.4%
1 Year 17.2%
3 Year 18.8%
5 Year 17.1%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Jay Kothari1 Mar 1312.26 Yr.

Data below for DSP BlackRock US Flexible Equity Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Technology28.15%
Financial Services19.4%
Communication Services14.66%
Health Care13.24%
Consumer Cyclical8.96%
Industrials6.76%
Basic Materials3.47%
Energy3.16%
Asset Allocation
Asset ClassValue
Cash2.18%
Equity97.81%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF US Flexible Equity I2
Investment Fund | -		99%₹860 Cr2,038,389
↓ -14,475
Treps / Reverse Repo Investments
CBLO/Reverse Repo | -		1%₹9 Cr
Net Receivables/Payables
Net Current Assets | -		0%-₹3 Cr

2. PGIM India Euro Equity Fund

(Erstwhile DHFL Pramerica Top Euroland Offshore Fund)

The primary investment objective of the scheme is to generate long-term capital growth from a diversified portfolio of units of overseas mutual funds.

PGIM India Euro Equity Fund is a Others - Fund of Fund fund was launched on 11 Sep 07. It is a fund with High risk and has given a CAGR/Annualized return of 2.9% since its launch.  Ranked 24 in Fund of Fund category.  Return for 2024 was 20.6% , 2023 was 14.6% and 2022 was -35.6% .

Below is the key information for PGIM India Euro Equity Fund

PGIM India Euro Equity Fund
Growth
Launch Date 11 Sep 07
NAV (01 Jul 25) ₹16.63 ↑ 0.03   (0.18 %)
Net Assets (Cr) ₹157 on 31 May 25
Category Others - Fund of Fund
AMC Pramerica Asset Managers Private Limited
Rating ☆☆
Risk High
Expense Ratio 1.62
Sharpe Ratio 0.52
Information Ratio 0.03
Alpha Ratio 0.52
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹14,340
30 Jun 22₹8,625
30 Jun 23₹7,889
30 Jun 24₹10,090
30 Jun 25₹11,528

PGIM India Euro Equity Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹323,701.
Net Profit of ₹23,701 Invest Now

Returns for PGIM India Euro Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25

DurationReturns
1 Month 7%
3 Month 8.2%
6 Month 7.4%
1 Year 14.8%
3 Year 10.1%
5 Year 2.8%
10 Year
15 Year
Since launch 2.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 20.6%
2023 14.6%
2022 -35.6%
2021 -1.9%
2020 20.5%
2019 21.4%
2018 -10.3%
2017 14.6%
2016 -6.7%
2015 5.7%
Fund Manager information for PGIM India Euro Equity Fund
NameSinceTenure
Anandha Padmanabhan Anjeneyan15 Feb 250.37 Yr.
Vivek Sharma15 Feb 250.37 Yr.

Data below for PGIM India Euro Equity Fund as on 31 May 25

Asset Allocation
Asset ClassValue
Cash3.44%
Equity96.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
PGIM Jennison Emerging Mkts Eq USD W Acc
Investment Fund | -		98%₹154 Cr166,882
↑ 61,229
Clearing Corporation Of India Ltd.
CBLO/Reverse Repo | -		2%₹3 Cr
Net Receivables / (Payables)
Net Current Assets | -		0%₹0 Cr

3. Motilal Oswal Multicap 35 Fund

(Erstwhile Motilal Oswal MOSt Focused Multicap 35 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Multicap 35 Fund is a Equity - Multi Cap fund was launched on 28 Apr 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18% since its launch.  Ranked 5 in Multi Cap category.  Return for 2024 was 45.7% , 2023 was 31% and 2022 was -3% .

Below is the key information for Motilal Oswal Multicap 35 Fund

Motilal Oswal Multicap 35 Fund
Growth
Launch Date 28 Apr 14
NAV (02 Jul 25) ₹63.7687 ↑ 0.27   (0.43 %)
Net Assets (Cr) ₹13,023 on 31 May 25
Category Equity - Multi Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating ☆☆☆☆☆
Risk Moderately High
Expense Ratio 0.94
Sharpe Ratio 0.6
Information Ratio 0.67
Alpha Ratio 9.7
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
30 Jun 20₹10,000
30 Jun 21₹14,465
30 Jun 22₹12,910
30 Jun 23₹15,538
30 Jun 24₹24,143
30 Jun 25₹27,563

Motilal Oswal Multicap 35 Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691 Invest Now

Returns for Motilal Oswal Multicap 35 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25

DurationReturns
1 Month 6.7%
3 Month 11.7%
6 Month -2.3%
1 Year 14.3%
3 Year 29%
5 Year 22.1%
10 Year
15 Year
Since launch 18%
Historical performance (Yearly) on absolute basis
YearReturns
2024 45.7%
2023 31%
2022 -3%
2021 15.3%
2020 10.3%
2019 7.9%
2018 -7.8%
2017 43.1%
2016 8.5%
2015 14.6%
Fund Manager information for Motilal Oswal Multicap 35 Fund
NameSinceTenure
Ajay Khandelwal1 Oct 240.67 Yr.
Niket Shah1 Jul 222.92 Yr.
Rakesh Shetty22 Nov 222.53 Yr.
Atul Mehra1 Oct 240.67 Yr.
Sunil Sawant1 Jul 240.92 Yr.

Data below for Motilal Oswal Multicap 35 Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Technology22.43%
Industrials18.22%
Consumer Cyclical17.08%
Financial Services8.53%
Communication Services8.52%
Health Care1.73%
Consumer Defensive0.54%
Asset Allocation
Asset ClassValue
Cash23.56%
Equity76.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE		11%₹1,389 Cr1,625,000
↓ -100,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT		10%₹1,240 Cr2,200,000
Polycab India Ltd (Industrials)
Equity, Since 31 Jan 24 | POLYCAB		9%₹1,164 Cr1,942,305
↓ -57,570
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL		8%₹1,009 Cr18,000,000
↑ 114,380
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Jan 25 | CGPOWER		6%₹841 Cr12,250,000
↑ 175,830
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 23 | TRENT		6%₹787 Cr1,394,889
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | CHOLAFIN		6%₹720 Cr4,500,000
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Apr 24 | 890157		5%₹701 Cr4,999,500
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 25 | 543320		3%₹413 Cr17,331,906
↑ 17,331,906
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 25 | BHARTIARTL		3%₹409 Cr2,200,826
↑ 2,200,826

4. Invesco India Mid Cap Fund

The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid cap companies. However, there can be no assurance that the funds objectives will be achieved.

Invesco India Mid Cap Fund is a Equity - Mid Cap fund was launched on 19 Apr 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.2% since its launch.  Ranked 38 in Mid Cap category.  Return for 2024 was 43.1% , 2023 was 34.1% and 2022 was 0.5% .

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund
Growth
Launch Date 19 Apr 07
NAV (02 Jul 25) ₹180.98 ↓ -0.16   (-0.09 %)
Net Assets (Cr) ₹6,641 on 31 May 25
Category Equity - Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating ☆☆
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 0.69
Information Ratio 0
Alpha Ratio 0
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
30 Jun 20₹10,000
30 Jun 21₹16,589
30 Jun 22₹16,322
30 Jun 23₹21,366
30 Jun 24₹33,031
30 Jun 25₹38,743

Invesco India Mid Cap Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹642,208.
Net Profit of ₹342,208 Invest Now

Returns for Invesco India Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25

DurationReturns
1 Month 6.6%
3 Month 17.8%
6 Month 3.3%
1 Year 16.9%
3 Year 33.1%
5 Year 30.9%
10 Year
15 Year
Since launch 17.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 43.1%
2023 34.1%
2022 0.5%
2021 43.1%
2020 24.4%
2019 3.8%
2018 -5.3%
2017 44.3%
2016 1.1%
2015 6.4%
Fund Manager information for Invesco India Mid Cap Fund
NameSinceTenure
Aditya Khemani9 Nov 231.56 Yr.
Amit Ganatra1 Sep 231.75 Yr.

Data below for Invesco India Mid Cap Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services27.03%
Health Care17.76%
Consumer Cyclical15.55%
Industrials11.63%
Technology9.53%
Real Estate7.96%
Basic Materials7.71%
Communication Services1.94%
Asset Allocation
Asset ClassValue
Cash0.89%
Equity99.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE		6%₹406 Cr1,519,233
L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF		4%₹289 Cr16,854,973
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE		4%₹278 Cr1,893,617
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | MFSL		4%₹270 Cr1,798,532
↑ 114,429
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK		4%₹258 Cr12,745,942
↑ 239,160
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH		4%₹253 Cr2,246,434
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | TRENT		4%₹249 Cr441,151
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 22 | JKCEMENT		4%₹237 Cr431,234
Dixon Technologies (India) Ltd (Technology)
Equity, Since 28 Feb 22 | DIXON		3%₹228 Cr155,335
HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Jan 25 | HDFCAMC		3%₹210 Cr439,084

Disclaimer:
येथे प्रदान केलेली माहिती अचूक असल्याची खात्री करण्यासाठी सर्व प्रयत्न केले गेले आहेत. तथापि, डेटाच्या अचूकतेबद्दल कोणतीही हमी दिली जात नाही. कृपया कोणतीही गुंतवणूक करण्यापूर्वी योजना माहिती दस्तऐवजासह सत्यापित करा.

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