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सर्वोत्तम कामगिरी एकरकमी गुंतवणूक 2022 - 2023 | Fincash.com

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5 सर्वोत्कृष्ट कामगिरी एकरकमी गुंतवणूक 2022 - 2023

Updated on July 21, 2025 , 154085 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 ₹91.2356
↑ 0.41
₹43,829 5,000 5.69.94.52224.818.2
IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05
₹655 5,000 9.212.515.421.912.6
DSP BlackRock TOP 100 Equity Growth ₹478.926
↑ 2.41
₹6,323 1,000 2.59.56.220.219.420.5
ICICI Prudential Bluechip Fund Growth ₹110.7
↑ 0.58
₹72,336 5,000 4.19.2520.12216.9
Invesco India Largecap Fund Growth ₹70.19
↑ 0.32
₹1,558 5,000 5.89.85.118.819.720
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 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 ₹103.952
↑ 0.36
₹33,053 5,000 105.373135.457.1
Edelweiss Mid Cap Fund Growth ₹102.05
↑ 0.19
₹10,988 5,000 8.48.410.127.531.838.9
Invesco India Mid Cap Fund Growth ₹184.32
↑ 0.07
₹7,406 5,000 14.616.219.730.73043.1
ICICI Prudential MidCap Fund Growth ₹305.44
↑ 0.44
₹6,824 5,000 14.213.57.624.32927
Sundaram Mid Cap Fund Growth ₹1,393.56
↑ 5.06
₹12,818 5,000 8.29.27.826.428.332
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 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 ₹84.3784
↓ -0.33
₹16,061 5,000 11.15.20.524.234.728.5
HDFC Small Cap Fund Growth ₹143.374
↑ 0.12
₹35,781 5,000 13.610.26.826.233.820.4
Franklin India Smaller Companies Fund Growth ₹177.267
↓ -0.12
₹13,995 5,000 9.67.1-1.327.233.723.2
ICICI Prudential Smallcap Fund Growth ₹89.66
↑ 0.26
₹8,566 5,000 11.28.31.820.331.615.6
DSP BlackRock Small Cap Fund  Growth ₹202.766
↓ -0.12
₹17,126 1,000 15.38.97.623.131.525.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 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 ₹304.208
↑ 1.19
₹45,366 5,000 8.612.16.226.531.525.8
Motilal Oswal Multicap 35 Fund Growth ₹63.0161
↑ 0.21
₹13,894 5,000 8.49.912.226.120.145.7
HDFC Equity Fund Growth ₹1,993.7
↑ 10.74
₹79,585 5,000 3.510.88.42528.423.5
JM Multicap Fund Growth ₹98.4893
↑ 0.36
₹6,144 5,000 3.10.9-5.624.625.733.3
Mahindra Badhat Yojana Growth ₹36.2149
↑ 0.05
₹5,762 1,000 810.64.723.126.523.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 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 ₹53.7252
↑ 0.34
₹4,506 500 12.41112.428.926.647.7
SBI Magnum Tax Gain Fund Growth ₹444.489
↑ 1.63
₹30,616 500 5.97.64.426.826.527.7
HDFC Tax Saver Fund Growth ₹1,419.32
↑ 7.43
₹16,908 500 3.810.76.324.225.421.3
L&T Tax Advantage Fund Growth ₹136.6
↑ 0.28
₹4,251 500 7.18.46.422.522.233
JM Tax Gain Fund Growth ₹49.0549
↑ 0.18
₹209 500 6.86.91.221.924.229
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Jul 25

टॉप 5 एकरकमी सेक्टर इक्विटी म्युच्युअल फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
SBI PSU Fund Growth ₹32.3573
↑ 0.15
₹5,427 5,000 3.59.8-3.135.729.923.5
Invesco India PSU Equity Fund Growth ₹64.41
↑ 0.12
₹1,439 5,000 7.312.6-4.535.62825.6
ICICI Prudential Infrastructure Fund Growth ₹199.8
↑ 0.95
₹8,043 5,000 9.312.14.533.237.127.4
Nippon India Power and Infra Fund Growth ₹348.271
↑ 0.89
₹7,620 5,000 5.67-5.232.631.826.9
HDFC Infrastructure Fund Growth ₹48.514
↑ 0.18
₹2,591 5,000 7.410.60.832.534.923
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 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 ₹551.643
↑ 0.12
₹20,228 1,000 1.94.28.17.47.96.72%5M 26D6M 29D
ICICI Prudential Ultra Short Term Fund Growth ₹27.8519
↑ 0.01
₹16,051 5,000 1.847.67.17.56.79%5M 12D7M 24D
SBI Magnum Ultra Short Duration Fund Growth ₹6,006.21
↑ 1.07
₹16,408 5,000 1.83.97.57.17.46.26%5M 1D6M 4D
Invesco India Ultra Short Term Fund Growth ₹2,711.04
↑ 0.38
₹1,006 5,000 1.73.97.56.97.56.59%5M 16D5M 24D
Kotak Savings Fund Growth ₹43.1037
↑ 0.01
₹15,527 5,000 1.73.97.46.97.26.49%5M 12D5M 19D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 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
Axis Short Term Fund Growth ₹31.2118
↑ 0.01
₹11,467 5,000 25.39.47.786.8%2Y 2M 19D2Y 8M 12D
Nippon India Short Term Fund Growth ₹53.308
↑ 0.01
₹8,330 5,000 25.29.47.787.03%2Y 8M 8D3Y 4M 28D
IDFC Bond Fund Short Term Plan Growth ₹57.7443
↑ 0.02
₹10,772 5,000 25.29.37.67.86.45%2Y 10M 28D3Y 9M 11D
HDFC Short Term Debt Fund Growth ₹32.3139
↑ 0.01
₹17,402 5,000 1.95.19.27.98.36.88%2Y 6M 11D3Y 9M 11D
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 ₹2,918.31
↑ 0.43
₹33,529 500 0.51.63.57.17.45.96%1M 27D2M 1D
DSP BlackRock Liquidity Fund Growth ₹3,741.81
↑ 0.57
₹16,926 1,000 0.51.63.47.17.45.95%1M 28D2M 1D
Canara Robeco Liquid Growth ₹3,154.67
↑ 0.47
₹5,383 5,000 0.51.53.57.17.45.85%1M 24D1M 27D
Invesco India Liquid Fund Growth ₹3,602.39
↑ 0.54
₹12,320 5,000 0.51.63.47.17.46.19%1M 22D1M 22D
Tata Liquid Fund Growth ₹4,128.03
↑ 0.61
₹23,368 5,000 0.51.53.47.17.36%2M 2M
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 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 ₹103.917
↓ -0.05
₹7,276 5,000 1.15.49.78.88.26.39%3Y 3M10Y 22D
SBI Magnum Gilt Fund Growth ₹66.5342
↓ -0.04
₹12,149 5,000 -0.54.38.28.48.96.47%6Y 8M 5D13Y 4M 17D
DSP BlackRock Government Securities Fund Growth ₹96.6456
↓ -0.06
₹1,852 1,000 -0.74.28.28.210.16.61%7Y 10M 17D22Y 8M 8D
Axis Gilt Fund Growth ₹25.7933
↓ -0.01
₹798 5,000 -0.34.598.2106.29%5Y 9M 29D12Y 5M 19D
TATA Gilt Securities Fund Growth ₹79.3547
↓ -0.07
₹1,149 5,000 0.75.39.48.18.30%
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 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 ₹60.6396
↑ 0.02
₹9,542 1,000 1.85.49.88.28.46.93%3Y 7M 17D4Y 8M 23D
ICICI Prudential Corporate Bond Fund Growth ₹30.1032
↑ 0.01
₹33,109 5,000 1.95.19.18.186.83%2Y 4M 20D4Y 1M 24D
HDFC Corporate Bond Fund Growth ₹32.8659
↑ 0.01
₹35,686 5,000 1.75.19.48.18.66.94%4Y 3M 14D6Y 10M 20D
Aditya Birla Sun Life Corporate Bond Fund Growth ₹113.996
↑ 0.04
₹28,675 1,000 1.659.48.18.56.94%4Y 5M 26D6Y 11M 23D
BNP Paribas Corporate Bond Fund Growth ₹27.8057
↑ 0.01
₹358 5,000 2.15.810.188.36.8%3Y 9M5Y 1M 6D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 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 ₹49.9136
↑ 0.01
₹209 1,000 2.418.422.914.87.86.94%2Y 29D2Y 9M 7D
L&T Credit Risk Fund Growth ₹32.4968
↑ 0.00
₹651 10,000 12.917.321.411.27.27.4%1Y 8M 12D2Y 4M 10D
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 ₹22.5589
↑ 0.01
₹1,014 1,000 2.79.316.910.511.97.76%2Y 1M 24D3Y 2M 5D
Invesco India Credit Risk Fund Growth ₹1,944.41
↑ 0.23
₹150 5,000 1.56.610.49.37.36.82%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 23 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 ₹122.869
↑ 0.34
₹862 5,000 4.45.6-0.822.922.127
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.7
↓ -0.10
₹1,250 5,000 7.16.32.821.926.225.8
ICICI Prudential Equity and Debt Fund Growth ₹393.71
↑ 1.73
₹44,552 5,000 3.19.87.421.125.117.2
ICICI Prudential Multi-Asset Fund Growth ₹760.976
↓ -0.43
₹62,014 5,000 3.699.820.723.816.1
UTI Multi Asset Fund Growth ₹74.9421
↑ 0.26
₹5,890 5,000 3.56.77.220.516.120.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 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 ₹122.869
↑ 0.34
₹862 5,000 4.45.6-0.822.922.127
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.7
↓ -0.10
₹1,250 5,000 7.16.32.821.926.225.8
ICICI Prudential Equity and Debt Fund Growth ₹393.71
↑ 1.73
₹44,552 5,000 3.19.87.421.125.117.2
UTI Hybrid Equity Fund Growth ₹408.908
↑ 1.20
₹6,468 1,000 3.86.45.218.320.619.7
DSP BlackRock Equity and Bond Fund Growth ₹361.868
↑ 1.18
₹11,418 1,000 2.38.191817.917.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 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 ₹122.869
↑ 0.34
₹862 5,000 4.45.6-0.822.922.127
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.7
↓ -0.10
₹1,250 5,000 7.16.32.821.926.225.8
ICICI Prudential Equity and Debt Fund Growth ₹393.71
↑ 1.73
₹44,552 5,000 3.19.87.421.125.117.2
ICICI Prudential Multi-Asset Fund Growth ₹760.976
↓ -0.43
₹62,014 5,000 3.699.820.723.816.1
UTI Multi Asset Fund Growth ₹74.9421
↑ 0.26
₹5,890 5,000 3.56.77.220.516.120.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 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 ₹35.1662
↓ 0.00
₹7,863 5,000 1.53.4775.67.7
ICICI Prudential Equity Arbitrage Fund Growth ₹34.4256
↓ 0.00
₹30,811 5,000 1.43.46.975.67.6
SBI Arbitrage Opportunities Fund Growth ₹33.9325
↓ 0.00
₹37,606 5,000 1.53.46.97.15.77.5
Kotak Equity Arbitrage Fund Growth ₹37.5959
↓ -0.01
₹69,924 5,000 1.43.36.97.15.87.8
Aditya Birla Sun Life Arbitrage Fund Growth ₹26.6549
↓ 0.00
₹20,646 1,000 1.43.46.86.95.67.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 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 ₹54.18
↑ 0.17
₹1,024 5,000 4.15.25.11512.915.9
Axis Dynamic Equity Fund Growth ₹21.02
↑ 0.06
₹3,342 5,000 25.56.414.813.317.5
Aditya Birla Sun Life Balanced Advantage Fund Growth ₹107.44
↑ 0.34
₹8,034 1,000 3.88.57.914.314.313
ICICI Prudential Balanced Advantage Fund Growth ₹74.03
↑ 0.20
₹65,298 5,000 3.387.813.814.712.3
Nippon India Balanced Advantage Fund Growth ₹177.655
↑ 0.51
₹9,391 5,000 2.86.55.213.514.113
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Jul 25

टॉप 5 एकरकमी मल्टी अॅसेट ऍलोकेशन फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
ICICI Prudential Multi-Asset Fund Growth ₹760.976
↓ -0.43
₹62,014 5,000 3.699.820.723.816.1
UTI Multi Asset Fund Growth ₹74.9421
↑ 0.26
₹5,890 5,000 3.56.77.220.516.120.7
Edelweiss Multi Asset Allocation Fund Growth ₹64.07
↑ 0.27
₹2,926 5,000 4.47.86.619.420.320.2
SBI Multi Asset Allocation Fund Growth ₹60.3967
↑ 0.21
₹8,940 5,000 6.510.110.317.714.812.8
HDFC Multi-Asset Fund Growth ₹71.927
↑ 0.31
₹4,545 5,000 3.48.48.515.115.613.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 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 ₹33.1434
↑ 0.05
₹649 5,000 4.22.5513.113.724
SBI Equity Savings Fund Growth ₹24.1899
↑ 0.00
₹5,586 1,000 3.86.47.512.212.412
Principal Equity Savings Fund Growth ₹70.7981
↑ 0.14
₹1,092 5,000 35.67.512.213.212.6
Kotak Equity Savings Fund Growth ₹26.2289
↑ 0.06
₹8,444 5,000 2.755.51211.611.7
Edelweiss Equity Savings Fund Growth ₹25.2997
↑ 0.07
₹670 5,000 35.78.711.710.813.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 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 ₹51.169
↑ 0.27
₹6,701 5,000 4.583.421.125.718
ICICI Prudential Child Care Plan (Gift) Growth ₹334.79
↑ 0.72
₹1,424 5,000 8.412.19.22119.916.9
HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹39.073
↑ 0.17
₹1,698 5,000 4.47.34.216.718.614
Tata Retirement Savings Fund - Progressive Growth ₹66.5402
↑ 0.03
₹2,178 5,000 6.66.33.618.417.421.7
Tata Retirement Savings Fund-Moderate Growth ₹65.4028
↑ 0.05
₹2,230 5,000 5.86.55.31716.119.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Jul 25

1 महिन्याच्या कामगिरीवर सर्वोत्तम एकरकमी म्युच्युअल फंड

1. 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 4.4% since its launch.  Ranked 29 in Global category.  Return for 2024 was -6.8% , 2023 was 12.9% and 2022 was -8.6% .

Below is the key information for DSP BlackRock World Energy Fund

DSP BlackRock World Energy Fund
Growth
Launch Date 14 Aug 09
NAV (22 Jul 25) ₹19.8373 ↓ -0.08   (-0.38 %)
Net Assets (Cr) ₹88 on 30 Jun 25
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.2
Sharpe Ratio -0.02
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 Jun 20₹10,000
30 Jun 21₹14,612
30 Jun 22₹12,054
30 Jun 23₹16,043
30 Jun 24₹15,617
30 Jun 25₹16,350

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 ₹395,578.
Net Profit of ₹95,578
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 22 Jul 25

DurationReturns
1 Month 6.7%
3 Month 29.2%
6 Month 10.1%
1 Year 9.5%
3 Year 10.5%
5 Year 10.5%
10 Year
15 Year
Since launch 4.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 -6.8%
2023 12.9%
2022 -8.6%
2021 29.5%
2020 0%
2019 18.2%
2018 -11.3%
2017 -1.9%
2016 22.5%
2015 -20.9%
Fund Manager information for DSP BlackRock World Energy Fund
NameSinceTenure
Jay Kothari1 Mar 1312.34 Yr.

Data below for DSP BlackRock World Energy Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Industrials35.62%
Technology27.98%
Utility23.78%
Basic Materials6.41%
Consumer Cyclical0.13%
Asset Allocation
Asset ClassValue
Cash6.01%
Equity93.95%
Debt0.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF Sustainable Energy I2
Investment Fund | -
99%₹84 Cr518,309
↓ -4,851
Treps / Reverse Repo Investments
CBLO/Reverse Repo | -
2%₹1 Cr
Net Receivables/Payables
Net Current Assets | -
0%₹0 Cr

2. ICICI Prudential US Bluechip Equity Fund

The investment objective of ICICI Prudential US Bluechip Equity Fund is to provide long term capital appreciation to investors by primarily investing in equity and equity related securities (including ADRs/GDRs issued by Indian and foreign companies) of companies listed on New York Stock Exchange and/or NASDAQ. However, there can be no assurance that the investment objective of the Scheme will be realized.

ICICI Prudential US Bluechip Equity Fund is a Equity - Global fund was launched on 6 Jul 12. It is a fund with High risk and has given a CAGR/Annualized return of 15.5% since its launch.  Ranked 7 in Global category.  Return for 2024 was 10.4% , 2023 was 30.6% and 2022 was -7.1% .

Below is the key information for ICICI Prudential US Bluechip Equity Fund

ICICI Prudential US Bluechip Equity Fund
Growth
Launch Date 6 Jul 12
NAV (22 Jul 25) ₹65.42 ↑ 1.13   (1.76 %)
Net Assets (Cr) ₹3,113 on 30 Jun 25
Category Equity - Global
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.18
Sharpe Ratio 0.22
Information Ratio -0.91
Alpha Ratio -6.41
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-3 Months (3%),3-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹13,701
30 Jun 22₹12,219
30 Jun 23₹15,905
30 Jun 24₹17,450
30 Jun 25₹19,038

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

Returns for ICICI Prudential US Bluechip 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 22 Jul 25

DurationReturns
1 Month 6.3%
3 Month 18.9%
6 Month 1.5%
1 Year 10.6%
3 Year 14.6%
5 Year 14%
10 Year
15 Year
Since launch 15.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 10.4%
2023 30.6%
2022 -7.1%
2021 22.5%
2020 18.6%
2019 34.3%
2018 5.2%
2017 14.1%
2016 11.6%
2015 0.7%
Fund Manager information for ICICI Prudential US Bluechip Equity Fund
NameSinceTenure
Ritesh Lunawat13 Sep 240.79 Yr.
Sharmila D’mello1 Jul 223 Yr.
Nitya Mishra4 Nov 240.65 Yr.

Data below for ICICI Prudential US Bluechip Equity Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Health Care27.21%
Technology21.92%
Industrials13.9%
Consumer Defensive11.93%
Financial Services8.13%
Communication Services5.47%
Basic Materials5.04%
Consumer Cyclical3.86%
Energy0.55%
Asset Allocation
Asset ClassValue
Cash1.99%
Equity98.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Veeva Systems Inc Class A (Healthcare)
Equity, Since 31 Oct 21 | VEEV
3%₹92 Cr38,291
West Pharmaceutical Services Inc (Healthcare)
Equity, Since 31 Dec 24 | WST
3%₹85 Cr47,000
Huntington Ingalls Industries Inc (Industrials)
Equity, Since 29 Feb 24 | HII
3%₹81 Cr42,405
↓ -11,786
Brown-Forman Corp Registered Shs -B- Non Vtg (Consumer Defensive)
Equity, Since 30 Jun 24 | BF.B
3%₹80 Cr281,600
Allegion PLC (Industrials)
Equity, Since 30 Sep 22 | ALLE
2%₹74 Cr60,986
Zimmer Biomet Holdings Inc (Healthcare)
Equity, Since 31 Mar 17 | ZBH
2%₹74 Cr93,999
↑ 9,000
Microchip Technology Inc (Technology)
Equity, Since 30 Sep 21 | MCHP
2%₹73 Cr148,020
↓ -23,000
Pfizer Inc (Healthcare)
Equity, Since 31 Mar 23 | PFE
2%₹73 Cr362,963
Monolithic Power Systems Inc (Technology)
Equity, Since 31 Dec 24 | MPWR
2%₹73 Cr12,877
↓ -2,000
Corteva Inc (Basic Materials)
Equity, Since 30 Jun 23 | 2X0
2%₹73 Cr119,840
↓ -28,000

3. Nippon India Japan Equity Fund

The primary investment objective of Reliance Japan Equity Fund is to provide long term capital appreciation to investors by primarily investing in equity and equity related securities of companies listed on the recognized stock exchanges of Japan and the secondary objective is to generate consistent returns by investing in debt and money market securities of India. However, there can be no assurance or guarantee that the investment objective of the scheme will be achieved.

Nippon India Japan Equity Fund is a Equity - Global fund was launched on 26 Aug 14. It is a fund with High risk and has given a CAGR/Annualized return of 6.7% since its launch.  Ranked 9 in Global category.  Return for 2024 was 9.3% , 2023 was 18.7% and 2022 was -15.3% .

Below is the key information for Nippon India Japan Equity Fund

Nippon India Japan Equity Fund
Growth
Launch Date 26 Aug 14
NAV (23 Jul 25) ₹20.7855 ↑ 0.83   (4.17 %)
Net Assets (Cr) ₹272 on 30 Jun 25
Category Equity - Global
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.44
Sharpe Ratio 0.73
Information Ratio -1.07
Alpha Ratio -3.97
Min Investment 5,000
Min SIP Investment 100
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₹12,269
30 Jun 22₹9,897
30 Jun 23₹11,673
30 Jun 24₹12,853
30 Jun 25₹14,916

Nippon India Japan 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 ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Nippon India Japan 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 22 Jul 25

DurationReturns
1 Month 6.1%
3 Month 9.7%
6 Month 9.7%
1 Year 10.8%
3 Year 13.7%
5 Year 8.5%
10 Year
15 Year
Since launch 6.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 9.3%
2023 18.7%
2022 -15.3%
2021 5.7%
2020
2019
2018
2017
2016
2015
Fund Manager information for Nippon India Japan Equity Fund
NameSinceTenure
Kinjal Desai25 May 187.1 Yr.

Data below for Nippon India Japan Equity Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Industrials28.78%
Consumer Cyclical16.07%
Technology12.69%
Financial Services12.51%
Consumer Defensive9.92%
Communication Services6.73%
Real Estate6.33%
Basic Materials3.25%
Asset Allocation
Asset ClassValue
Cash3.72%
Equity96.28%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Ajinomoto Co Inc (Consumer Defensive)
Equity, Since 30 Jun 23 | 2802
4%₹10 Cr46,800
BayCurrent Inc (Industrials)
Equity, Since 30 Jun 22 | 6532
4%₹10 Cr21,400
Sumitomo Electric Industries Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | 5802
4%₹10 Cr53,900
Nippon Telegraph & Telephone Corp (Communication Services)
Equity, Since 30 Jun 22 | 9432
3%₹9 Cr963,700
Hitachi Ltd (Industrials)
Equity, Since 31 Aug 14 | 6501
3%₹9 Cr38,100
Mitsui & Co Ltd (Industrials)
Equity, Since 30 Jun 24 | MTS1
3%₹9 Cr50,800
Recruit Holdings Co Ltd (Communication Services)
Equity, Since 30 Jun 23 | 6098
3%₹9 Cr17,700
Mitsui Fudosan Co Ltd (Real Estate)
Equity, Since 31 Aug 14 | 8801
3%₹9 Cr110,000
Tokio Marine Holdings Inc (Financial Services)
Equity, Since 30 Jun 22 | MH6
3%₹9 Cr24,900
Sony Group Corp (Technology)
Equity, Since 30 Jun 21 | SON1
3%₹9 Cr39,700

4. IDBI Small Cap Fund

The Investment objective of the Scheme is to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Small Cap companies. However there can be no assurance that the investment objective under the Scheme will be realized.

IDBI Small Cap Fund is a Equity - Small Cap fund was launched on 21 Jun 17. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.2% since its launch.  Return for 2024 was 40% , 2023 was 33.4% and 2022 was 2.4% .

Below is the key information for IDBI Small Cap Fund

IDBI Small Cap Fund
Growth
Launch Date 21 Jun 17
NAV (23 Jul 25) ₹31.4195 ↓ -0.06   (-0.19 %)
Net Assets (Cr) ₹605 on 30 Jun 25
Category Equity - Small Cap
AMC IDBI Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 2.3
Sharpe Ratio -0.27
Information Ratio -0.92
Alpha Ratio -7.27
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
30 Jun 20₹10,000
30 Jun 21₹19,231
30 Jun 22₹20,995
30 Jun 23₹27,082
30 Jun 24₹41,784
30 Jun 25₹40,559

IDBI Small 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 ₹657,502.
Net Profit of ₹357,502
Invest Now

Returns for IDBI Small 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 22 Jul 25

DurationReturns
1 Month 6%
3 Month 8.8%
6 Month -0.7%
1 Year 0%
3 Year 22.8%
5 Year 31.4%
10 Year
15 Year
Since launch 15.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 40%
2023 33.4%
2022 2.4%
2021 64.7%
2020 19%
2019 -4.4%
2018 -15%
2017
2016
2015
Fund Manager information for IDBI Small Cap Fund
NameSinceTenure
Nikhil Rungta1 Jul 240.92 Yr.
Mahesh Bendre1 Jul 240.92 Yr.

Data below for IDBI Small Cap Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Industrials29.89%
Consumer Cyclical17.72%
Basic Materials13.84%
Consumer Defensive8.73%
Utility6.59%
Financial Services6.47%
Technology6.16%
Health Care3.85%
Communication Services2.83%
Real Estate0.41%
Asset Allocation
Asset ClassValue
Cash3.51%
Equity96.49%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sanathan Textiles Ltd (Consumer Cyclical)
Equity, Since 31 Dec 24 | SANATHAN
3%₹18 Cr390,711
↓ -10,540
JTL Industries Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 534600
3%₹17 Cr2,506,932
Housing & Urban Development Corp Ltd (Financial Services)
Equity, Since 31 Oct 24 | HUDCO
3%₹16 Cr668,754
↓ -42,908
Manorama Industries Ltd (Consumer Defensive)
Equity, Since 31 Dec 24 | 541974
3%₹16 Cr109,106
↓ -6,221
Concord Enviro Systems Ltd (Utilities)
Equity, Since 31 Dec 24 | CEWATER
3%₹16 Cr270,441
Enviro Infra Engineers Ltd (Industrials)
Equity, Since 30 Nov 24 | EIEL
2%₹13 Cr553,566
↑ 44,921
International Gemmological Institute (India) Ltd (Basic Materials)
Equity, Since 31 Dec 24 | IGIL
2%₹13 Cr337,832
Allied Blenders and Distillers Ltd (Consumer Defensive)
Equity, Since 31 Jul 24 | ABDL
2%₹13 Cr326,140
Hindustan Foods Ltd (Industrials)
Equity, Since 31 Jul 24 | 519126
2%₹13 Cr236,195
↑ 16,141
Navkar Corp Ltd (Industrials)
Equity, Since 31 Jul 24 | NAVKARCORP
2%₹13 Cr1,130,075
↑ 45,798

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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