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

ફિન્કેશ »મ્યુચ્યુઅલ ફંડ »શ્રેષ્ઠ લમ્પસમ રોકાણો

2022 - 2023 માટે 5 શ્રેષ્ઠ પર્ફોર્મિંગ એકમ રોકાણ

Updated on April 2, 2025 , 152582 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 (%)2024 (%)
IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05
₹655 5,000 9.212.515.421.912.6
Nippon India Large Cap Fund Growth ₹81.2673
↓ -1.61
₹34,212 5,000 -7.1-8.82.315.828.918.2
DSP BlackRock TOP 100 Equity Growth ₹438.723
↓ -5.87
₹4,519 1,000 -4.1-6.51115.324.720.5
ICICI Prudential Bluechip Fund Growth ₹100.52
↓ -1.67
₹60,177 5,000 -4.5-7.94.314.227.316.9
L&T India Large Cap Fund Growth ₹42.242
↑ 0.02
₹758 5,000 4.416.72.913.610.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23

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ટોચના 5 લમ્પ સમ મિડ કેપ ઇક્વિટી મ્યુચ્યુઅલ ફંડ્સ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Motilal Oswal Midcap 30 Fund  Growth ₹88.9378
↓ -2.28
₹23,704 5,000 -21.5-169.725.437.357.1
Edelweiss Mid Cap Fund Growth ₹87.291
↓ -2.23
₹7,729 5,000 -14.4-1210.120.134.838.9
SBI Magnum Mid Cap Fund Growth ₹216.547
↓ -3.31
₹19,392 5,000 -9-10.74.116.133.620.3
PGIM India Midcap Opportunities Fund Growth ₹56.95
↓ -1.19
₹9,600 5,000 -12-11.53.89.732.521
ICICI Prudential MidCap Fund Growth ₹248.36
↓ -9.82
₹5,394 5,000 -13.4-15.80.715.532.227
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Apr 25

ટોચના 5 લમ્પ સમ સ્મોલ કેપ મ્યુચ્યુઅલ ફંડ્સ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
L&T Emerging Businesses Fund Growth ₹70.8552
↓ -2.37
₹13,334 5,000 -20.9-19.2-2.315.336.728.5
HDFC Small Cap Fund Growth ₹118.612
↓ -3.60
₹28,120 5,000 -16.2-15.1-3.217.336.120.4
Franklin India Smaller Companies Fund Growth ₹149.857
↓ -3.77
₹11,257 5,000 -17.4-17.7-2.41835.623.2
Kotak Small Cap Fund Growth ₹230.044
↓ -5.90
₹14,407 5,000 -17.5-19.52.111.535.325.5
ICICI Prudential Smallcap Fund Growth ₹75.95
↓ -2.08
₹6,912 5,000 -12.6-16.3-2.313.834.415.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Apr 25

ટોપ 5 લમ્પ સમ ડાઇવર્સિફાઇડ/મલ્ટી કેપ ઇક્વિટી મ્યુચ્યુઅલ ફંડ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
IDBI Diversified Equity Fund Growth ₹37.99
↑ 0.14
₹382 5,000 10.213.213.522.712
HDFC Equity Fund Growth ₹1,817.49
↓ -21.83
₹64,124 5,000 -3.2-4.611.720.13323.5
JM Multicap Fund Growth ₹89.0981
↓ -1.81
₹4,899 5,000 -15-16.31.719.129.433.3
Nippon India Multi Cap Fund Growth ₹262.261
↓ -5.93
₹35,353 5,000 -10.3-12.13.919.133.925.8
Motilal Oswal Multicap 35 Fund Growth ₹54.6987
↓ -1.34
₹11,172 5,000 -15.7-11.710.217.724.545.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23

ટોચની 5 લમ્પ સમ (ELSS) ઇક્વિટી લિંક્ડ સેવિંગ સ્કીમ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
SBI Magnum Tax Gain Fund Growth ₹396.765
↓ -9.11
₹25,724 500 -7.6-10.84.621.131.527.7
IDBI Equity Advantage Fund Growth ₹43.39
↑ 0.04
₹485 500 9.715.116.920.810
HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28
₹1,318 500 1.215.435.520.617.4
Motilal Oswal Long Term Equity Fund Growth ₹43.904
↓ -1.48
₹3,405 500 -21.7-173.819.228.247.7
HDFC Tax Saver Fund Growth ₹1,285.21
↓ -16.14
₹14,671 500 -3.8-6.59.219.230.521.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Apr 25

ટોચના 5 લમ્પ સમ સેક્ટર ઇક્વિટી મ્યુચ્યુઅલ ફંડ્સ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
SBI PSU Fund Growth ₹29.2274
↓ -0.90
₹4,149 5,000 -5.6-12-1.128.431.623.5
HDFC Infrastructure Fund Growth ₹42.8
↓ -0.93
₹2,105 5,000 -8.5-12.20.527.737.623
Invesco India PSU Equity Fund Growth ₹56.14
↓ -1.80
₹1,047 5,000 -1.9-13.8-1.326.930.625.6
ICICI Prudential Infrastructure Fund Growth ₹173.48
↓ -5.09
₹6,886 5,000 -7.3-12.22.426.140.827.4
Nippon India Power and Infra Fund Growth ₹308.801
↓ -10.45
₹6,125 5,000 -12.1-15.8-2.225.837.626.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Apr 25

શ્રેષ્ઠ લમ્પસમ ડેટ ફંડ્સ 2022 - 2023

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

ટોચના 5 એકસાથે અલ્ટ્રા શોર્ટ ટર્મ ડેટ મ્યુચ્યુઅલ ફંડ્સ

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

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Aditya Birla Sun Life Savings Fund Growth ₹538.61
↑ 0.06
₹14,988 1,000 2.147.96.97.97.84%5M 19D7M 20D
SBI Magnum Ultra Short Duration Fund Growth ₹5,877.97
↑ 1.66
₹11,987 5,000 23.87.56.67.47.53%5M 5D8M 8D
ICICI Prudential Ultra Short Term Fund Growth ₹27.2366
↑ 0.00
₹13,017 5,000 23.87.56.77.57.74%5M 1D7M 6D
Invesco India Ultra Short Term Fund Growth ₹2,654.56
↑ 0.51
₹1,337 5,000 2.13.87.46.57.57.5%5M 13D5M 29D
Kotak Savings Fund Growth ₹42.1959
↑ 0.01
₹12,726 5,000 23.77.36.57.27.63%5M 23D6M 7D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Apr 25

ટોચના 5 લમ્પ રકમ શોર્ટ ટર્મ ડેટ મ્યુચ્યુઅલ ફંડ્સ

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

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)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
HDFC Short Term Debt Fund Growth ₹31.4525
↑ 0.02
₹14,391 5,000 2.74.48.878.32.96%2Y 9M 18D4Y 23D
Axis Short Term Fund Growth ₹30.3412
↑ 0.02
₹8,825 5,000 2.84.68.76.887.57%2Y 9M 14D3Y 7M 10D
IDFC Bond Fund Short Term Plan Growth ₹56.1298
↑ 0.05
₹9,570 5,000 2.74.48.76.57.87.38%2Y 10M 17D3Y 8M 16D
Nippon India Short Term Fund Growth ₹51.8199
↑ 0.03
₹6,340 5,000 2.74.48.76.687.65%2Y 9M3Y 7M 13D
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 (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Axis Liquid Fund Growth ₹2,864.05
↑ 0.60
₹42,867 500 0.81.93.77.47.47.17%1M 9D1M 9D
Canara Robeco Liquid Growth ₹3,097.38
↑ 0.52
₹5,294 5,000 0.81.93.77.47.47.03%29D1M 1D
DSP BlackRock Liquidity Fund Growth ₹3,672.28
↑ 0.74
₹22,387 1,000 0.71.93.67.47.40.12%1M 10D1M 17D
Invesco India Liquid Fund Growth ₹3,535.62
↑ 0.72
₹14,276 5,000 0.71.93.67.47.47.12%1M 14D1M 14D
Aditya Birla Sun Life Liquid Fund Growth ₹414.509
↑ 0.08
₹57,091 5,000 0.81.93.67.37.37.33%1M 13D1M 13D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Apr 25

ટોચના 5 લમ્પ સમ GILT મ્યુચ્યુઅલ ફંડ્સ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
SBI Magnum Gilt Fund Growth ₹65.9251
↑ 0.13
₹11,257 5,000 3.9510.48.18.97.11%9Y 11M 1D23Y 10M 28D
ICICI Prudential Gilt Fund Growth ₹101.495
↑ 0.18
₹6,356 5,000 3.55.19.688.27.05%5Y 3M 22D13Y 4M 28D
DSP BlackRock Government Securities Fund Growth ₹95.7262
↑ 0.10
₹1,699 1,000 3.84.610.57.910.17.09%11Y 2M 12D28Y 11M 16D
Invesco India Gilt Fund Growth ₹2,835.9
↑ 6.15
₹1,220 5,000 3.84.610.27.7107.15%10Y 11M 5D29Y 3M 22D
Axis Gilt Fund Growth ₹25.4814
↑ 0.04
₹912 5,000 3.95.2117.7107.11%9Y 9M 14D22Y 9M
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Apr 25

ટોચના 5 એકસાથે કોર્પોરેટ બોન્ડ મ્યુચ્યુઅલ ફંડ્સ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
ICICI Prudential Corporate Bond Fund Growth ₹29.3137
↑ 0.02
₹29,290 5,000 2.74.58.77.487.63%2Y 7M 28D4Y 8M 8D
Nippon India Prime Debt Fund Growth ₹58.9753
↑ 0.06
₹6,498 1,000 34.79.27.38.47.44%3Y 10M 6D5Y 2M 26D
Aditya Birla Sun Life Corporate Bond Fund Growth ₹111.23
↑ 0.08
₹25,293 1,000 2.94.79.37.38.57.48%3Y 9M 14D5Y 8M 19D
HDFC Corporate Bond Fund Growth ₹32.0431
↑ 0.02
₹32,191 5,000 2.94.59.178.64.03%3Y 9M 19D5Y 11M 12D
Kotak Corporate Bond Fund Standard Growth ₹3,708.38
↑ 3.52
₹14,449 5,000 2.84.596.98.37.41%2Y 9M 29D4Y 2M 8D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Apr 25

ટોચના 5 લમ્પ સમ ક્રેડિટ રિસ્ક મ્યુચ્યુઅલ ફંડ્સ

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 ₹48.4495
↑ 0.03
₹192 1,000 15.417.42213.67.87.96%2Y 2M 12D3Y 29D
Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04
₹104 5,000 2.957.511 0%
Aditya Birla Sun Life Credit Risk Fund Growth ₹21.8282
↑ 0.01
₹964 1,000 6.110.816.610.411.98.24%2Y 2M 12D3Y 5M 8D
Invesco India Credit Risk Fund Growth ₹1,900.14
↑ 2.21
₹140 5,000 4.66.210.18.47.37.58%3Y 2M 16D4Y 5M 8D
SBI Credit Risk Fund Growth ₹44.8072
↑ 0.03
₹2,255 5,000 2.64.58.87.48.18.73%2Y 1M 20D2Y 11M 23D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Apr 25

શ્રેષ્ઠ લમ્પસમ હાઇબ્રિડ ફંડ્સ 2022 - 2023

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

ટોચના 5 લમ્પ સમ બેલેન્સ્ડ મ્યુચ્યુઅલ ફંડ્સ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
HDFC Balanced Advantage Fund Growth ₹484.263
↓ -6.18
₹90,375 5,000 -3.7-4.65.618.227.416.7
ICICI Prudential Multi-Asset Fund Growth ₹716.976
↓ -1.81
₹52,257 5,000 1.9-0.311.517.828.216.1
JM Equity Hybrid Fund Growth ₹111.042
↓ -1.95
₹729 5,000 -10.7-12.42.317.428.827
ICICI Prudential Equity and Debt Fund Growth ₹363.51
↓ -5.01
₹38,507 5,000 -1.6-4.77.216.428.717.2
Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78
₹1,954 5,000 0.510.527.11614.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Apr 25

ટોચના 5 એકસાથે આક્રમક હાઇબ્રિડ ફંડ્સ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
JM Equity Hybrid Fund Growth ₹111.042
↓ -1.95
₹729 5,000 -10.7-12.42.317.428.827
ICICI Prudential Equity and Debt Fund Growth ₹363.51
↓ -5.01
₹38,507 5,000 -1.6-4.77.216.428.717.2
Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78
₹1,954 5,000 0.510.527.11614.2
IDBI Hybrid Equity Fund Growth ₹17.1253
↓ -0.01
₹179 5,000 7.89.812.114.47.1
Baroda Pioneer Hybrid Equity Fund Growth ₹81.2894
↑ 0.36
₹389 5,000 -3.5-0.814.814.311.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Apr 25

ટોચના 5 એકસાથે કન્ઝર્વેટિવ હાઇબ્રિડ ફંડ્સ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
HDFC Balanced Advantage Fund Growth ₹484.263
↓ -6.18
₹90,375 5,000 -3.7-4.65.618.227.416.7
ICICI Prudential Multi-Asset Fund Growth ₹716.976
↓ -1.81
₹52,257 5,000 1.9-0.311.517.828.216.1
JM Equity Hybrid Fund Growth ₹111.042
↓ -1.95
₹729 5,000 -10.7-12.42.317.428.827
ICICI Prudential Equity and Debt Fund Growth ₹363.51
↓ -5.01
₹38,507 5,000 -1.6-4.77.216.428.717.2
Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78
₹1,954 5,000 0.510.527.11614.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Apr 25

ટોચના 5 લમ્પ સમ આર્બિટ્રેજ ફંડ્સ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
UTI Arbitrage Fund Growth ₹34.5529
↑ 0.03
₹6,415 5,000 1.93.87.56.75.57.7
Kotak Equity Arbitrage Fund Growth ₹36.9607
↑ 0.03
₹58,923 5,000 1.93.87.56.95.77.8
ICICI Prudential Equity Arbitrage Fund Growth ₹33.8356
↑ 0.03
₹25,880 5,000 1.93.77.46.75.57.6
HDFC Arbitrage Fund Growth ₹30.225
↑ 0.03
₹18,054 100,000 1.83.77.46.75.47.7
Invesco India Arbitrage Fund Growth ₹31.4701
↑ 0.03
₹19,341 5,000 1.83.77.375.67.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Apr 25

ટોચના 5 એકસાથે ડાયનેમિક એલોકેશન ફંડ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
HDFC Balanced Advantage Fund Growth ₹484.263
↓ -6.18
₹90,375 5,000 -3.7-4.65.618.227.416.7
Axis Dynamic Equity Fund Growth ₹19.9
↓ -0.14
₹2,625 5,000 -2.7-2.89.611.814.817.5
ICICI Prudential Balanced Advantage Fund Growth ₹68.79
↓ -0.59
₹58,717 5,000 -1.7-2.66.311.218.712.3
Nippon India Balanced Advantage Fund Growth ₹166.236
↓ -1.61
₹8,431 5,000 -2.6-3.3610.716.713
Invesco India Dynamic Equity Fund Growth ₹50.18
↓ -0.49
₹919 5,000 -6.5-5.44.310.315.915.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Apr 25

ટોચના 5 એકસાથે મલ્ટિ એસેટ ફાળવણી ફંડ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
ICICI Prudential Multi-Asset Fund Growth ₹716.976
↓ -1.81
₹52,257 5,000 1.9-0.311.517.828.216.1
UTI Multi Asset Fund Growth ₹68.8729
↓ -0.96
₹4,979 5,000 -5-5.95.215.719.820.7
Edelweiss Multi Asset Allocation Fund Growth ₹58.58
↓ -0.83
₹2,290 5,000 -5.7-6.47.314.223.320.2
SBI Multi Asset Allocation Fund Growth ₹54.7773
↓ -0.69
₹7,351 5,000 -1.7-3.37.113.216.312.8
HDFC Multi-Asset Fund Growth ₹66.9
↓ -0.64
₹3,837 5,000 -0.7-1.97.711.420.113.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Apr 25

ટોચના 5 લમ્પ સમ ઇક્વિટી સેવિંગ્સ ફંડ્સ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
L&T Equity Savings Fund Growth ₹31.1021
↓ -0.17
₹619 5,000 -9.5-4.56.91015.524
Kotak Equity Savings Fund Growth ₹24.8146
↓ -0.17
₹7,897 5,000 -2.3-2.35.19.813.811.7
Principal Equity Savings Fund Growth ₹67.1505
↓ -0.27
₹1,033 5,000 -1.5-1.37.29.715.412.6
Edelweiss Equity Savings Fund Growth ₹24.0563
↓ -0.09
₹569 5,000 -1.10.68.69.312.113.4
SBI Equity Savings Fund Growth ₹22.7926
↑ 0.05
₹5,512 1,000 -2.2-1.56.59.314.612
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Apr 25

ટોચની 5 લમ્પ સમ સોલ્યુશન ઓરિએન્ટેડ સ્કીમ્સ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
HDFC Retirement Savings Fund - Equity Plan Growth ₹46.145
↓ -0.72
₹5,571 5,000 -7.3-9.63.516.430.518
ICICI Prudential Child Care Plan (Gift) Growth ₹291.47
↓ -7.38
₹1,183 5,000 -5.7-8.53.113.922.116.9
HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹35.896
↓ -0.40
₹1,485 5,000 -5.1-6.74.212.621.914
Tata Retirement Savings Fund - Progressive Growth ₹58.3513
↓ -1.17
₹1,803 5,000 -13.2-12.83.611.320.821.7
Tata Retirement Savings Fund-Moderate Growth ₹58.3679
↓ -0.93
₹1,908 5,000 -10.2-9.25.511.119.119.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Apr 25

1 મહિનાની કામગીરી પર શ્રેષ્ઠ એકસાથે મ્યુચ્યુઅલ ફંડ

1. Invesco India PSU Equity Fund

To generate capital appreciation by investing in Equity and Equity Related Instruments of companies where the Central / State Government(s) has majority shareholding or management control or has powers to appoint majority of directors. 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.

Invesco India PSU Equity Fund is a Equity - Sectoral fund was launched on 18 Nov 09. It is a fund with High risk and has given a CAGR/Annualized return of 11.9% since its launch.  Ranked 33 in Sectoral category.  Return for 2024 was 25.6% , 2023 was 54.5% and 2022 was 20.5% .

Below is the key information for Invesco India PSU Equity Fund

Invesco India PSU Equity Fund
Growth
Launch Date 18 Nov 09
NAV (04 Apr 25) ₹56.14 ↓ -1.80   (-3.11 %)
Net Assets (Cr) ₹1,047 on 28 Feb 25
Category Equity - Sectoral
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 2.39
Sharpe Ratio -0.67
Information Ratio -0.53
Alpha Ratio 0.52
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 Mar 20₹10,000
31 Mar 21₹14,149
31 Mar 22₹17,370
31 Mar 23₹19,711
31 Mar 24₹36,141
31 Mar 25₹37,811

Invesco India PSU 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 ₹642,208.
Net Profit of ₹342,208
Invest Now

Returns for Invesco India PSU 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 4 Apr 25

DurationReturns
1 Month 10.6%
3 Month -1.9%
6 Month -13.8%
1 Year -1.3%
3 Year 26.9%
5 Year 30.6%
10 Year
15 Year
Since launch 11.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 25.6%
2023 54.5%
2022 20.5%
2021 31.1%
2020 6.1%
2019 10.1%
2018 -16.9%
2017 24.3%
2016 17.9%
2015 2.5%
Fund Manager information for Invesco India PSU Equity Fund
NameSinceTenure
Dhimant Kothari19 May 204.79 Yr.

Data below for Invesco India PSU Equity Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Industrials27.81%
Utility24.59%
Financial Services21.69%
Energy18.38%
Basic Materials6.48%
Asset Allocation
Asset ClassValue
Cash1.06%
Equity98.94%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL
9%₹96 Cr3,894,619
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 22 | 532898
9%₹90 Cr3,599,413
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
8%₹86 Cr1,251,543
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | 500547
8%₹82 Cr3,445,961
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 500312
6%₹65 Cr2,868,783
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL
5%₹54 Cr175,355
↑ 22,180
NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN
5%₹52 Cr5,911,723
NTPC Ltd (Utilities)
Equity, Since 31 May 19 | 532555
5%₹49 Cr1,570,631
National Aluminium Co Ltd (Basic Materials)
Equity, Since 31 Aug 24 | 532234
4%₹46 Cr2,604,332
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Nov 23 | HINDPETRO
4%₹46 Cr1,564,169

2. DSP BlackRock World Gold Fund

"The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of MLIIF - WGF. 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 units of money market/liquid schemes of DSP Merrill Lynch 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."

DSP BlackRock World Gold Fund is a Equity - Global fund was launched on 14 Sep 07. It is a fund with High risk and has given a CAGR/Annualized return of 5.6% since its launch.  Ranked 11 in Global category.  Return for 2024 was 15.9% , 2023 was 7% and 2022 was -7.7% .

Below is the key information for DSP BlackRock World Gold Fund

DSP BlackRock World Gold Fund
Growth
Launch Date 14 Sep 07
NAV (03 Apr 25) ₹26.178 ↑ 0.07   (0.27 %)
Net Assets (Cr) ₹1,058 on 28 Feb 25
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.35
Sharpe Ratio 1.55
Information Ratio -0.36
Alpha Ratio 0.6
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
31 Mar 20₹10,000
31 Mar 21₹13,604
31 Mar 22₹15,152
31 Mar 23₹14,266
31 Mar 24₹13,920
31 Mar 25₹20,792

DSP BlackRock World Gold Fund SIP Returns

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

Returns for DSP BlackRock World Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Apr 25

DurationReturns
1 Month 10.1%
3 Month 26.1%
6 Month 17.2%
1 Year 44.1%
3 Year 11.1%
5 Year 14.3%
10 Year
15 Year
Since launch 5.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 15.9%
2023 7%
2022 -7.7%
2021 -9%
2020 31.4%
2019 35.1%
2018 -10.7%
2017 -4%
2016 52.7%
2015 -18.5%
Fund Manager information for DSP BlackRock World Gold Fund
NameSinceTenure
Jay Kothari1 Mar 1312.01 Yr.

Data below for DSP BlackRock World Gold Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Basic Materials92.86%
Asset Allocation
Asset ClassValue
Cash3.12%
Equity93.16%
Debt0.02%
Other3.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF World Gold I2
Investment Fund | -
80%₹844 Cr1,880,211
↓ -73,489
VanEck Gold Miners ETF
- | GDX
19%₹199 Cr573,719
Treps / Reverse Repo Investments
CBLO/Reverse Repo | -
2%₹19 Cr
Net Receivables/Payables
CBLO | -
0%-₹4 Cr

3. IDFC Infrastructure Fund

The investment objective of the scheme is to seek to generate long-term capital growth through an active diversified portfolio of predominantly equity and equity related instruments of companies that are participating in and benefiting from growth in Indian infrastructure and infrastructural related activities. However, there can be no assurance that the investment objective of the scheme will be realized.

IDFC Infrastructure Fund is a Equity - Sectoral fund was launched on 8 Mar 11. It is a fund with High risk and has given a CAGR/Annualized return of 11.3% since its launch.  Ranked 1 in Sectoral category.  Return for 2024 was 39.3% , 2023 was 50.3% and 2022 was 1.7% .

Below is the key information for IDFC Infrastructure Fund

IDFC Infrastructure Fund
Growth
Launch Date 8 Mar 11
NAV (04 Apr 25) ₹45.009 ↓ -1.34   (-2.88 %)
Net Assets (Cr) ₹1,400 on 28 Feb 25
Category Equity - Sectoral
AMC IDFC Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.33
Sharpe Ratio -0.3
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹20,153
31 Mar 22₹24,848
31 Mar 23₹27,324
31 Mar 24₹47,064
31 Mar 25₹50,038

IDFC 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 ₹773,746.
Net Profit of ₹473,746
Invest Now

Returns for IDFC 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 4 Apr 25

DurationReturns
1 Month 9.4%
3 Month -14%
6 Month -17.5%
1 Year 0.3%
3 Year 24%
5 Year 38.5%
10 Year
15 Year
Since launch 11.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024 39.3%
2023 50.3%
2022 1.7%
2021 64.8%
2020 6.3%
2019 -5.3%
2018 -25.9%
2017 58.7%
2016 10.7%
2015 -0.2%
Fund Manager information for IDFC Infrastructure Fund
NameSinceTenure
Vishal Biraia24 Jan 241.1 Yr.
Ritika Behera7 Oct 231.4 Yr.
Gaurav Satra7 Jun 240.73 Yr.

Data below for IDFC Infrastructure Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Industrials54.7%
Utility13.22%
Basic Materials10.84%
Communication Services4.49%
Energy3.88%
Consumer Cyclical3.46%
Financial Services2.99%
Technology2.07%
Health Care1.9%
Asset Allocation
Asset ClassValue
Cash2.43%
Equity97.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Dec 17 | KIRLOSBROS
5%₹71 Cr443,385
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
4%₹58 Cr183,173
↑ 11,726
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 24 | RELIANCE
4%₹54 Cr452,706
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
4%₹52 Cr330,018
↑ 40,855
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | 532538
4%₹51 Cr50,452
↑ 3,476
GPT Infraprojects Ltd (Industrials)
Equity, Since 30 Nov 17 | GPTINFRA
3%₹45 Cr4,797,143
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Dec 23 | ADANIPORTS
3%₹39 Cr365,137
↓ -69,842
PTC India Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 23 | PFS
3%₹39 Cr12,400,122
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 19 | BEL
3%₹35 Cr1,431,700
KEC International Ltd (Industrials)
Equity, Since 30 Jun 24 | 532714
3%₹35 Cr512,915

4. DSP BlackRock Credit Risk Fund

(Erstwhile DSP BlackRock Income Opportunities Fund)

An open ended fund seeking to generate income commensurate with prudent risk from a portfolio substantially constituted of floating rate debt securities and fixed rate securities swapped for floating rate returns.

DSP BlackRock Credit Risk Fund is a Debt - Credit Risk fund was launched on 13 May 03. It is a fund with Moderate risk and has given a CAGR/Annualized return of 7.5% since its launch.  Ranked 8 in Credit Risk category.  Return for 2024 was 7.8% , 2023 was 15.6% and 2022 was 9.3% .

Below is the key information for DSP BlackRock Credit Risk Fund

DSP BlackRock Credit Risk Fund
Growth
Launch Date 13 May 03
NAV (04 Apr 25) ₹48.4495 ↑ 0.03   (0.06 %)
Net Assets (Cr) ₹192 on 28 Feb 25
Category Debt - Credit Risk
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderate
Expense Ratio 1.15
Sharpe Ratio 1.16
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)
Yield to Maturity 7.96%
Effective Maturity 3 Years 29 Days
Modified Duration 2 Years 2 Months 12 Days

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹10,358
31 Mar 22₹11,306
31 Mar 23₹11,755
31 Mar 24₹13,593
31 Mar 25₹16,523

DSP BlackRock Credit Risk Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹212,284.
Net Profit of ₹32,284
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Returns for DSP BlackRock Credit Risk Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Apr 25

DurationReturns
1 Month 9%
3 Month 15.4%
6 Month 17.4%
1 Year 22%
3 Year 13.6%
5 Year 10.6%
10 Year
15 Year
Since launch 7.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 7.8%
2023 15.6%
2022 9.3%
2021 2.9%
2020 4.8%
2019 4.4%
2018 -2.6%
2017 6.4%
2016 10.6%
2015 9.6%
Fund Manager information for DSP BlackRock Credit Risk Fund
NameSinceTenure
Vivek Ramakrishnan17 Jul 213.71 Yr.
Shalini Vasanta1 Jan 250.24 Yr.

Data below for DSP BlackRock Credit Risk Fund as on 28 Feb 25

Asset Allocation
Asset ClassValue
Cash1.6%
Debt88.69%
Other9.71%
Debt Sector Allocation
SectorValue
Corporate68.69%
Government20%
Cash Equivalent1.6%
Credit Quality
RatingValue
AA73.83%
AAA26.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Roadstar Infra Investment Trust
- | -
9%₹19 Cr2,588,667
↑ 2,588,667
Aditya Birla Renewables Limited
Debentures | -
8%₹16 Cr1,500
Nuvoco Vistas Corporation Limited
Debentures | -
8%₹16 Cr150
JSW Steel Limited
Debentures | -
8%₹16 Cr150
7.02% Govt Stock 2031
Sovereign Bonds | -
8%₹15 Cr1,500,000
↑ 1,500,000
6.92% Govt Stock 2039
Sovereign Bonds | -
7%₹15 Cr1,500,000
Tata Housing Development Co Ltd.
Debentures | -
7%₹15 Cr1,500
Nirma Limited
Debentures | -
7%₹15 Cr1,500
Century Textiles And Industried Limited
Debentures | -
5%₹11 Cr1,000
Tata Projects Limited
Debentures | -
5%₹11 Cr1,000

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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