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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 December 22, 2024 , 151334 views

ભારતમાં મ્યુચ્યુઅલ ફંડ યોજનાઓ વર્ષોથી વિકસતી ગઈ છે. પરિણામે, ધશ્રેષ્ઠ પ્રદર્શન કરનાર મ્યુચ્યુઅલ ફંડ માંબજાર બદલતા રહો. ક્રિસિલ, મોર્નિંગ સ્ટાર, ICRA વગેરે જેવી મ્યુચ્યુઅલ ફંડ સ્કીમને નક્કી કરવા માટે વિવિધ રેટિંગ સિસ્ટમ્સ છે.

Lump sum Investments

આ સિસ્ટમો ગુણાત્મક અને જથ્થાત્મક પરિબળો જેમ કે વળતર, પર આધારિત મ્યુચ્યુઅલ ફંડનું મૂલ્યાંકન કરે છે.પ્રમાણભૂત વિચલન, ફંડ વય, વગેરે. આ તમામ પરિબળોનો સરવાળો શ્રેષ્ઠ પ્રદર્શન કરનારનું રેટિંગ તરફ દોરી જાય છેમ્યુચ્યુઅલ ફંડ ભારતમાં.

એકસાથે મ્યુચ્યુઅલ ફંડ રોકાણ માટે ટિપ્સ

શ્રેષ્ઠ પ્રદર્શન કરતા મ્યુચ્યુઅલ ફંડ્સમાં રોકાણ કરવાની એક સંપૂર્ણ રીત છે તેના ગુણાત્મક અને માત્રાત્મક પગલાં, જેમ કે:

સ્કીમ એસેટ સાઈઝ

રોકાણકારોએ હંમેશા એવા ફંડ માટે જવું જોઈએ જે ન તો ખૂબ મોટું હોય અને ન તો ખૂબ નાનું હોય. જ્યારે ફંડના કદ વચ્ચે કોઈ સંપૂર્ણ વ્યાખ્યા અને સંબંધ નથી, એવું કહેવાય છે કે ખૂબ નાનું અને ખૂબ મોટું બંને, ફંડની કામગીરીને અવરોધી શકે છે. કોઈપણ સ્કીમમાં ઓછી એસેટ અંડર મેનેજમેન્ટ (AUM) ખૂબ જોખમી છે કારણ કે તમે જાણતા નથી કે રોકાણકારો કોણ છે અને કોઈ ચોક્કસ સ્કીમમાં તેઓનું કેટલું રોકાણ છે. આમ, ફંડ પસંદ કરતી વખતે, એ સલાહ આપવામાં આવે છે કે જેની AUM લગભગ શ્રેણી જેટલી જ હોય.

ફંડ ઉંમર

શ્રેષ્ઠ પ્રદર્શન કરતા મ્યુચ્યુઅલ ફંડમાં રોકાણ કરવા માટે, રોકાણકારોએ અમુક સમયગાળા માટે ફંડના પ્રદર્શનનું યોગ્ય મૂલ્યાંકન કરવું જોઈએ. ઉપરાંત, 4-5 વર્ષમાં સતત વળતર આપતી સ્કીમ પર જવાનું સૂચન કરવામાં આવે છે.

શ્રેષ્ઠ મ્યુચ્યુઅલ ફંડમાં ઓનલાઈન કેવી રીતે રોકાણ કરવું?

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શ્રેષ્ઠ લમ્પસમ ઇક્વિટી મ્યુચ્યુઅલ ફંડ્સ 2022 - 2023

નીચે ટોચના ક્રમાંકિત ફંડ્સ છેઇક્વિટી કેટેગરી જેવી કે લાર્જ-, મિડ-, સ્મોલ-, મલ્ટી-કેપ ફંડ્સ,ELSS અને ક્ષેત્રીય ભંડોળ.

ટોચના 5 લમ્પ સમ લાર્જ કેપ ઇક્વિટી મ્યુચ્યુઅલ ફંડ્સ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
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 ₹86.6093
↓ -0.02
₹35,313 5,000 -5.72.12121.219.532.1
HDFC Top 100 Fund Growth ₹1,095.24
↓ -0.05
₹36,587 5,000 -9.50.71417.91730
ICICI Prudential Bluechip Fund Growth ₹104.15
↓ -0.04
₹63,938 5,000 -7.82.519.517.718.527.4
BNP Paribas Large Cap Fund Growth ₹217.361
↑ 0.14
₹2,403 5,000 -7.81.422.616.817.324.8
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 (%)2023 (%)
Motilal Oswal Midcap 30 Fund  Growth ₹110.355
↓ -0.09
₹22,898 5,000 1.917.454.335.333.141.7
Edelweiss Mid Cap Fund Growth ₹100.222
↓ -0.05
₹8,280 5,000 -2.98.940.22630.438.4
PGIM India Midcap Opportunities Fund Growth ₹63.63
↑ 0.15
₹11,093 5,000 -5.52.921.714.129.120.8
Invesco India Mid Cap Fund Growth ₹172.76
↑ 0.42
₹5,863 5,000 -1.512.245.625.528.534.1
SBI Magnum Mid Cap Fund Growth ₹234.373
↓ -0.34
₹21,455 5,000 -6.60.621.419.427.234.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Dec 24

ટોચના 5 લમ્પ સમ સ્મોલ કેપ મ્યુચ્યુઅલ ફંડ્સ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
L&T Emerging Businesses Fund Growth ₹88.9669
↑ 0.28
₹16,920 5,000 -1.45.330.225.531.746.1
DSP BlackRock Small Cap Fund  Growth ₹201.455
↑ 1.92
₹16,307 1,000 -1.59.527.422.631.141.2
Kotak Small Cap Fund Growth ₹274.457
↑ 0.52
₹17,732 5,000 -4.84.426.218.930.934.8
Franklin India Smaller Companies Fund Growth ₹179.295
↑ 0.33
₹14,045 5,000 -4.60.32426.229.652.1
HDFC Small Cap Fund Growth ₹138.545
↑ 0.23
₹33,842 5,000 -3.14.421.423.129.544.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Dec 24

ટોપ 5 લમ્પ સમ ડાઇવર્સિફાઇડ/મલ્ટી કેપ ઇક્વિટી મ્યુચ્યુઅલ ફંડ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
JM Multicap Fund Growth ₹103.612
↑ 0.09
₹5,012 5,000 -5.41.934.92724.240
Nippon India Multi Cap Fund Growth ₹289.399
↑ 0.64
₹39,001 5,000 -6.11.528.426.524.538.1
HDFC Equity Fund Growth ₹1,858.42
↓ -3.09
₹66,304 5,000 -5.33.925.624.822.730.6
Motilal Oswal Multicap 35 Fund Growth ₹62.8773
↑ 0.01
₹12,598 5,000 -1.414.143.123.118.331
IDBI Diversified Equity Fund Growth ₹37.99
↑ 0.14
₹382 5,000 10.213.213.522.712
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Dec 24

ટોચની 5 લમ્પ સમ (ELSS) ઇક્વિટી લિંક્ડ સેવિંગ સ્કીમ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Motilal Oswal Long Term Equity Fund Growth ₹55.6286
↑ 0.06
₹4,187 500 -0.315.550.128.424.337
SBI Magnum Tax Gain Fund Growth ₹426.584
↑ 0.29
₹27,847 500 -6.51.831.125.124.440
HDFC Tax Saver Fund Growth ₹1,321.95
↓ -2.93
₹15,945 500 -7.21.723.722.320.733.2
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
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Dec 24

ટોચના 5 લમ્પ સમ સેક્ટર ઇક્વિટી મ્યુચ્યુઅલ ફંડ્સ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
SBI PSU Fund Growth ₹30.9128
↓ -0.08
₹4,686 5,000 -7.1-5.43236.224.554
ICICI Prudential Infrastructure Fund Growth ₹186.51
↓ -0.01
₹6,990 5,000 -7.3-0.631.534.630.544.6
Invesco India PSU Equity Fund Growth ₹60.65
↓ -0.20
₹1,345 5,000 -8.1-9.330.933.927.254.5
LIC MF Infrastructure Fund Growth ₹51.3751
↑ 0.18
₹852 5,000 -0.54.55233.327.744.4
HDFC Infrastructure Fund Growth ₹46.75
↑ 0.11
₹2,496 5,000 -6.8-2.627.13325.255.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Dec 24

શ્રેષ્ઠ લમ્પસમ ડેટ ફંડ્સ 2022 - 2023

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

ટોચના 5 એકસાથે અલ્ટ્રા શોર્ટ ટર્મ ડેટ મ્યુચ્યુઅલ ફંડ્સ

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

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Aditya Birla Sun Life Savings Fund Growth ₹526.333
↑ 0.00
₹15,890 1,000 1.93.87.86.67.27.61%5M 8D7M 17D
ICICI Prudential Ultra Short Term Fund Growth ₹26.6371
↑ 0.00
₹13,935 5,000 1.73.57.56.36.97.6%4M 28D5M 16D
Invesco India Ultra Short Term Fund Growth ₹2,594.8
↑ 0.32
₹1,764 5,000 1.73.47.566.67.37%5M 1D5M 13D
SBI Magnum Ultra Short Duration Fund Growth ₹5,747.81
↑ 0.48
₹12,885 5,000 1.73.57.46.277.43%5M 1D10M 6D
Kotak Savings Fund Growth ₹41.2755
↑ 0.00
₹13,450 5,000 1.73.47.26.16.87.36%5M 1D5M 12D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Dec 24

ટોચના 5 લમ્પ રકમ શોર્ટ ટર્મ ડેટ મ્યુચ્યુઅલ ફંડ્સ

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

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Sundaram Short Term Debt Fund Growth ₹36.3802
↑ 0.01
₹362 5,000 0.811.412.85.3 4.52%1Y 2M 13D1Y 7M 3D
HDFC Short Term Debt Fund Growth ₹30.5796
↑ 0.00
₹14,976 5,000 1.74.18.36.37.17.54%2Y 9M 22D4Y 26D
Axis Short Term Fund Growth ₹29.4729
↓ 0.00
₹9,162 5,000 1.7486.16.87.52%2Y 10M 17D3Y 9M 11D
Nippon India Short Term Fund Growth ₹50.3727
↑ 0.01
₹7,534 5,000 1.74.1866.87.62%2Y 10M 2D3Y 7M 20D
Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹45.4556
↑ 0.00
₹8,804 1,000 1.73.986.36.97.64%2Y 10M 6D3Y 10M 2D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 21

ટોચના 5 લમ્પ સમ લિક્વિડ મ્યુચ્યુઅલ ફંડ્સ

લિક્વિડ ફંડ્સ ઓછા જોખમી સ્થિર વળતર સાથે એક દિવસથી 90 દિવસના સમયગાળા માટે સારું રોકાણ છે કારણ કે તેઓ કોર્પસનું રોકાણ કરે છેમની માર્કેટ એક સપ્તાહથી 3 મહિનાની વચ્ચેની પાકતી મુદત સાથેના દેવાનાં સાધનો.

FundNAVNet Assets (Cr)Min Investment1 MO (%)3 MO (%)6 MO (%)1 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Axis Liquid Fund Growth ₹2,803.71
↑ 0.18
₹34,674 500 0.51.73.57.47.17.06%1M 10D1M 11D
LIC MF Liquid Fund Growth ₹4,555.86
↑ 0.22
₹10,650 5,000 0.51.73.57.477.02%1M 6D1M 6D
Invesco India Liquid Fund Growth ₹3,462.75
↑ 0.68
₹14,858 5,000 0.51.73.57.477.07%1M 21D1M 21D
DSP BlackRock Liquidity Fund Growth ₹3,596.06
↑ 0.23
₹22,864 1,000 0.51.73.57.477.07%1M 2D1M 6D
ICICI Prudential Liquid Fund Growth ₹372.928
↑ 0.02
₹56,002 500 0.51.73.57.477.08%1M 6D1M 9D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Dec 24

ટોચના 5 લમ્પ સમ GILT મ્યુચ્યુઅલ ફંડ્સ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
SBI Magnum Gilt Fund Growth ₹63.3414
↓ -0.02
₹10,979 5,000 0.53.58.96.87.67.06%10Y 2M 19D25Y 7M 6D
ICICI Prudential Gilt Fund Growth ₹97.9865
↑ 0.00
₹6,797 5,000 1.43.98.36.78.36.9%3Y 8M 19D6Y 6M 18D
DSP BlackRock Government Securities Fund Growth ₹92.1487
↓ -0.08
₹1,835 1,000 0.53.510.26.57.17.04%11Y 11M 1D
Axis Gilt Fund Growth ₹24.4835
↓ -0.01
₹922 5,000 0.84106.47.17.05%10Y 3M25Y 4M 10D
Invesco India Gilt Fund Growth ₹2,727.67
↓ -1.51
₹1,355 5,000 0.23.29.86.26.67.09%11Y 18D28Y 5M 12D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Dec 24

ટોચના 5 એકસાથે કોર્પોરેટ બોન્ડ મ્યુચ્યુઅલ ફંડ્સ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
ICICI Prudential Corporate Bond Fund Growth ₹28.4914
↓ 0.00
₹29,074 5,000 1.83.98.16.77.67.61%2Y 4M 24D3Y 10M 17D
Aditya Birla Sun Life Corporate Bond Fund Growth ₹107.877
↓ -0.02
₹23,775 1,000 1.64.28.66.67.37.46%3Y 10M 2D5Y 7M 20D
Nippon India Prime Debt Fund Growth ₹57.1852
↓ -0.01
₹6,755 1,000 1.64.28.46.67.17.42%3Y 10M 13D5Y 1M 13D
HDFC Corporate Bond Fund Growth ₹31.1043
↓ -0.01
₹32,841 5,000 1.64.28.66.37.27.39%3Y 10M 21D6Y 17D
Kotak Corporate Bond Fund Standard Growth ₹3,599.44
↑ 0.16
₹14,333 5,000 1.64.18.36.26.97.49%3Y 3M 22D5Y 29D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Dec 24

ટોચના 5 લમ્પ સમ ક્રેડિટ રિસ્ક મ્યુચ્યુઅલ ફંડ્સ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
BOI AXA Credit Risk Fund Growth ₹11.8009
↑ 0.00
₹115 5,000 1.52.46.239.65.67.01%7M 2D8M 19D
Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04
₹104 5,000 2.957.511 0%
DSP BlackRock Credit Risk Fund Growth ₹41.9069
↑ 0.01
₹188 1,000 1.73.87.810.815.68%2Y 6M 4D3Y 4M 13D
Aditya Birla Sun Life Credit Risk Fund Growth ₹20.4962
↓ -0.02
₹921 1,000 4.2711.98.66.98.01%2Y 22D3Y 3M 18D
Invesco India Credit Risk Fund Growth ₹1,813
↓ -0.03
₹142 5,000 1.33.57.36.911.67.57%3Y 4M 28D4Y 10M 6D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Dec 24

શ્રેષ્ઠ લમ્પસમ હાઇબ્રિડ ફંડ્સ 2022 - 2023

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

ટોચના 5 લમ્પ સમ બેલેન્સ્ડ મ્યુચ્યુઅલ ફંડ્સ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
JM Equity Hybrid Fund Growth ₹123.661
↑ 0.31
₹720 5,000 -5.10.927.823.12433.8
HDFC Balanced Advantage Fund Growth ₹499.354
↑ 0.18
₹95,570 5,000 -32.118.522.62031.3
ICICI Prudential Equity and Debt Fund Growth ₹363.14
↑ 0.17
₹40,089 5,000 -6.82.319.219.621.228.2
ICICI Prudential Multi-Asset Fund Growth ₹693.724
↑ 2.00
₹50,988 5,000 -4.12.617.819.520.424.1
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹39.09
↑ 0.06
₹1,054 5,000 -0.84.927.318.526.933.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Dec 24

ટોચના 5 એકસાથે આક્રમક હાઇબ્રિડ ફંડ્સ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
JM Equity Hybrid Fund Growth ₹123.661
↑ 0.31
₹720 5,000 -5.10.927.823.12433.8
ICICI Prudential Equity and Debt Fund Growth ₹363.14
↑ 0.17
₹40,089 5,000 -6.82.319.219.621.228.2
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹39.09
↑ 0.06
₹1,054 5,000 -0.84.927.318.526.933.7
UTI Hybrid Equity Fund Growth ₹394.823
↑ 0.29
₹6,107 1,000 -4.34.921.817.318.825.5
Kotak Equity Hybrid Fund Growth ₹61.112
↑ 0.06
₹6,815 5,000 -3.25.223.216.118.120.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Dec 24

ટોચના 5 એકસાથે કન્ઝર્વેટિવ હાઇબ્રિડ ફંડ્સ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
JM Equity Hybrid Fund Growth ₹123.661
↑ 0.31
₹720 5,000 -5.10.927.823.12433.8
HDFC Balanced Advantage Fund Growth ₹499.354
↑ 0.18
₹95,570 5,000 -32.118.522.62031.3
ICICI Prudential Equity and Debt Fund Growth ₹363.14
↑ 0.17
₹40,089 5,000 -6.82.319.219.621.228.2
ICICI Prudential Multi-Asset Fund Growth ₹693.724
↑ 2.00
₹50,988 5,000 -4.12.617.819.520.424.1
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹39.09
↑ 0.06
₹1,054 5,000 -0.84.927.318.526.933.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Dec 24

ટોચના 5 લમ્પ સમ આર્બિટ્રેજ ફંડ્સ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Kotak Equity Arbitrage Fund Growth ₹36.1742
↓ -0.01
₹54,915 5,000 1.73.57.96.55.67.4
UTI Arbitrage Fund Growth ₹33.8136
↓ -0.01
₹6,462 5,000 1.73.57.86.25.47.2
HDFC Arbitrage Fund Growth ₹29.604
↓ -0.01
₹16,791 100,000 1.73.57.76.35.37.2
Edelweiss Arbitrage Fund Growth ₹18.7154
↓ 0.00
₹12,199 5,000 1.73.47.76.35.57.1
ICICI Prudential Equity Arbitrage Fund Growth ₹33.117
↓ -0.01
₹24,760 5,000 1.73.47.76.25.47.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Dec 24

ટોચના 5 એકસાથે ડાયનેમિક એલોકેશન ફંડ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
HDFC Balanced Advantage Fund Growth ₹499.354
↑ 0.18
₹95,570 5,000 -32.118.522.62031.3
BOI AXA Equity Debt Rebalancer Fund Growth ₹24.0224
↓ -0.06
₹136 5,000 -6.4-2.38.51410.918.4
Invesco India Dynamic Equity Fund Growth ₹53.24
↓ -0.02
₹926 5,000 -1.35.817.413.71220.1
ICICI Prudential Balanced Advantage Fund Growth ₹69.32
↑ 0.05
₹60,534 5,000 -3.23.313.512.612.816.5
Axis Dynamic Equity Fund Growth ₹20.28
↓ -0.01
₹2,599 5,000 -2.95.419.212.412.320
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Dec 24

ટોચના 5 એકસાથે મલ્ટિ એસેટ ફાળવણી ફંડ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
ICICI Prudential Multi-Asset Fund Growth ₹693.724
↑ 2.00
₹50,988 5,000 -4.12.617.819.520.424.1
UTI Multi Asset Fund Growth ₹71.3566
↓ -0.03
₹4,682 5,000 -4.13.922.11815.529.1
Edelweiss Multi Asset Allocation Fund Growth ₹61.2
↓ -0.04
₹2,267 5,000 -4.45.121.117.417.925.4
SBI Multi Asset Allocation Fund Growth ₹55.2979
↑ 0.12
₹6,986 5,000 -2.71.814.314.41424.4
HDFC Multi-Asset Fund Growth ₹66.839
↑ 0.02
₹3,818 5,000 -3.22.814.912.214.918
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Dec 24

ટોચના 5 લમ્પ સમ ઇક્વિટી સેવિંગ્સ ફંડ્સ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
L&T Equity Savings Fund Growth ₹33.8288
↓ -0.07
₹583 5,000 2.57.223.41413.717
Kotak Equity Savings Fund Growth ₹25.316
↑ 0.00
₹7,974 5,000 -1.63.412.911.611.115.7
Principal Equity Savings Fund Growth ₹67.7496
↓ -0.02
₹1,005 5,000 -1.24.113.51112.915.3
SBI Equity Savings Fund Growth ₹23.2264
↓ -0.02
₹5,982 1,000 -0.2412.210.511.117.5
HDFC Equity Savings Fund Growth ₹63.52
↑ 0.01
₹5,516 5,000 -1.82.511.210.311.113.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Dec 24

ટોચની 5 લમ્પ સમ સોલ્યુશન ઓરિએન્ટેડ સ્કીમ્સ

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
HDFC Retirement Savings Fund - Equity Plan Growth ₹49.312
↑ 0.10
₹6,009 5,000 -6.61.820.22023.632.6
HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹37.61
↑ 0.00
₹1,583 5,000 -52.115.914.917.124.9
ICICI Prudential Child Care Plan (Gift) Growth ₹307.89
↑ 0.08
₹1,320 5,000 -6.10.520.516.716.229.2
Tata Retirement Savings Fund - Progressive Growth ₹66.2211
↑ 0.09
₹2,108 5,000 -4.45.423.615.516.229
Tata Retirement Savings Fund-Moderate Growth ₹64.221
↑ 0.07
₹2,177 5,000 -3.15.62114.415.225.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Dec 24

1 મહિનાની કામગીરી પર શ્રેષ્ઠ એકસાથે મ્યુચ્યુઅલ ફંડ

1. Motilal Oswal Long Term Equity Fund

(Erstwhile Motilal Oswal MOSt Focused Long Term Fund)

The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Long Term Equity Fund is a Equity - ELSS fund was launched on 21 Jan 15. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.9% since its launch.  Return for 2023 was 37% , 2022 was 1.8% and 2021 was 32.1% .

Below is the key information for Motilal Oswal Long Term Equity Fund

Motilal Oswal Long Term Equity Fund
Growth
Launch Date 21 Jan 15
NAV (24 Dec 24) ₹55.6286 ↑ 0.06   (0.11 %)
Net Assets (Cr) ₹4,187 on 30 Nov 24
Category Equity - ELSS
AMC Motilal Oswal Asset Management Co. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 0.74
Sharpe Ratio 3.36
Information Ratio 1.64
Alpha Ratio 21.74
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,204
30 Nov 21₹14,302
30 Nov 22₹15,086
30 Nov 23₹19,044
30 Nov 24₹28,882

Motilal Oswal Long Term 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 ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for Motilal Oswal Long Term 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 24 Dec 24

DurationReturns
1 Month 7.5%
3 Month -0.3%
6 Month 15.5%
1 Year 50.1%
3 Year 28.4%
5 Year 24.3%
10 Year
15 Year
Since launch 18.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 37%
2022 1.8%
2021 32.1%
2020 8.8%
2019 13.2%
2018 -8.7%
2017 44%
2016 12.5%
2015
2014
Fund Manager information for Motilal Oswal Long Term Equity Fund
NameSinceTenure
Ajay Khandelwal11 Dec 230.98 Yr.
Niket Shah17 Oct 231.13 Yr.
Santosh Singh1 Oct 240.17 Yr.
Rakesh Shetty22 Nov 222.03 Yr.

Data below for Motilal Oswal Long Term Equity Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Industrials31.68%
Consumer Cyclical24.69%
Financial Services17.08%
Technology9.32%
Real Estate7.04%
Health Care4.9%
Basic Materials3.86%
Asset Allocation
Asset ClassValue
Cash1.19%
Equity98.81%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | TRENT
7%₹289 Cr425,260
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 543320
7%₹278 Cr9,923,692
↓ -779,098
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | KALYANKJIL
5%₹227 Cr3,134,622
↓ -162,310
Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 23 | KAYNES
4%₹178 Cr297,751
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Oct 23 | PRESTIGE
4%₹174 Cr1,055,205
Gujarat Fluorochemicals Ltd Ordinary Shares (Basic Materials)
Equity, Since 28 Feb 23 | FLUOROCHEM
4%₹162 Cr408,886
Premier Energies Ltd (Technology)
Equity, Since 30 Sep 24 | PREMIERENE
4%₹155 Cr1,267,798
Inox Wind Ltd (Industrials)
Equity, Since 31 Dec 23 | INOXWIND
4%₹152 Cr7,946,960
Suzlon Energy Ltd (Industrials)
Equity, Since 31 Jan 24 | SUZLON
4%₹152 Cr24,068,813
Apar Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | APARINDS
4%₹150 Cr148,305

2. DSP BlackRock Small Cap Fund 

(Erstwhile DSP BlackRock Micro Cap Fund)

The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of small cap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized

DSP BlackRock Small Cap Fund  is a Equity - Small Cap fund was launched on 14 Jun 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.7% since its launch.  Ranked 7 in Small Cap category.  Return for 2023 was 41.2% , 2022 was 0.5% and 2021 was 58.9% .

Below is the key information for DSP BlackRock Small Cap Fund 

DSP BlackRock Small Cap Fund 
Growth
Launch Date 14 Jun 07
NAV (24 Dec 24) ₹201.455 ↑ 1.92   (0.96 %)
Net Assets (Cr) ₹16,307 on 30 Nov 24
Category Equity - Small Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 1.19
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 Nov 19₹10,000
30 Nov 20₹12,943
30 Nov 21₹20,662
30 Nov 22₹22,033
30 Nov 23₹29,861
30 Nov 24₹38,118

DSP BlackRock 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 DSP BlackRock 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 24 Dec 24

DurationReturns
1 Month 6.2%
3 Month -1.5%
6 Month 9.5%
1 Year 27.4%
3 Year 22.6%
5 Year 31.1%
10 Year
15 Year
Since launch 18.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 41.2%
2022 0.5%
2021 58.9%
2020 33.1%
2019 0.7%
2018 -25.5%
2017 42.8%
2016 12.7%
2015 20.4%
2014 101.8%
Fund Manager information for DSP BlackRock Small Cap Fund 
NameSinceTenure
Vinit Sambre21 Jun 1014.46 Yr.
Resham Jain16 Mar 186.72 Yr.

Data below for DSP BlackRock Small Cap Fund  as on 30 Nov 24

Equity Sector Allocation
SectorValue
Consumer Cyclical31.74%
Basic Materials20.49%
Industrials16.97%
Health Care8.7%
Consumer Defensive7.34%
Financial Services4.08%
Technology3.74%
Communication Services1.09%
Utility0.2%
Asset Allocation
Asset ClassValue
Cash5.67%
Equity94.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Dec 22 | JUBLINGREA
4%₹569 Cr7,937,996
eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | ECLERX
3%₹508 Cr1,746,352
Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | SUPRAJIT
3%₹476 Cr9,260,495
Welspun Corp Ltd (Basic Materials)
Equity, Since 31 Mar 21 | 532144
3%₹473 Cr6,500,000
↑ 203,304
Dodla Dairy Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | 543306
3%₹431 Cr3,620,969
↑ 82,779
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | TECHNOE
2%₹391 Cr2,500,000
Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | 532356
2%₹379 Cr9,143,737
LT Foods Ltd (Consumer Defensive)
Equity, Since 31 Dec 17 | 532783
2%₹375 Cr9,623,118
↓ -376,882
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | 523025
2%₹360 Cr1,629,601
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | 524494
2%₹358 Cr2,254,904
↓ -86,395

3. 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 17.5% since its launch.  Ranked 38 in Mid Cap category.  Return for 2023 was 34.1% , 2022 was 0.5% and 2021 was 43.1% .

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund
Growth
Launch Date 19 Apr 07
NAV (24 Dec 24) ₹172.76 ↑ 0.42   (0.24 %)
Net Assets (Cr) ₹5,863 on 30 Nov 24
Category Equity - Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 2.35
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 Nov 19₹10,000
30 Nov 20₹12,006
30 Nov 21₹17,502
30 Nov 22₹18,425
30 Nov 23₹23,159
30 Nov 24₹33,841

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 ₹612,552.
Net Profit of ₹312,552
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 24 Dec 24

DurationReturns
1 Month 6.1%
3 Month -1.5%
6 Month 12.2%
1 Year 45.6%
3 Year 25.5%
5 Year 28.5%
10 Year
15 Year
Since launch 17.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 77%
Fund Manager information for Invesco India Mid Cap Fund
NameSinceTenure
Aditya Khemani9 Nov 231.06 Yr.
Amit Ganatra1 Sep 231.25 Yr.

Data below for Invesco India Mid Cap Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Consumer Cyclical27.32%
Financial Services18.83%
Industrials13.88%
Health Care13.39%
Technology10.35%
Real Estate7.78%
Basic Materials5.92%
Communication Services1.38%
Asset Allocation
Asset ClassValue
Cash1.16%
Equity98.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK
4%₹264 Cr12,506,782
Dixon Technologies (India) Ltd (Technology)
Equity, Since 28 Feb 22 | DIXON
4%₹246 Cr155,335
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | TRENT
4%₹227 Cr334,743
↑ 22,209
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH
4%₹220 Cr2,246,434
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE
4%₹216 Cr1,305,659
Coforge Ltd (Technology)
Equity, Since 31 Mar 22 | COFORGE
3%₹204 Cr234,918
BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE
3%₹204 Cr436,534
L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF
3%₹192 Cr13,455,088
↑ 490,532
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 22 | JKCEMENT
3%₹161 Cr376,558
Ethos Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | 543532
3%₹157 Cr479,675

4. L&T Midcap Fund

To generate capital appreciation by investing primarily in midcap stocks. The scheme will invest primarily in companies whose market capitalization falls between the highest and the lowest constituent of the Nifty Free Float Midcap 100.

L&T Midcap Fund is a Equity - Mid Cap fund was launched on 9 Aug 04. It is a fund with High risk and has given a CAGR/Annualized return of 19.9% since its launch.  Ranked 5 in Mid Cap category.  Return for 2023 was 40% , 2022 was 1.1% and 2021 was 30.4% .

Below is the key information for L&T Midcap Fund

L&T Midcap Fund
Growth
Launch Date 9 Aug 04
NAV (24 Dec 24) ₹404.559 ↓ -2.08   (-0.51 %)
Net Assets (Cr) ₹11,912 on 30 Nov 24
Category Equity - Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.77
Sharpe Ratio 2.6
Information Ratio 0.14
Alpha Ratio 12.22
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 Nov 19₹10,000
30 Nov 20₹11,451
30 Nov 21₹15,268
30 Nov 22₹15,982
30 Nov 23₹20,968
30 Nov 24₹29,539

L&T 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 ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for L&T 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 24 Dec 24

DurationReturns
1 Month 5.8%
3 Month -1.8%
6 Month 8.6%
1 Year 41.2%
3 Year 26.1%
5 Year 25.4%
10 Year
15 Year
Since launch 19.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 40%
2022 1.1%
2021 30.4%
2020 19%
2019 -0.2%
2018 -12%
2017 52.3%
2016 9.8%
2015 10.8%
2014 81.6%
Fund Manager information for L&T Midcap Fund
NameSinceTenure
Venugopal Manghat1 Oct 231.17 Yr.
Cheenu Gupta26 Nov 222.02 Yr.
Sonal Gupta1 Oct 231.17 Yr.

Data below for L&T Midcap Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Industrials32.67%
Financial Services20.17%
Consumer Cyclical12.88%
Technology10.29%
Real Estate6.73%
Health Care6.47%
Utility5.25%
Consumer Defensive2.31%
Basic Materials1.62%
Communication Services0.05%
Asset Allocation
Asset ClassValue
Cash1.57%
Equity98.43%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Suzlon Energy Ltd (Industrials)
Equity, Since 31 Mar 24 | SUZLON
5%₹605 Cr90,407,100
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 May 24 | 500093
4%₹509 Cr7,222,000
↑ 1,955,800
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 19 | 500251
4%₹453 Cr634,900
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 24 | DIXON
4%₹429 Cr304,800
JSW Energy Ltd (Utilities)
Equity, Since 31 Mar 24 | JSWENERGY
4%₹427 Cr6,288,700
↑ 767,500
HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Dec 22 | HDFCAMC
4%₹415 Cr964,400
PB Fintech Ltd (Financial Services)
Equity, Since 31 Jan 24 | 543390
3%₹400 Cr2,351,700
↑ 189,500
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | 543320
3%₹355 Cr14,675,800
Cummins India Ltd (Industrials)
Equity, Since 30 Apr 18 | 500480
3%₹340 Cr970,100
Godrej Properties Ltd (Real Estate)
Equity, Since 31 Mar 17 | GODREJPROP
3%₹338 Cr1,175,100

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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