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5 सर्वश्रेष्ठ प्रदर्शन करने वाला एकमुश्त निवेश 2022 - 2023

Updated on January 19, 2025 , 151843 views

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

Lump sum Investments

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

एकमुश्त म्युचुअल फंड निवेश के लिए टिप्स

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

योजना संपत्ति का आकार

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

फंड आयु

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

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बेस्ट लम्पसम इक्विटी म्यूचुअल फंड 2022 - 2023

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

शीर्ष 5 एकमुश्त लार्ज कैप इक्विटी म्यूचुअल फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)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 ₹82.7274
↓ -1.56 		₹35,700 5,000 -6.8-5.112.417.918.218.2
HDFC Top 100 Fund Growth ₹1,060.16
↓ -17.19 		₹35,975 5,000 -8-6.17.21516.411.6
ICICI Prudential Bluechip Fund Growth ₹100.68
↓ -1.27 		₹63,264 5,000 -7.2-4.611.314.917.716.9
DSP BlackRock TOP 100 Equity Growth ₹435.871
↓ -6.93 		₹4,504 1,000 -6.3-316.514.61420.5
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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शीर्ष 5 एकमुश्त मिड कैप इक्विटी म्यूचुअल फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Motilal Oswal Midcap 30 Fund  Growth ₹97.1193
↓ -4.25 		₹26,421 5,000 -7.90.731.428.228.557.1
Edelweiss Mid Cap Fund Growth ₹93.511
↓ -2.58 		₹8,666 5,000 -6.11.925.922.426.938.9
PGIM India Midcap Opportunities Fund Growth ₹59.18
↓ -1.47 		₹11,285 5,000 -7.5-411.19.925.221
SBI Magnum Mid Cap Fund Growth ₹225.84
↓ -2.88 		₹21,818 5,000 -6.5-214.616.124.920.3
Invesco India Mid Cap Fund Growth ₹157.54
↓ -4.17 		₹6,150 5,000 -5.3327.120.824.643.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Jan 25

शीर्ष 5 एकमुश्त स्मॉल कैप म्यूचुअल फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
L&T Emerging Businesses Fund Growth ₹80.9148
↓ -2.20 		₹17,386 5,000 -8.8-3.11519.227.428.5
Kotak Small Cap Fund Growth ₹256.262
↓ -4.19 		₹17,778 5,000 -9.2-3.915.714.926.825.5
DSP BlackRock Small Cap Fund  Growth ₹187.606
↓ -1.95 		₹16,634 1,000 -6.10.615.317.626.625.6
HDFC Small Cap Fund Growth ₹130.877
↓ -2.14 		₹33,893 5,000 -5.8-2.210.119.526.320.4
Franklin India Smaller Companies Fund Growth ₹166.536
↓ -2.84 		₹14,069 5,000 -8-7.111.521.226.123.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Jan 25

टॉप 5 एकमुश्त डायवर्सिफाइड/मल्टी कैप इक्विटी म्यूचुअल फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
IDBI Diversified Equity Fund Growth ₹37.99
↑ 0.14 		₹382 5,000 10.213.213.522.712
JM Multicap Fund Growth ₹97.1316
↓ -2.44 		₹5,338 5,000 -8.3-6.721.822.622.733.3
Nippon India Multi Cap Fund Growth ₹272.172
↓ -5.04 		₹39,385 5,000 -9.1-516.822.122.425.8
HDFC Equity Fund Growth ₹1,795.27
↓ -22.89 		₹66,344 5,000 -5.8-2.617.921.221.923.5
ICICI Prudential Multicap Fund Growth ₹739.4
↓ -8.56 		₹14,019 5,000 -7.3-3.614.81819.420.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23

टॉप 5 एकमुश्त (ईएलएसएस) इक्विटी लिंक्ड सेविंग स्कीम

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
SBI Magnum Tax Gain Fund Growth ₹411.009
↓ -5.76 		₹27,791 500 -7-3.719.622.422.827.7
Motilal Oswal Long Term Equity Fund Growth ₹49.2552
↓ -1.97 		₹4,415 500 -9.43.327.221.62147.7
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
HDFC Tax Saver Fund Growth ₹1,278.09
↓ -16.40 		₹15,729 500 -6.6-4.415.719.919.721.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Jan 25

शीर्ष 5 एकमुश्त सेक्टर इक्विटी म्यूचुअल फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
SBI PSU Fund Growth ₹29.7802
↓ -0.47 		₹4,572 5,000 -8.5-11.415.531.423.323.5
Invesco India PSU Equity Fund Growth ₹58.07
↓ -1.00 		₹1,286 5,000 -10.3-1417.529.924.925.6
ICICI Prudential Infrastructure Fund Growth ₹178.24
↓ -2.95 		₹6,911 5,000 -8.4-6.118.429.328.127.4
HDFC Infrastructure Fund Growth ₹44.193
↓ -0.73 		₹2,465 5,000 -8.4-8.414.828.123.323
Nippon India Power and Infra Fund Growth ₹327.977
↓ -7.74 		₹7,453 5,000 -9.8-10.61627.626.926.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Jan 25

बेस्ट लम्पसम डेट फंड 2022 - 2023

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

शीर्ष 5 एकमुश्त अल्ट्रा शॉर्ट टर्म डेट म्यूचुअल फंड

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

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Aditya Birla Sun Life Savings Fund Growth ₹529.302
↑ 0.08 		₹16,349 1,000 1.83.87.86.67.97.81%5M 23D7M 20D
ICICI Prudential Ultra Short Term Fund Growth ₹26.7787
↑ 0.01 		₹13,502 5,000 1.73.57.56.47.57.6%4M 28D5M 16D
Invesco India Ultra Short Term Fund Growth ₹2,608.27
↑ 0.47 		₹1,424 5,000 1.73.57.46.17.57.53%5M 4D5M 15D
SBI Magnum Ultra Short Duration Fund Growth ₹5,779.23
↑ 1.19 		₹12,178 5,000 1.73.67.46.37.47.54%5M 8D10M 2D
Nippon India Ultra Short Duration Fund Growth ₹3,899.65
↑ 0.72 		₹7,695 100 1.73.57.26.27.27.72%5M 7D6M 9D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Jan 25

शीर्ष 5 एकमुश्त शॉर्ट टर्म डेट म्यूचुअल फंड

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

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)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 ₹30.7433
↑ 0.02 		₹14,816 5,000 1.748.36.48.37.61%2Y 10M 2D4Y 1M 13D
Axis Short Term Fund Growth ₹29.6337
↑ 0.02 		₹8,879 5,000 1.848.16.287.59%2Y 9M 22D3Y 8M 19D
Nippon India Short Term Fund Growth ₹50.6524
↑ 0.03 		₹7,469 5,000 1.7486.187.62%2Y 10M 2D3Y 7M 20D
Principal Short Term Debt Fund Growth ₹42.5939
↑ 0.02 		₹218 5,000 1.64.186.27.97.41%2Y 6M 25D3Y 5M 20D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 21

शीर्ष 5 एकमुश्त लिक्विड म्युचुअल फंड

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

FundNAVNet Assets (Cr)Min Investment1 MO (%)3 MO (%)6 MO (%)1 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Axis Liquid Fund Growth ₹2,819.74
↑ 0.54 		₹30,917 500 0.61.83.57.47.47.26%1M 29D1M 29D
DSP BlackRock Liquidity Fund Growth ₹3,616.45
↑ 0.69 		₹17,017 1,000 0.61.83.67.47.47.23%1M 20D1M 28D
Invesco India Liquid Fund Growth ₹3,481.58
↑ 0.66 		₹11,745 5,000 0.61.73.57.47.47.23%1M 20D1M 20D
LIC MF Liquid Fund Growth ₹4,581.35
↑ 0.88 		₹9,444 5,000 0.61.73.57.47.47.02%1M 6D1M 6D
ICICI Prudential Liquid Fund Growth ₹375.025
↑ 0.07 		₹49,653 500 0.61.73.57.37.47.08%1M 6D1M 9D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Jan 25

शीर्ष 5 एकमुश्त गिल्ट म्युचुअल फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
ICICI Prudential Gilt Fund Growth ₹98.5385
↑ 0.08 		₹6,811 5,000 1.748.37.28.26.9%3Y 8M 19D6Y 6M 18D
SBI Magnum Gilt Fund Growth ₹63.6915
↑ 0.19 		₹11,265 5,000 1.13.78.978.96.88%9Y 10M 10D24Y 6M 14D
DSP BlackRock Government Securities Fund Growth ₹92.5542
↑ 0.28 		₹1,782 1,000 0.93.7106.710.17.03%10Y 2M 26D26Y 7M 13D
Invesco India Gilt Fund Growth ₹2,743.08
↑ 9.71 		₹1,504 5,000 0.93.49.76.6107.1%11Y 4M 6D29Y 10M 24D
Axis Gilt Fund Growth ₹24.6324
↑ 0.09 		₹934 5,000 1.34.1106.5107.08%10Y 7M 6D27Y 3M 7D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Jan 25

शीर्ष 5 एकमुश्त कॉर्पोरेट बॉन्ड म्यूचुअल फंड

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 ₹28.6396
↑ 0.01 		₹29,118 5,000 1.73.98.16.987.61%2Y 4M 24D3Y 10M 17D
Aditya Birla Sun Life Corporate Bond Fund Growth ₹108.473
↑ 0.07 		₹24,979 1,000 1.74.18.66.78.57.51%3Y 6M 29D5Y 3M 11D
Nippon India Prime Debt Fund Growth ₹57.4834
↑ 0.03 		₹6,566 1,000 1.64.28.56.78.47.42%3Y 10M 13D5Y 1M 13D
HDFC Corporate Bond Fund Growth ₹31.2705
↑ 0.02 		₹32,374 5,000 1.64.18.66.58.67.47%3Y 10M 17D6Y 25D
Kotak Corporate Bond Fund Standard Growth ₹3,619.53
↑ 1.77 		₹14,150 5,000 1.64.18.36.38.37.49%3Y 3M 22D5Y 29D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Jan 25

शीर्ष 5 एकमुश्त क्रेडिट जोखिम म्युचुअल फंड

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 ₹11.8296
↑ 0.00 		₹114 5,000 1.22.5639.767.04%6M 29D8M 16D
Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04 		₹104 5,000 2.957.511 0%
DSP BlackRock Credit Risk Fund Growth ₹42.1291
↑ 0.02 		₹189 1,000 1.83.87.8117.87.99%1Y 11M 1D2Y 7M 6D
Aditya Birla Sun Life Credit Risk Fund Growth ₹20.6381
↑ 0.01 		₹918 1,000 1.77.112.18.711.98.26%2Y 1M 13D3Y 4M 24D
Invesco India Credit Risk Fund Growth ₹1,822.41
↑ 1.25 		₹141 5,000 1.63.57.37.17.37.64%3Y 5M 12D4Y 10M 28D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Jan 25

बेस्ट लम्पसम हाइब्रिड फंड 2022 - 2023

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

शीर्ष 5 एकमुश्त बैलेंस्ड म्यूचुअल फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
HDFC Balanced Advantage Fund Growth ₹487.764
↓ -4.48 		₹95,521 5,000 -3.9-2.6122019.416.7
JM Equity Hybrid Fund Growth ₹115.936
↓ -1.72 		₹763 5,000 -8.7-6.313.419.222.727
ICICI Prudential Multi-Asset Fund Growth ₹700.565
↑ 2.09 		₹51,027 5,000 -21.216.517.92016.1
ICICI Prudential Equity and Debt Fund Growth ₹357.13
↓ -4.37 		₹39,770 5,000 -5.8-2.313.41720.417.2
UTI Multi Asset Fund Growth ₹69.6741
↓ -0.83 		₹4,963 5,000 -4.3-0.515.316.614.720.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Jan 25

शीर्ष 5 एकमुश्त आक्रामक हाइब्रिड फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
JM Equity Hybrid Fund Growth ₹115.936
↓ -1.72 		₹763 5,000 -8.7-6.313.419.222.727
ICICI Prudential Equity and Debt Fund Growth ₹357.13
↓ -4.37 		₹39,770 5,000 -5.8-2.313.41720.417.2
Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 		₹1,954 5,000 0.510.527.11614.2
UTI Hybrid Equity Fund Growth ₹382.328
↓ -3.73 		₹6,099 1,000 -4.6-1.714.914.917.419.7
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹36.51
↓ -0.71 		₹1,108 5,000 -5-2.914.714.82425.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Jan 25

शीर्ष 5 एकमुश्त कंजर्वेटिव हाइब्रिड फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
HDFC Balanced Advantage Fund Growth ₹487.764
↓ -4.48 		₹95,521 5,000 -3.9-2.6122019.416.7
JM Equity Hybrid Fund Growth ₹115.936
↓ -1.72 		₹763 5,000 -8.7-6.313.419.222.727
ICICI Prudential Multi-Asset Fund Growth ₹700.565
↑ 2.09 		₹51,027 5,000 -21.216.517.92016.1
ICICI Prudential Equity and Debt Fund Growth ₹357.13
↓ -4.37 		₹39,770 5,000 -5.8-2.313.41720.417.2
UTI Multi Asset Fund Growth ₹69.6741
↓ -0.83 		₹4,963 5,000 -4.3-0.515.316.614.720.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Jan 25

शीर्ष 5 एकमुश्त आर्बिट्राज फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Kotak Equity Arbitrage Fund Growth ₹36.3767
↑ 0.01 		₹54,913 5,000 1.73.47.76.65.67.8
UTI Arbitrage Fund Growth ₹34.003
↑ 0.01 		₹6,695 5,000 1.73.47.66.35.47.7
Edelweiss Arbitrage Fund Growth ₹18.8224
↑ 0.00 		₹12,136 5,000 1.73.37.66.45.57.7
HDFC Arbitrage Fund Growth ₹29.762
↑ 0.01 		₹16,867 100,000 1.63.47.56.45.37.7
Invesco India Arbitrage Fund Growth ₹30.988
↑ 0.01 		₹18,910 5,000 1.63.47.56.75.67.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Jan 25

शीर्ष 5 एकमुश्त गतिशील आवंटन निधि

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
HDFC Balanced Advantage Fund Growth ₹487.764
↓ -4.48 		₹95,521 5,000 -3.9-2.6122019.416.7
BOI AXA Equity Debt Rebalancer Fund Growth ₹23.3043
↓ -0.27 		₹133 5,000 -6.3-6.53.312.110.26.4
ICICI Prudential Balanced Advantage Fund Growth ₹68.4
↓ -0.45 		₹60,434 5,000 -3-0.110.211.512.312.3
Axis Dynamic Equity Fund Growth ₹19.89
↓ -0.17 		₹2,634 5,000 -2.50.81511.411.717.5
Invesco India Dynamic Equity Fund Growth ₹51.23
↓ -0.65 		₹945 5,000 -3.3-0.411.411.311.215.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Jan 25

शीर्ष 5 एकमुश्त मल्टी एसेट एलोकेशन फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
ICICI Prudential Multi-Asset Fund Growth ₹700.565
↑ 2.09 		₹51,027 5,000 -21.216.517.92016.1
UTI Multi Asset Fund Growth ₹69.6741
↓ -0.83 		₹4,963 5,000 -4.3-0.515.316.614.720.7
Edelweiss Multi Asset Allocation Fund Growth ₹59.26
↓ -0.88 		₹2,363 5,000 -4.7-1.114.51516.920.2
SBI Multi Asset Allocation Fund Growth ₹54.8486
↓ -0.25 		₹6,983 5,000 -2.9-0.411.513.713.512.8
HDFC Multi-Asset Fund Growth ₹66.278
↓ -0.36 		₹3,844 5,000 -2.9-0.21211.414.213.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Jan 25

शीर्ष 5 एकमुश्त इक्विटी बचत निधि

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
L&T Equity Savings Fund Growth ₹32.4069
↓ -0.64 		₹646 5,000 -1.52.917.31212.324
Kotak Equity Savings Fund Growth ₹24.9513
↓ -0.16 		₹8,177 5,000 -1.20.59.410.510.711.7
Principal Equity Savings Fund Growth ₹66.8152
↓ -0.41 		₹1,051 5,000 -21.711.19.712.512.6
SBI Equity Savings Fund Growth ₹22.9347
↑ 0.06 		₹5,870 1,000 -1.42.19.39.410.712
Edelweiss Equity Savings Fund Growth ₹23.9421
↓ -0.12 		₹561 5,000 0.22.911.49.310.413.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Jan 25

शीर्ष 5 एकमुश्त समाधान उन्मुख योजनाएं

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
HDFC Retirement Savings Fund - Equity Plan Growth ₹47.295
↓ -0.66 		₹6,049 5,000 -6.9-4.211.317.421.818
HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹36.405
↓ -0.37 		₹1,581 5,000 -5.2-2.99.212.915.814
ICICI Prudential Child Care Plan (Gift) Growth ₹295.26
↓ -3.97 		₹1,305 5,000 -6.8-3.611.514.51516.9
Tata Retirement Savings Fund - Progressive Growth ₹62.7224
↓ -1.42 		₹2,122 5,000 -5.5-2.115.813.114.721.7
Tata Retirement Savings Fund-Moderate Growth ₹61.3375
↓ -1.07 		₹2,182 5,000 -4.5-1.114.812.213.919.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Jan 25

1 महीने के प्रदर्शन पर सर्वश्रेष्ठ एकमुश्त म्युचुअल फंड

1. DSP BlackRock World Mining Fund

The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in the units of BlackRock Global Funds – World Mining 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 Mining Fund is a Equity - Global fund was launched on 29 Dec 09. It is a fund with High risk and has given a CAGR/Annualized return of 3.2% since its launch.  Ranked 19 in Global category.  Return for 2024 was -8.1% , 2023 was 0% and 2022 was 12.2% .

Below is the key information for DSP BlackRock World Mining Fund

DSP BlackRock World Mining Fund
Growth
Launch Date 29 Dec 09
NAV (20 Jan 25) ₹16.0692 ↑ 0.22   (1.39 %)
Net Assets (Cr) ₹124 on 31 Dec 24
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating ☆☆☆
Risk High
Expense Ratio 1.1
Sharpe Ratio -0.62
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
31 Dec 19₹10,000
31 Dec 20₹13,489
31 Dec 21₹15,922
31 Dec 22₹17,857
31 Dec 23₹17,860
31 Dec 24₹16,418

DSP BlackRock World Mining Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 Invest Now

Returns for DSP BlackRock World Mining Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Jan 25

DurationReturns
1 Month 7.9%
3 Month -7.7%
6 Month -1.5%
1 Year 8.9%
3 Year 0.3%
5 Year 11.8%
10 Year
15 Year
Since launch 3.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 -8.1%
2022 0%
2021 12.2%
2020 18%
2019 34.9%
2018 21.5%
2017 -9.4%
2016 21.1%
2015 49.7%
2014 -36%
Fund Manager information for DSP BlackRock World Mining Fund
NameSinceTenure
Jay Kothari1 Mar 1311.85 Yr.

Data below for DSP BlackRock World Mining Fund as on 31 Dec 24

Equity Sector Allocation
SectorValue
Basic Materials95.04%
Energy2.33%
Asset Allocation
Asset ClassValue
Cash1.66%
Equity98.32%
Debt0.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF World Mining I2
Investment Fund | -		99%₹123 Cr219,288
↓ -1,588
Treps / Reverse Repo Investments
CBLO/Reverse Repo | -		1%₹1 Cr
Net Receivables/Payables
Net Current Assets | -		0%₹0 Cr

2. 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 3.8% 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 (20 Jan 25) ₹17.7938 ↑ 0.18   (1.01 %)
Net Assets (Cr) ₹90 on 31 Dec 24
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating ☆☆
Risk High
Expense Ratio 1.2
Sharpe Ratio -0.94
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
31 Dec 19₹10,000
31 Dec 20₹10,003
31 Dec 21₹12,950
31 Dec 22₹11,830
31 Dec 23₹13,353
31 Dec 24₹12,442

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 ₹349,120.
Net Profit of ₹49,120 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 20 Jan 25

DurationReturns
1 Month 6.4%
3 Month -3.3%
6 Month -1.5%
1 Year 5.2%
3 Year 2.3%
5 Year 5.3%
10 Year
15 Year
Since launch 3.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 -6.8%
2022 12.9%
2021 -8.6%
2020 29.5%
2019 0%
2018 18.2%
2017 -11.3%
2016 -1.9%
2015 22.5%
2014 -20.9%
Fund Manager information for DSP BlackRock World Energy Fund
NameSinceTenure
Jay Kothari1 Mar 1311.85 Yr.

Data below for DSP BlackRock World Energy Fund as on 31 Dec 24

Equity Sector Allocation
SectorValue
Industrials36.2%
Technology31.37%
Utility22.7%
Basic Materials5.83%
Consumer Cyclical0.76%
Asset Allocation
Asset ClassValue
Cash3.1%
Equity96.87%
Debt0.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF Sustainable Energy I2
Investment Fund | -		99%₹94 Cr578,583
↓ -235,694
Treps / Reverse Repo Investments
CBLO/Reverse Repo | -		1%₹1 Cr
Net Receivables/Payables
Net Current Assets | -		0%₹0 Cr

3. Kotak Global Emerging Market Fund

The investment objective of the scheme is to provide long-term capital appreciation by investing in an overseas mutual fund scheme that invests in a diversified portfolio of securities as prescribed by SEBI from time to time in global emerging markets.

Kotak Global Emerging Market Fund is a Equity - Global fund was launched on 26 Sep 07. It is a fund with High risk and has given a CAGR/Annualized return of 4.8% since its launch.  Ranked 17 in Global category.  Return for 2024 was 5.9% , 2023 was 10.8% and 2022 was -15% .

Below is the key information for Kotak Global Emerging Market Fund

Kotak Global Emerging Market Fund
Growth
Launch Date 26 Sep 07
NAV (20 Jan 25) ₹22.591 ↑ 0.20   (0.88 %)
Net Assets (Cr) ₹86 on 31 Dec 24
Category Equity - Global
AMC Kotak Mahindra Asset Management Co Ltd
Rating ☆☆☆
Risk High
Expense Ratio 1.66
Sharpe Ratio -0.08
Information Ratio -0.64
Alpha Ratio -3.4
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 19₹10,000
31 Dec 20₹12,911
31 Dec 21₹12,849
31 Dec 22₹10,928
31 Dec 23₹12,105
31 Dec 24₹12,815

Kotak Global Emerging Market Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹349,120.
Net Profit of ₹49,120 Invest Now

Returns for Kotak Global Emerging Market Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Jan 25

DurationReturns
1 Month 6%
3 Month -4.9%
6 Month 0.4%
1 Year 10%
3 Year 0.2%
5 Year 5.1%
10 Year
15 Year
Since launch 4.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 5.9%
2022 10.8%
2021 -15%
2020 -0.5%
2019 29.1%
2018 21.4%
2017 -14.4%
2016 30.4%
2015 -1.2%
2014 -4.6%
Fund Manager information for Kotak Global Emerging Market Fund
NameSinceTenure
Arjun Khanna9 May 195.65 Yr.

Data below for Kotak Global Emerging Market Fund as on 31 Dec 24

Equity Sector Allocation
SectorValue
Technology21.9%
Financial Services21.41%
Consumer Cyclical18.51%
Basic Materials8.13%
Communication Services6.23%
Consumer Defensive4.97%
Energy4.85%
Industrials4.23%
Health Care2.18%
Utility0.93%
Asset Allocation
Asset ClassValue
Cash6.17%
Equity93.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
CI Emerging Markets Class A
Investment Fund | -		97%₹85 Cr415,381
↓ -246
Triparty Repo
CBLO/Reverse Repo | -		4%₹3 Cr
Net Current Assets/(Liabilities)
Net Current Assets | -		1%-₹1 Cr

4. IDBI Gold Fund

The investment objective of the Scheme will be to generate returns that correspond closely to the returns generated by IDBI Gold Exchange Traded Fund (IDBI GOLD ETF).

IDBI Gold Fund is a Gold - Gold fund was launched on 14 Aug 12. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 6.2% since its launch.  Return for 2024 was 18.7% , 2023 was 14.8% and 2022 was 12% .

Below is the key information for IDBI Gold Fund

IDBI Gold Fund
Growth
Launch Date 14 Aug 12
NAV (21 Jan 25) ₹21.0302 ↑ 0.06   (0.28 %)
Net Assets (Cr) ₹72 on 31 Dec 24
Category Gold - Gold
AMC IDBI Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 0.65
Sharpe Ratio 0.83
Information Ratio 0
Alpha Ratio 0
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
31 Dec 19₹10,000
31 Dec 20₹12,416
31 Dec 21₹11,923
31 Dec 22₹13,352
31 Dec 23₹15,322
31 Dec 24₹18,180

IDBI 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 ₹426,080.
Net Profit of ₹126,080 Invest Now

Returns for IDBI 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 20 Jan 25

DurationReturns
1 Month 5.9%
3 Month 1.6%
6 Month 7.4%
1 Year 26.5%
3 Year 16.9%
5 Year 13.3%
10 Year
15 Year
Since launch 6.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 18.7%
2022 14.8%
2021 12%
2020 -4%
2019 24.2%
2018 21.6%
2017 5.8%
2016 1.4%
2015 8.3%
2014 -8.7%
Fund Manager information for IDBI Gold Fund
NameSinceTenure
Sumit Bhatnagar1 Jun 240.58 Yr.

Data below for IDBI Gold Fund as on 31 Dec 24

Asset Allocation
Asset ClassValue
Cash1.17%
Other98.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
LIC MF Gold ETF
- | -		100%₹71 Cr103,201
↑ 3,300
Treps
CBLO/Reverse Repo | -		1%₹0 Cr
Net Receivables / (Payables)
Net Current Assets | -		0%₹0 Cr

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

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