fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-48913909सर्वोत्तम कामगिरी एकरकमी गुंतवणूक 2022 - 2023 | Fincash.com

Fincash »म्युच्युअल फंड »सर्वोत्कृष्ट लम्पसम गुंतवणूक

Table of Contents

5 सर्वोत्कृष्ट कामगिरी एकरकमी गुंतवणूक 2022 - 2023

Updated on April 20, 2025 , 152765 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?

  1. Fincash.com वर आजीवन मोफत गुंतवणूक खाते उघडा.

  2. तुमची नोंदणी आणि KYC प्रक्रिया पूर्ण करा

  3. दस्तऐवज अपलोड करा (PAN, आधार इ.).आणि, तुम्ही गुंतवणूक करण्यास तयार आहात!

    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 (%)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 ₹85.8921
↑ 0.21 		₹37,546 5,000 3.8-1.78.419.827.118.2
DSP BlackRock TOP 100 Equity Growth ₹465.091
↑ 1.82 		₹5,070 1,000 6.71.217.319.322.820.5
ICICI Prudential Bluechip Fund Growth ₹105.56
↑ 0.05 		₹64,963 5,000 4.6-1.610.117.625.316.9
HDFC Top 100 Fund Growth ₹1,106.77
↑ 0.27 		₹36,109 5,000 4-2.67.616.624.611.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

शीर्ष 5 एकरकमी मिड कॅप इक्विटी म्युच्युअल फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Motilal Oswal Midcap 30 Fund  Growth ₹93.0829
↑ 0.70 		₹26,028 5,000 -2.5-9.915.226.436.657.1
Edelweiss Mid Cap Fund Growth ₹93.5
↑ 0.94 		₹8,634 5,000 1.4-3.918.923.133.738.9
SBI Magnum Mid Cap Fund Growth ₹227.589
↑ 1.94 		₹20,890 5,000 1.7-4.210.617.632.220.3
PGIM India Midcap Opportunities Fund Growth ₹60.7
↑ 0.51 		₹10,302 5,000 3.7-3.111.313.230.721
Invesco India Mid Cap Fund Growth ₹159.5
↑ 1.33 		₹5,779 5,000 3-1.321.522.930.743.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Apr 25

शीर्ष 5 एकरकमी स्मॉल कॅप म्युच्युअल फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
L&T Emerging Businesses Fund Growth ₹75.6006
↑ 0.67 		₹13,334 5,000 -4.5-11.73.918.235.728.5
HDFC Small Cap Fund Growth ₹125.488
↑ 0.83 		₹30,223 5,000 -3-71.819.334.720.4
Franklin India Smaller Companies Fund Growth ₹161.018
↑ 1.44 		₹11,970 5,000 -1.9-8.23.521.334.723.2
Kotak Small Cap Fund Growth ₹244.152
↑ 2.06 		₹15,706 5,000 -3.5-10.671433.925.5
ICICI Prudential Smallcap Fund Growth ₹80.1
↑ 0.30 		₹7,392 5,000 -2.4-8.83.31633.515.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Apr 25

टॉप 5 एकरकमी डायव्हर्सिफाइड/मल्टी कॅप इक्विटी म्युच्युअल फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
JM Multicap Fund Growth ₹94.9619
↑ 0.14 		₹5,263 5,000 -2-87.323.428.233.3
Nippon India Multi Cap Fund Growth ₹278.911
↑ 1.31 		₹38,637 5,000 3.2-4.79.722.832.525.8
IDBI Diversified Equity Fund Growth ₹37.99
↑ 0.14 		₹382 5,000 10.213.213.522.712
HDFC Equity Fund Growth ₹1,919.31
↑ 5.27 		₹69,639 5,000 6.7218.122.731.123.5
Motilal Oswal Multicap 35 Fund Growth ₹57.1468
↓ -0.04 		₹12,267 5,000 2.2-4.616.120.822.545.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Apr 25

टॉप 5 एकरकमी (ELSS) इक्विटी लिंक्ड सेव्हिंग स्कीम

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
SBI Magnum Tax Gain Fund Growth ₹417.145
↑ 1.49 		₹27,730 500 1.8-4.29.623.829.627.7
Motilal Oswal Long Term Equity Fund Growth ₹47.2753
↑ 0.25 		₹3,817 500 -0.9-10.31023.12747.7
HDFC Tax Saver Fund Growth ₹1,361.72
↑ 4.27 		₹15,556 500 6.50.615.922.528.621.3
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 22 Apr 25

टॉप 5 एकरकमी सेक्टर इक्विटी म्युच्युअल फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
SBI PSU Fund Growth ₹31.2487
↓ -0.02 		₹4,789 5,000 6.4-1.14.830.631.323.5
Franklin India Opportunities Fund Growth ₹237.964
↑ 0.97 		₹6,047 5,000 1.3-2.913.529.132.837.3
Invesco India PSU Equity Fund Growth ₹60.02
↓ -0.04 		₹1,217 5,000 5.1-45.428.82925.6
HDFC Infrastructure Fund Growth ₹45.134
↓ -0.06 		₹2,329 5,000 3-4.44.528.535.323
ICICI Prudential Infrastructure Fund Growth ₹182.22
↓ -0.27 		₹7,214 5,000 2.7-4.47.32838.927.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Apr 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 (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Aditya Birla Sun Life Savings Fund Growth ₹541.107
↑ 0.25 		₹13,294 1,000 2.24.17.977.97.75%6M 25D7M 28D
SBI Magnum Ultra Short Duration Fund Growth ₹5,901.32
↑ 1.35 		₹12,470 5,000 2.13.87.56.77.47.28%5M 8D8M 16D
ICICI Prudential Ultra Short Term Fund Growth ₹27.3475
↑ 0.01 		₹12,674 5,000 2.13.87.56.87.57.53%5M 8D7M 28D
Invesco India Ultra Short Term Fund Growth ₹2,664.57
↑ 0.59 		₹859 5,000 2.13.87.46.67.57.49%6M 13D7M 2D
Kotak Savings Fund Growth ₹42.3589
↑ 0.01 		₹11,873 5,000 2.13.87.46.67.27.32%6M 4D6M 14D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Apr 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 (%)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
IDFC Bond Fund Short Term Plan Growth ₹56.5949
↑ 0.02 		₹9,674 5,000 3.14.99.577.87.38%2Y 10M 17D3Y 8M 16D
Axis Short Term Fund Growth ₹30.589
↑ 0.02 		₹9,024 5,000 3.25.19.57.187.48%2Y 9M 4D3Y 7M 20D
HDFC Short Term Debt Fund Growth ₹31.6913
↑ 0.02 		₹14,208 5,000 34.89.57.38.37.47%2Y 9M 22D4Y 2M 5D
Nippon India Short Term Fund Growth ₹52.2323
↑ 0.02 		₹6,232 5,000 3.14.99.4787.65%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

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 (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Axis Liquid Fund Growth ₹2,873.19
↑ 0.49 		₹32,609 500 0.71.93.77.37.47.08%2M 4D2M 4D
DSP BlackRock Liquidity Fund Growth ₹3,683.95
↑ 0.64 		₹15,829 1,000 0.71.83.67.37.46.95%1M 20D1M 28D
Invesco India Liquid Fund Growth ₹3,546.78
↑ 0.61 		₹10,945 5,000 0.71.93.67.37.47.01%2M 5D2M 5D
Aditya Birla Sun Life Liquid Fund Growth ₹415.835
↑ 0.07 		₹41,051 5,000 0.71.93.67.37.37.2%2M 8D2M 8D
UTI Liquid Cash Plan Growth ₹4,233.52
↑ 0.71 		₹23,383 500 0.71.93.67.37.37%2M 2D2M 2D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Apr 25

शीर्ष 5 एकरकमी गिल्ट म्युच्युअल फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
SBI Magnum Gilt Fund Growth ₹66.8294
↑ 0.22 		₹11,489 5,000 4.7612.38.88.96.97%10Y 2M 1D24Y 14D
DSP BlackRock Government Securities Fund Growth ₹97.1678
↑ 0.52 		₹1,566 1,000 4.85.812.98.610.17.04%11Y 6M29Y 2M 26D
ICICI Prudential Gilt Fund Growth ₹102.712
↑ 0.10 		₹7,133 5,000 4.2611.28.58.26.94%7Y 22D15Y 9M 14D
Axis Gilt Fund Growth ₹25.848
↑ 0.11 		₹868 5,000 4.76.2138.4107%10Y 2M 16D25Y 1M 17D
Invesco India Gilt Fund Growth ₹2,876.58
↑ 11.70 		₹953 5,000 4.65.712.48.2106.96%11Y 11D26Y 10M 2D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Apr 25

शीर्ष 5 एकरकमी कॉर्पोरेट बाँड म्युच्युअल 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 ₹29.5367
↑ 0.02 		₹29,929 5,000 3.14.99.37.787.37%2Y 11M 5D4Y 11M 26D
Nippon India Prime Debt Fund Growth ₹59.5054
↑ 0.04 		₹6,738 1,000 3.55.210.17.68.47.44%3Y 10M 6D5Y 2M 26D
Aditya Birla Sun Life Corporate Bond Fund Growth ₹112.15
↑ 0.10 		₹24,570 1,000 3.35.210.27.68.57.31%3Y 5M 16D4Y 9M 14D
HDFC Corporate Bond Fund Growth ₹32.3091
↑ 0.03 		₹32,527 5,000 3.359.97.58.67.31%3Y 9M5Y 10M 2D
Kotak Corporate Bond Fund Standard Growth ₹3,739.54
↑ 2.56 		₹14,639 5,000 3.359.87.38.37.31%3Y 2M 8D4Y 5M 8D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Apr 25

शीर्ष 5 एकरकमी क्रेडिट जोखीम म्युच्युअल फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
DSP BlackRock Credit Risk Fund Growth ₹48.7366
↑ 0.01 		₹207 1,000 15.617.722.5147.87.81%2Y 2M 8D2Y 11M 12D
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 ₹21.9558
↑ 0.01 		₹970 1,000 6.38.217.110.611.98.29%2Y 5M 16D3Y 9M 29D
Invesco India Credit Risk Fund Growth ₹1,914.88
↑ 0.34 		₹144 5,000 56.710.98.87.37.24%3Y 1M 10D4Y 3M 25D
SBI Credit Risk Fund Growth ₹45.0843
↑ 0.02 		₹2,255 5,000 2.84.89.27.68.18.51%2Y 2M 12D3Y 14D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Apr 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 (%)2023 (%)
JM Equity Hybrid Fund Growth ₹117.258
↑ 0.32 		₹768 5,000 1.4-6.2720.828.127
HDFC Balanced Advantage Fund Growth ₹501.785
↑ 0.39 		₹90,375 5,000 309.619.425.816.7
ICICI Prudential Equity and Debt Fund Growth ₹379.33
↑ 0.10 		₹40,962 5,000 6.1111.618.427.317.2
UTI Multi Asset Fund Growth ₹72.055
↑ 0.34 		₹5,285 5,000 3.3-0.39.718.318.320.7
ICICI Prudential Multi-Asset Fund Growth ₹733.932
↑ 5.34 		₹55,360 5,000 5.42.613.317.92616.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Apr 25

शीर्ष 5 एकरकमी आक्रमक हायब्रिड फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
JM Equity Hybrid Fund Growth ₹117.258
↑ 0.32 		₹768 5,000 1.4-6.2720.828.127
ICICI Prudential Equity and Debt Fund Growth ₹379.33
↑ 0.10 		₹40,962 5,000 6.1111.618.427.317.2
UTI Hybrid Equity Fund Growth ₹392.345
↑ 1.35 		₹5,910 1,000 2.6-0.912.816.923.519.7
Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 		₹1,954 5,000 0.510.527.11614.2
DSP BlackRock Equity and Bond Fund Growth ₹352.445
↑ 1.43 		₹10,425 1,000 5.82.418.71620.317.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Apr 25

टॉप 5 एकरकमी कंझर्वेटिव्ह हायब्रिड फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
JM Equity Hybrid Fund Growth ₹117.258
↑ 0.32 		₹768 5,000 1.4-6.2720.828.127
HDFC Balanced Advantage Fund Growth ₹501.785
↑ 0.39 		₹90,375 5,000 309.619.425.816.7
ICICI Prudential Equity and Debt Fund Growth ₹379.33
↑ 0.10 		₹40,962 5,000 6.1111.618.427.317.2
UTI Multi Asset Fund Growth ₹72.055
↑ 0.34 		₹5,285 5,000 3.3-0.39.718.318.320.7
ICICI Prudential Multi-Asset Fund Growth ₹733.932
↑ 5.34 		₹55,360 5,000 5.42.613.317.92616.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Apr 25

शीर्ष 5 एकरकमी आर्बिट्रेज फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
UTI Arbitrage Fund Growth ₹34.6663
↑ 0.01 		₹6,614 5,000 23.77.46.75.57.7
Kotak Equity Arbitrage Fund Growth ₹37.0723
↑ 0.01 		₹60,373 5,000 1.93.77.46.95.77.8
ICICI Prudential Equity Arbitrage Fund Growth ₹33.9382
↑ 0.01 		₹25,727 5,000 1.93.67.46.75.57.6
Invesco India Arbitrage Fund Growth ₹31.5611
↑ 0.01 		₹19,675 5,000 1.93.67.36.95.77.6
HDFC Arbitrage Fund Growth ₹30.313
↑ 0.01 		₹18,350 100,000 1.83.67.36.75.47.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Apr 25

टॉप 5 एकरकमी डायनॅमिक ऍलोकेशन फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
HDFC Balanced Advantage Fund Growth ₹501.785
↑ 0.39 		₹90,375 5,000 309.619.425.816.7
Axis Dynamic Equity Fund Growth ₹20.54
↑ 0.05 		₹2,808 5,000 3.31.5141414.417.5
ICICI Prudential Balanced Advantage Fund Growth ₹71.26
↑ 0.08 		₹60,591 5,000 4.21.710.512.717.212.3
Nippon India Balanced Advantage Fund Growth ₹172.12
↑ 0.35 		₹8,808 5,000 3.51.39.612.61613
Aditya Birla Sun Life Balanced Advantage Fund Growth ₹102.86
↑ 0.31 		₹7,321 1,000 4.11.611.812.516.313
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Apr 25

टॉप 5 एकरकमी मल्टी अॅसेट ऍलोकेशन फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
UTI Multi Asset Fund Growth ₹72.055
↑ 0.34 		₹5,285 5,000 3.3-0.39.718.318.320.7
ICICI Prudential Multi-Asset Fund Growth ₹733.932
↑ 5.34 		₹55,360 5,000 5.42.613.317.92616.1
Edelweiss Multi Asset Allocation Fund Growth ₹61.01
↑ 0.16 		₹2,487 5,000 3.2-0.712.316.622.120.2
SBI Multi Asset Allocation Fund Growth ₹56.5081
↑ 0.14 		₹7,674 5,000 3.10.89.314.115.212.8
HDFC Multi-Asset Fund Growth ₹69.568
↑ 0.30 		₹3,837 5,000 4.82.711.713.618.913.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Apr 25

शीर्ष 5 एकरकमी इक्विटी बचत निधी

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
L&T Equity Savings Fund Growth ₹31.7843
↑ 0.07 		₹624 5,000 -0.9-2.37.711.114.824
Kotak Equity Savings Fund Growth ₹25.4618
↑ 0.03 		₹8,043 5,000 2.21.58.110.912.911.7
Principal Equity Savings Fund Growth ₹68.6319
↓ -0.01 		₹976 5,000 2.71.49.110.914.912.6
DSP BlackRock Equity Savings Fund Growth ₹21.617
↑ 0.04 		₹2,517 1,000 3.53.111.910.413.112.1
Edelweiss Equity Savings Fund Growth ₹24.5009
↑ 0.04 		₹577 5,000 2.5310.510.211.613.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Apr 25

टॉप 5 एकरकमी सोल्युशन ओरिएंटेड योजना

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
HDFC Retirement Savings Fund - Equity Plan Growth ₹48.778
↑ 0.10 		₹5,983 5,000 3.2-2.39.818.729.118
ICICI Prudential Child Care Plan (Gift) Growth ₹307.22
↑ 0.96 		₹1,273 5,000 4.3-1.17.817.32116.9
HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹37.298
↑ 0.08 		₹1,567 5,000 2.5-1.68.514.920.914
Tata Retirement Savings Fund - Progressive Growth ₹62.0685
↑ 0.67 		₹1,914 5,000 0.1-4.19.514.619.421.7
Tata Retirement Savings Fund-Moderate Growth ₹61.5941
↑ 0.58 		₹2,008 5,000 1.3-2.110.713.91819.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Apr 25

1 महिन्याच्या कामगिरीवर सर्वोत्तम एकरकमी म्युच्युअल फंड

1. 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 6.4% 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 (17 Apr 25) ₹29.7321 ↓ -0.43   (-1.42 %)
Net Assets (Cr) ₹1,146 on 31 Mar 25
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating ☆☆☆
Risk High
Expense Ratio 1.35
Sharpe Ratio 1.49
Information Ratio -0.12
Alpha Ratio 0.84
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 ₹426,080.
Net Profit of ₹126,080 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 17 Apr 25

DurationReturns
1 Month 14.9%
3 Month 37.8%
6 Month 27.4%
1 Year 63.6%
3 Year 14.5%
5 Year 13.1%
10 Year
15 Year
Since launch 6.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 15.9%
2022 7%
2021 -7.7%
2020 -9%
2019 31.4%
2018 35.1%
2017 -10.7%
2016 -4%
2015 52.7%
2014 -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 31 Mar 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

2. 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 7.9% 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 (22 Apr 25) ₹26.3342 ↑ 0.82   (3.23 %)
Net Assets (Cr) ₹104 on 31 Mar 25
Category Gold - Gold
AMC IDBI Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 0.65
Sharpe Ratio 1.62
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 Mar 20₹10,000
31 Mar 21₹10,000
31 Mar 22₹11,326
31 Mar 23₹13,151
31 Mar 24₹14,541
31 Mar 25₹19,184

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 ₹436,710.
Net Profit of ₹136,710 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 17 Apr 25

DurationReturns
1 Month 13.4%
3 Month 24.8%
6 Month 27.1%
1 Year 32.4%
3 Year 22.8%
5 Year 14.8%
10 Year
15 Year
Since launch 7.9%
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 240.75 Yr.

Data below for IDBI Gold Fund as on 31 Mar 25

Asset Allocation
Asset ClassValue
Cash1.33%
Other98.67%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
LIC MF Gold ETF
- | -		99%₹92 Cr119,347
↑ 12,271
Treps
CBLO/Reverse Repo | -		1%₹1 Cr
Net Receivables / (Payables)
Net Current Assets | -		1%-₹1 Cr

3. Nippon India Gold Savings Fund

The investment objective of the Scheme is to seek to provide returns that closely correspond to returns provided by Reliance ETF Gold BeES.

Nippon India Gold Savings Fund is a Gold - Gold fund was launched on 7 Mar 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10% since its launch.  Return for 2024 was 19% , 2023 was 14.3% and 2022 was 12.3% .

Below is the key information for Nippon India Gold Savings Fund

Nippon India Gold Savings Fund
Growth
Launch Date 7 Mar 11
NAV (22 Apr 25) ₹38.308 ↑ 0.84   (2.25 %)
Net Assets (Cr) ₹2,744 on 31 Mar 25
Category Gold - Gold
AMC Nippon Life Asset Management Ltd.
Rating ☆☆
Risk Moderately High
Expense Ratio 0.34
Sharpe Ratio 1.55
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (2%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹9,956
31 Mar 22₹11,456
31 Mar 23₹13,213
31 Mar 24₹14,599
31 Mar 25₹19,055

Nippon India Gold Savings 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 Nippon India Gold Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Apr 25

DurationReturns
1 Month 12.1%
3 Month 22.5%
6 Month 25.9%
1 Year 33.8%
3 Year 21.9%
5 Year 13.8%
10 Year
15 Year
Since launch 10%
Historical performance (Yearly) on absolute basis
YearReturns
2023 19%
2022 14.3%
2021 12.3%
2020 -5.5%
2019 26.6%
2018 22.5%
2017 6%
2016 1.7%
2015 11.6%
2014 -8.1%
Fund Manager information for Nippon India Gold Savings Fund
NameSinceTenure
Himanshu Mange23 Dec 231.19 Yr.

Data below for Nippon India Gold Savings Fund as on 31 Mar 25

Asset Allocation
Asset ClassValue
Cash3.07%
Other96.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Nippon India ETF Gold BeES
- | -		98%₹2,580 Cr362,884,792
↑ 9,655,000
Net Current Assets
Net Current Assets | -		1%₹31 Cr
Triparty Repo
CBLO/Reverse Repo | -		0%₹12 Cr
Cash Margin - Ccil
CBLO | -		0%₹0 Cr

4. Aditya Birla Sun Life Gold Fund

An Open ended Fund of Funds Scheme with the investment objective to provide returns that tracks returns provided by Birla Sun Life Gold ETF (BSL Gold ETF).

Aditya Birla Sun Life Gold Fund is a Gold - Gold fund was launched on 20 Mar 12. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 8.5% since its launch.  Return for 2024 was 18.7% , 2023 was 14.5% and 2022 was 12.3% .

Below is the key information for Aditya Birla Sun Life Gold Fund

Aditya Birla Sun Life Gold Fund
Growth
Launch Date 20 Mar 12
NAV (22 Apr 25) ₹29.0362 ↑ 0.42   (1.47 %)
Net Assets (Cr) ₹555 on 31 Mar 25
Category Gold - Gold
AMC Birla Sun Life Asset Management Co Ltd
Rating ☆☆☆
Risk Moderately High
Expense Ratio 0.51
Sharpe Ratio 1.65
Information Ratio 0
Alpha Ratio 0
Min Investment 100
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₹9,940
31 Mar 22₹11,371
31 Mar 23₹13,025
31 Mar 24₹14,416
31 Mar 25₹18,985

Aditya Birla Sun Life 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 Aditya Birla Sun Life 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 17 Apr 25

DurationReturns
1 Month 12%
3 Month 22.2%
6 Month 25.9%
1 Year 35%
3 Year 21.9%
5 Year 14.3%
10 Year
15 Year
Since launch 8.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 18.7%
2022 14.5%
2021 12.3%
2020 -5%
2019 26%
2018 21.3%
2017 6.8%
2016 1.6%
2015 11.5%
2014 -7.2%
Fund Manager information for Aditya Birla Sun Life Gold Fund
NameSinceTenure
Priya Sridhar31 Dec 240.16 Yr.

Data below for Aditya Birla Sun Life Gold Fund as on 31 Mar 25

Asset Allocation
Asset ClassValue
Cash1.87%
Other98.13%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Aditya BSL Gold ETF
- | -		100%₹511 Cr67,773,270
↑ 3,265,683
Clearing Corporation Of India Limited
CBLO/Reverse Repo | -		1%₹3 Cr
Net Receivables / (Payables)
Net Current Assets | -		0%-₹2 Cr

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.

You Might Also Like

How helpful was this page ?
☆☆☆☆☆ Rated 4.3, based on 206 reviews.
POST A COMMENT

Pranay, posted on 5 May 19 6:32 PM

Best kumaun sun

GAURAV, posted on 3 Dec 18 3:08 AM

Comprehensive list of funds from all categories.

1 - 2 of 2
Get it on Google Play
PRODUCT SOLUTIONS
MUTUAL FUNDS
TOP FUNDS
CALCULATORS
ABOUT US
CONNECT WITH US
Shepard Technologies Pvt. Ltd : 1808, Solus, Hiranandani Estate, Thane, Maharashtra - 400607

AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

Shepard Technologies Pvt. Ltd. (with ARN code 112358) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.

©2025 Shepard Technologies Private Limited. All Rights Reserved