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5 सर्वोत्कृष्ट कामगिरी एकरकमी गुंतवणूक 2022 - 2023

Updated on March 26, 2025 , 152523 views

भारतातील म्युच्युअल फंड योजना गेल्या काही वर्षांत वाढल्या आहेत. परिणामी, दसर्वोत्तम कामगिरी करणारे म्युच्युअल फंड मध्येबाजार बदलत रहा. क्रिसिल, मॉर्निंग स्टार, ICRA इत्यादी म्युच्युअल फंड योजनेचा न्याय करण्यासाठी विविध रेटिंग सिस्टम आहेत.

Lump sum Investments

या प्रणाली गुणात्मक आणि परिमाणात्मक घटकांवर आधारित म्युच्युअल फंडाचे मूल्यांकन करतात जसे की परतावा,प्रमाणित विचलन, निधी वय, इ. या सर्व घटकांची बेरीज सर्वोत्कृष्ट कामगिरीचे रेटिंग देतेम्युच्युअल फंड भारतात.

एकरकमी म्युच्युअल फंड गुंतवणुकीसाठी टिपा

सर्वोत्कृष्ट कामगिरी करणाऱ्या म्युच्युअल फंडामध्ये गुंतवणूक करण्याचा एक उत्तम मार्ग म्हणजे त्याचे गुणात्मक आणि परिमाणात्मक दोन्ही उपाय पाहणे, जसे की:

योजना मालमत्तेचा आकार

गुंतवणुकदारांनी नेहमी अशा फंडासाठी जावे जे फार मोठे किंवा आकाराने लहान नाही. फंडाच्या आकारमानात कोणतीही परिपूर्ण व्याख्या आणि संबंध नसताना, असे म्हटले जाते की खूप लहान आणि खूप मोठे दोन्ही, फंडाच्या कामगिरीमध्ये अडथळा आणू शकतात. कोणत्याही योजनेत कमी मालमत्ता व्यवस्थापन (एयूएम) खूप धोकादायक असते कारण तुम्हाला हे माहित नसते की गुंतवणूकदार कोण आहेत आणि त्यांनी विशिष्ट योजनेत किती गुंतवणूक केली आहे. अशा प्रकारे, फंड निवडताना, ज्याची AUM अंदाजे श्रेणी सारखीच आहे अशासाठी जाण्याचा सल्ला दिला जातो.

फंड वय

सर्वोत्तम कामगिरी करणाऱ्या म्युच्युअल फंडामध्ये गुंतवणूक करण्यासाठी, गुंतवणूकदारांनी ठराविक कालावधीसाठी फंडाच्या कामगिरीचे योग्य मूल्यांकन केले पाहिजे. तसेच, 4-5 वर्षांमध्ये सातत्याने परतावा देणार्‍या योजनेसाठी जाण्याची सूचना केली आहे.

सर्वोत्तम म्युच्युअल फंडामध्ये ऑनलाइन गुंतवणूक कशी करावी?

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    सुरु करूया

बेस्ट लम्पसम इक्विटी म्युच्युअल फंड 2022 - 2023

खाली शीर्ष रँक केलेले फंड आहेतइक्विटी लार्ज-, मिड-, स्मॉल-, मल्टी-कॅप फंड,ELSS आणि क्षेत्रीय निधी.

टॉप 5 एकरकमी लार्ज कॅप इक्विटी म्युच्युअल फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
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 ₹83.4739
↓ -0.46 		₹34,212 5,000 -3.6-106.818.728.218.2
DSP BlackRock TOP 100 Equity Growth ₹448.063
↓ -0.84 		₹4,519 1,000 -0.8-7.614.717.923.520.5
ICICI Prudential Bluechip Fund Growth ₹102.92
↓ -0.27 		₹60,177 5,000 -1.4-9.6716.826.516.9
HDFC Top 100 Fund Growth ₹1,078.07
↓ -1.50 		₹33,913 5,000 -1.8-11.2516.225.911.6
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 एकरकमी मिड कॅप इक्विटी म्युच्युअल फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Motilal Oswal Midcap 30 Fund  Growth ₹92.6273
↓ -0.65 		₹23,704 5,000 -16.7-13.916.928.336.757.1
Edelweiss Mid Cap Fund Growth ₹89.859
↓ -0.20 		₹7,729 5,000 -10.5-12.417.622.935.138.9
SBI Magnum Mid Cap Fund Growth ₹219.238
↓ -0.49 		₹19,392 5,000 -6.1-128.51833.220.3
PGIM India Midcap Opportunities Fund Growth ₹58.12
↓ -0.35 		₹9,600 5,000 -8.9-13.481232.321
ICICI Prudential MidCap Fund Growth ₹259.2
↓ -0.47 		₹5,394 5,000 -9.2-14.67.818.632.127
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Mar 25

शीर्ष 5 एकरकमी स्मॉल कॅप म्युच्युअल फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
L&T Emerging Businesses Fund Growth ₹72.5753
↓ -0.24 		₹13,334 5,000 -18.1-194.317.837.328.5
HDFC Small Cap Fund Growth ₹121.314
↓ -0.31 		₹28,120 5,000 -12.7-14.53.119.836.220.4
Kotak Small Cap Fund Growth ₹236.304
↑ 0.38 		₹14,407 5,000 -14.4-18.28.71435.325.5
Franklin India Smaller Companies Fund Growth ₹151.651
↓ -0.10 		₹11,257 5,000 -15.6-18.52.920.335.123.2
DSP BlackRock Small Cap Fund  Growth ₹170.423
↓ -0.05 		₹13,277 1,000 -15.3-16.2916.134.425.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Mar 25

टॉप 5 एकरकमी डायव्हर्सिफाइड/मल्टी कॅप इक्विटी म्युच्युअल फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
IDBI Diversified Equity Fund Growth ₹37.99
↑ 0.14 		₹382 5,000 10.213.213.522.712
HDFC Equity Fund Growth ₹1,846.33
↓ -3.02 		₹64,124 5,000 -1.1-6.51522.632.523.5
Nippon India Multi Cap Fund Growth ₹269.266
↓ -0.94 		₹35,353 5,000 -6.9-12.810.12232.925.8
Motilal Oswal Multicap 35 Fund Growth ₹57.0575
↓ -0.27 		₹11,172 5,000 -10-1018.421.923.745.7
JM Multicap Fund Growth ₹91.0394
↓ -0.27 		₹4,899 5,000 -12.5-177.321.728.233.3
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 एकरकमी (ELSS) इक्विटी लिंक्ड सेव्हिंग स्कीम

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
SBI Magnum Tax Gain Fund Growth ₹408.767
↓ -1.26 		₹25,724 500 -4.2-1110.223.931.727.7
Motilal Oswal Long Term Equity Fund Growth ₹45.6879
↓ -0.14 		₹3,405 500 -17.8-16.610.62327.447.7
HDFC Tax Saver Fund Growth ₹1,306.64
↓ -3.42 		₹14,671 500 -1.7-8.712.521.830.121.3
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 28 Mar 25

टॉप 5 एकरकमी सेक्टर इक्विटी म्युच्युअल फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
SBI PSU Fund Growth ₹29.9015
↓ -0.05 		₹4,149 5,000 -2.6-12.2631.432.323.5
HDFC Infrastructure Fund Growth ₹43.275
↓ -0.11 		₹2,105 5,000 -7.4-13.94.929.936.823
Invesco India PSU Equity Fund Growth ₹57.52
↓ -0.09 		₹1,047 5,000 -4.9-14.54.629.731.425.6
ICICI Prudential Infrastructure Fund Growth ₹178.42
↓ -0.23 		₹6,886 5,000 -4.3-128.129.540.927.4
Nippon India Power and Infra Fund Growth ₹318.077
↓ -0.65 		₹6,125 5,000 -8.5-172.829.437.826.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Mar 25

बेस्ट लम्पसम डेट फंड 2022 - 2023

खाली लिक्विड, अल्ट्रा शॉर्ट, शॉर्ट टर्म, गिल्ट, क्रेडिट रिस्क आणि कॉर्पोरेट सारख्या कर्ज श्रेणीतील शीर्ष रँक फंड आहेतकर्ज निधी.

टॉप 5 एकरकमी अल्ट्रा शॉर्ट टर्म डेट म्युच्युअल फंड

अल्ट्राअल्पकालीन निधी कमी जोखीम स्थिर परताव्यासह 6-12 महिन्यांच्या कालावधीसाठी चांगली गुंतवणूक आहे कारण ते 6 ते 12 महिन्यांच्या कालावधीतील परिपक्वता असलेल्या अल्प मुदतीच्या कर्ज साधनांमध्ये कॉर्पसची गुंतवणूक करतात.

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Aditya Birla Sun Life Savings Fund Growth ₹537.018
↑ 0.58 		₹14,988 1,000 23.97.86.97.97.84%5M 19D7M 20D
SBI Magnum Ultra Short Duration Fund Growth ₹5,862.4
↑ 6.87 		₹11,987 5,000 1.93.77.46.67.47.53%5M 5D8M 8D
ICICI Prudential Ultra Short Term Fund Growth ₹27.161
↑ 0.03 		₹13,017 5,000 1.93.77.46.67.57.74%5M 1D7M 6D
Invesco India Ultra Short Term Fund Growth ₹2,647.5
↑ 3.52 		₹1,337 5,000 23.77.36.47.57.5%5M 13D5M 29D
Nippon India Ultra Short Duration Fund Growth ₹3,954.3
↑ 3.92 		₹7,545 100 1.93.67.26.47.27.73%5M 4D7M 1D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Mar 25

टॉप 5 एकरकमी शॉर्ट टर्म डेट म्युच्युअल फंड

कमी जोखीम स्थिर परताव्यासह 1-2 वर्षांच्या कालावधीसाठी अल्प मुदतीचे फंड चांगले गुंतवणूक आहेत कारण ते 1 ते 3 वर्षांच्या मुदतीच्या मुदतीसह कर्ज साधनांमध्ये कॉर्पसची गुंतवणूक करतात.

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Sundaram Short Term Debt Fund Growth ₹36.3802
↑ 0.01 		₹362 5,000 0.811.412.85.3 4.52%1Y 2M 13D1Y 7M 3D
HDFC Short Term Debt Fund Growth ₹31.2939
↑ 0.04 		₹14,391 5,000 2.33.98.46.88.32.96%2Y 9M 18D4Y 23D
IDFC Bond Fund Short Term Plan Growth ₹55.86
↑ 0.08 		₹9,570 5,000 2.43.98.36.47.87.38%2Y 10M 17D3Y 8M 16D
Axis Short Term Fund Growth ₹30.1851
↑ 0.03 		₹8,825 5,000 2.44.18.36.687.57%2Y 9M 14D3Y 7M 10D
Nippon India Short Term Fund Growth ₹51.5572
↑ 0.06 		₹6,340 5,000 2.348.36.487.65%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 (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Axis Liquid Fund Growth ₹2,858.32
↑ 3.17 		₹42,867 500 0.61.93.67.37.47.17%1M 9D1M 9D
DSP BlackRock Liquidity Fund Growth ₹3,665.21
↑ 3.70 		₹22,387 1,000 0.61.83.67.37.40.12%1M 10D1M 17D
Canara Robeco Liquid Growth ₹3,089.59
↑ 3.28 		₹5,294 5,000 0.61.93.67.37.47.03%29D1M 1D
Invesco India Liquid Fund Growth ₹3,528.49
↑ 3.76 		₹14,276 5,000 0.61.83.67.37.47.12%1M 14D1M 14D
Edelweiss Liquid Fund Growth ₹3,282.88
↑ 3.54 		₹7,270 5,000 0.61.83.67.37.37.17%1M 18D1M 18D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Mar 25

शीर्ष 5 एकरकमी गिल्ट म्युच्युअल फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
SBI Magnum Gilt Fund Growth ₹65.3085
↑ 0.21 		₹11,257 5,000 3.13.58.97.88.97.11%9Y 11M 1D23Y 10M 28D
ICICI Prudential Gilt Fund Growth ₹100.774
↑ 0.20 		₹6,356 5,000 2.94.28.77.88.27.05%5Y 3M 22D13Y 4M 28D
DSP BlackRock Government Securities Fund Growth ₹94.939
↑ 0.36 		₹1,699 1,000 3.13.49.17.610.17.09%11Y 2M 12D28Y 11M 16D
Invesco India Gilt Fund Growth ₹2,810.46
↑ 8.71 		₹1,220 5,000 3.13.18.77.4107.15%10Y 11M 5D29Y 3M 22D
Axis Gilt Fund Growth ₹25.2594
↑ 0.08 		₹912 5,000 3.23.99.77.4107.11%9Y 9M 14D22Y 9M
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Mar 25

शीर्ष 5 एकरकमी कॉर्पोरेट बाँड म्युच्युअल फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
ICICI Prudential Corporate Bond Fund Growth ₹29.1692
↑ 0.04 		₹29,290 5,000 2.34.18.37.387.63%2Y 7M 28D4Y 8M 8D
Nippon India Prime Debt Fund Growth ₹58.6005
↑ 0.09 		₹6,498 1,000 2.548.67.18.47.44%3Y 10M 6D5Y 2M 26D
Aditya Birla Sun Life Corporate Bond Fund Growth ₹110.57
↑ 0.19 		₹25,293 1,000 2.548.77.18.57.48%3Y 9M 14D5Y 8M 19D
HDFC Corporate Bond Fund Growth ₹31.8491
↑ 0.05 		₹32,191 5,000 2.43.98.66.98.64.03%3Y 9M 19D5Y 11M 12D
Kotak Corporate Bond Fund Standard Growth ₹3,686.67
↑ 4.69 		₹14,449 5,000 2.43.98.56.78.37.41%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 28 Mar 25

शीर्ष 5 एकरकमी क्रेडिट जोखीम म्युच्युअल फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
BOI AXA Credit Risk Fund Growth ₹11.9635
↑ 0.01 		₹114 5,000 1.32.84.937.367%5M 19D6M 25D
DSP BlackRock Credit Risk Fund Growth ₹48.2485
↑ 0.05 		₹192 1,000 15.11721.615.97.87.96%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 ₹21.7121
↑ 0.03 		₹964 1,000 5.910.316.110.211.98.24%2Y 2M 12D3Y 5M 8D
Invesco India Credit Risk Fund Growth ₹1,890.7
↑ 2.44 		₹140 5,000 4.35.69.68.37.37.58%3Y 2M 16D4Y 5M 8D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Mar 25

बेस्ट लम्पसम हायब्रिड फंड 2022 - 2023

खाली भिन्न श्रेणींमधील शीर्ष रँक केलेले फंड आहेत. आक्रमक, पुराणमतवादी, आर्बिट्रेज, डायनॅमिक ऍलोकेशन, मल्टी अॅसेट, इक्विटी सेव्हिंग्स आणि सोल्युशन ओरिएंटेडसंकरित योजना

शीर्ष 5 एकरकमी बॅलन्स्ड म्युच्युअल फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
HDFC Balanced Advantage Fund Growth ₹490.303
↓ -0.86 		₹90,375 5,000 -1.9-5.28.619.82716.7
JM Equity Hybrid Fund Growth ₹113.269
↓ -0.30 		₹729 5,000 -8.8-12.4719.527.827
ICICI Prudential Multi-Asset Fund Growth ₹719.348
↑ 2.40 		₹52,257 5,000 3.5-1.513.918.628.116.1
ICICI Prudential Equity and Debt Fund Growth ₹368.69
↓ -0.51 		₹38,507 5,000 1.2-69.417.828.517.2
UTI Multi Asset Fund Growth ₹69.9721
↓ -0.08 		₹4,979 5,000 -2.2-6.48.616.919.120.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Mar 25

शीर्ष 5 एकरकमी आक्रमक हायब्रिड फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
JM Equity Hybrid Fund Growth ₹113.269
↓ -0.30 		₹729 5,000 -8.8-12.4719.527.827
ICICI Prudential Equity and Debt Fund Growth ₹368.69
↓ -0.51 		₹38,507 5,000 1.2-69.417.828.517.2
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹34.82
↓ -0.08 		₹974 5,000 -10.6-11.26.616.32825.8
Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 		₹1,954 5,000 0.510.527.11614.2
UTI Hybrid Equity Fund Growth ₹380.385
↓ -0.96 		₹5,633 1,000 -3.9-8.210.715.824.419.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Mar 25

टॉप 5 एकरकमी कंझर्वेटिव्ह हायब्रिड फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
HDFC Balanced Advantage Fund Growth ₹490.303
↓ -0.86 		₹90,375 5,000 -1.9-5.28.619.82716.7
JM Equity Hybrid Fund Growth ₹113.269
↓ -0.30 		₹729 5,000 -8.8-12.4719.527.827
ICICI Prudential Multi-Asset Fund Growth ₹719.348
↑ 2.40 		₹52,257 5,000 3.5-1.513.918.628.116.1
ICICI Prudential Equity and Debt Fund Growth ₹368.69
↓ -0.51 		₹38,507 5,000 1.2-69.417.828.517.2
UTI Multi Asset Fund Growth ₹69.9721
↓ -0.08 		₹4,979 5,000 -2.2-6.48.616.919.120.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Mar 25

शीर्ष 5 एकरकमी आर्बिट्रेज फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Kotak Equity Arbitrage Fund Growth ₹36.8798
↑ 0.08 		₹58,923 5,000 1.93.87.56.95.77.8
UTI Arbitrage Fund Growth ₹34.471
↑ 0.07 		₹6,415 5,000 1.93.77.56.75.57.7
HDFC Arbitrage Fund Growth ₹30.158
↑ 0.06 		₹18,054 100,000 1.83.77.46.75.47.7
Invesco India Arbitrage Fund Growth ₹31.4101
↑ 0.07 		₹19,341 5,000 1.93.77.475.67.6
ICICI Prudential Equity Arbitrage Fund Growth ₹33.7547
↑ 0.07 		₹25,880 5,000 1.93.77.46.75.57.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Mar 25

टॉप 5 एकरकमी डायनॅमिक ऍलोकेशन फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
HDFC Balanced Advantage Fund Growth ₹490.303
↓ -0.86 		₹90,375 5,000 -1.9-5.28.619.82716.7
BOI AXA Equity Debt Rebalancer Fund Growth ₹23.5248
↓ -0.08 		₹125 5,000 -2.2-90.113.112.46.4
Axis Dynamic Equity Fund Growth ₹20.12
↓ -0.02 		₹2,625 5,000 -0.9-4.111.21314.317.5
ICICI Prudential Balanced Advantage Fund Growth ₹69.36
↓ -0.09 		₹58,717 5,000 -0.1-3.57.612.117.812.3
Invesco India Dynamic Equity Fund Growth ₹50.96
↓ -0.15 		₹919 5,000 -4.5-5.57.212.115.315.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Mar 25

टॉप 5 एकरकमी मल्टी अॅसेट ऍलोकेशन फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
ICICI Prudential Multi-Asset Fund Growth ₹719.348
↑ 2.40 		₹52,257 5,000 3.5-1.513.918.628.116.1
UTI Multi Asset Fund Growth ₹69.9721
↓ -0.08 		₹4,979 5,000 -2.2-6.48.616.919.120.7
Edelweiss Multi Asset Allocation Fund Growth ₹59.69
↑ 0.01 		₹2,290 5,000 -2.8-7.410.416.222.920.2
SBI Multi Asset Allocation Fund Growth ₹55.2053
↓ -0.01 		₹7,351 5,000 -0.3-3.210.513.916.512.8
HDFC Multi-Asset Fund Growth ₹67.425
↑ 0.04 		₹3,837 5,000 0.7-2.71012.919.713.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 25

शीर्ष 5 एकरकमी इक्विटी बचत निधी

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Principal Equity Savings Fund Growth ₹67.4743
↑ 0.04 		₹1,033 5,000 -0.4-2.28.810.715.112.6
L&T Equity Savings Fund Growth ₹31.1821
↑ 0.02 		₹619 5,000 -8.1-5.5910.51524
Kotak Equity Savings Fund Growth ₹24.9082
↓ -0.02 		₹7,897 5,000 -1.5-3.26.110.413.211.7
Edelweiss Equity Savings Fund Growth ₹24.1591
↑ 0.04 		₹569 5,000 00.29.510.211.913.4
DSP BlackRock Equity Savings Fund Growth ₹21.216
↑ 0.01 		₹2,476 1,000 1.10.210.81013.812.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Mar 25

टॉप 5 एकरकमी सोल्युशन ओरिएंटेड योजना

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
HDFC Retirement Savings Fund - Equity Plan Growth ₹47.106
↓ -0.16 		₹5,571 5,000 -4.6-10.97.218.83018
ICICI Prudential Child Care Plan (Gift) Growth ₹298.93
↓ -1.08 		₹1,183 5,000 -3.2-9.27.515.821.716.9
HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹36.439
↓ -0.04 		₹1,485 5,000 -3.2-7.97.114.421.514
Tata Retirement Savings Fund - Progressive Growth ₹59.5114
↑ 0.10 		₹1,803 5,000 -10-13.97.713.620.421.7
Tata Retirement Savings Fund-Moderate Growth ₹59.2572
↑ 0.15 		₹1,908 5,000 -7.7-10.38.812.818.819.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Mar 25

1 महिन्याच्या कामगिरीवर सर्वोत्तम एकरकमी म्युच्युअल फंड

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 12.1% 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 (28 Mar 25) ₹57.52 ↓ -0.09   (-0.16 %)
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
29 Feb 20₹10,000
28 Feb 21₹11,266
28 Feb 22₹13,191
28 Feb 23₹15,226
29 Feb 24₹28,692
28 Feb 25₹25,610

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 ₹657,502.
Net Profit of ₹357,502 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 28 Mar 25

DurationReturns
1 Month 16.6%
3 Month -4.9%
6 Month -14.5%
1 Year 4.6%
3 Year 29.7%
5 Year 31.4%
10 Year
15 Year
Since launch 12.1%
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
Industrials30.21%
Utility24.02%
Financial Services19.87%
Energy18%
Basic Materials6.08%
Asset Allocation
Asset ClassValue
Cash1.83%
Equity98.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL		9%₹114 Cr3,894,619
↓ -443,636
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 22 | 532898		9%₹109 Cr3,599,413
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN		8%₹97 Cr1,251,543
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | 500547		7%₹90 Cr3,445,961
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 500312		6%₹75 Cr2,868,783
↑ 1,206,383
NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN		6%₹68 Cr5,911,723
↑ 521,208
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL		5%₹60 Cr153,175
↑ 17,924
BEML Ltd (Industrials)
Equity, Since 31 Aug 23 | 500048		5%₹59 Cr152,998
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Nov 23 | HINDPETRO		5%₹56 Cr1,564,169
National Aluminium Co Ltd (Basic Materials)
Equity, Since 31 Aug 24 | 532234		4%₹53 Cr2,604,332

2. Invesco India Infrastructure 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 infrastructure companies. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Invesco India Infrastructure Fund is a Equity - Sectoral fund was launched on 21 Nov 07. It is a fund with High risk and has given a CAGR/Annualized return of 10.6% since its launch.  Ranked 24 in Sectoral category.  Return for 2024 was 33.2% , 2023 was 51.1% and 2022 was 2.3% .

Below is the key information for Invesco India Infrastructure Fund

Invesco India Infrastructure Fund
Growth
Launch Date 21 Nov 07
NAV (28 Mar 25) ₹57.21 ↑ 0.06   (0.10 %)
Net Assets (Cr) ₹1,255 on 28 Feb 25
Category Equity - Sectoral
AMC Invesco Asset Management (India) Private Ltd
Rating ☆☆☆
Risk High
Expense Ratio 2.34
Sharpe Ratio -0.37
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
29 Feb 20₹10,000
28 Feb 21₹12,627
28 Feb 22₹16,217
28 Feb 23₹17,572
29 Feb 24₹29,218
28 Feb 25₹27,836

Invesco India 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 ₹689,048.
Net Profit of ₹389,048 Invest Now

Returns for Invesco India 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 28 Mar 25

DurationReturns
1 Month 13.2%
3 Month -12.2%
6 Month -16.9%
1 Year 4.6%
3 Year 24.1%
5 Year 33.9%
10 Year
15 Year
Since launch 10.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 33.2%
2023 51.1%
2022 2.3%
2021 55.4%
2020 16.2%
2019 6.1%
2018 -15.8%
2017 48.1%
2016 0.8%
2015 -2.6%
Fund Manager information for Invesco India Infrastructure Fund
NameSinceTenure
Amit Nigam3 Sep 204.49 Yr.

Data below for Invesco India Infrastructure Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Industrials55.97%
Consumer Cyclical8.55%
Utility8.11%
Basic Materials6.3%
Technology6.02%
Communication Services4.1%
Health Care3.46%
Financial Services1.98%
Energy1.95%
Real Estate1.64%
Asset Allocation
Asset ClassValue
Cash1.91%
Equity98.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT		5%₹78 Cr218,263
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Apr 22 | 532898		4%₹63 Cr2,097,430
↓ -221,454
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 21 | BHARTIARTL		4%₹61 Cr377,580
↑ 276,336
Jyoti CNC Automation Ltd (Industrials)
Equity, Since 31 Jan 24 | JYOTICNC		3%₹49 Cr452,265
PTC Industries Ltd (Industrials)
Equity, Since 30 Sep 24 | 539006		3%₹48 Cr33,576
↑ 23
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Sep 22 | DIXON		3%₹47 Cr31,418
↑ 6,425
KEI Industries Ltd (Industrials)
Equity, Since 30 Sep 19 | KEI		3%₹44 Cr108,188
Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 30 Nov 24 | POWERINDIA		3%₹43 Cr33,412
↑ 12,727
Indian Railway Catering And Tourism Corp Ltd (Industrials)
Equity, Since 30 Apr 24 | IRCTC		3%₹41 Cr492,595
BEML Ltd (Industrials)
Equity, Since 31 May 23 | 500048		3%₹40 Cr105,205
↓ -13,825

3. SBI PSU Fund

The objective of the scheme would be to provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks of domestic Public Sector Undertakings and in debt and money market instruments issued by PSUs AND others.

SBI PSU Fund is a Equity - Sectoral fund was launched on 7 Jul 10. It is a fund with High risk and has given a CAGR/Annualized return of 7.7% since its launch.  Ranked 31 in Sectoral category.  Return for 2024 was 23.5% , 2023 was 54% and 2022 was 29% .

Below is the key information for SBI PSU Fund

SBI PSU Fund
Growth
Launch Date 7 Jul 10
NAV (28 Mar 25) ₹29.9015 ↓ -0.05   (-0.16 %)
Net Assets (Cr) ₹4,149 on 28 Feb 25
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating ☆☆
Risk High
Expense Ratio 2.3
Sharpe Ratio -0.57
Information Ratio -0.1
Alpha Ratio 3.02
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
29 Feb 20₹10,000
28 Feb 21₹11,312
28 Feb 22₹13,400
28 Feb 23₹15,401
29 Feb 24₹29,693
28 Feb 25₹27,741

SBI PSU Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹673,113.
Net Profit of ₹373,113 Invest Now

Returns for SBI PSU Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25

DurationReturns
1 Month 12.8%
3 Month -2.6%
6 Month -12.2%
1 Year 6%
3 Year 31.4%
5 Year 32.3%
10 Year
15 Year
Since launch 7.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 23.5%
2023 54%
2022 29%
2021 32.4%
2020 -10%
2019 6%
2018 -23.8%
2017 21.9%
2016 16.2%
2015 -11.1%
Fund Manager information for SBI PSU Fund
NameSinceTenure
Rohit Shimpi1 Jun 240.75 Yr.

Data below for SBI PSU Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services35.72%
Utility24.32%
Energy17.09%
Industrials11.13%
Basic Materials6.29%
Asset Allocation
Asset ClassValue
Cash5.35%
Equity94.54%
Debt0.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Jul 10 | SBIN		15%₹663 Cr8,577,500
GAIL (India) Ltd (Utilities)
Equity, Since 31 May 24 | 532155		9%₹431 Cr24,350,000
↑ 2,400,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jul 10 | 532898		9%₹428 Cr14,185,554
↑ 900,000
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Jun 24 | BEL		8%₹374 Cr12,775,000
↑ 800,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 500547		6%₹253 Cr9,700,000
NMDC Ltd (Basic Materials)
Equity, Since 31 Oct 23 | 526371		4%₹184 Cr27,900,000
NTPC Ltd (Utilities)
Equity, Since 31 Jul 10 | 532555		4%₹176 Cr5,443,244
Bank of Baroda (Financial Services)
Equity, Since 31 Aug 24 | 532134		4%₹166 Cr7,800,000
General Insurance Corp of India (Financial Services)
Equity, Since 31 May 24 | 540755		3%₹148 Cr3,600,000
Oil India Ltd (Energy)
Equity, Since 31 Mar 24 | OIL		3%₹139 Cr3,300,000

4. 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 11.5% 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 (28 Mar 25) ₹45.942 ↓ -0.12   (-0.26 %)
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
29 Feb 20₹10,000
28 Feb 21₹14,023
28 Feb 22₹17,580
28 Feb 23₹18,995
29 Feb 24₹32,794
28 Feb 25₹31,727

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 28 Mar 25

DurationReturns
1 Month 12.7%
3 Month -11.2%
6 Month -18%
1 Year 6.3%
3 Year 27.2%
5 Year 38%
10 Year
15 Year
Since launch 11.5%
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
Industrials56.44%
Utility12.75%
Basic Materials8.95%
Communication Services4.63%
Energy3.49%
Financial Services3.1%
Consumer Cyclical2.89%
Technology2.42%
Health Care1.83%
Asset Allocation
Asset ClassValue
Cash3.5%
Equity96.5%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Dec 17 | KIRLOSBROS		5%₹82 Cr443,385
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT		4%₹61 Cr171,447
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 24 | RELIANCE		3%₹57 Cr452,706
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | 532538		3%₹54 Cr46,976
GPT Infraprojects Ltd (Industrials)
Equity, Since 30 Nov 17 | GPTINFRA		3%₹53 Cr4,797,143
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Dec 23 | ADANIPORTS		3%₹48 Cr434,979
PTC India Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 23 | PFS		3%₹47 Cr12,400,122
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL		3%₹47 Cr289,163
KEC International Ltd (Industrials)
Equity, Since 30 Jun 24 | 532714		3%₹43 Cr512,915
↑ 37,553
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 19 | BEL		3%₹42 Cr1,431,700

Disclaimer:
येथे प्रदान केलेली माहिती अचूक असल्याची खात्री करण्यासाठी सर्व प्रयत्न केले गेले आहेत. तथापि, डेटाच्या अचूकतेबद्दल कोणतीही हमी दिली जात नाही. कृपया कोणतीही गुंतवणूक करण्यापूर्वी योजना माहिती दस्तऐवजासह सत्यापित करा.

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