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सर्वोत्तम कामगिरी एकरकमी गुंतवणूक 2022 - 2023 | Fincash.com

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5 सर्वोत्कृष्ट कामगिरी एकरकमी गुंतवणूक 2022 - 2023

Updated on November 18, 2024 , 150690 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.

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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 (%)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 ₹84.8386
↑ 0.28
₹34,105 5,000 -3.35.128.518.419.232.1
HDFC Top 100 Fund Growth ₹1,088.15
↑ 3.16
₹36,467 5,000 -4.94.323.215.916.930
ICICI Prudential Bluechip Fund Growth ₹103.22
↑ 0.21
₹63,670 5,000 -3.35.327.715.718.827.4
DSP BlackRock TOP 100 Equity Growth ₹449.33
↑ 2.45
₹4,470 1,000 -110.531.11515.226.6
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 (%)2023 (%)
Motilal Oswal Midcap 30 Fund  Growth ₹104.202
↑ 1.59
₹20,056 5,000 4.724.357.33231.441.7
Edelweiss Mid Cap Fund Growth ₹95.534
↑ 0.91
₹7,677 5,000 -0.714.942.422.728.938.4
PGIM India Midcap Opportunities Fund Growth ₹60.96
↑ 0.49
₹10,943 5,000 -3.26.922.211.327.920.8
Invesco India Mid Cap Fund Growth ₹160.93
↑ 1.58
₹5,625 5,000 1.215.643.621.626.834.1
SBI Magnum Mid Cap Fund Growth ₹228.212
↑ 1.27
₹21,407 5,000 -3.75.924.41726.434.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24

शीर्ष 5 एकरकमी स्मॉल कॅप म्युच्युअल फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Kotak Small Cap Fund Growth ₹266.313
↑ 1.03
₹17,593 5,000 -2.210.33116.130.134.8
L&T Emerging Businesses Fund Growth ₹83.7283
↑ 0.94
₹17,306 5,000 -2.18.427.823.13046.1
DSP BlackRock Small Cap Fund  Growth ₹190.013
↑ 1.42
₹16,147 1,000 -3.711.2262029.641.2
HDFC Small Cap Fund Growth ₹134.072
↑ 1.11
₹33,504 5,000 -3.67.123.921.828.544.8
Franklin India Smaller Companies Fund Growth ₹171.753
↑ 1.94
₹13,944 5,000 -5.94.527.222.728.552.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24

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 ₹99.9348
↑ 0.50
₹4,722 5,000 -5.65.140.723.723.640
Nippon India Multi Cap Fund Growth ₹284.292
↑ 2.04
₹38,678 5,000 -2.55.833.623.724.138.1
IDBI Diversified Equity Fund Growth ₹37.99
↑ 0.14
₹382 5,000 10.213.213.522.712
HDFC Equity Fund Growth ₹1,840.22
↑ 5.78
₹64,929 5,000 -0.19.835.122.622.530.6
Motilal Oswal Multicap 35 Fund Growth ₹59.4739
↑ 0.81
₹12,024 5,000 4164518.817.331
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24

टॉप 5 एकरकमी (ELSS) इक्विटी लिंक्ड सेव्हिंग स्कीम

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Motilal Oswal Long Term Equity Fund Growth ₹51.3947
↑ 0.75
₹4,074 500 0.614.649.623.222.737
SBI Magnum Tax Gain Fund Growth ₹419.803
↑ 1.73
₹27,559 500 -4.66.539.822.223.940
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 ₹1,312.29
↑ 5.58
₹15,935 500 -2.17.733.820.420.633.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24

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 ₹30.661
↑ 0.02
₹4,471 5,000 -9.6-3.449.83323.554
ICICI Prudential Infrastructure Fund Growth ₹182.93
↑ 0.56
₹6,779 5,000 -3.52.541.33129.844.6
Invesco India PSU Equity Fund Growth ₹59.97
↑ 0.03
₹1,331 5,000 -10.7-3.447.530.526.254.5
HDFC Infrastructure Fund Growth ₹45.495
↑ 0.22
₹2,516 5,000 -6.42.134.930.32455.4
LIC MF Infrastructure Fund Growth ₹49.1207
↑ 0.72
₹786 5,000 -4.61056.929.927.144.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24

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 ₹522.841
↑ 0.11
₹15,098 1,000 23.87.86.47.27.78%5M 19D7M 24D
ICICI Prudential Ultra Short Term Fund Growth ₹26.4787
↑ 0.00
₹14,206 5,000 1.83.67.56.26.97.53%5M 1D5M 16D
SBI Magnum Ultra Short Duration Fund Growth ₹5,715.35
↑ 1.17
₹11,751 5,000 1.83.77.56.177.42%5M 5D10M 13D
Invesco India Ultra Short Term Fund Growth ₹2,579.75
↑ 0.51
₹1,265 5,000 1.83.67.45.96.67.47%5M 13D5M 28D
Kotak Savings Fund Growth ₹41.0408
↑ 0.01
₹12,502 5,000 1.83.67.266.87.44%5M 19D7M 13D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24

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
HDFC Short Term Debt Fund Growth ₹30.3938
↑ 0.01
₹14,972 5,000 24.38.46.17.17.57%2Y 11M 12D4Y 18D
Principal Short Term Debt Fund Growth ₹42.116
↑ 0.02
₹223 5,000 2.14.3866.97.39%2Y 9M 14D3Y 9M 11D
Nippon India Short Term Fund Growth ₹50.0256
↑ 0.02
₹7,665 5,000 1.94.285.86.87.57%2Y 10M 2D3Y 8M 1D
Axis Short Term Fund Growth ₹29.2702
↑ 0.01
₹9,301 5,000 1.94.185.96.87.52%2Y 9M 4D3Y 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

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
LIC MF Liquid Fund Growth ₹4,529
↑ 0.82
₹10,697 5,000 0.61.83.67.476.99%1M 4D1M 4D
Axis Liquid Fund Growth ₹2,786.82
↑ 0.51
₹34,316 500 0.61.83.67.47.17.19%1M 29D1M 29D
Invesco India Liquid Fund Growth ₹3,441.33
↑ 0.63
₹14,805 5,000 0.61.83.67.477.06%1M 16D1M 16D
DSP BlackRock Liquidity Fund Growth ₹3,574.51
↑ 0.66
₹20,007 1,000 0.61.83.67.477.12%1M 10D1M 13D
ICICI Prudential Liquid Fund Growth ₹370.714
↑ 0.07
₹51,423 500 0.61.83.67.477.12%1M 10D1M 14D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Nov 24

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 ₹62.9871
↑ 0.02
₹10,937 5,000 1.34.596.77.66.99%9Y 3M 22D22Y 6M 14D
DSP BlackRock Government Securities Fund Growth ₹91.5873
↑ 0.06
₹1,539 1,000 1.54.910.26.37.17.04%11Y 11M 1D
ICICI Prudential Gilt Fund Growth ₹97.3339
↑ 0.05
₹6,692 5,000 1.74.38.26.18.36.88%3Y 7M 10D6Y 5M 19D
Axis Gilt Fund Growth ₹24.3273
↑ 0.01
₹696 5,000 1.74.910.36.17.16.98%10Y 29D23Y 7M 6D
Invesco India Gilt Fund Growth ₹2,715.14
↑ 0.33
₹1,106 5,000 1.24.710.366.67.04%10Y 8M 26D25Y 11M 12D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24

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
Nippon India Prime Debt Fund Growth ₹56.8306
↑ 0.02
₹6,312 1,000 2.14.48.56.57.17.41%4Y 5Y 3M 22D
ICICI Prudential Corporate Bond Fund Growth ₹28.3256
↑ 0.01
₹27,164 5,000 24.28.16.57.67.63%2Y 3M 25D3Y 10M 6D
Aditya Birla Sun Life Corporate Bond Fund Growth ₹107.189
↑ 0.03
₹23,337 1,000 24.58.66.47.37.49%3Y 9M 18D5Y 7M 13D
HDFC Corporate Bond Fund Growth ₹30.9298
↑ 0.01
₹32,072 5,000 2.24.58.66.27.27.4%4Y 7D6Y 2M 5D
Kotak Corporate Bond Fund Standard Growth ₹3,579.18
↑ 1.35
₹14,163 5,000 24.48.36.16.97.43%3Y 3M 7D5Y 4D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24

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
BOI AXA Credit Risk Fund Growth ₹11.747
↑ 0.00
₹115 5,000 1.42.36.239.55.60.6%6M 29D8M 1D
Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04
₹104 5,000 2.957.511 0%
DSP BlackRock Credit Risk Fund Growth ₹41.6178
↑ 0.01
₹188 1,000 1.83.97.710.615.68.05%2Y 8M 5D3Y 8M 16D
Aditya Birla Sun Life Credit Risk Fund Growth ₹20.3723
↑ 0.01
₹936 1,000 4.88.111.98.56.98.16%2Y 1M 24D3Y 4M 17D
ICICI Prudential Regular Savings Fund Growth ₹30.1306
↑ 0.01
₹6,387 10,000 1.94.88.76.87.28.53%1Y 10M 10D2Y 4M 17D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24

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 (%)
HDFC Balanced Advantage Fund Growth ₹492.758
↑ 1.44
₹94,866 5,000 -2.74.22520.519.731.3
JM Equity Hybrid Fund Growth ₹121.382
↑ 0.79
₹679 5,000 -4.94.732.620.52433.8
ICICI Prudential Multi-Asset Fund Growth ₹692.336
↑ 1.42
₹50,648 5,000 -0.54.723.418.120.524.1
ICICI Prudential Equity and Debt Fund Growth ₹362.31
↑ 0.27
₹40,203 5,000 -2.652617.921.428.2
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹37.23
↑ 0.25
₹1,010 5,000 -4.36.526.316.825.533.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24

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 ₹121.382
↑ 0.79
₹679 5,000 -4.94.732.620.52433.8
ICICI Prudential Equity and Debt Fund Growth ₹362.31
↑ 0.27
₹40,203 5,000 -2.652617.921.428.2
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹37.23
↑ 0.25
₹1,010 5,000 -4.36.526.316.825.533.7
Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78
₹1,954 5,000 0.510.527.11614.2
UTI Hybrid Equity Fund Growth ₹386.827
↑ 1.37
₹6,111 1,000 -1.98.725.91518.625.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24

टॉप 5 एकरकमी कंझर्वेटिव्ह हायब्रिड फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
HDFC Balanced Advantage Fund Growth ₹492.758
↑ 1.44
₹94,866 5,000 -2.74.22520.519.731.3
JM Equity Hybrid Fund Growth ₹121.382
↑ 0.79
₹679 5,000 -4.94.732.620.52433.8
ICICI Prudential Multi-Asset Fund Growth ₹692.336
↑ 1.42
₹50,648 5,000 -0.54.723.418.120.524.1
ICICI Prudential Equity and Debt Fund Growth ₹362.31
↑ 0.27
₹40,203 5,000 -2.652617.921.428.2
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹37.23
↑ 0.25
₹1,010 5,000 -4.36.526.316.825.533.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24

शीर्ष 5 एकरकमी आर्बिट्रेज फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Kotak Equity Arbitrage Fund Growth ₹35.9832
↑ 0.02
₹54,941 5,000 1.83.786.55.67.4
HDFC Arbitrage Fund Growth ₹29.44
↑ 0.02
₹16,606 100,000 1.83.77.86.25.27.2
UTI Arbitrage Fund Growth ₹33.6293
↑ 0.02
₹6,144 5,000 1.83.77.86.25.47.2
Edelweiss Arbitrage Fund Growth ₹18.62
↑ 0.01
₹12,537 5,000 1.83.67.86.35.57.1
Invesco India Arbitrage Fund Growth ₹30.6563
↑ 0.02
₹18,584 5,000 1.83.77.86.65.57.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24

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 ₹492.758
↑ 1.44
₹94,866 5,000 -2.74.22520.519.731.3
BOI AXA Equity Debt Rebalancer Fund Growth ₹23.996
↑ 0.04
₹135 5,000 -3.90.816.41311.118.4
ICICI Prudential Balanced Advantage Fund Growth ₹68.94
↑ 0.04
₹60,545 5,000 -0.75.517.311.712.916.5
Invesco India Dynamic Equity Fund Growth ₹52.08
↑ 0.22
₹905 5,000 0.16.121.111.611.620.1
Axis Dynamic Equity Fund Growth ₹20.02
↑ 0.06
₹2,547 5,000 0.48.724.711.312.220
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24

टॉप 5 एकरकमी मल्टी अॅसेट ऍलोकेशन फंड

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
ICICI Prudential Multi-Asset Fund Growth ₹692.336
↑ 1.42
₹50,648 5,000 -0.54.723.418.120.524.1
UTI Multi Asset Fund Growth ₹70.2088
↑ 0.28
₹4,415 5,000 -2.24.927.416.615.229.1
Edelweiss Multi Asset Allocation Fund Growth ₹59.46
↑ 0.16
₹2,195 5,000 -2.86.724.615.717.525.4
SBI Multi Asset Allocation Fund Growth ₹54.9003
↑ 0.26
₹6,574 5,000 -0.54.420.913.41424.4
HDFC Multi-Asset Fund Growth ₹66.412
↑ 0.24
₹3,760 5,000 -0.75.519.311.215.118
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24

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 ₹32.4684
↑ 0.26
₹548 5,000 0.37.621.512.312.917
Kotak Equity Savings Fund Growth ₹24.8356
↑ 0.02
₹7,804 5,000 -1.43.814.910.410.915.7
Principal Equity Savings Fund Growth ₹66.8215
↑ 0.20
₹990 5,000 -0.25.214.99.612.715.3
SBI Equity Savings Fund Growth ₹22.9363
↑ 0.03
₹5,616 1,000 0.95.713.49.611.217.5
HDFC Equity Savings Fund Growth ₹63.135
↑ 0.10
₹5,463 5,000 -0.64.114.39.511.113.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24

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 ₹48.446
↑ 0.18
₹5,970 5,000 -3.56.626.41823.332.6
HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹37.122
↑ 0.09
₹1,577 5,000 -1.85.820.213.11724.9
ICICI Prudential Child Care Plan (Gift) Growth ₹301.56
↑ 1.52
₹1,315 5,000 -3.43.12815.416.129.2
Tata Retirement Savings Fund - Progressive Growth ₹63.2984
↑ 0.39
₹2,089 5,000 -3.67.924.712.215.529
Tata Retirement Savings Fund-Moderate Growth ₹61.9666
↑ 0.30
₹2,162 5,000 -2.38.222.311.714.625.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24

1 महिन्याच्या कामगिरीवर सर्वोत्तम एकरकमी म्युच्युअल फंड

1. HDFC Long Term Advantage Fund

To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments

HDFC Long Term Advantage Fund is a Equity - ELSS fund was launched on 2 Jan 01. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21.4% since its launch.  Ranked 23 in ELSS category. .

Below is the key information for HDFC Long Term Advantage Fund

HDFC Long Term Advantage Fund
Growth
Launch Date 2 Jan 01
NAV (14 Jan 22) ₹595.168 ↑ 0.28   (0.05 %)
Net Assets (Cr) ₹1,318 on 30 Nov 21
Category Equity - ELSS
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.25
Sharpe Ratio 2.27
Information Ratio -0.15
Alpha Ratio 1.75
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,439
31 Oct 21₹15,733

HDFC Long Term Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Purchase not allowed

Returns for HDFC Long Term Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22

DurationReturns
1 Month 4.4%
3 Month 1.2%
6 Month 15.4%
1 Year 35.5%
3 Year 20.6%
5 Year 17.4%
10 Year
15 Year
Since launch 21.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for HDFC Long Term Advantage Fund
NameSinceTenure

Data below for HDFC Long Term Advantage Fund as on 30 Nov 21

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

2. Aditya Birla Sun Life International Equity Fund - Plan B

An Open-ended diversified equity scheme with an objective to generate long-term growth of capital, by investing predominantly in a diversified portfolio of equity and equity related securities in the domestic and international markets.

Aditya Birla Sun Life International Equity Fund - Plan B is a Equity - Global fund was launched on 31 Oct 07. It is a fund with High risk and has given a CAGR/Annualized return of 7% since its launch.  Ranked 39 in Global category. .

Below is the key information for Aditya Birla Sun Life International Equity Fund - Plan B

Aditya Birla Sun Life International Equity Fund - Plan B
Growth
Launch Date 31 Oct 07
NAV (28 Jul 23) ₹28.8036 ↑ 0.07   (0.23 %)
Net Assets (Cr) ₹93 on 30 Jun 23
Category Equity - Global
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.6
Sharpe Ratio 0.85
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,813
31 Oct 21₹15,063
31 Oct 22₹14,297

Aditya Birla Sun Life International Equity Fund - Plan B SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Aditya Birla Sun Life International Equity Fund - Plan B

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22

DurationReturns
1 Month 4.2%
3 Month 10.3%
6 Month 10%
1 Year 13.8%
3 Year 18.9%
5 Year 9%
10 Year
15 Year
Since launch 7%
Historical performance (Yearly) on absolute basis
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for Aditya Birla Sun Life International Equity Fund - Plan B
NameSinceTenure

Data below for Aditya Birla Sun Life International Equity Fund - Plan B as on 30 Jun 23

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

3. IDBI Nifty Index Fund

The investment objective of the scheme is to invest in the stocks and equity related instruments comprising the S&P CNX Nifty Index in the same weights as these stocks represented in the Index with the intent to replicate the performance of the Total Returns Index of S&P CNX Nifty index. The scheme will adopt a passive investment strategy and will seek to achieve the investment objective by minimizing the tracking error between the S&P CNX Nifty index (Total Returns Index) and the scheme.

IDBI Nifty Index Fund is a Others - Index Fund fund was launched on 25 Jun 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.3% since its launch.  Ranked 83 in Index Fund category. .

Below is the key information for IDBI Nifty Index Fund

IDBI Nifty Index Fund
Growth
Launch Date 25 Jun 10
NAV (28 Jul 23) ₹36.2111 ↓ -0.02   (-0.06 %)
Net Assets (Cr) ₹208 on 30 Jun 23
Category Others - Index Fund
AMC IDBI Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 0.9
Sharpe Ratio 1.04
Information Ratio -3.93
Alpha Ratio -1.03
Min Investment 5,000
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,778
31 Oct 21₹14,755
31 Oct 22₹15,102

IDBI Nifty Index 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 IDBI Nifty Index Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22

DurationReturns
1 Month 3.7%
3 Month 9.1%
6 Month 11.9%
1 Year 16.2%
3 Year 20.3%
5 Year 11.7%
10 Year
15 Year
Since launch 10.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for IDBI Nifty Index Fund
NameSinceTenure

Data below for IDBI Nifty Index Fund as on 30 Jun 23

Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

4. IDBI Equity Advantage Fund

The Scheme will seek to invest predominantly in a diversified portfolio of equity and equity related instruments with the objective to provide investors with opportunities for capital appreciation and income along with the benefit of income-tax deduction(under section 80C of the Income-tax Act, 1961) on their investments. Investments in this scheme would be subject to a statutory lock-in of 3 years from the date of allotment to be eligible for income-tax benefits under Section 80C. There can be no assurance that the investment objective under the scheme will be realized.

IDBI Equity Advantage Fund is a Equity - ELSS fund was launched on 10 Sep 13. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16% since its launch.  Ranked 21 in ELSS category. .

Below is the key information for IDBI Equity Advantage Fund

IDBI Equity Advantage Fund
Growth
Launch Date 10 Sep 13
NAV (28 Jul 23) ₹43.39 ↑ 0.04   (0.09 %)
Net Assets (Cr) ₹485 on 30 Jun 23
Category Equity - ELSS
AMC IDBI Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.39
Sharpe Ratio 1.21
Information Ratio -1.13
Alpha Ratio 1.78
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,193
31 Oct 21₹13,700
31 Oct 22₹13,964

IDBI Equity Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for IDBI Equity Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22

DurationReturns
1 Month 3.1%
3 Month 9.7%
6 Month 15.1%
1 Year 16.9%
3 Year 20.8%
5 Year 10%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for IDBI Equity Advantage Fund
NameSinceTenure

Data below for IDBI Equity Advantage Fund as on 30 Jun 23

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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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