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5 सर्वोत्कृष्ट कामगिरी एकरकमी गुंतवणूक 2022 - 2023

Updated on December 20, 2024 , 151290 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 (%)2023 (%)
Nippon India Large Cap Fund Growth ₹86.3429
↓ -1.43 		₹35,313 5,000 -5.31.6222219.332.1
IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 		₹655 5,000 9.212.515.421.912.6
HDFC Top 100 Fund Growth ₹1,088.59
↓ -16.13 		₹36,587 5,000 -9.5014.518.616.730
ICICI Prudential Bluechip Fund Growth ₹103.71
↓ -1.57 		₹63,938 5,000 -7.5220.418.418.427.4
BNP Paribas Large Cap Fund Growth ₹216.596
↓ -2.94 		₹2,403 5,000 -7.41.223.817.517.124.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Dec 24

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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 ₹110.263
↓ -3.47 		₹22,898 5,000 2.718.158.436.733.141.7
Edelweiss Mid Cap Fund Growth ₹100.255
↓ -2.33 		₹8,280 5,000 -1.69.543.127.530.438.4
PGIM India Midcap Opportunities Fund Growth ₹63.65
↓ -1.47 		₹11,093 5,000 -52.923.815.229.220.8
Invesco India Mid Cap Fund Growth ₹172.63
↓ -3.42 		₹5,863 5,000 -0.412.748.326.928.534.1
SBI Magnum Mid Cap Fund Growth ₹234.91
↓ -4.85 		₹21,455 5,000 -60.523.620.627.234.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Dec 24

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 ₹89.2118
↓ -1.79 		₹16,920 5,000 -0.36.432.827.331.846.1
DSP BlackRock Small Cap Fund  Growth ₹199.969
↓ -4.09 		₹16,307 1,000 -1.49.529.323.331.141.2
Kotak Small Cap Fund Growth ₹274.856
↓ -4.95 		₹17,732 5,000 -3.75.329.319.730.934.8
Franklin India Smaller Companies Fund Growth ₹179.247
↓ -3.58 		₹14,045 5,000 -3.90.627.227.629.652.1
HDFC Small Cap Fund Growth ₹139.012
↓ -3.03 		₹33,842 5,000 -1.94.923.824.829.644.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Dec 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 ₹103.231
↓ -1.76 		₹5,012 5,000 -4.91.837.127.824.140
Nippon India Multi Cap Fund Growth ₹289.002
↓ -4.88 		₹39,001 5,000 -5.21.229.927.524.338.1
HDFC Equity Fund Growth ₹1,852.58
↓ -26.90 		₹66,304 5,000 -53.826.325.622.430.6
Motilal Oswal Multicap 35 Fund Growth ₹62.7554
↓ -1.98 		₹12,598 5,000 -0.414.646.12418.331
IDBI Diversified Equity Fund Growth ₹37.99
↑ 0.14 		₹382 5,000 10.213.213.522.712
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Dec 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 ₹55.0957
↓ -1.00 		₹4,187 500 0.21551.229.124.237
SBI Magnum Tax Gain Fund Growth ₹424.324
↓ -6.96 		₹27,847 500 -6.113325.924.240
HDFC Tax Saver Fund Growth ₹1,321.56
↓ -20.10 		₹15,945 500 -6.61.924.623.320.633.2
IDBI Equity Advantage Fund Growth ₹43.39
↑ 0.04 		₹485 500 9.715.116.920.810
JM Tax Gain Fund Growth ₹48.5587
↓ -0.91 		₹183 500 -7.71.531.420.821.430.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Dec 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 ₹30.884
↓ -0.44 		₹4,686 5,000 -4.7-63537.124.554
ICICI Prudential Infrastructure Fund Growth ₹186.07
↓ -3.49 		₹6,990 5,000 -6.4-0.933.535.530.544.6
Invesco India PSU Equity Fund Growth ₹60.57
↓ -1.52 		₹1,345 5,000 -6.4-9.733.734.927.254.5
LIC MF Infrastructure Fund Growth ₹51.2399
↓ -0.87 		₹852 5,000 0.75.154.734.627.644.4
HDFC Infrastructure Fund Growth ₹46.709
↓ -0.84 		₹2,496 5,000 -6-3.129.834.12555.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Dec 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 ₹526.161
↑ 0.14 		₹15,890 1,000 23.87.86.67.27.61%5M 8D7M 17D
ICICI Prudential Ultra Short Term Fund Growth ₹26.6237
↑ 0.00 		₹13,935 5,000 1.83.57.56.36.97.6%4M 28D5M 16D
Invesco India Ultra Short Term Fund Growth ₹2,593.41
↑ 0.43 		₹1,764 5,000 1.73.47.466.67.37%5M 1D5M 13D
SBI Magnum Ultra Short Duration Fund Growth ₹5,744.82
↑ 0.72 		₹12,885 5,000 1.73.67.46.277.43%5M 1D10M 6D
Kotak Savings Fund Growth ₹41.2587
↑ 0.01 		₹13,450 5,000 1.73.57.26.16.87.36%5M 1D5M 12D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Dec 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 ₹30.5582
↓ 0.00 		₹14,976 5,000 1.74.18.36.27.17.54%2Y 9M 22D4Y 26D
Axis Short Term Fund Growth ₹29.4531
↑ 0.00 		₹9,162 5,000 1.8486.16.87.52%2Y 10M 17D3Y 9M 11D
Nippon India Short Term Fund Growth ₹50.3302
↑ 0.00 		₹7,534 5,000 1.74.185.96.87.62%2Y 10M 2D3Y 7M 20D
Principal Short Term Debt Fund Growth ₹42.3349
↓ 0.00 		₹237 5,000 1.54.17.96.16.97.29%2Y 4M 28D3Y 3M 11D
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 ₹4,555.24
↑ 0.86 		₹10,650 5,000 0.51.73.57.477.02%1M 6D1M 6D
Axis Liquid Fund Growth ₹2,803.23
↑ 0.54 		₹34,674 500 0.61.73.57.47.17.06%1M 10D1M 11D
Invesco India Liquid Fund Growth ₹3,461.39
↑ 0.66 		₹14,858 5,000 0.51.73.57.477.07%1M 21D1M 21D
DSP BlackRock Liquidity Fund Growth ₹3,595.44
↑ 0.69 		₹22,864 1,000 0.61.73.57.477.07%1M 2D1M 6D
ICICI Prudential Liquid Fund Growth ₹372.865
↑ 0.07 		₹56,002 500 0.51.73.57.477.08%1M 6D1M 9D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Dec 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 ₹63.3073
↓ -0.05 		₹10,979 5,000 0.63.68.76.87.67.06%10Y 2M 19D25Y 7M 6D
ICICI Prudential Gilt Fund Growth ₹97.891
↑ 0.00 		₹6,797 5,000 1.448.26.58.36.9%3Y 8M 19D6Y 6M 18D
DSP BlackRock Government Securities Fund Growth ₹92.1139
↓ -0.15 		₹1,835 1,000 0.63.79.96.57.17.04%11Y 11M 1D
Axis Gilt Fund Growth ₹24.4712
↓ -0.02 		₹922 5,000 14.29.86.37.17.05%10Y 3M25Y 4M 10D
Invesco India Gilt Fund Growth ₹2,727.51
↓ -2.69 		₹1,355 5,000 0.43.49.66.16.67.09%11Y 18D28Y 5M 12D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Dec 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
ICICI Prudential Corporate Bond Fund Growth ₹28.473
↓ 0.00 		₹29,074 5,000 1.83.986.67.67.61%2Y 4M 24D3Y 10M 17D
Nippon India Prime Debt Fund Growth ₹57.1523
↓ -0.01 		₹6,755 1,000 1.74.38.46.67.17.42%3Y 10M 13D5Y 1M 13D
Aditya Birla Sun Life Corporate Bond Fund Growth ₹107.817
↓ -0.01 		₹23,775 1,000 1.74.28.56.57.37.46%3Y 10M 2D5Y 7M 20D
HDFC Corporate Bond Fund Growth ₹31.0836
↓ -0.01 		₹32,841 5,000 1.74.28.66.27.27.39%3Y 10M 21D6Y 17D
Kotak Corporate Bond Fund Standard Growth ₹3,597.05
↑ 0.13 		₹14,333 5,000 1.64.18.26.26.97.49%3Y 3M 22D5Y 29D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Dec 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 ₹11.7957
↑ 0.00 		₹115 5,000 1.52.56.139.75.67.01%7M 2D8M 19D
Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04 		₹104 5,000 2.957.511 0%
DSP BlackRock Credit Risk Fund Growth ₹41.8717
↑ 0.00 		₹188 1,000 1.73.87.710.715.68%2Y 6M 4D3Y 4M 13D
Aditya Birla Sun Life Credit Risk Fund Growth ₹20.4859
↓ -0.01 		₹921 1,000 4.3711.88.66.98.01%2Y 22D3Y 3M 18D
Invesco India Credit Risk Fund Growth ₹1,811.77
↓ -0.06 		₹142 5,000 1.33.57.26.911.67.57%3Y 4M 28D4Y 10M 6D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Dec 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 (%)
JM Equity Hybrid Fund Growth ₹123.226
↓ -1.78 		₹720 5,000 -5.20.63023.623.833.8
HDFC Balanced Advantage Fund Growth ₹497.854
↓ -4.76 		₹95,570 5,000 -2.71.919.42319.931.3
ICICI Prudential Equity and Debt Fund Growth ₹361.71
↓ -4.04 		₹40,089 5,000 -6.52.219.720.221.128.2
ICICI Prudential Multi-Asset Fund Growth ₹696.596
↓ -4.50 		₹50,988 5,000 -33.117.819.820.524.1
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹39.2
↓ -0.67 		₹1,054 5,000 0.25.229.619.727.133.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Dec 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 ₹123.226
↓ -1.78 		₹720 5,000 -5.20.63023.623.833.8
ICICI Prudential Equity and Debt Fund Growth ₹361.71
↓ -4.04 		₹40,089 5,000 -6.52.219.720.221.128.2
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹39.2
↓ -0.67 		₹1,054 5,000 0.25.229.619.727.133.7
UTI Hybrid Equity Fund Growth ₹393.408
↓ -4.77 		₹6,107 1,000 -4.14.722.617.818.625.5
Kotak Equity Hybrid Fund Growth ₹61.046
↓ -0.82 		₹6,815 5,000 -2.45.42416.71820.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Dec 24

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 ₹123.226
↓ -1.78 		₹720 5,000 -5.20.63023.623.833.8
HDFC Balanced Advantage Fund Growth ₹497.854
↓ -4.76 		₹95,570 5,000 -2.71.919.42319.931.3
ICICI Prudential Equity and Debt Fund Growth ₹361.71
↓ -4.04 		₹40,089 5,000 -6.52.219.720.221.128.2
ICICI Prudential Multi-Asset Fund Growth ₹696.596
↓ -4.50 		₹50,988 5,000 -33.117.819.820.524.1
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹39.2
↓ -0.67 		₹1,054 5,000 0.25.229.619.727.133.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Dec 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 ₹36.1669
↑ 0.04 		₹54,915 5,000 1.73.57.96.55.67.4
UTI Arbitrage Fund Growth ₹33.8157
↑ 0.05 		₹6,462 5,000 1.73.57.76.35.47.2
HDFC Arbitrage Fund Growth ₹29.599
↑ 0.04 		₹16,791 100,000 1.73.57.76.35.37.2
Edelweiss Arbitrage Fund Growth ₹18.7126
↑ 0.02 		₹12,199 5,000 1.73.47.76.35.57.1
ICICI Prudential Equity Arbitrage Fund Growth ₹33.1176
↑ 0.04 		₹24,760 5,000 1.73.57.76.35.47.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Dec 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 ₹497.854
↓ -4.76 		₹95,570 5,000 -2.71.919.42319.931.3
BOI AXA Equity Debt Rebalancer Fund Growth ₹23.9914
↓ -0.27 		₹136 5,000 -6-2.79.514.310.818.4
Invesco India Dynamic Equity Fund Growth ₹53.24
↓ -0.53 		₹926 5,000 -1618.114.211.920.1
ICICI Prudential Balanced Advantage Fund Growth ₹69.2
↓ -0.43 		₹60,534 5,000 -3.13.113.912.912.716.5
Axis Dynamic Equity Fund Growth ₹20.23
↓ -0.18 		₹2,599 5,000 -2.75.319.612.712.220
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Dec 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 ₹696.596
↓ -4.50 		₹50,988 5,000 -33.117.819.820.524.1
UTI Multi Asset Fund Growth ₹71.1884
↓ -0.77 		₹4,682 5,000 -3.73.823.118.415.429.1
Edelweiss Multi Asset Allocation Fund Growth ₹60.98
↓ -0.76 		₹2,267 5,000 -4.14.821.918.117.725.4
SBI Multi Asset Allocation Fund Growth ₹55.0269
↓ -0.53 		₹6,986 5,000 -2.51.214.814.513.924.4
HDFC Multi-Asset Fund Growth ₹66.618
↓ -0.58 		₹3,818 5,000 -32.415.112.614.918
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Dec 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 ₹33.9185
↓ -0.30 		₹583 5,000 3.57.824.614.213.717
Kotak Equity Savings Fund Growth ₹25.3037
↓ -0.15 		₹7,974 5,000 -1.23.213.411.811.115.7
Principal Equity Savings Fund Growth ₹67.6859
↓ -0.30 		₹1,005 5,000 -1.43.913.811.412.815.3
SBI Equity Savings Fund Growth ₹23.3947
↓ -0.04 		₹5,982 1,000 1.15.112.810.811.317.5
HDFC Equity Savings Fund Growth ₹63.414
↓ -0.35 		₹5,516 5,000 -1.72.411.510.51113.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Dec 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 ₹49.086
↓ -0.73 		₹6,009 5,000 -6.21.2212123.432.6
HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹37.535
↓ -0.45 		₹1,583 5,000 -4.41.916.615.51724.9
Tata Retirement Savings Fund - Progressive Growth ₹66.3657
↓ -1.19 		₹2,108 5,000 -3.55.825.816.816.229
ICICI Prudential Child Care Plan (Gift) Growth ₹306.07
↓ -6.59 		₹1,320 5,000 -5.6-0.222.417.216.129.2
Tata Retirement Savings Fund-Moderate Growth ₹64.2371
↓ -1.02 		₹2,177 5,000 -2.55.822.715.315.225.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Dec 24

1 महिन्याच्या कामगिरीवर सर्वोत्तम एकरकमी म्युच्युअल फंड

1. SBI Technology Opportunities Fund

(Erstwhile SBI IT Fund)

To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy.

SBI Technology Opportunities Fund is a Equity - Sectoral fund was launched on 9 Jan 13. It is a fund with High risk and has given a CAGR/Annualized return of 21.3% since its launch.  Ranked 42 in Sectoral category.  Return for 2023 was 24.8% , 2022 was -15.5% and 2021 was 66.4% .

Below is the key information for SBI Technology Opportunities Fund

SBI Technology Opportunities Fund
Growth
Launch Date 9 Jan 13
NAV (19 Dec 24) ₹230.824 ↓ -0.60   (-0.26 %)
Net Assets (Cr) ₹4,586 on 30 Nov 24
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating ☆
Risk High
Expense Ratio 1.99
Sharpe Ratio 1.42
Information Ratio 0.39
Alpha Ratio 2.51
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-15 Days (0.5%),15 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹13,591
30 Nov 21₹23,898
30 Nov 22₹22,115
30 Nov 23₹25,178
30 Nov 24₹33,705

SBI Technology Opportunities Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181 Invest Now

Returns for SBI Technology Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Dec 24

DurationReturns
1 Month 8.8%
3 Month 6.1%
6 Month 26.6%
1 Year 33.3%
3 Year 13.5%
5 Year 27.9%
10 Year
15 Year
Since launch 21.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 24.8%
2022 -15.5%
2021 66.4%
2020 47.3%
2019 12.2%
2018 17.1%
2017 13%
2016 -3.3%
2015 2.4%
2014 29.2%
Fund Manager information for SBI Technology Opportunities Fund
NameSinceTenure
Pradeep Kesavan1 Apr 240.67 Yr.
Vivek Gedda1 Apr 240.67 Yr.

Data below for SBI Technology Opportunities Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Technology57.69%
Communication Services24.5%
Consumer Cyclical6.56%
Financial Services2.89%
Industrials2.12%
Consumer Defensive1.12%
Health Care0.71%
Asset Allocation
Asset ClassValue
Cash1.65%
Equity98.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY		24%₹1,115 Cr6,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL		10%₹472 Cr2,900,000
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 23 | FSL		6%₹280 Cr7,645,887
Coforge Ltd (Technology)
Equity, Since 31 Aug 23 | COFORGE		6%₹264 Cr304,454
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS		5%₹214 Cr500,000
↓ -200,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | 543320		4%₹184 Cr6,583,400
↑ 1,583,400
Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 31 Jul 23 | CTSH		4%₹173 Cr254,000
Netflix Inc (Communication Services)
Equity, Since 31 Aug 21 | NFLX		3%₹150 Cr20,000
Microsoft Corp (Technology)
Equity, Since 31 Aug 20 | MSFT		3%₹136 Cr38,000
PB Fintech Ltd (Financial Services)
Equity, Since 30 Apr 24 | 543390		3%₹133 Cr700,000

2. Aditya Birla Sun Life Digital India Fund

(Erstwhile Aditya Birla Sun Life New Millennium Fund)

A multi-sector open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 100% equity, focusing on investing in technology and technology dependent companies, hardware, peripherals and components, software, telecom, media, internet and e-commerce and other technology enabled companies. The secondary objective is income generation and distribution of dividend.

Aditya Birla Sun Life Digital India Fund is a Equity - Sectoral fund was launched on 15 Jan 00. It is a fund with High risk and has given a CAGR/Annualized return of 12.6% since its launch.  Ranked 33 in Sectoral category.  Return for 2023 was 35.8% , 2022 was -21.6% and 2021 was 70.5% .

Below is the key information for Aditya Birla Sun Life Digital India Fund

Aditya Birla Sun Life Digital India Fund
Growth
Launch Date 15 Jan 00
NAV (19 Dec 24) ₹193.04 ↓ -2.16   (-1.11 %)
Net Assets (Cr) ₹5,333 on 30 Nov 24
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating ☆☆
Risk High
Expense Ratio 1.88
Sharpe Ratio 1
Information Ratio 0.02
Alpha Ratio -5.2
Min Investment 1,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹14,497
30 Nov 21₹25,834
30 Nov 22₹22,959
30 Nov 23₹27,497
30 Nov 24₹34,786

Aditya Birla Sun Life Digital India Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552 Invest Now

Returns for Aditya Birla Sun Life Digital India Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Dec 24

DurationReturns
1 Month 7.5%
3 Month 3.7%
6 Month 21.8%
1 Year 22.6%
3 Year 11%
5 Year 28.6%
10 Year
15 Year
Since launch 12.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 35.8%
2022 -21.6%
2021 70.5%
2020 59%
2019 9.6%
2018 15.6%
2017 22.4%
2016 -3.5%
2015 11.2%
2014 21.1%
Fund Manager information for Aditya Birla Sun Life Digital India Fund
NameSinceTenure
Kunal Sangoi16 Jan 1410.88 Yr.
Dhaval Joshi21 Nov 222.03 Yr.

Data below for Aditya Birla Sun Life Digital India Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Technology70.96%
Communication Services13.56%
Industrials8.9%
Consumer Cyclical3.28%
Financial Services0.66%
Asset Allocation
Asset ClassValue
Cash2.64%
Equity97.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY		22%₹1,090 Cr6,201,944
↓ -204,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS		10%₹487 Cr1,226,555
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL		9%₹447 Cr2,774,697
LTIMindtree Ltd (Technology)
Equity, Since 31 Mar 21 | LTIM		7%₹340 Cr595,888
↑ 38,135
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 532755		7%₹335 Cr2,082,174
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH		5%₹239 Cr1,354,682
↓ -83,541
Coforge Ltd (Technology)
Equity, Since 30 Jun 20 | COFORGE		4%₹223 Cr292,255
↑ 22,000
Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT		4%₹212 Cr1,152,664
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320		3%₹165 Cr6,837,942
Sonata Software Ltd (Technology)
Equity, Since 30 Nov 19 | SONATSOFTW		3%₹130 Cr2,127,683

3. ICICI Prudential Technology Fund

To generate long-term capital appreciation for you from a portfolio made up predominantly of equity and equity-related securities of technology intensive companies.

ICICI Prudential Technology Fund is a Equity - Sectoral fund was launched on 3 Mar 00. It is a fund with High risk and has given a CAGR/Annualized return of 13.3% since its launch.  Ranked 37 in Sectoral category.  Return for 2023 was 27.5% , 2022 was -23.2% and 2021 was 75.7% .

Below is the key information for ICICI Prudential Technology Fund

ICICI Prudential Technology Fund
Growth
Launch Date 3 Mar 00
NAV (19 Dec 24) ₹220.59 ↓ -2.50   (-1.12 %)
Net Assets (Cr) ₹13,990 on 30 Nov 24
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating ☆☆
Risk High
Expense Ratio 1.96
Sharpe Ratio 1.34
Information Ratio -0.23
Alpha Ratio 1.05
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹15,582
30 Nov 21₹28,691
30 Nov 22₹25,112
30 Nov 23₹28,151
30 Nov 24₹37,903

ICICI Prudential Technology Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹642,208.
Net Profit of ₹342,208 Invest Now

Returns for ICICI Prudential Technology Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Dec 24

DurationReturns
1 Month 7.4%
3 Month 4.1%
6 Month 24.1%
1 Year 30.3%
3 Year 10%
5 Year 30.5%
10 Year
15 Year
Since launch 13.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 27.5%
2022 -23.2%
2021 75.7%
2020 70.6%
2019 2.3%
2018 19.1%
2017 19.8%
2016 -4%
2015 3.9%
2014 26.3%
Fund Manager information for ICICI Prudential Technology Fund
NameSinceTenure
Vaibhav Dusad2 May 204.59 Yr.
Sharmila D’mello30 Jun 222.42 Yr.

Data below for ICICI Prudential Technology Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Technology70.53%
Communication Services17.18%
Consumer Cyclical5.04%
Industrials3.51%
Financial Services0.21%
Consumer Defensive0.2%
Health Care0%
Asset Allocation
Asset ClassValue
Cash3.11%
Equity96.89%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY		22%₹2,998 Cr17,060,916
↓ -519,128
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS		12%₹1,581 Cr3,984,724
↑ 250,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL		9%₹1,153 Cr7,148,806
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH		5%₹733 Cr4,149,450
LTIMindtree Ltd (Technology)
Equity, Since 31 Jul 16 | LTIM		5%₹733 Cr1,283,184
↑ 413
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 532755		5%₹638 Cr3,965,218
↓ -330,000
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 31 Oct 21 | 890157		4%₹561 Cr4,645,340
↑ 1,000,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 543320		3%₹398 Cr16,458,409
↑ 2,100,000
Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 507685		3%₹382 Cr6,924,382
↓ -320,740
Persistent Systems Ltd (Technology)
Equity, Since 31 May 20 | PERSISTENT		2%₹310 Cr577,218
↓ -33,312

4. Invesco India Mid Cap Fund

The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid cap companies. However, there can be no assurance that the funds objectives will be achieved.

Invesco India Mid Cap Fund is a Equity - Mid Cap fund was launched on 19 Apr 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.5% since its launch.  Ranked 38 in Mid Cap category.  Return for 2023 was 34.1% , 2022 was 0.5% and 2021 was 43.1% .

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund
Growth
Launch Date 19 Apr 07
NAV (20 Dec 24) ₹172.63 ↓ -3.42   (-1.94 %)
Net Assets (Cr) ₹5,863 on 30 Nov 24
Category Equity - Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating ☆☆
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 2.35
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹12,006
30 Nov 21₹17,502
30 Nov 22₹18,425
30 Nov 23₹23,159
30 Nov 24₹33,841

Invesco India Mid Cap Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552 Invest Now

Returns for Invesco India Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Dec 24

DurationReturns
1 Month 7.3%
3 Month -0.4%
6 Month 12.7%
1 Year 48.3%
3 Year 26.9%
5 Year 28.5%
10 Year
15 Year
Since launch 17.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 34.1%
2022 0.5%
2021 43.1%
2020 24.4%
2019 3.8%
2018 -5.3%
2017 44.3%
2016 1.1%
2015 6.4%
2014 77%
Fund Manager information for Invesco India Mid Cap Fund
NameSinceTenure
Aditya Khemani9 Nov 231.06 Yr.
Amit Ganatra1 Sep 231.25 Yr.

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

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

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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