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Best Mutual Funds for Lumpsum InvestmentBest Mutual Funds for Lumpsum Investment
Name | NAV | AUM (in Cr.)  | 1M Returns | 3M Returns | 1 Yr Returns | 3 Yr Returns | 5 Yr Returns | Rating | Exp Ratio | Risk | Min Monthly SIP | Min Lumpsum | Category | Sub Category |
|---|
 Parag Parikh Flexi Cap Fund Direct Growth fuzz it | ₹ 92.71 | ₹ 1,45,070.00 | 4.44% | -0.14% | -1.20% | 13.44% | 11.60% | 5  | 0.69% | Very High | ₹ 1,000 | ₹ 1,000 | Equity | Flexi Cap Fund |
 HDFC Flexi Cap Fund Direct Growth fuzz it | ₹ 2,305.35 | ₹ 1,08,547.00 | 7.19% | 1.67% | 4.04% | 17.65% | 16.70% | 5 | 0.77% | Very High | ₹ 100 | ₹ 100 | Equity | Flexi Cap Fund |
HDFC Balanced Advantage Fund Direct Growth fuzz it | ₹ 572.03 | ₹ 1,02,534.00 | 4.57% | -0.17% | 0.90% | 12.05% | 13.97% | 5 | 0.78% | Very High | ₹ 100 | ₹ 100 | Hybrid | Dynamic Asset Allocation Fund or Balanced Advantage Fund |
HDFC Mid Cap Fund Direct Growth fuzz it | ₹ 226.14 | ₹ 1,01,856.00 | 1.81% | -4.18% | 2.21% | 16.40% | 17.87% | 4 | 0.76% | Very High | ₹ 100 | ₹ 100 | Equity | Mid Cap Fund |
 SBI Aggressive Hybrid Fund Direct Growth fuzz it | ₹ 354.05 | ₹ 86,162.80 | 4.25% | 0.20% | 4.65% | 13.28% | 10.05% | 4 | 0.52% | Very High | ₹ 500 | ₹ 1,000 | Hybrid | Aggressive Hybrid Fund |
 ICICI Prudential Multi Asset Allocation Fund Direct Growth fuzz it | ₹ 893.88 | ₹ 84,108.40 | 3.38% | -1.93% | 1.88% | 14.40% | 14.76% | 3 | 0.85% | Very High | ₹ 100 | ₹ 500 | Hybrid | Multi Asset Allocation Fund |
 Nippon India Small Cap Fund Direct Growth fuzz it | ₹ 200.74 | ₹ 80,905.60 | -3.39% | -4.30% | 4.89% | 13.25% | 17.33% | 5 | 0.69% | Very High | ₹ 100 | ₹ 5,000 | Equity | Small Cap Fund |
ICICI Prudential Large Cap Fund Direct Growth fuzz it | ₹ 120.53 | ₹ 76,352.20 | 7.67% | 0.42% | -1.21% | 12.55% | 11.30% | 5 | 1.01% | Very High | ₹ 100 | ₹ 100 | Equity | Large Cap Fund |
ICICI Prudential Balanced Advantage Fund Direct Growth fuzz it | ₹ 89.55 | ₹ 71,913.50 | 4.93% | 0.32% | 6.04% | 12.06% | 10.87% | 5 | 1.04% | High | ₹ 100 | ₹ 500 | Hybrid | Dynamic Asset Allocation Fund or Balanced Advantage Fund |
 Kotak Mid Cap Fund Direct Growth fuzz it | ₹ 163.96 | ₹ 66,613.30 | 0.63% | -5.69% | 2.41% | 15.99% | 15.22% | 4 | 0.54% | Very High | ₹ 100 | ₹ 100 | Equity | Mid Cap Fund |
ICICI Prudential Value Fund Direct Growth fuzz it | ₹ 513.24 | ₹ 57,250.20 | 7.48% | 0.39% | -2.00% | 13.44% | 14.31% | 5 | 1.09% | Very High | ₹ 100 | ₹ 500 | Equity | Value Fund |
Nippon India Multi Cap Fund Direct Growth fuzz it | ₹ 327.03 | ₹ 53,766.60 | 2.76% | -3.18% | -0.57% | 13.39% | 15.61% | 4 | 0.88% | Very High | ₹ 100 | ₹ 100 | Equity | Multi Cap Fund |
Kotak Flexi Cap Fund Direct Growth fuzz it | ₹ 97.25 | ₹ 53,086.60 | 5.70% | -0.36% | 1.35% | 13.17% | 10.93% | 3 | 0.66% | Very High | ₹ 100 | ₹ 100 | Equity | Flexi Cap Fund |
Nippon India Large Cap Fund Direct Growth fuzz it | ₹ 101.36 | ₹ 51,296.10 | 6.99% | -0.11% | -0.78% | 12.80% | 13.10% | 5 | 0.88% | Very High | ₹ 100 | ₹ 100 | Equity | Large Cap Fund |
ICICI Prudential Aggressive Hybrid Fund Direct Growth fuzz it | ₹ 453.78 | ₹ 50,706.10 | 4.14% | -0.27% | 1.73% | 13.84% | 13.79% | 5 | 1.07% | Very High | ₹ 100 | ₹ 5,000 | Hybrid | Aggressive Hybrid Fund |
SBI Focused Fund Direct Growth fuzz it | ₹ 460.60 | ₹ 50,180.30 | 5.10% | 0.42% | 10.92% | 16.77% | 11.04% | 5 | 0.84% | Very High | ₹ 500 | ₹ 5,000 | Equity | Focused Fund |
Nippon India Growth Mid Cap Fund Direct Growth fuzz it | ₹ 4,855.78 | ₹ 50,176.00 | 0.50% | -3.83% | 4.57% | 17.28% | 16.61% | 4 | 0.80% | Very High | ₹ 100 | ₹ 100 | Equity | Mid Cap Fund |
 Mirae Asset Large & Midcap Fund Direct Growth fuzz it | ₹ 176.18 | ₹ 42,834.10 | 4.48% | -2.10% | 1.65% | 12.97% | 10.25% | 4 | 0.85% | Very High | ₹ 99 | ₹ 5,000 | Equity | Large & Mid Cap Fund |
SBI Large & Midcap Fund Direct Growth fuzz it | ₹ 696.29 | ₹ 40,498.50 | 4.08% | -4.40% | 0.16% | 13.64% | 12.35% | 4 | 0.86% | Very High | ₹ 100 | ₹ 5,000 | Equity | Large & Mid Cap Fund |
 Motilal Oswal Midcap Fund Direct Growth fuzz it | ₹ 119.01 | ₹ 40,207.50 | 2.56% | 0.80% | 0.82% | 18.23% | 19.30% | 4 | 0.93% | Very High | ₹ 500 | ₹ 500 | Equity | Mid Cap Fund |
ICICI Prudential India Opportunities Fund Direct Growth fuzz it | ₹ 40.09 | ₹ 36,469.00 | 5.93% | -0.29% | 0.77% | 15.26% | 17.00% | NA | 0.94% | Very High | ₹ 100 | ₹ 5,000 | Equity | Thematic Fund |
 Bandhan Small Cap Fund Direct Growth fuzz it | ₹ 55.80 | ₹ 35,855.60 | -1.93% | -2.45% | 6.80% | 22.38% | 18.99% | 5 | 0.61% | Very High | ₹ 100 | ₹ 1,000 | Equity | Small Cap Fund |
 Quant Small Cap Fund Direct Growth fuzz it | ₹ 311.47 | ₹ 33,809.30 | -3.26% | -2.12% | 9.83% | 16.60% | 17.16% | 5 | 0.93% | Very High | ₹ 1,000 | ₹ 5,000 | Equity | Small Cap Fund |
 Axis Midcap Fund Direct Growth fuzz it | ₹ 142.53 | ₹ 33,527.80 | 2.01% | -1.02% | 7.11% | 16.90% | 12.42% | 4 | 0.84% | Very High | ₹ 100 | ₹ 100 | Equity | Mid Cap Fund |
ICICI Prudential Large & Mid Cap Fund Direct Growth fuzz it | ₹ 1,133.94 | ₹ 31,628.20 | 2.22% | -5.65% | -2.24% | 14.85% | 13.81% | 4 | 1.28% | Very High | ₹ 100 | ₹ 500 | Equity | Large & Mid Cap Fund |
Total 407 records
*The schemes mentioned above are just for research purpose and not recommendations. Please do your own due diligence before investing.
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FAQs on Best Mutual Funds for Lumpsum Investment
Start by evaluating the fund's historical performance, the fund manager's experience, and the expense ratio. Consider the fund's risk profile, asset allocation, and consistency of returns. Ensure the fund aligns with your financial goals and risk tolerance, offering stability and growth potential for your lumpsum investment.
