Top 7 Lump Sum Mutual Funds in India in 5 Years: Top fund has given Rs 5.51 lakh in total on Rs 1 lakh investment
In lump sum, one invests money in one go, while in SIP, you invest either a fixed amount at regular investment intervals or opt for a step-up SIP, where you systematically increase the amount every year. The lump sum investment is good for long-term investors who want their income to be compounded over the years.
There are two ways to invest money in mutual funds. Lump sum and systematic investment plan (SIP). In lump sum, one invests money in one go, while in SIP, you invest either a fixed amount at regular investment intervals or opt for a step-up SIP, where you systematically increase the amount every year. The lump sum investment is good for long-term investors who want their income to be compounded over the years.
It is also a good option for someone who got a large amount from somewhere, like a bonus, selling land, a gift, or a share of property.
One may also get good returns from a lump sum investment if they invest money when the market is faring poorly consistently.
Many of the mutual funds have been consistent performers in the last five years.
A lot of them have given returns of over 30 per cent in the last five years. Here is a list of the top seven-
Quant Small Cap Fund - Growth
The small-cap mutual fund has been the No. 1 fund in the last five years in terms of lump sum investment.
The fund has given a 40.62 per cent return in the five-year period.
It has comprehensively beaten its benchmark NIFTY Smallcap 250 Total Return Index, which has risen by 25.49 per cent in the same timeframe.
The fund's asset under management (AUM) is Rs 3,193.33 crore, while its net asset value (NAV) is Rs 43.8191.
A Rs 100,000 lump sum investment in the fund in the five years has given a total of Rs 5,50,814.
Quant Infrastructure Fund
Another fund from Quant has given a 37.62 per cent return in the five-year period.
Its benchmark, the NIFTY Infrastructure Total Return Index, has given 24.21 per at the same time.
The fund's asset under management (AUM) is Rs 20,156.94 crore, while its net asset value (NAV) is Rs 271.1132.
A Rs 100,000 lump sum investment in the fund has given Rs 4,94,516 in total in the five years.
Quant Mid Cap Fund
The fund at No. 3 is also from Quant. It has given a 34.96 per cent return in the five years.
The fund's benchmark NIFTY Midcap 150 Total Return Index has given a 25.65 per cent return in the same period.
The fund's AUM is Rs 6,919.51 crore, while its NAV is worth Rs 252.9200.
A Rs 100,000 investment in the fund has given Rs 4,10,307 in total.
Quant ELSS Tax Saver Fund
The top fund in the ELLS category in the five years has given a 34.31 per cent return in the five years.
Its benchmark, NIFTY 500 Total Return Index, meanwhile, has given a return of 18.02 per cent in the same period.
The fund's AUM is Rs 9,373.06 crore, while its NAV is worth Rs 414.1081.
BANK OF INDIA Small Cap Fund Growth
The mutual fund in the No. 5 position is a small fund from Bank of India.
The fund has given 34.17 per cent returns in the five years, much more than its benchmark, the NIFTY Smallcap 250 Total Return Index.
The fund's AUM is Rs 1,052.37 crore, while its NAV is Rs 45.5600.
Nippon India Small Cap
The fund has given returns of 32.27 per cent, levels above its benchmark of the NIFTY Smallcap 250 Total Return Index.
The fund's AUM is Rs 50,422.78 crore, while its NAV is worth Rs 171.2982.
quant Flexi Cap Fund - Growth Option
The top flexi cap is also from Quant. It has given a 32.08 per cent return in the five-year period.
The fund's benchmark, the NIFTY 500 Total Return Index, meanwhile, has given an 18.02 per cent return at the same time. Its NAV is worth Rs 108.2310.
Get Latest Business News, Stock Market Updates and Videos; Check your tax outgo through Income Tax Calculator and save money through our Personal Finance coverage. Check Business Breaking News Live on Zee Business Twitter and Facebook. Subscribe on YouTube.
RECOMMENDED STORIES
Retirement Planning: SIP+SWP combination; Rs 15,000 monthly SIP for 25 years and then Rs 1,52,000 monthly income for 30 years
EPF vs SIP vs PPF Calculator: Rs 12,000 monthly investment for 30 years; which can create highest retirement corpus
Retirement Calculator: 40 years of age, Rs 50,000 monthly expenses; what should be retirement corpus and monthly investment
SBI 444-day FD vs Union Bank of India 333-day FD: Know maturity amount on Rs 4 lakh and Rs 8 lakh investments for general and senior citizens
Home loan EMI vs Mutual Fund SIP Calculator: Rs 70 lakh home loan EMI for 20 years or SIP equal to EMI for 10 years; which can be easier route to buy home; know maths
11:35 PM IST