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Best Mutual Funds for Lump Sum Investment

Lump sum investment depends on your financial goals, risk tolerance, investment horizon, and overall portfolio strategy. Here is a list of top 20 mutual funds for lump sum investment that will suit your investment need.

Best Mutual Funds for Lump Sum Investment in September 2024

Fund Name3 Years Return5 Years Return
ICICI Prudential Infrastructure Fund (G)
ICICI Prudential Infrastructure Fund (G)
37.1%32.5%
DSP T.I.G.E.R. Fund (G)
DSP T.I.G.E.R. Fund (G)
33.8%31.5%
Tata Infrastructure Fund (G)
Tata Infrastructure Fund (G)
31.5%30.4%
Nippon India Small Cap Fund (G)
Nippon India Small Cap Fund (G)
31.2%37.9%
Bank of India Manufacturing & Infrastructure Fund (G)
Bank of India Manufacturing & Infrastructure Fund (G)
29.1%32.7%
HDFC Mid-Cap Opportunities Fund (G)
HDFC Mid-Cap Opportunities Fund (G)
28.9%31.0%
SBI Consumption Opportunities Fund (G)
SBI Consumption Opportunities Fund (G)
28.8%26.6%
Tata Small Cap Fund (G)
Tata Small Cap Fund (G)
28.3%34.4%
HDFC Focused 30 Fund (G)
HDFC Focused 30 Fund (G)
28.2%24.7%
HSBC Small Cap Fund (G)
HSBC Small Cap Fund (G)
28.0%32.3%
Nippon India Growth Fund (G)
Nippon India Growth Fund (G)
27.4%31.8%
SBI Long Term Equity Fund (G)
SBI Long Term Equity Fund (G)
27.3%27.4%
HDFC Flexi Cap Fund (G)
HDFC Flexi Cap Fund (G)
26.9%24.7%
ICICI Prudential Large & Mid Cap Fund (G)
ICICI Prudential Large & Mid Cap Fund (G)
26.1%26.5%
HSBC Value Fund (G)
HSBC Value Fund (G)
25.6%27.1%
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)
24.9%26.7%
Nippon India Consumption Fund (G)
Nippon India Consumption Fund (G)
24.5%28.3%
ICICI Prudential Focused Equity Fund (G)
ICICI Prudential Focused Equity Fund (G)
23.5%25.9%
UTI Large & Mid Cap Fund (G)
UTI Large & Mid Cap Fund (G)
23.5%25.7%
SBI Magnum Midcap Fund (G)
SBI Magnum Midcap Fund (G)
23.3%29.4%

Note : *NA implies that Fund is relatively new. Not enough data available

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