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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 July 2024

Fund Name3 Years Return5 Years Return
Sundaram Equity Savings Fund (G)
Sundaram Equity Savings Fund (G)
12.0%12.9%
UTI Equity Savings Fund (G)
UTI Equity Savings Fund (G)
11.4%11.3%
Nippon India Nivesh Lakshya Fund (G)
Nippon India Nivesh Lakshya Fund (G)
7.0%6.2%
ICICI Prudential Gilt Fund (G)
ICICI Prudential Gilt Fund (G)
6.5%7.0%
HDFC Floating Rate Debt Plan (G)
HDFC Floating Rate Debt Plan (G)
6.2%6.8%
BHARAT Bond FOF April 2030 fund (G)
BHARAT Bond FOF April 2030 fund (G)
6.2%NA
ICICI Prudential All Seasons Bond Fund (G)
ICICI Prudential All Seasons Bond Fund (G)
6.2%7.2%
BHARAT Bond FOF April 2031 fund (G)
BHARAT Bond FOF April 2031 fund (G)
6.1%NA
Aditya Birla Sun Life Money Manager Fund (G)
Aditya Birla Sun Life Money Manager Fund (G)
6.1%6.1%
UTI Money Market Fund (G)
UTI Money Market Fund (G)
6.1%5.9%
Aditya Birla Sun Life Floating Rate Fund (G)
Aditya Birla Sun Life Floating Rate Fund (G)
6.1%6.5%
ICICI Prudential Banking and PSU Debt Fund (G)
ICICI Prudential Banking and PSU Debt Fund (G)
6.1%6.6%
ICICI Prudential Short Term Fund (G)
ICICI Prudential Short Term Fund (G)
6.1%6.9%
ICICI Prudential Savings Fund (G)
ICICI Prudential Savings Fund (G)
6.1%6.5%
Tata Money Market Fund (G)
Tata Money Market Fund (G)
6.1%6.0%
Aditya Birla Sun Life Savings Fund (G)
Aditya Birla Sun Life Savings Fund (G)
6.0%6.1%
ICICI Prudential Money Market Fund (G)
ICICI Prudential Money Market Fund (G)
6.0%5.9%
ICICI Prudential Floating Interest Fund (G)
ICICI Prudential Floating Interest Fund (G)
6.0%6.7%
Axis Liquid Fund (G)
Axis Liquid Fund (G)
5.9%5.2%
Mahindra Manulife Liquid Fund (G)
Mahindra Manulife Liquid Fund (G)
5.9%5.2%

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

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