Lump-sum money is a large chunk of money. It could be in thousands, lakhs or any other large amount invested at once.
If an investor wishes to invest a significant amount of money in one go, mutual funds offer the option of investing in lump-sum.
In this article, we will look at the best performing lump sum investment plans.
Note: The list comprises mutual fund schemes in descending order of 5 year returns. This is in no way a recommendation that historical returns should be considered foremost before making any investment.
Equity mutual funds for lumpsum investment:
Tata Digital India
| Time period | 1 Year | 3 Year | 5 Year |
| Return* | 93.72% | 41.42% | 35.22% |
To know more about the fund, click here: Tata Digital India
ICICI Prudential Technology
| Time period | 1 Year | 3 Year | 5 Year |
| Return* | 96.85% | 42.47% | 34.61% |
To know more about the fund, click here: ICICI Prudential Technology
Aditya Birla Sunlife Digital India
| Time period | 1 Year | 3 Year | 5 Year |
| Return* | 85.23% | 40.74% | 33.61% |
To know more about the fund, click here: Aditya Birla Sunlife Digital India
SBI Tech Opportunities
| Time period | 1 Year | 3 Year | 5 Year |
| Return* | 82.19% | 38.14% | 29.68% |
To know more about the fund, click here: SBI Tech Opportunities
Franklin India Technology Fund
| Time period | 1 Year | 3 Year | 5 Year |
| Return* | 57.51% | 32.83% | 27.04% |
To know more about the fund, click here: Franklin India Technology Fund
*as on November 3, 2021.
Best Debt Mutual Funds For Lumpsum Investment:
IDFC Government Securities Constant Maturity
| Time period | 1 Year | 3 Year | 5 Year |
| Return* | 2.73% | 11.31% | 9.73% |
To know more about the fund, click here: IDFC Government Securities Constant Maturity
SBI Magnum Medium Duration
| Time period | 1 Year | 3 Year | 5 Year |
| Return* | 5.23% | 10.03% | 9.24% |
To know more about the fund, click here: SBI Magnum Medium Duration
SBI Magnum Constant Maturity
| Time period | 1 Year | 3 Year | 5 Year |
| Return* | 3.24% | 10.03% | 9.15% |
To know more about the fund, click here: SBI Magnum Constant Maturity
IDFC Government Securities Investment Plan
| Time period | 1 Year | 3 Year | 5 Year |
| Return* | 3.46% | 11.38% | 8.91% |
To know more about the fund, click here: IDFC Government Securities Investment Plan
Nippon India Gilt Securities
| Time period | 1 Year | 3 Year | 5 Year |
| Return* | 3.62% | 10.53% | 8.90% |
To know more about the fund, click here: Nippon India Gilt Securities
*as on November 3, 2021.
Best Hybrid Mutual Funds For Lumpsum Investment:
Quant Absolute
| Time period | 1 Year | 3 Year | 5 Year |
| Return* | 68.16% | 29.94% | 20.44% |
To know more about the fund, click here: Quant Absolute
Quant Multi Asset
| Time period | 1 Year | 3 Year | 5 Year |
| Return* | 62.54% | 29.45% | 18.55% |
To know more about the fund, click here: Quant Multi Asset
BOI Axa Mid & Small Cap Equity & Debt
| Time period | 1 Year | 3 Year | 5 Year |
| Return* | 67.43% | 23.92% | 17.69% |
To know more about the fund, click here: BOI Axa Mid & Small Cap Equity & Debt
ICICI Prudential Equity & Debt
| Time period | 1 Year | 3 Year | 5 Year |
| Return* | 75.42% | 20.88% | 16.98% |
To know more about the fund, click here: ICICI Prudential Equity & Debt
Mirae Asset Hybrid Equity
| Time period | 1 Year | 3 Year | 5 Year |
| Return* | 46.32% | 19.94% | 16.96% |
To know more about the fund, click here: Mirae Asset Hybrid Equity
*as on November 3, 2021.
This was the list of different categories of top mutual funds for lump-sum investment.
Before investing, Investors are recommended to be aware that the choice of funds should be in terms of personal risk appetite and needs (such as only capital appreciation, both appreciation and tax benefits etc.).
The best lump sum investment plan for you will be one that suits your investor profile. Factors such as expense ratio, fund size, fund managers should also be looked at before making a choice of investments.
Happy Investing!
Note: The returns mentioned in the schemes above are that of direct plans.
Disclaimer: The content presented here is only for educational and informational purposes. It is not intended to be advice on what to buy or sell.
To read the RA disclaimer, please click here.
Investment in securities market are subject to market risks, read all the related documents carefully before investing. Please read the Risk Disclosure documents carefully before investing in Equity Shares, Derivatives, Mutual fund, and/or other instruments traded on the Stock Exchanges. As investments are subject to market risks and price fluctuation risk, there is no assurance or guarantee that the investment objectives shall be achieved. NBT do not guarantee any assured returns on any investments. Past performance of securities/instruments is not indicative of their future performance.
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