Best Mutual Fund for Lump Sum Investment in 2019

Upwardly presents to you the list of Best Mutual Fund for Lump Sum Investment.

 

Fund NameYearly Return (%)Maturity Amount (Rs)
ICICI Prudential Banking and Financial Services Fund Retail Growth 22.30%Rs 3,07,225
Canara Robeco Emerging Equities Growth 24.59%Rs 4,06,027
Mirae Asset India Equity Fund Regular Growth 18.15%Rs 1,83,103
Invesco India Contra Fund Growth 19.43%Rs 2,15,044
Kotak Standard Multicap Growth 18.60%Rs 1,93,780
Kotak Emerging Equity Scheme Growth 22.30%Rs 3,07,424
Mirae Asset Great Consumer - Regular Growth 17.54%Rs 1,69,332
HDFC Small Cap Fund Growth 19.72%Rs 2,23,237
L&T Midcap Fund Growth 22.17%Rs 3,02,540
Aditya Birla Sun Life India GenNext Fund Growth 18.56%Rs 1,92,838

 

Best Mutual Fund for Lump Sum Investment:

ICICI Prudential Banking and Financial Services Fund Retail

The fund aims to generate long-term capital appreciation to unitholders from a portfolio that is invested in companies engaged in banking and financial services. Since its launch in 2008, the fund gave an annualized return of 19.47%. The fund has outperformed its category by 8-12 percentage points and the benchmark by 2-3 percentage points in the 3 and 5-year returns. A one-time investment of ₹15,000 in 15year(s) is worth ₹3.07 lakhs.

Canara Robeco Emerging Equities Fund

Consistency in performance is the primary quality of the fund. It uses growth-at-a-reasonable approach to pick its companies. It looks for opportunities across various sectors. The fund has 40% invested in large and mid-cap stocks. The fund has outperformed its category by 4-9 percentage points and the benchmark by 3-10 percentage points in the 3 and 5-year returns. It gave 17.24% (annualized) return since its inception in 2005.  A one-time investment of ₹ 15,000 in 15 year(s) is worth ₹ 4.06 lakhs.

 

Mirae Asset India Equity Fund

This fund is one of the best multi cap fund to invest in India. The investment process is focused on a bottom-up approach with a well-diversified approach. The fund follows a growth style of investment. Also, it has the flexibility to invest across sectors, themes & market caps. The fund has beaten its category by 3-4 percentage points in the 3 and 5-year returns. It outperformed the benchmark by 2-3 percentage points. A one-time investment of ₹ 15,000 in 15year(s) is worth ₹ 1.83 lakhs.

 

Invesco India Contra Fund

The fund follows a contrarian investment approach. Therefore, it invests in fundamentally sound companies which are available at attractive valuations / undervalued or in a turnaround phase. The fund has outperformed its category by 2-4 percentage points and the benchmark by 3-6 percentage points in the 3 and 5-year returns. A one-time investment of ₹15,000 in 15year(s) is worth ₹2.15 lakhs.

Kotak Standard Multicap Fund

The fund has performed consistently in all the economic cycles. Also, it has beaten the benchmark and the peers in all the seven years since launch. The fund has beaten the benchmark by 3-6 percentage points and category by 4 percentage points in the 3 and 5-year returns. Among its peers, the fund has given better and consistent returns. A one-time investment of ₹ 15,000 in 15year(s) is worth ₹ 1.93 lakhs.

 

Kotak Emerging Equity Scheme

The fund invests in companies that are priced at a discount to the intrinsic value. To select companies, the fund goes through a process. So, it selects only those companies that have good financial strength and relatively less prone to recession. The find invests 65-70% in mid-caps, 25-30% in small-caps, 5-10% in large-caps. On a three and five-year basis, it has outperformed its benchmark by 3 to 6 percentage points and category by 3 to 5 percentage points. A one-time investment of ₹ 15,000 in 15year(s) is worth ₹ 3.07 lakhs.

 

Mirae Asset Great Consumer

The Consumer Investment Theme responds to lasting changes in the emerging and developed markets. The fund aims to capture the wide-ranging investment opportunities presented by this trend. It does not focus solely on the consumer sector but on a broad range of sectors that will benefit from increased consumption. The portfolio manager aims to construct a concentrated portfolio of stocks based on high conviction investment ideas. Therefore, the fund manager may not have any bias towards a particular market cap or style in selecting investment opportunities. Since its launch in 2011, the fund gave annualized return of 16.85%. The fund has outperformed its category by 3-6 percentage points and the benchmark by 3 percentage points in the 3 and 5-year returns. A one-time investment of ₹15,000 in 15year(s) is worth ₹1.69 lakhs.

HDFC Small Cap Fund

The fund aims at providing long-term capital appreciation, by investing at least 65% in small-cap companies and targets high-quality small-cap business which is undervalued and have a sustainable business. Over three and five years, the fund has been ahead of its benchmark by 8 to 4 percentage points. Also, compared to the category, it has managed 7 to 1 percentage point outperformance. A one-time investment of ₹ 15,000 in 15year(s) is worth ₹ 2.23 lakhs.

 

L&T Midcap Fund

This fund’s strategy is a blend of growth and value styles of investing. Therefore, the focus is on owning fundamentally strong and scalable businesses with a good management track record, at reasonable valuations. The fund’s asset allocation reveals a 15-20 percent allocation to small-cap stocks, while mid-cap allocation is about 80-85 percent, with the rest parked in large caps. This may result in a lower risk profile, while also moderating the returns from this fund. With 3-year and 5-year annualized returns of 17.81% and 23.05% respectively, the fund has outperformed its benchmark by 3 to 5 percentage points and peers by 3 to 5 percentage points. A one-time investment of ₹ 15,000 in 15year(s) is worth ₹ 3.02 lakhs.

 

Aditya Birla Sun Life India GenNext Fund 

The fund strives to benefit from the rising consumption pattern in India, fuelled by high disposable incomes of the young generation (Generation Next). Since its launch in 2005, the fund gave annualized return of 16.69%. The fund has outperformed its category by 3-4 percentage points and the benchmark by 1-4 percentage points in the 3 and 5-year returns. A one-time investment of ₹15,000 in 15year(s) is worth ₹1.92 lakhs.

 

Invest in the best mutual fund for lump sum investment with Upwardly.

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