Mutual Funds with Best Lump Sum Returns


  • Searching for mutual funds that have given impressive lump sum returns? Well, the list is out here to help you
  • Choose the funds according to your investment goals and risk appetite

Lump sum, as the name suggests, is a one-time amount that you can invest in a mutual fund scheme to achieve your financial goals, which could be a retirement corpus, marriage fund or any other. Having said that, you can even make additional investments using the lump sum route. This sort of investment is applicable to all equity, debt and hybrid schemes. Let’s check out the top performers across each of these schemes.

Equity Mutual Funds That Have Given Maximum Returns on Lump Sum Investments (Ideal for Investors Having High Risk Appetite and Long Investment Horizon)

Funds1-year Return3-year Return5-year Return10-year Return
Axis Bluechip Fund23.34%16.92%10.93%-
SBI Bluechip Fund13.07%9.28%9.84%12.23%
Axis Midcap Fund15.26%13.78%11.23%-
DSP Midcap Fund10.74%8.15%11.56%15.85%
SBI Focused Equity Fund18.66%13%12.56%18.09%
Motilal Oswal Multicap 35 Fund12.40%10.18%13.85%-
SBI Small Cap Fund9.43%12.13%17.22%18.66%
Axis Long Term Equity Fund19.54%14.53%12.43%-
Mirae Asset Tax Saver Fund

Debt Mutual Funds with Maximum Lump Sum Returns (Ideal for investors with low risk appetite)

Hybrid Mutual Funds with Good Lump Sum Returns (Ideal for aggressive and conservative investors)

Funds1-year Return3-year Return5-year Return10-year Return
SBI Equity Hybrid Fund15.56%10.60%10.58%12.43%
HDFC Retirement Savings Fund - Hybrid Equity Plan8.42%9.72%`--
HDFC Hybrid Equity Fund8.72%8.79%9.20%14.27%
Mirae Asset Hybrid Equity Fund12.13%11.50%--

Note – Data sourced from Value Research as of November 5, 2019.

Disclaimer – “Mutual fund investments are subject to market risks. Please read the scheme related documents carefully before investing”.