Top 10 Mutual Funds for Lumpsum Investment in 2024
Lumpsum investment is a method of investment in mutual funds where you invest a large amount of money in one go. It can be beneficial if you have a large corpus of cash or received a bonus. However, it is important to be mindful of market timings while making lumpsum investments.
To optimize returns in the long term, you need to carefully select the right mutual fund for lumpsum investment. In this blog, we will explore some of the top mutual funds suitable for lumpsum investment and the key factors to consider while choosing a mutual fund.
Here are the top ten mutual fund schemes (a blend of equity, debt, and hybrid funds) according to 5-year returns:
1. Quant Small Cap Fund - Equity, 5-year return: 42.46%
2. Quant Infrastructure Fund - Equity, 5-year return: 37.79%
3. Quant Tax Plan - Equity, 5-year return: 34.35%
4. Axis Small Cap Fund - Equity, 5-year return: 29.01%
5. Aditya Birla Sun Life Medium Term - Debt, 5-year return: 8.91%
6. Nippon India Nivesh Lakshya Fund - Debt, 5-year return: 9.38%
7. SBI Magnum Gilt Fund - Debt, 5-year return: 8.39%
8. Quant Multi Asset Fund - Hybrid, 5-year return: 30.04%
9. Quant Absolute Fund - Hybrid, 5-year return: 26.08%
10. Bank of India Mid & Small Cap Equity & Debt Fund - Hybrid, 5-year return: 24.18%
These mutual fund schemes offer opportunities for capital appreciation and long-term growth. Each scheme comes with its own objectives and features, so it is important to consider factors like past performance, expense ratio, exit load, market predictions, and your financial goals before investing in a lumpsum. Remember that investing in mutual funds involves market fluctuations, so it is important to remain patient and committed to your financial goals for the long term.
In conclusion, lumpsum investment in mutual funds can be a lucrative option if done correctly. By carefully selecting the right mutual fund and considering various factors, you can optimize your returns and achieve your financial goals.
Lumpsum investment is a method of investment in mutual funds where you invest a large amount of money in one go. It can be beneficial if you have a large corpus of cash or received a bonus. However, it is important to be mindful of market timings while making lumpsum investments.
To optimize returns in the long term, you need to carefully select the right mutual fund for lumpsum investment. In this blog, we will explore some of the top mutual funds suitable for lumpsum investment and the key factors to consider while choosing a mutual fund.
Here are the top ten mutual fund schemes (a blend of equity, debt, and hybrid funds) according to 5-year returns:
1. Quant Small Cap Fund - Equity, 5-year return: 42.46%
2. Quant Infrastructure Fund - Equity, 5-year return: 37.79%
3. Quant Tax Plan - Equity, 5-year return: 34.35%
4. Axis Small Cap Fund - Equity, 5-year return: 29.01%
5. Aditya Birla Sun Life Medium Term - Debt, 5-year return: 8.91%
6. Nippon India Nivesh Lakshya Fund - Debt, 5-year return: 9.38%
7. SBI Magnum Gilt Fund - Debt, 5-year return: 8.39%
8. Quant Multi Asset Fund - Hybrid, 5-year return: 30.04%
9. Quant Absolute Fund - Hybrid, 5-year return: 26.08%
10. Bank of India Mid & Small Cap Equity & Debt Fund - Hybrid, 5-year return: 24.18%
These mutual fund schemes offer opportunities for capital appreciation and long-term growth. Each scheme comes with its own objectives and features, so it is important to consider factors like past performance, expense ratio, exit load, market predictions, and your financial goals before investing in a lumpsum. Remember that investing in mutual funds involves market fluctuations, so it is important to remain patient and committed to your financial goals for the long term.
In conclusion, lumpsum investment in mutual funds can be a lucrative option if done correctly. By carefully selecting the right mutual fund and considering various factors, you can optimize your returns and achieve your financial goals.
Lumpsum investment is a method of investment in mutual funds where you invest a large amount of money in one go. It can be beneficial if you have a large corpus of cash or received a bonus. However, it is important to be mindful of market timings while making lumpsum investments.
To optimize returns in the long term, you need to carefully select the right mutual fund for lumpsum investment. In this blog, we will explore some of the top mutual funds suitable for lumpsum investment and the key factors to consider while choosing a mutual fund.
Here are the top ten mutual fund schemes (a blend of equity, debt, and hybrid funds) according to 5-year returns:
1. Quant Small Cap Fund - Equity, 5-year return: 42.46%
2. Quant Infrastructure Fund - Equity, 5-year return: 37.79%
3. Quant Tax Plan - Equity, 5-year return: 34.35%
4. Axis Small Cap Fund - Equity, 5-year return: 29.01%
5. Aditya Birla Sun Life Medium Term - Debt, 5-year return: 8.91%
6. Nippon India Nivesh Lakshya Fund - Debt, 5-year return: 9.38%
7. SBI Magnum Gilt Fund - Debt, 5-year return: 8.39%
8. Quant Multi Asset Fund - Hybrid, 5-year return: 30.04%
9. Quant Absolute Fund - Hybrid, 5-year return: 26.08%
10. Bank of India Mid & Small Cap Equity & Debt Fund - Hybrid, 5-year return: 24.18%
These mutual fund schemes offer opportunities for capital appreciation and long-term growth. Each scheme comes with its own objectives and features, so it is important to consider factors like past performance, expense ratio, exit load, market predictions, and your financial goals before investing in a lumpsum. Remember that investing in mutual funds involves market fluctuations, so it is important to remain patient and committed to your financial goals for the long term.
In conclusion, lumpsum investment in mutual funds can be a lucrative option if done correctly. By carefully selecting the right mutual fund and considering various factors, you can optimize your returns and achieve your financial goals.
Author
Harish Malhi
Read More 📖
Axis Bank Credit Card Net Banking
Axis Bank Credit Card Net Banking
August 5, 2024
August 5, 2024
PNB Fixed Deposit (FD) Interest Rates
PNB Fixed Deposit (FD) Interest Rates
August 5, 2024
August 5, 2024
Linking Aadhaar to Your Punjab National Bank Account
Linking Aadhaar to Your Punjab National Bank Account
August 5, 2024
August 5, 2024
PNB SIP Calculator
PNB SIP Calculator
August 5, 2024
August 5, 2024
How to Close a PNB Account Online & Offline?
How to Close a PNB Account Online & Offline?
August 5, 2024
August 5, 2024
TDS Refund - How to Claim TDS Refund
TDS Refund - How to Claim TDS Refund
August 5, 2024
August 5, 2024
View More