Funds We Like

Wondering where to invest your lump sum amount? Explore our Funds We Like page to select schemes of your choice and begin to make investments in mutual funds. These schemes are carefully researched and then selected by our Mutual Fund Research team.

Funds We Like
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Scheme Name Rating NAV Date NAV AUM (Cr) Absolute Returns% /
Annualised Returns%
CAGR%
3M 6M 1Y 3Y 5Y
HELIOS SMALL CAP FUND - REGULAR PLAN - GROWTH 0 04 May 2026 9.92 726.45 4.64 0 0 0 0
NIPPON INDIA SMALL CAP FUND - GROWTH PLAN - GROWTH OPTION 5 04 May 2026 172.3647 61808.85 5.67 0.43 11.77 20.95 22.37
BAJAJ FINSERV SMALL CAP FUND - REGULAR PLAN - GROWTH 0 04 May 2026 10.04 1530.09 6.51 1.29 0 0 0
UNION SMALL CAP FUND REGULAR PLAN - GROWTH 3 04 May 2026 53.18 1665.52 9.42 4.97 23.65 21.07 18.97
INVESCO INDIA SMALL CAP FUND - REGULAR GROWTH 4 04 May 2026 42.34 9207.58 3.85 -1.4 12.88 23.99 22.09
BANDHAN SMALL CAP FUND REGULAR PLAN-GROWTH 4 04 May 2026 47.885 20129.67 4.18 -0.44 15.43 30.27 22.95
MIRAE ASSET SMALL CAP FUND - REGULAR PLAN - GROWTH 0 04 May 2026 11.606 3333.01 1.65 -2.39 14.65 0 0
HDFC SMALL CAP FUND - REGULAR PLAN - GROWTH OPTION 3 04 May 2026 133.012 33724.28 -2.45 -7.76 8.34 16.03 19.02
WHITEOAK CAPITAL MID CAP FUND REGULAR PLAN - GROWTH 5 04 May 2026 20.133 4490.64 2.68 -0.57 16.56 25.37 0
MOTILAL OSWAL MIDCAP FUND - REGULAR GROWTH 3 04 May 2026 91.4201 31046.66 -3.67 -11.6 -3.18 20.75 23.04
SUNDARAM MID CAP FUND REGULAR GROWTH 3 04 May 2026 1426.1884 11898.19 0.29 -1.38 12.91 23.94 20.13
HSBC MIDCAP FUND GROWTH 3 04 May 2026 427.2835 11341.83 7.07 6.46 22.65 26.58 19.35
EDELWEISS MID CAP FUND - REGULAR PLAN - GROWTH OPTION 4 04 May 2026 103.583 13553.62 0.14 -0.07 12.22 24.4 21.13
HDFC MID CAP FUND - GROWTH OPTION 4 04 May 2026 197.452 85357.92 -2.91 -2.53 11.36 22.92 21.4
NIPPON INDIA GROWTH MID CAP FUND - GROWTH PLAN - GROWTH OPTION 4 04 May 2026 4337.1082 39676.13 1.61 1.71 13.81 24.98 22.41
MIRAE ASSET MIDCAP FUND - REGULAR PLAN - GROWTH 3 04 May 2026 37.509 16193.93 0.73 -1.63 16.13 20.71 17.72
HDFC LARGE AND MID CAP FUND - REGULAR PLAN - GROWTH 3 04 May 2026 333.472 25294.79 -3.26 -4.91 4.65 17.62 17.93
NIPPON INDIA VISION LARGE & MID CAP FUND - GROWTH PLAN - GROWTH OPTION 3 04 May 2026 1456.9926 6299.19 -1.84 -2.71 4.87 19.12 17.01
UTI LARGE & MID CAP FUND - REGULAR PLAN-GROWTH 4 04 May 2026 181.4939 5233.97 -3.15 -0.94 7.5 19.97 17.78
INVESCO INDIA LARGE & MID CAP FUND - REGULAR PLAN - GROWTH 4 04 May 2026 99.41 8436.02 0.76 -3.49 10.16 23.18 18.3
BANDHAN LARGE & MID CAP FUND-REGULAR PLAN-GROWTH 4 04 May 2026 138.163 14108.57 0.56 -0.94 10.84 22.81 19.42
MOTILAL OSWAL LARGE AND MIDCAP FUND-REGULAR GROWTH 4 04 May 2026 34.5402 13995.29 5.45 -0.96 16.83 25.22 21.3
MIRAE ASSET LARGE & MIDCAP FUND - REGULAR PLAN - GROWTH OPTION 4 04 May 2026 150.939 38138.08 -2.69 -3.4 8.16 15.8 13.69
MOTILAL OSWAL LARGE CAP FUND - REGULAR - GROWTH 0 04 May 2026 13.3976 2868.27 -3.99 -5.73 1.1 0 0
WHITEOAK CAPITAL LARGE CAP FUND REGULAR PLAN - GROWTH 4 04 May 2026 14.422 1045.06 -5.68 -5.04 1.67 14.63 0
INVESCO INDIA LARGECAP FUND - REGULAR PLAN - GROWTH 3 04 May 2026 67.76 1536.87 -3.98 -4.94 2.81 15.26 13.98
ICICI PRUDENTIAL LARGE CAP FUND (ERSTWHILE BLUECHIP FUND) - GROWTH 5 04 May 2026 107.29 69947.55 -6.17 -5.07 0.68 15.2 14.96
DSP LARGE CAP FUND - REGULAR PLAN - GROWTH 3 04 May 2026 451.091 6619.6 -5.83 -5.96 -2.5 14.69 12.37
NIPPON INDIA LARGE CAP FUND - GROWTH PLAN - GROWTH 5 04 May 2026 89.147 46520.53 -4.01 -4.41 3.47 15.89 17.32
MIRAE ASSET LARGE CAP FUND - REGULAR - GROWTH 3 04 May 2026 109.094 35342.63 -5.75 -5.66 1.1 10.85 11.06

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Lumpsum Investment

Lump sum investment refers to a one-time transaction wherein you can make a single, usually large investment. In lump sum investing, the money is deposited as a one-time down payment.

Funds we like

Benefits of Lumpsum Investment

Convenience

Convenience

Lumpsum investments can be made easily via cheques or bank transfers using multiple payment options

Need-based investing tenures

Need-based investing tenures

Lumpsum investments can be made for taking advantage of low market entry points through targeted investment or for parking money in the short term to fund a near-term goal

Investment of big amount

Investment of big amount

In lumpsum mode, investors have the ease of investing large amounts via a single transaction

FAQs

Mutual funds (MFs), although subject to market risks and gains, help you grow your money with time. Now, this is not an easy task. It needs focus, discipline, and thorough research to reap benefits, but here’s what you can do to accelerate the process.

Mutual funds (MFs), although subject to market risks and gains, help you grow your money with time. Now, this is not an easy task. It needs focus, discipline, and thorough research to reap benefits, but here’s what you can do to accelerate the process.

Mutual funds are subject to Market risk please do necessary research before investing

Mutual funds (MFs), although subject to market risks and gains, help you grow your money with time. Now, this is not an easy task. It needs focus, discipline, and thorough research to reap benefits, but here’s what you can do to accelerate the process.

Mutual funds (MFs), although subject to market risks and gains, help you grow your money with time. Now, this is not an easy task. It needs focus, discipline, and thorough research to reap benefits, but here’s what you can do to accelerate the process.

Mutual funds (MFs), although subject to market risks and gains, help you grow your money with time. Now, this is not an easy task. It needs focus, discipline, and thorough research to reap benefits, but here’s what you can do to accelerate the process.

Mutual funds (MFs), although subject to market risks and gains, help you grow your money with time. Now, this is not an easy task. It needs focus, discipline, and thorough research to reap benefits, but here’s what you can do to accelerate the process.

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