Investing a lump sum of money in mutual funds can be a powerful strategy for growing wealth over time. Whether you’ve received a windfall, such as an inheritance or a bonus, or simply have a large sum of money sitting idle, lump sum investments offer the potential for significant returns when chosen wisely. However, selecting the right mutual funds for a lump sum investment in 2025 requires careful consideration of the current market conditions, your financial goals, and your risk tolerance. In this blog, we’ll explore some of the best mutual funds for lump-sum investments in 2025.
Name | AUM (₹ Crore) | CAGR 3Y (%) | Tracking Error |
ICICI Pru Infrastructure Fund | 6,886.49 | 28.85 | 9.96 |
Motilal Oswal Midcap Fund | 23,703.68 | 28.16 | 9.49 |
Nippon India Power & Infra Fund | 6,125.29 | 28.15 | 7.60 |
Franklin India Opportunities Fund | 5,517.19 | 27.25 | 5.96 |
Bandhan Small Cap Fund | 8,474.84 | 25.34 | 4.20 |
Note: The above-mentioned scheme has been selected and sorted based on 3Y CAGR as of April 2, 2025
The ICICI Prudential Infrastructure Fund is an open-ended equity mutual fund by ICICI Prudential Mutual Fund. The investment objective of the scheme is to achieve capital appreciation by investing in a well-diversified basket of equity for companies conducting business in the development and infrastructure sector.
Key Metrics
The Motilal Oswal Midcap Fund is an open-ended equity mutual fund by Motilal Oswal Mutual Fund. The investment objective is to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth.
Key Metrics
Nippon India Power & Infra Fund is an open-ended scheme investing in power & infrastructure sectors. The investment objective is to seek long term capital appreciation by investing in equity/equity related instruments of the companies that are engaged in power and infrastructure space in India.
Key Metrics
Franklin India Opportunities Fund is an ended equity fund suitable for investors seeking long-term capital appreciation by investing in special situation themes.
Key Metrics
Bandhan Small Cap Fund Direct-Growth is an Equity mutual fund scheme from Bandhan Mutual Fund. The fund aims to establish a diverse portfolio of small-cap stocks.
Key Metrics
Investing a lump sum amount in mutual funds can be a great way to make your money work harder for you in 2025. By carefully selecting funds that match your risk tolerance and financial goals, you can potentially maximize returns while managing risks.
Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.
Mutual Fund investments in the securities market are subject to market risks, read all the related documents carefully before investing.
Published on: Apr 2, 2025, 2:32 PM IST
Sachin Gupta
Sachin Gupta is a Content Writer with 6+ years of experience in the stock market, including global markets like the US, Canada, and Australia. At Angel One, Sachin specialises in creating financial content that simplifies complex market trends. Sachin holds a Master's in Commerce, specialising in Economics.
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