Best Mutual Funds for Lump Sum Investments in India for November 2026

In November 2026, investors looking to make strategic lump sum investments in the Indian market have several distinct fund options to evaluate. These equity schemes span thematic and infrastructure segments, offering unique risk-return profiles based on their long-term performance metrics.  

Top Mutual Funds for Lump Sum Investments in November 2026  

Note: In the above data, the NAV as of October 27, 2026, and AUM as of September 30, 2026. 

Aditya Birla Sun Life PSU Equity Fund 

Managed by Dhaval Gala, this open-ended thematic equity fund commands an AUM of Rs. 5,774.5 crore and holds an expense ratio of 1.89%. It is benchmarked against the BSE PSU - TRI.  

The fund's NAV stands at Rs. 33.67, with a 52-week high of Rs. 38.08 and a low of Rs. 32.97. Over a 5-year horizon, the fund has delivered a robust return of 18.69%, allocating 73.24% of its portfolio to Large Cap stocks with Financials as its highest sector exposure.  

SBI PSU Fund 

Under the management of Rohit Shimpi, the SBI PSU Fund is an open-ended thematic scheme tracking the BSE PSU - TRI. It manages an AUM of Rs. 6,353.9 crore with an expense ratio of 1.94%.  

The fund’s NAV is Rs. 31.44, sitting near its 52-week low of Rs. 31.07 (52-week high of Rs. 37.30). It features a 5-year return of 18.33%, maintaining its highest sector allocation in the Energy space.  

ICICI Pru NASDAQ 100 Index Fund 

Providing global diversification, this international equity index fund is managed by Sharmila Dsilva. It tracks the Nasdaq-100 index with a highly competitive expense ratio of 1.06% and handles an AUM of Rs. 3,738.2 crore.  

The current NAV is Rs. 23.64 (52-week high of Rs. 25.57 and low of Rs. 18.22). It stands out with a strong 1-year return of 24.46% and a 5-year return of 18.39%.  

DSP India T.I.G.E.R Fund 

The DSP India T.I.G.E.R Fund is an open-ended infrastructure sectoral fund managed by Rohit Singhania. With an AUM of Rs. 6,264.8 crore and an expense ratio of 2.03%, it benchmarks against the BSE India Infrastructure Index - TRI.  

Its NAV is Rs. 331.45, with a 52-week high of Rs. 367.48 and a low of Rs. 296.10. The fund boasts a 5-year return of 18.19% and has a well-diversified allocation featuring 49.36% Large Cap and 25.08% Small Cap stocks.  

LIC MF Infra Fund 

Managed by Mahesh Bendre, this open-ended infrastructure sectoral fund handles an AUM of Rs. 1,153.3 crore and carries an expense ratio of 2.67%. Following the Nifty Infrastructure - TRI, its NAV stands at Rs. 50.76 (52-week high of Rs. 55.78, low of Rs. 45.19).  

The scheme has recorded a 5-year return of 18.07%, concentrating its top sector exposure in Automobile and Ancillaries while maintaining a higher small-cap allocation at 31.02%.  

Conclusion 

For investors analyzing performance metrics in November 2026, the Aditya Birla SUN LIFE PSU Equity Fund leads the group with an 18.69% 5-year return, closely followed by the international ICICI Pru NASDAQ 100 Index Fund at 18.39% and the SBI PSU Fund at 18.33%. The infrastructure offerings from DSP India T.I.G.E.R and LIC MF follow closely at 18.19% and 18.07% respectively, giving lump sum investors clear choices depending on whether they prefer domestic thematic exposure, infrastructure growth, or global technology equities.  

Disclaimer: This blog has been written exclusively for educational purposes. The securities or companies mentioned are only examples and not recommendations. This does not constitute a personal recommendation or 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 are subject to market risks, read all scheme-related documents carefully.

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