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

Written by: Team Angel OneUpdated on: 1 Oct 2026, 6:00 pm IST

Discover the best mutual funds for lump sum investments in India as of October 2026, with a focus on 5-year CAGR performance.

In October 2026, investors seeking to make lump sum investments in India have several mutual fund options to consider. These funds are evaluated based on their 5-year Compound Annual Growth Rate (CAGR), providing a snapshot of their performance over a significant period.

Top Mutual Funds for Lump Sum Investments in October 2026

Funds	AUM (in ₹ crore)	NAV	Expense Ratio (%)	PE Ratio	PB Ratio	1 Year Return (%)	5 Year CAGR (%)
SBI PSU Fund	6703.2	32.62	1.88	11.89	1.69	1.51	20.47
LIC MF Infrastructure Fund	1174	53.69	2.69	15.45	3.61	9.51	20.15
Aditya Birla Sun Life PSU Equity Fund	6072.6	34.4	1.88	11.12	1.67	4.32	19.72
DSP India T.I.G.E.R Fund	6467.3	347.99	2.03	27.57	3.58	12.39	19.5
ICICI Prudential Infrastructure Fund	8558.1	194.83	1.91	24.31	2.56	0.78	19.25

Note: In the above data, the NAV is as of September 30, 2026, and AUM as of August 31, 2026.

SBI PSU Fund

The SBI PSU Fund, managed by Rohit Shimpi, is an open-ended equity thematic fund with an AUM of ₹6,703.2 crore and an expense ratio of 1.88%. Its benchmark index is the BSE PSU - TRI. The fund's NAV is ₹32.62, with a 52-week high of ₹37.3 and a low of ₹32.27. Over 5 years, it has delivered a return of 20.47%.

LIC MF Infrastructure Fund

Managed by Mahesh Bendre, the LIC MF Infrastructure Fund is an open-ended sectoral infrastructure fund with an AUM of ₹1,174 crore and an expense ratio of 2.69%. It tracks the Nifty Infrastructure - TRI index. The NAV stands at ₹53.69, with a 52-week high of ₹55.78 and a low of ₹45.19. The fund has achieved a 5-year return of 20.15%.

Aditya Birla Sun Life PSU Equity Fund

Under the management of Dhaval Gala, this open-ended equity thematic fund has an AUM of ₹6,072.6 crore and an expense ratio of 1.88%. It benchmarks against the BSE PSU - TRI. The NAV is ₹34.4, with a 52-week high of ₹38.08 and a low of ₹32.97. Its 5-year return is 19.72%.

DSP India T.I.G.E.R Fund

Rohit Singhania manages the DSP India T.I.G.E.R Fund, an open-ended sectoral infrastructure fund with an AUM of ₹6,467.3 crore and an expense ratio of 2.03%. It follows the BSE India Infrastructure Index - TRI. The NAV is ₹347.99, with a 52-week high of ₹367.48 and a low of ₹296.1. Its 5-year return is 19.5%.

ICICI Prudential Infrastructure Fund

Sanket Gaidhani manages this open-ended sectoral infrastructure fund with an AUM of ₹8,558.1 crore and an expense ratio of 1.91%. It tracks the BSE India Infrastructure Index - TRI. The NAV is ₹194.83, with a 52-week high of ₹207.33 and a low of ₹175.03. The fund has a 5-year return of 19.25%.

Conclusion

In October 2026, the SBI PSU Fund leads with a 5-year return of 20.47%, followed by LIC MF Infra Fund at 20.15%. Aditya Birla SL PSU Equity Fund, DSP India T.I.G.E.R Fund, and ICICI Pru Infrastructure Fund(G) offer returns of 19.72%, 19.5%, and 19.25%, respectively.

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.

Published on: Oct 1, 2026, 12:30 PM IST

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