Best Mutual Funds for Lump Sum Investments in India for September 2026: SBI PSU Fund, Aditya Birla SL PSU Equity Fund and More

For September 2026, several mutual funds in India have demonstrated strong performance based on their 5-year CAGR. These funds, managed by experienced professionals, cater to diverse investment needs, offering options across thematic, sectoral, and mid-cap categories. 

Top Mutual Funds for Lump Sum Investments for September 2026 

Note: In the above data, the NAV is as of August 28, 2026, and AUM as of July 31, 2026. 

SBI PSU Fund 

Managed by Rohit Shimpi, the SBI PSU Fund falls under the equity thematic category with an AUM of ₹6,678.3 crore and an expense ratio of 1.87%. Since its inception on July 7, 2010, the fund has been benchmarked against the BSE PSU - TRI. Its NAV stands at ₹34.33, with a 52-week high of ₹37.3 and a low of ₹30.31. The fund has delivered a 5-year return of 23.6%. 

Aditya Birla Sun Life PSU Equity Fund 

Dhaval Gala manages the Aditya Birla Sun Life PSU Equity Fund, another equity thematic fund with an AUM of ₹5,986.5 crore and an expense ratio of 1.88%. Launched on December 30, 2019, it also tracks the BSE PSU - TRI. The NAV is ₹36.27, with a 52-week high of ₹38.08 and a low of ₹31.39. The fund's 5-year return is 23.34%. 

ICICI Prudential Infrastructure Fund 

Under the management of Sanket Gaidhani, the ICICI Prudential Infrastructure Fund belongs to the equity sectoral infrastructure category. It has an AUM of ₹8,522.9 crore and an expense ratio of 1.89%. The fund, which began on August 31, 2005, follows the BSE India Infrastructure Index - TRI. Its NAV is ₹203.75, with a 52-week high of ₹207.33 and a low of ₹175.03, offering a 5-year return of 23%. 

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Motilal Oswal Midcap Fund 

Ajay Khandelwal manages the Motilal Oswal Midcap Fund, classified under equity mid-cap with an AUM of ₹40,036.1 crore and an expense ratio of 1.7%. Launched on February 24, 2014, it is benchmarked against the Nifty Midcap 150 - TRI. The fund's NAV is ₹106.24, with a 52-week high of ₹106.81 and a low of ₹80.7, achieving a 5-year return of 22.6%. 

LIC MF Infra Fund 

Managed by Mahesh Bendre, the LIC MF Infra Fund is part of the equity sectoral infrastructure category. It has an AUM of ₹1,144.8 crore and an expense ratio of 2.73%. Since its inception on March 24, 2008, the fund has tracked the Nifty Infrastructure - TRI. Its NAV is ₹55.06, with a 52-week high of ₹55.78 and a low of ₹45.19, offering a 5-year return of 22.06%. 

Conclusion 

For September 2026, mutual funds like SBI PSU Fund, Aditya Birla SL PSU Equity Fund, and ICICI Pru Infrastructure Fund showed strong 5-year CAGR performance, with returns of 23.6%, 23.34%, and 23%, respectively. These funds cater to various investment preferences, offering thematic, sectoral, and mid-cap options. 

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.