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Best Mutual Funds to Invest in for Long Term
If you are planning to make a long-term investment, then Mutual Funds are must to be considered! Mutual funds are a great investment option who wants to grow the value of their money over the long-run. Though, there is no such time frame for the duration of long-term, but it can be typically more than five years. So, let’s see some of the best mutual funds for long term investments.
Best Long Term Mutual Funds
A long-term investment is essential in a lot of ways. It helps in wealth creations, Retirement planning, and one can plan most of their Financial goals like buying house/car, child’s education, international trips, or any other assets. The most advised plan for the long-term is the equity mutual fund. These funds are known for its long-term wealth creation.
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Equities invest in shares and stocks of companies. The longer you invest in these funds, higher are the chances to earn good returns. But, one should always remember that with ‘high returns come high risk’, equities can be risky fund. Nevertheless, if planned well and for long-term, one can attain good returns and achieve their long-term goals.
Investing in Best Equity Mutual Funds can have many benefits like:
Diversification
With best Equity Funds investors can diversify their Portfolio through regularly investing. It means that they can invest in equity stocks of different economic sectors. There are many equity funds like large-cap, mid-cap, multi-cap, small cap, etc. So, even if a particular stock drops in value, the others may help in making up for that loss, depending on the Market situation.
Liquidity
Since stocks are actively traded across all major exchanges, every day, this makes equity funds a highly liquid investment. It provides investors, the convenience of buying and selling their stocks depending on the market situation. By investing in equity mutual funds, the money is usually credited to your Bank account in three days.
Dividend Income
Investing into blue-chip companies may help investors earn a steady Income in the form of dividends. A majority of such companies usually pay out regular dividends even in volatile market conditions, typically paid quarterly. Having a diversified portfolio can provide investors with a steady dividend income in the year.
Best Mutual Funds to Invest in for Long Term
Best Multi Cap Equity Funds
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Motilal Oswal Multicap 35 Fund Growth ₹58.4862
↓ -0.51 ₹13,162 500 -6.4 2.6 29.7 17.6 16.4 45.7 Kotak Standard Multicap Fund Growth ₹77.241
↓ -0.24 ₹50,426 500 -5.7 -7.3 14.4 11.6 15 16.5 Mirae Asset India Equity Fund Growth ₹104.384
↓ -0.52 ₹38,752 1,000 -5.7 -4.7 10.7 8.2 13.6 12.7 JM Multicap Fund Growth ₹99.1738
↓ -0.31 ₹5,338 500 -6.9 -6.6 26.1 21.6 22.7 33.3 IDFC Focused Equity Fund Growth ₹84.66
↓ -0.59 ₹1,837 100 -3.8 5 22.8 13.6 16.5 30.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Jan 25
Best ELSS (Tax Saving Mutual Funds)
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Tata India Tax Savings Fund Growth ₹42.5498
↓ -0.16 ₹4,641 500 -6.3 -2.9 16.7 12.9 16.8 19.5 IDFC Tax Advantage (ELSS) Fund Growth ₹142.69
↓ -0.19 ₹6,822 500 -7.8 -7.4 9 11.4 20.1 13.1 L&T Tax Advantage Fund Growth ₹128.438
↓ -0.37 ₹4,313 500 -6.2 -2.5 24.6 14.5 17.5 33 DSP BlackRock Tax Saver Fund Growth ₹130.179
↓ -0.57 ₹16,610 500 -7.1 -4.8 19.7 15.4 19.8 23.9 Principal Tax Savings Fund Growth ₹473.691
↓ -1.44 ₹1,346 500 -6 -4.7 12.9 11.1 17.4 15.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Jan 25
Best Large Cap Funds
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Nippon India Large Cap Fund Growth ₹84.0995
↓ -0.15 ₹35,700 100 -5.5 -4.6 15.1 17.2 18.4 18.2 JM Core 11 Fund Growth ₹19.2791
↓ -0.10 ₹226 500 -7.2 -5.2 14.8 15.8 15 24.3 ICICI Prudential Bluechip Fund Growth ₹101.58
↓ -0.24 ₹63,264 100 -6.2 -4.8 13.6 14 17.6 16.9 Aditya Birla Sun Life Frontline Equity Fund Growth ₹488.67
↓ -1.91 ₹28,786 100 -6.9 -4.8 13 11.1 15.6 15.6 SBI Bluechip Fund Growth ₹86.0657
↓ -0.27 ₹49,683 500 -6.4 -4.1 11.7 10.5 15.3 12.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Jan 25
Best Mid Cap Funds
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) L&T Midcap Fund Growth ₹372.539
↑ 0.07 ₹12,416 500 -8.5 -2.5 26.9 20.3 21.6 39.7 Kotak Emerging Equity Scheme Growth ₹126.181
↓ -0.52 ₹53,079 1,000 -6.4 -3.7 25.6 18.4 24.2 33.6 Sundaram Mid Cap Fund Growth ₹1,292.37
↓ -4.33 ₹12,619 100 -7.5 -1.8 22.5 20.3 21.5 32 Taurus Discovery (Midcap) Fund Growth ₹113.96
↓ -0.10 ₹127 1,000 -10 -10.8 4.6 13.8 20.1 11.3 Motilal Oswal Midcap 30 Fund Growth ₹100.813
↓ -0.62 ₹26,421 500 -6.5 2.7 37.2 28.5 29.3 57.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Jan 25
Best Small Cap Funds
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) L&T Emerging Businesses Fund Growth ₹82.8352
↓ -0.32 ₹17,386 500 -8.1 -4.4 18.7 18.6 27.8 28.5 SBI Small Cap Fund Growth ₹167.218
↓ -0.88 ₹33,496 500 -10.6 -7.3 15.9 14.9 24.3 24.1 Aditya Birla Sun Life Small Cap Fund Growth ₹82.9802
↓ -0.18 ₹5,100 1,000 -10.5 -6.8 12.5 12.7 20.3 21.5 Nippon India Small Cap Fund Growth ₹165.575
↓ -0.02 ₹61,974 100 -8.4 -6.1 18.5 21.3 31.8 26.1 DSP BlackRock Small Cap Fund Growth ₹188.997
↓ -0.06 ₹16,634 500 -7.4 -1.5 16.4 16.6 26.6 25.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Jan 25
Best Sector Funds
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) IDFC Infrastructure Fund Growth ₹49.318
↓ 0.00 ₹1,791 100 -9.5 -12.8 28.2 23.6 27.3 39.3 Franklin Build India Fund Growth ₹133.228
↑ 0.44 ₹2,784 500 -7.7 -8.9 20.1 24.8 25.6 27.8 Sundaram Rural and Consumption Fund Growth ₹93.7042
↑ 0.08 ₹1,584 100 -7.4 -0.5 15.6 16 16.2 20.1 ICICI Prudential Banking and Financial Services Fund Growth ₹116.91
↓ -1.13 ₹8,987 100 -4.9 -3.2 12.3 10.5 10.6 11.6 DSP BlackRock Natural Resources and New Energy Fund Growth ₹84.391
↑ 0.77 ₹1,212 500 -11.2 -12.4 11.5 15.1 20.7 13.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Jan 25
Best Focused Funds
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Axis Focused 25 Fund Growth ₹50.93
↓ -0.11 ₹13,068 500 -7.5 -4 11 2.2 10 14.8 Aditya Birla Sun Life Focused Equity Fund Growth ₹132.016
↓ -0.83 ₹7,581 1,000 -6.6 -3.6 15.1 11.1 15.4 18.7 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 100 -5 8.5 24.5 17 17.3 HDFC Focused 30 Fund Growth ₹209.164
↓ -1.42 ₹15,642 300 -4.1 -1.9 20.3 20.7 21.5 24 DSP BlackRock Focus Fund Growth ₹50.619
↓ -0.32 ₹2,482 500 -7.6 -4.7 14.9 12.2 14 18.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Jan 25
Best Value Funds
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) L&T India Value Fund Growth ₹101.999
↓ -0.55 ₹13,565 500 -7.7 -7.1 17.9 18.3 22.1 25.9 Tata Equity PE Fund Growth ₹334.013
↑ 0.21 ₹8,592 150 -8.8 -7.9 16 17.5 18.8 21.7 JM Value Fund Growth ₹95.7453
↓ -0.18 ₹1,085 500 -10.1 -10.4 14.2 20.6 22.4 25.1 HDFC Capital Builder Value Fund Growth ₹685.997
↓ -2.68 ₹7,252 300 -7.6 -5.1 16.2 14.4 18.8 20.7 Aditya Birla Sun Life Pure Value Fund Growth ₹123.253
↓ -0.41 ₹6,291 1,000 -7.7 -4.1 13.5 16.7 20.3 18.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Jan 25
Best Dividend Yield Funds
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) ICICI Prudential Dividend Yield Equity Fund Growth ₹48.51
↓ -0.06 ₹4,766 100 -7.1 -5.3 18.7 20 24.2 21 Templeton India Equity Income Fund Growth ₹135.486
↑ 0.72 ₹2,367 500 -8.5 -6.9 15.4 17.1 23.2 20.4 Principal Dividend Yield Fund Growth ₹130.95
↓ -0.18 ₹929 500 -7.5 -7.1 11.1 12.9 18.5 15.7 UTI Dividend Yield Fund Growth ₹168.809
↓ -0.46 ₹4,082 500 -8.2 -4.4 21.4 14.8 20.1 24.7 Aditya Birla Sun Life Dividend Yield Fund Growth ₹437.4
↑ 3.06 ₹1,511 1,000 -10.3 -6.1 12.2 18.3 20.9 18.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Jan 25
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