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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 ₹58.6616
↑ 0.14 ₹12,564 500 3.6 17.5 44.7 17.8 16.8 31 Kotak Standard Multicap Fund Growth ₹77.747
↓ -0.47 ₹53,844 500 -2.4 6.1 27.4 12.8 16.2 24.2 Mirae Asset India Equity Fund Growth ₹105.575
↓ -0.37 ₹42,179 1,000 -1.7 9 22.5 8.9 14.9 18.4 JM Multicap Fund Growth ₹99.4337
↓ -0.89 ₹4,531 500 -5.6 4.6 40 23.5 23.5 40 IDFC Focused Equity Fund Growth ₹83.455
↓ -0.15 ₹1,794 100 5.1 15.5 37.7 14.4 17.5 31.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Nov 24
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 ₹42.6431
↓ -0.26 ₹4,926 500 -0.4 12.3 29.5 13.7 17.9 24 IDFC Tax Advantage (ELSS) Fund Growth ₹145.53
↓ -0.63 ₹7,354 500 -3.4 5.1 23.4 13.4 22.1 28.3 L&T Tax Advantage Fund Growth ₹128.123
↓ -0.31 ₹4,485 500 -0.8 11.6 39 16 18.9 28.4 DSP BlackRock Tax Saver Fund Growth ₹132.458
↓ -0.24 ₹17,771 500 -1.3 12.8 37.5 16.3 21.3 30 Aditya Birla Sun Life Tax Relief '96 Growth ₹56.36
↓ -0.12 ₹17,102 500 -2.6 7.7 26 8.7 12.5 18.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Nov 24
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 ₹84.5608
↓ -0.19 ₹34,432 100 -1.7 6.8 29.6 17.4 19.7 32.1 JM Core 11 Fund Growth ₹19.6096
↓ -0.10 ₹177 500 -5.5 2.1 28.1 17.5 16 32.9 ICICI Prudential Bluechip Fund Growth ₹103.01
↓ -0.25 ₹66,207 100 -3.5 5.1 27.5 15.6 18.8 27.4 Aditya Birla Sun Life Frontline Equity Fund Growth ₹494.51
↓ -1.19 ₹31,389 100 -2.2 8.7 26.9 11.7 16.8 23.1 Indiabulls Blue Chip Fund Growth ₹40.81
↑ 0.01 ₹133 500 -4.4 2.2 24 11.1 13.1 22.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Nov 24
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 ₹374.169
↓ -0.22 ₹12,280 500 0 12.8 41 20.1 23.6 40 Kotak Emerging Equity Scheme Growth ₹127.681
↓ -1.12 ₹52,627 1,000 0.6 17.2 38.5 20.3 26.8 31.5 Sundaram Mid Cap Fund Growth ₹1,306.24
↓ -1.58 ₹12,713 100 -2.6 9.9 37.1 21.5 23.6 40.4 Taurus Discovery (Midcap) Fund Growth ₹116.3
↓ -0.64 ₹140 1,000 -8.5 -3.3 17.8 15.6 21.9 38.4 Motilal Oswal Midcap 30 Fund Growth ₹102.612
↑ 0.32 ₹18,604 500 4.5 25.3 57.8 30.4 30.9 41.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Nov 24
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 ₹82.7872
↓ -0.43 ₹17,306 500 0 11.8 30.1 22.1 29.8 46.1 SBI Small Cap Fund Growth ₹171.345
↓ -0.83 ₹34,217 500 -4.1 5.7 25.9 17.4 26.2 25.3 Aditya Birla Sun Life Small Cap Fund Growth ₹84.1405
↓ -0.77 ₹5,430 1,000 -0.6 11.4 25.4 14.5 23.2 39.4 Nippon India Small Cap Fund Growth ₹167.259
↓ -0.86 ₹62,260 100 -1.6 10.7 33.6 25.4 34.5 48.9 DSP BlackRock Small Cap Fund Growth ₹188.589
↓ -1.17 ₹16,705 500 -1.2 13.9 28.4 19.3 29.5 41.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Nov 24
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 ₹49.486
↓ -0.11 ₹1,906 100 -8.8 5.4 50.1 24.5 29.2 50.3 Franklin Build India Fund Growth ₹135.856
↓ -0.15 ₹2,908 500 -4.5 0.4 39.8 26.7 27 51.1 DSP BlackRock Natural Resources and New Energy Fund Growth ₹86.643
↓ -0.09 ₹1,336 500 -5.5 -2.3 32.4 16.5 22.6 31.2 Sundaram Rural and Consumption Fund Growth ₹94.5695
↑ 0.16 ₹1,629 100 -3.1 11.6 22.7 16.3 17.6 30.2 ICICI Prudential Banking and Financial Services Fund Growth ₹119.58
↑ 0.07 ₹8,899 100 0.3 8.9 20 11.4 12.1 17.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Nov 24
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 ₹51.76
↓ -0.07 ₹14,470 500 -1.4 6.7 22.8 2.1 11.2 17.2 Aditya Birla Sun Life Focused Equity Fund Growth ₹134.068
↓ -0.12 ₹8,230 1,000 -0.6 10.7 30.7 11.7 17 23 HDFC Focused 30 Fund Growth ₹212.964
↓ -0.37 ₹15,109 300 2.2 11.9 36.9 22 22.5 29.6 DSP BlackRock Focus Fund Growth ₹51.693
↑ 0.04 ₹2,704 500 -0.5 11.2 31 13 15.4 34.2 Franklin India Focused Equity Fund Growth ₹102.546
↓ -0.51 ₹13,050 500 -4.6 4.6 26.3 15 19.9 23.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Nov 24
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 ₹104.25
↓ -0.24 ₹14,123 500 -0.4 10.3 36 20.5 24.2 39.4 Tata Equity PE Fund Growth ₹342.095
↓ -2.54 ₹9,173 150 -3 8.4 35.7 18.9 20.3 37 JM Value Fund Growth ₹97.7118
↓ -1.14 ₹1,085 500 -8.3 2.8 32.5 22.7 23.9 47.7 HDFC Capital Builder Value Fund Growth ₹695.934
↓ -2.86 ₹7,883 300 -1.6 10.3 34 15.5 20.2 29.6 IDFC Sterling Value Fund Growth ₹143.308
↓ -0.48 ₹10,601 100 -2.9 6.2 29.4 17.1 25.3 32.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Nov 24
Best Dividend Yield Funds
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Templeton India Equity Income Fund Growth ₹137.033
↓ -0.55 ₹2,554 500 -4.8 6.6 36 18.4 24.8 33.3 ICICI Prudential Dividend Yield Equity Fund Growth ₹48.94
↓ -0.18 ₹5,066 100 -4.9 4.6 34.3 22.6 25.6 38.8 Principal Dividend Yield Fund Growth ₹133.117
↓ -0.54 ₹987 500 -5.3 3.7 26.7 15.5 19.7 34 UTI Dividend Yield Fund Growth ₹171.803
↓ -1.03 ₹4,485 500 -3 14.4 40.8 15.9 21.4 35.4 Aditya Birla Sun Life Dividend Yield Fund Growth ₹447.41
↓ -1.43 ₹1,625 1,000 -3.2 9.6 33 19.6 23 40.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Nov 24
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