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Best Mutual Funds to Invest in for Long Term | Best Equity Funds

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Best Mutual Funds to Invest in for Long Term

Updated on November 25, 2020 , 217 views

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.

equityfor-long-term

Best Mutual Funds to Invest in for Long Term

Best Multi Cap Equity Funds

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Mirae Asset India Equity Fund  Growth ₹57.669
↓ -0.04
₹18,999 1,000 9.438.86.86.712.412.7
Kotak Standard Multicap Fund Growth ₹39.522
↑ 0.07
₹29,807 500 11.535.36.16.111.512.3
Motilal Oswal Multicap 35 Fund Growth ₹28.2228
↑ 0.02
₹11,015 500 9.136.54.72.310.27.9
IDFC Focused Equity Fund Growth ₹42.25
↑ 0.25
₹1,399 100 6.636.710.71.910.58.9
Aditya Birla Sun Life Equity Fund Growth ₹828.49
↑ 3.81
₹10,980 100 13.441.39.45.111.88.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 20

Best ELSS (Tax Saving Mutual Funds)

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
IDFC Tax Advantage (ELSS) Fund Growth ₹60.71
↑ 0.56
₹2,235 500 10.346.510.51.99.71.9
Tata India Tax Savings Fund Growth ₹20.1445
↑ 0.05
₹2,117 500 10.736.84.84.210.813.6
Principal Tax Savings Fund Growth ₹229.3
↑ 0.23
₹408 500 10.938.910.81.610.22.5
L&T Tax Advantage Fund Growth ₹59.383
↑ 0.42
₹3,109 500 11.437.58.12.19.74.6
DSP BlackRock Tax Saver Fund Growth ₹55.381
↑ 0.20
₹6,325 500 11.237.27.95.411.514.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 20

Best Large Cap Funds

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
SBI Bluechip Fund Growth ₹45.082
↑ 0.13
₹22,421 500 12.840.38.65.89.811.6
Aditya Birla Sun Life Frontline Equity Fund Growth ₹246.46
↑ 0.14
₹17,274 100 11.237.66.24.19.27.6
ICICI Prudential Bluechip Fund Growth ₹46.65
↓ -0.10
₹23,486 100 9.833.85.95.110.29.8
Essel Large Cap Equity Fund Growth ₹25.2549
↓ 0.00
₹85 500 10.434.64.83.78.811.7
Indiabulls Blue Chip Fund Growth ₹23.15
↑ 0.06
₹125 500 11.837.33.15.29.712
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 20

Best Mid Cap Funds

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Taurus Discovery (Midcap) Fund Growth ₹52.15
↑ 0.94
₹53 1,000 8.235.520.55.211.31.6
Kotak Emerging Equity Scheme Growth ₹47.172
↑ 1.10
₹7,668 1,000 13.948.118.35.312.38.9
L&T Midcap Fund Growth ₹151.69
↑ 3.70
₹5,776 500 10.440.315.31.311.1-0.2
Sundaram Mid Cap Fund Growth ₹490.38
↑ 14.27
₹5,243 100 11.242.58.1-2.37.2-0.3
DSP BlackRock Midcap Fund Growth ₹69.031
↑ 1.45
₹8,407 500 11.54122.57.313.29.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 20

Best Small Cap Funds

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
SBI Small Cap Fund Growth ₹66.9168
↑ 1.53
₹5,424 500 12.256.2254.815.56.1
Aditya Birla Sun Life Small Cap Fund Growth ₹34.6093
↑ 0.97
₹2,197 1,000 14.161.914.2-76.4-11.5
L&T Emerging Businesses Fund Growth ₹24.836
↑ 0.63
₹5,271 500 12.355.110-3.110-8.1
DSP BlackRock Small Cap Fund  Growth ₹67.262
↑ 1.23
₹5,323 500 11.762300.69.50.7
Nippon India Small Cap Fund Growth ₹46.6905
↑ 1.16
₹9,392 100 9.356.922.21.611.4-2.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 20

Best Sector Funds

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Sundaram Rural and Consumption Fund Growth ₹45.2883
↑ 0.92
₹1,428 100 8.632.37.41.711.42.7
DSP BlackRock Natural Resources and New Energy Fund Growth ₹33.841
↑ 0.60
₹306 500 10.1447.4-2.314.14.4
IDFC Infrastructure Fund Growth ₹13.63
↑ 0.18
₹471 100 7.836.4-1.6-10.73.9-5.3
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹29.81
↑ 0.14
₹1,563 1,000 23.863.7-3.72.112.714.9
Franklin Build India Fund Growth ₹40.0863
↓ -0.08
₹837 500 11.535.6-4.5-2.46.76
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 20

Best Focused Funds

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Axis Focused 25 Fund Growth ₹34.49
↑ 0.18
₹11,895 500 14.941.912.810.714.814.7
Aditya Birla Sun Life Focused Equity Fund Growth ₹67.1854
↑ 0.19
₹4,092 1,000 10.735.47.959.711.3
Motilal Oswal Focused 25 Fund  Growth ₹26.798
↓ 0.00
₹1,340 500 13.835.812.98.411.317.1
Principal Focused Multicap Fund Growth ₹76.85
↑ 0.21
₹586 100 11.634.112.57.81111.8
Sundaram Select Focus Fund Growth ₹199.236
↓ -0.16
₹1,047 100 8.228.73.66.910.415
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 20

Best Value Funds

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
L&T India Value Fund Growth ₹39.028
↑ 0.33
₹6,197 500 10.241.28.919.14.6
Tata Equity PE Fund Growth ₹146.963
↑ 1.00
₹4,427 500 10.234.36.2211.25.3
JM Value Fund Growth ₹35.7898
↑ 0.22
₹108 500 13.8406.52.811.511.9
IDFC Sterling Value Fund Growth ₹51.4
↑ 0.87
₹2,626 100 12.558.28.9-3.27.9-6.2
Aditya Birla Sun Life Pure Value Fund Growth ₹50.5013
↑ 0.85
₹3,723 1,000 9.942.87.9-8.15.3-10.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 20

Best Dividend Yield Funds

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Templeton India Equity Income Fund Growth ₹51.937
↑ 0.22
₹808 500 1140.213.33.395.3
Principal Dividend Yield Fund Growth ₹61.11
↑ 0.33
₹166 500 9.333.112.5511.94.4
ICICI Prudential Dividend Yield Equity Fund Growth ₹16.62
↑ 0.22
₹153 100 6.935.25.6-2.76.2-2.9
Aditya Birla Sun Life Dividend Yield Fund Growth ₹177.19
↑ 2.02
₹663 1,000 5.73411.6-0.35.53.5
UTI Dividend Yield Fund Growth ₹72.2033
↑ 0.32
₹2,234 500 5.930.710.65.29.13.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 20

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