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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 (%) 2024 (%) Motilal Oswal Multicap 35 Fund Growth ₹62.3708
↓ -0.38 ₹13,023 500 10.7 6.6 9.7 26.6 20.5 45.7 Mirae Asset India Equity Fund Growth ₹112.816
↓ -0.66 ₹39,530 1,000 6.1 8.1 2.4 15.3 18.1 12.7 Kotak Standard Multicap Fund Growth ₹85.161
↓ -0.67 ₹52,533 500 8.8 10.3 2.4 20.1 20.3 16.5 BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 ₹588 300 -4.6 -2.6 19.3 17.3 13.6 IDFC Focused Equity Fund Growth ₹88.991
↓ -0.46 ₹1,839 100 9.9 5.1 11.1 21.3 19.8 30.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jul 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 (%) 2024 (%) Tata India Tax Savings Fund Growth ₹44.5522
↓ -0.28 ₹4,582 500 7.2 4.7 1.8 19 21.3 19.5 IDFC Tax Advantage (ELSS) Fund Growth ₹152.224
↓ -1.02 ₹6,955 500 5.9 6.7 -1.2 18.3 25.3 13.1 L&T Tax Advantage Fund Growth ₹135.779
↓ -0.97 ₹4,129 500 9.5 5.7 3.8 23.4 22.5 33 Principal Tax Savings Fund Growth ₹511.752
↓ -3.43 ₹1,359 500 6.5 8 2.7 17.9 21.7 15.8 DSP BlackRock Tax Saver Fund Growth ₹140.297
↓ -1.12 ₹16,974 500 5.1 7.8 2.3 22.4 24.6 23.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jul 25
Best Large Cap Funds
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) ICICI Prudential Bluechip Fund Growth ₹109.88
↓ -0.59 ₹69,763 100 5.3 8.2 2.7 20.7 22.4 16.9 SBI Bluechip Fund Growth ₹92.6101
↓ -0.60 ₹52,251 500 5.9 7.6 2.6 16.9 20.1 12.5 Nippon India Large Cap Fund Growth ₹90.4747
↓ -0.45 ₹41,750 100 7 7.6 2.4 22.8 25.3 18.2 Aditya Birla Sun Life Frontline Equity Fund Growth ₹527.94
↓ -3.03 ₹29,859 100 5.9 8 2.4 18.2 20.6 15.6 Essel Large Cap Equity Fund Growth ₹30.7626
↑ 0.20 ₹96 500 -8 -14.5 -2.6 10 7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jul 25
Best Mid Cap Funds
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Sundaram Mid Cap Fund Growth ₹1,387.91
↓ -9.97 ₹12,344 100 11.1 7.4 6.2 27.1 28.5 32 Kotak Emerging Equity Scheme Growth ₹136.493
↓ -0.69 ₹53,464 1,000 15.4 8.2 5.1 25.2 30 33.6 L&T Midcap Fund Growth ₹388.089
↓ -3.50 ₹11,470 500 13.9 4.2 3.1 25.5 26.1 39.7 Taurus Discovery (Midcap) Fund Growth ₹125.25
↓ -0.38 ₹128 1,000 13.1 9.9 -1.3 22.2 23.9 11.3 Edelweiss Mid Cap Fund Growth ₹101.581
↓ -0.70 ₹10,028 500 11.5 6.3 7.8 28.3 32.3 38.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jul 25
Best Small Cap Funds
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Aditya Birla Sun Life Small Cap Fund Growth ₹88.6948
↓ -0.59 ₹4,914 1,000 14.8 6.9 0.1 22.3 28.4 21.5 SBI Small Cap Fund Growth ₹178.297
↓ -0.76 ₹34,028 500 11 6.6 -0.7 21 28.9 24.1 L&T Emerging Businesses Fund Growth ₹84.7745
↓ -0.63 ₹16,061 500 15.4 2.3 -1.1 25.7 35.1 28.5 DSP BlackRock Small Cap Fund Growth ₹204.09
↓ -1.12 ₹16,305 500 18.5 8 6.9 24.5 32.1 25.6 HDFC Small Cap Fund Growth ₹143.852
↓ -0.31 ₹34,032 300 17.2 8.2 5.2 27.6 34.1 20.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jul 25
Best Sector Funds
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) ICICI Prudential Banking and Financial Services Fund Growth ₹134.44
↓ -1.27 ₹9,812 100 5 15 10.8 19.2 22 11.6 Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹61.3
↓ -0.52 ₹3,515 1,000 4.8 16.2 7.7 20.3 22.2 8.7 Sundaram Rural and Consumption Fund Growth ₹97.4128
↓ -0.65 ₹1,548 100 4.3 4 3 18.7 20.2 20.1 Franklin Build India Fund Growth ₹143.829
↓ -0.56 ₹2,857 500 9.5 8 -1.3 32.6 33.6 27.8 DSP BlackRock Natural Resources and New Energy Fund Growth ₹90.106
↑ 0.43 ₹1,292 500 8.7 5.3 -6.4 24.4 26.5 13.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jul 25
Best Focused Funds
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Axis Focused 25 Fund Growth ₹55.04
↓ -0.23 ₹12,644 500 5.2 8.1 3.3 12.5 14.5 14.8 Aditya Birla Sun Life Focused Equity Fund Growth ₹141.178
↓ -0.72 ₹7,774 1,000 6.7 6.9 2.4 18.3 19.8 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 ₹229.083
↓ -1.82 ₹19,578 300 4.9 9.5 7.2 25.5 28.3 24 DSP BlackRock Focus Fund Growth ₹54.97
↓ -0.34 ₹2,576 500 6 8.6 3.7 21 19.6 18.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jul 25
Best Value Funds
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) L&T India Value Fund Growth ₹111.84
↓ -0.68 ₹13,325 500 10.8 9.6 1.9 27.9 28.3 25.9 Tata Equity PE Fund Growth ₹352.274
↓ -2.18 ₹8,506 150 7.2 5.5 -2.4 23.4 22.7 21.7 JM Value Fund Growth ₹100.274
↓ -0.44 ₹1,089 500 9.7 4.7 -5.3 28.5 27.5 25.1 HDFC Capital Builder Value Fund Growth ₹746.615
↓ -4.72 ₹7,140 300 8.6 8.8 3.2 22.9 24.4 20.7 IDFC Sterling Value Fund Growth ₹147.985
↓ -1.08 ₹9,961 100 5.8 5.2 -1.6 20.5 30.3 18 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jul 25
Best Dividend Yield Funds
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) ICICI Prudential Dividend Yield Equity Fund Growth ₹52.39
↓ -0.24 ₹5,401 100 4.7 8 2.1 26.6 29.3 21 Principal Dividend Yield Fund Growth ₹135.222
↓ -0.55 ₹895 500 4.3 3.3 -4.1 18.7 20.9 15.7 Templeton India Equity Income Fund Growth ₹139.16
↓ -0.17 ₹2,373 500 4.8 2.6 -4.3 19.7 27 20.4 UTI Dividend Yield Fund Growth ₹177.593
↓ -0.77 ₹4,010 500 7.7 5.2 0.3 22.4 22.7 24.7 Aditya Birla Sun Life Dividend Yield Fund Growth ₹452.16
↓ -0.69 ₹1,471 1,000 9.3 3.5 -2.9 24.8 24.1 18.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jul 25
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