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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 (%) 2021 (%) Kotak Standard Multicap Fund Growth ₹54.04
↑ 0.17 ₹33,341 500 11.1 5 7 16.7 11.4 25.4 Mirae Asset India Equity Fund Growth ₹79.112
↓ -0.84 ₹30,299 1,000 12.3 2.5 5.9 17.2 12.4 27.7 Motilal Oswal Multicap 35 Fund Growth ₹33.345
↓ -0.24 ₹8,622 500 12 1.3 -5.3 10.6 5.5 15.3 BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 ₹588 300 -4.6 -2.6 19.3 17.3 13.6 JM Multicap Fund Growth ₹53.4147
↓ -0.58 ₹188 500 15.8 4.3 11.6 19.7 12.2 32.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Aug 22
Best ELSS (Tax Saving Mutual Funds)
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) IDFC Tax Advantage (ELSS) Fund Growth ₹98.493
↓ -1.18 ₹3,399 500 11.1 2.8 10.2 24.2 13.7 49.2 Tata India Tax Savings Fund Growth ₹28.7482
↓ -0.33 ₹2,743 500 13.8 3.9 10.1 18.2 12.1 30.4 Principal Tax Savings Fund Growth ₹336.413
↓ -3.95 ₹854 500 13.8 3.8 10.5 20.3 11.9 32.1 DSP BlackRock Tax Saver Fund Growth ₹81.731
↓ -0.82 ₹9,091 500 11.5 2.7 4.2 20.4 13.1 35.1 L&T Tax Advantage Fund Growth ₹78.579
↓ -1.06 ₹2,875 500 12.8 2 3 15.6 8.7 30.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Aug 22
Best Large Cap Funds
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) Nippon India Large Cap Fund Growth ₹53.4089
↓ -0.70 ₹10,585 100 15.8 7.2 14.5 18.5 12.3 32.4 ICICI Prudential Bluechip Fund Growth ₹67.58
↓ -0.55 ₹29,981 100 12.8 3.3 10.4 18.7 12.6 29.2 JM Core 11 Fund Growth ₹11.7688
↓ -0.15 ₹39 500 13.5 2 8.5 11.7 7 16.3 SBI Bluechip Fund Growth ₹62.3746
↓ -0.61 ₹29,983 500 13 4.3 7.9 18.3 11.5 26.1 Aditya Birla Sun Life Frontline Equity Fund Growth ₹345.72
↓ -3.30 ₹19,782 100 13.3 3 6.7 17.5 10.6 27.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Aug 22
Best Mid Cap Funds
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) Kotak Emerging Equity Scheme Growth ₹76.348
↑ 0.23 ₹18,259 1,000 12.4 9.4 13.2 28.6 15.9 47.3 Sundaram Mid Cap Fund Growth ₹736.066
↓ -10.12 ₹6,444 100 16.4 8.1 9.6 20.2 9.1 37.5 Taurus Discovery (Midcap) Fund Growth ₹74.21
↓ -0.81 ₹67 1,000 11.3 6.6 6.6 24.1 12.8 32.7 L&T Midcap Fund Growth ₹205.48
↓ -1.91 ₹6,022 500 10.3 4.2 2.4 19.4 9.2 30.4 Motilal Oswal Midcap 30 Fund Growth ₹49.2109
↓ -0.01 ₹2,575 500 16.9 10.8 28.1 27.8 14.6 55.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Aug 22
Best Small Cap Funds
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) SBI Small Cap Fund Growth ₹109.568
↓ -1.09 ₹11,646 500 11.4 7.7 17.4 31.4 18.9 47.6 L&T Emerging Businesses Fund Growth ₹45.725
↓ -0.38 ₹7,336 500 10.3 4.4 15.1 28.6 13.6 77.4 Aditya Birla Sun Life Small Cap Fund Growth ₹51.3481
↓ -0.28 ₹2,594 1,000 9.6 -0.9 -1 19.9 6.8 51.4 Nippon India Small Cap Fund Growth ₹87.4022
↓ -0.66 ₹18,358 100 12 5.8 15 35.2 18.1 74.3 DSP BlackRock Small Cap Fund Growth ₹111.016
↓ -0.66 ₹7,958 500 6.1 4.1 10.8 31.2 13.7 58.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Aug 22
Best Sector Funds
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) Sundaram Rural and Consumption Fund Growth ₹62.3722
↓ -0.90 ₹1,075 100 18.1 10.4 13.8 17.6 8.9 19.3 Franklin Build India Fund Growth ₹67.0178
↓ -0.52 ₹1,028 500 13.8 6.1 13.8 20.1 11.9 45.9 Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹38.95
↓ -0.56 ₹2,004 1,000 17.2 3.1 4.5 12 7.7 16.8 IDFC Infrastructure Fund Growth ₹24.137
↓ -0.04 ₹569 100 10.5 3.6 4.2 21.3 7.8 64.8 ICICI Prudential Banking and Financial Services Fund Growth ₹85.8
↓ -1.16 ₹4,745 100 14.7 3.6 4.2 11.4 7.9 23.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Aug 22
Best Focused Funds
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) Axis Focused 25 Fund Growth ₹42.26
↓ -0.53 ₹16,702 500 12.5 -1.4 -2.8 15.3 12.2 24 Aditya Birla Sun Life Focused Equity Fund Growth ₹92.14
↓ -0.89 ₹5,365 1,000 13 2.6 5.8 17.4 10.7 26.7 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 ₹125.561
↓ -1.38 ₹1,526 300 14 10.8 23.7 20.5 10.5 40.1 Franklin India Focused Equity Fund Growth ₹68.3537
↓ -0.48 ₹7,181 500 15.3 4.2 12.1 21 13.4 39.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Aug 22
Best Value Funds
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) Tata Equity PE Fund Growth ₹203.559
↓ -2.11 ₹4,677 150 12 5.9 9.5 16.7 9.7 28 L&T India Value Fund Growth ₹57.454
↓ -0.66 ₹6,886 500 10.5 1.2 6.1 19.8 10.4 40.3 JM Value Fund Growth ₹50.6345
↓ -0.57 ₹142 500 11.8 -0.5 5.2 19.2 10.2 36.3 Templeton India Value Fund Growth ₹427.073
↓ -4.91 ₹633 500 13.5 6.6 16.4 23.7 11.1 44.5 IDFC Sterling Value Fund Growth ₹90.078
↓ -1.10 ₹4,254 100 9.6 2.7 12.1 26.1 12.3 64.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Aug 22
Best Dividend Yield Funds
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) ICICI Prudential Dividend Yield Equity Fund Growth ₹28.01
↓ -0.20 ₹921 100 10.8 3.7 15.1 22.9 10.9 47.1 Templeton India Equity Income Fund Growth ₹85.5644
↓ -0.41 ₹1,216 500 6.1 4.9 13.5 24.8 14.4 43.1 Principal Dividend Yield Fund Growth ₹86.2165
↓ -0.80 ₹277 500 9.3 2.1 3.4 20.7 12.8 32.5 Aditya Birla Sun Life Dividend Yield Fund Growth ₹255.51
↓ -2.76 ₹745 1,000 10.4 4.1 5.6 20.1 8.3 36.2 UTI Dividend Yield Fund Growth ₹103.901
↓ -0.93 ₹2,656 500 8.5 0.9 0.6 19.1 12.2 38.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Aug 22
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