BEST MUTUAL FUND IN LAST TEN YEARS...BY RETURNS

Mutual funds are widely regarded as a financial instrument that one can rely on to build wealth for the future. All your short-term and long-term goals can be fulfilled with mutual funds. These funds allocate the assets across a multitude of equity and debt securities so that the invested capital grows up over time. What’s also interesting is that mutual funds come with different choices of equity, debt and hybrid funds serving different goals of investors with different risk-appetite and investment horizon. If you are in for long-term investments in mutual funds, you would want to know the 10-year returns of the said asset class, won’t you ? The post enlists the top performers across the mutual fund categories in a 10-year period. So keep reading to know where should you invest.

  • HDFC Index Sensex

This is an open-ended passively managed scheme that replicates the portfolio composition of S&P BSE SENSEX Index. The investment objective of the fund is to provide returns in line with the performance of the S&P BSE SENSEX Index.

Last 05 – Year Returns : 15.61 %

Last 10 – Year Returns : 12.02%

  • UTI Nifty Index Fund

UTI Nifty Index Fund tracks and emulates the performance of NSE Nifty 50 index. The fund mainly invests in the same stocks and in the same proportion as the Nifty index.

Last 05 – Year Returns : 15.31 %

Last 10 – Year Returns : 11.87%

This open-ended equity scheme predominantly invests in large-cap stocks. It aims to offer consistency of returns through large cap stock investments and wider exposure of sectors as well as themes.

Last 05 – Year Returns : 15.90 %

Last 10 – Year Returns : 16.00%

The fund objective is to achieve long-term capital appreciation through investment in a diversified portfolio comprising equity and equity related securities of large cap companies.

Last 05 – Year Returns : 17.05 %

Last 10 – Year Returns : 13.16%

  • Kotak Emerging Equity Scheme

The scheme aims to provide long-term capital appreciation to investors through a portfolio of equity and equity related securities. It primarily invests in mid-cap companies. This scheme is ideal for investors who are looking to park their funds for at least 3-4 years and expect high returns.

Last 05 – Year Returns : 17.75 %

Last 10 – Year Returns : 19.57 %

  • Axis Midcap Fund

This mid cap mutual fund primarily invests in mid-cap companies with the objective to deliver superior returns through faster earnings growth of the companies.

 

Last 05 – Year Returns : 19.48 %

Last 10 – Year Returns : 19.55 %

  • SBI Small Cap Fund

SBI Small Cap Fund aims to offer opportunities to investors for long-term capital growth through investments in a well-diversified portfolio of equity stocks of small cap companies.

Last 05 – Year Returns : 22.67 %

Last 10 – Year Returns : 23.15 %

  • Kotak Small Cap

The scheme mainly invests in companies with small cap market capitalization and are selected from across sectors.

Last 05 – Year Returns : 20.19 %

Last 10 – Year Returns : 18.82 %

  • Aditya Birla Sun Life Banking & PSU Debt Fund

The scheme aims to offer reasonable returns to investors by primarily investing in debt and money market securities issued by Banks, Public Sector undertakings (PSUs) and Public Financial Institutions (PFIs) in India.

Last 05 – Year Returns : 08.31 %

Last 10 – Year Returns : 09.19%

  • Aditya Birla Sun Life Corporate Bond

This open-ended debt scheme mainly invests in AA+ and above rated corporate bonds. The main objective of the fund is to offer optimal returns combined with high liquidity.

Last 05 – Year Returns : 08.49 %

Last 10 – Year Returns : 09.08%