Looking to invest for next 10 years? Read this.
5paisa Research Team
10th December 2022 - 04:17 am
Are you looking to invest for next 10 years? Then your wait is over as in this post we have listed top 10 funds to invest for next 10 years.
When it comes to investing in equity mutual funds, investing in them from a long-term perspective is a wise thing to do. This is because, in short-term or even in medium-term equity tend to be volatile. Investing in equity mutual funds from a long-term perspective often smoothens your investment experience.
Hence, defining an investment horizon is important. This is because defining investment horizon makes it easier for you to select right mix of mutual funds. Now the question is what is the ideal investment horizon? In order to find the investment horizon that is suitable for you, you need to have a well-articulated financial goal. Financial goals often give you clarity on time horizon and aids you select mutual funds that suits you.
While doing so, risk profiling is also something that is important. If you do not assess your risk profile, irrespective of time horizon, it won’t give you a better investment experience. Having said that, ideally investing for 10 years can be comfortably considered to be a long-term investment horizon chiefly for large-cap, mid-cap and sectoral bets. However, for small-cap anything above 12 years can be considered as long-term.
Therefore, if you are someone who is looking to invest in mutual funds for next 10 years, then in this article we have listed top 10 mutual funds.
|
Fund Name |
Trailing Returns (%) |
Trailing SIP Returns (%) |
||||
|
3-Year |
5-Year |
10-Year |
3-Year |
5-Year |
10-Year |
|
|
Sundaram Multi Cap Fund |
22.15 |
17.20 |
18.42 |
33.83 |
21.01 |
18.12 |
|
Baroda Multi Cap Fund |
24.27 |
16.34 |
14.54 |
34.71 |
21.84 |
16.20 |
|
Sundaram Focused Fund |
23.35 |
17.14 |
15.86 |
29.77 |
20.84 |
16.64 |
|
SBI Magnum Midcap Fund |
27.02 |
15.50 |
21.23 |
40.41 |
23.84 |
19.99 |
|
Baroda Midcap Fund |
27.79 |
17.98 |
9.35 |
40.38 |
24.51 |
14.68 |
|
Invesco India Mid Cap Fund |
24.43 |
18.26 |
20.64 |
33.45 |
22.28 |
20.01 |
|
Nippon India Growth Fund |
26.10 |
18.12 |
17.39 |
36.43 |
23.30 |
18.68 |
|
BNP Paribas Midcap Fund |
25.38 |
16.19 |
20.35 |
33.91 |
21.17 |
18.81 |
|
Kotak Emerging Equity Fund |
26.82 |
17.70 |
21.40 |
35.89 |
23.07 |
21.22 |
|
Axis Midcap Fund |
26.34 |
21.64 |
21.48 |
31.74 |
23.69 |
20.65 |
Tanushree Jaiswal