How to find such a fund? I generally refer the resource offered by Morningstar India. I look for those funds which has performed best in last 10 years time horizon. Generally when I have to invest for a time horizon as long term 20 years, my priority matrix will be as below:
- Mid Cap Funds (35%).
- Multi Cap Funds (30%).
- Small Cap Funds (25%).
- Large Cap Funds (10%).
Top funds that has been suggested by morningstar in the above categories are listed below:
(Updated as on June’2019)
- R.3Y = Return in last 3 years (% p.a.)
- R.5Y = Return in last 5 years (% p.a.)
- R.10Y = Return in last 10 years (% p.a.)
SL | Name of Fund | Type | R.3Y % | R.5Y % | R.10Y % |
1 | Mirae Asset Large Cap Fund Regular | Large-Cap | 16.02 | 14.40 | 17.55 |
2 | HDFC Small Cap Fund | Small-Cap | 15.81 | 14.84 | 15.99 |
3 | HDFC Mid-Cap Opportunities Fund | Mid Cap | 11.29 | 13.25 | 19.85 |
4 | DSP Small Cap Fund | Small-Cap | 5.98 | 15.29 | 20.95 |
5 | Invesco India Mid Cap Fund | Mid Cap | 11.60 | 13.15 | 19.12 |
6 | Franklin India Prima Fund | Mid Cap | 9.90 | 13.96 | 18.29 |
7 | DSP Midcap Fund | Mid Cap | 11.19 | 13.73 | 18.04 |
8 | Edelweiss Mid CapFund | Mid Cap | 10.84 | 13.28 | 18.19 |
9 | Franklin India Smaller Companies Fund | Small-Cap | 7.58 | 13.68 | 18.70 |
10 | Invesco India Multicap Fund | Multi-Cap | 9.64 | 11.77 | 19.40 |
11 | ICICI Prudential Bluechip Fund Institutional | Large-Cap | 14.56 | 12.28 | 15.94 |
12 | Reliance Multi Cap Fund | Multi-Cap | 12.38 | 10.56 | 17.29 |
13 | Reliance Large Cap Fund | Large-Cap | 15.27 | 12.56 | 13.70 |
14 | Quant Focused fund | Large-Cap | 9.34 | 14.78 | 13.89 |
15 | Kotak Small Cap | Small-Cap | 8.32 | 12.72 | 16.03 |
16 | HDFC Equity Fund | Multi-Cap | 15.73 | 10.53 | 14.97 |
17 | ICICI Prudential Bluechip Fund | Large-Cap | 13.49 | 11.23 | 14.92 |
18 | IDFC Multi Cap Fund | Multi-Cap | 8.76 | 11.16 | 16.91 |
19 | BNP Paribas Multi Cap Fund | Multi-Cap | 11.17 | 11.04 | 15.61 |
20 | Aditya Birla Sun Life Small Cap Midcap Fund | Small-Cap | 6.95 | 11.55 | 15.81 |