We have filtered these Top 10 Mutual funds for 2019 based on some of these key parameters.
1) Mutual Fund schemes that have performed well in 3 years, 5 years and 10 years time frame.
2) Mutual Fund Schemes that have overcome losses in the last 1 year due to stock market volatility.
3) Funds that have good rating by Value Research Online
4) Funds that have good rating by Crisil.
5) Mutual Funds that have AUM of over Rs 100 Crores which gives confidence to investors.
Some of these mutual funds have not performed well in the last 1 year due to stock market volatility. You need to keep this aside as your goal is to invest for long term of 8-10 years and over.
Now let us jump into these Best Mutual Funds to invest in India.
Top#1 – ICICI Pru Blue Chip Fund
What is its investment Strategy?
The MF aims to generate long term capital appreciation and income distribution to investors from a portfolio that is predominantly invested in equity and equity related securities of large cap companies.
How this Fund Performing now?
This mutual fund scheme gave 15% annualized returns in the last 5 years and 20% annualized returns in the last 10 years. If you would have invested Rs 5,000 per month through SIP for 5 years, the invested value would have been Rs 3 Lakhs (Rs 5,000 x 60 months) and the value of the fund would have grown to Rs 4 Lakhs. Even if you would have invested Rs 1 Lakh lumpsum amount 5 years back, it would have grown to Rs 2.1 Lakhs.
Why to invest?
This is one of the consistent performing mutual fund schemes. Its long term performance in 10 years is amazing. With VRO rating as 4 Star and Crisil as Rank-2, this is one of the best performing mutual funds in India that can be invested through SIP for 10-20 year period.
Top#2 – Aditya Birla SL Frontline Equity Fund
What is its investment Strategy?
The mutual fund aims for long term growth, through a portfolio with a target allocation of 100% equity by aiming at being as diversified across various industries and/ or sectors as its chosen benchmark index, Nifty 50. The secondary objective
How this Fund Performing now?
This mutual fund scheme gave 15% annualized returns in the last 5 years and 19% annualized returns in the last 10 years. If you would have invested Rs 5,000 per month through SIP for 5 years, the invested value would have been Rs 3 Lakhs (Rs 5,000 x 60 months) and the value of the fund would have grown to Rs 3.8 Lakhs. Even if you would have invested Rs 1 Lakh lump sum amount 5 years back, it would have grown to Rs 2.1 Lakhs.
Why to invest?
Even this fund is a consistent performer in large cap mutual funds segment. Its long term performance in 10 years is also good. With VRO rating as 4 Star and Crisil as Rank-3.
Top#3 – HDFC Top 100 Fund
What is its investment Strategy?
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Large-Cap companies.
How this Fund Performing now?
This mutual fund scheme gave 15% annualized returns in the last 5 years and 19% annualized returns in the last 10 years. If you would have invested Rs 5,000 per month through SIP for 5 years, the invested value would have been Rs 3 Lakhs (Rs 5,000 x 60 months) and the value of the fund would have grown to Rs 4 Lakhs. Even if you would have invested Rs 1 Lakh lump sum amount 5 years back, it would have grown to Rs 2.05 Lakhs.
Top#4 – HDFC Mid-cap Opportunities Fund
What is its investment Strategy?
The MF scheme objective is to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
How this Fund Performing now?
This mutual fund scheme gave 22% annualized returns in the last 5 years and 24% annualized returns in the last 10 years. If you would have invested Rs 5,000 per month through SIP for 5 years, the invested value would have been Rs 3 Lakhs (Rs 5,000 x 60 months) and the value of the fund would have grown to Rs 4.05 Lakhs. Even if you would have invested Rs 1 Lakh lump sum amount 5 years back, it would have grown to Rs 2.75 Lakhs.
Why to invest?
This fund has beaten all its peers and gave 24% annualized returns in the long run of 10 years across various market cycles. With VRO rating as 5 Star and Crisil as Rank-3, this is one of the top mid-cap mutual funds invest in India in 2019.
Top#5 – Reliance Small cap Fund
What is its investment Strategy?
The mutual fund aims to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies.
How this Fund Performing now?
This mutual fund scheme gave 14% annualized returns in the last 3 years and 30% annualized returns in the last 5 years. If you would have invested Rs 5,000 per month through SIP for 5 years, the invested value would have been Rs 3 Lakhs (Rs 5,000 x 60 months) and the value of the fund would have grown to Rs 4.65 Lakhs. Even if you would have invested Rs 1 Lakh lump sum amount 5 years back, it would have grown to Rs 3.75 Lakhs.
Why to invest?
This mutual fund has 8 years of history. However, this fund has beaten all their peer mutual fund records and gave 30% annualized returns in the last 5 years even in difficult times. With amazing annualised returns of 18% since inception, VRO rating of 5 Star, Crisil rating of Rank-3, this is one of the best mid-cap mutual funds to invest through SIP in India.
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