Which are the best mutual funds to invest in 2019 in India or best mutual funds to invest in for long term or top performing mutual funds in India or best mutual funds to buy or best performing mutual funds in India last 5 years? Now that year is come to an end and people are looking forward for the good investment options for long term planning. Today in this session we are going to discuss about top 10 mutual funds in India for 2019. We are continuously performing lots of research before recommending our reads. We have filtered the “Top 10 – Best Mutual Funds to Invest” based on hundreds of parameters. We are writing this based on several years of experience into Indian financial markets. When we give mutual fund recommendations, we understand the benefits and losses to our clients. Our only objective here is intended to give you the best knowledge as possible.
Top 10 – Best Mutual Funds to Invest in for Long Term in India 2019:
Now it’s turn to look into in detail. In the below table we have shown best performing mutual funds in India last 5 years. We are going to further calculator the long term returns based on this table. It took us long time to figure it out the top performing mutual funds in India. Hope you will also find this information useful for your financial planning.
|Sr. No.||List of Mutual Funds||Funds Category / Sector||AUM (in Crores)||Returns in Last 5 years|
|1||HDFC Small Cap Fund (G)||Small Cap Funds||3,539.92||153.50%|
|2||Franklin India Smaller Companies Fund (G)||Small Cap Funds||5,662.39||171.60%|
|Average Returns of Small Cap Mutual Funds is 162.55%|
|3||Axis Mid Cap Fund – Regular Plan (G)||Mid Cap Funds||1,431.64||149.60%|
|4||Franklin India Prima Fund (G)||Mid Cap Funds||5,569.23||160.20%|
|Average Returns of Mid Cap Mutual Funds is 154.90%|
|5||Axis Focused 25 Fund – Regular Plan (G)||Focused Equity Funds||5,363.85||116.40%|
|6||SBI Focused Equity Fund (G)||Focused Equity Funds||2,678.47||129.40%|
|7||Reliance Focused Equity Fund (G)||Focused Equity Funds||4,103.32||149.0%|
|Average Returns of Focused Equity Mutual Funds is 131.60%|
|8||Principal Hybrid Equity Fund (G)||Hybrid Fund||1,387.15||106.5%|
|9||L&T India Hybrid Equity Fund (G)||Hybrid Fund||10,044.63||103.10%|
|10||SBI Equity Hybrid Fund (G)||Hybrid Fund||1,180.53||103.50%|
|Average Returns of Hybrid Mutual Funds is 104.37%|
|Average Returns of Top 10 – Best Mutual Funds for your Portfolio.||134.28%|
Note: (1) AUM here refers to Assets Under Management. Its a measures / ratio to determine the total market value of the financial assets which a Mutual Fund company holds. (2) MF here is the short name for Mutual Funds. For example when we say Best MF to Invest which determine that we intend to specify Best Mutual Fund to Invest.
Looking at the past performance of top mutual funds with top best mutual funds categories, It conclude that when we diversify our mutual funds investment into different categories like Large Cap Funds, Small & Mid Cap Funds, Equity Mutual Funds and Balanced Funds, One can make a handsome of money which is enough money go get funds for retirement. Investing in best mutual funds for long term in India is one of the easiest ways of making handsome money to get retired with low risk in long run. Make a habit or behavior of diversifying into different mutual fund sectors so that you do not end-up into high risk by miss the good returns for other best MF to invest sectors.
Every person have different aspiration. There may be people who will be more interested towards Best Stocks to Invest, where are other person will be only classified with Best Dividend Paying Stocks. Here we are going to focus only on Best Mutual Funds to buy for long term in India.
Lets take an example to understand what I am saying. Assume that you wish to stay invested in best Indian Mutual Funds for next 20 years with capital investment of INR 10,00,000/- in year 2019, Let’s look below the table to understand how much money you can make by investment diversification based on the above past performance of last 5 years.
After several years of research into mutual funds, we have come up to the funds allocation for best performing mutual funds sector. Here you can see that in next 5 years, how your portfolio will look like:
|Year – 2019||Expected Returns||Year – 2023|
|List||Best Mutual Fund Portfolio||Allocation||Amount Invested||In Percentage||Returns (in INR)|
|1||Small Cap Mutual Funds||50%||400,000.00||162.55%||650,200.00|
|2||Mid Cap Mutual Funds||20%||200,000.00||154.90%||309,800.00|
|3||Focused Mutual Funds||20%||200,000.00||131.60%||263,200.00|
|4||Hybrid Mutual Funds||10%||100,000.00||104.37%||104,367.00|
Continue to our above example, Lets assume that you intend to get 132.76% returns every 5 years. In below table you can see that your initial capital investment of INR 10,00,000/- will give you the handsome returns in next 10 years. If you forget the initial capital for next 20 years, the return on investment amount would be a magical figure for you. Just look at it.
|Initial Investment Amount (in 2019 year)||1,000,000.00||in INR (Indian Currency)|
|Returns on Investment (in 2023 year)||1,327,567.00||(Last 5 years Returns is 132.76%|
|Returns on Investment (in 2028 year)||1,762,433.00||Mutual Fund Valuation after 10 years|
|Returns on Investment (in 2033 year)||4,102,181.00||(Adding Returns of 132.76% on Investment year on year)|
|Returns on Investment (in 2038 year)||9,548,100.00||Final Net Worth after 20 years|
Seeing above figures is quite amazing and overwhelming.
This bring me here to conclude my several years of research. In this article you have seen the top 10 – best mutual funds to invest in India for 2019-2020. We have also seen some of the best performing mutual funds and some of the best mutual funds to invest in for long term. There have always been upside and downside in the financial markets. There are days of bearish market as well as bullish market. But still when you compare your returns keeping in mind long term gains, you will find the returns on investment is fascinating and its not possible to reach there with normal savings or fixed deposits. Hope that you will find this top performing mutual funds interesting for your portfolio and also you will find best mutual funds to invest in India is quite simple and interesting. Do write us your comments and feedback’s, so that next time I can present you some thing better than the best.
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» e-Learning Chapter 2: Top 10 – Best Dividend Paying Stocks for Long Term in India
» e-Learning Chapter 3: Top 10 – Best Stocks to Buy for Long Term Investment in India
» e-Learning Chapter 4: Top 10 – Best Large Cap Stocks to Buy for Long Term Investment in India
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