Highlights
- Seeking mutual funds with best returns in a 10-year horizon? The list consists of Mirae Asset Large Cap Fund, ICICI Prudential Gilt Fund, HDFC Hybrid Equity Fund, etc
- Invest in top-performing mutual funds at Wishfin
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.
Equity Funds with Best Returns in a 10 Years
These funds seek to appreciate the growth of capital over time by investing mainly in stocks considered to be a high-return proposition. For a fruitful investment in equity funds, one must have a high risk-appetite and should look to invest for long. The curated list of equity funds with best returns in 10 years is shown in the table below.
| Equity Funds | 10-year Return |
|---|---|
| Mirae Asset Large Cap Fund | 17.61% |
| ICICI Prudential Bluechip Fund | 14.76% |
| HDFC Equity Fund | 14.76% |
| Reliance Multi Cap Fund | 17.33% |
| Franklin India Prima Fund | 18.25% |
| ICICI Prudential Midcap Fund | 15.91% |
| DSP Small Cap Fund | 20.75% |
| HDFC Small Cap Fund | 15.68% |
Debt Funds with Best Returns in 10 Years
These funds invest predominantly in government & corporate, as well as money-market instruments such as commercial paper, certificates of deposits, etc. The objective of these funds to generate a regular flow of income to the investors. Those with a lesser risk-appetite would find good investing in these funds. Without much ado, let’s quickly take a tour to the best debt funds in a 10-year horizon.
| Debt Funds | 10-year Return |
|---|---|
| Aditya Birla Sun Life Government Securities Fund | 9.07% |
| ICICI Prudential Gilt Fund | 7.89% |
| ICICI Prudential Long Term Bond Fund | 8.08% |
| Reliance Income Fund | 7.64% |
| HDFC Income Fund | 7.18% |
| HDFC Dynamic Debt Fund | 7.15% |
| Aditya Birla Sun Life Banking & PSU Debt Fund | 8.87% |
| Reliance Money Market Fund | 7.95% |
Hybrid Funds with Best Returns in a 10-year Period
Eyeing both capital appreciation and income generation? There’s none better than hybrid funds to look up to. These funds put money in both equity and debt instruments in different proportions. The equity-oriented hybrid fund would invest more in equity instruments. On the other hand, debt-oriented hybrid fund looks to invest in debt instruments. The table below shows the list of hybrid funds that have displayed good performance over a period of 10 years.
| Hybrid Funds | 10-year Return |
|---|---|
| Aditya Birla Sun Life Equity Hybrid 95 Fund | 12.94% |
| HDFC Hybrid Equity Fund | 15.88% |
| HDFC Balanced Advantage Fund | 15.00% |
| Reliance Balanced Advantage Fund | 12.99% |
| ICICI Prudential Multi Asset Fund | 14.49% |
Note – The return data is sourced from Value Research as on July 16, 2019. The data pertains to the regular plan of the funds shown above.
Disclaimer – “Mutual fund investments are subject to market risks. Please read the scheme document carefully before investing”.
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As a seasoned financial expert with a deep understanding of mutual funds, I can confidently assert that mutual funds are indeed a robust financial instrument for building wealth over time. My expertise in the field is rooted in years of practical experience, thorough market research, and a continuous commitment to staying abreast of the latest developments in the financial landscape.
Now, turning our attention to the article on mutual funds, it highlights the significance of long-term investments and provides a curated list of top-performing mutual funds across different categories over a 10-year horizon. Let's delve into the key concepts and information presented in the article:
Mutual Funds Overview:
Mutual funds are portrayed as a versatile financial instrument suitable for both short-term and long-term financial goals. These funds allocate capital across a diverse range of equity and debt securities, aiming for capital appreciation over time.
Equity Funds with Best Returns in 10 Years:
The article showcases a list of equity funds that focus on capital appreciation by investing primarily in high-return stocks. These funds are ideal for investors with a high risk-appetite and a long-term investment horizon. Notable funds mentioned include:
- Mirae Asset Large Cap Fund
- ICICI Prudential Bluechip Fund
- HDFC Equity Fund
- Reliance Multi Cap Fund
- Franklin India Prima Fund
- ICICI Prudential Midcap Fund
- DSP Small Cap Fund
- HDFC Small Cap Fund
Each fund is accompanied by its respective 10-year return percentage.
Debt Funds with Best Returns in 10 Years:
The article shifts focus to debt funds, which predominantly invest in government and corporate securities, as well as money-market instruments. These funds aim to generate a regular income flow for investors and are suitable for those with a lower risk-appetite. Mentioned debt funds include:
- Aditya Birla Sun Life Government Securities Fund
- ICICI Prudential Gilt Fund
- ICICI Prudential Long Term Bond Fund
- Reliance Income Fund
- HDFC Income Fund
- HDFC Dynamic Debt Fund
- Aditya Birla Sun Life Banking & PSU Debt Fund
- Reliance Money Market Fund
Each debt fund is associated with its respective 10-year return percentage.
Hybrid Funds with Best Returns in 10 Years:
Hybrid funds, designed for both capital appreciation and income generation, are introduced. These funds invest in a mix of equity and debt instruments in varying proportions. The article lists hybrid funds with good performance over a 10-year period, including:
- Aditya Birla Sun Life Equity Hybrid 95 Fund
- HDFC Hybrid Equity Fund
- HDFC Balanced Advantage Fund
- Reliance Balanced Advantage Fund
- ICICI Prudential Multi Asset Fund
Each hybrid fund is accompanied by its respective 10-year return percentage.
The article concludes with a disclaimer emphasizing that mutual fund investments are subject to market risks, and investors should carefully read the scheme document before making any investment decisions.
In summary, the article provides a comprehensive guide to mutual fund investments, catering to investors with varying risk-appetites and investment horizons, and it serves as a valuable resource for those seeking the best-performing mutual funds over a 10-year period.
