Best Long Term Mutual Funds for Aggressive Investors
Recent scams and NBFC financial crisis in India has created some confusion for investors whether to invest in mutual funds or not. While there is very little an investor can do on this, investors should always invest for long term where they would get greatly rewarded. If you are an aggressive investor and looking for some long term mutual funds, this article is for you. Here are the list of some of the Best Long Term Mutual Funds an aggressive investor can invest to multiply their money by 3x to 7x times.
Also Read: Best Largecap Mutual Funds to invest in 2019
Which is the best category of mutual funds for Aggressive Investor?
There are several categories of mutual funds like large cap, midcap, multi cap, small cap, balanced, debt funds and sector funds. While sector funds are high risk short term funds, the majority of the other funds are good, however would provide limited returns. Here come the midcap and small cap mutual funds. These provide superior returns compared to other mutual funds in the long term.
How we picked up these long term mutual funds to be invested by aggressive investors?
We have filtered based on below parameters.
1) We picked Mutual Fund schemes that invests in Midcap and small cap sectors.
2) Filtered Mutual Funds that outperformed in the medium to long term of 5-10 years.
3) Mutual Fund schemes that have good credit rating from Value Research are considered here.
4) Funds that has high alpha are considered here. This means, such funds can outperform benchmark indices and provide superior returns. However, some of the midcap and small cap mutual funds could not perform well due to “not so favor” sector in the last 1 year. We have re-rated some of these funds consider this.
5) Funds that have high AUM of over ₹ 300 Crores is considered here. It would mean it has gained investors confidence over a period of time.
10 Best Long Term Mutual Funds for Aggressive Investors
Let us now quickly jump into the long term mutual fund schemes.
#1 – HDFC Mid-Cap Opportunities Fund
What is the fund strategy?
The mutual fund scheme aims to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies in India.
How is the Mutual Fund Performance?
This mutual fund gave 20% annualized returns in the last 10 years, 13% annualized returns in the last 5 years, 11% annualized returns in the last 3 years.
If you would have invested ₹ 1 Lakh 3 years back, your investment would have grown to ₹ 1.4 Lakhs. If you would have invested ₹ 1 Lakh 5 years back, your investment would have grown to ₹ 1.9 Lakhs. If you would have invested ₹ 1 Lakh 10 years back, your investment would have grown to ₹ 6.17 Lakhs. Means if you invested 10 years back, your money would have grown to 6x times.
What are the key ratios of the fund?
This fund risk grade as per Value Research is “Below Average” and Return Grade is “Above Average”.
This mutual fund beta is 0.92 which means it is less volatile compared to the benchmark.
This mutual fund alpha is 0.98 which means it would perform little lower side with the benchmark.
Why to invest?
This mutual fund has been a consistent performer, which gave 20% annualized returns in the last 10 years and 15% annualized return since inception. Considering low beta and good alpha, this is one of the best long term mutual funds in India for aggressive investors.
#2 – Invesco India Mid Cap Fund
What is the fund strategy?
The MF scheme seeks to generate capital appreciation by investing predominantly in Midcap companies in India.
How is the Mutual Fund Performance?
This mutual fund gave 19% annualized returns in the last 10 years, 13% annualized returns in the last 5 years, 11% annualized returns in the last 3 years.
If you would have invested ₹ 1 Lakh 3 years back, your investment would have grown to ₹ 1.4 Lakhs. If you would have invested ₹ 1 Lakh 5 years back, your investment would have grown to ₹ 1.9 Lakhs. If you would have invested ₹ 1 Lakh 10 years back, your investment would have grown to ₹ 5.8 Lakhs.
What are the key ratios of the fund?
This fund risk grade as per Value Research is “Below Average” and Return Grade is “Average”.
This mutual fund beta is 0.85 which means it is less volatile compared to the benchmark.
This mutual fund alpha is 1.06 which means it would outperform the benchmark.
Why to invest?
This mutual fund has been a consistent performer, which gave 19% annualized returns in the last 10 years and 14% annualized return since inception. Considering low beta and high alpha, this is one of the best long term mutual funds to invest in India for aggressive investors.
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#3 – DSP Midcap Fund
What is the fund strategy?
The MF aims to generate long term capital appreciation from a portfolio of midcap companies in India.
How is the Mutual Fund Performance?
This mutual fund gave 18% annualized returns in the last 10 years, 14% annualized returns in the last 5 years, 11% annualized returns in the last 3 years.
If you would have invested ₹ 1 Lakh 3 years back, your investment would have grown to ₹ 1.3 Lakhs. If you would have invested ₹ 1 Lakh 5 years back, your investment would have grown to ₹ 1.9 Lakhs. If you would have invested ₹ 1 Lakh 10 years back, your investment would have grown to ₹ 5.3 Lakhs.
What are the key ratios of the fund?
This fund risk grade as per Value Research is “Average” and Return Grade is “Above Average”.
This mutual fund beta is 0.86 which means it is less volatile compared to the benchmark.
This mutual fund alpha is 1.69 which means it would outperform the benchmark.
Why to invest?
This mutual fund has been a consistent performer, which gave 18% annualized returns in the last 10 years and 14% annualized return since inception. Considering low beta and high alpha, this is one of the best long term mutual funds for 2019.
#4 – Kotak Emerging Equity Scheme
What is the fund strategy?
The mutual fund scheme seeks to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid companies in India.
How is the Mutual Fund Performance?
This mutual fund gave 18% annualized returns in the last 10 years, 16% annualized returns in the last 5 years, 11% annualized returns in the last 3 years.
If you would have invested ₹ 1 Lakh 3 years back, your investment would have grown to ₹ 1.3 Lakhs. If you would have invested ₹ 1 Lakh 5 years back, your investment would have grown to ₹ 2.1 Lakhs. If you would have invested ₹ 1 Lakh 10 years back, your investment would have grown to ₹ 5.1 Lakhs.
What are the key ratios of the fund?
This fund risk grade as per Value Research is “Below Average” and Return Grade is “High”.
This mutual fund beta is 0.85 which means it is less volatile compared to the benchmark.
This mutual fund alpha is 0.94 which means it would perform the lower side compared to the benchmark.
Why to invest?
This mutual fund has been a consistent performer, which gave 18% annualized returns in the last 10 years and 12% annualized return since inception. Considering low beta and good alpha, this is one of the best long term mutual funds for SIP for aggressive investors.
#5 – Axis Midcap Fund
What is the fund strategy?
The mutual fund aims to achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies.
How is the Mutual Fund Performance?
This mutual fund gave 13% annualized returns in the last 5 years and 14% annualized returns in the last 3 years.
If you would have invested ₹ 1 Lakh 3 years back, your investment would have grown to ₹ 1.4 Lakhs. If you would have invested ₹ 1 Lakh 5 years back, your investment would have grown to ₹ 1.9 Lakhs.
What are the key ratios of the fund?
This fund risk grade as per Value Research is “Low” and Return Grade is “Above Average”.
This mutual fund beta is 0.73 which means it is less volatile compared to the benchmark.
This mutual fund alpha is 3.47 which means it would outperform compared to benchmark.
Why to invest?
This mutual fund has been a consistent performer, which gave 13% annualized returns in the last 5 years and 16% annualized return since inception. Considering low beta and very high alpha, this is one of the best mutual funds to invest for the long term by aggressive investors.
#6 – DSP Small Cap Fund
What is the fund strategy?
The aim of the MF is to get long-term capital appreciation by investing in a portfolio that is substantially constitutes of stocks of small cap companies.
How is the Mutual Fund Performance?
This mutual fund gave 21% annualized returns in the last 10 years, 16% annualized returns in the last 5 years, 6% annualized returns in the last 3 years.
If you would have invested ₹ 1 Lakh 3 years back, your investment would have grown to ₹ 1.1 Lakhs. If you would have invested ₹ 1 Lakh 5 years back, your investment would have grown to ₹ 2.1 Lakhs. If you would have invested ₹ 1 Lakh 10 years back, your investment would have grown to ₹ 6.76 Lakhs.
What are the key ratios of the fund?
This fund risk grade as per Value Research is “Average” and Return Grade is “Average”.
This mutual fund beta is 0.88 which means it is less volatile compared to the benchmark.
This mutual fund alpha -1.61 (negative) which means it may under perform compared to benchmark. This is because small cap and midcap were out of favor in the last 1 year. This could be a short term story, in the long term we believe that midcap and small caps to improve.
Why to invest?
This mutual fund has been a consistent performer, which gave 21% annualized returns in the last 10 years and 20% annualized return since inception. Considering low beta, this is one of the best long term mutual funds for aggressive investors.
#7 – HDFC Small Cap Fund
What is the fund strategy?
The fund seeks to provide long-term capital appreciation / income by investing predominantly in SmallCap cos in India.
How is the Mutual Fund Performance?
This mutual fund gave 16% annualized returns in the last 10 years, 15% annualized returns in the last 5 years, 15% annualized returns in the last 3 years.
If you would have invested ₹ 1 Lakh 3 years back, your investment would have grown to ₹ 1.5 Lakhs. If you would have invested ₹ 1 Lakh 5 years back, your investment would have grown to ₹ 2 Lakhs. If you would have invested ₹ 1 Lakh 10 years back, your investment would have grown to ₹ 4.4 Lakhs.
What are the key ratios of the fund?
This fund risk grade as per Value Research is “Below Average” and Return Grade is “High”.
This mutual fund beta is 0.76 which means it is less volatile compared to the benchmark.
This mutual fund alpha 7.18 which means it can provide very high returns compared to benchmark
Why to invest?
This mutual fund has been a consistent performer, which gave 16% annualized returns in the last 10 years and 14% annualized return since inception. Considering low beta and very high alpha, this is one of the best long term mutual funds to invest in India in 2019 for aggressive investors.
#8 – SBI Small Cap Fund
What is the fund strategy?
The fund seeks to provide investors with opportunities for long-term growth in the capital along with the liquidity of an open-ended scheme by investing predominantly in a well diversified basket of equity stocks of small cap companies.
How is this Mutual Fund Performed?
This mutual fund gave 22% annualized returns in the last 5 years and 15% annualized returns in the last 3 years.
If you would have invested ₹ 1 Lakh 3 years back, your investment would have grown to ₹ 1.5 Lakhs. If you would have invested ₹ 1 Lakh 5 years back, your investment would have grown to ₹ 2.7 Lakhs.
What are the key ratios of the fund?
This fund risk grade as per Value Research is “Average” and Return Grade is “High”.
This mutual fund beta is 0.88 which means it is less volatile compared to the benchmark.
This mutual fund alpha 6.39 which means it can provide very high returns compared to benchmark
Why to invest?
This mutual fund has been a consistent performer, which gave 22% annualized returns in the last 5 years and 18% annualized return since inception. Considering low beta and very high alpha, this is one of the best long term mutual funds from the small cap segment.
#9 – Reliance Small Cap Fund
What is the fund strategy?
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies.
How is this Mutual Fund Performed?
This mutual fund gave 17% annualized returns in the last 5 years and 14% annualized returns in the last 3 years.
If you would have invested ₹ 1 Lakh 3 years back, your investment would have grown to ₹ 1.5 Lakhs. If you would have invested ₹ 1 Lakh 5 years back, your investment would have grown to ₹ 2.2 Lakhs.
What are the key ratios of the fund?
This fund risk grade as per Value Research is “Average” and Return Grade is “Above Average”.
This mutual fund beta is 0.9 which means it is less volatile compared to the benchmark.
This mutual fund alpha 6.62 which means it can provide very high returns compared to benchmark
Why to invest?
This mutual fund has been a consistent performer, which gave 17% annualized returns in the last 5 years and 22% annualized return since inception. Considering low beta and very high alpha, this is one of the best long term small cap mutual funds in India for aggressive investors.
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#10 – Axis Small Cap Fund
What is the fund strategy?
The fund aims to generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.
How is this Mutual Fund Performed?
This mutual fund gave 14% annualized returns in the last 5 years and 12% annualized returns in the last 3 years.
If you would have invested ₹ 1 Lakh 3 years back, your investment would have grown to ₹ 1.5 Lakhs. If you would have invested ₹ 1 Lakh 5 years back, your investment would have grown to ₹ 2 Lakhs.
What are the key ratios of the fund?
This fund risk grade as per Value Research is “Low” and Return Grade is “Above Average”.
This mutual fund beta is 0.62 which means it is less volatile compared to the benchmark.
This mutual fund alpha 3.58 which means it can provide very high returns compared to benchmark
Why to invest?
This mutual fund has been a consistent performer, which gave 14% annualized returns in the last 5 years and 21% annualized return since inception. Considering low beta and very high alpha, this is one of the best long term mutual funds in India from the small cap segment for aggressive investors.
Here is the summary of best mutual funds to invest for long term by aggressive investors
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Suresh
Best Long Term Mutual Funds for Aggressive Investors
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