If we assume that the bull run has been in last 1 year, it gave 80% returns during this period. This is one of the top funds to invest for long term of 10 years.Ībout this fund: Its objective is to invest in a well-diversified portfolio of value stocks (those having attractive valuations in relation to earnings or book value or current and/or future dividends).įund Performance: This fund has beaten its benchmark and provided 22% annualised returns in last 5 years. If you have invested in this fund for Rs 1,000 per month through SIP for 5 years, your total investment would have been Rs 60,000 and your investment value would have been Rs 108,000 now. If we assume that the bull run has been in last 1 year, it gave 58% returns during this period. Its secondary focus is on emerging domestic investment themes.įund Performance: This fund has beaten its benchmark and provided 22% annualised returns in last 5 years. This is one of the good funds to invest for long term of 10 years.Ībout this fund: The scheme focusses its investments in emerging business themes, primarily based on the export / outsourcing / global opportunities of such themes. If you have invested in this fund for Rs 1,000 per month through SIP for 5 years, your total investment would have been Rs 60,000 and your investment value would have been Rs 129,000 now. In the last one year, it gave 89% returns during this bull run. It invests upto 75% in smaller companies.įund Performance: This fund has beaten its benchmark and provided 23% annualised returns in last 5 years. This is one of the best funds to invest for long term of 10-20 years.Ībout this fund: This fund’s objective is to generate long-term capital appreciation from a portfolio of mid-cap and small-cap companies. If you have invested in this fund for Rs 1,000 per month through SIP for 5 years, your total investment would have been Rs 60,000 and your investment value would have been Rs 118,000 now. In the last one year, it gave 78% returns during this bull run. This fund has beaten its benchmark and provided 23% annualised returns in last 5 years.
Consistent performing mutual funds that have provided good returns in the last 5 year + good performance in this bullrun of last 1 year, their crisil ranking, value research ranking are some of the parameters considered in identifying these top mid-cap/small-cap funds.Īlso Read: How to be successful through Mutual fund SIP investments ?ĥ Best Midcap / Small cap funds that are rocking in bull runĪbout this fund: This fund objective is to invest in mid-cap and small cap stocks and generate long term appreciation.įund Performance: This fund has been doing well. However this fund is existing only in last 3 years. One example could be is Reliance small cap fund which has earned more than 150% in last 1 year. While there are a few mid-cap / small cap mutual funds which have been performing well and beating benchmarks, we are not considering them owing to their short performance history.