Long Duration mutual funds refer to funds that have excellent potential and the ability to provide high returns. However, these funds are very volatile in nature and come with high risks. When you take such a Long Duration mutual fund, you will be required to actively and thoroughly review the performance of these funds from time to time. This will help you be aware of how your fund is doing in the market.
These Long Duration mutual funds typically provide great dividends to an investor. If you are someone who is willing to take a high risk in order to receive good returns, then you can choose such a fund.
Long Duration mutual funds buy shares of different companies and invest the investor's money into those shares based on certain criteria.
By equity, we mean ownership. So when an individual or an institution buys stocks or shares of a company which is basically a borrower, then the individual acquires ownership in the company based on the number of units of stock or shares bought by him/her. Equity mutual funds give returns based on the market conditions. Like debt funds, they do not provide a fixed return over a period of time, but the return is dependent on the performance of the company on a daily basis. Hence the market value of equity mutual funds changes on a daily basis.
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| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) |
|---|---|---|---|---|---|
Quant Infrastructure Fund | Equity | Very High | 18.9% | 5 | ₹993 |
Quant Mid Cap Fund | Equity | Very High | 29.2% | 5 | ₹3,268 |
Kotak Infrastructure and Economic Reform Fund | Equity | Very High | 28.3% | 5 | ₹1,139 |
Motilal Oswal Midcap Fund | Equity | Very High | 30.9% | 5 | ₹6,060 |
SBI Contra Fund | Equity | Very High | 27.3% | 5 | ₹16,667 |
Quant Tax Plan Fund | Equity | Very High | 16.8% | 5 | ₹4,957 |
Axis Small Cap Fund | Equity | Very High | 29.3% | 5 | ₹16,369 |
SBI Consumption Opportunities Fund | Equity | Very High | 23.3% | 5 | ₹1,648 |
SBI Magnum Mid Cap Fund | Equity | Very High | 26.7% | 5 | ₹13,202 |
ICICI Prudential Value Discovery Fund | Equity | Very High | 22.3% | 5 | ₹32,494 |
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Now let us jump and check about these top 10 mutual fund schemes.
Fund Performance: The Quant Infrastructure Fund has given 41% annualized returns in the past three years and 29.97% in the last 5 years. The Quant Infrastructure Fund belongs to the Equity category of Quant Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Quant Infrastructure Fund via lump sum is ₹5,000 and via SIP is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹993Cr |
| 1Y Returns | 18.9% |
Fund Performance: The Quant Mid Cap Fund has given 37.96% annualized returns in the past three years and 27.83% in the last 5 years. The Quant Mid Cap Fund belongs to the Equity category of Quant Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Quant Mid Cap Fund via lump sum is ₹5,000 and via SIP is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹3,268Cr |
| 1Y Returns | 29.2% |
Fund Performance: The Kotak Infrastructure and Economic Reform Fund has given 36.88% annualized returns in the past three years and 22.47% in the last 5 years. The Kotak Infrastructure and Economic Reform Fund belongs to the Equity category of Kotak Mahindra Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Kotak Infrastructure and Economic Reform Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹1,139Cr |
| 1Y Returns | 28.3% |
Fund Performance: The Motilal Oswal Midcap Fund has given 35.52% annualized returns in the past three years and 25% in the last 5 years. The Motilal Oswal Midcap Fund belongs to the Equity category of Motilal Oswal Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Motilal Oswal Midcap Fund via lump sum is ₹500 and via SIP is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹6,060Cr |
| 1Y Returns | 30.9% |
Fund Performance: The SBI Contra Fund has given 34.87% annualized returns in the past three years and 24.31% in the last 5 years. The SBI Contra Fund belongs to the Equity category of SBI Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in SBI Contra Fund via lump sum is ₹5,000 and via SIP is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹16,667Cr |
| 1Y Returns | 27.3% |
Fund Performance: The Quant Tax Plan Fund has given 34.83% annualized returns in the past three years and 28.44% in the last 5 years. The Quant Tax Plan Fund belongs to the Equity category of Quant Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Quant Tax Plan Fund via lump sum is ₹500 and via SIP is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹4,957Cr |
| 1Y Returns | 16.8% |
Fund Performance: The Axis Small Cap Fund has given 32.19% annualized returns in the past three years and 27.89% in the last 5 years. The Axis Small Cap Fund belongs to the Equity category of Axis Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Axis Small Cap Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹16,369Cr |
| 1Y Returns | 29.3% |
Fund Performance: The SBI Consumption Opportunities Fund has given 31.12% annualized returns in the past three years and 19.14% in the last 5 years. The SBI Consumption Opportunities Fund belongs to the Equity category of SBI Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in SBI Consumption Opportunities Fund via lump sum is ₹5,000 and via SIP is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹1,648Cr |
| 1Y Returns | 23.3% |
Fund Performance: The SBI Magnum Mid Cap Fund has given 30.27% annualized returns in the past three years and 23% in the last 5 years. The SBI Magnum Mid Cap Fund belongs to the Equity category of SBI Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in SBI Magnum Mid Cap Fund via lump sum is ₹5,000 and via SIP is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹13,202Cr |
| 1Y Returns | 26.7% |
Fund Performance: The ICICI Prudential Value Discovery Fund has given 29.05% annualized returns in the past three years and 20.27% in the last 5 years. The ICICI Prudential Value Discovery Fund belongs to the Equity category of ICICI Prudential Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in ICICI Prudential Value Discovery Fund via lump sum is ₹1,000 and via SIP is ₹100.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹32,494Cr |
| 1Y Returns | 22.3% |
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