Best Long Duration Mutual Funds
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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Top 10 Long Duration Mutual Funds
| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) | |
|---|---|---|---|---|---|---|
| Bank of India Small Cap Fund | Equity | Very High | 2.5% | 5 | ₹291 | |
| Canara Robeco Small Cap Fund | Equity | Very High | 16.0% | 5 | ₹2,560 | |
| PGIM India Midcap Opportunities Fund | Equity | Very High | 6.8% | 5 | ₹5,119 | |
| Quant Tax Plan Fund | Equity | Very High | 4.5% | 5 | ₹1,359 | |
| Quant Infrastructure Fund | Equity | Very High | 12.9% | 5 | ₹573 | |
| Quant Mid Cap Fund | Equity | Very High | 8.0% | 5 | ₹511 | |
| Axis Small Cap Fund | Equity | Very High | 7.3% | 5 | ₹8,984 | |
| Parag Parikh Flexi Cap Fund | Equity | Very High | 2.5% | 5 | ₹22,647 | |
| PGIM India Flexi Cap Fund | Equity | Very High | -2.4% | 5 | ₹4,236 | |
| Bank of India Tax Advantage Fund | Equity | Very High | -5.0% | 5 | ₹570 | |
| View All |
What is the difference between Long Duration Mutual Funds and Short Duration Mutual Funds?
When should I invest in long duration mutual funds?
Who issues long duration mutual funds?
What does investing in long duration mutual funds actually mean?
Let's have a closer look
Now let us jump and check about these top 10 mutual fund schemes.
Bank of India Small Cap Fund Direct Growth
Fund Performance: The Bank of India Small Cap Fund belongs to the Equity category of BOI AXA Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Bank of India Small Cap Fund via lump sum is ₹5,000 and via SIP is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹291Cr |
| 1Y Returns | 2.5% |
Canara Robeco Small Cap Fund Direct Growth
Fund Performance: The Canara Robeco Small Cap Fund belongs to the Equity category of Canara Robeco Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Canara Robeco Small Cap Fund via lump sum is ₹5,000 and via SIP is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹2,560Cr |
| 1Y Returns | 16.0% |
PGIM India Midcap Opportunities Fund Direct Growth
Fund Performance: The PGIM India Midcap Opportunities Fund has given 32% annualized returns in the past three years and 17.3% in the last 5 years. The PGIM India Midcap Opportunities Fund belongs to the Equity category of PGIM India Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in PGIM India Midcap Opportunities Fund via lump sum is ₹5,000 and via SIP is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹5,119Cr |
| 1Y Returns | 6.8% |
Quant Tax Plan Direct Growth
Fund Performance: The Quant Tax Plan Fund has given 31.31% annualized returns in the past three years and 20.36% 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 | ₹1,359Cr |
| 1Y Returns | 4.5% |
Quant Infrastructure Fund Direct Growth
Fund Performance: The Quant Infrastructure Fund has given 30.32% annualized returns in the past three years and 21.19% 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 | ₹573Cr |
| 1Y Returns | 12.9% |
Quant Mid Cap Fund Direct Growth
Fund Performance: The Quant Mid Cap Fund has given 30.28% annualized returns in the past three years and 18.63% 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 | ₹511Cr |
| 1Y Returns | 8.0% |
Axis Small Cap Fund Direct Growth
Fund Performance: The Axis Small Cap Fund has given 26.3% annualized returns in the past three years and 18.64% 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 ₹5,000 and via SIP is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹8,984Cr |
| 1Y Returns | 7.3% |
Parag Parikh Flexi Cap Fund Direct Growth
Fund Performance: The Parag Parikh Flexi Cap Fund has given 21.55% annualized returns in the past three years and 17.37% in the last 5 years. The Parag Parikh Flexi Cap Fund belongs to the Equity category of PPFAS Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Parag Parikh Flexi Cap Fund via lump sum is ₹1,000 and via SIP is ₹1,000.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹22,647Cr |
| 1Y Returns | 2.5% |
PGIM India Flexi Cap Fund Direct Growth
Fund Performance: The PGIM India Flexi Cap Fund has given 20.77% annualized returns in the past three years and 14.53% in the last 5 years. The PGIM India Flexi Cap Fund belongs to the Equity category of PGIM India Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in PGIM India Flexi Cap Fund via lump sum is ₹5,000 and via SIP is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹4,236Cr |
| 1Y Returns | -2.4% |
Bank of India Tax Advantage Direct Growth
Fund Performance: The Bank of India Tax Advantage Fund has given 20.59% annualized returns in the past three years and 14.56% in the last 5 years. The Bank of India Tax Advantage Fund belongs to the Equity category of BOI AXA Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Bank of India Tax Advantage Fund via lump sum is ₹500 and via SIP is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹570Cr |
| 1Y Returns | -5.0% |
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