Best Mutual Funds for 5 Years Are Here – Apply Now
Last Updated : March 5, 2020, 5:35 p.m.
In search of mutual funds which can offer high returns over a period of 5 years? Well, your search ends with best-in-class equity and hybrid funds. By investing in companies with strong fundamentals, these funds have not only made money for the investors over 5 years but also persuaded them to invest here for long. So, without much ado, let’s check out these funds below.
Recommended Equity funds
Your long-term investments should be in equity to beat inflation. Here’s a list of our recommended funds for your long-term investment needs.
| Best Funds | 1-Year Return | 3-Year Return | 5-Year Return | Return Since Inception |
|---|---|---|---|---|
| Birla Sun Life Frontline Equity Fund | 18.12% | 14.14% | 18.26% | 22.45% |
| ICICI Prudential Focused Bluechip Equity Fund | 21.61% | 13.22% | 17.23% | 15.50% |
| ICICI Prudential Value Discovery Fund | 11.03% | 12.20% | 20.85% | 22.09% |
| DSP BlackRock Opportunities Fund | 21% | 18.08% | 20.56% | 19.21% |
| ICICI Prudential Long Term Equity Fund (Tax Saving) | 8.76% | 10.10% | 17.38% | 21.23% |
| DSP BlackRock Tax Saver Fund | 19.29% | 17.27% | 21.17% | 15.23% |
Recommended Hybrid Funds for Capital Appreciation & Income Generation
Investors seeking benefits of capital appreciation and income generation can go for hybrid funds, which invest in both equity and debt instruments to serve the purpose. Below is a list of recommended hybrid funds.
| Best Funds | 1-Year Return | 3-Year Return | 5-Year Return | Return Since Inception |
|---|---|---|---|---|
| HDFC Balanced Fund | 16.62% | 14.35% | 18.18% | 16.86% |
| DSP BlackRock Balanced Fund | 12.63% | 14.95% | 15.82% | 15.56% |
| Reliance Regular Savings Fund - Balanced Fund Plan | 19.36% | 14.21% | 16.99% | 14.54% |
| ICICI Prudential Balanced Advantage Fund | 12.24% | 11.32% | 14.87% | 11.49% |
Disclaimer- Mutual Fund Investments are subject to market risks. Please read the scheme related documents carefully before investing.