These mutual funds are selected based on recent multi-year performance, risk-adjusted returns, and category diversification. Suitable for investors seeking long-term capital growth.
- Motilal Oswal Large & Mid‑Cap Fund
Approximate returns: 30.9% (3-year) and 30.5% (5-year)
Combines stability of large-cap stocks with the growth potential of mid-cap stocks.
Highly rated for consistent performance.
- Motilal Oswal Mid‑Cap Fund
Approximate returns: 30.8% (3-year) and 36.4% (5-year)
Focused on mid-cap companies with high growth prospects.
Strong historical returns with relatively higher volatility.
- Franklin Build India Fund
Approximate returns: 31.4% (3-year) and 34.2% (5-year)
Thematic fund investing in infrastructure and capital goods-related sectors.
Suited for long-term wealth creation.
- Nippon India Large Cap Fund
Approximate returns: 25.7% (5-year)
Focuses on large-cap blue-chip companies with proven track records.
Lower risk compared to mid-cap or thematic funds.
⚖️ Why These Funds?
Diverse exposure to various market caps (large, mid, thematic).
Strong long-term performance with consistent track records.
Managed by top fund houses with experienced portfolio managers.
Balanced mix of stability and high-growth potential.
🧭 Investment Tips
Diversify your portfolio by investing in multiple categories (large-cap, mid-cap, flexi-cap).
Start SIPs to average out volatility and build discipline.
Minimum 5+ years horizon recommended for better compounding.
Match fund selection with your risk appetite and financial goals.
