3 top mutual fund suggestions in each category (Small Cap, Mid Cap, Large Cap) for next 10.yrs
1. Small Cap Mutual Funds (High Risk - High Reward)
1. Nippon India Small Cap Fund – Direct Plan
10Y SIP Returns: ~24–26%
AUM: ₹38,000+ Cr
Strong long-term track record with deep exposure to high-growth small caps.
2. Quant Small Cap Fund – Direct Plan
10Y SIP Returns: ~26%+ (volatile but aggressive)
AUM: ₹7,000+ Cr
Aggressively managed with tactical allocation.
3. SBI Small Cap Fund – Direct Plan
10Y SIP Returns: ~23–25%
AUM: ₹20,000+ Cr
One of the most consistent small-cap funds over the decade.
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2. Mid Cap Mutual Funds (Moderate Risk - High Return)
1. Motilal Oswal Midcap Fund – Direct Plan
10Y SIP Returns: ~26.78%
AUM: ₹7,000+ Cr
High conviction bets with concentrated midcap picks.
2. Quant Mid Cap Fund – Direct Plan
10Y SIP Returns: ~26.05%
AUM: ₹5,000+ Cr
Tactical, smart-beta style approach to midcaps.
3. Edelweiss Mid Cap Fund – Direct Plan
10Y SIP Returns: ~25.24%
AUM: ₹4,000+ Cr
Solid risk-adjusted performance and diversified exposure
3. Large Cap Mutual Funds (Lower Risk - Steady Return)
1. Axis Bluechip Fund – Direct Plan
10Y SIP Returns: ~14–16%
AUM: ₹30,000+ Cr
Focus on quality large caps, ideal for conservative investors.
2. Mirae Asset Large Cap Fund – Direct Plan
10Y SIP Returns: ~15–17%
AUM: ₹35,000+ Cr
Consistent outperformance with solid fundamentals.
3. UTI Nifty 50 Index Fund – Direct Plan
10Y SIP Returns: ~13–15%
AUM: ₹10,000+ Cr
Passive fund tracking Nifty 50, very low expense ratio.
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