Best Long Term Fund in India 2026
Compare all 29 Long Term Fund Direct Growth funds by stability score, returns, expense ratio and risk metrics. Independent analysis by FundMatrix.
29 Funds₹9K Cr Category AUM0.74% Avg TER14.4% Avg 1Y Return
🛡 Top by Stability Score
1Aditya Birla Sun Life Long Duration Fund-Direct682Sundaram Long Term Tax Advantage Fund Series III Direct Plan623SBI Long Duration Fund624Sundaram Long Term Tax Advantage Fund Series IV Direct Plan615ICICI Prudential Long Term Wealth Enhancement Fund - Direct Plan Cumulative6129 funds
| Fund Name | AMC | Stability | AUM | TER | 1Y Return | Sharpe | |
|---|---|---|---|---|---|---|---|
Nippon India Nivesh Lakshya Long Duration Fund | Nippon India Mutual Fund | 60Moderate | ₹4K Cr | 0.33% | +2.23% | -0.92 | → |
HDFC Long Duration Debt Fund | HDFC Mutual Fund | 60Moderate | ₹3K Cr | 0.28% | +1.57% | -0.97 | → |
SBI Long Duration Fund | SBI Mutual Fund | 62Moderate | ₹934 Cr | 0.31% | +1.61% | -1.15 | → |
ICICI Prudential Long Term Bond Fund | ICICI Prudential Mutual Fund | 61Moderate | ₹366 Cr | 0.43% | +2.40% | -0.94 | → |
Axis Long Duration Fund | Axis Mutual Fund | 60Moderate | ₹160 Cr | 0.33% | +1.19% | -1.05 | → |
Kotak Long Duration Fund | Kotak Mahindra Mutual Fund | 53Insufficient History | ₹50 Cr | 0.31% | +1.93% | -0.85 | → |
Aditya Birla Sun Life Long Duration Fund-Direct | Aditya Birla Sun Life Mutual Fund | 68Moderate | ₹41 Cr | 0.43% | +2.50% | -1.13 | → |
Bandhan Long Duration Fund | Bandhan Mutual Fund | 54Insufficient History | ₹28 Cr | 0.28% | +1.97% | -1.01 | → |
SBI Long Term Advantage Fund - Series V | SBI Mutual Fund | 59Moderate | ₹27 Cr | 0.97% | +4.17% | -0.15 | → |
UTI Long Duration Fund | UTI Mutual Fund | 56Moderate | ₹25 Cr | 0.78% | +1.14% | -1.09 | → |
SBI Long Term Advantage Fund - Series IV | SBI Mutual Fund | 47Below Average | ₹18 Cr | 0.94% | +5.15% | -0.07 | → |
HDFC Long Term Advantage | HDFC Mutual Fund | — | ₹13 Cr | 2.03% | +39.19% | 1.77 | → |
Franklin India Long Duration Fund | Franklin Templeton Mutual Fund | 57Insufficient History | ₹12 Cr | 0.35% | +4.05% | -0.69 | → |
SBI Long Term Advantage Fund - Series VI | SBI Mutual Fund | 49Below Average | ₹11 Cr | 1.11% | +0.28% | -0.42 | → |
UTI Long Term Advantage Fund Series III | UTI Mutual Fund | — | ₹10 Cr | — | +63.80% | 2.53 | → |
UTI Long Term Advantage Fund Series VI | UTI Mutual Fund | — | ₹9 Cr | — | +44.05% | 1.99 | → |
Mirae Asset Long Duration Fund | Mirae Asset Mutual Fund | 43Insufficient History | ₹9 Cr | 0.17% | +1.17% | -1.15 | → |
UTI Long Term Advantage Fund Series IV | UTI Mutual Fund | — | ₹5 Cr | — | +66.16% | 2.60 | → |
UTI Long Term Advantage Fund Series VII | UTI Mutual Fund | — | ₹4 Cr | — | +43.09% | 1.99 | → |
UTI Long Term Advantage Fund Series V | UTI Mutual Fund | — | ₹4 Cr | — | +65.47% | 2.67 | → |
ICICI Prudential Long Term Wealth Enhancement Fund - Direct Plan Cumulative | ICICI Prudential Mutual Fund | 61Moderate | ₹3 Cr | 0.79% | +4.29% | -0.07 | → |
Sundaram Long Term Tax Advantage Fund Series III Direct Plan | Sundaram Mutual Fund | 62Moderate | ₹2 Cr | 0.97% | +9.00% | 0.19 | → |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Plan | Sundaram Mutual Fund | 58Moderate | ₹2 Cr | 0.94% | +4.55% | -0.07 | → |
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Plan | Sundaram Mutual Fund | 50Below Average | ₹1 Cr | — | +5.84% | 0.00 | → |
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Plan | Sundaram Mutual Fund | 57Moderate | ₹1 Cr | 1.00% | +5.39% | -0.02 | → |
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Plan | Sundaram Mutual Fund | 58Moderate | ₹1 Cr | 1.07% | +5.39% | -0.02 | → |
Sundaram Long Term Tax Advantage Fund Series IV Direct Plan | Sundaram Mutual Fund | 61Moderate | ₹1 Cr | 0.99% | +8.96% | 0.18 | → |
Sundaram Long Term Tax Advantage Fund Series II Direct Plan | Sundaram Mutual Fund | 56Moderate | ₹0 Cr | — | +10.64% | 0.34 | → |
Sundaram Long Term Tax Advantage Fund Series I Direct Plan | Sundaram Mutual Fund | 58Moderate | ₹0 Cr | 1.39% | +9.24% | 0.15 | → |
Direct Growth plans only · Data from AMFI India · Stability Score is a FundMatrix proprietary metric · Not investment advice