SIPs are one of the best methods to invest in Mutual Funds. But what are the best Mutual Fund SIPs to invest in for 5+ years? Let us understand how SIPs and medium-term investments go together.
November 7, 2024
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You have read about SIPs and how they are one of the best methods to invest in Mutual Funds. But what are the best Mutual Fund SIPs to invest in for 5+ years? Let us start off by understanding how SIPs and medium-term investments go together.
You might have medium-term goals such as paying off a loan, saving up money for when you have a child, or just simply creating wealth over a period of 5+ years.
Systematic Investment Plans (SIPs) allow you to invest small amounts of money over regular intervals of time. This means that SIP investments happen across market cycles. This principle works well for a medium-term investment goal that is spread over 5+ years.
The benefits of investing in Mutual Funds via SIPs range from a low minimum investment amount to instilling a sense of financial discipline. So it is a good way to create wealth for your future self in a diligent and organized manner.
How Can Cube Wealth Help You Achieve Your Investment Goals?
The benefits of investing in Mutual Fund SIPs through the Cube Wealth app are:
Access to Wealth Coaches
Top-notch wealth advisory
Risk-based investment options
MF QuickSIP
Super SIP
Automate your SIPs
Low minimum investment amount
Advice on when to buy and sell
Simple UI and dashboards
The Super SIP option is available only on the Cube Wealth app. It allows you to:
Adjust your SIP amount
Skip payments when you don't have funds
Check out the screenshot of the Super SIP feature in action
Here is an in-app guide of the MF Quick SIP feature
Best Mutual Fund SIPs For The Medium Term
Wealth First, Cube’s wealth advisory partner, curates a list of the best Mutual Funds available at any given point of time. This basically means that you don’t have to spend your time choosing from over 17,000 Mutual Funds. Instead, you can use that time to build a perfect portfolio and create wealth for your future self.
Here is a list of the best Mutual Fund SIPs for the medium term:
Conservative
Moderate
Aggressive
International
Motilal Oswal Focused 25 Fund
Kotak Equity Opportunities Fund
Kotak Small Cap Fund
Nippon India Japan Equity Fund
Mirae Asset Large Cap Fund
Principal Emerging Bluechip Fund
ICICI Prudential Smallcap Fund
Invesco Pan European Equity Fund
Wealth First has a track record of beating the benchmark by ~ 50%. They have over 3,000 clients and an AUM of ₹7,000+ Crores. You can speak to our Wealth Coaches today to learn more.
Note: All facts and figures are updated as of 07/12/2020.
While we update our pages regularly, we advise you to check the Cube Wealth App for the latest data.
SIPs are one of the safest and easiest ways of investing in Mutual Funds for medium-term goals.
The Cube Wealth app makes it simple for you to invest through a SIP by giving you access to curated funds, elite wealth advisory, and the Quick SIP and Super SIP options. You can pay your future self today by downloading the app to know more.
The key to a good SIP is to invest based on your goals so that you can balance the risk and maximize profits. So it is always advisable to get fair and factual guidance from an experienced wealth coach. You can talk to a wealth coach today to get a better idea of what can work for you.
Check out this video on why you should automate your SIP investments
Priya Bansal
Curious about personal finance and all things money. Can either find me reading a book or dancing to a tune.
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