High-return stocks and mutual funds for a 5+ year investment
Since you're looking for high-return stocks and mutual funds for a 5+ year investment, I'll focus on growth-oriented picks with strong fundamentals and future potential.
π Best Stocks for 5+ Years Investment
These stocks are selected based on strong earnings, industry growth, and future potential:
πΉ Large-Cap Stocks (Stable & Strong Growth)
1️⃣ HDFC Bank – Leading private bank, stable growth.
2️⃣ ICICI Bank – Strong digital banking presence.
3️⃣ Infosys – IT services, AI, and cloud growth.
4️⃣ TCS – Consistent performer in the IT sector.
5️⃣ Reliance Industries – Expansion in retail, telecom (Jio), and green energy.
πΉ Mid-Cap Stocks (Growth Potential)
6️⃣ Tata Motors – EV boom, global expansion.
7️⃣ Adani Green Energy – Leading in renewable energy.
8️⃣ Polycab India – Strong demand in cables & wires.
9️⃣ L&T (Larsen & Toubro) – Infrastructure & defense contracts.
π Deepak Nitrite – Specialty chemicals leader.
πΉ Small-Cap Stocks (High Risk, High Reward)
πΉ Tata Elxsi – Engineering services, AI, and automation.
πΉ Sona BLW Precision – EV auto components.
πΉ KEI Industries – Power sector growth.
π‘ Suggested Stock Investment Strategy
- ₹3,000/month SIP in Stocks
- Large Cap: ₹1,500
- Mid Cap: ₹1,000
- Small Cap: ₹500
π° Best Mutual Funds for 5+ Years Investment
These mutual funds have historically delivered 15-20% CAGR over 5 years.
πΉ Equity Mutual Funds (High Returns, 5+ Years Horizon)
| Category | Fund Name | Returns (5Y CAGR) |
|---|---|---|
| Large-Cap Fund | Mirae Asset Large Cap Fund | ~15% |
| Mid-Cap Fund | Kotak Emerging Equity Fund | ~18% |
| Small-Cap Fund | SBI Small Cap Fund | ~22% |
| Index Fund (Low Cost) | Nippon India Nifty 50 Index Fund | ~14% |
| Tech Fund | Tata Digital India Fund | ~25% |
π‘ Suggested Mutual Fund Investment Strategy
- ₹3,000/month SIP in Mutual Funds
- Large Cap: ₹800
- Mid Cap: ₹700
- Small Cap: ₹700
- Index Fund: ₹500
- Tech Fund: ₹300
π₯ Final Investment Plan (₹7,000/month for 5+ years)
| Category | Investment |
|---|---|
| Stocks (Direct Equity SIP) | ₹3,000 |
| Mutual Funds (SIP in 5 funds) | ₹3,000 |
| Gold (SGB/Gold ETF) | ₹500 |
| Crypto (BTC & ETH SIP) | ₹500 |
✅ Potential Returns: If your portfolio grows at 15-20% CAGR, your ₹7,000/month investment can grow to ₹7-9 lakh+ in 5 years.



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