{"id":4264,"date":"2025-03-29T00:27:23","date_gmt":"2025-03-28T18:57:23","guid":{"rendered":"https:\/\/www.torusdigital.com\/toruscope\/?p=4264"},"modified":"2025-06-30T15:35:41","modified_gmt":"2025-06-30T10:05:41","slug":"oldest-mutual-fund-in-india","status":"publish","type":"post","link":"https:\/\/www.torusdigital.com\/toruscope\/mutual-funds\/oldest-mutual-fund-in-india\/","title":{"rendered":"What Is The Oldest Mutual Fund in India?- Lists, Performance &amp; Advantages"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_section el_id=&#8221;blog-inner-layout&#8221;][vc_row overlay_dotted=&#8221;&#8221;][vc_column el_class=&#8221;blog_primary&#8221;][vc_row_inner][vc_column_inner][vc_column_text css=&#8221;&#8221;]<span style=\"font-weight: 400;\">The <\/span><b>old mutual funds in India<\/b><span style=\"font-weight: 400;\"> that have been around for the longest period are considered the industry pioneers. Some of the earliest mutual funds in the country include <strong><a href=\"https:\/\/www.torusdigital.com\/mutual-funds\/amc\/sbi-mutual-fund\">SBI Mutual Fund<\/a><\/strong>, Aditya Birla Sun Life Mutual Fund (ABSLMF), Canara Robeco Mutual Fund, <strong><a href=\"https:\/\/www.torusdigital.com\/mutual-funds\/amc\/hdfc-mutual-fund\">HDFC Mutual Fund<\/a><\/strong>, ICICI Prudential Mutual Fund, and UTI Master Share Unit Scheme.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In this blog, you will discover the <\/span><b>oldest mutual fund in India<\/b><span style=\"font-weight: 400;\">, its details, performance, comparison with the benchmark, benefits of investing in these funds, how you can invest and more.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Types_of_Oldest_Mutual_Funds_in_India\"><\/span><b>Types of Oldest Mutual Funds in India\u00a0<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">These funds have built a legacy of stability, consistent performance, and trust among Indian investors over the decades.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">UTI Master Share Unit Scheme (launched 1986) is India\u2019s oldest surviving mutual fund, categorised as a large-cap equity fund.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">SBI Magnum Equity ESG Fund (launched 1991) is one of the earliest thematic funds, focusing on Environmental, Social, and Governance (ESG) criteria.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">UTI Flexi Cap Fund (launched 1992) is among the oldest flexi-cap funds, investing across large, mid, and small-cap stocks for diversification.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Franklin India Prima Fund (launched 1993) is a pioneer in the mid-cap category, targeting high-growth mid-sized companies.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Franklin India Bluechip Fund (launched 1993) is one of the oldest large-cap funds, investing in established blue-chip companies.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">SBI Large &amp; Mid Cap Fund (launched 1997) is a long-standing fund investing in large stocks for balanced growth.<\/span><\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"List_of_the_Oldest_Surviving_Mutual_Funds_in_India_%E2%80%93_A_Look_at_the_Pioneering_Mutual_Funds_in_India\"><\/span><b>List of the Oldest Surviving Mutual Funds in India &#8211; A Look at the Pioneering Mutual Funds in India\u00a0<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Follow this table to know the <\/span><b>oldest mutual funds<\/b><span style=\"font-weight: 400;\"> in India:\u00a0<\/span><\/p>\n<table>\n<tbody>\n<tr>\n<td><b>Fund Name<\/b><\/td>\n<td><b>Date of Inception<\/b><\/td>\n<td><b>Category<\/b><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">UTI Flexi Cap Fund \u2013 IDCW<\/span><\/td>\n<td><span style=\"font-weight: 400;\">30th June 1992<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Equity: Flexi Cap<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">SBI Large &amp; Mid Cap Fund (D)<\/span><\/td>\n<td><span style=\"font-weight: 400;\">31st March 1997<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Equity: Large &amp; MidCap<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Franklin India Prima Fund (G)<\/span><\/td>\n<td><span style=\"font-weight: 400;\">1st December 1993\u00a0<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Equity: Mid-Cap<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">SBI Magnum Equity ESG Fund<\/span><\/td>\n<td><span style=\"font-weight: 400;\">1st January 1991<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Equity: Thematic \u2013 ESG<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Tata Large &amp; Mid Cap Fund<\/span><\/td>\n<td><span style=\"font-weight: 400;\">25th February 1993<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Equity: Large &amp; MidCap<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">UTI Master Share Unit Scheme \u2013 IDCW<\/span><\/td>\n<td><span style=\"font-weight: 400;\">15th October 1986<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Equity: Large Cap<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Franklin India Bluechip Fund (G)<\/span><\/td>\n<td><span style=\"font-weight: 400;\">1st December 1993<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Equity: Large Cap<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2><span class=\"ez-toc-section\" id=\"Performance_Comparison_Between_Old_and_New_Mutual_Funds_in_India\"><\/span><b>Performance Comparison Between Old and New Mutual Funds in India\u00a0<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">In this table, you can find the performance of some old mutual funds in India and the comparison with one of the new funds of the same category:<\/span><\/p>\n<table>\n<tbody>\n<tr>\n<td><b>Fund Name<\/b><\/td>\n<td><b>1Y Annualised Returns\u00a0<\/b><\/td>\n<td><b>New Fund Name<\/b><\/td>\n<td><b>1Y Annualised Returns<\/b><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">UTI Flexi Cap Fund \u2013 IDCW<\/span><\/td>\n<td><span style=\"font-weight: 400;\">9.36%<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Quant Flexi Cap Fund &#8211; IDCW<\/span><\/td>\n<td><span style=\"font-weight: 400;\">-3.12%<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">SBI Large &amp; Mid Cap Fund (D)<\/span><\/td>\n<td><span style=\"font-weight: 400;\">8.54%<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Motilal Oswal Large and Midcap Fund (D)<\/span><\/td>\n<td><span style=\"font-weight: 400;\">14.49%<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Franklin India Prima Fund (G)<\/span><\/td>\n<td><span style=\"font-weight: 400;\">13.63%<\/span><\/td>\n<td><span style=\"font-weight: 400;\">HDFC Mid-Cap Opportunities Fund (D)<\/span><\/td>\n<td><span style=\"font-weight: 400;\">8.05%<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">SBI Magnum Equity ESG Fund<\/span><\/td>\n<td><span style=\"font-weight: 400;\">5.83%<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Nippon India Quant Fund<\/span><\/td>\n<td><span style=\"font-weight: 400;\">6.20%<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Tata Large &amp; Mid Cap Fund<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4.34%<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Mirae Asset Large &amp; Midcap Fund<\/span><\/td>\n<td><span style=\"font-weight: 400;\">3.20%<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">UTI Master Share Unit Scheme \u2013 IDCW<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4.79%<\/span><\/td>\n<td><span style=\"font-weight: 400;\">JM Large Cap Fund \u2013 IDCW<\/span><\/td>\n<td><span style=\"font-weight: 400;\">-0.69%<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Franklin India Bluechip Fund (G)<\/span><\/td>\n<td><span style=\"font-weight: 400;\">5.96%<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Axis Bluechip Fund (G)<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4.88%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><i><span style=\"font-weight: 400;\">Note: Yearly Returns as of 17th March 2025 and subject to change as per market movement.<\/span><\/i><\/p>\n<h2><span class=\"ez-toc-section\" id=\"How_to_Invest_in_the_Oldest_Mutual_Funds_in_India\"><\/span><b>How to Invest in the Oldest Mutual Funds in India?<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">These are the steps to invest in the <\/span><b>oldest mutual funds<\/b><span style=\"font-weight: 400;\"> in India:<\/span><\/p>\n<ul>\n<li aria-level=\"1\">\n<h3><span class=\"ez-toc-section\" id=\"Compare_Different_Mutual_Funds\"><\/span><b>Compare Different Mutual Funds<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">To start your mutual fund investment in India\u2019s oldest mutual funds, you have to choose the correct oldest mutual fund that matches your investment goals.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For example, if you are looking for high-risk, high-return investments, you may choose funds with high risk such as small-cap funds, mid-cap funds, etc. If you are a conservative investor, you may invest in liquid funds with low or moderate risk.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">When you finalise it, you may consider other factors such as historical performance, expense ratio, lock-in period, exit load, etc., to choose the best in the category.<\/span><\/p>\n<ul>\n<li aria-level=\"1\">\n<h3><span class=\"ez-toc-section\" id=\"Open_Your_Account_to_Start_Investment\"><\/span><b>Open Your Account to Start Investment<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">You can invest in a mutual fund through stock brokers or directly from the fund house\u2019s website. In India, different <strong><a href=\"https:\/\/www.torusdigital.com\/toruscope\/stocks\/what-is-the-role-and-importance-of-brokers-in-the-stock-market\/\">stock brokers<\/a><\/strong> also offer direct mutual funds where you can save money than regular funds which deduct commission from your returns.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">At Torus Digital we offer 2-in-1 and <strong><a href=\"https:\/\/www.torusdigital.com\/open-3-in-1-account\">3-in-1 demat accounts<\/a><\/strong> and help you invest in direct mutual funds to maximise your mutual funds investment. Before you start your new MF investment, you must complete the KYC process with the AMC.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To invest in MFs from our platform, you must complete the KYC the first time you <\/span><span style=\"font-weight: 400;\">open your Demat account<\/span><span style=\"font-weight: 400;\">. After that, no new KYC submission is required if you invest in any of the <\/span><a href=\"https:\/\/www.torusdigital.com\/mutual-funds\"><span style=\"font-weight: 400;\">mutual funds<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<ul>\n<li aria-level=\"1\">\n<h3><span class=\"ez-toc-section\" id=\"Place_Your_Mutual_Fund_Order\"><\/span><b>Place Your Mutual Fund Order<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">There are two main types of investment options in an MF: SIP (Systematic Investment Plan) and a One-Time Investment or sum investment. Based on your goals and affordability, you can choose the investment type.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Moreover, you must check the fund\u2019s performance, expense ratio, rankings, etc., periodically to rebalance and change your investment strategy (if needed).<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Advantages_of_Investing_in_Old_Mutual_Funds\"><\/span><b>Advantages of Investing in Old Mutual Funds<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">The primary benefit of investing in the <\/span><b>oldest mutual funds<\/b><span style=\"font-weight: 400;\"> in India is their established track record, which highlights stability and strong performance through various market cycles. Here are some key benefits of investing in old mutual funds in India:<\/span><\/p>\n<ul>\n<li aria-level=\"1\">\n<h3><span class=\"ez-toc-section\" id=\"Proven_Track_Record\"><\/span><b>Proven Track Record<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The <\/span><b>old MFs<\/b><span style=\"font-weight: 400;\"> have shown steady performance over the years, highlighting their ability to withstand market fluctuations. This historical performance allows investors to assess their stability and reliability, offering reassurance about their potential to deliver returns.<\/span><\/p>\n<ul>\n<li aria-level=\"1\">\n<h3><span class=\"ez-toc-section\" id=\"Long-Term_Growth\"><\/span><b>Long-Term Growth<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The <\/span><b>oldest mutual funds<\/b><span style=\"font-weight: 400;\"> typically have a track record of steady growth, backed by diversified portfolios. This benefit is ideal for investors focused on consistent wealth accumulation over time, making them well-suited for long-term financial planning and objectives.<\/span><\/p>\n<ul>\n<li aria-level=\"1\">\n<h3><span class=\"ez-toc-section\" id=\"Experienced_Management\"><\/span><b>Experienced Management<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Operated by experienced fund managers and strong strategies, these funds benefit from a team with extensive knowledge of market trends and risk management. This expertise leads to well-informed decisions and consistent growth of the fund.<\/span><\/p>\n<ul>\n<li aria-level=\"1\">\n<h3><span class=\"ez-toc-section\" id=\"Experience_in_Market_Cycles\"><\/span><b>Experience in Market Cycles<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">These funds have successfully navigated different economic cycles, from recessions to periods of growth. Their evolving strategies over time demonstrate their ability to adapt to changing economic conditions, providing investors with a sense of security and confidence.<\/span><\/p>\n<ul>\n<li aria-level=\"1\">\n<h3><span class=\"ez-toc-section\" id=\"Investor_Confidence\"><\/span><b>Investor Confidence<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Long-established mutual funds get investor trust through years of dependable service and transparency. Their track record and solid reputation make them appealing to risk-averse investors looking for reliable investment options.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Summing_Up\"><\/span><b>Summing Up<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">If you plan to invest in <\/span><b>old mutual funds in India<\/b><span style=\"font-weight: 400;\"> and your goal is wealth creation, you may choose the growth option and direct funds. Here the fund house reinvests your profits and you enjoy the benefits of compounding.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Before investing in any of the <\/span><b>oldest MFs<\/b><span style=\"font-weight: 400;\">, it&#8217;s essential to research and define your investment goals. <strong><a href=\"https:\/\/www.torusdigital.com\/open-demat-account\">Open a Demat account<\/a><\/strong> with us to invest in direct mutual funds, avoid commission charges, and maximise your returns.<\/span>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_row_inner el_id=&#8221;share_rating&#8221;][vc_column_inner width=&#8221;1\/2&#8243;][vc_column_text css=&#8221;&#8221;]<\/p>\n<h6>Rate this article<\/h6>\n<!-- FeedbackWP Plugin --><div  class=\"rmp-widgets-container rmp-wp-plugin rmp-main-container js-rmp-widgets-container js-rmp-widgets-container--4264 \"  data-post-id=\"4264\">    <!-- Rating widget -->  <div class=\"rmp-rating-widget js-rmp-rating-widget\">            <div class=\"rmp-rating-widget__icons\">      <ul class=\"rmp-rating-widget__icons-list js-rmp-rating-icons-list\">                  <li class=\"rmp-rating-widget__icons-list__icon js-rmp-rating-item\" data-descriptive-rating=\"Terrible!\" data-value=\"1\">              <i class=\"js-rmp-rating-icon rmp-icon rmp-icon--ratings rmp-icon--star rmp-icon--full-highlight\"><\/i>          <\/li>                  <li class=\"rmp-rating-widget__icons-list__icon js-rmp-rating-item\" data-descriptive-rating=\"Bad!\" data-value=\"2\">              <i class=\"js-rmp-rating-icon rmp-icon rmp-icon--ratings rmp-icon--star rmp-icon--full-highlight\"><\/i>          <\/li>                  <li class=\"rmp-rating-widget__icons-list__icon js-rmp-rating-item\" data-descriptive-rating=\"Okay!\" data-value=\"3\">              <i class=\"js-rmp-rating-icon rmp-icon rmp-icon--ratings rmp-icon--star rmp-icon--full-highlight\"><\/i>          <\/li>                  <li class=\"rmp-rating-widget__icons-list__icon js-rmp-rating-item\" data-descriptive-rating=\"Good!\" data-value=\"4\">              <i class=\"js-rmp-rating-icon rmp-icon rmp-icon--ratings rmp-icon--star rmp-icon--half-highlight js-rmp-replace-half-star\"><\/i>          <\/li>                  <li class=\"rmp-rating-widget__icons-list__icon js-rmp-rating-item\" data-descriptive-rating=\"Great!\" data-value=\"5\">              <i class=\"js-rmp-rating-icon rmp-icon rmp-icon--ratings rmp-icon--star \"><\/i>          <\/li>              <\/ul>    <\/div>    <p class=\"rmp-rating-widget__hover-text js-rmp-hover-text\"><\/p>    <button class=\"rmp-rating-widget__submit-btn rmp-btn js-submit-rating-btn\">      Submit Rating    <\/button>    <p class=\"rmp-rating-widget__results js-rmp-results \">       <span class=\"rmp-rating-widget__results__rating js-rmp-avg-rating\">3.5<\/span> \/ 5.  <span class=\"rmp-rating-widget__results__votes js-rmp-vote-count\">2<\/span>    <\/p>    <p class=\"rmp-rating-widget__not-rated js-rmp-not-rated rmp-rating-widget__not-rated--hidden\">          <\/p>    <p class=\"rmp-rating-widget__msg js-rmp-msg\"><\/p>  <\/div>  <!--Structured data -->        <\/div>\n<div id=\"emoji-overlay\" style=\"display: none;\">\n<div id=\"overlay-emoji\"><\/div>\n<div id=\"overlay-description\" class=\"emoji-text\"><\/div>\n<\/div>\n<div id=\"rating-popup\">\n<p><span id=\"popup-close\">\u00d7<\/span><\/p>\n<div class=\"popup_message\">\n<div id=\"popup-emoji\"><\/div>\n<div class=\"popup_innermsg\">\n<h5>Thank You for Rating Our Article!<\/h5>\n<p>Your feedback is incredibly valuable to us, and we&#8217;re thrilled to hear your thoughts.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<p>[\/vc_column_text][\/vc_column_inner][vc_column_inner width=&#8221;1\/2&#8243;][vc_column_text css=&#8221;&#8221;]<\/p>\n<h6>Share this article<\/h6>\n<div class=\"cscra-social square cscra-socials-679c8a1122c00\">\n        <a href=\"\/\/www.facebook.com\/sharer\/sharer.php?u=https%3A%2F%2Fwww.torusdigital.com%2Ftoruscope%2Fmutual-funds%2Foldest-mutual-fund-in-india%2F&t=What+Is+The+Oldest+Mutual+Fund+in+India%3F-+Lists%2C+Performance+%26amp%3B+Advantages\" class=\"facebook\" data-toggle=\"tooltip\" data-placement=\"top\" title=\"Share On Facebook\" target=\"_blank\"><i class=\"fa fa-facebook\"><\/i><\/a>\n        <a href=\"\/\/twitter.com\/intent\/tweet?text=What+Is+The+Oldest+Mutual+Fund+in+India%3F-+Lists%2C+Performance+%26amp%3B+Advantages&url=https%3A%2F%2Fwww.torusdigital.com%2Ftoruscope%2Fmutual-funds%2Foldest-mutual-fund-in-india%2F\" class=\"twitter\" data-toggle=\"tooltip\" data-placement=\"top\" title=\"Share On Twitter\" target=\"_blank\"><i class=\"fa-brands fa-x-twitter\"><\/i><\/a>\n        <a href=\"https:\/\/api.whatsapp.com\/send?text=What+Is+The+Oldest+Mutual+Fund+in+India%3F-+Lists%2C+Performance+%26amp%3B+Advantages - https%3A%2F%2Fwww.torusdigital.com%2Ftoruscope%2Fmutual-funds%2Foldest-mutual-fund-in-india%2F\" class=\"whatsapp\" data-toggle=\"tooltip\" data-placement=\"top\" title=\"Share On WhatsApp\" target=\"_blank\"><i class=\"fa fa-whatsapp\"><\/i><\/a>\n        <a href=\"\/\/www.linkedin.com\/shareArticle?mini=true&url=https%3A%2F%2Fwww.torusdigital.com%2Ftoruscope%2Fmutual-funds%2Foldest-mutual-fund-in-india%2F&title=What+Is+The+Oldest+Mutual+Fund+in+India%3F-+Lists%2C+Performance+%26amp%3B+Advantages\" class=\"linkedin\" data-toggle=\"tooltip\" data-placement=\"top\" title=\"Share On Linkedin\" target=\"_blank\"><i class=\"fa fa-linkedin\"><\/i><\/a>\n    <\/div>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_row_inner el_id=&#8221;faq_blog&#8221;][vc_column_inner][vc_custom_heading text=&#8221;Frequently Asked Questions&#8221; font_container=&#8221;tag:h2|text_align:left|color:%23001316&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;&#8221;][\/vc_column_inner][\/vc_row_inner][vc_tta_accordion section_title_tag=&#8221;h3&#8243; active_section=&#8221;1&#8243; el_id=&#8221;faq&#8221;][vc_tta_section title=&#8221;Why should someone consider investing in older mutual funds for the long term?&#8221; tab_id=&#8221;1741084133227-8bcfa4c5-0fa3&#8243;][vc_column_text css=&#8221;&#8221;]<span style=\"font-weight: 400;\">Investing in the <\/span><b>oldest MF<\/b><span style=\"font-weight: 400;\"> offers stability and a proven performance history, as they typically have well-established track records. With experienced management teams, they can effectively handle market fluctuations, potentially resulting in consistent returns and reduced volatility over time.<\/span>[\/vc_column_text][\/vc_tta_section][vc_tta_section title=&#8221;Are there any potential risks involved with investing in older mutual funds?&#8221; tab_id=&#8221;1741084133247-2a4cfc81-fdd1&#8243;][vc_column_text css=&#8221;&#8221;]<span style=\"font-weight: 400;\">Investing in an <\/span><b>old MF in India<\/b><span style=\"font-weight: 400;\"> may involve risks like outdated strategies, underperformance relative to newer funds, limited diversification, and potential management changes. It is important to assess the fund&#8217;s historical performance, objectives, and current market conditions before investing.<\/span>[\/vc_column_text][\/vc_tta_section][vc_tta_section title=&#8221;How can you invest in India&#8217;s oldest mutual funds?&#8221; tab_id=&#8221;1741084264816-a99716aa-062d&#8221;][vc_column_text css=&#8221;&#8221;]<span style=\"font-weight: 400;\">To invest in some of India&#8217;s <\/span><b>oldest mutual funds<\/b><span style=\"font-weight: 400;\">, such as UTI Mastershare (1986) or SBI Magnum Equity ESG Fund (1991), you can visit the respective Asset Management Companies (AMCs) directly or may invest through stockbrokers. However, you should choose direct funds for the maximum returns.<\/span>[\/vc_column_text][\/vc_tta_section][vc_tta_section title=&#8221;Are older mutual funds still relevant in today\u2019s market?&#8221; tab_id=&#8221;1743160781558-a1a85afe-56c4&#8243;][vc_column_text css=&#8221;&#8221;]<span style=\"font-weight: 400;\">Yes, older mutual funds can still be relevant, as they generally have proven track records and experienced management. However, you should evaluate their performance, fees, and how well they align with current financial goals to ensure they meet the demands of today&#8217;s market.<\/span>[\/vc_column_text][\/vc_tta_section][vc_tta_section title=&#8221;What is the importance of investing in older mutual funds?&#8221; tab_id=&#8221;1743162950350-1df1ba01-fb60&#8243;][vc_column_text css=&#8221;&#8221;]<span style=\"font-weight: 400;\">Investing in older mutual funds offers stability, a proven track record, and consistent performance. With established management teams and strategies, these funds can be a safer choice for investors looking for dependable returns and lower volatility over time.<\/span>[\/vc_column_text][\/vc_tta_section][\/vc_tta_accordion][\/vc_column][\/vc_row][\/vc_section]<\/p>\n<p><script type=\"application\/ld+json\"> {   \"@context\": \"https:\/\/schema.org\",   \"@type\": \"BlogPosting\",   \"mainEntityOfPage\": {     \"@type\": \"WebPage\",     \"@id\": \"https:\/\/www.torusdigital.com\/toruscope\/mutual-funds\/oldest-mutual-fund-in-india\/\"   },   \"headline\": \"What Is the Oldest Mutual Fund in India?- Lists, Performance & Advantages\",   \"description\": \"Discover the oldest mutual fund in India, its advantages, key milestones, and how old mutual funds continue to impact long-term investment strategies today.\",   \"image\": \"https:\/\/www.torusdigital.com\/toruscope\/wp-content\/uploads\/2025\/03\/Oldest-Mutual-Funds-in-India-List-Performance-Comparison-How-to-Invest.webp\",     \"author\": {     \"@type\": \"Organization\",     \"name\": \"Torus Digital\",     \"url\": \"https:\/\/www.torusdigital.com\/\"   },     \"publisher\": {     \"@type\": \"Organization\",     \"name\": \"Torus Digital\",     \"logo\": {       \"@type\": \"ImageObject\",       \"url\": \"https:\/\/www.torusdigital.com\/toruscope\/wp-content\/uploads\/2025\/03\/Oldest-Mutual-Funds-in-India-List-Performance-Comparison-How-to-Invest.webp\"     }   },   \"datePublished\": \"2025-03-29\",   \"dateModified\": \"2025-06-17\" } <\/script><\/p>\n<p><script type=\"application\/ld+json\"> {   \"@context\": \"https:\/\/schema.org\/\",    \"@type\": \"BreadcrumbList\",    \"itemListElement\": [{     \"@type\": \"ListItem\",      \"position\": 1,      \"name\": \"Home\",     \"item\": \"https:\/\/www.torusdigital.com\/\"     },{     \"@type\": \"ListItem\",      \"position\": 2,      \"name\": \"Toruscope\",     \"item\": \"https:\/\/www.torusdigital.com\/toruscope\/\"     },{     \"@type\": \"ListItem\",      \"position\": 3,      \"name\": \"Mutual Funds\",     \"item\": \"https:\/\/www.torusdigital.com\/toruscope\/mutual-funds\/\"     },{     \"@type\": \"ListItem\",      \"position\": 4,      \"name\": \"Oldest Mutual Fund in India: Advantages, Performance & How to Invest?\",     \"item\": \"https:\/\/www.torusdigital.com\/toruscope\/mutual-funds\/oldest-mutual-fund-in-india\/\"     }] } <\/script><\/p>\n<p><script type=\"application\/ld+json\"> {   \"@context\": \"https:\/\/schema.org\",   \"@type\": \"FAQPage\",   \"mainEntity\": [{     \"@type\": \"Question\",     \"name\": \"Why should someone consider investing in older mutual funds for the long term?\",     \"acceptedAnswer\": {       \"@type\": \"Answer\",       \"text\": \"Investing in the oldest MF offers stability and a proven performance history, as they typically have well-established track records. 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Some of the earliest mutual funds in the country include SBI Mutual Fund, Aditya Birla Sun Life Mutual Fund (ABSLMF), Canara Robeco Mutual Fund, HDFC Mutual Fund, ICICI Prudential Mutual Fund, and","protected":false},"author":1,"featured_media":4893,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_sitemap_exclude":false,"_sitemap_priority":"","_sitemap_frequency":"","footnotes":""},"categories":[4],"tags":[],"class_list":["post-4264","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Oldest Mutual Fund in India: Advantages, Performance &amp; How to Invest?<\/title>\n<meta name=\"description\" content=\"Discover the oldest mutual fund in India, its advantages, key milestones, and how old mutual funds continue to impact long-term investment 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