FAQs
What is the return on large-cap fund? ›
Scheme Name | Plan | YTD |
---|---|---|
JM Large Cap Fund - (Direct) - Growth | Direct Plan | 11.73% |
WhiteOak Capital Large Cap Fund - Direct Plan - Growth | Direct Plan | 9.02% |
Tata Large Cap Fund - Direct Plan - Growth | Direct Plan | 7.29% |
Canara Robeco Bluechip Equity Fund - Direct Plan - Growth | Direct Plan | 6.72% |
Rank | Symbol | Fund Name |
---|---|---|
1 | VSMPX | Vanguard Total Stock Market Index Fund;Institutional Plus |
2 | FXAIX | Fidelity 500 Index Fund |
3 | VFIAX | Vanguard 500 Index Fund;Admiral |
4 | VTSAX | Vanguard Total Stock Market Index Fund;Admiral |
- ICICI Prudential BHARAT 22 FOF Direct Growth. ...
- Motilal Oswal Midcap Direct Growth. ...
- Quant Mid Cap Fund Growth Option Direct Plan. ...
- Quant Small Cap Fund Growth Option Direct Plan. ...
- Nippon India Small Cap Fund - Direct Plan - Growth Plan. ...
- SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth.
Scheme Name | Expense Ratio | 1Y Return |
---|---|---|
Aditya Birla Sun Life Low Duration Fund #1 of 20 in Low Duration | 0.39% | 7.62% p.a. |
Nippon India Money Market Fund #1 of 15 in Money Market | 0.24% | 7.61% p.a. |
Nippon India Corporate Bond Fund #1 of 15 in Corporate Bond | 0.35% | 7.23% p.a. |
Small-caps stocks are more volatile and have less liquidity. Large-cap offers a steady and consistent return, and they have less volatility.
What is the safest investment with the highest return? ›- Money market funds.
- Dividend stocks.
- Bank certificates of deposit.
- Annuities.
- Bond funds.
- High-yield savings accounts.
- 60/40 mix of stocks and bonds.
Stock mutual funds, also known as equity mutual funds, carry the highest potential rewards, but also higher inherent risks — and different categories of stock mutual funds carry different risks.
What are the top 5 performing mutual funds? ›Mutual Fund | Assets Under Management | Expense Ratio |
---|---|---|
Vanguard Total Stock Market Index Fund (VTSAX) | $1.6 trillion | 0.04% |
Fidelity 500 Index (FXAIX) | $512.4 billion | 0.015% |
Fidelity ZERO International Index (FZILX) | $4 billion | 0% |
American Funds Bond Fund of America (ABNDX) | $82.6 billion | 0.62% |
ICICI Prudential Technology Fund gave the highest return of around 23.38% in five years. SBI Technology Opportunities Fund gave 21.50% return in the same period. Pharma & healthcare sector-based funds gave an average return of 22.38% in the last five years. DSP Healthcare Fund gave the highest return of around 25.58%.
Which mutual fund gives 12% return? ›The large cap mutual funds that have delivered healthy CAGR returns of more than 12 percent per annum in the past five years include Nippon India Large Cap Fund, Canara Robeco Bluechip Equity Fund, ICICI Prudential Bluechip Fund, Baroda BNP Paribas Large Cap Fund, SBI Bluechip Fund and HDFC Top 100 Fund.
Which cap fund gives highest return? ›
1-year-return (%)
The top-performing schemes include Quant Large Cap Fund (56 percent), Bank of India Bluechip Fund (49 per cent), JM Large Cap Fund (47 per cent) and Nippon India Large Cap Fund (46 per cent), among others.
No. 1 on the list is the ProFunds Semiconductor UltraSector Fund, which yielded 29.21% over the past decade. In second place is the Direxion Monthly NASDAQ-100 Bull 1.75X Fund, with 28.16%. And the bronze medal goes to the Rydex NASDAQ-100 2x Strategy Fund, which yielded 26.58%.
What investment brings the highest return? ›- The U.S. stock market is considered to offer the highest investment returns over time.
- Higher returns, however, come with higher risk.
- Stock prices typically are more volatile than bond prices.
- Stock prices over shorter time periods are more volatile than stock prices over longer time periods.
Large Cap should be a choice for those individuals who need to make good use of equity investments but don't need their returns to keep on fluctuating with time. Since large-cap funds are known to be financially stable, they are capable of withstanding bear markets.
What is the average return of large and midcap fund? ›Currently, there are 29 active schemes in the large & midcap MF category with average returns of 44.27% over the last one year which is marginally lower from the average returns of 44.88% by their benchmarks NIFTY LargeMidcap 250 - TRI and S&P BSE 250 LargeMidCap Index - TRI during this period.
What is the average return for large-cap domestic stock? ›The average return for large-cap domestic stock funds over three years was 14.4%. Assume the three-year returns were normally distributed across funds with a standard deviation of 4.4%.
Do large caps outperform? ›If you have a greater risk tolerance and longer time horizons, small-cap stocks tend to outperform big-caps over time because they are able to grow more rapidly than larger companies. If you prefer stable appreciation and dividend income, big-caps may be more suitable.