Which mutual fund has the best performance?
Therefore, an investor can also become susceptible to making wrong investment decisions in his eagerness to make a lot of money quickly. So, can a person become rich by investing in mutual funds? Yes, it is possible!
Scheme Name | Expense Ratio | 5Y Return (Annualized) |
---|---|---|
Motilal Oswal Midcap Fund | 0.63% | 27.15% p.a. |
Quant Large and Mid Cap Fund | 0.75% | 26.24% p.a. |
PGIM India Midcap Opportunities Fund | 0.45% | 26.11% p.a. |
Mahindra Manulife Mid Cap Fund | 0.48% | 26.11% p.a. |
Ticker | Name | 5-year return (%) |
---|---|---|
PBFDX | Payson Total Return | 16.58% |
CFGRX | Commerce Growth | 16.48% |
SSAQX | State Street US Core Equity Fund | 16.45% |
BUFEX | Buffalo Large Cap | 16.16% |
Fund Name | 5 Years Return | 10 Years Return |
---|---|---|
Kotak Small Cap fund (G) | 25.1% | 21.8% |
HSBC Value fund (G) | 20.7% | 21.2% |
Nippon India Growth Fund (G) | 23.9% | 20.5% |
Quant Mid Cap Fund (G) | 29.7% | 19.9% |
- Quant Mid Cap Fund Direct-Growth. ...
- DSP The Infrastructure Growth and Economic Reforms Regular Fund Direct-Growth. ...
- Motilal Oswal Midcap Fund Direct-Growth. ...
- Nippon India Small Cap Fund Direct- Growth. ...
- Franklin Build India Direct Fund-Growth. ...
- Invesco India Infrastructure Fund Direct-Growth. ...
- SBI Infrastructure Fund Direct-Growth.
Scheme Name | Plan | YTD |
---|---|---|
Contra Fund | ||
SBI Contra Fund - Direct Plan - Growth | Direct Plan | 4.82% |
Sponsored AdvInvest Now Motilal Oswal Large and Midcap Fund - Direct Plan - Growth | Direct Plan | 5.64% |
Sponsored AdvInvest Now Motilal Oswal ELSS Tax Saver Fund - Direct Plan - GrowthELSS | Direct Plan | 7.87% |
Fund Name | Category | 1Y Returns |
---|---|---|
SBI Long Term Equity Fund | Equity | 59.4% |
ICICI Prudential Value Discovery Fund | Equity | 44.2% |
Axis Small Cap Fund | Equity | 40.1% |
JM Flexicap Fund | Equity | 58.5% |
- High-yield savings accounts.
- Money market funds.
- Short-term certificates of deposit.
- Series I savings bonds.
- Treasury bills, notes, bonds and TIPS.
- Corporate bonds.
- Dividend-paying stocks.
- Preferred stocks.
Therefore, an investor can also become susceptible to making wrong investment decisions in his eagerness to make a lot of money quickly. So, can a person become rich by investing in mutual funds? Yes, it is possible!
- Nippon India Growth Fund. 52.41%
- HDFC Mid-Cap Opportunities Fund. 52.16%
- Sundaram Small Cap Fund. 51.70%
- HDFC Small Cap Fund. 51.24%
- WOC Mid Cap Fund. 51.21%
- Invesco India Focused Fund. 50.73%
- Mahindra Manulife Multi Cap Fund. 50.73%
- HSBC Small Cap Fund. 50.04%
Which fund gives highest return?
Here are 5 mutual fund schemes with highest 3-year returns along with their expense ratios: Quant Small Cap Fund(G) tops the chart with over 39% returns followed by Quant Mid Cap Fund(G), Nippon India Small Cap Fund(G), Quant Flexi Cap Fund(G) and Motilal Oswal Midcap Fund-Reg(G) in the same pecking order.
Fund Name | 3 Years Return | 5 Years Return |
---|---|---|
Quant Active Fund (G) | 26.3% | 27.7% |
Quant Multi Asset Fund (G) | 29.9% | 26.8% |
ICICI Prudential Infrastructure Fund (G) | 38.4% | 26.0% |
DSP Healthcare Fund (G) | 20.1% | 25.8% |
- Aditya Birla Sun Life PSU Equity Fund Direct - Growth. ...
- Quant Infrastructure Fund Direct-Growth. ...
- Quant Small Cap Fund Direct Plan-Growth. ...
- ICICI Prudential BHARAT 22 FOF Direct - Growth. ...
- SBI PSU Direct Plan-Growth. ...
- ICICI Prudential Infrastructure Direct-Growth. ...
- Invesco India PSU Equity Fund Direct-Growth.
Five large cap mutual funds that gave the highest return in the past 10 years are Nippon India Large Cap Fund which gave 17.09% returns, followed by Mirae Asset Large Cap Fund with 16.99% return. The other three are ICICI Prudential Bluechip Fund, SBI Bluechip Fund and HDFC Top 100 Fund.
How the Rule of 72 Works. For example, the Rule of 72 states that $1 invested at an annual fixed interest rate of 10% would take 7.2 years ((72/10) = 7.2) to grow to $2. In reality, a 10% investment will take 7.3 years to double (1.107.3 = 2).
The average mutual fund return varies between 5%-15%, depending on the category of mutual funds. It is important to note that this is just a ballpark range, not the exact return from mutual funds. Mutual fund returns vary based on market conditions, and so does the average annual return.
If the mutual fund returns have been poor over a period of less than a year, liquidating your holdings in the portfolio may not be the best idea since the mutual fund may simply be experiencing some short-term fluctuations.
What is the best time to invest in Mutual Funds? There is no rule of thumb or fixed criteria to state the best time for investing in mutual funds. While a bear market may look like an ideal time to invest in mutual funds, the identification of a bear market entirely depends on the expertise of the fund manager.
Are mutual fund investments safe? Market-linked mutual funds are subject to market risk that can be caused by several reasons such as changes in policy, macroeconomic conditions, pandemics, poor investor confidence and so on. Therefore it is a good idea to go through document papers carefully before investing.
Best funds to invest in during a recession
Small-cap funds can be a good option for aggressive investors with long-term time horizons. A risk-averse person can consider investing in a multi-asset mutual fund as it invests in various asset classes such as stocks, gold, debt, etc.
Is there a better investment than mutual funds?
And, in general, ETFs tend to be more tax efficient than index mutual funds. You want niche exposure. Specific ETFs focused on particular industries or commodities can give you exposure to market niches.
Parag Parikh Flexi Cap Fund, the largest scheme in the flexi cap category based on assets managed, offered 20.09% CAGR. Around five smallcap funds featured on the list of equity mutual fund schemes that offered more than 20% in a seven-year horizon.
Ideally, you'll choose a mix of stocks, bonds, and cash investments that will work together to generate a steady stream of retirement income and future growth—all while helping to preserve your money.
Overview: Certificates of deposit, or CDs, are issued by banks and generally offer a higher interest rate than savings accounts. And long-term CDs may be better options when you expect rates to fall, allowing you to keep your money earning higher rates for years.
- Best Investment Plan for Senior Citizens.
- Senior Citizen Saving Scheme (SCSS)
- Pradhan Mantri Vaya Vandana Yojana.
- National Pension System (NPS)
- Equity Linked Savings Scheme (ELSS)
- Senior Citizen Fixed Deposits.
- Why is Investing for Senior Citizens Important?