Which mutual fund has the highest 5 year return? (2024)

Which mutual fund has the highest 5 year return?

If you were to stay invested for a shorter duration, say 20 years, you'd invest Rs 2,40,000, but your portfolio value would be Rs 9.89 lakh. A decade-long investment of Rs 1,000 per month would equal Rs. 2,30,038, as compared to Rs. 1,20,000 invested over the same period.

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Which is the best mutual fund to invest for 5 years?

Top-performing focused mutual funds
Focused mutual funds5-year-returns (%)₹one lakh becomes (Rs)
360 ONE Focused Equity Fund22.352,74,170
Quant Focused Fund20.75256,706
HDFC Focused 30 Fund19.15240,143
ICICI Prudential Focused Equity Fund19.18240,445
2 more rows
Jan 29, 2024

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Which mutual fund gave highest returns in last 5 years?

  • Nippon India Small Cap Fund.
  • ICICI Prudential Smallcap Fund.
  • ICICI Prudential Infrastructure Fund.
  • Kotak Small Cap Fund.
  • Invesco India Infrastructure Fund.
  • BOI AXA Manufacturing and Infrastructure Fund.
  • Nippon India Power and Infra Fund.
  • Invesco India PSU Equity Fund.
Jan 30, 2024

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What is the best mutual fund of the last 5 years?

Best-performing U.S. equity mutual funds
TickerName5-year return (%)
STSEXBlackRock Exchange BlackRock16.47%
USBOXPear Tree Quality Ordinary16.38%
PBFDXPayson Total Return16.30%
SSAQXState Street US Core Equity Fund16.20%
3 more rows
Jan 31, 2024

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What is average return on mutual funds for 5 years?

List of Returns from Moderate Risk Equity Funds
Scheme Name1 Year5 Years
DSPBR Equity Opportunities Fund - Reg (G) 10.67%19.88%15.26%
Franklin India Bluechip Fund (G)12.08%10.80%
ICICI Pru Focused Bluechip Equity Fund (G)23.22%15.15%
Invesco India Equity & Bond Fund (G)13.97%10.91%
6 more rows

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Which mutual fund doubles in 5 years?

Let's take a closer look at each one of them.
  • Axis Bluechip Fund. This fund has been getting a lot of attention lately and for good reasons. ...
  • PGIM India Mid-Cap Opportunities Fund. ...
  • Axis Mid-Cap Fund. ...
  • Nippon India Small Cap Fund. ...
  • Quant Mid Cap Fund.
Nov 10, 2023

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What if I invest $1,000 a month in mutual funds for 20 years?

If you were to stay invested for a shorter duration, say 20 years, you'd invest Rs 2,40,000, but your portfolio value would be Rs 9.89 lakh. A decade-long investment of Rs 1,000 per month would equal Rs. 2,30,038, as compared to Rs. 1,20,000 invested over the same period.

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What is the most successful mutual fund?

Top 25 Mutual Funds
RankSymbolFund Name
1VSMPXVanguard Total Stock Market Index Fund;Institutional Plus
2FXAIXFidelity 500 Index Fund
3VFIAXVanguard 500 Index Fund;Admiral
4VTSAXVanguard Total Stock Market Index Fund;Admiral
21 more rows

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Which mutual fund gives 20 percent return?

HSBC Midcap Fund gave 20.20% in the 10-year horizon. Four schemes from Quant Mutual Fund offered more than 20% in the 10-year horizon. Two schemes from SBI Mutual Fund, Kotak Mutual Fund, and HDFC Mutual Fund offered over 20% during the same time period. Note, the above exercise is not a recommendation.

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Which type of mutual fund is best for high returns?

List of High Risk & High Returns in India Ranked by Last 5 Year Returns
  • PGIM India Midcap Opportunities Fund. ...
  • Tata Midcap Growth Fund. ...
  • Kotak Emerging Equity Fund. ...
  • HSBC Midcap Fund. ...
  • UTI Mid Cap Fund. EQUITY Mid Cap. ...
  • Axis Midcap Fund. EQUITY Mid Cap. ...
  • DSP Midcap Fund. EQUITY Mid Cap. ...
  • Mirae Asset Midcap Fund. EQUITY Mid Cap.

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What is best mutual fund to invest in 2023?

Top 5 small cap mutual funds with highest returns
Top small cap mutual fundsAnnual Returns 2023
Bandhan Small Cap Fund49.48%
Franklin India Smaller Companies Fund49.44%
ITI Small Cap Fund48.54%
Quant Small Cap Fund44.90%
1 more row
Jan 3, 2024

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What if I invest $1,000 in mutual funds for 10 years?

(You must convert the rate of return to the monthly figure through dividing by 12). You also have n = 10 years or 120 months. FV = Rs 1,84,170. So, the future value of a SIP investment of Rs 1,000 per month for 10 years at an estimated rate of return of 8% is Rs 1,84,170.

Which mutual fund has the highest 5 year return? (2024)
What is the oldest best performing mutual fund?

Check out the UTI Mutual Funds AMC Page
Fund NameInception DateAnnualized Returns
Tata Large & Mid Cap Fund (G)31/3/0322.53%
SBI Large & Mid Cap Fund (D)31/3/9716.24%
Franklin India Bluechip Fund (G)1/12/9320.14%
Franklin India Prima Fund (G)1/12/9319.64%
3 more rows

What if I invest $10,000 in mutual funds for 10 years?

It has given 25.96 % annualised returns in ten years. The calculator shows that a monthly SIP of ₹10,000 in this fund could have grown to approx. ₹57,53,702 in ten years. The mutual fund calculator shows how a lumpsum investment of 1 lakh grew more than five times in ten years.

What if I invest $25,000 in mutual funds for 5 years?

Here is what a Rs 25000 monthly in a Systematic Investment Plan can do over the years: 5 year SIP of Rs 25000 monthly = Rs 21 lakh. 10 year SIP of Rs 25000 monthly = Rs 59 lakh. 15 year SIP of Rs 25000 monthly = Rs 1.25 crore.

Which mutual funds give 30% return?

Quant Tax Plan, the only ELSS scheme in the category, gave 33.06% in a three-year period. ICICI Prudential Technology Fund, Tata Small Cap Fund, and Bandhan Small Cap Fund gave 32.77%, 32.73%, and 32.04% respectively.

How to get double money in 5 years?

As a rate of return, long-term mutual funds can offer rates between 12% and 15% per year. With these mutual funds, it may take between 5 and 6 years to double your money. Kisan Vikas Patra (KVP): It comes under the Post Office Small Saving Scheme.

What if I invest 20000 a month in mutual funds for 5 years?

If an investor invests INR 20,000 per month for a period of 5 years, he will be able to earn INR 17 lakh as the overall income generated from SIP. The total investment in the tenure of 5 years will be only INR 12 lakh.

Can you double your money in 5 years?

Key Takeaways. If you wanted to double your money every 5 years, you would need to generate an annual rate of return of 14.4%.

What if I invested $1000 in S&P 500 10 years ago?

A $1000 investment made in November 2013 would be worth $5,574.88, or a gain of 457.49%, as of November 16, 2023, according to our calculations. This return excludes dividends but includes price appreciation. Compare this to the S&P 500's rally of 150.41% and gold's return of 46.17% over the same time frame.

What if I invest $50,000 a month in SIP for 20 years?

By investing Rs 50,000 per month one time, he could look to accumulate Rs. 19.16 lakhs in twenty years with 20% annualized returns. We have taken a weighted average of the return of each fund after considering the lower 3-year and 5-year returns as the return over the 20 years.

How much will $1000 grow in 10 years?

$1,000 at 0.01 percent APY will only be $1,001 at the end of 10 years. But $1,000 at 5 percent APY will be $1,629 after 10 years. And if you added just $50 a month, you'd have $9,411 saved up – at 5 percent APY after 10 years.

What does Dave Ramsey recommend investing in?

What should you invest in inside your 401(k) and Roth IRA? Ramsey says mutual funds are the way to go! Mutual funds let you invest in a lot of companies at once, from the largest and most stable to the newest and fastest growing.

What are the top three mutual funds?

Below, we share with you three balanced mutual funds, viz. Dodge & Cox Balanced Fund DODBX, State Farm Balanced Fund STFBX and Fidelity Advisor Balanced Fund FAIGX. Each has a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future.

Which fund has the highest return?

Invesco QQQ Trust ETF (QQQ)

This fund is the top-performing large-cap growth fund in terms of total return over the 15 years to September 2023, according to Lipper. Expense ratio: 0.20 percent. That means every $10,000 invested would cost $20 annually.

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