Which mutual fund has the highest return? (2024)

Which mutual fund has the 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. 1.

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Which is the mutual fund with highest returns?

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. 1.

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What is the highest paying mutual fund?

7 Best High-Dividend Mutual Funds
FundExpense Ratio30-day SEC Yield
JPMorgan Equity Premium Income Fund (JEPAX)0.85%6%
Fidelity Floating Rate High Income Fund (FFRHX)0.72%8.8%
Baird Intermediate Bond Fund (BIMSX)0.55%4.2%
PGIM High Yield Fund (PBHAX)0.75%7.2%
3 more rows
5 days ago

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What are the top 5 performing mutual funds?

Best mutual funds
  • Fidelity 500 Index Fund (FXAIX).
  • Fidelity Total Market Index Fund (FSKAX).
  • Schwab S&P 500 Index Fund (SWPPX).
  • Schwab Total Stock Market Index Fund (SWTSX).
  • Vanguard 500 Index Fund Admiral Shares (VFIAX).
  • Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).

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Which mutual funds give 30% return?

Quant Flexi Cap Fund, Quant Active Fund, and Quant ELSS Tax Saver Fund - a flexi cap, multi cap, and an ELSS fund from Quant Mutual Fund, offered 33.49%, 30.58%, and 34.05% respectively. HDFC Mid-Cap Opportunities Fund, the largest scheme in the mid cap category based on assets managed, offered 30.52%.

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Which mutual fund has highest return in last 5 years?

Highest Return Mutual Funds in Last 5 Years
Fund Name3 Years Return5 Years Return
DSP Healthcare Fund (G)20.1%25.8%
Invesco India PSU Equity Fund (G)35.6%25.8%
Canara Robeco Small Cap Fund (G)28.1%25.7%
Motilal Oswal Midcap fund (G)33.2%25.6%
16 more rows

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Which fund has the highest 10 year return?

Morningstar Direct ranked the funds in terms of their 10-year annualized returns, as measured on a specific date (as opposed to the end of the month) — in this case, Oct. 19, 2023. No. 1 on the list is the ProFunds Semiconductor UltraSector Fund, which yielded 29.21% over the past decade.

Which mutual fund has the highest return? (2024)
What is the safest investment with the highest return?

Here are the best low-risk investments in March 2024:
  • 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.
Mar 1, 2024

Has anyone gotten rich from mutual funds?

Short-term wealth generation is sometimes possible by getting lucky on a stock trade or some mutual fund, but if not managed well, losing everything is also highly possible. Actual wealth generation takes time to build and envision yourself fifteen years in the future.

Which mutual fund is best to invest now?

BEST MUTUAL FUNDS
  • Bank of India Flexi Cap Fund Direct Growth. ...
  • Quant Flexi Cap Fund Growth Option Direct Plan. ...
  • JM Flexicap Fund (Direct) Growth Option. ...
  • Motilal Oswal Flexicap Fund Direct Plan Growth. ...
  • ITI Flexi Cap Fund Direct Growth. ...
  • Invesco India Flexi Cap Fund Direct Growth. ...
  • WhiteOak Capital Flexi Cap Fund Direct Growth.

What is the safest mutual fund?

  • 9 Safest Index Funds and ETFs to buy in 2024. ...
  • Vanguard S&P 500 ETF (VOO 0.1%) ...
  • Vanguard High Dividend Yield ETF (VYM -0.04%) ...
  • Vanguard Real Estate ETF (VNQ 0.22%) ...
  • iShares Core S&P Total U.S. Stock Market ETF (ITOT 0.2%) ...
  • Consumer Staples Select Sector SPDR Fund (XLP 0.24%) ...
  • iShares 0-3 Month Treasury Bond ETF (SGOV 0.01%)

Which mutual fund has the highest 1 year return?

Equity Mutual Funds: One-year performance
  • 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%
Feb 14, 2024

What is the average 10 year return on mutual funds?

The average mutual fund return for a balanced mutual fund for the last 10 years as of 2021 is nearly 9-10%. The statistic states that the average return of a balanced mutual fund over the past 10 years, as of 2021, is approximately 9-10%.

Which mutual fund has a 20% return?

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.

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.

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 is best to invest in 2024?

Best large cap mutual funds to invest in March 2024:
  • Axis Bluechip Fund.
  • Canara Robeco Bluechip Equity Fund.
  • Mirae Asset Large Cap Fund.
  • Baroda BNP Paribas Large Cap Fund.
  • Edelweiss Large Cap Fund.
Mar 5, 2024

How do I invest in mutual funds for maximum returns?

Diversify Your Portfolio: Diversification plays a crucial role in risk reduction, optimising returns, and maintaining stability within your investment portfolio. It is important to invest in a mix of equity, debt, and possibly others like gold or real estate mutual funds to diversify your portfolio.

What is the best mutual fund for long term?

Top Long Term Mutual Funds to in Invest in 2024 in India
  • Quant Infrastructure Fund.
  • Kotak Infrastructure and Economic Reform Fund.
  • SBI Contra Plan Fund.
  • Motilal Oswal Midcap Fund.
  • Quant Tax Plan Fund.
  • SBI Magnum Mid Cap Fund.
  • Axis Small Cap Fund.
  • SBI Consumption Opportunities Fund.
Mar 6, 2024

Which mutual fund gives 15% return?

The Motilal Oswal Focused Fund Direct-Growth is a focused equity mutual fund aiming for long-term capital appreciation by investing in up to 30 companies with sustainable competitive advantage and growth potential. Returns since inception: The fund has achieved average annual returns of 15.23% since its inception.

What 4 mutual funds does Dave Ramsey invest in?

I put my personal 401(k) and a lot of my mutual fund investing in four types of mutual funds: growth, growth and income, aggressive growth, and international.

What is a good annual return on mutual funds?

Moreover, mutual funds are meant to be evaluated against a benchmark such as a broad index or other yardstick of value - so if the S&P 500 falls 3% in a year and a large-cap mutual fund only falls 2.5%, it can be considered a "good" return, relatively speaking.

Where should I keep my money to get the highest rate of return?

The best places to save money include high-yield savings accounts, high-yield checking accounts, CDs, money market accounts, treasury bills and savings bonds.

What is the next big thing to invest in?

Next Big Thing in Investing: Artificial Intelligence

AI has the potential to change how we do everything — from the way we shop to how businesses are run. In fact, it seems the impact of AI will touch every industry.

Which investment has the highest return in USA?

Key Takeaways
  • 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.

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