Which mutual fund is best for next 20 years?
Which type of mutual fund is best for long term investment? For long term investments, consider equity funds as they offer the potential for the best returns.
Which type of mutual fund is best for long term investment? For long term investments, consider equity funds as they offer the potential for the best returns.
Balanced funds
These funds invest in a diversified combination of stocks, bonds, and cash equivalents, and seek both growth of capital and income over the long-term.
| 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% |
| Scheme Name | AUM (Rs Crore) | 20-Year SIP Return (%)* |
|---|---|---|
| ICICI Prudential Technology Fund | 8,993.09 | 18.52 |
| ICICI Prudential FMCG Fund | 1,156.49 | 17.76 |
| Sundaram Midcap Fund | 7,048.79 | 17.29 |
| Nippon India Growth Fund | 13,409.61 | 17.04 |
- Quant Large And Mid-Cap Fund Direct-Growth. ...
- ICICI Prudential Technology Fund. ...
- HDFC Flexi Cap Fund. ...
- Quant Tax Plan- Direct-Growth Fund. ...
- Axis Blue-chip Fund Direct Plan-Growth. ...
- Mirae Asset Emerging Blue-chip Fund Direct-Growth. ...
- Canara Robeco Emerging Equities Fund. ...
- Sundaram Midcap Fund.
- Bandhan Balanced Advantage Fund. ...
- ICICI Prudential Income Optimizer Fund (FOF) ...
- DSP Dynamic Asset Allocation Fund. ...
- ICICI Prudential Regular Savings Fund. ...
- Baroda BNP Paribas Conservative Hybrid Fund. ...
- Franklin India Debt Hybrid Fund.
| Fund Name | 5 Years Return | 10 Years Return |
|---|---|---|
| Kotak Infrastructure & Economic Reform Fund Standard Plan (G) | 23.3% | 19.8% |
| Parag Parikh Flexi Cap fund (G) | 22.8% | 19.6% |
| ICICI Prudential Value Discovery Fund (G) | 22.1% | 19.6% |
| ICICI Prudential Infrastructure Fund (G) | 26.1% | 19.5% |
- 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).
- 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.
Which mutual fund gives highest return in future?
| Mutual fund | 5 Yr. Returns | 3 Yr. Returns |
|---|---|---|
| Quant Multi Asset Fund - Direct Plan-Growth | 20.93% | 31.67% |
| Quant Absolute Fund - Direct Plan-Growth | 19.59% | 31.28% |
| Quant Multi Asset Fund Reinvestment of Income Distribution cum capital withdrawal Option Direct Plan | 20.77% | 28.42% |
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.
- Axis Bluechip Fund.
- Canara Robeco Bluechip Equity Fund.
- Mirae Asset Large Cap Fund.
- Baroda BNP Paribas Large Cap Fund.
- Edelweiss Large Cap Fund.
- Fidelity Index World Fund.
- Fidelity Cash Fund.
- Legal & General Global Technology Index Trust.
- Fidelity Index US Fund.
- Fidelity Global Technology Fund.
- Jupiter India Fund.
- Legal & General Global Equity Index.
- Fundsmith Equity Fund.
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!
Investing $1,000 a month for 20 years would leave you with around $687,306. The specific amount you end up with depends on your returns -- the S&P 500 has averaged 10% returns over the last 50 years. The more you invest (and the earlier), the more you can take advantage of compound growth.
The wisest investment can vary greatly depending on your financial goals, risk tolerance, and individual circ*mstances. Some common wise investment options include: 1. **Diversified Portfolio**: Investing in a well-diversified portfolio of stocks, bonds, and other assets can help spread risk.
| Discount Rate | Present Value | Future Value |
|---|---|---|
| 6% | $1,000 | $3,207.14 |
| 7% | $1,000 | $3,869.68 |
| 8% | $1,000 | $4,660.96 |
| 9% | $1,000 | $5,604.41 |
Investing in mutual funds for 20-25 years can help you create wealth and achieve your long-term financial goals. However, you need to choose the best mutual funds for your risk profile, investment horizon, and financial goals.
HDFC Top 100 Fund – Growth: It has given 19.9% returns in 20 years. The calculator shows that a monthly SIP of Rs 10,000 in this fund could have grown to approx. Rs 3.11 crore in 20 years. A monthly SIP of Rs 5000 could have grown to Rs 1.55 crore in 20 years.
What is the return on mutual funds after 20 years?
Equity mutual funds have outperformed index over the long term. The above data is sourced from MFI, FundsIndia Research. The figures are updated as on July 31, 2023. The funds have given 17% to 20% returns over 20 years.
- Quant Multi Asset Fund. The Quant Multi Asset Fund is an open-ended multi-asset allocation scheme from Quant Mutual Fund. ...
- ICICI Prudential Equity & Debt Fund. ...
- ICICI Prudential Multi Asset Fund. ...
- Edelweiss Aggressive Hybrid Fund. ...
- Baroda BNP Paribas Aggressive Hybrid Fund.
ETFs can be more tax-efficient than actively managed funds due to their lower turnover and fewer transactions that produce capital gains. ETFs are bought and sold on an exchange throughout the day while mutual funds can be bought or sold only once a day at the latest closing price.
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.
- Axis Bluechip Fund Direct Plan-Growth. ...
- DSP Flexi Cap Fund Direct Plan-Growth. ...
- Quant Tax Plan- Direct-Growth Fund. ...
- Kotak Equity Opportunities Fund Direct-Growth. ...
- Edelweiss Large & Mid Cap Direct Plan-Growth. ...
- Motilal Oswal Focused Fund Direct-Growth. ...
- ICICI Prudential Gilt Fund Direct-Growth Plan.
