What fund has the highest return?
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.
Scheme Name | Plan | 5Y |
---|---|---|
SBI Contra Fund - Direct Plan - Growth | Direct Plan | 27.81% |
SBI Long Term Equity Fund - Direct Plan - Growth | Direct Plan | 22.51% |
Bank of India ELSS Tax Saver - Direct Plan - Growth | Direct Plan | 26.78% |
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.
Scheme Name | Expense Ratio | 1Y Return |
---|---|---|
SBI CRISIL IBX Gilt Index - June 2036 Fund | 0.28% | 9.56% p.a. |
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund | 0.2% | 9.22% p.a. |
Kotak Bond Fund | 0.64% | 9.1% p.a. |
HDFC Nifty G-Sec Sep 2032 Index | 0.2% | 8.94% p.a. |
- High-yield savings accounts.
- Certificates of deposit (CDs) and share certificates.
- Money market accounts.
- Treasury securities.
- Series I bonds.
- Municipal bonds.
- Corporate bonds.
- Money market funds.
- High-yield savings accounts. Overview: A high-yield online savings account pays you interest on your cash balance. ...
- Long-term certificates of deposit. ...
- Long-term corporate bond funds. ...
- Dividend stock funds. ...
- Value stock funds. ...
- Small-cap stock funds. ...
- REIT index funds. ...
- S&P 500 index funds.
Top of the list by some margin was the JP Morgan Emerging Europe, Middle East & Africa investment trust, with a one-year return of almost 50%. The Amundi Semiconductor ETF comfortably took second place with a one-year return of 43%, well ahead of the iShares Poland ETF at 35%.
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.
Top small cap mutual funds | Annual Returns 2023 |
---|---|
Mahindra Manulife Small Cap Fund | 53.22% |
Bandhan Small Cap Fund | 49.48% |
Franklin India Smaller Companies Fund | 49.44% |
ITI Small Cap Fund | 48.54% |
- Stocks.
- Real Estate.
- Private Credit.
- Junk Bonds.
- Index Funds.
- Buying a Business.
- High-End Art or Other Collectables.
Is it possible to get 100% return on investment?
Return on investment (ROI) is calculated by dividing the profit earned on an investment by the cost of that investment. For instance, an investment with a profit of $100 and a cost of $100 would have an ROI of 1, or 100% when expressed as a percentage.
Where Can I Get a 20% Return on Investment? Achieving a 20% ROI typically involves higher risk investments like stocks, cryptocurrencies, or real estate. Consult a financial advisor before pursuing such returns.

Fund Name | 5 Years Return | 10 Years Return |
---|---|---|
ICICI Prudential Value Discovery Fund (G) | 23.1% | 20.3% |
Tata Infrastructure Fund (G) | 25.6% | 20.2% |
Quant Small Cap Fund (G) | 36.8% | 20.1% |
Bank of India Manufacturing & Infra fund (G) | 27.3% | 20.1% |
Top equity funds
SBI Small Cap Fund and Axis Growth Opportunities Fund gave 18.46% and 18.01% respectively in five years. Quant Active Fund offered 17.71%. Mirae Asset Emerging Bluechip Fund, the largest scheme in the large & mid cap category based on assets managed, offered 17.63%.
Experts say that this is good news for debt funds. As and when interest rates start to go down - which many experts say would begin in the middle of 2024- debt funds' net asset value (NAV) would go up. Interest rates and prices of debt securities move in opposite directions.
The safest investment options are low-risk and are usually backed by the US Treasury Department or are FDIC affiliated. FDIC-Insured Savings Accounts, MMAs, Money Market Funds, TIPS, Series I Savings Bonds, and Treasury Bills, Bonds and Notes are commonly recommended as safe investments.
Conventional wisdom holds that when you hit your 70s, you should adjust your investment portfolio so it leans heavily toward low-risk bonds and cash accounts and away from higher-risk stocks and mutual funds. That strategy still has merit, according to many financial advisors.
At the moment, no two next-big-thing investment trends are garnering more attention than electric vehicles (EVs) and artificial intelligence (AI). According to Fortune Business Insights, the global EV market is estimated to grow by nearly 18% on a compound annual basis through 2030.
Stock | Number of Shares Owned | Value of Stake |
---|---|---|
Apple (NASDAQ:AAPL) | 915,560,382 | $168.3 billion |
Bank of America (NYSE:BAC) | 1,032,852,006 | $33.2 billion |
American Express (NYSE:AXP) | 151,610,700 | $27.3 billion |
Coca-Cola (NYSE:KO) | 400,000,000 | $24.1 billion |
Rank | Asset | Average Proportion of Total Wealth |
---|---|---|
1 | Primary and Secondary Homes | 32% |
2 | Equities | 18% |
3 | Commercial Property | 14% |
4 | Bonds | 12% |
What is the best place to invest $100 000?
- Index Funds, Mutual Funds and ETFs.
- Individual Company Stocks.
- Real Estate.
- Savings Accounts, MMAs and CDs.
- Pay Down Your Debt.
- Create an Emergency Fund.
- Account for the Capital Gains Tax.
- Employ Diversification in Your Portfolio.
- American Funds Investment Company of America. ...
- American Mutual Fund. ...
- AMCAP Fund. ...
- New Perspective Fund. ...
- The Growth Fund of America. ...
- The Income Fund of America. ...
- The Bond Fund of America. ...
- American Balanced Fund.
- Morningstar. 's large-cap growth category—often with big weightings in outperforming sectors such as technology, communications services and consumer discretionary. ...
- Alphabet. ,
- Amazon.com. ,
- Apple. ,
- Meta Platforms. ,
- Microsoft. ,
- Nvidia. and.
- Tesla. —all gained more than 48% last year.
Fund | AUM (In Crs) | 5 Yr Return (%) |
---|---|---|
HDFC Balanced Advantage Fund Direct Plan Growth Option | ₹73349 Cr | 20.95 % |
Edelweiss Aggressive Hybrid Direct Plan Growth Option | ₹1170 Cr | 19.17 % |
UTI Aggressive Hybrid Fund-Growth - Direct | ₹5215 Cr | 17.16 % |
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.