Which mutual fund gives the highest return?
How much is Rs. 5,000 for 5 years in SIP? If you invest Rs. 5,000 per month through SIP for 5 years, assuming 12% return. The estimate total returns will be Rs. 1,12,432 and the estimate future value of your investment will be Rs. 4,12,431.
- Nippon India Small Cap Fund. EQUITY Small Cap. ...
- Edelweiss Mid Cap Fund. EQUITY Mid Cap. ...
- Nippon India Growth Fund. EQUITY Mid Cap. ...
- Kotak Small Cap Fund. EQUITY Small Cap. ...
- HDFC Small Cap Fund. ...
- ICICI Prudential Smallcap Fund. ...
- DSP Small Cap Fund. ...
- Kotak Emerging Equity Fund.
Flexi cap funds | 5-year-return (%) |
---|---|
Franklin India Flexi Cap Fund | 21.70 |
HDFC Flexi Cap Fund | 20.94 |
Edelweiss Flexi Cap Fund | 20.24 |
Union Flexi Cap Fund | 20.03 |
S.No. | Mutual Fund House |
---|---|
1. | SBI Mutual Fund |
2. | ICICI Prudential Mutual Fund |
3. | HDFC Mutual Fund |
4. | Aditya Birla Sun Life Mutual Fund |
Fund Name | Fund Category | 5 Year Return (Annualized) |
---|---|---|
Aditya Birla Sun Life Dividend Yield Fund | Equity | 25.2 % p.a. |
SBI Dividend Yield Fund | Equity | NA |
Templeton India Equity Income Fund | Equity | 26.69 % p.a. |
Sundaram Dividend Yield Fund | Equity | 23.22 % p.a. |
Ticker | Name | 5-Year Return (%) |
---|---|---|
USNQX | Victory NASDAQ-100 Index | 21.1 |
VIGRX | Vanguard Growth Index Investor | 18.61 |
NWJFX | Nationwide NYSE Arca Tech 100 Idx InsSvc | 16.13 |
VQNPX | Vanguard Growth & Income Inv | 15.08 |
- Canara Robeco Infrastructure Fund. ...
- Franklin Build India Fund. ...
- JM Aggressive Hybrid Fund. ...
- Bank of India Mid & Small Cap Equity & Debt Fund. ...
- HDFC Balanced Advantage Fund. ...
- ICICI Prudential Equity & Debt Fund. ...
- ICICI Prudential Retirement Fund - Hybrid Aggressive Plan.
How much is Rs. 5,000 for 5 years in SIP? If you invest Rs. 5,000 per month through SIP for 5 years, assuming 12% return. The estimate total returns will be Rs. 1,12,432 and the estimate future value of your investment will be Rs. 4,12,431.
As you know there are no fixed returns in mutual funds but you can expect around 8% - 10% in Debt hybrid funds, around 10% - 12% in equity hybrid funds and 12%-15% in equity funds if you have a long-term horizon.
![Which mutual fund gives the highest return? (2024)](https://i.ytimg.com/vi/Zv6Gto6ubsM/hq720_2.jpg?sqp=-oaymwE2CNAFEJQDSFXyq4qpAygIARUAAIhCGABwAcABBvABAfgBlAOAAtAFigIMCAAQARhlIGUoZTAP&rs=AOn4CLCyIV8URIB8s2NUrRqehxJzLZFdtQ)
Name of stock | Risk | 3-Year Return |
---|---|---|
Indiabulls Savings Income Direct-G | Low | 11.42% |
Mirae Asset Hybrid Equity Direct- G | High | 14..04% |
ICICI Pru Equity & Debt Direct-G | High | 12.20% |
Which is the most safest mutual fund?
- Tata Arbitrage Fund. ...
- Edelweiss Arbitrage Fund. ...
- Invesco India Arbitrage Fund. ...
- Kotak Equity Arbitrage Fund. ...
- Nippon India Arbitrage Fund. ...
- Axis Arbitrage Fund. ...
- HSBC Arbitrage Fund. ...
- Baroda BNP Paribas Arbitrage Fund.
- Fidelity 500 Index Fund. : Best overall.
- Fidelity Large Cap Growth Index Fund. : Best for growth investors.
- Fidelity Investment Grade Bond Fund. ...
- Fidelity Total Bond Fund. ...
- Vanguard Wellesley Income Fund Investor Shares. ...
- Schwab Fundamental US Large Company Index Fund. ...
- Schwab S&P 500 Index Fund. ...
- Vanguard High-Yield Tax-Exempt Fund.
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.
ETFs can reflect the new market reality faster than mutual funds can. Investors in ETFs and mutual funds are taxed based on the gains and losses incurred within the portfolios. ETFs engage in less internal trading, and less trading creates fewer taxable events.
- LIC MF Dividend Yield Fund. ...
- ICICI Pru Dividend Yield Equity Fund. ...
- Aditya Birla SL Dividend Yield Fund. ...
- UTI Dividend Yield Fund. ...
- Templeton India Equity Income Fund. ...
- HDFC Dividend Yield Fund. ...
- Tata Dividend Yield Fund. ...
- Sundaram Dividend Yield Fund.
- IANS. 1/6. Top Gainers. ...
- iStock. 2/6. Nippon India Small Cap Fund. ...
- iStock. 3/6. Quant Flexi Cap Fund. ...
- Getty Images. 4/6. Quant Mid Cap Fund. ...
- iStock. 5/6. Quant Small Cap Fund. ...
- Agencies. 6/6. Interested to invest?
- 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.
Fund | Expense Ratio |
---|---|
Dodge and Cox Income Fund (DODIX) | 0.41% |
PGIM High Yield Fund (PHYZX) | 0.51% |
T. Rowe Price Dividend Growth Fund (PRDGX) | 0.64% |
Schwab International Index Fund (SWISX) | 0.06% |
- Fidelity Blue Chip Growth (FBGRX)
- Shelton Nasdaq-100 Index Investor (NASDX)
- Victory Nasdaq-100 Index (USNQX)
- Fidelity Large Cap Growth Index (FSPGX)
- AB Large Cap Growth Advisor (APGYX)
- Fidelity Mega Cap Stock Fund (FGRTX)
Fund | Expense Ratio | 30-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% |
Should I put all my money in one mutual fund?
Over-Diversification of Mutual Funds
The aim of diversification is to spread risk. If you invest too much in one company's stock, you are at great risk. If something happens to that company, a significant portion of your money could get wiped away.
Specifically, a fund is prohibited from: acquiring more than 3% of a registered investment company's shares (the “3% Limit”); investing more than 5% of its assets in a single registered investment company (the “5% Limit”); or. investing more than 10% of its assets in registered investment companies (the “10% Limit”).
The 4% rule says people should withdraw 4% of their retirement funds in the first year after retiring and take that dollar amount, adjusted for inflation, every year after. The rule seeks to establish a steady and safe income stream that will meet a retiree's current and future financial needs.
- Stock Market (Dividend Stocks) Dividend stocks are shares of companies that regularly pay a portion of their profits to shareholders. ...
- Real Estate Investment Trusts (REITs) ...
- P2P Investing Platforms. ...
- High-Yield Bonds. ...
- Rental Property Investment. ...
- Way Forward.
The 15x15x30 rule of mutual funds involves investing Rs 15,000 per month for a period of 30 years in a fund that offers a 15% annual return. As per experts, this can give the investor an opportunity to accumulate Rs 10 crore against 1 crore.