Which mutual fund is doing good now?
Mutual funds are a great way to invest for individuals who can do with professional help in the management of funds in varied asset classes or sectors. But, this is not to say that seasoned investors should not or don't invest in mutual funds.
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 |
Scheme Name | Plan | 1Y |
---|---|---|
Invesco India Flexi Cap Fund - Direct Plan - Growth | Direct Plan | 53.96% |
Edelweiss Flexi Cap Fund - Direct Plan - Growth | Direct Plan | 49.54% |
ICICI Prudential Focused Equity Fund - Direct Plan - Growth | Direct Plan | 50.42% |
- Nippon India Small Cap Fund. EQUITY Small Cap. ...
- Edelweiss Mid Cap Fund. EQUITY Mid Cap. ...
- Nippon India Growth Fund. EQUITY Mid Cap. ...
- HDFC Small Cap Fund. EQUITY Small Cap. ...
- Kotak Small Cap Fund. ...
- ICICI Prudential Smallcap Fund. ...
- DSP Small Cap Fund. ...
- Kotak Emerging Equity Fund.
Mutual funds are a great way to invest for individuals who can do with professional help in the management of funds in varied asset classes or sectors. But, this is not to say that seasoned investors should not or don't invest in mutual funds.
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 |
- 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.
- 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?
There is no better time to start investing. It is very difficult to time the markets and although the markets are due for a correction, it would not be wise to wait further. Also, when it comes to SIPs, there is not much merit in timing the markets. We would suggest you invest in different mutual fund categories.
![Which mutual fund is doing good now? (2024)](https://i.ytimg.com/vi/dfA54CsPNb0/hq720.jpg?sqp=-oaymwEcCNAFEJQDSFXyq4qpAw4IARUAAIhCGAFwAcABBg==&rs=AOn4CLBam6SmMfaLotxJu9b0J5NOU1fvDw)
A risk-averse person can consider investing in a multi-asset mutual fund as it invests in various asset classes such as stocks, gold, debt, etc. Investing in various asset classes reduces the overall risk and can protect you in the downturn. It is essential to keep investing, no matter the economic condition.
What is the best mutual fund for retirees?
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% |
By comparing against benchmarks, checking expense ratios, studying fund history, analyse mutual fund portfolio strength, examining turnover ratios, comparing maturity periods, and evaluating risk-adjusted returns, you can gain valuable insights into your investments.
However, if you have noticed significantly poor performance over the last two or more years, it may be time to cut your losses and move on. To help your decision, compare the fund's performance to a suitable benchmark or to similar funds. Exceptionally poor comparative performance should be a signal to sell the fund.
Mutual funds and ETFs may hold stocks, bonds, or commodities. Both can track indexes, but ETFs tend to be more cost-effective and liquid since they trade on exchanges like shares of stock. Mutual funds can offer active management and greater regulatory oversight at a higher cost and only allow transactions once daily.
Mutual Fund | Assets Under Management | Expense Ratio |
---|---|---|
Vanguard Wellington Fund (ticker: VWELX) | $111.7 billion | 0.26% |
Vanguard Total Stock Market Index Fund (VTSAX) | $1.6 trillion | 0.04% |
Fidelity 500 Index (FXAIX) | $512.4 billion | 0.015% |
Fidelity ZERO International Index (FZILX) | $4 billion | 0% |
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. |
- 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.
- ICICI Prudential BHARAT 22 FOF Direct Growth. ...
- Motilal Oswal Midcap Direct Growth. ...
- Quant Mid Cap Fund Growth Option Direct Plan. ...
- Quant Small Cap Fund Growth Option Direct Plan. ...
- Nippon India Small Cap Fund - Direct Plan - Growth Plan. ...
- SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth.
Fund (ticker) | 10-Year Avg. Ann. Return |
---|---|
Shelton Nasdaq-100 Index Investor Fund (NASDX) | 17.86% |
Schwab Fundamental US Large Company Index Fund (SFLNX) | 11.20% |
Fidelity Intermediate Municipal Income Fund (FLTMX) | 1.95% |
Dodge & Cox Income (DODIX) | 2.27% |
Rank | Symbol | Fund Name |
---|---|---|
1 | VSMPX | Vanguard Total Stock Market Index Fund;Institutional Plus |
2 | FXAIX | Fidelity 500 Index Fund |
3 | VFIAX | Vanguard 500 Index Fund;Admiral |
4 | VTSAX | Vanguard Total Stock Market Index Fund;Admiral |
What are the top performing mutual funds for the last 10 years?
No. 1 on the list is the ProFunds Semiconductor UltraSector Fund, which yielded 29.21% over the past decade. In second place is the Direxion Monthly NASDAQ-100 Bull 1.75X Fund, with 28.16%. And the bronze medal goes to the Rydex NASDAQ-100 2x Strategy Fund, which yielded 26.58%.
Fund | Medalist Rating | Category |
---|---|---|
Best Performers | ||
FSSA Asia All-Cap B GBP Acc | Gold | Asia-Pacific ex-Japan Equity |
L&G Global Technology Index I Acc | Gold | Sector Equity Technology |
Stewart Inv Indian Sbctnt Sustnby B GBP | Gold | India Equity |
Top performing investment funds owned by Vanguard worldwide 2024, by one-year return. As of June 2024, the Vanguard Mega Cap Growth Index provided the highest one-year return rate. The Vanguard Russell 1000 Growth Index Fund ranked second having a one-year return rate of 36.3 percent.
- 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)
- 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.