Which mutual fund is giving the highest return?
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.
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 |
Category | 1Y | 2Y |
---|---|---|
Equity: Large Cap Fund Equity: Large Cap Fund | 32.1% | 25.7% |
Equity: Large & Mid Cap Fund Equity: Large & Mid Cap Fund | 35.4% | 28.9% |
Equity: Mid Cap Fund Equity: Mid Cap Fund | 54.3% | 38.4% |
Equity: Small Cap Fund Equity: Small Cap Fund | 36.3% | 30.9% |
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 |
- 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?
Mutual Fund | Assets Under Management | Expense Ratio |
---|---|---|
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% |
American Funds Bond Fund of America (ABNDX) | $82.6 billion | 0.62% |
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. |
Fund Name | Category | 1Y Returns |
---|---|---|
Quant Multi Asset Fund | Multi Asset Allocation Fund | 50.81% |
Kotak Gold Fund | FoFs - Gold | 21.59% |
SBI Gold | FoFs - Gold | 21.55% |
HDFC Gold Fund | FoFs - Gold | 21.29% |
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 if I invest $5,000 in mutual funds for 5 years?
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 is giving the highest return? (2024)](https://i.ytimg.com/vi/T49wZStH6tg/hq720.jpg?sqp=-oaymwEcCNAFEJQDSFXyq4qpAw4IARUAAIhCGAFwAcABBg==&rs=AOn4CLCdlmIgRKcipuh0_pPdq-Lr5njOEA)
Which is the best type of mutual fund? The best mutual fund type depends on your financial goals and risk tolerance. Equity funds offer high returns but come with higher risk, while debt funds provide stability. Hybrid funds combine both.
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”).
If you invest Rs 1000 for 20 years , if we assume 12 % return , you would get Approx Rs 9.2 lakhs. Invested amount Rs 2.4 Lakh.
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% |
- 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.
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.
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.
- 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)
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.
- Mirae Asset Midcap Fund. EQUITY Mid Cap. ...
- Kotak Emerging Equity Fund. EQUITY Mid Cap. ...
- PGIM India Midcap Opportunities Fund. ...
- Nippon India Small Cap Fund. ...
- Kotak Small Cap Fund. ...
- Nippon India Growth Fund. ...
- Axis Small Cap Fund. ...
- Invesco India Mid Cap Fund.
- Bank of India Flexi Cap Fund Direct Growth. ...
- JM Flexicap Fund (Direct) Growth Option. ...
- Quant Flexi Cap Fund Growth Option Direct Plan. ...
- Motilal Oswal Flexicap Fund Direct Plan Growth. ...
- ITI Flexi Cap Fund Direct Growth. ...
- 360 ONE Flexicap Fund Direct Growth. ...
- Invesco India Flexi Cap Fund Direct Growth.
- Quant Multi Asset Fund.
- ICICI Prudential Multi Asset Fund.
- ICICI Prudential Retirement Fund - Hybrid Aggressive Plan.
- Bank of India Mid & Small Cap Equity & Debt Fund.
- Edelweiss Aggressive Hybrid Fund.
- Quant Absolute Fund.
- Kotak Multi Asset Allocator FoF - Dynamic.
- All Hybrid Funds.
- 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.