Which mutual fund gives highest return in 5 years? (2024)

Which mutual fund gives highest return in 5 years?

As of 2020, the average five-year return for large-cap mutual funds was around 11.9%. In the long-run (10 years or more) most mutual funds underperform the S&P 500. According to Dalbar, for 20 years ending 2019, the S&P 500 Index averaged 6.06%, while the average equity fund investor earned only 4.25% annually.

Which mutual fund has the highest 5 year return?

Highest Return Mutual Funds in Last 5 Years
Fund Name3 Years Return5 Years Return
Tata Infrastructure Fund (G)34.7%25.0%
DSP India T I G E R Fund (G)37.3%24.8%
Bank of India ELSS Tax Saver Fund (G)24.9%24.7%
Nippon India Growth Fund (G)29.7%24.1%
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What mutual fund has the highest return?

Summary: Best Mutual Funds
Fund (ticker)10-Year Avg. Ann. Return
Shelton Nasdaq-100 Index Investor Fund (NASDX)18.21%
Schwab Fundamental US Large Company Index Fund (SFLNX)11.71%
Fidelity Intermediate Municipal Income Fund (FLTMX)2.28%
Dodge & Cox Income (DODIX)2.52%
6 more rows
Apr 1, 2024

What is the average return on mutual funds over 5 years?

As of 2020, the average five-year return for large-cap mutual funds was around 11.9%. In the long-run (10 years or more) most mutual funds underperform the S&P 500. According to Dalbar, for 20 years ending 2019, the S&P 500 Index averaged 6.06%, while the average equity fund investor earned only 4.25% annually.

Which mutual fund gives 20 percent return?

There are 4 mutual fund schemes which have given an annualised return of 20 percent in the past five years. These are Quant ELSS Tax Saver Fund, Bank of India ELSS Tax Saver Fund, SBI Long Term Equity Fund and Bandhan ELSS Tax Saver Fund.

What if I invest $1,000 in mutual funds for 10 years?

(You must convert the rate of return to the monthly figure through dividing by 12). You also have n = 10 years or 120 months. FV = Rs 1,84,170. So, the future value of a SIP investment of Rs 1,000 per month for 10 years at an estimated rate of return of 8% is Rs 1,84,170.

Which mutual fund should I invest for 5 years?

Best SIP Plans for 5 Years to invest (Hybrid)
FundAUM (In Crs)Expense Ratio
Quant Absolute Fund Growth Option Direct Plan₹1869 Cr0.83 %
Edelweiss Aggressive Hybrid Direct Plan Growth Option₹1440 Cr0.25 %
UTI Aggressive Hybrid Fund-Growth - Direct₹5243 Cr1.32 %
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What is the safest investment with the highest return?

Here are the best low-risk investments in April 2024:
  • 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.
Apr 1, 2024

What is the best mutual fund right now?

Top 25 Mutual Funds
RankSymbolFund Name
1VSMPXVanguard Total Stock Market Index Fund;Institutional Plus
2FXAIXFidelity 500 Index Fund
3VFIAXVanguard 500 Index Fund;Admiral
4VTSAXVanguard Total Stock Market Index Fund;Admiral
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What are the top 5 performing mutual funds?

Below are some of the best mutual funds, with performance data as of March 29, 2024.
  • Victory Nasdaq-100 Index (USNQX)
  • Shelton Nasdaq-100 Index Investor (NASDX)
  • Fidelity Large Cap Growth Index (FSPGX)
  • Schwab U.S. Large-Cap Growth Index (SWLGX)
  • AB Large Cap Growth Advisor (APGYX)
  • T.

What is considered a good return on mutual funds?

It is crucial to review historical performance and consider factors like risk before investing. Is a 10% return on a mutual fund good? A 10% return on a mutual fund can be considered good, especially if it aligns with the investor's financial goals and risk tolerance.

What if I invest 20000 a month in mutual funds for 5 years?

Value of INR 20,000 per Month in SIP

If an investor invests INR 20,000 per month for a period of 5 years, he will be able to earn INR 17 lakh as the overall income generated from SIP. The total investment in the tenure of 5 years will be only INR 12 lakh. However, the returns of INR 5 lakh will turn into INR 17 lakh.

How many years is good for mutual funds?

Long-term investing typically refers to holding investments for more than five years, although the exact duration may vary depending on individual financial goals and risk tolerance. Generally, longer investment horizons allow for the benefits of compounding and market growth to materialise effectively.

What if I invest $1,000 a month in mutual funds for 20 years?

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.

Which mutual funds give 30% return?

In Case you missed it
  • Zerodha Mutual Fund.
  • Small cap funds.
  • WhiteOak Capital Mutual Fund.
  • Mirae Asset Mutual Fund.
  • Best arbitrage mutual funds.
  • Gilt funds investment.
  • Mutual funds equity portfolio.
  • Kotak Multi Asset Allocation Fund.
23 hours ago

Can we get 15% return on mutual fund?

Around 27 equity mutual funds have offered more than 15% in three, five, seven, and 10 year horizons on lumpsum investments, revealed an analysis of performance of around 144 equity mutual fund schemes that have completed 10 years of existence.

How much should I invest a month to become a millionaire in 10 years?

Now, let's consider how our calculations change if the time horizon is 10 years. If you are starting from scratch, you will need to invest about $4,757 at the end of every month for 10 years. Suppose you already have $100,000. Then you will only need $3,390 at the end of every month to become a millionaire in 10 years.

What if I invest $5,000 a month in SIP for 3 years?

A monthly SIP of Rs. 5000 for 3 years would have become Rs. 2.38 Lakhs from the total of Rs. 1.8 Lakhs invested over the time period.

How much is $500 a month invested for 10 years?

Here's how a $500 monthly investment could turn into $1 million
Years InvestedBalance At the End of the Period
10$102,422
20$379,684
30$1,130,244
40$3,162,040
Dec 17, 2023

Which mutual fund is safest for long term?

Here is a brief overview of the best mf for long term:
  • Quant Infrastructure Fund. ...
  • Kotak Infrastructure and Economic Reform Fund. ...
  • SBI Contra Plan Fund. ...
  • Motilal Oswal Midcap Fund. ...
  • Quant Tax Plan Fund. ...
  • SBI Magnum Mid Cap Fund. ...
  • Axis Small Cap Fund. ...
  • SBI Consumption Opportunities Fund.
Mar 6, 2024

Which mutual fund is best in 2024?

Equity Mutual Funds: Lumpsum investment performance in 2024 so far
  • Kotak Small Cap Fund. ...
  • Edelweiss Small Cap Fund. 10,310.77. ...
  • ICICI Pru Smallcap Fund. 10,285.45. ...
  • PGIM India Small Cap Fund. 10,252.98. ...
  • Quantum Small Cap Fund. 10,199.05. ...
  • DSP Small Cap Fund. 10,186.13. ...
  • Union Small Cap Fund. 10,108.41. ...
  • UTI Small Cap Fund. 9,970.44.
3 days ago

How do I choose a long term mutual fund?

To choose a mutual fund, define your investment objectives (e.g., retirement, education, wealth creation), choose a fund category (equity, debt, hybrid) based on your risk appetite, and evaluate historical returns, expense ratios, and fund managers. Which is the safest mutual fund?

What investment is 100% safe?

What are the safest types of investments? U.S. Treasury securities, money market mutual funds and high-yield savings accounts are considered by most experts to be the safest types of investments available.

Should a 70 year old be in the stock market?

If you're 70, you'd look at sticking to 40% stocks. Of course, there's wiggle room with this formula, and it's really just a way to get started. And for many older investors, a 50-50 split of stocks and bonds is what's preferred throughout retirement, and that's fine, too.

Where can I get 10 percent return on investment?

Investments That Can Potentially Return 10% or More
  • Stocks.
  • Real Estate.
  • Private Credit.
  • Junk Bonds.
  • Index Funds.
  • Buying a Business.
  • High-End Art or Other Collectables.
Sep 17, 2023

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