Which mutual fund gives highest return? (2024)

Which mutual fund gives highest return?

Here are 5 mutual fund schemes with highest 3-year returns along with their expense ratios: Quant Small Cap Fund(G) tops the chart with over 39% returns followed by Quant Mid Cap Fund(G), Nippon India Small Cap Fund(G), Quant Flexi Cap Fund(G) and Motilal Oswal Midcap Fund-Reg(G) in the same pecking order.

Which mutual fund scheme has highest return?

Here are 5 mutual fund schemes with highest 3-year returns along with their expense ratios: Quant Small Cap Fund(G) tops the chart with over 39% returns followed by Quant Mid Cap Fund(G), Nippon India Small Cap Fund(G), Quant Flexi Cap Fund(G) and Motilal Oswal Midcap Fund-Reg(G) in the same pecking order.

What is the highest rate of return on a mutual fund?

AMFI data shows 24 small-cap funds, collectively boasting an average return of 51.81 per cent over one year and 35.3 per cent over three years. The 1-year returns of funds range from 29.50 per cent to a whopping 73.16 per cent. Over the 3 years, returns from funds vary from 27.62 per cent to 50 per cent.

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 gives 20 percent return?

Parag Parikh Flexi Cap Fund, the largest scheme in the flexi cap category based on assets managed, offered 20.09% CAGR. Around five smallcap funds featured on the list of equity mutual fund schemes that offered more than 20% in a seven-year horizon.

Which mutual fund gives highest return in 1 year?

Synopsis. Bandhan Small Cap Fund, the topper in the list, offered 70.32% in one year horizon. Mahindra Manulife Small Cap Fund offered 67.56%. Around 31 equity mutual fund schemes have offered more than 50% in one-year horizon, an analysis by ETMutualFunds showed.

Which mutual funds give 30% return?

Quant Flexi Cap Fund, Quant Active Fund, and Quant ELSS Tax Saver Fund - a flexi cap, multi cap, and an ELSS fund from Quant Mutual Fund, offered 33.49%, 30.58%, and 34.05% respectively. HDFC Mid-Cap Opportunities Fund, the largest scheme in the mid cap category based on assets managed, offered 30.52%.

What is the average 10 year return on mutual funds?

The average mutual fund return for a balanced mutual fund for the last 10 years as of 2021 is nearly 9-10%. The statistic states that the average return of a balanced mutual fund over the past 10 years, as of 2021, is approximately 9-10%.

Is it good time to invest in mutual funds?

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 fund has the highest 10 year return?

Morningstar Direct ranked the funds in terms of their 10-year annualized returns, as measured on a specific date (as opposed to the end of the month) — in this case, Oct. 19, 2023. No. 1 on the list is the ProFunds Semiconductor UltraSector Fund, which yielded 29.21% over the past decade.

Has anyone gotten rich from mutual funds?

Therefore, an investor can also become susceptible to making wrong investment decisions in his eagerness to make a lot of money quickly. So, can a person become rich by investing in mutual funds? Yes, it is possible!

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.

How much will $10,000 invested be worth in 10 years?

If you invest $10,000 today at 10% interest, how much will you have in 10 years? Summary: The future value of the investment of $10000 after 10 years at 10% will be $ 25940.

What 4 mutual funds does Dave Ramsey invest in?

I put my personal 401(k) and a lot of my mutual fund investing in four types of mutual funds: growth, growth and income, aggressive growth, and international.

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

If you were to stay invested for a shorter duration, say 20 years, you'd invest Rs 2,40,000, but your portfolio value would be Rs 9.89 lakh. A decade-long investment of Rs 1,000 per month would equal Rs. 2,30,038, as compared to Rs. 1,20,000 invested over the same period.

Can we get 15% return on mutual fund?

Consider investing Rs 15,000 per month for 15 years and earning 15% returns. After 15 years, the total wealth will be Rs 1,00,27,601 (Rs. 1 crore). According to the compounding principle, if we implement these very same returns and contributions for another 15 years, the amount we accumulate grows enormously.

Which mutual funds give 12 percent return?

To be precise, seven equity categories offered over 12% in the current year. The toppers have offered even better returns. small cap fundsManulife Small Cap FundMid cap categorymulti cap categoryNippon India Multi Cap FundJM Value FundSBILICPredictably, small cap funds topped the return chart.

Which investment has highest return?

Investments in equity or equity-oriented instruments, such as stocks and equity mutual funds, typically offer high returns. However, they come with higher risk compared to fixed-income investments. Real estate and certain types of ULIPs can also offer high returns.

What is the 75 5 10 rule for mutual funds?

Diversified management investment companies have assets that fall within the 75-5-10 rule. A 75-5-10 diversified management investment company will have 75% of its assets in other issuers and cash, no more than 5% of assets in any one company, and no more than 10% ownership of any company's outstanding voting stock.

What is the 3 5 10 rule for mutual funds?

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”).

How do I get the best return from mutual funds?

Diversify Your Portfolio: Diversification plays a crucial role in risk reduction, optimising returns, and maintaining stability within your investment portfolio. It is important to invest in a mix of equity, debt, and possibly others like gold or real estate mutual funds to diversify your portfolio.

What will 10000 be worth in 20 years?

The table below shows the present value (PV) of $10,000 in 20 years for interest rates from 2% to 30%. As you will see, the future value of $10,000 over 20 years can range from $14,859.47 to $1,900,496.38.

What if I invest $2,000 a month in SIP?

Take an example where you invest Rs 2,000 per month for a tenure of 24 months. You expect a 12% annual rate of return (r). You have i = r/100/12 or 0.01. You get Rs 54,486 at maturity.

How long should you keep money in a mutual fund?

Typically, the ideal holding period for an equity mutual fund is considered anywhere between a minimum of 3-5 years. But data shows that only investments in 3% of the units continued for more than 5 years.

What month is best to buy mutual funds?

There is no particular right time to invest in SIP. However, it is always advisable to start as early as possible. Mutual funds generate better returns in the long run. The longer you stay invested the more returns you can earn through capital appreciation and dividends.