What are the top 5 performing mutual funds? (2024)

What are the top 5 performing mutual funds?

Five large cap mutual funds that gave the highest return in the past 10 years are Nippon India Large Cap Fund which gave 17.09% returns, followed by Mirae Asset Large Cap Fund with 16.99% return. The other three are ICICI Prudential Bluechip Fund, SBI Bluechip Fund and HDFC Top 100 Fund.

Which 5 star mutual funds have 10 year performance?

Five large cap mutual funds that gave the highest return in the past 10 years are Nippon India Large Cap Fund which gave 17.09% returns, followed by Mirae Asset Large Cap Fund with 16.99% return. The other three are ICICI Prudential Bluechip Fund, SBI Bluechip Fund and HDFC Top 100 Fund.

Which mutual fund is best currently?

BEST MUTUAL FUNDS
  • 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. ...
  • Invesco India Flexi Cap Fund Direct Growth. ...
  • Franklin India Flexi Cap Fund Direct Growth.

Which mutual fund has the highest return in 2024?

Top 5 Large Cap Funds
  1. Nippon India Large Cap Fund. Nippon India Large Cap Fund gets its position as the top performer in the large-cap segment because of it being a consistent top performer across tenures. ...
  2. HDFC Top 100 Fund. ...
  3. ICICI Prudential Bluechip Fund. ...
  4. JM Large Cap FundLarge Cap Fund. ...
  5. Baroda BNP Paribas Large Cap Fund.
3 days ago

Which mutual fund 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 are the best mutual funds to invest 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.
2 days ago

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 safest mutual fund?

BlackRock Exchange Portfolio (STSEX)

Easily one of the top-rated examples of the safest mutual funds, the BlackRock Exchange Portfolio (MUTF:STSEX) seeks long-term growth of capital and consequent long-term growth of income, per its prospectus.

Which mutual fund gives highest return in 1 year?

What are large cap mutual funds?
Large Cap funds1-year-return (%)
Quant Large Cap Fund56.31
Bank of India Bluechip Fund49.09
JM Large Cap Fund47.09
Nippon India Large Cap Fund46.42
4 more rows
Apr 8, 2024

Is it best to invest in mutual funds now?

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.

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.

What 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. I personally spread mine in 25% of those four.

Which mutual fund is best for the next 5 years?

Equity Mutual Funds: SIP Performance in 5 years
  • Quant Small Cap Fund. 1,901,488.91. ...
  • Quant Mid Cap Fund. 1,481,473.16. ...
  • Nippon India Small Cap Fund. 1,479,532.93. ...
  • Quant Flexi Cap Fund. 1,449,704.29. ...
  • Quant ELSS Tax Saver Fund. 1,428,661.33. ...
  • HSBC Small Cap Fund. 1,362,349.31. ...
  • SBI Contra Fund. 1,353,971.16. ...
  • Bank of India Small Cap Fund.
Feb 26, 2024

Which mutual fund is good in recession?

Taxable Corporate Funds

Choosing a fund that invests in high-quality bond issues will help lower your risk. While corporate bond funds are riskier than funds that only hold government-issued bonds, they are still less risky than stock funds.

How many mutual funds should I invest in?

Mid Cap Mutual Funds: Up to 2. While you might get higher returns, the risk you expose yourself to is also higher. Small Cap Mutual Funds: Up to 2. Given how high the risk is with these mutual funds, it is best to limit yourself to a limited number of small cap mutual funds.

What are the three largest mutual funds?

The world's largest mutual funds by assets
Fund (ticker symbol)Assets under managementExpense ratio
Vanguard Total Stock Market Index (VTSAX)$1.47 trillion0.04%
Fidelity 500 Index (FXAIX)$484.4 billion0.015%
Vanguard 500 Index (VFIAX)$398.4 billion0.04%
Vanguard Total International Stock Index (VTIAX)$398.1 billion0.11%
4 more rows
Feb 28, 2024

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.

How many years should I invest in mutual funds?

For most mutual funds categories, there is no prescribed holding period, however factors such as exit load, capital gains tax, performance, liquidity and financial goals should be taken into consideration when deciding the ideal period to stay invested in a scheme.

How many years is good for mutual funds?

Long Term Investment in Mutual Fund

Long term investments are usually for a period of more than three years. The top choices for long term investments are equity mutual funds and hybrid funds. These long term funds offer higher growth when compared to debt mutual funds and traditional investments.

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.

Which investment is best for senior citizens?

Best Investment Options For Senior Citizens In India
  • Best Investment Plan for Senior Citizens.
  • ‌Senior Citizen Saving Scheme (SCSS)
  • Pradhan Mantri Vaya Vandana Yojana.
  • National Pension System (NPS)
  • Equity Linked Savings Scheme (ELSS)
  • Senior Citizen Fixed Deposits.
  • Why is Investing for Senior Citizens Important?

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

Which mutual fund is best for no risk?

Details of Best Low Risk Mutual Fund Schemes
  • Quant Multi Asset Fund. The Quant Multi Asset Fund is an open-ended multi-asset allocation scheme from Quant Mutual Fund. ...
  • ICICI Prudential Equity & Debt Fund. ...
  • ICICI Prudential Multi Asset Fund. ...
  • Edelweiss Aggressive Hybrid Fund. ...
  • Baroda BNP Paribas Aggressive Hybrid Fund.

Who should not invest in mutual funds?

Mutual funds are managed and therefore not ideal for investors who would rather have total control over their holdings. Due to rules and regulations, many funds may generate diluted returns, which could limit potential profits.

What is one downside of a mutual fund?

Disadvantages include high fees, tax inefficiency, poor trade execution, and the potential for management abuses.

You might also like
Popular posts
Latest Posts
Article information

Author: Frankie Dare

Last Updated: 09/06/2024

Views: 5741

Rating: 4.2 / 5 (73 voted)

Reviews: 80% of readers found this page helpful

Author information

Name: Frankie Dare

Birthday: 2000-01-27

Address: Suite 313 45115 Caridad Freeway, Port Barabaraville, MS 66713

Phone: +3769542039359

Job: Sales Manager

Hobby: Baton twirling, Stand-up comedy, Leather crafting, Rugby, tabletop games, Jigsaw puzzles, Air sports

Introduction: My name is Frankie Dare, I am a funny, beautiful, proud, fair, pleasant, cheerful, enthusiastic person who loves writing and wants to share my knowledge and understanding with you.