,ET Online|
1/6
Top Performers
iStock
2/6
Motilal Oswal Midcap Fund
Getty Images
3/6
Two from smallcap
Getty Images
4/6
Quant Mid Cap Fund
Getty Images
5/6
Nippon India Multi Cap Fund
iStock
6/6
Want to invest?
iStock
,ET Online|
1/6
iStock
2/6
Getty Images
3/6
Getty Images
4/6
Getty Images
5/6
iStock
6/6
iStock
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% |
Name | CAGR 3Y (Cr) | Minimum SIP (Rs) |
---|---|---|
ICICI Pru BHARAT 22 FOF | 44.13 | 100 |
Quant Small Cap Fund | 41.9 | 1000 |
Nippon India Small Cap Fund | 37.19 | 100 |
HSBC Small Cap Fund | 35.24 | 500 |
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. 1.
Which equity mutual funds generated highest returns? ›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% |
Ticker | Name | 5-year return (%) |
---|---|---|
GQEPX | GQG Partners US Select Quality Eq Inv | 19.33 |
FGRTX | Fidelity Mega Cap Stock | 17.23 |
SSAQX | State Street US Core Equity Fund | 16.89 |
FGLGX | Fidelity Series Large Cap Stock | 16.88 |
Fidelity Select Software & IT Services (FSCSX, $18.45) has not only survived the Crash of 1987, the Tech Wreck of 2000-02 and the Great Recession, but it has emerged as the top-performing fund since inception.
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 is the rank 1 mutual fund? ›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 | 3 Years Return | 5 Years Return |
---|---|---|
Quant Multi Asset Fund (G) | 23.9% | 28.5% |
Motilal Oswal Midcap fund (G) | 34.6% | 27.5% |
Invesco India PSU Equity Fund (G) | 35.2% | 27.0% |
Tata Small Cap Fund (G) | 25.1% | 26.8% |
Step 1: Start with risk profiling, i.e., to understand your risk tolerance and capacity. Knowing the amount of risk one can take before investing in mutual funds is essential. Step 2: After completing the risk profiling, the next step is asset allocation, where you must divide your money between various asset classes.
Which mutual fund is performing well now? ›Scheme Name | Plan | 1Y |
---|---|---|
ITI ELSS Tax Saver Fund - Direct Plan - Growth | Direct Plan | 60.63% |
Kotak ELSS Tax Saver Fund - Direct Plan - Growth | Direct Plan | 45.31% |
Sponsored AdvInvest Now Axis Value Fund - Direct Plan - Growth | Direct Plan | 53.31% |
Name of the fund | 5-year returns (in %) | 10-year returns (in %) |
---|---|---|
Kotak Emerging Equity Fund | 28.31 | 23.06 |
Motilal Oswal Midcap Fund | 31.84 | 23 |
Edelweiss Mid Cap Fund | 30.39 | 22.37 |
Invesco India Mid Cap Fund | 28.13 | 21.67 |
Author: Carlyn Walter
Last Updated:
Views: 5989
Rating: 5 / 5 (70 voted)
Reviews: 93% of readers found this page helpful
Name: Carlyn Walter
Birthday: 1996-01-03
Address: Suite 452 40815 Denyse Extensions, Sengermouth, OR 42374
Phone: +8501809515404
Job: Manufacturing Technician
Hobby: Table tennis, Archery, Vacation, Metal detecting, Yo-yoing, Crocheting, Creative writing
Introduction: My name is Carlyn Walter, I am a lively, glamorous, healthy, clean, powerful, calm, combative person who loves writing and wants to share my knowledge and understanding with you.