What is the best return on mutual funds? (2024)

What is the best return on mutual funds?

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 funds give 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 a good rate of return for a mutual fund?

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%.

Which fund has the highest 10-year return?

Which mutual fund gives 20 percent return?

The top-performing flexi cap mutual funds include Quant Flexi Cap, JM Flexicap and Parag Parikh Flexi Cap Fund, which have given more than 20% annualised returns in the past five years.

What are the top 5 performing mutual funds?

Where can I get 12% interest on my money?

How much money should you keep in mutual funds?

Conclusion. It is crucial to implement 50:30:20 rule in your financial plan. One should invest at least 20% of their salary in mutual funds and can later increase whenever possible.

Which mutual fund is best to invest now?

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.

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 $1,000 in mutual funds for 10 years?

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 15% return?

The Motilal Oswal Focused Fund Direct-Growth is a focused equity mutual fund aiming for long-term capital appreciation by investing in up to 30 companies with sustainable competitive advantage and growth potential. Returns since inception: The fund has achieved average annual returns of 15.23% since its inception.

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 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.

How do you get high returns on mutual funds?

Avoid Timing the Market: Timing the market is a risky strategy that can lead to losses. It is important to avoid trying to time the market and instead focus on investing regularly in SIP mutual funds. Keep Your Investment Horizon in Mind: Your investment horizon is the length of time you plan to hold your investments.

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.

What is the 20 25 rule for mutual funds?

In the case of non-fulfillment with either of the above two conditions i.e. minimum of 20 investors and no single investor should account for more than 25% of the corpus of the scheme/plan, a three months time period or the end of succeeding calendar quarter, whichever is earlier, from the close of the Initial Public ...

What is the safest investment with the highest return?

What is the safest mutual fund?

Money market mutual funds = lowest returns, lowest risk

They are considered one of the safest investments you can make. Money market funds are used by investors who want to protect their retirement savings but still earn some interest — often between 1% and 3% a year.

What is the best thing to invest in right now?

Where to put $10,000 for best interest?

A stocks and shares ISA is likely to be most suitable. That is unless you will turn 55 within 30 years, in which case a pension might be a better tax wrapper for you. If you're unsure about the time horizon, you could invest in both a pension and a stocks and shares ISA.

How do I get 20% return on money?

It is important to remember that there is no guaranteed way to achieve a 20% return, and attempting to achieve such a high return may result in taking on too much risk. It is essential to consult with a financial advisor and understand your risk tolerance and investment goals before making any investment decisions.

Which bank gives 7% interest on savings account USA?

Which Bank Gives 7% Interest Rate? Currently, no banks are offering 7% interest on savings accounts, but some do offer a 7% APY on other products. For example, OnPath Federal Credit Union currently offers a 7% APY on average daily checking account balances up to and under $10,000.