What is the most successful mutual fund? (2024)

What is the most successful mutual fund?

Two schemes from SBI Mutual Fund, Kotak Mutual Fund, and HDFC Mutual Fund offered over 20% during the same time period. Note, the above exercise is not a recommendation.

Which is the rank 1 mutual fund?

Top Mutual Fund Houses in India
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
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Feb 1, 2024

Which type of mutual fund gives highest return?

List of High Risk & High Returns in India Ranked by Last 5 Year Returns
  • Invesco India Mid Cap Fund. ...
  • Tata Midcap Growth Fund. ...
  • Kotak Emerging Equity Fund. ...
  • HSBC Midcap Fund. EQUITY Mid Cap. ...
  • UTI Mid Cap Fund. EQUITY Mid Cap. ...
  • Axis Midcap Fund. EQUITY Mid Cap. ...
  • DSP Midcap Fund. EQUITY Mid Cap. ...
  • Mirae Asset Midcap Fund. EQUITY Mid Cap.

Which mutual fund is best of all time?

BEST MUTUAL FUNDS
  • Sundaram Flexi Cap Fund Direct Growth. ...
  • Bandhan Flexi Cap Fund-Direct Plan-Growth. ...
  • Canara Robeco Flexi Cap Fund Direct Plan Growth Option. ...
  • SBI Flexicap Fund Direct Growth. ...
  • Kotak Flexicap Fund Direct Growth. ...
  • Axis Flexi Cap Fund Direct Growth. ...
  • PGIM India Flexi Cap Fund Direct Growth.

Which is the best mutual fund to invest now?

Top 10 Best Mutual Funds SIP to Invest In India
  • HDFC Mid-Cap Opportunities Fund.
  • Parag Parikh Flexi Cap Fund.
  • ICICI Pru Bluechip Fund.
  • HDFC Flexi Cap Fund.
  • Nippon India Small Cap Fund.
  • HDFC Balanced Advantage Fund.
  • ICICI Prudential Equity & Debt Fund.
  • ICICI Prudential Corporate Bond Fund.
Feb 5, 2024

What are the top rated mutual funds in 2023?

Top 5 small cap mutual funds with highest returns
Top small cap mutual fundsAnnual Returns 2023
Mahindra Manulife Small Cap Fund53.22%
Bandhan Small Cap Fund49.48%
Franklin India Smaller Companies Fund49.44%
ITI Small Cap Fund48.54%
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Jan 3, 2024

Which mutual fund is best in 2023?

Mutual funds1-year return (%)
Nippon India Value Fund42.38
Aditya Birla Sun Life Pure Value Fund43.02
Axis Value Fund40.16
SBI Long Term Equity Fund40.00
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Jan 1, 2024

Which mutual fund gives 20 percent return?

Two schemes from SBI Mutual Fund, Kotak Mutual Fund, and HDFC Mutual Fund offered over 20% during the same time period. Note, the above exercise is not a recommendation.

Which fund has the highest 10 year return?

Highest Return Mutual Funds in Last 10 Years
Fund Name5 Years Return10 Years Return
ICICI Prudential Value Discovery Fund (G)23.1%20.3%
Tata Infrastructure Fund (G)25.6%20.2%
Quant Small Cap Fund (G)36.8%20.1%
Bank of India Manufacturing & Infra fund (G)27.3%20.1%
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Which mutual fund is best for next 5 years?

Best SIP Plans for 5 Years to invest (Hybrid)
FundAUM (In Crs)5 Yr Return (%)
HDFC Balanced Advantage Fund Direct Plan Growth Option₹73349 Cr20.06 %
Edelweiss Aggressive Hybrid Direct Plan Growth Option₹1170 Cr18.64 %
UTI Aggressive Hybrid Fund-Growth - Direct₹5215 Cr16.75 %
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What is the safest mutual fund?

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.

Are mutual funds 100% safe?

Mutual funds are largely a safe investment, seen as being a good way for investors to diversify with minimal risk. But there are circ*mstances in which a mutual fund is not a good choice for a market participant, especially when it comes to fees.

What is 5 star mutual fund?

The rating ranges from one to five stars of which one star denotes the lowest performer whereas the five-star rating is for the best performer. There are various entities which are actively working on this job such as CRISIL, Morningstar, Value Research, ICRA, etc.

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 I choose a new mutual fund?

How to choose mutual funds
  1. Decide whether to go active or passive.
  2. Calculate your budget.
  3. Figure out your risk tolerance.
  4. Think about your asset allocation.
  5. Chasing hot-performing funds.
  6. Following a suggestion from family or friends.
  7. Pick the funds with the highest star ratings.
  8. Thinking bonds are too boring.
Jan 2, 2024

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 is Dave Ramsey invested 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.

What is the average return on mutual funds?

Average Mutual Fund Returns
Category2021 Return10-Year
U.S. Mid-Cap Stock23.40%13.12%
U.S. Small-Cap Stock24.19%12.74%
International Large-Cap Stock9.72%7.85%
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Jan 22, 2022

Which company gives highest return in 2023?

Stock nameReturns in 2023
NTPC87%
Oil India79%
IOC70%
HPCL70%
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Jan 2, 2024

How many mutual funds should I invest in?

Unless you are very well versed with the markets and have expert knowledge about mutual funds, a good rule of thumb would be to own: Large Cap Mutual Funds: Up to 2. Maybe 3 at best. Beyond that, it doesn't make sense as there will be a great overlap in the shares owned by your mutual funds.

Which mutual fund is best to invest in 2024?

Equity Mutual Funds: Top 10 performers in 2024 so far
  • Quant Mid Cap Fund. 12.49%
  • Quant Small Cap Fund. 11.38%
  • Quant Large & Mid Cap Fund. 10.19%
  • Quant Large Cap Fund. 9.95%
  • ITI Mid Cap Fund. 9.49%
  • Kotak Multicap Fund. 9.45%
  • Quant Focused Fund. 9.34%
  • SBI Long Term Equity Fund. 9.31%
2 days ago

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.

Which mutual funds give 12 percent return?

What are large cap funds?
Large Cap funds5-year-returns (%)
Nippon India Large Cap Fund13.15
Canara Robeco Bluechip Equity Fund12.81
ICICI Prudential Bluechip Fund12.53
Baroda BNP Paribas Large Cap Fund12.47
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Aug 24, 2023

Which mutual fund is best in recession?

Best funds to invest in during a recession

Small-cap funds can be a good option for aggressive investors with long-term time horizons. A risk-averse person can consider investing in a multi-asset mutual fund as it invests in various asset classes such as stocks, gold, debt, etc.

Which is the safest mutual fund?

List of Low Risk Risk Mutual Funds in India
Fund NameCategoryRisk
Mirae Asset Overnight FundDebtLow
Kotak Equity Arbitrage FundHybridLow
Tata Arbitrage FundHybridLow
Nippon India Arbitrage FundHybridLow
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