Which fund gives highest return?
The U.S. stock market has long been considered the source of the greatest returns for investors, outperforming all other types of investments including financial securities, real estate, commodities, and art collectibles over the past century.
- Invesco India Smallcap Fund. 22.64%
- Quant Tax Plan. 18.89%
- SBI Small Cap Fund. 18.46%
- Axis Growth Opportunities Fund. 18.01%
- Quant Active Fund. 17.71%
- Mirae Asset Emerging Bluechip. 17.63%
- Mirae Asset Tax Saver Fund. 17.45%
- Nippon India Small Cap Fund. 17.09%
Ticker | Name | 5-year return (%) |
---|---|---|
PBFDX | Payson Total Return | 16.30% |
SSAQX | State Street US Core Equity Fund | 16.20% |
CORRX | Columbia Contrarian Core Adv | 15.89% |
FGRTX | Fidelity Mega Cap Stock | 15.73% |
The U.S. stock market has long been considered the source of the greatest returns for investors, outperforming all other types of investments including financial securities, real estate, commodities, and art collectibles over the past century.
Scheme Name | Expense Ratio | 1Y Return |
---|---|---|
Kotak Bond Fund | 0.64% | 8.98% p.a. |
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund | 0.2% | 8.9% p.a. |
HDFC Nifty G-Sec Sep 2032 Index | 0.2% | 8.8% p.a. |
Kotak Medium Term Fund | 0.63% | 8.78% p.a. |
Scheme Name | Plan | YTD |
---|---|---|
SBI Contra Fund - Direct Plan - Growth | Direct Plan | 4.53% |
SBI Long Term Equity Fund - Direct Plan - Growth | Direct Plan | 7.41% |
Quant ELSS Tax Saver Fund - Direct Plan - Growth | Direct Plan | 7.96% |
Quant Tax Plan, the only ELSS scheme in the category, gave 33.06% in a three-year period. ICICI Prudential Technology Fund, Tata Small Cap Fund, and Bandhan Small Cap Fund gave 32.77%, 32.73%, and 32.04% respectively.
Returns | ||
---|---|---|
Fund Name | 3 Years | 5 Years |
Bluechip Fund ICICI Prudential | 24.00% | 14.36% |
Large Cap Fund Mirae Asset | 18.65% | 13.49% |
Bluechip Equity Fund Canara Robeco | 18.57% | 15.24% |
A good return on investment is generally considered to be about 7% per year, based on the average historic return of the S&P 500 index, and adjusting for inflation. But of course what one investor considers a good return might not be ideal for someone else.
Scheme Name | NAV Direct | Return 1 Year (%) Direct |
---|---|---|
Edelweiss Money Market Fund | 25.25 | 3.78 |
Franklin India Savings Fund | 41.45 | 3.86 |
HDFC Money Market Fund | 4,649.96 | 4.05 |
ICICI Prudential Money Market Fund | 306.58 | 3.93 |
What is the safest investment with the highest return?
- High-yield savings accounts.
- Certificates of deposit (CDs) and share certificates.
- Money market accounts.
- Treasury securities.
- Series I bonds.
- Municipal bonds.
- Corporate bonds.
- Money market funds.
- Stocks.
- Real Estate.
- Private Credit.
- Junk Bonds.
- Index Funds.
- Buying a Business.
- High-End Art or Other Collectables.
![Which fund gives highest return? (2024)](https://i.ytimg.com/vi/7Jhl7RYrba0/hq720.jpg?sqp=-oaymwEcCNAFEJQDSFXyq4qpAw4IARUAAIhCGAFwAcABBg==&rs=AOn4CLC0yFEJfvLX3-K5CefN58kJtrqwSQ)
The safest place to put your retirement funds is in low-risk investments and savings options with guaranteed growth. Low-risk investments and savings options include fixed annuities, savings accounts, CDs, treasury securities, and money market accounts.
Fund Name | 5 Years Return | 10 Years Return |
---|---|---|
Quant Large and Mid Cap Fund (G) | 25.0% | 23.2% |
HSBC Value fund (G) | 21.8% | 21.9% |
Kotak Infrastructure & Economic Reform Fund Standard Plan (G) | 24.6% | 21.5% |
Nippon India Growth Fund (G) | 25.6% | 21.4% |
Top four schemes in the category offered over 7%. ICICI Prudential Corporate Bond Fund, the topper in the category, offered 7.60% in 2023. Aditya Birla Sun Life Corporate Bond Fund offered 7.29%. HDFC Corporate Bond Fund gave 7.20%.
- 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.
Top small cap mutual funds | Annual Returns 2023 |
---|---|
Mahindra Manulife Small Cap Fund | 53.22% |
Bandhan Small Cap Fund | 49.48% |
Franklin India Smaller Companies Fund | 49.44% |
ITI Small Cap Fund | 48.54% |
- Nippon India Nivesh Lakshya Fund.
- ICICI Prudential Long Term Bond Fund.
- Aditya Birla Sun Life Long Duration Fund.
- Axis Long Duration Fund.
- HDFC Long Duration Debt Fund.
- SBI Long Duration Fund.
- UTI Long Duration Fund.
- Quant Flexi Cap Fund Growth Option Direct Plan. ...
- JM Flexicap Fund (Direct) Growth Option. ...
- Bank of India Flexi Cap Fund Direct Growth. ...
- Motilal Oswal Flexicap Fund Direct Plan Growth. ...
- Invesco India Flexi Cap Fund Direct Growth. ...
- Shriram Flexi Cap Fund Direct Growth. ...
- Nippon India Flexi Cap Fund Direct Growth.
Nippon India Large Cap Fund - Direct Plan - Growth
Its year-to-date return stands at 20.04 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.
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.
- Bandhan Balanced Advantage Fund. ...
- ICICI Prudential Income Optimizer Fund (FOF) ...
- DSP Dynamic Asset Allocation Fund. ...
- ICICI Prudential Regular Savings Fund. ...
- Baroda BNP Paribas Conservative Hybrid Fund. ...
- Franklin India Debt Hybrid Fund.
- Axis Bluechip Fund. This fund has been getting a lot of attention lately and for good reasons. ...
- PGIM India Mid-Cap Opportunities Fund. ...
- Axis Mid-Cap Fund. ...
- Nippon India Small Cap Fund. ...
- Quant Mid Cap Fund.
If you have been investing in mutual funds (MFs), then 2023 would've treated you well. Equities, gold, and fixed income yields have all gone up, putting them in a sweet spot for 2024, when interest rates should fall, as many experts have predicted.
References
- https://www.gobankingrates.com/money/making-money/how-to-make-2000-a-month/
- https://www.nasdaq.com/articles/got-%24500-to-invest-monthly-this-exchange-traded-fund-can-make-you-a-millionaire.
- https://time.com/personal-finance/article/mutual-fund-fees-and-expenses-for-beginners/
- https://www.forbes.com/advisor/banking/savings/millionaire-calculator/
- https://smartasset.com/financial-advisor/is-it-worth-paying-a-financial-advisor
- https://fortune.com/recommends/investing/how-much-of-your-income-should-go-toward-investing/
- https://www.marketwatch.com/picks/is-this-a-fair-fee-im-talking-to-a-financial-adviser-who-wants-to-charge-1-6-for-accounts-with-less-than-250k-in-them-is-that-ok-9616e1b1
- https://medium.com/@nomadonline/how-i-make-10-000-a-week-with-nine-passive-income-ideas-493068d8a32f
- https://www.5paisa.com/blog/best-mutual-fund-for-sip-plan-to-invest-in-india
- https://www.renewbuy.com/articles/life-insurance/life-insurance-vs-mutual-funds
- https://www.forbes.com/sites/pattieehsaei/2023/10/12/you-can-afford-to-invest-start-with-just-100-per-month/
- https://irdai.gov.in/document-detail?documentId=379490
- https://www.investopedia.com/articles/mutualfund/07/no-load.asp
- https://m.economictimes.com/mf/analysis/top-corporate-bond-funds-offer-over-7-in-2023-icici-prudential-corporate-bond-fund-offers-7-60/articleshow/106506364.cms
- https://fi.money/blog/posts/the-80-20-rule-what-is-it-how-it-works
- https://www.cnbctv18.com/personal-finance/mutual-funds-2023-year-ender-outlook-2024-where-to-invest-scheme-returns-18648141.htm
- https://www.sofi.com/learn/content/good-return-on-investment/
- https://www.fool.com/investing/2023/11/09/want-300-safe-monthly-dividend-income-invest-37800/
- https://www.hdfclife.com/ulip-plans/ulip-returns-in-5years
- https://onedayadvice.com/blog/a-breakdown-of-investment-management-fees
- https://scripbox.com/mutual-fund/highest-return-mutual-fund-in-last-10-years
- https://finance.yahoo.com/news/much-interest-earn-1-million-150000229.html
- https://www.investopedia.com/articles/investing/111315/trading-mutual-funds-living-it-possible.asp
- https://scripbox.com/mf/will-mutual-fund-investment-drop-to-zero-ever/
- https://www.etmoney.com/mutual-funds/debt
- https://www.visualcapitalist.com/visualizing-the-investments-of-the-ultra-wealthy/
- https://www.hindustantimes.com/business/5-mutual-funds-that-gave-highest-returns-in-2023-mahindra-nippon-hdfc-101704276858101.html
- https://www.iciciprulife.com/ulip-plans/ulip-plans-returns.html
- https://corporatefinanceinstitute.com/resources/career-map/sell-side/capital-markets/downside-risk/
- https://www.nerdwallet.com/article/investing/mutual-fund-fees-what-investors-need-to-know
- https://www.indmoney.com/articles/personal-finance/5-mutual-funds-that-doubled-sip-investments-in-5-years
- https://www.bankbazaar.com/life-insurance/ulip/ulips-vs-traditional-insurance-plans.html
- https://m.economictimes.com/mf/analysis/these-10-equity-funds-offered-maximum-returns-in-five-years/articleshow/105115702.cms
- https://www.etmoney.com/mutual-funds/debt/long-duration/51
- https://www.investopedia.com/terms/n/no-loadfund.asp
- https://www.marketwatch.com/picks/are-you-still-paying-1-to-your-financial-adviser-heres-what-might-make-a-lot-more-sense-and-save-you-tens-of-thousands-of-dollars-01659470645
- https://www.businesstoday.in/mutual-funds/best-mf
- https://www.ici.org/pdf/bro_mf_fees_faq_p.pdf
- https://www.nerdwallet.com/article/investing/best-performing-mutual-funds
- https://www.forbes.com/advisor/investing/best-mutual-funds/
- https://www.7prosper.com/post/should-you-invest-in-mutual-funds-when-share-markets-are-down
- https://www.nerdwallet.com/article/investing/the-best-investments-right-now
- https://www.principal.co.id/en/general-risks-investing-mutual-funds-0
- https://www.marketwatch.com/picks/with-2-4-million-tik-tok-followers-this-former-wall-street-trader-says-this-is-how-the-ultra-wealthy-really-invest-and-psst-its-pretty-simple-33264249
- https://www.investopedia.com/ask/answers/10/mutual-funds-advantages-disadvantages.asp
- https://groww.in/blog/how-to-invest-in-mutual-funds
- https://www.investopedia.com/ask/answers/091815/when-are-mutual-funds-considered-bad-investment.asp
- https://www.zeebiz.com/personal-finance/news-ulip-vs-mutual-fund-which-one-has-a-better-return-rate-which-should-be-opted-for-stst-252701
- https://www.nasdaq.com/articles/do-this-for-$4000-in-dividend-income-every-month
- https://www.policybazaar.com/life-insurance/ulip-plans/articles/how-to-withdraw-ulip-policy/
- https://www.cnbc.com/2023/03/01/mutual-fund-red-flags.html
- https://time.com/personal-finance/article/mutual-funds-vs-stocks/
- https://www.tataaia.com/blogs/life-insurance/ulips-advantages-and-disadvantages.html
- https://eightify.app/summary/personal-finance-and-wealth-building/high-yield-dividend-portfolio-weekly-dividends-8-yields
- https://www.investopedia.com/ask/answers/05/062305.asp
- https://www.forbes.com/advisor/investing/best-safe-investments/
- https://medium.com/crypto-and-money/7-proven-ways-to-make-5-000-9-000-per-month-in-passive-income-1aafbf025154
- https://www.policybazaar.com/life-insurance/ulip-plans/articles/is-ulip-a-good-investment/
- https://cleartax.in/s/how-much-salary-to-invest-in-mutual-funds
- https://www.etmoney.com/mutual-funds/featured/best-low-risk-mutual-funds/21
- https://www.morningstar.ca/ca/news/185542/if-a-mutual-fund-is-losing-money-do-the-fund-managers-still-charge-mers.aspx
- https://www.iciciprulife.com/insurance-library/ulips/what-are-ulips.html
- https://www.businesstoday.in/personal-finance/investment/story/sip-of-rs-1000-monthly-can-lead-to-significant-gains-heres-how-much-you-can-save-in-10-20-and-30-years-410464-2023-12-22
- https://www.canarahsbclife.com/blog/ulip/ulip-tax-benefits-under-section-80c
- https://www.spectup.com/resource-hub/guide-startup-investors
- https://www.nerdwallet.com/article/investing/how-to-invest-dividend-stocks
- https://www.investopedia.com/investing/advantages-of-mutual-funds/
- https://www.policybazaar.com/sip/10-best-performing-sip-plans-for-5-years/
- https://www.fool.com/the-ascent/personal-finance/articles/how-long-does-it-take-to-become-a-millionaire/
- https://www.investopedia.com/articles/investing/092815/how-optimize-your-portfolio-and-reduce-fees.asp
- https://canvasannuity.com/blog/safest-place-for-retirement-savings
- https://www.hdfclife.com/ulip-plans/what-is-ulip
- https://finance.yahoo.com/news/10-return-investment-roi-141300511.html
- https://www.tataaia.com/blogs/financial-planning/things-to-do-when-losing-money-in-mutual-funds.html
- https://finance.yahoo.com/news/500-every-month-passive-income-130041730.html
- https://groww.in/blog/how-many-mutual-funds-invest
- https://www.linkedin.com/pulse/6-best-side-hustles-how-i-make-5000month-majed-khalaf
- https://fortune.com/recommends/investing/safe-investments/
- https://www.moneycontrol.com/news/business/personal-finance/year-end-special-2023-mutual-funds-5-things-that-impacted-how-you-invested-in-2023-11950601.html
- https://www.investopedia.com/ask/answers/050415/what-good-annual-return-mutual-fund.asp
- https://www.indiainfoline.com/knowledge-center/mutual-funds/six-best-investment-plans-for-one-year
- https://www.moneylion.com/learn/10-ways-to-make-500-a-week/
- https://smartasset.com/retirement/where-can-i-retire-on-2000-a-month
- https://www.stltoday.com/how-do-millionaires-invest-their-money/collection_da7bd4cd-2f2a-5f6e-8c17-98280a1c67cd.html
- https://fortune.com/recommends/investing/golden-rules-of-investing/
- https://smartasset.com/investing/ways-to-invest-10000
- https://cleartax.in/s/mutual-fund-calculator
- https://facet.com/financial-planning/how-to-identify-hidden-costs-in-your-investment-portfolio/
- https://www.zeebiz.com/personal-finance/investment/news-these-large-cap-mutual-funds-have-given-up-to-20-return-in-2023-so-far-stst-257376
- https://www.theworkathomewoman.com/make-an-extra-2000-a-month/
- https://www.fortunebuilders.com/fifty-percent-rule/
- https://groww.in/blog/things-do-when-losing-money-mutual-funds
- https://m.economictimes.com/markets/stocks/news/50-mutual-funds-get-redeemed-within-a-year-is-long-term-investing-dead/articleshow/100464529.cms
- https://www.moneycontrol.com/mutual-funds/nav/uti-unit-linked-insurance-plan/returns/MUT018
- https://www.etmoney.com/learn/mutual-funds/mutual-funds-vs-ulips/
- https://www.7prosper.com/post/why-dont-people-invest-in-mutual-funds-in-india
- https://www.ramseysolutions.com/retirement/investing-fees-how-much-too-much
- https://www.policyx.com/life-insurance/articles/ulip-vs-traditional-plan/
- https://www.tataaia.com/blogs/ulip/are-unit-linked-insurance-plans-risky.html
- https://ca.finance.yahoo.com/news/much-invest-2-000-monthly-160000919.html
- https://m.economictimes.com/mf/analysis/18-equity-mutual-fund-schemes-offer-over-30-in-three-years/articleshow/105896175.cms
- https://www.fidelity.com/viewpoints/investing-ideas/financial-advisor-cost
- https://www.unbiased.com/discover/retirement-investing/can-you-retire-on-500k
- https://www.cnbc.com/2022/08/10/earn-extra-income-with-11-lucrative-side-hustles-says-millionaire-some-can-pay-you-3000-a-month.html
- https://www.moneycontrol.com/mutual-funds/find-fund/find-top-fund
- https://www.amortization.org/savings/10000/20
- https://groww.in/mutual-funds/top/best-low-risk-mutual-funds
- https://www.schwab.com/learn/story/are-mutual-funds-good-investment
- https://www.investopedia.com/ask/answers/032415/which-investments-have-highest-historical-returns.asp
- https://www.quora.com/I-want-to-earn-1-000-USD-every-month-from-dividends-How-much-do-I-have-to-invest-and-where
- https://www.fidelity.com/tax-information/tax-topics/mutual-funds
- https://finance.yahoo.com/news/retirement-income-paid-60-000-140107260.html
- https://www.quora.com/ULIP-vs-mutual-fund-which-one-shall-I-choose-in-2023
- https://www.canarahsbclife.com/blog/ulip/what-are-the-top-disadvantages-of-ulips
- https://lyonswealth.com/blog-details/how-much-money-do-i-need-to-invest-to-make-3000
- https://www.investopedia.com/financial-edge/0709/so-you-wanna-be-a-millionaire-how-long-will-it-take.aspx
- https://www.goodfinancialcents.com/best-ways-to-invest-2000-to-3000/
- https://investor.vanguard.com/investment-products/mutual-funds/low-cost
- https://www.linkedin.com/pulse/8-easy-work-home-jobs-get-paid-every-week-1000-per-leo-thapa-jrncf
- https://www.canarahsbclife.com/blog/ulip/5-reasons-you-should-invest-in-ulips-right-away
- https://www.livemint.com/money/personal-finance/how-much-of-my-salary-should-go-into-sips-11680110041064.html
- https://www.canarahsbclife.com/faqs/ulips/why-are-unit-linked-insurance-plans-considered-risky
- https://tools.carboncollective.co/future-value/1000-in-10-years/
- https://www.canarahsbclife.com/blog/ulip/5-ways-unit-linked-insurance-plans-reward-long-term-investors
- https://www.sofi.com/learn/content/is-100000-a-good-salary/