Which mutual fund has highest return?
Nippon India Large Cap Fund - Direct Plan - Growth
Its year-to-date return stands at 20.04 per cent.
- ICICI Prudential BHARAT 22 FOF Direct Growth. ...
- Quant Small Cap Fund Growth Option Direct Plan. ...
- Nippon India Small Cap Fund - Direct Plan - Growth Plan. ...
- Quant Mid Cap Fund Growth Option Direct Plan. ...
- Quant Flexi Cap Fund Growth Option Direct Plan. ...
- HDFC Small Cap Fund-Direct Growth Option.
Nippon India Large Cap Fund - Direct Plan - Growth
Its year-to-date return stands at 20.04 per cent.
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.
Two schemes from Bandhan Mutual Fund, HDFC Mutual Fund, JM Mutual Fund, Kotak Mutual Fund, and SBI Mutual Fund offered more than 15% in three, five, seven, and 10-year horizons.
Mutual funds | 1-year return (%) |
---|---|
Aditya Birla Sun Life Pure Value Fund | 43.02 |
Axis Value Fund | 40.16 |
SBI Long Term Equity Fund | 40.00 |
HDFC Multi Cap Fund | 40.19 |
Fund Name | 3 Years Return | 5 Years Return |
---|---|---|
Invesco India PSU Equity Fund (G) | 38.8% | 26.9% |
Quant Multi Asset Fund (G) | 32.2% | 26.2% |
Motilal Oswal Midcap fund (G) | 34.0% | 25.8% |
DSP India T I G E R Fund (G) | 35.4% | 25.7% |
(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.
The large cap mutual funds that have delivered healthy CAGR returns of more than 12 percent per annum in the past five years include Nippon India Large Cap Fund, Canara Robeco Bluechip Equity Fund, ICICI Prudential Bluechip Fund, Baroda BNP Paribas Large Cap Fund, SBI Bluechip Fund and HDFC Top 100 Fund.
Which mutual fund gives 40 percent return?
Nippon India Growth Fund
The fund from Nippon India Mutual Fund is second in the list of the top-performing mid-cap mutual funds in the last one year. The fund has given a return of 44.04 per cent against its benchmark return of 39.97 per cent.
Diversified management investment companies have assets that fall within the 75-5-10 rule. A 75-5-10 diversified management investment company will have 75% of its assets in other issuers and cash, no more than 5% of assets in any one company, and no more than 10% ownership of any company's outstanding voting stock.
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 |
The mutual fund 15x15x15 rule simply put means invest INR 15000 every month for 15 years in a stock that can offer an interest rate of 15% on an annual basis, then your investment will amount to INR 1,00,26,601/- after 15 years.
15 X 15 X 30 rule of mutual funds
If u do a 15,000 Rs. SIP per month for 30 years (instead of 15 years as earlier), at a 15% compounded annual return, You will be able to accumulate 10 CRORE against 1 crore if u invest for 15 years), said Balwant Jain.
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% |
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% |
- 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.
- 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.
- Fixed Deposits (FD)
- Public Provident Fund (PPF)
- ABSLI Fixed Maturity Plan.
- Unit Linked Insurance Plan (ULIP)
- Post Office Monthly Income Scheme (POMIS)
- Senior Citizen Savings Scheme (SCSS)
- Sukanya Samriddhi Yojana Scheme (SSY)
- National Pension System (NPS)
Which investment has the highest expected return?
Key Takeaways. The U.S. stock market is considered to offer the highest investment returns over time. Higher returns, however, come with higher risk. Stock prices typically are more volatile than bond prices.
Years Invested | Balance At the End of the Period |
---|---|
10 | $102,422 |
20 | $379,684 |
30 | $1,130,244 |
40 | $3,162,040 |
For example, if an investment scheme promises an 8% annual compounded rate of return, it will take approximately nine years (72 / 8 = 9) to double the invested money.
Mutual funds have sales charges, and that can take a big bite out of your return in the short run. To mitigate the impact of these charges, an investment horizon of at least five years is ideal.
Now, let's consider how our calculations change if the time horizon is 10 years. If you are starting from scratch, you will need to invest about $4,757 at the end of every month for 10 years. Suppose you already have $100,000. Then you will only need $3,390 at the end of every month to become a millionaire in 10 years.
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