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Looking for the best mutual funds to invest? Here are our recommendations. Invesco India PSU Equity Fund, the oldest fund in the category, gave 99.12% return in the last one year. Aditya Birla SL PSU Equity Fund and ICICI Prudential PSU Equity Fund gave 95.60% and 86.12% returns respectively in the similar time period.
What mutual funds have the highest returns? ›| 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 |
What is the average return of mutual funds? Historically average around 9% to 12% annually. Subject to market volatility but offer potential for higher returns.
Which type of equity fund is best? ›Mid-Cap Equity Mutual Funds
These funds are considered to be less risky than small-cap equity funds but riskier than large-cap equity funds. However, mid-cap stocks tend to offer better growth potential than large-cap stocks.
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.
Which mutual fund has 50 percent return in one year? ›Aditya Birla Sun Life Dividend Yield Fund and LIC MF Dividend Yield Fund have delivered over 50 per cent returns in the last year. Tata Dividend Yield Fund and HDFC Dividend Yield Fund have delivered over 45 per cent returns in the last year.
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.
What if I invest $5,000 in mutual funds for 5 years? ›If you invest Rs. 5,000 per month through SIP for 5 years, assuming 12% return. The estimate total returns will be Rs. 1,12,432 and the estimate future value of your investment will be Rs. 4,12,431.
How much will I get if I invest $50,000 in mutual funds? ›Considering 8% returns, an investment of Rs 50,000 can fetch you Rs 2,33,051 in 20 years. Not suitable for long-term wealth creation or investors with a high-risk appetite.
How to get 12 percent return on investment? ›Assuming the average annual dividend yield to be 7%*, you would need to invest INR 85,00,000 to get approximately INR 50,000 per month. *The average dividend rate is calculated from the top 15 dividend-yielding stocks.
Which mutual fund has highest return history? ›| Scheme Name | Plan | 3Y |
|---|---|---|
| Invesco India Contra Fund - Direct Plan - Growth | Direct Plan | 23.23% |
| SBI Contra Fund - Direct Plan - Growth | Direct Plan | 30.82% |
| Motilal Oswal ELSS Tax Saver Fund - Direct Plan - Growth | Direct Plan | 27.11% |
| Mutual Fund Name | Fund Size (in Rs.) | 5- Year Returns |
|---|---|---|
| Quant Multi Asset Fund | ₹ 1,153 Crores | 25.85% |
| ICICI Prudential Equity & Debt Fund | ₹ 28,006 Crores | 19.92% |
| ICICI Prudential Multi Asset Fund | ₹ 27,924 Crores | 19.01% |
| Edelweiss Aggressive Hybrid Fund | ₹ 1,052 Crores | 17.86% |
While average ratios, as well as those considered “good” and “bad”, can vary substantially from sector to sector, a return on equity ratio of 15% to 20% is usually considered good.
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