Which mutual fund is best performing in 2024? (2024)

Which mutual fund is best performing in 2024?

There were around 27 smallcap schemes in the market during the said period. Quant Small Cap Fund, the topper in the category, gave 14.21% return on lumpsum investments in 2024 so far. A lumpsum investment of Rs 10,000 made in this small cap fund on January 1, 2024, would have become Rs 11,421 now.

Which mutual fund has the highest return in 2024?

There were around 27 smallcap schemes in the market during the said period. Quant Small Cap Fund, the topper in the category, gave 14.21% return on lumpsum investments in 2024 so far. A lumpsum investment of Rs 10,000 made in this small cap fund on January 1, 2024, would have become Rs 11,421 now.

Which fund to invest in 2024?

The Fidelity Cash Fund is one of the four funds selected by Fidelity's Investment Director Tom Stevenson as his picks of 2024. The Fidelity Global Technology Fund was the most popular actively managed equity fund over the quarter, ranking third for SIPP purchases and fifth for ISAs.

What is the highest performing mutual fund?

Best-performing U.S. equity mutual funds
TickerName5-year return (%)
STSEXBlackRock Exchange BlackRock16.27%
USBOXPear Tree Quality Ordinary16.13%
FGLGXFidelity Series Large Cap Stock16.08%
PRCOXT. Rowe Price U.S. Equity Research16%
3 more rows
Mar 29, 2024

Which mutual fund is best for next 5 years?

Equity Mutual Funds: SIP Performance in 5 years
  • Quant Small Cap Fund. 1,901,488.91. ...
  • Quant Mid Cap Fund. 1,481,473.16. ...
  • Nippon India Small Cap Fund. 1,479,532.93. ...
  • Quant Flexi Cap Fund. 1,449,704.29. ...
  • Quant ELSS Tax Saver Fund. 1,428,661.33. ...
  • HSBC Small Cap Fund. 1,362,349.31. ...
  • SBI Contra Fund. 1,353,971.16. ...
  • Bank of India Small Cap Fund.
Feb 26, 2024

What are the top 5 performing mutual funds?

Below are some of the best mutual funds, with performance data as of March 29, 2024.
  • Victory Nasdaq-100 Index (USNQX)
  • Shelton Nasdaq-100 Index Investor (NASDX)
  • Fidelity Large Cap Growth Index (FSPGX)
  • Schwab U.S. Large-Cap Growth Index (SWLGX)
  • AB Large Cap Growth Advisor (APGYX)
  • T.

What is the safest investment with the highest return?

Here are the best low-risk investments in April 2024:
  • High-yield savings accounts.
  • Money market funds.
  • Short-term certificates of deposit.
  • Series I savings bonds.
  • Treasury bills, notes, bonds and TIPS.
  • Corporate bonds.
  • Dividend-paying stocks.
  • Preferred stocks.
Apr 1, 2024

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.

What is the best fund to invest in right now?

Best index funds to invest in
  • SPDR S&P 500 ETF Trust.
  • iShares Core S&P 500 ETF.
  • Schwab S&P 500 Index Fund.
  • Shelton NASDAQ-100 Index Direct.
  • Invesco QQQ Trust ETF.
  • Vanguard Russell 2000 ETF.
  • Vanguard Total Stock Market ETF.
  • SPDR Dow Jones Industrial Average ETF Trust.

Which Fidelity funds are performing well?

8 Top-Performing Fidelity Funds for Retirement
Fidelity Fund10-year Annualized Return
Fidelity Nasdaq Composite Index Fund (FNCMX)15.2%
Fidelity OTC Portfolio (FOCPX)16.2%
Fidelity Blue Chip Growth Fund (FBGRX)16.6%
Fidelity Select Software and IT Services Portfolio (FSCSX)17.2%
4 more rows
Mar 20, 2024

What is the best mutual fund for retirees?

The Best Retirement Income Funds of April 2024
FundExpense Ratio
Dodge and Cox Income Fund (DODIX)0.41%
PGIM High Yield Fund (PHYZX)0.51%
T. Rowe Price Dividend Growth Fund (PRDGX)0.64%
Schwab International Index Fund (SWISX)0.06%
5 more rows
Apr 2, 2024

Which mutual fund gives highest return in future?

List of High Risk & High Returns in India Ranked by Last 5 Year Returns
  • Mirae Asset Midcap Fund. EQUITY Mid Cap. ...
  • Kotak Emerging Equity Fund. EQUITY Mid Cap. ...
  • PGIM India Midcap Opportunities Fund. EQUITY Mid Cap. ...
  • Nippon India Small Cap Fund. ...
  • Nippon India Growth Fund. ...
  • Kotak Small Cap Fund. ...
  • HDFC Small Cap Fund. ...
  • Edelweiss Mid Cap Fund.

What is the safest mutual fund?

BlackRock Exchange Portfolio (STSEX)

Easily one of the top-rated examples of the safest mutual funds, the BlackRock Exchange Portfolio (MUTF:STSEX) seeks long-term growth of capital and consequent long-term growth of income, per its prospectus.

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.

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 fund is better now?

As per data available on the AMFI website, among the top 10 best mutual funds in the mid-cap category, Quant Mid Cap Fund holds the highest position. It is followed closely by Motilal Oswal Midcap Fund and Mahindra Manulife Mid Cap Fund.

How do I find the best performing mutual funds?

Look at the benchmarks of funds and how they have performed in comparison to them. Check your chosen funds' performance against other similar funds. You can look at their historical returns, ratios, debt profile, management and more to make your judgements.

What company has best mutual funds?

Best mutual funds
  • Fidelity 500 Index Fund (FXAIX).
  • Fidelity Total Market Index Fund (FSKAX).
  • Schwab S&P 500 Index Fund (SWPPX).
  • Schwab Total Stock Market Index Fund (SWTSX).
  • Vanguard 500 Index Fund Admiral Shares (VFIAX).
  • Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).

Should a 70 year old be in the stock market?

Indeed, a good mix of equities (yes, even at age 70), bonds and cash can help you achieve long-term success, pros say. One rough rule of thumb is that the percentage of your money invested in stocks should equal 110 minus your age, which in your case would be 40%. The rest should be in bonds and cash.

What investment is 100% safe?

What are the safest types of investments? 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.

Where can I get 10 percent return on investment?

Investments That Can Potentially Return 10% or More
  • Stocks.
  • Real Estate.
  • Private Credit.
  • Junk Bonds.
  • Index Funds.
  • Buying a Business.
  • High-End Art or Other Collectables.
Sep 17, 2023

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 mutual fund gives highest return in 1 year?

What are large cap mutual funds?
Large Cap funds1-year-return (%)
Quant Large Cap Fund56.31
Bank of India Bluechip Fund49.09
JM Large Cap Fund47.09
Nippon India Large Cap Fund46.42
4 more rows
Apr 8, 2024

Which mutual fund is best for 15 years?

Best SIP For 15 Years in India
  • Axis Bluechip Fund Direct Plan-Growth. ...
  • DSP Flexi Cap Fund Direct Plan-Growth. ...
  • Quant Tax Plan- Direct-Growth Fund. ...
  • Kotak Equity Opportunities Fund Direct-Growth. ...
  • Edelweiss Large & Mid Cap Direct Plan-Growth. ...
  • Motilal Oswal Focused Fund Direct-Growth. ...
  • ICICI Prudential Gilt Fund Direct-Growth Plan.
Dec 7, 2023

Is Vanguard or Fidelity better?

While Fidelity wins out overall, Vanguard is the best option for retirement savers. Its platform offers tools and education focused specifically on retirement planning.

You might also like
Popular posts
Latest Posts
Article information

Author: Fredrick Kertzmann

Last Updated: 17/06/2024

Views: 5945

Rating: 4.6 / 5 (66 voted)

Reviews: 89% of readers found this page helpful

Author information

Name: Fredrick Kertzmann

Birthday: 2000-04-29

Address: Apt. 203 613 Huels Gateway, Ralphtown, LA 40204

Phone: +2135150832870

Job: Regional Design Producer

Hobby: Nordic skating, Lacemaking, Mountain biking, Rowing, Gardening, Water sports, role-playing games

Introduction: My name is Fredrick Kertzmann, I am a gleaming, encouraging, inexpensive, thankful, tender, quaint, precious person who loves writing and wants to share my knowledge and understanding with you.