Which mutual fund gives highest return in 1 year?
AMFI data shows 24 small-cap funds, collectively boasting an average return of 51.81 per cent over one year and 35.3 per cent over three years. The 1-year returns of funds range from 29.50 per cent to a whopping 73.16 per cent. Over the 3 years, returns from funds vary from 27.62 per cent to 50 per cent.
- Nippon India Growth Fund. 52.41%
- HDFC Mid-Cap Opportunities Fund. 52.16%
- Sundaram Small Cap Fund. 51.70%
- HDFC Small Cap Fund. 51.24%
- WOC Mid Cap Fund. 51.21%
- Invesco India Focused Fund. 50.73%
- Mahindra Manulife Multi Cap Fund. 50.73%
- HSBC Small Cap Fund. 50.04%
Ticker | Name | 5-year return (%) |
---|---|---|
AMAGX | Amana Growth Investor | 17.62% |
APGYX | AB Large Cap Growth Advisor | 17.00% |
PBFDX | Payson Total Return | 16.58% |
CFGRX | Commerce Growth | 16.48% |
AMFI data shows 24 small-cap funds, collectively boasting an average return of 51.81 per cent over one year and 35.3 per cent over three years. The 1-year returns of funds range from 29.50 per cent to a whopping 73.16 per cent. Over the 3 years, returns from funds vary from 27.62 per cent to 50 per cent.
The top-performing flexi cap mutual funds include Quant Flexi Cap, JM Flexicap and Parag Parikh Flexi Cap Fund, which have given more than 20% annualised returns in the past five years.
General ROI: A positive ROI is generally considered good, with a normal ROI of 5-7% often seen as a reasonable expectation. However, a strong general ROI is something greater than 10%. Return on Stocks: On average, a ROI of 7% after inflation is often considered good, based on the historical returns of the market.
Mutual Fund | Assets | Minimum Investment |
---|---|---|
Vanguard 500 Index Fund Admiral Shares (VFIAX) | $457 billion | $3,000 |
American Funds Growth Fund of America (AGTHX) | $252 billion | $250 |
Fidelity Select Technology Portfolio (FSPTX) | $13 billion | None |
JPMorgan Equity Premium Income Fund (JEPAX) | $6 billion | $1,000 |
Scheme | Current value of Rs 10,000 monthly SIP (Rs) | XIRR(%) |
---|---|---|
Nippon India Small Cap Fund | 14,76,067.92 | 37.47% |
Quant Mid Cap Fund | 13,77,130.72 | 34.45% |
Bank of India Small Cap Fund | 13,76,835.28 | 34.44% |
Quant ELSS Tax Saver Fund | 13,64,424.96 | 34.05% |
Investors with an investment horizon of at least one year: Short-duration funds are usually recommended for investors who are willing to stay invested for at least one year; in fact, a horizon of 1-3 years may be better to get the best returns.
What happens if I withdraw my mutual funds after 1 year?
If you redeem after one year, you must pay long-term capital gains tax at 10% on the gains exceeding Rs. 1 lakh in a financial year.
Money Market Funds
These money market funds typically invest in money market instruments with maturity up to 1 year. Most money market are very liquid and are low on risk. Hence there is no credit risk unlike duration funds that have some credit risk.
Around 27 equity mutual funds have offered more than 15% in three, five, seven, and 10 year horizons on lumpsum investments, revealed an analysis of performance of around 144 equity mutual fund schemes that have completed 10 years of existence.
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.
- UTI CCF- Investment Plan(G) VRO Rating. ...
- LIC MF Nifty 50 Index Fund(G) VRO Rating. ...
- Tata Quant Fund-Reg(G) ...
- SBI Retirement Benefit Fund-Aggressive Plan-Reg(G) ...
- ICICI Pru US Bluechip Equity Fund(G) ...
- Baroda BNP Paribas Multi Asset Fund-Reg(G) ...
- SBI Magnum Equity ESG Fund-Reg(G) ...
- HSBC Aggressive Hybrid Fund-Reg(G)
A good return on investment is generally considered to be around 7% per year, based on the average historic return of the S&P 500 index, adjusted for inflation. The average return of the U.S. stock market is around 10% per year, adjusted for inflation, dating back to the late 1920s.
The truth is that most investors won't have the money to generate $1,000 per month in dividends; not at first, anyway. Even if you find a market-beating series of investments that average 3% annual yield, you would still need $400,000 in up-front capital to hit your targets. And that's okay.
Imagine you wish to amass $3000 monthly from your investments, amounting to $36,000 annually. If you park your funds in a savings account offering a 2% annual interest rate, you'd need to inject roughly $1.8 million into the account.
- U.S. Treasury Bills, Notes and Bonds. Risk level: Very low. ...
- Series I Savings Bonds. Risk level: Very low. ...
- Treasury Inflation-Protected Securities (TIPS) Risk level: Very low. ...
- Fixed Annuities. ...
- High-Yield Savings Accounts. ...
- Certificates of Deposit (CDs) ...
- Money Market Mutual Funds. ...
- Investment-Grade Corporate Bonds.
The best places to save money include high-yield savings accounts, high-yield checking accounts, CDs, money market accounts, treasury bills and savings bonds.
Where to invest $50 000 for 1 year?
Where can I invest $50000 in the short-term? You should invest $50000 in a high-yield savings account or a CD at an online bank. My favorite high-yield savings account is CIT, which is currently offering some of the best interest rates out there of 5% or higher..
- Stocks.
- Real Estate.
- Private Credit.
- Junk Bonds.
- Index Funds.
- Buying a Business.
- High-End Art or Other Collectables.
Overview: A high-yield savings account at a bank or credit union is a good alternative to holding cash in a checking account, which typically pays very little interest on your deposit. The bank will pay interest in a savings account on a regular basis.
- 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.
- Stock prices over shorter time periods are more volatile than stock prices over longer time periods.
STSEX | Blackrock Exchange Portfolio | $1,836.46 |
---|---|---|
PRDGX | T. Rowe Price Dividend Growth Fund | $66.00 |
VWESX | Vanguard Long-Term Investment-Grade Fund | $7.93 |