Which mutual fund is performing well now? (2024)

Which mutual fund is performing well now?

If you plan to invest to meet a long-term need and can handle a fair amount of risk and volatility, a long-term capital appreciation fund may be a good choice. These funds typically hold a high percentage of their assets in common stocks and are, therefore, considered to be risky in nature.

What are the best mutual funds right now?

9 Best Mutual Funds to Buy Now
Mutual FundAssetsFees
Vanguard 500 Index Fund Admiral Shares (VFIAX)$457 billion0.04%
American Funds Growth Fund of America (AGTHX)$252 billion0.63%
Fidelity Select Technology Portfolio (FSPTX)$13 billion0.70%
JPMorgan Equity Premium Income Fund (JEPAX)$6 billion0.85%
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3 days ago

Which mutual fund has the best performance?

Best-performing U.S. equity mutual funds
TickerName5-year return (%)
PBFDXPayson Total Return16.30%
SSAQXState Street US Core Equity Fund16.20%
CORRXColumbia Contrarian Core Adv15.89%
FGRTXFidelity Mega Cap Stock15.73%
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Jan 31, 2024

Which type of mutual fund is best?

If you plan to invest to meet a long-term need and can handle a fair amount of risk and volatility, a long-term capital appreciation fund may be a good choice. These funds typically hold a high percentage of their assets in common stocks and are, therefore, considered to be risky in nature.

Which mutual fund is best in 2023?

Top 5 large cap mutual funds with highest returns
Top large cap mutual fundsAnnual Returns 2023
Bank of India Bluechip Fund27.05%
HDFC Top 100 Fund26.61%
JM Large Cap Fund26.16%
Invesco India Large Cap Fund24.45%
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Jan 3, 2024

What are the best performing funds in 2023?

What were the top-performing funds? Top of the list by some margin was the JP Morgan Emerging Europe, Middle East & Africa investment trust, with a one-year return of almost 50%. The Amundi Semiconductor ETF comfortably took second place with a one-year return of 43%, well ahead of the iShares Poland ETF at 35%.

Is it best to invest in mutual funds now?

It is never a bad time to contemplate prospects of savings and investments; it applies to mutual funds too. One should always try using a Systematic Investment Plan (SIP) facility. Rupee cost averaging through SIPs works well for seasoned investors.

What is the number one mutual fund?

Summary: Best Mutual Funds
CompanyExpense RatioDividend Yield
Vanguard International Growth Fund (VWIGX)0.42%1.03%
Schwab Fundamental International Small Company Index Fund (SFILX)0.39%3.20%
Victory Nasdaq-100 Index Fund (USNQX)0.45%0.55%
Vanguard Long-Term Investment-Grade Fund Investor Shares (VWESX)0.21%4.63%
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Feb 1, 2024

Which mutual fund is best for next 5 years?

Best SIP Plans for 5 Years to invest (Hybrid)
FundAUM (In Crs)5 Yr Return (%)
HDFC Balanced Advantage Fund Direct Plan Growth Option₹73349 Cr20.06 %
Edelweiss Aggressive Hybrid Direct Plan Growth Option₹1170 Cr18.64 %
UTI Aggressive Hybrid Fund-Growth - Direct₹5215 Cr16.75 %
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Which mutual fund gives highest return in 1 year?

Over the 3 years, returns from funds vary from 27.62 per cent to 50 per cent. Bandhan Small Cap Fund showed consistently strong performance across all time frames, with the highest one-year return of 73.16 per cent and a decent 3-year return of 34.72 per cent.

What is the best mutual fund for the last 10 years?

No. 1 on the list is the ProFunds Semiconductor UltraSector Fund, which yielded 29.21% over the past decade. In second place is the Direxion Monthly NASDAQ-100 Bull 1.75X Fund, with 28.16%. And the bronze medal goes to the Rydex NASDAQ-100 2x Strategy Fund, which yielded 26.58%.

Which category of mutual fund gives highest return?

Get App / Open App
Category1Y3Y
Equity: Mid Cap Fund Equity: Mid Cap Fund45.2%23.0%
Equity: Small Cap Fund Equity: Small Cap Fund33.3%20.5%
Equity: ELSS31.1%16.7%
Equity: Sectoral/Thematic37.1%19.7%
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Which is the safest mutual fund?

List of Low Risk Risk Mutual Funds in India
Fund NameCategoryRisk
Mirae Asset Overnight FundDebtLow
Kotak Equity Arbitrage FundHybridLow
Tata Arbitrage FundHybridLow
Nippon India Arbitrage FundHybridLow
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Which fund to invest now?

Motilal Oswal Midcap Fund Direct Growth

Fund Performance: The Motilal Oswal Midcap Fund has given 33.92% annualized returns in the past three years and 27.88% in the last 5 years. The Motilal Oswal Midcap Fund comes under the Equity category of Motilal Oswal Mutual Funds.

What type of mutual funds are safest?

List of Best Low Risk Mutual Funds in India Ranked by Last 5 Year Returns
  • Quant Multi Asset Fund. ...
  • HYBRID Aggressive Hybrid. ...
  • HYBRID Multi Asset Allocation. ...
  • HYBRID Aggressive Hybrid. ...
  • Baroda BNP Paribas Aggressive Hybrid Fund. ...
  • Canara Robeco Equity Hybrid Fund. ...
  • Mirae Asset Aggressive Hybrid Fund. ...
  • Edelweiss Balanced Advantage Fund.

Which mutual fund is best to invest in 2024?

Equity Mutual Funds: Top 10 performers in 2024 so far
  • Quant Mid Cap Fund. 12.49%
  • Quant Small Cap Fund. 11.38%
  • Quant Large & Mid Cap Fund. 10.19%
  • Quant Large Cap Fund. 9.95%
  • ITI Mid Cap Fund. 9.49%
  • Kotak Multicap Fund. 9.45%
  • Quant Focused Fund. 9.34%
  • SBI Long Term Equity Fund. 9.31%
2 days ago

Which company gives highest return in 2023?

Stock nameReturns in 2023
NTPC87%
Oil India79%
IOC70%
HPCL70%
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Jan 2, 2024

Which is the best mutual fund to invest for 1 year?

Parag Parikh Flexi Cap Fund Direct-Growth

With an AUM of ₹29,953.06 Crore, the fund has a 1.6% expense ratio and has delivered annualized returns of 0.04% (1 year), 13.80% (3 years), and 34.60% (5 years). Investors seeking long-term gains may consider this flexi-cap equity fund.

What is the best growth and income fund for 2023?

Among 2023′s best-performing funds: Baron Fifth Avenue Growth BFTIX, up 57.9%, and Fidelity Blue Chip Growth ETF FBCG, up 57.2%. Gains in both funds were fueled by the massive rally in Nvidia NVDA, which surged 230% this year.

What mutual funds is Dave Ramsey invested 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.

What is the best growth and income mutual fund?

The Best Retirement Income Funds of February 2024
FundExpense Ratio
T. Rowe Price Dividend Growth Fund (PRDGX)0.64%
Schwab International Index Fund (SWISX)0.06%
Vanguard Long-Term Tax-Exempt Fund (VWLTX)0.17%
BBH Limited Duration Fund (BBBMX)0.35%
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Feb 1, 2024

Should I buy mutual funds now or wait?

According to experts, you should think about buying mutual funds when their NAV (Net Asset Value) is lower than their unit price. This will assist you to maximise your returns. Additionally, you should think about investing when the markets are at their lowest point.

What are the dark side of mutual funds?

Mutual funds come with many advantages, such as advanced portfolio management, dividend reinvestment, risk reduction, convenience, and fair pricing. Disadvantages include high fees, tax inefficiency, poor trade execution, and the potential for management abuses.

What is the oldest best performing mutual fund?

Performance List of oldest mutual funds in India:
Fund NameCategory AverageDate Of Inception
Franklin India Prima Fund (G)20.31%1/12/93
Tata Large & Mid Cap Fund (G)18.92%31/3/03
SBI Magnum Equity ESG Fund16.22%1/1/91
SBI Large & Mid Cap Fund (D)18.92%31/3/97
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Aug 21, 2023

Which mutual fund gives 20 percent return?

Two schemes from SBI Mutual Fund, Kotak Mutual Fund, and HDFC Mutual Fund offered over 20% during the same time period. Note, the above exercise is not a recommendation.

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