Which 5 star mutual funds have 10 year performance? (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 10 year performing mutual fund?

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 mutual fund has the highest return in 10 years?

Highest Return Mutual Funds in Last 10 Years
Fund Name5 Years Return10 Years Return
DSP India T I G E R Fund (G)25.7%21.0%
Quant Small Cap Fund (G)37.0%20.6%
Parag Parikh Flexi Cap fund (G)23.3%20.5%
ICICI Prudential Infrastructure Fund (G)27.6%20.5%
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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 mutual fund has highest return in last 5 years?

Highest Return Mutual Funds in Last 5 Years
Fund Name3 Years Return5 Years Return
Quant Active Fund (G)31.0%29.1%
Invesco India PSU Equity Fund (G)38.9%28.3%
ICICI Prudential Infrastructure Fund (G)40.6%28.0%
Kotak Small Cap fund (G)27.5%27.9%
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Which mutual fund is best to invest in 2023?

Top 5 small cap mutual funds with highest returns
Top small cap mutual fundsAnnual Returns 2023
Mahindra Manulife Small Cap Fund53.22%
Bandhan Small Cap Fund49.48%
Franklin India Smaller Companies Fund49.44%
ITI Small Cap Fund48.54%
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Jan 3, 2024

Which mutual fund is best for long term in 2023?

Mutual funds1-year return (%)
Nippon India Value Fund42.38
Aditya Birla Sun Life Pure Value Fund43.02
Axis Value Fund40.16
SBI Long Term Equity Fund40.00
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Jan 1, 2024

What is the best investment over 10 years?

The 10 best long-term investments
  • Bond funds.
  • Dividend stocks.
  • Value stocks.
  • Target-date funds.
  • Real estate.
  • Small-cap stocks.
  • Robo-advisor portfolio.
  • Roth IRA.

What if I Invest $1,000 in mutual funds for 10 years?

(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.

Which mutual fund is best for 2024?

Here's the list of top 10 best mutual funds to invest in 2024:
  • 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.
5 days ago

Which mutual funds give 30% return?

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.

Which mutual fund is safe and highest return?

  • SBI PSU Direct Plan-Growth. ...
  • Quant Mid Cap Fund Direct-Growth. ...
  • Invesco India PSU Equity Fund Direct-Growth. ...
  • ICICI Prudential Infrastructure Direct-Growth. ...
  • Nippon India Small Cap Fund Direct- Growth. ...
  • ICICI Prudential BHARAT 22 FOF Direct - Growth. ...
  • HSBC Small Cap Fund Direct-Growth.

What are the most successful funds in 2023?

2023 Performance Largest Active U.S. Stock Funds

Among actively managed U.S. stock funds, the best performer was Fidelity Contrafund FCNKX. With a nearly 12% stake in Meta (up 194% in 2023), the large-growth strategy gained nearly 40% in 2023.

Which is the most safest mutual fund?

List of Low Risk Risk Mutual Funds in India
Fund NameCategoryRisk
Axis Overnight FundDebtLow
Kotak Equity Arbitrage FundHybridLow
Tata Arbitrage FundHybridLow
Nippon India Arbitrage FundHybridLow
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What are the top three mutual funds?

Below, we share with you three balanced mutual funds, viz. Dodge & Cox Balanced Fund DODBX, State Farm Balanced Fund STFBX and Fidelity Advisor Balanced Fund FAIGX. Each has a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future.

Which is the best mutual fund for 5 years?

Best SIP Plans for 5 Years to invest (Debt)
FundAUM (In Crs)Expense Ratio
ICICI Prudential All Seasons Bond Fund Direct Plan Growth₹11680 Cr0.56 %
Aditya Birla Sun Life Dynamic Bond Fund Direct Plan Growth₹1708 Cr0.64 %
ICICI Prudential Corporate Bond Fund Direct Plan Growth₹23775 Cr0.32 %
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Which mutual fund gives 20 percent return?

ICICI Prudential Value Discovery Fund, a flagship value scheme from ICICI Prudential Mutual Fund, gave 20.05% in the 10-year horizon. Two largest schemes from the large & mid cap category, Mirae Asset Emerging Bluechip and Canara Robeco Emerging Equities Fund, gave 24.62% and 22.94% respectively.

How to invest in mutual funds for 10 years?

Best SIP to Invest for 10 Years. The Systematic Investment Plan or SIP allows you to choose a mutual fund^^ The fixed amount can start from INR 500 and the intervals can be yearly, half-yearly, quarterly, or monthly. SIPs provide investors with an upper hand over the market dynamics for long-term wealth creation.

Which mutual fund is best for long term?

Equity funds are the best mutual funds to invest in for the long term. Opt for a growth mutual fund option to easily reach your long-term goals, as the fund's returns will compound over time.

How many years is best to invest in mutual funds?

Typically, the ideal holding period for an equity mutual fund is considered anywhere between a minimum of 3-5 years. But data shows that only investments in 3% of the units continued for more than 5 years. “The rule of thumb is five years.

What are the top 10 mutual funds?

Summary: Best Mutual Funds
CompanyExpense RatioDividend Yield
Vanguard Mid-Cap Value Index Fund (VMVAX)0.07%2.31%
The Hartford Short Duration Fund (HSDIX)0.49%3.40%
Vanguard International Growth Fund (VWIGX)0.42%1.03%
Schwab Fundamental International Small Company Index Fund (SFILX)0.39%3.20%
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Feb 1, 2024

Which mutual fund is safest for long term?

List of Best Low Risk Mutual Funds in India Ranked by Last 5 Year Returns
  • 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.

Which mutual fund is best for next 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

Which mutual fund gives highest return for short term?

Frequently Asked Questions
Fund NameFund Category5 Year Return (Annualized)
Axis Short Term FundDebt7.46 % p.a.
ICICI Prudential Short Term FundDebt7.99 % p.a.
Aditya Birla Sun Life Short Term FundDebt7.69 % p.a.
SBI Short Term Debt FundDebt6.97 % p.a.
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What is the safest investment with the highest return?

Safe investments with high returns: 9 strategies to boost your...
  • High-yield savings accounts.
  • Certificates of deposit (CDs) and share certificates.
  • Money market accounts.
  • Treasury securities.
  • Series I bonds.
  • Municipal bonds.
  • Corporate bonds.
  • Money market funds.
Dec 4, 2023

References

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