Which fund is best for long term? (2024)

Which fund is best for long term?

The mutual fund category most often providing the highest return is small-cap funds. Read on to know the current risks associated. A small-cap mutual fund is by default, most often, the category with the highest returns, especially this year with a massive 51.8 per cent return.

Which mutual fund is best for next 10 years?

  • Aditya Birla Sun Life Corporate Bond Fund. ...
  • Quant Large And Mid Cap Fund. ...
  • Tata Digital India Fund. ...
  • Edelweiss Large Cap Fund. ...
  • Kotak Bluechip Fund. ...
  • SBI-Focused Equity Fund. ...
  • UTI Flexi Cap Fund. ...
  • Axis Focused 25 Fund. Axis Focused 25 Fund, a Focused mutual fund scheme from Axis Mutual Fund.
Feb 20, 2024

Which fund gives highest return?

The mutual fund category most often providing the highest return is small-cap funds. Read on to know the current risks associated. A small-cap mutual fund is by default, most often, the category with the highest returns, especially this year with a massive 51.8 per cent return.

Which index fund is best for long term?

While the list is not exhaustive, we have tried to include a variety of funds in terms of indices tracked and mimicked.
  • Motilal Oswal Nasdaq 100 FOF Scheme.
  • Bandhan Nifty 50 Index Fund.
  • UTI Nifty 50 Index Fund.
  • ICICI Prudential Nifty 50 Index Fund.
  • Nippon India Index S&P BSE Sensex.

Which mutual fund is safest for long term?

List of Best Low Risk Mutual Funds in India Ranked by Last 5 Year Returns
  • Kotak Debt Hybrid Fund. ...
  • Motilal Oswal Balance Advantage Fund. ...
  • Axis Multi Asset Allocation Fund. ...
  • Bandhan Balanced Advantage Fund. ...
  • ICICI Prudential Income Optimizer Fund (FOF) ...
  • DSP Dynamic Asset Allocation Fund. ...
  • ICICI Prudential Regular Savings Fund.

Which is better for long term stock or mutual fund?

Mutual funds or stocks—which one offers more security? Mutual funds typically offer more security compared to individual stocks because they spread investments across various assets, reducing the impact of market fluctuations. However, the level of security depends on the specific mutual fund or stock chosen.

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.

What is the highest paying mutual fund?

Top dividend mutual funds
  • Vanguard Dividend Appreciation Index Admiral Shares (VDADX)
  • T. Rowe Price Dividend Growth Fund (PRDGX)
  • Vanguard Dividend Growth Investor Shares (VDIGX)
  • Vanguard High Dividend Yield Index Admiral Shares (VHYAX)
  • Vanguard Equity-Income Investor Shares (VEIPX)
Dec 12, 2023

Which funds to invest in 2024?

Top 10 most-popular investment funds in January 2024
RankFundRanking change since previous month
2Vanguard LifeStrategy 80% EquityUp one
3Fundsmith EquityUp one
4Jupiter India I AccUp one
5Royal London Short Term Money MktDown four
6 more rows
Feb 1, 2024

Which mutual fund gives 20 percent return?

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.

What are the top 5 performing mutual funds?

Top Mutual Funds
SymbolNameYTD Return
BIPSXProFunds Biotechnology UltraSector Svc13.90%
SSSIXSouthernSun Small Cap, I1.35%
SSSFXSouthernSun Small Cap, N1.36%
LSHCXKinetics Spin-Off and Corp Rest Adv C0.60%
21 more rows

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.

Do index funds double every 7 years?

According to Standard and Poor's, the average annualized return of the S&P index, which later became the S&P 500, from 1926 to 2020 was 10%. 1 At 10%, you could double your initial investment every seven years (72 divided by 10).

How long should you keep your money in an index fund?

Ideally, you should stay invested in equity index funds for the long run, i.e., at least 7 years. That is because investing in any equity instrument for the short-term is fraught with risks. And as we saw, the chances of getting positive returns improve when you give time to your investments.

Which S&P 500 is best for long term?

Top S&P 500 index funds in 2024
Fund (ticker)5-year annual returnsExpense ratio
iShares Core S&P 500 ETF (IVV)15.2%0.03%
Schwab S&P 500 Index (SWPPX)15.2%0.02%
Vanguard 500 Index Fund (VFIAX)15.2%0.04%
Fidelity 500 index fund (FXAIX)15.2%0.015%
4 more rows
5 days ago

Which is the rank 1 mutual fund?

1) SBI Mutual Fund.

Which mutual fund is best for next 5 years?

Here's the list of top 10 best mutual funds to invest in 2024:
  • 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.
  • ICICI Prudential Short Term Fund.
  • LIC MF Gold ETF FoF.
Feb 5, 2024

Which fund has lowest risk?

List of Low Risk Risk Mutual Funds in India
Fund NameCategoryRisk
Axis Overnight FundDebtLow
Mirae Asset Overnight FundDebtLow
Kotak Equity Arbitrage FundHybridLow
Nippon India Arbitrage FundHybridLow
7 more rows

Is it good to hold mutual funds for long term?

Long-term investment in mutual fund

A long-term investment can help tackle market volatility and create wealth for various long-term goals. Long term investment in mutual fund allows you to reinvest your earnings, dividends, or interest back into the investment, and increase the potential for growth exponentially.

What is better than a mutual fund?

ETFs can reflect the new market reality faster than mutual funds can. Investors in ETFs and mutual funds are taxed based on the gains and losses incurred within the portfolios. 2 ETFs engage in less internal trading, and less trading creates fewer taxable events.

Are long term mutual funds risky?

They're prone to market risk

Some of the examples of market risk that mutual funds suffer from are as follows - economic developments, geopolitical scenarios, government policies and legal framework, investor sentiment, interest-rate movements, and unexpected large-scale events.

How much is $500 a month invested for 10 years?

What happens when you invest $500 a month
Rate of return10 years30 years
4%$72,000$336,500
6%$79,000$474,300
8%$86,900$679,700
10%$95,600$987,000
Nov 15, 2023

How long should I leave my money in a mutual fund?

Investors should not make hasty decisions based on short-term fluctuations in performance but should re-evaluate their investments if a fund consistently underperforms its benchmark over a period of 2-3 years.

How much should I invest a month to become a millionaire in 10 years?

Now, let's consider how our calculations change if the time horizon is 10 years. If you are starting from scratch, you will need to invest about $4,757 at the end of every month for 10 years. Suppose you already have $100,000. Then you will only need $3,390 at the end of every month to become a millionaire in 10 years.

Has anyone gotten rich from mutual funds?

Therefore, an investor can also become susceptible to making wrong investment decisions in his eagerness to make a lot of money quickly. So, can a person become rich by investing in mutual funds? Yes, it is possible!

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