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The top three schemes were from Quant Mutual Fund. Quant Small Cap Fund, Quant ELSS Tax Saver Fund, and Quant Mid Cap Fund gave 37.86%, 31.67%, and 31.66% returns, respectively, in the last five years. This small cap fund gave 31.37% return in the last five years.
Which mutual fund gives the highest return in 5 years? ›There were around 185 equity mutual funds that completed five years. Top five schemes in the list were from the small cap category. Bank of India Small Cap Fund, the topper in the list, gave around 30.50% return rolled on a daily basis in the last five years.
Which mutual fund has the best return for 3 years? ›Quant Small Cap Fund(G) tops the chart with over 39% returns followed by Quant Mid Cap Fund(G), Nippon India Small Cap Fund(G), Quant Flexi Cap Fund(G) and Motilal Oswal Midcap Fund-Reg(G) in the same pecking order. 1.
Which type of equity mutual fund gives highest return? ›The recent performance surge has lifted the category scorecard of healthcare funds, with an average return of 59% over a one-year period, a compounded annual growth rate (CAGR) of 18% over a three-year period, and 23% CAGR over a five-year period. This is as per the latest data from Value Research.
What if I invest $1,000 a month in mutual funds for 20 years? ›If you invest Rs 1000 for 20 years , if we assume 12 % return , you would get Approx Rs 9.2 lakhs. Invested amount Rs 2.4 Lakh.
What is a good return on investment in 5 years? ›Period (start-of-year to end-of-2023) | Average annual S&P 500 return |
---|---|
5 years (2019-2023) | 15.36% |
10 years (2014-2023) | 11.02% |
15 years (2009-2023) | 12.63% |
20 years (2004-2023) | 9.00% |
Ticker | Name | 5-year return (%) |
---|---|---|
GQEPX | GQG Partners US Select Quality Eq Inv | 19.33 |
FGRTX | Fidelity Mega Cap Stock | 17.23 |
SSAQX | State Street US Core Equity Fund | 16.89 |
FGLGX | Fidelity Series Large Cap Stock | 16.88 |
Name of the fund | 5-year returns (in %) | 10-year returns (in %) |
---|---|---|
Nippon India Large Cap Fund | 96.83 | 168.79 |
Canara Robeco Bluechip Equity Fund | 70.27 | 149.94 |
ICICI Prudential Bluechip Fund | 83.46 | 154.84 |
Source: AMFI (As of June 04, 2024) |
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. And I look for mutual funds that have long track records that have outperformed the S&P.
Which mutual fund gives 40% return? ›Large Cap funds | 1-year-return (%) |
---|---|
ICICI Prudential Bluechip Fund | 41.80 |
Invesco India Largecap Fund | 41.60 |
ITI Large Cap Fund | 41.47 |
Baroda BNP Paribas Large Cap Fund | 41.31 |
Nippon India Small Cap Fund Direct Growth
Fund Performance: The Nippon India Small Cap Fund has given 30.36% annualized returns in the past three years and 30.37% in the last 5 years. The Nippon India Small Cap Fund comes under the Equity category of Nippon India Mutual Funds.
S.No. | Mutual Fund House |
---|---|
1. | SBI Mutual Fund |
2. | ICICI Prudential Mutual Fund |
3. | HDFC Mutual Fund |
4. | Aditya Birla Sun Life Mutual Fund |
Ticker | Name | 5-year return (%) |
---|---|---|
MAEIX | MoA Equity Index Fund | 13.40% |
BSPSX | iShares S&P 500 Index Service | 13.33% |
VLACX | Vanguard Large Cap Index Investor | 13.30% |
GRMSX | Nationwide S&P 500 Index Svc | 12.92% |
As you know there are no fixed returns in mutual funds but you can expect around 8% - 10% in Debt hybrid funds, around 10% - 12% in equity hybrid funds and 12%-15% in equity funds if you have a long-term horizon.
What does 30 return on investment mean? ›What does 30% ROI mean? An ROI (return on investment) of 30% means that the profit or gain from an investment is 30%. For example, if the investment cost is $100, the return from investment is $130 - a profit of $30.
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