Which mutual fund has the highest return in 2024? (2024)

Which mutual fund has the highest return in 2024?

Artemis Income, Liontrust UK Growth and iShares Corporate Bond Index are the latest funds to become the most recommended by best-buy lists in 2024.

What is the best mutual fund to invest in in 2024?

Best Blend Funds
FundSymbol10-year average annual return
GMO Quality IVGQEFX13.48
Pear Tree Quality OrdinaryUSBOX12.82
Goldman Sachs Flexible Cap InstitutionalGILLX12.47
T. Rowe Price U.S. Equity ResearchPRCOX12.39
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Mar 22, 2024

Which fund to invest in 2024?

Artemis Income, Liontrust UK Growth and iShares Corporate Bond Index are the latest funds to become the most recommended by best-buy lists in 2024.

What mutual fund has the highest return?

Summary: Best Mutual Funds
Fund (ticker)10-Year Avg. Ann. Return
Shelton Nasdaq-100 Index Investor Fund (NASDX)18.21%
Schwab Fundamental US Large Company Index Fund (SFLNX)11.71%
Fidelity Intermediate Municipal Income Fund (FLTMX)2.28%
Dodge & Cox Income (DODIX)2.52%
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Apr 1, 2024

Which mutual fund gives highest return in future?

List of High Risk & High Returns in India Ranked by Last 5 Year Returns
  • Mirae Asset Midcap Fund. EQUITY Mid Cap. ...
  • Kotak Emerging Equity Fund. EQUITY Mid Cap. ...
  • PGIM India Midcap Opportunities Fund. EQUITY Mid Cap. ...
  • Nippon India Small Cap Fund. ...
  • Nippon India Growth Fund. ...
  • Kotak Small Cap Fund. ...
  • HDFC Small Cap Fund. ...
  • Edelweiss Mid Cap Fund.

Which mutual fund is best for next 5 years?

Best SIP Plans for 5 Years to invest (Debt)
FundAUM (In Crs)5 Yr Return (%)
ICICI Prudential All Seasons Bond Fund Direct Plan Growth₹11883 Cr8.36 %
SBI Dynamic Bond Fund Direct Growth₹3070 Cr8.01 %
Kotak Dynamic Bond Direct Growth₹2544 Cr7.68 %
Bandhan Dynamic Bond Fund - Direct Plan - Growth₹2337 Cr7.68 %
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Which mutual fund to invest for next 5 years?

Quant Small Cap Fund Direct Plan-Growth is ideal for an investor looking for a medium to short-run investment. For example, an investor may expect a growth rate of 67.91% in 3 years under Quant Small Cap Fund Direct Plan-Growth. 5-years growth rate of the fund is 22.49%.

What Vanguard funds to invest in 2024?

The Best Vanguard Mutual Funds Of April 2024
FundExpense Ratio
Vanguard High-Yield Corporate Fund (VWEAX)0.13%
Vanguard High-Yield Tax-Exempt Fund (VWALX)0.09%
Vanguard Explorer Fund (VEXRX)0.34%
Vanguard Wellington Fund (VWELX)0.26%
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Apr 3, 2024

What is the safest investment with the highest return?

Here are the best low-risk investments in April 2024:
  • High-yield savings accounts.
  • Money market funds.
  • Short-term certificates of deposit.
  • Series I savings bonds.
  • Treasury bills, notes, bonds and TIPS.
  • Corporate bonds.
  • Dividend-paying stocks.
  • Preferred stocks.
Apr 1, 2024

What are the undervalued funds in 2024?

For April 2024, the most undervalued stocks—those with the lowest price-to-earnings (P/E) ratios for each sector—include energy transportation services company Toro Corp., condominium and homeowner insurance company American Coastal Insurance Corp., cinema advertising firm National CineMedia Inc., and citrus ...

What is the best mutual fund right now?

Top 25 Mutual Funds
RankSymbolFund Name
1VSMPXVanguard Total Stock Market Index Fund;Institutional Plus
2FXAIXFidelity 500 Index Fund
3VFIAXVanguard 500 Index Fund;Admiral
4VTSAXVanguard Total Stock Market Index Fund;Admiral
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What mutual funds does Dave Ramsey invest 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 mutual fund for retirees?

The Best Retirement Income Funds of April 2024
FundExpense Ratio
Dodge and Cox Income Fund (DODIX)0.41%
PGIM High Yield Fund (PHYZX)0.51%
T. Rowe Price Dividend Growth Fund (PRDGX)0.64%
Schwab International Index Fund (SWISX)0.06%
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Apr 2, 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.

Which mutual fund has highest return in 1 year?

Equity Mutual Funds: One-year performance
  • 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%
Feb 14, 2024

Which mutual funds give 30% return?

Quant Flexi Cap Fund, Quant Active Fund, and Quant ELSS Tax Saver Fund - a flexi cap, multi cap, and an ELSS fund from Quant Mutual Fund, offered 33.49%, 30.58%, and 34.05% respectively. HDFC Mid-Cap Opportunities Fund, the largest scheme in the mid cap category based on assets managed, offered 30.52%.

What if I invest $1,000 a month in mutual funds for 20 years?

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.

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 safest mutual fund to own?

The 3 Safest Mutual Funds to Buy Now
STSEXBlackrock Exchange Portfolio$1,836.46
PRDGXT. Rowe Price Dividend Growth Fund$66.00
VWESXVanguard Long-Term Investment-Grade Fund$7.93
Jun 5, 2023

What happens if I invest 3000 a month in SIP for 5 years?

What if I invest Rs. 3,000 a month in SIP for 5 years? If you invest Rs. 3,000 per month through SIP for 5 years, assuming 12% return. The estimate total returns will be Rs. 67,459 and the estimate future value of your investment will be Rs. 2,47,459.

Which mutual fund is safest for long term?

List of Best Low Risk Mutual Funds in India Ranked by Last 5 Year Returns
  • ICICI Prudential Income Optimizer Fund (FOF) ...
  • Quant Multi Asset Fund. ...
  • ICICI Prudential Equity & Debt Fund. ...
  • ICICI Prudential Regular Savings Fund. ...
  • Edelweiss Aggressive Hybrid Fund. ...
  • SBI Multi Asset Allocation Fund. ...
  • ICICI Prudential Multi Asset Fund.

Which mutual fund gives highest return per month?

  • Large Cap. ₹1000. 13.17% ...
  • Infrastructure. ₹1000. 25.08% 42.02% ...
  • Infrastructure. ₹100. 25.08% 42.02% ...
  • ₹1000. 21.87% 41.28% 41.28.
  • PSU. ₹500. 41.19% 46.40% ...
  • Infrastructure. ₹100. 25.08% 42.02% ...
  • Nippon India Power & Infra Fund Direct-Growth. Infrastructure. ₹100. 25.08% ...
  • Franklin Build India Direct Fund-Growth. Infrastructure. ₹500. 25.08%

Which Vanguard fund has best returns?

7 Best Vanguard Funds to Buy and Hold
Vanguard FundExpense Ratio
Vanguard High Dividend Yield ETF (VYM)0.06%
Vanguard Dividend Appreciation ETF (VIG)0.06%
Vanguard Consumer Staples ETF (VDC)0.10%
Vanguard Wellington Fund Investor Shares (VWELX)0.26%
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Apr 3, 2024

Is VOO or VTI better?

However, if you know that you'd like a bit more exposure to smaller and medium-sized companies or just want to invest in more stocks overall, VTI is your best bet. VOO, meanwhile, is the better option for investors who want to focus heavily on large cap companies.

What is the best performing Fidelity Mutual Fund?

8 Top-Performing Fidelity Funds for Retirement
Fidelity Fund10-year Annualized Return
Fidelity Nasdaq Composite Index Fund (FNCMX)15.2%
Fidelity OTC Portfolio (FOCPX)16.2%
Fidelity Blue Chip Growth Fund (FBGRX)16.6%
Fidelity Select Software and IT Services Portfolio (FSCSX)17.2%
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Mar 20, 2024

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