FAQs
Quant Infrastructure Fund gave the highest return of around 35.68% in the last five years. UTI Infrastructure Fund gave the lowest return of 20.04% in the period.
What is a good CAGR for mutual funds? ›
In this case, the initial investment was Rs 10,000 and the final value is Rs 15,000 after five years. So, the CAGR for this Mutual Fund investment is approximately 24.46%. This means that on average, your investment grew by 24.46% annually over the five-year period, taking into account, compounding.
What are the top 5 performing mutual funds? ›
5 Best Mutual Funds to Buy Now
| Mutual Fund | Assets Under Management | Expense Ratio |
|---|
| Vanguard Total Stock Market Index Fund (VTSAX) | $1.6 trillion | 0.04% |
| Fidelity 500 Index (FXAIX) | $512.4 billion | 0.015% |
| Fidelity ZERO International Index (FZILX) | $4 billion | 0% |
| American Funds Bond Fund of America (ABNDX) | $82.6 billion | 0.62% |
1 more rowList of Long Duration Duration Mutual Funds in India
| Fund Name | Category | Risk |
|---|
| Tata Small Cap Fund | Equity | Very High |
| SBI Long Term Equity Fund | Equity | Very High |
| Bandhan Tax Advantage (ELSS) Fund | Equity | Very High |
| Motilal Oswal Large and Midcap Fund | Equity | Moderately High |
12 more rowsThe Top Mutual Funds For Lump-sum Investment based on 5-year CAGR are ICICI Pru Overnight Fund, Quant Small Cap Fund, Nippon India Small Cap Fund, Canara Rob Small Cap Fund, and Axis Small Cap Fund. Can I Invest In Mutual Funds For Lumpsum? Yes, you can invest in mutual funds through lump sum investments.
What mutual fund has the highest 10 year return? ›
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 gives 20 percent return? ›
Service Industry Funds
The services industry funds gave an average return of around 20.50% in the last five years. There were two funds in the category — Sundaram Services Fund and ICICI Pru Exports & Services Fund — which gave 21.38% and 19.62% returns, respectively.
Is a CAGR of 20% good? ›
CAGR is used to forecast the growth potential of a company. For a Company with a track record of over five years, you may consider a CAGR of 10%-20% to be good for sales.
Is 15% CAGR good? ›
A CAGR in sales of 5-12 per cent is suitable for large-cap companies. Similarly, for small businesses, a CAGR of 15% to 30% is satisfactory. Furthermore, a company's CAGR must be consistent over time. As a result, a promising CAGR does not always imply the highest CAGR; it can also mean stable and constant growth.
Which is the rank 1 mutual fund? ›
Top Mutual Fund Houses in India
| 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 |
6 more rows3 days ago
These seven low-risk but potentially high-return investment options can get the job done:
- Money market funds.
- Dividend stocks.
- Bank certificates of deposit.
- Annuities.
- Bond funds.
- High-yield savings accounts.
- 60/40 mix of stocks and bonds.
Money market mutual funds = lowest returns, lowest risk
They are considered one of the safest investments you can make. Money market funds are used by investors who want to protect their retirement savings but still earn some interest — often between 1% and 3% a year. (Learn more about money market funds.)
What is the sip of $50,000 per month for 5 years? ›
How much is Rs.50,000 per month SIP for 5 years? If you invest Rs. 50,000 per month in a SIP for 5 years, the total investment would amount to Rs. 30 lakhs. Assuming an average annual return of 12%, the estimated corpus at the end of 5 years would be approximately Rs. 40.6 lakhs.
What if I invest $5,000 in mutual funds for 5 years? ›
If you invest Rs. 5,000 per month through SIP for 5 years, assuming 12% return. The estimate total returns will be Rs. 1,12,432 and the estimate future value of your investment will be Rs. 4,12,431.
Which mutual fund has given the highest return in the last 5 years? ›
What are the Top Performing Mutual Funds In Last 5 Years? Based on the 5-year CAGR, The top-performing mutual funds in the last 5 years include the ICICI Pru Overnight Fund, Quant Small Cap Fund, Quant Infrastructure Fund, Quant Mid Cap Fund, and Quant ELSS Tax Saver Fund.
Which stock has highest return in last 5 years? ›
Introduction To Highest Return Stocks Last 5 Years India
- Diamond Power Infrastructure Ltd. ...
- Authum Investment & Infrastructure Ltd. ...
- Waaree Renewables Technologies Ltd. ...
- Patanjali Foods Ltd. ...
- Dolphin Offshore Ltd. ...
- Dolphin Offshore Enterprises Ltd. ...
- Praveg Ltd. ...
- National Standard Ltd.
Expert Trading Guidance
| Category | 1Y | 2Y |
|---|
| Equity: Focused Fund Equity: Focused Fund | 34.7% | 28.4% |
| Equity: Dividend Yield Fund Equity: Dividend Yield Fund | 49.5% | 38.4% |
| Equity: Contra Fund Equity: Contra Fund | 50.6% | 40.2% |
| Hybrid: Aggressive Hybrid Fund Hybrid: Aggressive Hybrid Fund | 25.9% | 23.4% |
29 more rowsHighest Return Mutual Funds in Last 5 Years
| Fund Name | 3 Years Return | 5 Years Return |
|---|
| Quant Flexi Cap Fund (G) | 28.0% | 33.2% |
| Quant Active Fund (G) | 26.2% | 31.4% |
| Invesco India PSU Equity Fund (G) | 41.8% | 31.0% |
| Motilal Oswal Midcap fund (G) | 38.7% | 30.4% |
16 more rows