Which active fund is best?
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.
Ticker | Name | 5-year return (%) |
---|---|---|
PBFDX | Payson Total Return | 16.58% |
CFGRX | Commerce Growth | 16.48% |
SSAQX | State Street US Core Equity Fund | 16.45% |
BUFEX | Buffalo Large Cap | 16.16% |
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.
Mutual Fund | Assets | Minimum Investment |
---|---|---|
American Funds Growth Fund of America (AGTHX) | $252 billion | $250 |
Fidelity Select Technology Portfolio (FSPTX) | $13 billion | None |
JPMorgan Equity Premium Income Fund (JEPAX) | $6 billion | $1,000 |
Vanguard Dividend Appreciation Index Fund (VDADX) | $14 billion | $3,000 |
Citadel, which ranked second in 2023, made $8.1 billion in profits after bringing in a record-breaking $16 billion in 2022. Its $74 billion in gains since inception rank it as the most successful hedge fund in history.
- 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.
- Private credit.
- Individual stocks.
- Real estate.
- Fine art.
- Debt.
- A business.
- Private startups.
- Cryptocurrencies.
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%.
- 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.
- Quant Infrastructure Fund.
- Kotak Infrastructure and Economic Reform Fund.
- SBI Contra Plan Fund.
- Motilal Oswal Midcap Fund.
- Quant Tax Plan Fund.
- SBI Magnum Mid Cap Fund.
- Axis Small Cap Fund.
- SBI Consumption Opportunities Fund.
What is the safest mutual fund?
BlackRock Exchange Portfolio (STSEX)
Easily one of the top-rated examples of the safest mutual funds, the BlackRock Exchange Portfolio (MUTF:STSEX) seeks long-term growth of capital and consequent long-term growth of income, per its prospectus.
Average Mutual Fund Returns | ||
---|---|---|
Category | 2021 Return | 10-Year |
Intermediate-Term Bond | -1.48% | 2.95% |
Short-Term Bond | 0.05% | 1.96% |
Mean | 11.54% | 8.51% |
And, in general, ETFs tend to be more tax efficient than index mutual funds. You want niche exposure. Specific ETFs focused on particular industries or commodities can give you exposure to market niches.
Mutual fund | Assets under management |
---|---|
Vanguard 500 Index Fund Admiral Shares (VFIAX) | $851.2 billion |
Fidelity 500 Index Fund (FXAIX) | $407.6 billion |
Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) | $354.4 billion |
Fidelity Government Money Market Fund (SPAXX) | $290 billion |
- High-yield savings accounts. Overview: A high-yield online savings account pays you interest on your cash balance. ...
- Long-term certificates of deposit. ...
- Long-term corporate bond funds. ...
- Dividend stock funds. ...
- Value stock funds. ...
- Small-cap stock funds. ...
- REIT index funds.
Fund Name | Category | 1Y Returns |
---|---|---|
Kotak Infrastructure and Economic Reform Fund | Equity | 49.7% |
Tata Small Cap Fund | Equity | 41.8% |
SBI Contra Fund | Equity | 49.9% |
Bandhan Tax Advantage (ELSS) Fund | Equity | 16.8% |
Conventional wisdom holds that when you hit your 70s, you should adjust your investment portfolio so it leans heavily toward low-risk bonds and cash accounts and away from higher-risk stocks and mutual funds. That strategy still has merit, according to many financial advisors.
- Invest in stocks and stock funds.
- Consider indexed annuities.
- Leverage T-bills, bonds and savings accounts.
- Take advantage of 401(k) and IRA catch-up provisions.
- Extend your retirement age.
Treasury Bonds
Investors often gravitate toward Treasurys as a safe haven during recessions, as these are considered risk-free instruments. That's because they are backed by the U.S. government, which is deemed able to ensure that the principal and interest are repaid.
It is important to remember that there is no guaranteed way to achieve a 20% return, and attempting to achieve such a high return may result in taking on too much risk. It is essential to consult with a financial advisor and understand your risk tolerance and investment goals before making any investment decisions.
How can I invest $10,000 for quick return?
- Pay off high-interest debt. ...
- Build an emergency fund. ...
- Invest in yourself. ...
- Get your 401(k) match. ...
- Max out your IRA. ...
- Contribute to your HSA. ...
- Invest through a self-directed brokerage account. ...
- Build a CD ladder.
- Invest in your 401(k) and get the matching dollars. ...
- Use a robo-advisor. ...
- Open or contribute to an IRA. ...
- Buy commission-free ETFs. ...
- Trade stocks.
It has given 25.96 % annualised returns in ten years. The calculator shows that a monthly SIP of ₹10,000 in this fund could have grown to approx. ₹57,53,702 in ten years. The mutual fund calculator shows how a lumpsum investment of 1 lakh grew more than five times in ten years.
Fund | 2023 performance (%) | 3yr performance (%) |
---|---|---|
MS INVF US Growth | 49.29 | -40.36 |
New Capital US Growth | 48.68 | 17.87 |
T. Rowe Price US Large Cap Growth Equity Fund | 48.64 | 12.71 |
Baillie Gifford Worldwide US Equity Growth | 46.58 | -40.55 |
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.
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