Which mutual fund has given highest return in 2023?
Bandhan Small Cap Fund, the topper in the list, offered more than 70.06% in 2023. Mahindra Manulife Small Cap Fund gave around 69.78%.
Which mutual fund gave highest return in 2023?
Bandhan Small Cap Fund, the topper in the list, offered more than 70.06% in 2023. Mahindra Manulife Small Cap Fund gave around 69.78%.
What is the best performing fund in 2023?
What were the top-performing funds? Top of the list by some margin was the JP Morgan Emerging Europe, Middle East & Africa investment trust, with a one-year return of almost 50%. The Amundi Semiconductor ETF comfortably took second place with a one-year return of 43%, well ahead of the iShares Poland ETF at 35%.
What is best mutual fund to invest in 2023?
| Mutual funds | 1-year return (%) |
|---|---|
| Axis Value Fund | 40.16 |
| SBI Long Term Equity Fund | 40.00 |
| HDFC Multi Cap Fund | 40.19 |
| Kotak Multicap Fund | 39.77 |
Which mutual fund has the highest return?
| Ticker | Name | 5-year return (%) |
|---|---|---|
| STSEX | BlackRock Exchange BlackRock | 16.47% |
| USBOX | Pear Tree Quality Ordinary | 16.38% |
| PBFDX | Payson Total Return | 16.30% |
| SSAQX | State Street US Core Equity Fund | 16.20% |
Which mutual fund is performing well now?
| Funds | Riskometer | Ret(₹ 1lakh) RETURN % |
|---|---|---|
| Edelweiss Large Cap Dir Invest Online | Very High | 1,31,550 31.55 |
| HDFC Top 100 Dir Invest Online | Very High | 1,34,842 34.84 |
| ICICI Pru Bharat 22 FOF Dir Invest Now | Very High | 1,72,075 72.08 |
| ICICI Pru Bluechip Dir Invest Now | Very High | 1,36,096 36.10 |
Which mutual fund gives highest return in 1 year?
Over the 3 years, returns from funds vary from 27.62 per cent to 50 per cent. Bandhan Small Cap Fund showed consistently strong performance across all time frames, with the highest one-year return of 73.16 per cent and a decent 3-year return of 34.72 per cent.
What is the best growth and income fund for 2023?
Among 2023′s best-performing funds: Baron Fifth Avenue Growth BFTIX, up 57.9%, and Fidelity Blue Chip Growth ETF FBCG, up 57.2%. Gains in both funds were fueled by the massive rally in Nvidia NVDA, which surged 230% this year.
Did mutual funds do well in 2023?
Mutual funds had a bullish year in 2023, thanks in large part to tech stocks and bitcoin. Now that 2024 has begun, we have a clearer picture of which investments did well in 2023. And in terms of mutual funds, it was another year in the reign of tech.
Which mutual fund is best 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.
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.
Which mutual fund is best for next 5 years?
| Fund | AUM (In Crs) | 5 Yr Return (%) |
|---|---|---|
| SBI Dynamic Bond Fund Direct Growth | ₹2997 Cr | 8.36 % |
| ICICI Prudential Banking and PSU Debt Fund Direct Plan Growth | ₹8393 Cr | 7.53 % |
| ICICI Prudential Corporate Bond Fund Direct Plan Growth | ₹25494 Cr | 7.58 % |
What is the most popular mutual fund?
- #1. BNY Mellon Corporate Bond Fund BYMMX.
- #2. Miller Intermediate Bond Fund MIFIX.
- #3. Calvert Income Fund CFICX.
Which mutual funds give 30% return?
Quant Tax Plan, the only ELSS scheme in the category, gave 33.06% in a three-year period. ICICI Prudential Technology Fund, Tata Small Cap Fund, and Bandhan Small Cap Fund gave 32.77%, 32.73%, and 32.04% respectively.
What is the safest investment with the highest return?
- High-yield savings accounts.
- Certificates of deposit.
- Money market accounts.
- Treasury bonds.
- Treasury Inflation-Protected Securities.
- Municipal bonds.
- Corporate bonds.
- S&P 500 index fund/ETF.
Which mutual fund is best in recession?
Best funds to invest in during a recession
Small-cap funds can be a good option for aggressive investors with long-term time horizons. A risk-averse person can consider investing in a multi-asset mutual fund as it invests in various asset classes such as stocks, gold, debt, etc.
Is it a good time to invest in mutual funds now?
There is no better time to start investing. It is very difficult to time the markets and although the markets are due for a correction, it would not be wise to wait further. Also, when it comes to SIPs, there is not much merit in timing the markets. We would suggest you invest in different mutual fund categories.
Is it risky to invest in mutual funds now?
Market-linked mutual funds are subject to market risk that can be caused by several reasons such as changes in policy, macroeconomic conditions, pandemics, poor investor confidence and so on. Therefore it is a good idea to go through document papers carefully before investing.
What is 5 star mutual fund?
The 5-star rated mutual funds are the ones that have delivered consistently good returns in a span of 3, 5 and 10 years. Also, such kind of rating is assigned to funds that have not only grossed more than their benchmark but also exceeded the average return of the fund category.
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 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 $10,000 in mutual funds for 10 years?
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.
What is the average return on mutual funds in 2023?
In the year 2023, something similar took place. While large cap funds, on an average, delivered an annual return of 16.15 percent. Mid cap funds delivered a return of 30.77 percent, and small caps gave the maximum average return of 34.29 per cent.
What is the best ETF return in 2023?
The Fidelity Blue-Chip Growth ETF FBCG has jumped 58.7% in 2023 to become the best-performing U.S. fund, excluding ETNs and leveraged products, according to FactSet data. The WisdomTree U.S. Quality Growth Fund QGRW is up 56.2% this year, while the Invesco QQQ Trust Series I QQQ has risen 55.6% in 2023.
What are the most aggressive mutual funds?
- Meeder Dynamic Allocation Fund.
- JPMorgan Investor Growth Fund.
- TIAA-CREF Lifestyle Aggressive Gr Fund.
- Franklin Mutual Shares Fund.
- North Square Multi Strategy Fd.
- Gabelli Focused Growth and Inc Fd.
- E-Valuator Agrsv Growth(85%-99%)RMS Fund.
