What is the best performing mutual fund over the last 10 years?
Large-Company Stock Funds – 10 years
| FUND NAME | SYMBOL | 10-YR RETURN |
|---|---|---|
| Fidelity OTC Portfolio | FOCPX | 17% |
| Fidelity Growth Company** | FDGRX | 16.67 |
| Shelton Capital Nasdaq-100 Index Direct | NASDX | 16.66 |
| USAA Nasdaq-100 Index | USNQX | 16.66 |
What is the lowest performing mutual fund for the past ten years?
MEMBERS’ PORTFOLIO
| Funds Performance (10 years annualised) | |
|---|---|
| Fund Name | %* |
| BIRLA SUN LIFE GOLD ETF | -33.81 |
| EDELWEISS MONEY MARKET FUND- GROWTH | -33.16 |
| QUANTUM GOLD ETF | -29.15 |
Which mutual fund gives maximum return?
List of Equity Mutual Funds in India
| Fund Name | Category | 1Y Returns |
|---|---|---|
| Quant Large and Mid Cap Fund | Equity | 7.6% |
| Mahindra Manulife Multi Cap Badhat Yojana Fund | Equity | 2.2% |
| Axis Midcap Fund | Equity | 0.1% |
| Invesco India Infrastructure Fund | Equity | 5.4% |
Which mutual funds are best for next 5 years?
Best SIP Plans for 5 Years in Debt Funds
- HDFC Short Term Debt Fund. This is a short duration fund, moderately low-risk debt mutual fund.
- Aditya Birla Sun Life Savings Fund.
- SBI Magnum Medium Duration Fund.
- Nippon India Low Duration Fund.
- L Low Duration Fund.
Which is high return mutual fund?
List of top mutual funds, assessed on the basis of their relative performance within a particular category, and for a specific time period….Top Funds.
| Fund Name | Aditya Birla Sun Life Medium Term Plan | |
|---|---|---|
| Return (%) | 6M | 20.80 |
| 1Y | 23.85 | |
| 3Y | 9.40 | |
| 5Y | 7.60 |
What mutual funds have averaged 12 percent?
However, there really is a mutual fund that has averaged 12% since 1934….The asset mix is as follows:
- Growth and Income-30% Fundamental Investors Fund (ANCFX)
- Growth-30% AMCAP Fund (AMCPX)
- International-25% EuroPacific Growth Fund (AEPGX)
- Aggressive Growth-15% Smallcap World Fund (SMCWX)
How can I triple my money in 5 years?
The five-year plan To triple your money in five years, you must earn an annualized 24.6% return. That’s a tall order. Out of 4,817 stock and bond funds in Morningstar’s database, just 127 managed to hurdle that bar over the past five years. (All fund-performance data is to March 1.)
Large-Company Stock Funds – 10 years
| FUND NAME | SYMBOL | 10-YR RETURN |
|---|---|---|
| Fidelity OTC Portfolio | FOCPX | 18.37% |
| USAA Nasdaq-100 Index | USNQX | 18.18 |
| Shelton Capital Nasdaq-100 Index Direct | NASDX | 18.17 |
| Fidelity Growth Company** | FDGRX | 18.05 |
Which mutual fund is best for next 30 years?
Axis Mutual Fund.
Which SIP is best for 40 years?
Best SIPs For 40 Year Investment 2021
- Axis Focused 25 Fund.
- Invesco India Contra Fund.
- Canara Robeco Emerging Equities Fund.
- HDFC Flexi Cap Fund.
- Axis Small Cap Fund.
- PGIM India Midcap Opportunities Fund.
- Edelweiss Greater China Equity Off-shore Fund.
- PGIM India Global Equity Opportunities Fund.
Which mutual fund is best for next 5 years?
10 Mutual Funds That Tripled Wealth in 5 Years
- Reliance Small Cap Fund.
- HDFC Small Cap Fund – Direct – Growth.
- Mirae Asset Emerging Bluechip Fund – Direct – Growth.
- Principal Emerging Bluechip Fund – Direct – Growth.
- HDFC Mid-Cap Opportunities Fund – Direct – Growth.
- Axis Long Term Equity Fund – Direct – Growth.