FAQs
The fastest growing fund managed by U.S. asset management company Vanguard is the Vanguard Energy Index Fund. Over the year to January 16, 2023, the ETF generated an annual return of 44.19 percent. Vanguard's fastest growing mutual fund was also the Vanguard Energy Index Fund, which grew by 38.4 percent.
What are the top 5 performing mutual funds? ›
Best-performing U.S. equity mutual funds
Ticker | Name | 5-year return |
---|
STSEX | BlackRock Exchange BlackRock | 13.14% |
SRFMX | Sarofim Equity | 12.69% |
SSAQX | State Street US Core Equity Fund | 12.12% |
FGRTX | Fidelity® Mega Cap Stock | 12.06% |
3 more rowsMay 1, 2023
What is the highest growth mutual fund for 2022? ›
Rowe Price Blue Chip Growth Fund's top 10 holdings include:
- Microsoft Corp: 12.43%
- Amazon.com Inc: 10.73%
- Apple Inc: 9.77%
- Alphabet Inc Class C: 9.63%
- Tesla Inc: 5.45%
- UnitedHealth Group Inc: 4.58%
- Visa Inc Class A: 3.07%
- Meta Platforms Inc Class A: 2.83%
What are the top 3 mutual funds? ›
3 Top-Ranked Mutual Funds for Your Retirement
- MainStay Large Cap Growth R6 (MLRSX): 0.63% expense ratio and 0.61% management fee. ...
- Principal Capital Appreciation R5 (PCAQX) is a stand out amongst its peers. ...
- Vanguard Windsor-II Investor (VWNFX): 0.34% expense ratio and 0.33% management fee.
What mutual funds are the best at the market crashes? ›
- Federal Bond Funds. Several types of bond funds are particularly popular with risk-averse investors. ...
- Municipal Bond Funds. Next on the list are municipal bond funds. ...
- Taxable Corporate Funds. ...
- Money Market Funds. ...
- Dividend Funds. ...
- Utilities Mutual Funds. ...
- Large-Cap Funds. ...
- Hedge and Other Funds.
Which mutual fund has a highest return today? ›
List of Best Performing Mutual Funds in Last 5 Years
Name | 5 year return (%) | Avg Return (%) |
---|
SBI Small Cap Fund Direct-Growth | 14.62 | 13.97 |
Parag Parikh Flexi-Cap Fund Direct-Growth | 16.48 | 11.78 |
Nippon India Small-Cap Fund | 15.78 | 13.73 |
Axis Mid-Cap Direct-Plan-Growth | 15.91 | 12.81 |
5 more rowsMay 8, 2023
What mutual fund has the highest return? ›
Large-Company Stock Funds - 1 year
FUND NAME | SYMBOL | 1-YR RETURN |
---|
Catalyst Insider Buying I | INSIX | 19.09% |
Loomis Sayles Growth A | LGRRX | 11.63 |
Artisan Value Inv | ARTLX | 10.54 |
Fidelity Mega Cap Stock | FGRTX | 9.82 |
6 more rows
What funds have performed well in 2022? ›
Top 10 performing ETFs of 2022
ETF | Ticker | Return |
---|
Fidelity MSCI Energy Index ETF | FENY | 62% 62% 62% |
Invesco Dynamic Oil & Gas Services ETF | PXJ | 62% 62% 62% |
SPDR S&P Oil & Gas Equipment & Services ETF | XES | 62% 62% 62% |
iShares U.S. Energy ETF | IYE | 60% 60% 60% |
6 more rowsJan 11, 2023
Which mutual fund gives highest return in 1 year? ›
Top Performing Funds (based on one year returns)
Category | Top Performer | 1 yr |
---|
Liquid | Invesco India Banking & PSU Debt - D (B) | 10.70 |
Medium Duration | ABSL Medium Term Plan - D (G) | 13.50 |
Mid Cap | PGIM India Midcap Opp Fund-DP (G) | 104.80 |
Medium to Long Duration | ABSL Income Fund - D (G) | 11.70 |
40 more rows
What is the fastest growing fund? ›
The fastest growing fund managed by U.S. asset management company Vanguard is the Vanguard Energy Index Fund. Over the year to January 16, 2023, the ETF generated an annual return of 44.19 percent. Vanguard's fastest growing mutual fund was also the Vanguard Energy Index Fund, which grew by 38.4 percent.
Best S&P 500 index funds
- SPDR S&P 500 ETF Trust (SPY) ...
- iShares Core S&P 500 ETF (IVV) ...
- Schwab S&P 500 Index Fund (SWPPX) ...
- Shelton NASDAQ-100 Index Direct (NASDX) ...
- Invesco QQQ Trust ETF (QQQ) ...
- Vanguard Russell 2000 ETF (VTWO) ...
- Vanguard Total Stock Market ETF (VTI) ...
- SPDR Dow Jones Industrial Average ETF Trust (DIA)
Which mutual fund is best to invest? ›
The table below shows the best equity funds:
Mutual fund | 5 Yr. Returns | |
---|
ICICI Prudential Commodities Fund Direct Plan Growth | -- | Invest Now |
Quant Infrastructure Fund - Direct Plan-Growth | 21.32% | Invest Now |
Quant Flexi Cap Fund - Direct Plan - Growth | 18.48% | Invest Now |
Quant Mid Cap Fund - Direct Plan-Growth | 21.11% | Invest Now |
6 more rowsMar 17, 2023
How do I find the best mutual funds? ›
Mutual fund selection is based on several parameters. These include return expectation, risk tolerance, and investment horizon. There are different parameters to consider for fund selection including expense ratio, past performance, fund manager experience, and assets under management.
What is the safest mutual fund? ›
Bond Mutual Funds
The three types of bond funds considered safest are government bond funds, municipal bond funds, and short-term corporate bond funds.
What is the safest investment of all time? ›
High-quality bonds and fixed-indexed annuities are often considered the safest investments with the highest returns. However, there are many different types of bond funds and annuities, each with risks and rewards. For example, government bonds are generally more stable than corporate bonds based on past performance.
What Vanguard funds did Warren Buffett recommend? ›
Buffett bet that over 10 years, an S&P 500 index fund would outperform five actively managed hedge funds. His investment, the Vanguard 500 Index Fund Admiral Shares (NASDAQMUTFUND:VFIAX), not only won, but it trounced the competition -- earning returns of nearly 126% while the hedge funds averaged just 36%.
Which mutual fund is best for 2023? ›
Best Mutual Funds to invest in 2023 (Equity Mutual Funds)
Fund | AUM (In Crs) | Expense Ratio |
---|
Kotak Equity Opportunities Direct Growth | ₹12514 Cr | 0.5 % |
Motilal Oswal Large and Midcap Fund Direct Growth | ₹1543 Cr | 0.72 % |
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth | ₹7364 Cr | 1.07 % |
18 more rows
Which mutual fund will double money? ›
10 Mutual Funds That Doubled Wealth in 5 Years
S.No. | Fund Name |
---|
1. | Axis Bluechip Fund (Large-Cap) |
2. | Canara Robeco Bluechip Equity Fund (Large-Cap) |
3. | PGIM India Mid-Cap Opportunities Fund |
4. | Axis Mid-Cap Fund |
6 more rowsAug 18, 2022
Which stock gives highest return in last 5 years? ›
Highest returns in 5 year
S.No. | Name | CMP Rs. |
---|
1. | Best Agrolife | 1099.80 |
2. | Raj Rayon Inds. | 47.80 |
3. | Authum Invest | 220.95 |
4. | Patanjali Foods | 950.55 |
23 more rows
What if I invest $10,000 in mutual funds for 5 years? ›
If a SIP of Rs 10,000 had been started in it 5 years ago, today this amount would have been Rs 12.72 lakh. The fund has given an annual return of 30.62 percent in these five years.
Best Mutual Fund for 10 Years Which Have Provided Great Returns
- Reliance Large Cap.
- ICICI Prudential Bluechip Equity Fund.
- ICICI Prudential Bluechip Equity Fund.
- Tata Equity P/E Fund.
- HDFC Small Cap Fund.
- Aditya Birla Sun Life Tax Relief 96.
- ICICI Prudential Equity & Debt Fund.
- Mirae Asset India Equity Fund.
What is a good 10 year return on a mutual fund? ›
Good Average Annual Return for a Mutual Fund
For stock mutual funds, a “good” long-term return (annualized, for 10 years or more) is 8% to 10%. For bond mutual funds, a good long-term return would be 4% to 5%.
What's the next big investment 2022? ›
Going into 2022, among the key market sectors to watch are oil, gold, autos, services, and housing. Other key areas of concern include tapering, interest rates, inflation, payment for order flow (PFOF), and antitrust.
Which ETFs grew the most in the last three years? ›
100 Highest 3 Year ETF Returns
Symbol | Name | 3-Year Return |
---|
GUSH | Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X Shares | 49.83% |
NAIL | Direxion Daily Homebuilders & Supplies Bull 3X Shares | 48.43% |
TPOR | Direxion Daily Transportation Bull 3X Shares | 48.15% |
PXE | Invesco Dynamic Energy Exploration & Production ETF | 45.54% |
90 more rows
Which is best liquid funds in 2022? ›
3 Best Liquid Mutual Funds to Invest in 2022
Best Liquid Mutual Fund | NAV | 3-years |
---|
Quantum Liquid Fund | ₹ 28.72 | 4.02% |
Parag Parikh Liquid Fund | ₹ 1,192.10 | 4.01% |
JM Liquid Fund | ₹ 58.25 | 4.36% |
Which mutual fund is better for one time investment? ›
10 Best Mutual Funds for Lumpsum Investment 2023
Mutual Fund Scheme | Type of Scheme |
---|
Canara Robeco Bluechip Equity Fund | Equity Fund – Large Cap |
Parag Parikh Flexi Cap Fund | Equity Fund- Flexi Cap Fund |
Canara Robeco Emerg Equities Fund | Equity Fund- Large & Mid Cap |
Nippon India Value Fund | Equity Fund- Value Fund |
6 more rowsJan 19, 2023
What if I invest $1,000 every month in mutual funds? ›
If you invest the amount i.e Rs 1000 per month for 20 years, you have deposited a total of Rs 2.4 lakh during the period. On the basis of the annual 15 per cent return in 20 years, you will get about 15 lakh 16 thousand rupees. If this return is 20 per cent annually, the total fund will be around 31.61 lakhs.
Which fund is best for long term? ›
List of Best-long-duration-mutual-funds Duration Mutual Funds in India
Fund Name | Category | Risk |
---|
Quant Tax Plan Fund | Equity | Very High |
ICICI Prudential Infrastructure Fund | Equity | Very High |
SBI Contra Fund | Equity | Very High |
PGIM India Midcap Opportunities Fund | Equity | Very High |
7 more rows
Which Vanguard fund has the highest return? ›
Vanguard High-Yield Corporate Fund (VWEAX)
The Vanguard High-Yield Corporate Fund is the company's top performing bond fund over the past decade, featuring a high-yield, intermediate-term fixed income portfolio.
How to grow $1,000 dollars fast? ›
Here are nine top ways to invest $1,000 and the key things to know about them.
- Buy an S&P 500 index fund. ...
- Buy partial shares in 5 stocks. ...
- Put it in an IRA. ...
- Get a match in your 401(k) ...
- Have a robo-advisor invest for you. ...
- Pay down your credit card or other loan. ...
- Go super safe with a high-yield savings account.
AFIFX is often the most aggressive of the American funds, yet it's still slightly less volatile than the S&P 500. The fund has topped the index by an average of 76 basis points (a basis point is one one-hundredth of a percent) per year over the past 15 years.
Will mutual funds go up in 2023? ›
Yes, we are talking about debt mutual funds here, not equity mutual funds. Debt mutual funds are likely to offer better returns in 2023. They will offer even higher returns when the RBI starts cutting interest rates.
What to invest in right now? ›
12 best investments right now
- High-yield savings accounts.
- Certificates of deposit (CDs)
- Money market funds.
- Government bonds.
- Corporate bonds.
- Mutual funds.
- Index funds.
- Exchange-traded funds (ETFs)
How do I know if my mutual funds are good or bad? ›
In order to evaluate a fund, one should look at point-to-point returns over a 2-3 year holding period along with rolling returns of the fund. In addition to the returns, investors should also look at risk ratios to assess the risk-adjusted performance of the fund.
How many mutual funds should I have? ›
The consensus is that a well-balanced portfolio with approximately 20 to 30 stocks diversifies away the maximum amount of unsystematic risk.
What is the most popular type of mutual fund? ›
Bond funds are the most common type of fixed-income mutual funds, where (as the name suggests) investors are paid a fixed amount back on their initial investment.
Which mutual fund is best for no risk? ›
List of Best Low Risk Mutual Funds in India Ranked by Last 5 Year Returns
- Quant Multi Asset Fund. ...
- ICICI Prudential Multi Asset Fund. ...
- ICICI Prudential Equity & Debt Fund. ...
- Edelweiss Aggressive Hybrid Fund. ...
- Baroda BNP Paribas Aggressive Hybrid Fund. ...
- Canara Robeco Equity Hybrid Fund. ...
- Mirae Asset Hybrid Equity Fund.
Where is the safest place to put your retirement money? ›
Most of our experts agree that one of the safest places to keep your money is in a savings account insured by the Federal Deposit Insurance Corporation (FDIC). “High-yield savings accounts are an excellent option for those looking to keep their retirement savings safe.
Which mutual fund is best for risk free? ›
List of Low Risk Mutual Funds in 2023
Fund name | AUM | Till Date CAGR |
---|
Kotak Equity Arbitrage Fund (G) | 19522.211 Cr | 6.8% |
Edelweiss Arbitrage Fund (G) | 4316.853 Cr | 5.9% |
Invesco India Arbitrage Fund (G) | 3507.169 Cr | 6.5% |
Aditya Birla Sun Life Arbitrage Fund (G) | 3650.922 Cr | 6.2% |
16 more rows
What is the best investment without losing money? ›
Here are the best low-risk investments in May 2023:
Series I savings bonds. Short-term certificates of deposit. Money market funds. Treasury bills, notes, bonds and TIPS.
Treasury Bills, Notes and Bonds
U.S. Treasury securities are considered to be about the safest investments on earth. That's because they are backed by the full faith and credit of the U.S. government. Government bonds offer fixed terms and fixed interest rates.
What investments are guaranteed to not lose money? ›
There are a few different types of investments that have guaranteed returns. These include annuities, government bonds, and bank savings accounts.
What are the top 5 portfolio of Warren Buffett? ›
Warren Buffett's top 5 dividend paying stocks that will help him make nearly $6 billion in cash this year
- Chevron (NYSE: CVX) ...
- Bank of America (NYSE: BAC) ...
- Apple (NASDAQ: AAPL) ...
- Coca-Cola (NYSE: KO) ...
- Kraft Heinz (NASDAQ: KHC)
What is Warren Buffett's greatest investment? ›
Key Takeaways. Berkshire Hathaway's portfolio's five largest positions are in Apple Inc. (AAPL), Bank of America Corp (BAC), Chevron (CVX), The Coca-Cola Company (KO), and American Express Company (AXP). Apple is Berkshire's largest holding, accounting for 39% of its stock portfolio.
Do millionaires use Vanguard? ›
The median household in the study has over $1 million with Vanguard and those below the median have assets outside of Vanguard (i.e. real estate, non-Vanguard accounts, etc.) that make most of them millionaires as well.
What are the best performing mutual funds year to date? ›
Top Mutual Funds
Symbol | Name | YTD Return |
---|
OTPIX | ProFunds NASDAQ-100 Fund | 21.98% |
CMTFX | Columbia Global Technology Growth Fund | 22.14% |
UCNQX | USAA Nasdaq 100 Index Fund C Shares | 22.46% |
RYOCX | Rydex NASDAQ-100 Fund | 22.60% |
21 more rows
What index fund has the highest 10 year return? ›
Top 10 ETFs by 10-year Performance
Ticker | Fund | 10-Yr Return |
---|
TAN | Invesco Solar ETF | 21.31% |
QCLN | First Trust Nasdaq Clean Edge Energy Fund | 20.98% |
VGT | Vanguard Information Technology ETF | 18.27% |
IAI | iShares U.S. Broker-Dealers & Securities Exchanges ETF | 18.21% |
6 more rows
What month is best to buy mutual funds? ›
There is no best time as such for investing in mutual funds. Individuals can make investments in mutual funds as and when they wish. But it is always better to catch the funds at a lower NAV rather than higher price. It will not only maximise your returns but also lead to higher wealth accumulation.
How do I find the best performing mutual funds? ›
Look at the benchmarks of funds and how they have performed in comparison to them. Check your chosen funds' performance against other similar funds. You can look at their historical returns, ratios, debt profile, management and more to make your judgements.
Which day of month is best for mutual fund? ›
There is no specific date of the month that gives better SIP returns. So, your own convenience should be the only determining criterion. For example, if you are a salaried person and receive your monthly pay at the end of the month, then you can plan your SIP in the first week of the following month.
Of the 3 main asset classes, cash is the safest, followed by bonds and then stocks. Safer investments also have lower average returns.
What are the top 5 holdings in Vanguard? ›
Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). Vanguard Group Inc's top holdings are Apple Inc (US:AAPL) , Microsoft Corporation (US:MSFT) , Amazon.com Inc. (US:AMZN) , Unitedhealth Group Inc (US:UNH) , and Johnson & Johnson (US:JNJ) .
What stocks does Vanguard have as a top 5 holding? ›
Vanguard Group
- Top 5 stock holdings are AAPL, MSFT, AMZN, UNH, JNJ, and represent 12.75% of Vanguard Group's stock portfolio.
- Added to shares of these 10 stocks: GOOGL (+$41B), GOOG (+$36B), TSLA (+$18B), MSFT (+$3.5B), PLD (+$2.8B), FERG (+$2.4B), AMZN (+$1.9B), NDAQ (+$1.8B), TEAM (+$1.7B), J (+$1.7B).
What investment has the highest rate of return? ›
High-quality bonds and fixed-indexed annuities are often considered the safest investments with the highest returns. However, there are many different types of bond funds and annuities, each with risks and rewards. For example, government bonds are generally more stable than corporate bonds based on past performance.
How do you get 10 percent return on investment every year? ›
How Do I Earn a 10% Rate of Return on Investment?
- Invest in Stocks for the Long-Term. ...
- Invest in Stocks for the Short-Term. ...
- Real Estate. ...
- Investing in Fine Art. ...
- Starting Your Own Business (Or Investing in Small Ones) ...
- Investing in Wine. ...
- Peer-to-Peer Lending. ...
- Invest in REITs.
Which index fund doubles every 7 years? ›
Assuming long-term market returns stay more or less the same, the Rule of 72 tells us that you should be able to double your money every 7.2 years. So, after 7.2 years have passed, you'll have $200,000; after 14.4 years, $400,000; after 21.6 years, $800,000; and after 28.8 years, $1.6 million.