What is the best growth stock mutual fund?
These include JM Value Fund, Nippon India Value Fund and Aditya Birla Sun Life Pure Value Fund and Axis Value Fund. Some multi cap mutual funds gave returns as high as 38-40 percent which include HDFC Multi Cap Fund, Kotak Multicap Fund, ITI Multi Cap Fund and Nippon India Multi Cap Fund.
Scheme Name | Plan | 1M |
---|---|---|
SBI Long Term Equity Fund - Direct Plan - Growth | Direct Plan | 9.48% |
HDFC ELSS Tax saver - Direct Plan - Growth | Direct Plan | 6.62% |
Bank of India ELSS Tax Saver - Direct Plan - Growth | Direct Plan | 9.39% |
Mutual Fund | Assets | Fees |
---|---|---|
Vanguard Dividend Appreciation Index Fund (VDADX) | $14 billion | 0.08% |
Vanguard Total World Stock Index Fund (VTWAX) | $6 billion | 0.10% |
PIMCO Income Fund (PONAX) | $140 billion | 0.62% |
The Hartford Short Duration Fund (HSDIX) | $2 billion | 0.49% |
- Navi Flexi Cap Fund Direct Growth. ...
- Kotak Flexicap Fund Direct Growth. ...
- Samco Flexi Cap Fund Direct Growth. ...
- Sundaram Flexi Cap Fund Direct Growth. ...
- Bandhan Flexi Cap Fund-Direct Plan-Growth. ...
- Canara Robeco Flexi Cap Fund Direct Plan Growth Option. ...
- SBI Flexicap Fund Direct Growth. ...
- Axis Flexi Cap Fund Direct Growth.
- Vanguard Growth Index Fund Admiral Shares (VIGAX)
- Schwab U.S. Large-Cap Growth Index Fund (SWLGX)
- Fidelity Blue Chip Growth Fund (FBGRX)
- Invesco S&P 500 GARP ETF (SPGP)
- Invesco QQQ Trust (QQQ)
- Vanguard Mega Cap Growth ETF (MGK)
- SPDR Portfolio S&P 500 Growth ETF (SPYG)
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 |
These include JM Value Fund, Nippon India Value Fund and Aditya Birla Sun Life Pure Value Fund and Axis Value Fund. Some multi cap mutual funds gave returns as high as 38-40 percent which include HDFC Multi Cap Fund, Kotak Multicap Fund, ITI Multi Cap Fund and Nippon India Multi Cap Fund.
- Objective. This is a summary of the fund's goal and how its management team plans to achieve that goal. ...
- Fund Manager Experience. ...
- Sectors. ...
- Performance (Rate of Return) ...
- Cost. ...
- Turnover Ratio.
Mutual funds are managed by professionals, reducing the need for monitoring, but investors give up control. Stocks offer higher returns but come with higher risk and volatility. Both mutual funds and stocks have fees and expenses that can affect investment returns.
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 has a 20% 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.
The high-risk, high-reward mantra of growth funds can make them ideal for those not retiring anytime soon. Typically, investors need a tolerance for risk and a holding period with a time horizon of five to ten years. Growth fund holdings often have high price-to-earnings (P/E) and price-to-sales (P/S) multiples.
- Quant Flexi Cap Fund Growth Option Direct Plan. ...
- HSBC Small Cap Fund Fund Direct Growth. ...
- Motilal Oswal Midcap Direct Growth. ...
- Quant Multi Asset Fund Growth Option Direct Plan. ...
- SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth. ...
- Tata Small Cap Fund Direct Growth.
Average Mutual Fund Returns | ||
---|---|---|
Category | 2021 Return | 10-Year |
U.S. Mid-Cap Stock | 23.40% | 13.12% |
U.S. Small-Cap Stock | 24.19% | 12.74% |
International Large-Cap Stock | 9.72% | 7.85% |
Quant Flexi Cap Fund, Quant Active Fund, and Quant ELSS Tax Saver Fund - a flexi cap, multi cap, and an ELSS fund from Quant Mutual Fund, offered 33.49%, 30.58%, and 34.05% respectively. HDFC Mid-Cap Opportunities Fund, the largest scheme in the mid cap category based on assets managed, offered 30.52%.
The choice comes down to what you value most. If you prefer the flexibility of trading intraday and favor lower expense ratios in most instances, go with ETFs. If you worry about the impact of commissions and spreads, go with mutual funds.
Morningstar Direct ranked the funds in terms of their 10-year annualized returns, as measured on a specific date (as opposed to the end of the month) — in this case, Oct. 19, 2023. No. 1 on the list is the ProFunds Semiconductor UltraSector Fund, which yielded 29.21% over the past decade.
The mutual fund ranking system of Value Research gives a quick measure of how a fund has performed in the past when compared to its peers, with five being the highest rating and one being the lowest. It takes into account the risk, returns, expense ratio and other relevant factors to arrive at such ratings.
If you have been investing in mutual funds (MFs), then 2023 would've treated you well. Equities, gold, and fixed income yields have all gone up, putting them in a sweet spot for 2024, when interest rates should fall, as many experts have predicted.
- 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 mutual funds does Dave Ramsey recommend?
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. I personally spread mine in 25% of those four.
- Quant Mid Cap Fund. 12.49%
- Quant Small Cap Fund. 11.38%
- Quant Large & Mid Cap Fund. 10.19%
- Quant Large Cap Fund. 9.95%
- ITI Mid Cap Fund. 9.49%
- Kotak Multicap Fund. 9.45%
- Quant Focused Fund. 9.34%
- SBI Long Term Equity Fund. 9.31%
And to go one step further, we recommend dividing your mutual fund investments equally between four types of funds: growth and income, growth, aggressive growth, and international.
- Investment Goals. ...
- Fund Type and Category. ...
- Fund Performance. ...
- Pedigree and Age of Fund House. ...
- Expense Ratio. ...
- Risk Factors. ...
- Exit Load and Liquidity. ...
- Tax Implications.
While there is no precise answer for the number of funds one should hold in a portfolio, 8 funds (+/-2) across asset classes may be considered optimal depending on the financial objectives and goals of the investor. Further, higher allocation of portfolio to the right fund is of crucial importance.
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