What is the most popular mutual fund?
Index funds are popular with investors because they promise ownership of a wide variety of stocks, greater diversification and lower risk – usually all at a low cost. That's why many investors, especially beginners, find index funds to be superior investments to individual stocks.
Index funds are popular with investors because they promise ownership of a wide variety of stocks, greater diversification and lower risk – usually all at a low cost. That's why many investors, especially beginners, find index funds to be superior investments to individual stocks.
- Kotak Flexicap Fund Direct Growth. ...
- Bandhan Flexi Cap Fund-Direct Plan-Growth. ...
- Navi Flexi Cap Fund Direct Growth. ...
- Canara Robeco Flexi Cap Fund Direct Plan Growth Option. ...
- Sundaram Flexi Cap Fund Direct Growth. ...
- Samco Flexi Cap Fund Direct Growth. ...
- SBI Flexicap Fund Direct Growth.
Equity funds
Equity mutual funds buy stocks of a collection of publicly traded companies. Most mutual funds on the market (55%) are some type of equity fund, according to the Investment Company Institute. Equity funds have a higher potential for growth but more potential volatility in value.
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% |
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 |
- Victory Nasdaq-100 Index (USNQX)
- Shelton Nasdaq-100 Index Investor (NASDX)
- Fidelity Large Cap Growth Index (FSPGX)
- Schwab U.S. Large-Cap Growth Index (SWLGX)
- AB Large Cap Growth Advisor (APGYX)
- T.
Rank | Symbol | Fund Name |
---|---|---|
1 | VSMPX | Vanguard Total Stock Market Index Fund;Institutional Plus |
2 | FXAIX | Fidelity 500 Index Fund |
3 | VFIAX | Vanguard 500 Index Fund;Admiral |
4 | VTSAX | Vanguard Total Stock Market Index Fund;Admiral |
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.
Fund Name | 1 Year Returns | Fund Size (in Cr) |
---|---|---|
Mirae Asset Overnight Fund | 6.6% | ₹1,253 |
Axis Overnight Fund | 6.6% | ₹7,148 |
Kotak Equity Arbitrage Fund | 8.0% | ₹27,412 |
Tata Arbitrage Fund | 7.9% | ₹7,445 |
How do I find the best mutual funds?
- 1) Investment Objective. ...
- 2) Time Horizon. ...
- 3) Risk tolerance. ...
- 1) Performance Against Benchmark. ...
- 2) Performance Against Category. ...
- 3) Consistency of Performance. ...
- 4) Fund Manager's Experience. ...
- 5) AMC Track Record.
Should I wait for the equity markets to correct or should I start systematic investment plans (SIPs) in mutual funds? 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.
- High-yield savings accounts.
- Certificates of deposit (CDs)
- Bonds.
- Funds.
- Stocks.
- Alternative investments and cryptocurrencies.
- Real estate.
There is no one-size-fits-all answer to which type of mutual fund is the best. The best type of mutual fund depends on your financial goals and risk tolerance. Equity funds offer growth potential, debt funds provide stability, ELSS funds offer tax benefits, and ETFs offer diversification.
- Decide on how you approach risk. ...
- Learn about asset classes. ...
- Decide how 'hands' on you want to be. ...
- Think carefully about your objectives. ...
- Decide whether you want income or growth (or both) ...
- Think about which assets sectors do you want to consider. ...
- Take a look at our Preferred List.
Fund | Expense Ratio |
---|---|
Vanguard Wellington Fund (VWELX) | 0.25% |
Dodge and Cox Income Fund (DODIX) | 0.41% |
PGIM High Yield Fund (PHYZX) | 0.51% |
T. Rowe Price Dividend Growth Fund (PRDGX) | 0.64% |
- Nippon India Small Cap Fund. EQUITY Small Cap. ...
- HDFC Small Cap Fund. EQUITY Small Cap. ...
- ICICI Prudential Smallcap Fund. EQUITY Small Cap. ...
- DSP Small Cap Fund. ...
- Edelweiss Mid Cap Fund. ...
- Nippon India Growth Fund. ...
- Kotak Small Cap Fund. ...
- Axis Small Cap Fund.
Fund Name | 5 Years Return | 10 Years Return |
---|---|---|
ICICI Prudential Infrastructure Fund (G) | 29.0% | 20.8% |
Tata Infrastructure Fund (G) | 26.8% | 20.6% |
Parag Parikh Flexi Cap fund (G) | 23.8% | 20.5% |
Bank of India Manufacturing & Infra fund (G) | 28.0% | 20.5% |
Name of the mutual fund | Five-year returns (in %) |
---|---|
Quant Multi Asset Fund | 32.34 |
ICICI Prudential Multi Asset Fund | 24.03 |
UTI Multi Asset Allocation Fund | 18.59 |
HDFC Multi Asset Fund | 17.08 |
As we can see in the table above, the highest return of 29.56 percent was delivered by Quant Active Fund whereas the lowest (among the top performing schemes) was given by Nippon India Multi Cap Fund that delivered 21 percent return in the past five years.
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.
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.
- 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.
- Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) - $1.3 trillion.
- Vanguard 500 Index Fund Admiral Shares (VFIAX) - $808.8 billion.
- Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) - $385.5 billion.
- Fidelity 500 index Fund (FXAIX) - $380.7 billion.
Rank | Fund Name | Assets (millions of USD) |
---|---|---|
1 | SPDR S&P 500 ETF | $ 260,765.80 |
2 | Vanguard 500 Idx Adm | $ 256,872.60 |
3 | Vanguard TSM Idx Adm | $ 209,796.70 |
4 | Fidelity 500 Index Fund | $ 179,000.00 |
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