Which mutual fund is best for 5 years?
(You must convert the rate of return to the monthly figure through dividing by 12). You also have n = 10 years or 120 months. FV = Rs 1,84,170. So, the future value of a SIP investment of Rs 1,000 per month for 10 years at an estimated rate of return of 8% is Rs 1,84,170.
Which mutual fund gives highest return in 5 years?
Fund Name | 3 Years Return | 5 Years Return |
---|---|---|
Quant Multi Asset Fund (G) | 28.9% | 28.2% |
Quant Active Fund (G) | 26.6% | 28.2% |
Invesco India PSU Equity Fund (G) | 39.4% | 26.7% |
ICICI Prudential Infrastructure Fund (G) | 41.0% | 26.5% |
Which investment is best for next 5 years?
- Bank and Post Office Fixed Deposit (FD) ...
- Recurring Deposit. ...
- 5-Yrs National Savings Certificate. ...
- Monthly Income Schemes. ...
- Mutual Funds. ...
- Equity Linked Savings Scheme. ...
- Unit Linked Insurance Plan. ...
- National Savings Certificate.
What if I invest $1,000 in mutual funds for 10 years?
(You must convert the rate of return to the monthly figure through dividing by 12). You also have n = 10 years or 120 months. FV = Rs 1,84,170. So, the future value of a SIP investment of Rs 1,000 per month for 10 years at an estimated rate of return of 8% is Rs 1,84,170.
What are the top 5 performing mutual funds?
Fund (ticker) | 10-Year Avg. Ann. Return |
---|---|
Schwab S&P 500 Index Fund (SWPPX) | 12.99% |
Shelton Nasdaq-100 Index Investor Fund (NASDX) | 18.21% |
Schwab Fundamental US Large Company Index Fund (SFLNX) | 11.71% |
Fidelity Intermediate Municipal Income Fund (FLTMX) | 2.28% |
How much return can I expect from mutual funds in 5 years?
The recent performance surge has lifted the category scorecard of healthcare funds, with an average return of 59% over a one-year period, a compounded annual growth rate (CAGR) of 18% over a three-year period, and 23% CAGR over a five-year period. This is as per the latest data from Value Research.
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.
Where to invest $5,000 for the next 5 years?
- S&P 500 index funds.
- Nasdaq-100 index ETFs.
- International index funds.
- Sector ETFs.
- Thematic ETFs.
- Real estate investment trusts (REITs).
- Investing with the greats.
Where to invest $50,000 for 3 years?
Stash it in a high-yield savings account or CD
CDs let you lock in an interest rate for a specific period, typically three to 60 months. You'll pay an early withdrawal penalty if you need your cash sooner, so CDs are best for money you won't need immediately.
Where should I keep my money for 5 years?
When you need the money | Investment Options |
---|---|
A year or less | High-yield savings and money market accounts, cash management accounts |
Two to three years | Treasurys and bond funds, CDs |
Three to five years (or more) | CDs, bonds and bond funds, and even stocks for longer periods |
What if I invest 3 000 a month in SIP for 5 years?
What if I invest Rs. 3,000 a month in SIP for 5 years? If you invest Rs. 3,000 per month through SIP for 5 years, assuming 12% return. The estimate total returns will be Rs. 67,459 and the estimate future value of your investment will be Rs. 2,47,459.
What if I invest $10,000 in SIP for 5 years?
An investment of Rs 10,000 per month via systematic investment plan (SIP) route over a period of five years in Quant Small Cap Fund's growth is worth nearly Rs 19 lakh today.
What if I invest $5,000 in SIP for 20 years?
If someone begins a SIP of 5000 per month for a span of 20 years, at 12% assumed annualized rate of return per annum, your total investment in 20 years is Rs. 12 lakh and the accumulated corpus at the end of tenure is close to Rs. 50 lakhs.
What is the safest mutual fund?
Money market mutual funds = lowest returns, lowest risk
They are considered one of the safest investments you can make. Money market funds are used by investors who want to protect their retirement savings but still earn some interest — often between 1% and 3% a year.
What is the most successful mutual fund?
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 |
What is the highest paying mutual fund?
Fund | Expense Ratio | 30-day SEC Yield |
---|---|---|
JPMorgan Equity Premium Income Fund (JEPAX) | 0.85% | 6% |
Fidelity Floating Rate High Income Fund (FFRHX) | 0.72% | 8.8% |
Baird Intermediate Bond Fund (BIMSX) | 0.55% | 4.2% |
PGIM High Yield Fund (PBHAX) | 0.75% | 7.2% |
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.
How much should I invest to get 50000 per month?
Assuming the average return on investment from SDI is 14% annually, you will need to invest approximately INR 43,00,000 to get INR 50,000 a month.
How long should you keep money in a mutual fund?
Mutual funds have sales charges, and that can take a big bite out of your return in the short run. To mitigate the impact of these charges, an investment horizon of at least five years is ideal.
Can we get 15% return on mutual fund?
Around 27 equity mutual funds have offered more than 15% in three, five, seven, and 10 year horizons on lumpsum investments, revealed an analysis of performance of around 144 equity mutual fund schemes that have completed 10 years of existence.
What if I invest 20000 a month in mutual funds for 5 years?
Value of INR 20,000 per Month in SIP
If an investor invests INR 20,000 per month for a period of 5 years, he will be able to earn INR 17 lakh as the overall income generated from SIP. The total investment in the tenure of 5 years will be only INR 12 lakh.
What is SIP 3000 per month for 20 years?
P is the monthly investment amount (Rs 3,000). r is the monthly interest rate, which is the annual rate divided by 12 (8% / 12 / 100). TOTAL INVESTMENT >>> 7,20,000 in 20 Years.
How to get double money in 5 years?
As a rate of return, long-term mutual funds can offer rates between 12% and 15% per year. With these mutual funds, it may take between 5 and 6 years to double your money. Kisan Vikas Patra (KVP): It comes under the Post Office Small Saving Scheme.
How to double $5,000 quickly?
To turn $5,000 into more money, explore various investment avenues like the stock market, real estate or a high-yield savings account for lower-risk growth. Investing in a small business or startup could also provide significant returns if the business is successful.
How to invest $100,000 for quick return?
- High-Yield Savings Account. ...
- Money Market Funds. ...
- Cash Management Accounts. ...
- Short-Term Corporate Bonds. ...
- No-Penalty Certificates of Deposits (CD) ...
- Short-term U.S. Government Bonds.