“Highest Return Mutual Funds Over the Past Decade”

Which SIP gives 30% return?

HDFC Mid-Cap Opportunities Fund, the largest scheme in the mid cap category based on assets managed, offered 30.52%. SBI Contra Fund, the only contra fund in the list, offered 32.21% in five years. A monthly SIP investment of Rs 10,000 in these 23 equity schemes would have grown to Rs 12.49-17.94 lakh.

Which mutual fund gives 40% return?

There are eight large cap mutual funds which have delivered over 40 percent return in the past one year. These include Quant Large Cap Fund, Bank of India Bluechip Fund, JM Large Cap Fund and Nippon India Large Cap Fund, among others.

What if I invest $10,000 in mutual funds for 10 years?

It has given 25.96 % annualised returns in ten years. The calculator shows that a monthly SIP of ₹10,000 in this fund could have grown to approx. ₹57,53,702 in ten years. The mutual fund calculator shows how a lumpsum investment of 1 lakh grew more than five times in ten years.

What if I invest $1,000 a month in mutual funds for 20 years?

If you invest Rs 1000 for 20 years , if we assume 12 % return , you would get Approx Rs 9.2 lakhs. Invested amount Rs 2.4 Lakh.

Which SIP gives 15% return?

Motilal Oswal Focused Fund Direct-Growth Returns since inception: The fund has achieved average annual returns of 15.23% since its inception. Minimum investment: The minimum SIP investment is ₹500. Lock-in period: There is no lock-in period for this fund.

Can mutual funds give 50% return?

Around five equity mutual fund categories have offered over 50% returns in one year, according to data provided by Value Research. We have considered all equity and equity-oriented categories for the analysis. These categories offered returns ranging between 50.67 and 94.10% in a one-year horizon.

Which fund has highest return?

Here are 5 mutual fund schemes with highest 3-year returns along with their expense ratios: Quant Small Cap Fund(G) tops the chart with over 39% returns followed by Quant Mid Cap Fund(G), Nippon India Small Cap Fund(G), Quant Flexi Cap Fund(G) and Motilal Oswal Midcap Fund-Reg(G) in the same pecking order.

Is it good to invest in high return mutual funds?

Mutual fund investments when used right can lead to good returns, keeping risk at a minimum, especially when compared with individual stocks or bonds. These are especially great for people who are not experts in stock market dynamics as these are run by experienced fund managers.

How much return is good in mutual fund?

Moreover, mutual funds are meant to be evaluated against a benchmark such as a broad index or other yardstick of value – so if the S&P 500 falls 3% in a year and a large-cap mutual fund only falls 2.5%, it can be considered a “good” return, relatively speaking.

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.

Can I hold a mutual fund for 20 years?

Conclusion. Investing in mutual funds for 20-25 years can help you create wealth and achieve your long-term financial goals. However, you need to choose the best mutual funds for your risk profile, investment horizon, and financial goals.

What if I invest $1,000 per month in mutual funds?

If you were to invest Rs 1,000 per month into an equity SIP over a span of 30 years at 12 per cent per annum, you would have invested only Rs 3.6 lakhs. However, your portfolio’s value would have grown to an impressive Rs 34.9 lakhs.

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 happens if I invest 20 000 a month in SIP 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 if I invest $5,000 in SIP for 10 years?

Calculation of SIP returns To understand this, let us take an example. A monthly investment of Rs 5,000 for 10 years at an expected rate of return of 12 per cent will earn you Rs 11.61 lakh.

What if I SIP $30,000 per month for 5 years?

If you invest ₹30,000 per month in a Systematic Investment Plan (SIP) for a period of 5 years, assuming an average annual return of 12% on your SIP investment, using the SIP calculator, your returns will be: Your invested amount will be: ₹18,00,000. Estimated Returns will be will be: ₹6,74,591.

What happens if I invest $20,000 a month in SIP for 10 years?

Given that performance, if one would started investing Rs 20,000 monthly through SIP in this fund 10 years ago, they would have got Rs 1.01 crore with capital gains of Rs 77.18 lakh. The expense ratio of the scheme is 0.77 per cent against the category average of 0.62 per cent.

How much is $5000 for 5 years in SIP?

How much is Rs. 5,000 for 5 years in SIP? If you invest Rs. 5,000 per month through SIP for 5 years, assuming 12% return. The estimate total returns will be Rs. 1,12,432 and the estimate future value of your investment will be Rs. 4,12,431.

What if I invest $1,000 a month in mutual funds for 20 years?

If you invest Rs 1000 for 20 years , if we assume 12 % return , you would get Approx Rs 9.2 lakhs. Invested amount Rs 2.4 Lakh.

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 is the average 10 year return on mutual funds?

The average mutual fund return for growth and income funds for the last 10 years is approximately 10.24%. Roughly 75% of mutual funds underperform their benchmark index over a 10-year period. As of 2019, mutual funds managed more than $22.5 trillion in assets.

How do I know if a fund has given 10% returns?

How much money does a mutual fund have?

Are the biggest mutual funds still a good investment?

Are mutual funds good for long term wealth creation?

Here is a 522 word article about the highest return mutual fund in the last 10 years, written in a spoken voice with a FAQs section at the end:

The Top Performing Mutual Fund of the Decade

As an investor, I’m always on the lookout for the best performing mutual funds that can deliver consistent, market-beating returns. Over the last 10 years, there’s one fund that has stood out above the rest – the Fidelity Contrafund (FCNTX).

The Fidelity Contrafund is a large-cap growth mutual fund that has been around since 1967. It’s managed by legendary stock picker Will Danoff, who has overseen the fund for over 30 years. Under Danoff’s leadership, the Contrafund has amassed over $130 billion in assets and established itself as one of the premier growth funds available to investors.

So what has made the Fidelity Contrafund the top performing mutual fund over the last decade? There are a few key factors that have contributed to its success:

Stock Picking Prowess
First and foremost, the fund’s manager, Will Danoff, has demonstrated an incredible ability to identify and invest in the market’s top performing stocks. Danoff has a keen eye for finding high-quality growth companies that can consistently grow their earnings and share prices over the long-term.

Some of the fund’s biggest winners over the past 10 years have included tech giants like Amazon, Microsoft, and Alphabet (Google’s parent company). Danoff was an early investor in these disruptive, market-leading firms and has ridden their meteoric growth to huge gains for Contrafund shareholders.

Diversification
In addition to finding individual stock winners, Danoff has also done an excellent job of diversifying the Contrafund’s portfolio across different sectors and industries. This helps to mitigate risk and ensure that the fund isn’t overly reliant on the performance of any one company or industry.

While technology stocks have been a big driver of returns, Danoff has also found success in other areas like consumer discretionary, healthcare, and communication services. This broad diversification has helped the Contrafund avoid the pitfalls that can plague more narrowly focused funds.

Low Fees
Finally, the Fidelity Contrafund has relatively low fees compared to many of its peers. The fund’s expense ratio is just 0.85%, which is quite reasonable for a large, actively managed growth fund.

Lower fees means more of the fund’s returns flow directly to investors, rather than being siphoned off by high management costs. This has been a key contributor to the Contrafund’s ability to outperform the broader market over the long-term.

In the end, it’s been a potent combination of skilled stock picking, diversification, and low costs that has made the Fidelity Contrafund the top performing mutual fund of the last 10 years. If you’re an investor looking to grow your wealth over the long-term, this is definitely a fund worth considering.

FAQs:

Q: What is the Fidelity Contrafund?
A: The Fidelity Contrafund is a large-cap growth mutual fund that has been managed by Will Danoff since 1990. It is one of Fidelity’s flagship funds and has over $130 billion in assets under management.

Q: Why has the Fidelity Contrafund been the top performing mutual fund over the last 10 years?
A: There are a few key reasons why the Fidelity Contrafund has outperformed over the last decade:

1. Skilled stock picking by manager Will Danoff, who has identified many of the market’s top growth stocks
2. Diversification across sectors and industries to mitigate risk
3. Relatively low fees compared to many actively managed funds

Q: What are some of the Contrafund’s biggest holdings?
A: Some of the Contrafund’s largest positions include tech giants like Amazon, Microsoft, and Alphabet (Google), as well as other growth stocks in sectors like consumer discretionary and healthcare.

Q: Is the Fidelity Contrafund a good investment option for me?
A: The Contrafund could be a good fit if you’re looking for a diversified, actively managed growth fund with the potential for market-beating returns over the long-term. However, as with any investment, it’s important to do your own research and make sure it aligns with your specific financial goals and risk tolerance.