Quick Answer: What Mutual Fund Averaged 12 For The 5 Years?

Which mutual fund is best for 20 years?

In this article we will cover the best mutual funds to invest in for 20-25 years….Aditya Birla Sun Life Tax Relief 96.Reliance Small Cap Fund.L&T Midcap Fund.Mirae Asset India Equity Fund.Axis Midcap Fund..

Does money double every 7 years?

At 10%, you could double your initial investment every seven years (72 divided by 10). In a less-risky investment such as bonds, which have averaged a return of about 5% to 6% over the same time period, you could expect to double your money in about 12 years (72 divided by 6).

How do I get a 10% return?

Top 10 Ways to Earn a 10% Rate of Return on InvestmentReal Estate.Paying Off Your Debt.Long-Term Stocks.Short-Term Stock Trading.Starting Your Own Business.Art snd Other Collectables.Create a Product.Junk Bonds.More items…

What is a good rate of return on 401k?

5% to 8%Many retirement planners suggest the typical 401(k) portfolio generates an average annual return of 5% to 8% based on market conditions. But your 401(k) return depends on different factors like your contributions, investment selection and fees.

What is Blue Chip Fund?

A blue-chip mutual fund is the one that invests in blue-chip stocks or shares, i.e. in well-established companies with excellent overall financial performance. In this article, we will learn more about blue-chip funds, how they work and much more. Origin of Blue Chip.

Is Debt Fund better than FD?

Banks offer a pre-set interest rate for fixed deposits based on the tenure chosen. Debt fund returns, to a great extent, depends on the overall interest rate movement….3. Debt Mutual Funds vs Fixed Deposits.ParticularsDebt FundsFixed DepositsDividend OptionYesNoRiskLow to ModerateLowLiquidityHighLow4 more rows•Oct 8, 2020

What mutual funds have averaged 12 percent?

However, there really is a mutual fund that has averaged 12% since 1934….The asset mix is as follows:Growth and Income-30% Fundamental Investors Fund (MUTF:ANCFX)Growth-30% AMCAP Fund (MUTF:AMCPX)International-25% EuroPacific Growth Fund (MUTF:AEPGX)Aggressive Growth-15% Smallcap World Fund (MUTF:SMCWX)

What is the average return on mutual funds for the last 20 years?

Investors earned an average of 4.67% on mutual funds over the last 20 years. This is 3.52% less than the average S&P 500 index return.

What is the safest mutual fund investment?

Overview: Best low-risk investments in 2021High-yield savings accounts. While not technically an investment, savings accounts offer a modest return on your money. … Savings bonds. … Certificates of deposit. … Money market funds. … Treasury bills, notes, bonds and TIPS. … Corporate bonds. … Dividend-paying stocks. … Preferred stock.

Is SIP better or lump sum?

The answer to this question depends on the stock market conditions. During upward trends, the lump sum mode of mutual fund investment tends to give relatively higher returns whereas during falling markets, investments made via a SIP generally provides better returns than a lump sum investment.

Which bank mutual fund is best?

Top 10 Mutual FundsICICI Prudential Focused Bluechip Equity Fund.Aditya Birla Sun Life Small & Midcap Fund.Tata Equity PE Fund.HDFC Monthly Income Plan – MTP.L&T Tax Advantage Fund.SBI Nifty Index Fund.Kotak Corporate Bond Fund.Canara Robeco Gilt PGS.More items…

Which mutual fund is best for 5 years?

Best SIP Plans for 5 Years in Equity FundsAxis Bluechip Fund Monthly SIP Plan. This is an open-ended equity scheme with a track record of outperformance. … ICICI Prudential Blue chip Fund. … SBI Blue chip Fund. … Mirae Asset Large Cap Fund. … SBI Multicap Fund.

Which mutual fund is best for 10 years?

Aditya Birla Sun Life Digital India Fund.ICICI Prudential Technology Fund.TATA Digital India Fund.DSP BlackRock World Gold Fund.Mirae Asset Tax Saver Fund.SBI Banking & Financial Services Fund.Mirae Asset Emerging Bluechip Fund.TATA Banking and Financial Services Fund.More items…•

Which MF gives highest return?

Here’s a look at five such schemes:Axis Bluechip Fund. 5-year SIP returns: 15.57% … AXIS Focused 25 Fund. 5-year SIP returns: 15.25% … IIFL Focused Equity Fund. 5-year SIP returns: 14.71% … SBI Focused Equity Fund. 5-year SIP returns: 13.69% … Mirae Asset Emerging Bluechip Fund. 5-year SIP returns: 15.40%

Which mutual fund is best for 2020?

Best Mutual Funds in India for 2020Mirae Asset Large Cap Fund. Small Cap Funds. 8.11% 13.65% Invest.Axis Bluechip Fund. Mid Cap Funds. 14.21% 14.96% Invest.ICICI Prudential Bluechip Fund. Mid Cap Funds. 6.68% 11.84% Invest.SBI Bluechip Fund. MultiCap Funds. 6.83% 10.94% … SBI Magnum Multicap Fund. Balanced Funds. 5.31% 11.28%

Can I lose money in mutual funds?

With mutual funds, you may lose some or all of the money you invest because the securities held by a fund can go down in value. Dividends or interest payments may also change as market conditions change.

What is the 10 year average return on the S&P 500?

The S&P 500 Index originally began in 1926 as the “composite index” comprised of only 90 stocks.1 According to historical records, the average annual return since its inception in 1926 through 2018 is approximately 10%–11%.

What is a good rate of return on mutual funds?

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%-10%. For bond mutual funds, a good long-term return would be 4%-5%.