What is the most successful mutual fund? (2024)

What is the most successful mutual fund?

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.

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What is the most successful investment fund?

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.

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What is the most popular mutual fund?

Most Popular
  • #1. BNY Mellon Corporate Bond Fund BYMMX.
  • #2. Miller Intermediate Bond Fund MIFIX.
  • #3. Calvert Income Fund CFICX.

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Which mutual fund is best of all time?

  • Kotak Flexicap Fund Direct Growth. ...
  • Tata Flexi Cap Fund Direct Growth. ...
  • Bandhan Flexi Cap Fund-Direct Plan-Growth. ...
  • Canara Robeco Flexi Cap Fund Direct Plan Growth Option. ...
  • Navi Flexi Cap Fund Direct Growth. ...
  • Sundaram Flexi Cap Fund Direct Growth. ...
  • Samco Flexi Cap Fund Direct Growth. ...
  • SBI Flexicap Fund Direct Growth.

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What is the highest paying mutual fund?

Best-performing U.S. equity mutual funds
TickerName5-year return (%)
PBFDXPayson Total Return16.58%
CFGRXCommerce Growth16.48%
SSAQXState Street US Core Equity Fund16.45%
BUFEXBuffalo Large Cap16.16%
3 more rows
7 days ago

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What are the top 5 performing mutual funds?

Top performing low-fee mutual funds in 2024
  • 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. ...
  • Fidelity U.S. Sustainability Index Fund (FITLX)

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What is the safest investment with the highest return?

Safe investments with high returns: 9 strategies to boost your...
  • High-yield savings accounts.
  • Certificates of deposit (CDs) and share certificates.
  • Money market accounts.
  • Treasury securities.
  • Series I bonds.
  • Municipal bonds.
  • Corporate bonds.
  • Money market funds.
Dec 4, 2023

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Which is the rank 1 mutual fund?

Top Mutual Fund Houses in India
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
6 more rows
Feb 15, 2024

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Which is most safe mutual fund?

List of Low Risk Risk Mutual Funds in India
Fund NameCategoryRisk
Mirae Asset Overnight FundDebtLow
Axis Overnight FundDebtLow
Kotak Equity Arbitrage FundHybridLow
Nippon India Arbitrage FundHybridLow
7 more rows

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What is the best thing to invest right now?

Overview: Best investments in 2024
  1. High-yield savings accounts. Overview: A high-yield online savings account pays you interest on your cash balance. ...
  2. Long-term certificates of deposit. ...
  3. Long-term corporate bond funds. ...
  4. Dividend stock funds. ...
  5. Value stock funds. ...
  6. Small-cap stock funds. ...
  7. REIT index funds.

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Which funds beat the market?

10 funds that beat the S&P 500 by over 20% in 2023
Fund2023 performance (%)5yr performance (%)
MS INVF US Insight52.2634.65
Sands Capital US Select Growth Fund51.376.97
Natixis Loomis Sayles US Growth Equity49.56111.67
T. Rowe Price US Blue Chip Equity49.5481.57
6 more rows
Jan 4, 2024

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Which fund gives highest return?

The mutual fund category most often providing the highest return is small-cap funds. Read on to know the current risks associated. A small-cap mutual fund is by default, most often, the category with the highest returns, especially this year with a massive 51.8 per cent return.

What is the most successful mutual fund? (2024)
Which mutual fund has the highest return in 10 years?

Highest Return Mutual Funds in Last 10 Years
Fund Name5 Years Return10 Years Return
Motilal Oswal Midcap fund (G)26.9%22.6%
Kotak Small Cap fund (G)26.2%22.6%
HSBC Value fund (G)22.4%21.9%
Nippon India Growth Fund (G)25.6%21.2%
16 more rows

Has anyone gotten rich from mutual funds?

Therefore, an investor can also become susceptible to making wrong investment decisions in his eagerness to make a lot of money quickly. So, can a person become rich by investing in mutual funds? Yes, it is possible!

What is the average 10 year return on mutual funds?

Average Mutual Fund Returns
Category2021 Return10-Year
Intermediate-Term Bond-1.48%2.95%
Short-Term Bond0.05%1.96%
5 more rows
Jan 22, 2022

Which mutual fund is safe and highest return?

List of Best Low Risk Mutual Funds in India Ranked by Last 5 Year Returns
  • Quant Multi Asset Fund. ...
  • ICICI Prudential Equity & Debt Fund. ...
  • ICICI Prudential Multi Asset Fund. ...
  • Edelweiss Aggressive Hybrid Fund. ...
  • Baroda BNP Paribas Aggressive Hybrid Fund. ...
  • Mirae Asset Aggressive Hybrid Fund. ...
  • Canara Robeco Equity Hybrid Fund.

What is the best mutual fund for retirees?

The Best Retirement Income Funds of March 2024
FundExpense Ratio
American Funds Tax-Aware Conservative Growth and Income Portfolio (TAIFX)0.68%
Schwab Balanced Fund (SWOBX)0.50%
Vanguard Wellington Fund (VWELX)0.25%
Dodge and Cox Income Fund (DODIX)0.41%
5 more rows
6 days ago

Which mutual fund has the highest 5 year return?

Highest Return Mutual Funds in Last 5 Years
Fund Name3 Years Return5 Years Return
Nippon India Small Cap Fund (G)35.3%30.7%
Quant Active Fund (G)29.2%29.7%
Invesco India PSU Equity Fund (G)36.1%28.8%
ICICI Prudential Infrastructure Fund (G)38.1%28.6%
16 more rows

Should I invest in mutual funds when market is down?

Nobody can predict the market movements. Hence, instead of focusing on timing the market, one should be disciplined and should keep on investing in equity mutual funds irrespective of the market fluctuations. In the long term, these short term fluctuations do not affect your investments.

Should a 70 year old be in the stock market?

Conventional wisdom holds that when you hit your 70s, you should adjust your investment portfolio so it leans heavily toward low-risk bonds and cash accounts and away from higher-risk stocks and mutual funds. That strategy still has merit, according to many financial advisors.

What is the safest investment in a recession?

Treasury Bonds

Investors often gravitate toward Treasurys as a safe haven during recessions, as these are considered risk-free instruments. That's because they are backed by the U.S. government, which is deemed able to ensure that the principal and interest are repaid.

Where can I get 10 percent return on investment?

Summary of the best investments with 10% ROI
  • Private credit.
  • Individual stocks.
  • Real estate.
  • Fine art.
  • Debt.
  • A business.
  • Private startups.
  • Cryptocurrencies.
Jan 4, 2024

What is the oldest best performing mutual fund?

Check out the UTI Mutual Funds AMC Page
Fund NameInception DateAbsolute Returns
Tata Large & Mid Cap Fund (G)31/3/034099.59%
SBI Large & Mid Cap Fund (D)31/3/973835.13%
Franklin India Bluechip Fund (G)1/12/9316127.48%
Franklin India Prima Fund (G)1/12/9314343.52%
3 more rows

Which mutual fund is best to invest in 2024?

Best large cap mutual funds to invest in March 2024:
  • Axis Bluechip Fund.
  • Canara Robeco Bluechip Equity Fund.
  • Mirae Asset Large Cap Fund.
  • Baroda BNP Paribas Large Cap Fund.
  • Edelweiss Large Cap Fund.
3 days ago

Which 5 star mutual funds have 10 year performance?

Five large cap mutual funds that gave the highest return in the past 10 years are Nippon India Large Cap Fund which gave 17.09% returns, followed by Mirae Asset Large Cap Fund with 16.99% return. The other three are ICICI Prudential Bluechip Fund, SBI Bluechip Fund and HDFC Top 100 Fund.

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