Miscellaneous

What is the best performing mutual fund for the last 5 years?

by Author

What is the best performing mutual fund for the last 5 years?

Large-Company Stock Funds – 5 years

FUND NAME SYMBOL 5-YR RETURN
Morgan Stanley Multi Cap Growth A CPOAX 37.75\%
Morgan Stanley Instl Growth Portfolio A MSEGX 34.98
RidgeWorth Aggressive Growth Stock A SAGAX 33.99
Transamerica Capital Growth A IALAX 33.85

Which mutual fund gives best returns?

  1. Axis Bluechip Fund (Large-Cap)
  2. Canara Robeco Bluechip Equity Fund (Large-Cap)
  3. PGIM India Mid-Cap Opportunities Fund.
  4. Axis Mid-Cap Fund.
  5. Nippon India Small-Cap Fund.
  6. SBI Small-Cap Fund.
  7. Parag Parikh Flexi-Cap Fund.
  8. PGIM India Flexi-Cap Fund.

Which mutual fund is best for 1 year?

Top Performing Funds (based on one year returns)

Category Top Performer 1 yr
Childrens HDFC RSF – Equity Plan – DP (G) 70.80
Conservative Hybrid ABSL Regular Savings Fund (G) 28.40
Contra SBI Contra Fund – Direct (G) 90.70
Dynamic Bond SBI Dynamic Asset Allocation Fund-DP (D) 31.10
READ:   How long does it take to reach a state of flow?

What is the best mutual fund?

Top Fidelity Funds

  • Top Rated Small Cap Funds
  • Top Rated Bond Only Funds
  • Top Janus Funds
  • Top Oppenheimer Funds
  • Top Vanguard Funds
  • Top Asset Allocation Funds
  • Top Rated Large Cap Funds
  • Top Rated Value Funds
  • Top Equity Only Funds

    • How to invest in mutual funds?

    1. Decide on Your Mutual Fund Investment Goals. What financial goals would you like to reach by investing in mutual funds? Are your goals only a few

  • 2. Pick the Right Mutual Fund Strategy.
  • 3. Research Potential Mutual Funds.
  • 4. Open an Investment Account.
  • 5. Purchase Shares of Mutual Funds.

    • What are mutual funds?

    A mutual fund is a way for investors to pool their money together to buy securities like stocks and bonds.

  • Some mutual funds are actively managed while others are passively managed.
  • Passively managed funds aim to track the market through the performance of a market index like the S&P 500.
    • READ:   Do banks hire traders?

    What is mutual fund investing?

    A mutual fund is an investment security type that enables investors to pool their money together into one professionally managed investment. Mutual funds can invest in stocks, bonds, cash and/or other assets.

    https://www.youtube.com/watch?v=S8SJhK4m2GA