Mutual Fund Returns | Best Performing Mutual Funds (2024)

FAQs

Mutual Fund Returns | Best Performing Mutual Funds? ›

No. 1 on the list is the ProFunds Semiconductor UltraSector Fund, which yielded 29.21% over the past decade. In second place is the Direxion Monthly NASDAQ-100 Bull 1.75X Fund, with 28.16%. And the bronze medal goes to the Rydex NASDAQ-100 2x Strategy Fund, which yielded 26.58%.

No. 1 on the list is the ProFunds Semiconductor UltraSector Fund, which yielded 29.21% over the past decade. In second place is the Direxion Monthly NASDAQ-100 Bull 1.75X Fund, with 28.16%. And the bronze medal goes to the Rydex NASDAQ-100 2x Strategy Fund, which yielded 26.58%.

Other mutual fund schemes which gave over 20 percent return in the past half a decade include Aditya Birla Sun Life Flexi Cap Fund, DSP Flexi Cap Fund, Franklin India Flexi Cap Fund, HSBC Flexi Cap Fund and Parag Parikh Flexi Cap Fund.

The Needham Aggressive Growth Retail fund beat the S&P 500 index over the past one-, three-, five- and 10-year periods. Its 10-year average return was 12.78%. Barr likes companies with a profitable legacy business that can support an investment in a new thing that will pay off down the road.

An ETF could be more suitable for you.

You can buy a Vanguard ETF for as little as $1. Non-Vanguard ETFs can be purchased for as little as the cost of one share. A mutual fund may not be a suitable investment. Mutual fund minimum initial investments aren't based on the fund's share price.

Choose the right fund

Equity Funds may offer higher returns over the long term, while Debt Funds provide stability. Consider diversifying your portfolio with a mix of Equity and Debt Funds for a balanced growth.

Which mutual funds give 30% return? ›

JM Flexicap Fund Direct Plan Growth

Fund Performance: The JM Flexicap Fund has given 30.11% annualized returns in the past three years and 29.84% in the last 5 years. The JM Flexicap Fund comes under the Equity category of JM Financial Mutual Funds.

Fidelity Select Software & IT Services (FSCSX, $18.45) has not only survived the Crash of 1987, the Tech Wreck of 2000-02 and the Great Recession, but it has emerged as the top-performing fund since inception.

Ramsey often recommends allocating investments into four types of mutual funds: growth, growth and income, aggressive growth, and international funds. This diversification strategy helps protect against market volatility and ensures a balanced approach to retirement savings.

Long-term investment

As mentioned earlier, longer the tenure, the higher the returns. What if the SIP were continued for a decade i.e., 10 years? Then the investment would have grown to ₹30.32 lakh. And in 15 years' time, the investment would have swelled to ₹69.37 lakh by making an investment of ₹18 lakh via SIPs.

A 10% return on a mutual fund can be considered good, especially if it aligns with the investor's financial goals and risk tolerance. However, individual expectations and market conditions play a significant role in determining what is considered satisfactory.

Quant Flexi Cap Fund

The fund gave the highest return of 36.98% over the past five years.

The U.S. stock market is considered to offer the highest investment returns over time. Higher returns, however, come with higher risk. Stock prices typically are more volatile than bond prices. Stock prices over shorter time periods are more volatile than stock prices over longer time periods.