Where to find the 5 or 10 year returns for a mutual fund?
What is a good 10 year return on a mutual fund?
Equity Funds with Best Returns in a 10 Years
| Equity Funds | 10-year Return |
|---|---|
| HDFC Equity Fund | 14.76% |
| Reliance Multi Cap Fund | 17.33% |
| Franklin India Prima Fund | 18.25% |
| ICICI Prudential Midcap Fund | 15.91% |
What is average return on mutual funds for 5 years?
Estimated Returns from Various Mutual Funds in India
| Scheme Name | 1 Year | 5 Years |
|---|---|---|
| Franklin India Bluechip Fund (G) | 9.42% | 18.98% |
| ICICI Pru Focused Bluechip Equity Fund (G) | 13.18% | 16.78% |
| Invesco India Dynamic Equity Fund (G) | 13.46% | 15.49% |
| Invesco India Growth Opp Fund (G) | 21.45% | 19.46% |
How do I check my MF return?
How to Calculate your Mutual Funds Returns – SIP and Lumpsum Investments
- Point-to-Point or Absolute Returns. …
- Absolute return = (Present NAV – initial NAV) / initial NAV × 100. …
- Simple Annualised Return. …
- Here is the formula.
- Simple Annualised Return: [(1 + Absolute Rate of Return) ^ (365/number of days)] – 1.
Where can I find mutual fund data?
General Mutual Fund Information Sources
- Investment Company Institute. Provides statistics, background information, and position papers.
- Morningstar.com Mutual Funds. Some information is available for free after a simple registration process.
- SEC EDGAR Mutual Fund Search.
Which mutual fund gives highest return in last 10 years?
10 Mutual Funds That Have Performed Brilliantly in the Last 10 Years
- Reliance Large Cap.
- ICICI Prudential Bluechip Equity Fund.
- Tata Equity P/E Fund.
- HDFC Small Cap Fund.
- Aditya Birla Sun Life Tax Relief 96.
- ICICI Prudential Equity & Debt Fund.
- Mirae Asset India Equity Fund.
- ICICI Prudential Balanced Advantage Fund.
Which mutual fund has highest return in last 5 years?
1) Axis Bluechip Fund Direct-Growth
Axis Bluechip Fund Direct Plan-Growth is an Equity Mutual Fund Scheme launched by Axis Mutual Fund and is the Highest Return Mutual Fund in Last 5 Years.
How do I trace old mutual funds?
The first step in tracing your lost mutual fund investment is to check your email account. At the time of investing, the mutual fund companies send an account statement. It contains important details about your investment including, the folio number, residential address, bank account number, and other related details.
How much return in SIP for 10 years?
Similarly, in last 10 years, SIP investors have got around 25.65 per cent annual return on their money whereas this mutual fund scheme has given more than 290 per cent absolute return to its SIP investors in last 10 years.
Which SIP is best for 10 years?
What are the Best SIPs to Invest in for 10 Years?
- Aditya Birla Sun Life Digital India Fund. …
- Franklin India Technology Fund. …
- ICICI Prudential Technology Fund. …
- PGIM India Global Agribusiness Offshore Fund. …
- SBI Technology Opportunities Fund. …
- TATA Digital India Fund.
Which type of mf gives highest return?
List of High Risk & High Returns in India Ranked by Last 5 Year Returns
- Axis Midcap Fund. Consistency. …
- HDFC Small Cap Fund. Consistency. …
- Invesco India Mid Cap Fund. Consistency. …
- UTI Mid Cap Fund. Consistency. …
- Tata Midcap Growth Fund. Consistency. …
- DSP Midcap Fund. Consistency. …
- L&T Midcap Fund. Consistency. …
- Mirae Asset Midcap Fund. N.A.
Which mutual fund is best for 5 years?
10 Mutual Funds That Tripled Wealth in 5 Years
- Reliance Small Cap Fund. …
- HDFC Small Cap Fund – Direct – Growth. …
- Mirae Asset Emerging Bluechip Fund – Direct – Growth. …
- Principal Emerging Bluechip Fund – Direct – Growth. …
- HDFC Mid-Cap Opportunities Fund – Direct – Growth. …
- Axis Long Term Equity Fund – Direct – Growth.
What is the safest mutual fund?
Bond Mutual Funds
The three types of bond funds considered safest are government bond funds, municipal bond funds, and short-term corporate bond funds.
Where can I invest for high returns?
Now, let us take a quick understanding of each of the best investment options with high returns in India 2022 one by one:
- Unit Linked Insurance Plan (ULIP) …
- Public Provident Fund (PPF) …
- Mutual Fund. …
- Bank Fixed Deposits. …
- National Pension Scheme (NPS) …
- Senior Citizen Savings Scheme. …
- Direct Equity. …
- Real Estate Investment.
How do you find your 5 return on investment?
There’s no totally safe way to earn 5% consistently.
- Checking. A transactional account that allows for numerous withdrawals and unlimited deposits. …
- Savings. A bank account that keeps your money safe and secure, while paying you interest.
- MMA. …
- CD. …
- 401K. …
- Brokerage. …
- REIT. …
- Robo Advisor.
What is safest investment with highest return?
1. High-Yield Savings Accounts. The high-yield savings account is pretty much the gold standard of safe investments, offering you strong returns given the total absence of risk.
Where can I invest 50000 for 1 year?
Here are a few of the best short-term investments to consider that still offer you some return.
- High-yield savings accounts. …
- Short-term corporate bond funds. …
- Money market accounts. …
- Cash management accounts. …
- Short-term U.S. government bond funds. …
- No-penalty certificates of deposit. …
- Treasurys. …
- Money market mutual funds.
How can I make 50k passive income?
15 Ways to Make $50,000 a Year In Passive Income
- Invest in real estate.
- Purchase shares in dividend stocks.
- Peer-to-peer lending.
- Write a book.
- Start or buy a blog.
- Start a drop shipping business.
- Sell online courses.
- Buy a business.
How can I hide money from the IRS?
Foreign or “offshore” bank accounts are a popular place to hide both illegal and legally earned income. By law, any U.S. citizen with money in a foreign bank account must submit a document called a Report of Foreign Bank and Financial Accounts (FBAR) [source: IRS].