Table of Contents
What are the highest performing mutual funds?
Best-performing U.S. equity mutual funds as of April 2021
Symbol | Fund | Fund performance (5-year return) |
---|---|---|
BRSVX | Bridgeway Small-Cap Value | 17.19% |
BRSIX | Bridgeway Ultra-Small Company Market | 18.8% |
DFSVX | DFA US Small Cap Value I | 12.44% |
MSVZX | MassMutual Select Small Company Val I | 14.34% |
What is Fidelity’s largest mutual fund?
Fidelity 500 Index Fund
As of September 1, 2021 the largest investment fund owned by Fidelity Investments was the Fidelity 500 Index Fund. The mutual fund held net assets under management (AUM) of approximately 365 billion U.S. dollars at this time….
Fund name | Net assets in billion U.S. dollars |
---|---|
– | – |
Which is the most aggressive mutual fund?
What you should be aware of regarding aggressive growth funds
Name of fund | Expense ratio (in %) | Net assets (in crore) |
---|---|---|
Canara Robeco Emerging Equities Fund – Regular Plan | 2.25 | 3,559 |
Aditya Birla Sun Life Pure Value Fund | 2.34 | 3,372 |
HDFC Mid-Cap Opportunities Fund | 2.13 | 19,339 |
Edelweiss Mid Cap Fund – Regular Plan | 2.34 | 669 |
Which is the best mutual fund in 2020?
Top 10 Mutual Funds in India 2020
- ICICI Prudential Focused Bluechip Equity Fund.
- Aditya Birla Sun Life Small & Midcap Fund.
- Tata Equity PE Fund.
- HDFC Monthly Income Plan – MTP.
- L Tax Advantage Fund.
- SBI Nifty Index Fund.
- Kotak Corporate Bond Fund.
- Canara Robeco Gilt PGS.
Which bank has best mutual funds?
2. Top Sectoral Banking Mutual Funds
Fund | 3-Year Returns | 5-Year Returns |
---|---|---|
Axis Banking & PSU Debt Fund Growth | 9.22% | 8.68% |
DSP Banking & PSU Debt Fund Regular Growth | 8.73% | 8.60% |
ICICI Prudential Banking and PSU Debt Fund Growth | 8.06% | 8.58% |
SBI Banking and PSU Fund Regular Plan Growth | 9.07% | 8.44% |
Which is the best aggressive growth mutual fund?
We have selected four best-performing aggressive growth mutual funds that investors can consider adding to your portfolio. These funds either carry a Zacks Mutual Fund Rank #1 (Strong Buy). Moreover, these funds have provided encouraging three-year annualized returns. Additionally, the minimum initial investment is within $5000.
Which is a high risk type of mutual fund?
High Risk: Growth funds are a high-risk investment instrument as their performance heavily depends on volatile stock market conditions. All mutual funds come in 2 variants – growth and dividend. The growth option gives returns in the form of rising values of mutual fund units.
What kind of returns does a growth mutual fund get?
All mutual funds come in 2 variants – growth and dividend. The growth option gives returns in the form of rising values of mutual fund units. In tax terms, this translates into long term capital gains and short term capital gains. The dividend option gives returns by paying periodic dividends.
Is there capital gain tax on high risk mutual funds?
However, if the funds are held for a period of more than 12 months, a long-term capital gain tax of 10% is applicable if the earnings are more than 1 lakh INR. Who Are These Funds Suited For? High risk mutual funds are suitable for savvy investors who understand the market and seek to earn higher returns by taking comparatively higher risks.