What is the most common mutual fund? (2024)

What is the most common mutual fund?

Index funds are popular with investors because they promise ownership of a wide variety of stocks, greater diversification and lower risk – usually all at a low cost. That's why many investors, especially beginners, find index funds to be superior investments to individual stocks.

What is the most popular mutual fund?

Top 25 Mutual Funds
RankSymbolFund Name
1VSMPXVanguard Total Stock Market Index Fund;Institutional Plus
2FXAIXFidelity 500 Index Fund
3VFIAXVanguard 500 Index Fund;Admiral
4VTSAXVanguard Total Stock Market Index Fund;Admiral
21 more rows

What is the most popular type of fund?

Index funds are popular with investors because they promise ownership of a wide variety of stocks, greater diversification and lower risk – usually all at a low cost. That's why many investors, especially beginners, find index funds to be superior investments to individual stocks.

What are the 4 types of mutual funds?

What types of mutual funds are there? Most mutual funds fall into one of four main categories – money market funds, bond funds, stock funds, and target date funds. Each type has different features, risks, and rewards.

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 1, 2024

Which are the top 5 mutual funds?

Summary: Best Mutual Funds
CompanyExpense RatioDividend Yield
The Hartford Short Duration Fund (HSDIX)0.49%3.40%
Vanguard International Growth Fund (VWIGX)0.42%1.03%
Schwab Fundamental International Small Company Index Fund (SFILX)0.39%3.20%
Victory Nasdaq-100 Index Fund (USNQX)0.45%0.55%
6 more rows
Feb 1, 2024

What is the safest mutual fund?

BlackRock Exchange Portfolio (STSEX)

Easily one of the top-rated examples of the safest mutual funds, the BlackRock Exchange Portfolio (MUTF:STSEX) seeks long-term growth of capital and consequent long-term growth of income, per its prospectus.

What are best mutual funds for 2023?

Top 5 small cap mutual funds with highest returns
Top small cap mutual fundsAnnual Returns 2023
Bandhan Small Cap Fund49.48%
Franklin India Smaller Companies Fund49.44%
ITI Small Cap Fund48.54%
Quant Small Cap Fund44.90%
1 more row
Jan 3, 2024

What are the top 10 mutual funds?

Top performing low-fee mutual funds
  • Shelton Nasdaq-100 Index Investor (NASDX)
  • Victory Nasdaq-100 Index (USNQX)
  • VALIC Company I Nasdaq-100 Index (VCNIX)
  • Fidelity Large Cap Growth Index (FSPGX)
  • Schwab U.S. Large-Cap Growth Index (SWLGX)
  • T. ...
  • Fidelity U.S. Sustainability Index Fund (FITLX)

Is the S&P 500 a mutual fund?

Index investing pioneer Vanguard's S&P 500 Index Fund was the first index mutual fund for individual investors.

Is 401k a mutual fund?

A 401(k) is an employer-sponsored, tax-deferred retirement plan. The employer chooses the 401(k)'s investment portfolio, which often includes mutual funds. But a mutual fund is not a 401(k).

Which type of mutual fund gives highest return?

List of High Risk & High Returns in India Ranked by Last 5 Year Returns
  • Invesco India Mid Cap Fund. ...
  • Tata Midcap Growth Fund. ...
  • Kotak Emerging Equity Fund. ...
  • HSBC Midcap Fund. EQUITY Mid Cap. ...
  • UTI Mid Cap Fund. EQUITY Mid Cap. ...
  • Axis Midcap Fund. EQUITY Mid Cap. ...
  • DSP Midcap Fund. EQUITY Mid Cap. ...
  • Mirae Asset Midcap Fund. EQUITY Mid Cap.

How do I choose a mutual fund?

How to choose mutual funds
  1. Decide whether to go active or passive.
  2. Calculate your budget.
  3. Figure out your risk tolerance.
  4. Think about your asset allocation.
  5. Chasing hot-performing funds.
  6. Following a suggestion from family or friends.
  7. Pick the funds with the highest star ratings.
  8. Thinking bonds are too boring.
Jan 2, 2024

Which mutual fund is risk free?

List of Best Low Risk Mutual Funds in India Ranked by Last 5 Year Returns
  • Quant Multi Asset Fund. ...
  • HYBRID Aggressive Hybrid. ...
  • HYBRID Multi Asset Allocation. ...
  • HYBRID Aggressive Hybrid. ...
  • Baroda BNP Paribas Aggressive Hybrid Fund. ...
  • Canara Robeco Equity Hybrid Fund. ...
  • Mirae Asset Aggressive Hybrid Fund. ...
  • Edelweiss Balanced Advantage Fund.

Is it safe to invest in mutual funds in 2023?

Smallcap funds rewarded investors with a 37 percent returns on average in 2023, midcap funds with 32 percent, while largecap funds delivered 20 percent returns on average. On that note, here are the five things that had the most impact on your MF investments in 2023.

What is the oldest best performing mutual fund?

Performance List of oldest mutual funds in India:
Fund NameCategory AverageDate Of Inception
Franklin India Prima Fund (G)20.31%1/12/93
Tata Large & Mid Cap Fund (G)18.92%31/3/03
SBI Magnum Equity ESG Fund16.22%1/1/91
SBI Large & Mid Cap Fund (D)18.92%31/3/97
3 more rows
Aug 21, 2023

What is the largest mutual fund in the US?

10 Largest Mutual Funds by AUM
Mutual fundAssets under management
Vanguard 500 Index Fund Admiral Shares (VFIAX)$851.2 billion
Fidelity 500 Index Fund (FXAIX)$407.6 billion
Vanguard Total International Stock Index Fund Admiral Shares (VTIAX)$354.4 billion
Fidelity Government Money Market Fund (SPAXX)$290 billion
6 more rows
Nov 21, 2023

Who owns Vanguard?

Vanguard set out in 1975 under a radical ownership structure that remains unique in the asset management industry. Our company is owned by its member funds, which in turn are owned by fund shareholders. With no outside owners to satisfy, we focus squarely on meeting the investment needs of our clients.

How safe are mutual funds?

All investments carry some degree of risk and can lose value if the overall market declines or, in the case of individual stocks, the company folds. Still, mutual funds are generally considered safer than stocks because they are inherently diversified, which helps mitigate the risk and volatility in your portfolio.

What is one downside of a mutual fund?

Disadvantages include high fees, tax inefficiency, poor trade execution, and the potential for management abuses.

Is it wise to invest in mutual funds now?

According to experts, you should think about buying mutual funds when their NAV (Net Asset Value) is lower than their unit price. This will assist you to maximise your returns. Additionally, you should think about investing when the markets are at their lowest point. You can then purchase the shares at lower prices.

What is the downside risk of a mutual fund?

What Is Downside Risk? Downside risk is an estimation of a security's potential loss in value if market conditions precipitate a decline in that security's price. Depending on the measure used, downside risk explains a worst-case scenario for an investment and indicates how much the investor stands to lose.

What is average returns on mutual funds?

List of Returns from Moderate Risk Equity Funds
Scheme Name1 Year3 Years
DSPBR Equity Opportunities Fund - Reg (G) 10.67%19.88%26.57%
Franklin India Bluechip Fund (G)12.08%23.30%
ICICI Pru Focused Bluechip Equity Fund (G)23.22%16.98%
Invesco India Equity & Bond Fund (G)13.97%17.48%
6 more rows

Which mutual fund is best for next 5 years?

Best SIP Plans for 5 Years to invest (Hybrid)
FundAUM (In Crs)5 Yr Return (%)
HDFC Balanced Advantage Fund Direct Plan Growth Option₹73349 Cr20.06 %
Edelweiss Aggressive Hybrid Direct Plan Growth Option₹1170 Cr18.64 %
UTI Aggressive Hybrid Fund-Growth - Direct₹5215 Cr16.75 %
2 more rows

Which mutual fund is performing well now?

Fund House Fund Category Fund Rank and Ratios Fund Parameters Investment Parameters Filter
Scheme NamePlan1Y
JM ELSS Tax Saver Fund - Direct Plan - GrowthDirect Plan39.03%
SBI Long Term Equity Fund - Direct Plan - GrowthDirect Plan53.42%
DSP ELSS Tax Saver Fund - Direct Plan - GrowthDirect Plan36.36%
25 more rows

You might also like
Popular posts
Latest Posts
Article information

Author: Kimberely Baumbach CPA

Last Updated: 17/02/2024

Views: 5931

Rating: 4 / 5 (41 voted)

Reviews: 80% of readers found this page helpful

Author information

Name: Kimberely Baumbach CPA

Birthday: 1996-01-14

Address: 8381 Boyce Course, Imeldachester, ND 74681

Phone: +3571286597580

Job: Product Banking Analyst

Hobby: Cosplaying, Inline skating, Amateur radio, Baton twirling, Mountaineering, Flying, Archery

Introduction: My name is Kimberely Baumbach CPA, I am a gorgeous, bright, charming, encouraging, zealous, lively, good person who loves writing and wants to share my knowledge and understanding with you.