Mutual funds that beat s&p?
Rowe Price U.S. Equity Research fund (ticker: PRCOX) is in this exclusive club, having bested—along with a team of about 30 research analysts—the S&P 500 index for the past five years on an annualized basis. U.S. Equity Research is a Morningstar five-star gold-medal fund.
Rowe Price U.S. Equity Research fund (ticker: PRCOX) is in this exclusive club, having bested—along with a team of about 30 research analysts—the S&P 500 index for the past five years on an annualized basis. U.S. Equity Research is a Morningstar five-star gold-medal fund.
With 35.08 per cent annualised returns in the three years, Motilal Oswal Nifty Smallcap 250 Index Fund Direct - Growth tops the list of index mutual funds.
Do mutual funds outperform the stock market? The study found that most actively managed mutual funds do worse than their benchmark index during most calendar years and over the long run. Notably, low-cost stock and bond index funds generally offer more predictable returns and lower costs than actively-managed funds.
ETF | Ticker | Annualized 5-year return |
---|---|---|
Vanguard S&P 500 ETF | VOO | 15.65% |
iShares Core S&P 500 ETF | IVV | 12.48% |
SPDR S&P 500 ETF Trust | SPY | 12.36% |
Company | Sector | 5 Year Total Return |
---|---|---|
Fair Isaac (FICO) | 🖥️ Information Technology | 448% |
Quanta Services (PWR) | 🏭 Industrials | 445% |
Eli Lilly and Co (LLY) | 🚑 Health Care | 440% |
Axon Enterprise (AXON) | 🏭 Industrials | 429% |
Fund Name | 3 Years Return | 5 Years Return |
---|---|---|
Quant Multi Asset Fund (G) | 29.2% | 24.5% |
Nippon India Growth Fund (G) | 29.1% | 24.4% |
ICICI Prudential Technology Fund (G) | 19.4% | 24.4% |
Invesco India PSU Equity Fund (G) | 34.6% | 24.2% |
Scheme Name | NAV Direct | Return 1 Year (%) Direct |
---|---|---|
Edelweiss Money Market Fund | 25.25 | 3.78 |
Franklin India Savings Fund | 41.45 | 3.86 |
HDFC Money Market Fund | 4,649.96 | 4.05 |
ICICI Prudential Money Market Fund | 306.58 | 3.93 |
These include JM Value Fund, Nippon India Value Fund and Aditya Birla Sun Life Pure Value Fund and Axis Value Fund. Some multi cap mutual funds gave returns as high as 38-40 percent which include HDFC Multi Cap Fund, Kotak Multicap Fund, ITI Multi Cap Fund and Nippon India Multi Cap Fund.
Among 2023′s best-performing funds: Baron Fifth Avenue Growth BFTIX, up 57.9%, and Fidelity Blue Chip Growth ETF FBCG, up 57.2%. Gains in both funds were fueled by the massive rally in Nvidia NVDA, which surged 230% this year. Meanwhile, value funds—especially small value—flipped to worst from best.
What percent of investors beat the S&P 500?
Less than 10% of active large-cap fund managers have outperformed the S&P 500 over the last 15 years. The biggest drag on investment returns is unavoidable, but you can minimize it if you're smart.
Although it is very difficult, the market can be beaten. Every year, some managers boast better numbers than the market indices. A small fraction even manages to do so over a longer period. Over the horizon of the last 20 years, less than 10% of U.S. actively managed funds have beaten the market.
Commonly called the S&P 500, it's one of the most popular benchmarks of the overall U.S. stock market performance. Everybody tries to beat it, but few succeed.
Five large cap mutual funds that gave the highest return in the past 10 years are Nippon India Large Cap Fund which gave 17.09% returns, followed by Mirae Asset Large Cap Fund with 16.99% return. The other three are ICICI Prudential Bluechip Fund, SBI Bluechip Fund and HDFC Top 100 Fund.
S&P 500 ETFs are exchange-traded funds that passively track this influential U.S. large-cap index. Three of the most popular ETFs that track the S&P 500 are offered by State Street (SPDR), Vanguard (VOO), and iShares (IVV). Index ETFs tend to have lower expense ratios compared to the industry average.
Since 1985, the Fidelity Contrafund has outperformed the S&P 500 by an impressive 225 basis points (CAGR: 13.17% vs 10.92%) with the same level of volatility. Hence, it's offered investors a higher rate of risk adjusted returns (SHARPE: 0.69 vs 0.55) with less market correlation (0.93 vs 0.99).
Since the index hit its latest low in October 2022, seven stocks — Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla — have collectively risen nearly 117 percent, far outpacing the performance of the other 493 companies in the S&P 500. Together, these stocks have become known as the “Magnificent Seven.”
Stock Symbol | Market Price Rs | 52-Week High |
---|---|---|
ITC | 379.20 | 394.00 |
M&M | 1,172.00 | 1,397.00 |
BRITANNIA | 4,301.85 | 4,669.20 |
NTPC | 177.90 | 182.95 |
Basic Info. S&P 500 10 Year Return is at 158.1%, compared to 152.9% last month and 169.2% last year. This is higher than the long term average of 113.8%.
Ticker | Name | 5-year return (%) |
---|---|---|
GSLLX | Goldman Sachs Flexible Cap Investor | 16.78 |
USBOX | Pear Tree Quality Ordinary | 16.76 |
GQEPX | GQG Partners US Select Quality Eq Inv | 16.75 |
FGRTX | Fidelity® Mega Cap Stock | 16.74 |
Which mutual fund gives 20 percent return?
HDFC Mid-Cap Opportunities Fund, the largest scheme in the mid cap category based on assets managed, gave 22.90%. However, Taurus Discovery (Midcap) Fund, the smallest scheme in the mid cap category based on assets managed, gave more than 20%. The scheme offered 20.89%.
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%.
If you were to stay invested for a shorter duration, say 20 years, you'd invest Rs 2,40,000, but your portfolio value would be Rs 9.89 lakh. A decade-long investment of Rs 1,000 per month would equal Rs. 2,30,038, as compared to Rs. 1,20,000 invested over the same period.
We will use the lumpsum calculator to figure out the estimated returns. If the investor wants to use his Rs. 10,000 for wealth creation and has a high-risk appetite, he can triple his investment in 10 years. If he wants to keep a balance between equity and debt, he can still double his investment.
- Canara Robeco Bluechip Equity Fund.
- Mirae Asset Large Cap Fund.
- Parag Parikh Flexi Cap Fund.
- UTI Flexi Cap Fund.
- Axis Midcap Fund.
- Kotak Emerging Equity Fund.
- Axis Small Cap Fund.
- SBI Small Cap Fund.
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