Mutual funds that outperform s&p?
U.S. Equity Research is a Morningstar five-star gold-medal fund. It has no load and charges a low, 0.45% annual fee. Year to date, it's up 18.6%, versus the S&P 500's 15.5% gain. The fund beats the broad market and its Morningstar peers on a one-, three-, and five-year annualized basis.
U.S. Equity Research is a Morningstar five-star gold-medal fund. It has no load and charges a low, 0.45% annual fee. Year to date, it's up 18.6%, versus the S&P 500's 15.5% gain. The fund beats the broad market and its Morningstar peers on a one-, three-, and five-year annualized basis.
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% |
Focused funds | 5-year-return (%) | Benchmark index (%) |
---|---|---|
360 ONE Focused Equity Fund | 22.21 | 17.61 |
Franklin India Focused Equity Fund | 18.03 | 17.45 |
HDFC Focused 30 Fund | 18.96 | 17.45 |
ICICI Prudential Focused Equity Fund | 19.04 | 17.61 |
“I don't think individual investors or money managers can generally outperform the S&P 500,” said Ted Jenkin, a certified financial planner and the CEO and founder of oXYGen Financial, a financial advisory and wealth management firm based in Atlanta.
MarketWatch spotlights VanEck Morningstar Wide Moat ETF (MOAT), consistently outperforming the S&P 500 by targeting companies with long-term competitive advantages or "economic moats."
Less than 10% of active large-cap fund managers have outperformed the S&P 500 over the last 15 years.
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.
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.
Which mutual fund has the best performance?
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 |
Scheme Name | NAV Direct | Return 1 Year (%) Direct |
---|---|---|
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 |
IDFC Money Manager Fund | 34.88 | 3.76 |
- ICICI Prudential BHARAT 22 FOF Direct Growth. ...
- Quant Small Cap Fund Growth Option Direct Plan. ...
- Nippon India Small Cap Fund - Direct Plan - Growth Plan. ...
- HSBC Small Cap Fund Fund Direct Growth. ...
- HDFC Small Cap Fund-Direct Growth Option. ...
- Motilal Oswal Midcap Direct Growth.
Berkshire has a history of outperforming the S&P 500 during recessions, and performing especially well during bear markets, according to data from Bespoke Investment Group. Since 1980, Berkshire shares have beat the broader market over the course of six recessions by a median of 4.41 percentage points.
In 1980, had you invested a mere $1,000 in what went on to become the top-performing stock of S&P 500 (^GSPC 0.08%), then you would be sitting on a cool $1.2 million today. That equates to a total return of 120,936%.
At the other end of the spectrum, the information technology sector, which makes up about 29% of the S&P 500, is the best-performing sector in 2023, with an annual return of 56.8%, followed by the communication services sector's 55.1% and the consumer discretionary sector's 41.9% advance over the same period, according ...
Putting Your Money in the S&P 500 Will Make You More Money
Simply putting all of your money into the S&P 500 index ETF, SPY, and forgetting about it will almost always yield higher returns than paying a financial advisor for advice. The S&P 500 beats most financial advisor portfolios most of the time.
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%.
SCHD - Performance Comparison. In the year-to-date period, VOO achieves a 1.72% return, which is significantly higher than SCHD's 1.04% return. Over the past 10 years, VOO has outperformed SCHD with an annualized return of 12.58%, while SCHD has yielded a comparatively lower 11.58% annualized return.
Index funds seek market-average returns, while active mutual funds try to outperform the market. Active mutual funds typically have higher fees than index funds. Index fund performance is relatively predictable; active mutual fund performance tends to be less so.
What percentage of traders beat the S&P 500?
Just 2% of large-cap core funds have beaten the S&P 500 since 1993 | TEBI.
From 2010 through 2021, anywhere from 55 percent to 87 percent of actively managed funds that invest in S&P 500 stocks couldn't beat that benchmark in any given year. Compared with that, the results for 2022 were cause for celebration: About 51 percent of large-cap stock funds failed to beat the S&P 500.
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.
Fund Name | Inception Date | Absolute Returns |
---|---|---|
Tata Large & Mid Cap Fund (G) | 31/3/03 | 4099.59% |
SBI Large & Mid Cap Fund (D) | 31/3/97 | 3835.13% |
Franklin India Bluechip Fund (G) | 1/12/93 | 16127.48% |
Franklin India Prima Fund (G) | 1/12/93 | 14343.52% |
- HDFC Flexi Cap Fund. ...
- Quant Tax Plan- Direct-Growth Fund. ...
- Axis Blue-chip Fund Direct Plan-Growth. ...
- Mirae Asset Emerging Blue-chip Fund Direct-Growth. ...
- Canara Robeco Emerging Equities Fund. ...
- Sundaram Midcap Fund. ...
- Nippon India Growth Fund. ...
- ICICI Prudential Gilt Fund Direct-Growth Plan.
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