Mutual funds that outperform s&p? (2024)

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.

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Which mutual funds outperform the S&P 500?

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.

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What fund mimics S&P 500?

What's the best S&P 500 ETF?
ETFTickerAnnualized 5-year return
Vanguard S&P 500 ETFVOO15.65%
iShares Core S&P 500 ETFIVV12.48%
SPDR S&P 500 ETF TrustSPY12.36%
Jan 2, 2024

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Which mutual funds beat the index?

Schemes that outpaced the benchmark index
Focused funds5-year-return (%)Benchmark index (%)
360 ONE Focused Equity Fund22.2117.61
Franklin India Focused Equity Fund18.0317.45
HDFC Focused 30 Fund18.9617.45
ICICI Prudential Focused Equity Fund19.0417.61
2 more rows
1 day ago

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Is it possible to outperform S&P 500?

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.

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Do any funds consistently beat the S&P 500?

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."

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How many mutual fund managers 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.

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Which 5 star mutual funds have 10 year performance?

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.

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What are the top rated mutual funds in 2023?

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.

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Which ETF has the best 10 year return?

Best Performing ETFs Over the Last 10 Years
Ticker10-Year Performance
1SMH824.3%
2XLK514.2%
3IXN434%
4IWY340.4%
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Jan 17, 2024

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Which mutual fund has the best performance?

Best-performing U.S. equity mutual funds
TickerName5-year return (%)
GSLLXGoldman Sachs Flexible Cap Investor16.78
USBOXPear Tree Quality Ordinary16.76
GQEPXGQG Partners US Select Quality Eq Inv16.75
FGRTXFidelity® Mega Cap Stock16.74
3 more rows
Jan 2, 2024

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Which mutual fund gives highest return in 1 year?

4. Money Market Funds
Scheme NameNAV DirectReturn 1 Year (%) Direct
Franklin India Savings Fund41.453.86
HDFC Money Market Fund4,649.964.05
ICICI Prudential Money Market Fund306.583.93
IDFC Money Manager Fund34.883.76
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Mutual funds that outperform s&p? (2024)
Which mutual fund has highest return?

List of High Return Funds to Invest
  • 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.

Has Warren Buffett outperformed the S&P?

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.

How much would $1000 invested in the S&P 500 in 1980 be worth today?

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%.

Which sectors outperform S&P?

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 ...

Should a financial advisor beat the S&P 500?

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.

What is the best mutual fund in the last 10 years?

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%.

Should I invest in VOO or SCHD?

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.

Do actively managed funds outperform index funds?

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.

What percent of investors beat sp500?

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.

What if I invest $10,000 in mutual funds for 10 years?

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.

What is the oldest best performing mutual fund?

Check out the UTI Mutual Funds AMC Page
Fund NameInception DateAbsolute Returns
Tata Large & Mid Cap Fund (G)31/3/034099.59%
SBI Large & Mid Cap Fund (D)31/3/973835.13%
Franklin India Bluechip Fund (G)1/12/9316127.48%
Franklin India Prima Fund (G)1/12/9314343.52%
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Which mutual fund is best for 20 years?

Best SIP Plan For 20 years
  • 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.
Dec 26, 2023

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