Question: What Is The Average Return On Mutual Funds For The Last 20 Years?

What is the average mutual fund return over the last 20 years?

Time Period (ending Dec.

31, 2014)Average Equity Fund Investor ReturnAverage Fixed-Income Fund Investor5 years10.19%1.21%10 years5.26%0.69%20 years5.19%0.80%30 years3.79%0.72%2 more rows•Nov 1, 2015.

What is the average return on mutual funds?

Good Average Annual Return for a Mutual Fund For stock mutual funds, a “good” long-term return (annualized, for 10 years or more) is 8%-10%. For bond mutual funds, a good long-term return would be 4%-5%.

What is the average stock market return over 30 years?

If you have 30 years, you only need a rate of return of 11.92% per year. A good rate of return on your investment is one that beats the S&P 500 index – which we know has an average return of nearly 10%.

What will 10000 be worth in 20 years?

How much will an investment of $10,000 be worth in the future? At the end of 20 years, your savings will have grown to $32,071.

Which is better FD or MF?

A Fixed Deposit offers pre-decided returns which do not change throughout the tenure of investments whereas Mutual Funds offer better returns on long-term investments as they are market-linked. Longer the tenure of investment, better the returns from Mutual Funds.

What happens to mutual funds if the market crashes?

The stock market has always recovered from crashes and bear markets, then gone on to set new record highs. Mutual fund investors lose money in a bear market if they sell shares when the market is down. Those who don’t panic over falling prices have typically seen their investments recover and move higher.

Which mutual fund is best for 10 years?

DSP BlackRock World Gold Fund.Aditya Birla Sun Life Digital India Fund.ICICI Prudential Technology Fund.SBI Banking & Financial Services Fund.Mirae Asset Emerging Bluechip Fund.ICICI Prudential US Bluechip Equity Fund.Axis Focused 25 Fund.IIFL Focused Equity Fund.More items…•

Which mutual fund is best for next 20 years?

Read more news onAxis Long Term Equity Fund Growth.SBI Focused Equity Fund Growth.ABSL Money Manager Fund.Invesco Growth Opportunities Fund.Mirae Emerging Bluechip Fund.Mutual Fund funds.SIP.

Can you lose money in mutual funds?

With mutual funds, you may lose some or all of the money you invest because the securities held by a fund can go down in value. Dividends or interest payments may also change as market conditions change.

Why mutual funds are bad?

However, mutual funds are considered a bad investment when investors consider certain negative factors to be important, such as high expense ratios charged by the fund, various hidden front-end and back-end load charges, lack of control over investment decisions, and diluted returns.

Which MF gives highest return?

Aditya Birla Sun Life Frontline Equity Fund. MultiCap Funds. 4.58% 10.03% Invest.L&T India Value Fund. Balanced Funds. 2.56% 10.33% Invest.Mirae Asset Emerging Bluechip Fund. Balanced Funds. 10.33% 17.51% Invest.Kotak Standard Multicap Fund. Balanced Funds. 6.32% 12.45% Invest.Axis Focused 25 Fund. Balanced Funds. 12.1% 16.44%

Which mutual fund is best for 5 years?

Best SIP Plans for 5 Years in Equity FundsAxis Bluechip Fund Monthly SIP Plan. This is an open-ended equity scheme with a track record of outperformance. … ICICI Prudential Blue chip Fund. … SBI Blue chip Fund. … Mirae Asset Large Cap Fund. … SBI Multicap Fund.