How much mutual fund returns in 10 years? (2024)

How much mutual fund returns in 10 years?

For the top 20 funds, the average 10-year annualized return was 20.83%. For comparison, the S&P 500's annualized return for the same decade was about 12.39% . For the full list of the top 20 mutual funds of 2013 to 2023, scroll through the cardshow below.

What is a good 10 year return on a mutual fund?

How much can a mutual fund make in 10 years?

What if I invest $1,000 in mutual funds for 10 years?

(You must convert the rate of return to the monthly figure through dividing by 12). You also have n = 10 years or 120 months. FV = Rs 1,84,170. So, the future value of a SIP investment of Rs 1,000 per month for 10 years at an estimated rate of return of 8% is Rs 1,84,170.

What is average return in SIP for 10 years?

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

Mutual Fund SIP calculator shows a regular monthly SIP of ₹10,000 in Nippon India Small Cap Fund in ten years could have made investors millionaires. It has given 25.96 % annualised returns in ten years. The calculator shows that a monthly SIP of ₹10,000 in this fund could have grown to approx. ₹57,53,702 in ten years.

What if I invest $1,000 a month in mutual funds for 20 years?

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.

How much money do I need to invest to make $3000 a month?

$3,000 X 12 months = $36,000 per year. $36,000 / 6% dividend yield = $600,000. On the other hand, if you're more risk-averse and prefer a portfolio yielding 2%, you'd need to invest $1.8 million to reach the $3,000 per month target: $3,000 X 12 months = $36,000 per year.

How much money do I need to invest to make $4000 a month?

Too many people are paid a lot of money to tell investors that yields like that are impossible. But the truth is you can get a 9.5% yield today--and even more. But even at 9.5%, we're talking about a middle-class income of $4,000 per month on an investment of just a touch over $500K.

How much will $10,000 be worth in 20 years?

What if I invest $5,000 in SIP for 10 years?

The SIP calculator shows that a monthly investment of Rs 5000 in the direct plan of this scheme would have grown to approx. Rs 27.7 lakh in 10 years. Monthly SIP of Rs 5000 in the regular plan would have grown to approx. Rs 24.8 lakh in 10 years.

Which mutual fund has a 20% return?

HSBC Midcap Fund gave 20.20% in the 10-year horizon. Four schemes from Quant Mutual Fund offered more than 20% in the 10-year horizon. Two schemes from SBI Mutual Fund, Kotak Mutual Fund, and HDFC Mutual Fund offered over 20% during the same time period. Note, the above exercise is not a recommendation.

Can you double your money in 10 years?

If your goal is to double your invested sum in 10 years, you should invest in a manner to earn around 7% every year. Rule of 72 provides an approximate idea and assumes one time investment.

How to get 1 cr in 10 years?

Which SIP gives 40% return?

What if I SIP 30000 per month for 5 years?

You aim to have ₹20 lakhs in 5 years and can invest ₹30,000 every month. With an expected annual return of 10%, you plug these numbers into the SIP calculator. This means your investment has grown significantly, reaching a maturity value of ₹23.42 lakhs.

How much can 10k grow in 10 years?

Is 25k SIP good?

If top equity funds give on an average expected return 15 – 20% over the next 10 years, you can accumulate a corpus of Rs 70 – 90 lacs, with your Rs 25000 SIP.

How much to invest monthly to become a millionaire in 10 years?

Now, let's consider how our calculations change if the time horizon is 10 years. If you are starting from scratch, you will need to invest about $4,757 at the end of every month for 10 years. Suppose you already have $100,000. Then you will only need $3,390 at the end of every month to become a millionaire in 10 years.

What happens if I invest 20000 a month in SIP for 10 years?

Upon the investment and year mentioned above, one can conclude that the investor, who invested 20000 per month for 10 years, generates an income of INR 47 lakh. Therefore, it means he invested INR 24 lakh in the first ten years and earned around INR 48 lakh, twice the amount of the original investment in 10 years.

What is the 50 30 20 rule?

The 50-30-20 rule recommends putting 50% of your money toward needs, 30% toward wants, and 20% toward savings. The savings category also includes money you will need to realize your future goals. Let's take a closer look at each category.

How much will I have if I invest $500 a month for 10 years?

How to make 3k in a week?

How much money do I need to invest to become a millionaire in 5 years?

Let's say you want to become a millionaire in five years. If you're starting from scratch, online millionaire calculators (which return a variety of results given the same inputs) estimate that you'll need to save anywhere from $13,000 to $15,500 a month and invest it wisely enough to earn an average of 10% a year.

How to passively make $5,000 a month?