nanaxqr.blogg.se - Best performing mutual funds of 2013

Fund objective: The basic objective of Franklin India Prima Fund is giving medium to long term gains on capital along with income.Final view: In the ELSS category, this is one of the star performing mutual funds and holds a 3 star rating.For this fund, the returns have been highest for 10 years. Fund performance and risk ratios: Since the time of its inception, this mutual fund scheme has given 21% annualised returns and has clearly outperformed.

The mutual fund scheme has an exposure to debentures, PSU bonds and money market instruments and it invests in equities.

Fund objective: Franklin India Taxshield Fund is a scheme that aims at medium to long term capital growth with the added benefit of income tax rebate.

Here’s a list of top 10 mutual funds with best average return in the last 20 years: 1. List of top 10 mutual funds with best average return in the last 20 years

Next, out of the mutual funds shortlisted in the first step, we further shortlist the schemes that have given a good performance and have given over 12% annualised return since they were launched.

Funds launched before 2020 have completed 20 years in the market and fit our basic criteria.

Let us now have a look at the criteria we have used to identify the top mutual funds that have given the best results in the last 20 years. Find here, the average return on the best MF schemes over the last 2 decades. If you are an investor and are interested in knowing about the mutual funds that have been giving the best returns in the last 20 years, continue reading this.

List of top 10 mutual funds with best average return in the last 20 yearsĬriteria to identify the mutual funds with the best average return.

Criteria to identify the mutual funds with the best average return.

If a stock booms in buoyant market conditions and crashes when the market is bleak, it can potentially lead you to losses. To view the Zacks Rank and past performance of all utilities mutual funds, investors can click here to see the complete list of funds.īy applying the Zacks Rank to mutual funds, investors can find funds that not only outpaced the market in the past but are also expected to outperform going forward.Ideally, an investment scheme is considered good if it performs well in both bear and bull market situations. The utilities mutual fund has a three year annualized return of 12.59%.ĭouglas Simmons is the fund manager and has managed this utilities mutual fund since 2006. It purchases both domestic and foreign securities. The utilities mutual fund has a three year annualized return of 12.95%.Īs of August 2013, this utilities mutual fund held 27 issues, with 7.94% of its total assets invested in Duke Energy Corporation.įidelity Advisor Utilities A ( FUGAX) invests a large share of its assets in firms from the utilities sector as well as those which derive a large share of revenues from related operations.

The fund may invest in both domestic and foreign instruments. The fund focuses in acquiring common stocks. The utilities mutual fund has a minimum initial investment of $2,500 and an expense ratio of 0.68% compared to a category average of 1.20%.įidelity Select Utilities ( FSUTX) seeks invests the majority of its assets in utility companies or those deriving a large share of their revenues from operations in this sector. The utilities mutual fund has a three year annualized return of 13.09%. Quantitative and qualitative techniques are used to identify the company for investment. Hratch Najarian is the fund manager and has managed this utilities mutual fund since 2011.Īmerican Century Utilities ( BULIX) invests a large share of its assets is in companies whose primary operations are involved in the utility sector. The utilities mutual fund has a three year annualized return of 15.48%. The balance of the fund’s assets is utilized to purchase money market securities. Utilities Index by investing in equity securities and derivatives with identical daily returns. ProFunds Utilities UltraSector ( UTPIX) seeks to provide 150% of the daily return of the Dow Jones U.S. The utilities mutual fund has a minimum initial investment of $2,500 and an expense ratio of 1.89% compared to a category average of 1.20%. The utilities mutual fund has a three year annualized return of 12.13%. Investments are made in those companies which mint more than 50% of its revenues via supplying services and equipment to utility companies. A minimum of 25% of its assets are parked for investment in public utility companies. Meeder Utilities and Infrastructure ( FLRUX) invests the majority of its assets in domestic and foreign utility companies including its suppliers and subcontractors.