Melhor fundo mútuo s e p?
Fundo Rowe Price de pesquisa de ações dos EUA(ticker: PRCOX) está neste clube exclusivo, tendo superado – juntamente com uma equipe de cerca de 30 analistas de pesquisa – o índice S&P 500 nos últimos cinco anos em uma base anualizada. US Equity Research é um fundo cinco estrelas com medalha de ouro da Morningstar.
Fundo Rowe Price de pesquisa de ações dos EUA(ticker: PRCOX) está neste clube exclusivo, tendo superado – juntamente com uma equipe de cerca de 30 analistas de pesquisa – o índice S&P 500 nos últimos cinco anos em uma base anualizada. US Equity Research é um fundo cinco estrelas com medalha de ouro da Morningstar.
Perguntas frequentes sobre fundos de índice S&P 500
Todos os fundos do índice S&P 500 se esforçam para igualar os retornos do índice S&P 500 menos taxas. Como as taxas fazem a diferença nos retornos, oFundo de índice Fidelity 500destaca-se como o fundo do índice S&P 500 com melhor desempenho.
- O Fundo de Curta Duração Hartford (HSDIX) ...
- Fundo de Crescimento Internacional Vanguard (VWIGX) ...
- Schwab Fundamental International Small Company Index Fund (SFILX) ...
- Fundo de índice Victory Nasdaq-100 (USNQX) ...
- Ações de investidores em fundos com grau de investimento de longo prazo da Vanguard (VWESX)
| Fundos mútuos | Retorno de 1 ano (%) |
|---|---|
| Fundo Kotak Multicap | 39,77 |
| Fundo Motilal Oswal Large e Midcap | 38.05 |
| Fundo ITI Multi Cap | 38,54 |
| Fundo Nippon Índia Multi Cap | 38.13 |
| Nome do Fundo | Retorno de 5 anos | Retorno de 10 anos |
|---|---|---|
| Fundo DSP Índia T I G E R (G) | 24,8% | 20,1% |
| Fundo Quant Small Cap (G) | 35,3% | 20,0% |
| Fundo SBI Magnum Midcap (G) | 22,7% | 20,0% |
| Fundo Prudencial de Descoberta de Valor ICICI (G) | 22,2% | 20,0% |
Fundos de ações dos EUA comoPBFDX e SSAQXestão entre os fundos mútuos com melhor desempenho dos últimos 5 anos. Gerenciar seu portfólio também significa gerenciar suas expectativas, e você deve esperar retornos diferentes de diferentes tipos de fundos.
Cinco fundos mútuos de grande capitalização que deram o maior retorno nos últimos 10 anos sãoNippon India Large Cap Fund que deu retorno de 17,09%, seguido pelo Mirae Asset Large Cap Fund com retorno de 16,99%. Os outros três são ICICI Prudential Bluechip Fund, SBI Bluechip Fund e HDFC Top 100 Fund.
Fundo Vanguard de Crescimento e Renda (VGIAX)
As metas de investimento duplas do VGIAX ajudaram-no a vencer o mercado de ações geral em 2022 e 2023. Nos últimos 10 anos, o retorno médio anual deste fundo está quase no mesmo nível do S&P 500. Da mesma forma, seu rendimento de dividendos dos últimos 12 meses corresponde aproximadamente a o amplo mercado.
O ETF Vanguard S&P 500 (VOO 0,05%) éuma das opções de investimento mais populares para investidores em índices. E com razão. Seu baixo índice de despesas e forte histórico de acompanhamento do índice o tornam uma ótima opção para quem simplesmente busca igualar o S&P 500.
Qual é o fundo mútuo de classificação 1?
1)Fundo Mútuo SBI.
- Fundo Nippon Índia Small Cap. PATRIMÔNIO Small Cap. ...
- Fundo HDFC Small Cap. PATRIMÔNIO Small Cap. ...
- Fundo Prudencial Smallcap ICICI. PATRIMÔNIO Small Cap. ...
- Fundo Kotak Small Cap. ...
- Fundo DSP Small Cap. ...
- Fundo de Crescimento da Nippon Índia. ...
- Fundo Axis Small Cap. ...
- Fundo Edelweiss Mid Cap.
- ICICI Prudential BHARAT 22 FOF Crescimento direto. ...
- Plano direto de opção de crescimento do fundo Quant Small Cap. ...
- Nippon India Small Cap Fund - Plano Direto - Plano de Crescimento. ...
- Crescimento direto do fundo HSBC Small Cap Fund. ...
- Opção de crescimento direto do fundo HDFC Small Cap. ...
- Crescimento direto da Motilal Oswal Midcap.
- Índice de Apreciação de Dividendos Vanguard/ETF VDADX VIG.
- Índice de Ações Europeu Vanguard/FTSE Europe ETF VEUSX VGK.
- Vanguard FTSE All-World ex-EUA Small Cap ETF VSS.
- Vanguard FTSE All-World ex-US Index/ETF VFWAX VEU.
- Índice de crescimento de vanguarda/ETF VIGAX VUG.
Tempos incertos pela frente para o setor norte-americano. Apesar da recente volatilidade, o fundo Natixis Loomis Sayles U.S Equity Leaders obteve um retorno de 29,44% no acumulado do ano. Nos últimos 12 meses, seu desempenho ficou em 1º lugar entre 227 fundos no setor IA norte-americano.
Se você permanecesse investido por um período mais curto, digamos 20 anos, você investiria2.40.000 rúpias, mas o valor do seu portfólio seria de Rs 9,89 lakh. Um investimento de uma década de Rs 1.000 por mês equivaleria a Rs. 2.30.038, em comparação com Rs. 1,20 mil investidos no mesmo período.
Cinco regimes deram cerca de 20%.Fundo DSP de pequena capitalizaçãoofereceu o menor retorno de cerca de 20,18% no horizonte de 10 anos. Investidores que procuram motores duplos de qualidade e crescimento. Esses 11 esquemas de ações pertenciam às categorias ELSS, flexi cap, mid cap, multi cap e small cap.
Plano tributário quantitativo, o único esquema ELSS da categoria, deu 33,06% em um período de três anos. O ICICI Prudential Technology Fund, o Tata Small Cap Fund e o Bandhan Small Cap Fund deram 32,77%, 32,73% e 32,04%, respectivamente.
Na verdade,Microsoftsuperou o S&P 500 em 11,6% desde 28 de setembro. A IA também foi a grande história da empresa em 2023.
- Fundo de vantagem equilibrada Bandhan. ...
- Fundo Prudencial de Otimização de Renda ICICI (FOF) ...
- Fundo de Alocação Dinâmica de Ativos DSP. ...
- Fundo Prudencial de Poupança Regular ICICI. ...
- Fundo Híbrido Conservador Baroda BNP Paribas. ...
- Fundo Híbrido de Dívida Franklin Índia.
2023 é um bom momento para investir em fundos mútuos?
Se você tem investido em fundos mútuos (MFs), então2023 teria te tratado bem. Os rendimentos das ações, do ouro e do rendimento fixo subiram, colocando-os numa situação ideal para 2024, quando as taxas de juro deverão cair, como muitos especialistas previram.
A calculadora SIP do fundo mútuo mostra que um SIP mensal regular de ₹ 10.000 no Nippon India Small Cap Fund em dez anos poderia ter tornado os investidores milionários. Deu retornos anualizados de 25,96% em dez anos. A calculadora mostra queum SIP mensal de ₹ 10.000 neste fundo poderia ter crescido para aprox. ₹57.53.702 em dez anos.
- Plano de crescimento direto do Axis Bluechip Fund. ...
- DSP Flexi Cap Fund Plano direto de crescimento. ...
- Plano Fiscal Quant - Fundo de Crescimento Direto. ...
- Kotak Equity Opportunities Fund Crescimento direto. ...
- Plano de crescimento direto Edelweiss Large & Mid Cap. ...
- Motilal Oswal Foco em Crescimento Direto do Fundo. ...
- Plano de crescimento direto do ICICI Prudential Gilt Fund.
- Esquema de poupança de impostos NJ ELSS Direct-G.
- Esquema de poupança de impostos NJ ELSS Reg-G.
- ITI ELSS Tax Saver Direct-G.
- Motilal Oswal Flexi Cap Direct-G.
- Motilal Oswal Flexi Cap Reg-G.
- Samco Flexi Cap Direct-G.
- Edelweiss US Technology Equity FoF Direct-G.
- Edelweiss US Technology Equity FoF Reg-G.
| Fundo de vanguarda | Taxa de despesas |
|---|---|
| Fundo Vanguard Target Retirement 2070 (VSVNX) | 0,08% |
| Ações de investidores do Vanguard Core Bond Fund (VCORX) | 0,2% |
| Ações do Almirante do Fundo de Índice de Apreciação de Dividendos da Vanguard (VDADX) | 0,08% |
| Ações do Almirante do Fundo de Índice do Tesouro de Longo Prazo da Vanguard (VLGSX) | 0,07% |
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