What is a good rate of return on mutual funds?

2019-10-22

What is a good rate of 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% to 10%. For bond mutual funds, a good long-term return would be 4% to 5%.

What is the average mutual fund return over 20 years?

What is the average mutual fund return? The 20-year return on mutual funds averages 4.67%. The actual return varies based on the funds chosen and time in the fund.

What is the average return of mutual funds for 1 year?

Estimated Returns from Various Mutual Funds in India

Scheme Name 1 Year 5 Years
Franklin India Bluechip Fund (G) 9.42% 18.98%
ICICI Pru Focused Bluechip Equity Fund (G) 13.18% 16.78%
Invesco India Dynamic Equity Fund (G) 13.46% 15.49%
Invesco India Growth Opp Fund (G) 21.45% 19.46%

Can you live off of mutual funds?

You cannot live off portfolio income until you have accumulated a portfolio large enough to generate the amount of income you want or need. That depends on both the rate of return you could earn and your income requirements. As of 2013, investing in conservative government bonds would earn you 1 to 3 percent.

Can I invest 5000 in mutual funds?

5000 per month for tenure of 20 years or so you can build a corpus of Rs. 1 Crore. You can easily compare different SIP schemes online and check out various mutual fund portfolios. You can pick a portfolio as per the investment amount, risk appetite and historical returns that the fund house has been offering.

How much should I invest to get 50000 per month?

At present, an average retired couple needs around Rs 50,000 per month to have a comfortable post-retired life provided they have their own house. But this amount will increase to Rs 1.65 lakh after 20 years assuming an annual inflation rate of 5%. Also, this amount will rise every year after your retirement.