Which mutual fund class is best? (2024)

Which mutual fund class is best?

Class A shares charge upfront fees and have lower expense ratios, so they are better for long-term investors. Class A shares also reduce upfront fees for larger investments, so they are a better choice for wealthy investors.

What is the difference between Class A Class B and Class C mutual funds?

Like Class B shares, Class C shares typically impose higher annual operating expenses than Class A shares due primarily to higher 12b-1 fees. Class C shares may be less expensive than Class A or B shares if you have a shorter-term investment horizon because you'll pay little or no sales charge.

Which mutual fund plan do you consider the best?

Factors for Choosing Best Mutual Fund Scheme
Scheme NameAUM (CR)3Y Return
Axis Midcap Fund – Growth355118%
Invesco India Growth Opportunities Fund – Growth199116%
Canara Robeco Bluechip Equity Fund – Direct Plan25717%
JM Multicap Fund – Growth14315%
34 more rows
Dec 8, 2023

Which category of mutual fund is best for long-term?

Balanced advantage funds: Belonging to the dynamic asset allocation category, these mutual funds invest in both stocks and debt instruments. The allocation between these two asset classes changes based on market conditions, aiming to provide optimal returns with minimum risk.

Should I buy Class A or C shares?

Investors generally should consider Class A shares (the initial sales charge alternative) if they expect to hold the investment over the long term. Class C shares (the level sales charge alternative) should generally be considered for shorter-term holding periods.

Are Class C shares good?

Class C shares would work best for investors planning to keep the fund for a limited, intermediate period, optimally more than one year but less than three. That way, you hold on long enough to avoid the CDSC, but not so long that the high expense ratio will take a major toll on the fund's overall return.

Should I invest in Class A or Class B?

Class A Investors are offered a higher preferred return that is paid out first but do not participate in the upside. Class B investors are offered a lower preferred return that is paid out after Class A returns and do participate in the upside.

Should you buy Google Class A or C?

Alphabet's Class A stocks (GOOGL) come with voting rights while the Class C stocks (GOOG) do not. Because of this difference, GOOG tends to trade at a slight discount compared to GOOGL. Other than voting rights, both classes of stocks are similar – both allow you to own an equal stake in Alphabet.

Are Class B shares worth anything?

Commonly, Class B shares have a lesser priority on dividend than Class A shares. But, different share classes do not usually affect the share of profits or benefits from the overall success of the enterprise by an average investor.

Which mutual fund is best in 2023?

Mutual funds1-year return (%)
Kotak Multicap Fund39.77
Motilal Oswal Large and Midcap Fund38.05
ITI Multi Cap Fund38.54
Nippon India Multi Cap Fund38.13
6 more rows
Jan 1, 2024

Which type of mutual fund gives highest return?

Top equity funds
  • Invesco India Smallcap Fund. 22.64%
  • Quant Tax Plan. 18.89%
  • SBI Small Cap Fund. 18.46%
  • Axis Growth Opportunities Fund. 18.01%
  • Quant Active Fund. 17.71%
  • Mirae Asset Emerging Bluechip. 17.63%
  • Mirae Asset Tax Saver Fund. 17.45%
  • Nippon India Small Cap Fund. 17.09%
Nov 10, 2023

Which fund gives highest return?

List of High Return Funds to Invest
  • Quant Small Cap Fund Growth Option Direct Plan. ...
  • ICICI Prudential BHARAT 22 FOF Direct Growth. ...
  • Nippon India Small Cap Fund - Direct Plan - Growth Plan. ...
  • Quant Mid Cap Fund Growth Option Direct Plan. ...
  • HDFC Small Cap Fund-Direct Growth Option. ...
  • Quant Flexi Cap Fund Growth Option Direct Plan.

Which mutual fund is safest for long term?

List of Best Low Risk Mutual Funds in India Ranked by Last 5 Year Returns
  • Bandhan Balanced Advantage Fund. ...
  • ICICI Prudential Income Optimizer Fund (FOF) ...
  • DSP Dynamic Asset Allocation Fund. ...
  • ICICI Prudential Regular Savings Fund. ...
  • Baroda BNP Paribas Conservative Hybrid Fund. ...
  • Franklin India Debt Hybrid Fund.

Which category of mutual fund is safe?

Liquid funds and ultra-short-term funds (one month to one year) are known for its low risk, and understandably their returns are also low (6% at best). Investors choose this to fulfil their short-term financial goals and to keep their money safe through these funds.

Which mutual fund gives highest return in last 10 years?

Highest Return Mutual Funds in Last 10 Years
Fund Name5 Years Return10 Years Return
HSBC Value fund (G)21.8%21.9%
Kotak Infrastructure & Economic Reform Fund Standard Plan (G)24.6%21.5%
Nippon India Growth Fund (G)25.6%21.4%
DSP India T I G E R Fund (G)25.7%21.0%
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Why buy a Class C?

The main difference between a Class C and a Class A is size—Class C RVs are typically shorter in both length and height compared to Class A RVs. Due to their smaller size, Class C motorhomes can fit into more parks and campsites, get better gas mileage, and are easier to maneuver.

Who are Class C shares most suitable for?

Class C shares can involve a back-end load if shares are sold within a year of purchase. Class C shares may be best for investors with an investment time horizon of more than one year and less than three years.

What is the downside of Class A shares?

Class A shares typically come with more voting power than Class B shares, which can impact an investor's level of control over a company's decisions. While having more control can be beneficial, it also comes with some downsides, such as conflicts of interest and difficulty attracting new investors.

Are Class C shares common or preferred?

Class A shares generally have more voting power and higher priority for dividends, while Class B shares are common shares with no preferential treatment. Class C shares can refer to shares given to employees or alternate share classes available to public investors, with varying restrictions and voting rights.

Why are Class C shares more expensive?

Expense ratios: Class C shares generally have higher expense ratios than Class A and B shares. The higher expense ratio is due to the lack of upfront sales charges. investors who plan to hold Class C shares for a short period may find them more expensive than other share classes due to the back-end sales charges.

Do Class C shares convert to A shares?

Class C and 529-C Shares

Class C shares convert to Class A shares after 8 years. Prior to 6/30/2020, Class C shares converted to Class F-1 shares after 10 years. Class 529-C shares convert to Class 529- A shares after 5 years.

What is the safest investment class?

The Best Safe Investments of January 2024
Investment TypeSafetyLiquidity
Treasury bills, notes and bondsHighHigh
Money market mutual fundsHighHigh
Treasury Inflation-Protected Securities (TIPS)HighHigh
High-yield savings accountsHighHigh
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Jan 3, 2024

What asset class has the best returns?

The U.S. stock market has long been considered the source of the greatest returns for investors, outperforming all other types of investments including financial securities, real estate, commodities, and art collectibles over the past century.

Should I buy GOOG or googl?

For this reason, GOOGL shares tend to trade at a slightly higher price than GOOG shares, due to the additional voting rights. However, most retail investors cannot buy enough shares to significantly affect the company's policies, making GOOG the slightly more cost-effective choice.

Is AMZN a buy right now?

If projections are correct, Amazon's sales would rise 84% by fiscal 2026. It's a lofty target but based on reasonable financial forecasts. Alongside a glowing quarter and promising roles in two high-growth markets, Amazon's stock is a no-brainer right now.

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