How much does a mutual fund earn?
James Craig
Published Feb 16, 2026
Investors often use the five-year fund performance figure as an indicator of performance over the longer term. The best performing mutual funds typically have five-year investment returns of about 15 to 20 percent a year. Occasionally, a fund’s five-year performance may top annualized returns of 30 percent.
Does mutual funds giving 15 percent return?
The 15*15*15 rule says that one can amass a crore by investing only Rs 15,000 a month for a duration of 15 years in a stock that offers 15% returns per annum.
What’s the average return on a mutual fund?
Consider Returns by Category
| Average Mutual Fund Returns in 2020 and the Long Term | ||
|---|---|---|
| U.S. Large-Cap Stock | 13.76 | 8.66 |
| U.S. Mid-Cap Stock | 11.50 | 7.88 |
| U.S. Small-Cap Stock | 10.25 | 7.84 |
| International Large-Cap Stock | 6.46 | 4.44 |
How much return in mutual fund is good?
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 mutual fund give 50% return?
Largecap Funds generally tend to give returns based on movement of the indices, not precisely though. The Sensex and the Nifty have given whopping returns in the last 1 year and benchmark indices have followed with almost similar returns.
Is it right time to redeem mutual funds?
So finally, to answer to the main question as to when is the right time to redeem money, ideally one should look at redeeming funds only when the financial goals are to be achieved. The funds invested in core portfolio are held till the financial goals are met but regular review is done to assess the performance.
