What is the return of blue-chip fund? (2024)

What is the return of blue-chip fund?

In general, the average rate of return on blue-chip stocks is around 10%, which is similar to the indices that they are featured on. A good indicator of blue-chip status is if the company is listed on a renowned stock index.

What is the average rate of return on blue-chip stocks?

In general, the average rate of return on blue-chip stocks is around 10%, which is similar to the indices that they are featured on. A good indicator of blue-chip status is if the company is listed on a renowned stock index.

What is bluechip fund returns?

A blue chip fund is an equity scheme that offers its investors a portfolio of stocks that generate solid and stable yields for a long time. These stocks are high-market companies, meaning the risk factor is relatively low. One can also consider blue chip funds as a sound financial scheme with decent returns.

Is Bluechip a good investment?

Blue-chip stocks typically have solid balance sheets, steady cash flows, proven business models, and a history of increasing dividends. For that reason, investors generally consider blue-chip stocks to be among the most secure stock investments because of their track records and performance history.

What is the annual return of Fidelity blue-chip Growth?

The fund has returned 25.50 percent over the past year, 6.23 percent over the past three years, 15.12 percent over the past five years and 14.60 percent over the past decade.

Are blue chip stocks good for retirement?

Investing in fundamentally strong blue-chip stocks is a proven strategy to build long-term wealth. Typically, blue-chip companies enjoy multiple competitive moats and market-leading positions, allowing them to generate stable cash flows across market cycles.

What is the 10 year return of the S&P 500?

S&P 500 10 Year Return (I:SP50010Y)

S&P 500 10 Year Return is at 180.6%, compared to 174.1% last month and 161.9% last year. This is higher than the long term average of 114.4%.

What is the best blue chip fund?

Which is better, an index fund or a bluechip fund?

Therefore, investors would be better off investing in an index fund instead of large-cap or Bluechip funds. This way, they don't need to worry about the performance of their scheme or selecting a fund that would outperform the index.

Why do investors buy blue chip stocks?

Because blue chip companies are relatively stable, blue chip stocks are considered a low-risk investment. In all likelihood, no matter what happens tomorrow, the most established companies in the banking or real estate sector would not collapse overnight, so investing in them is a relatively safe bet.

Are blue chip funds risky?

Lower Risk Compared to Other Mutual Funds: Blue Chip Mutual Funds are often considered lower in risk compared to other types of mutual funds. Such as small-cap or sector-specific funds. Their investments in large, well-established companies can mitigate the potential for extreme market volatility.

Is Bluechip fund good for long term?

It has consistently beaten its benchmark in the past 8 out of 10 calendar years. Only recently, that is, in 2021 and 2022, the fund has underperformed its peers and benchmark. Nevertheless, its long-term track record remains unscathed.

What is the difference between a mutual fund and a blue chip stock?

Blue-chip companies are those that are financially stable and have a strong reputation in the market for sustained growth. Blue-chip stocks are the equities of such corporations, and blue-chip funds are equity mutual funds that invest a significant portion of their assets in blue-chip stocks.

Is Fidelity Blue Chip a good fund?

Fidelity Blue Chip Growth: Performance Highlights

The fund's excess returns have also been mostly consistent: Over the 140 monthly rolling three-year periods on Kalra's watch, the fund outperformed the index three fourths of the time and nearly always landed in the category's top third.

What are the top 10 holdings in fidelity blue chip growth?

What is the outlook for fidelity blue chip growth fund?

Based on 216 Wall Street analysts offering 12 month price targets to Fidelity Blue Chip Growth Fund holdings in the last 3 months. The average price target is $223.75 with a high forecast of $278.52 and a low forecast of $175.00. The average price target represents a 18.15% change from the last price of $189.38.

What are the disadvantages of blue chip stocks?

Although blue chips are reliably stable, they are unlikely to generate the same high returns as potentially riskier investments. Despite their stability, blue chip stocks can experience volatility and failure, as did some during the 2007-2008 financial crisis.

What are the cons of blue chip stocks?

Cons of Blue chip stocks

Lower Growth Potential: Despite the fact that blue chip stocks often have solid profitability, their rate of growth is typically slower than that of other equities because of the markets they participate in.

Is Coca-Cola a blue chip stock?

Some examples of blue chip stocks are Coca Cola, Apple, IBM, American Express, McDonalds, DuPont, and American Express.

What will 100k be worth in 20 years?

If you invest $100,000 at an annual interest rate of 6%, at the end of 20 years, your initial investment will amount to a total of $320,714, putting your interest earned over the two decades at $220,714.

Does 401k double every 7 years?

One of those tools is known as the Rule 72. For example, let's say you have saved $50,000 and your 401(k) holdings historically has a rate of return of 8%. 72 divided by 8 equals 9 years until your investment is estimated to double to $100,000.

What is a good return on investment over 5 years?

General ROI: A positive ROI is generally considered good, with a normal ROI of 5-7% often seen as a reasonable expectation. However, a strong general ROI is something greater than 10%. Return on Stocks: On average, a ROI of 7% after inflation is often considered good, based on the historical returns of the market.

Which fund has the best returns?

What is the most successful investment fund?

Citadel, which ranked second in 2023, made $8.1 billion in profits after bringing in a record-breaking $16 billion in 2022. Its $74 billion in gains since inception rank it as the most successful hedge fund in history.

Does Vanguard have a blue chip fund?

Vanguard's oldest growth fund focuses on well-known blue-chip companies that tend to hold strong positions in their respective industries.