Top 5 large-cap SIP mutual funds in 10 years: No. 1 fund has turned Rs 15,000 monthly SIP into over Rs 50 lakh

Large-cap mutual funds: Equity mutual funds are volatile and fluctuate heavily during market turbulence. But within equity mutual funds, investors who look for stability prefer large-cap mutual funds. The simple logic is that small-cap mutual funds invest their money in the top 100 companies as per market capitlisation. Many of these companies are part of Nifty 50. The majority of these companies are fundamentally strong and able to withstand market fluctuations better than mid- and small-cap companies.

As per Association of Mutual Funds in India (AMFI), large-cap mutual funds should invest 80 per cent of their funds in large-cap stocks.

Value Research data shows that the large-cap mutual fund category has given a 40.38 per cent CAGR in the one-year period.

The return for the same is 19.17 per cent in the three years, 18.35 per cent in the five years, and 13.78 per cent in the 10-year time frame.

Today, we will take you through the performance of the top 5 large-cap mutual funds in the 10-year period and how the Rs 15,000 SIP in each fund has turned into 10 years.

Nippon India Large Cap Fund - Direct Plan - Growth

The fund in the No. 1 position has given 19.55 per cent annual SIP returns in the 10-year period.

The fund has a large asset base of Rs 29,533.68 crore, and the NAV rate is Rs 97.3785.

Benchmarked against BSE 100 TRI, it has an expense ratio of 0.75 per cent against the category average of 0.91 per cent.

The fund has given a 17.30 per cent CAGR since its inception in January 2013.

The fund has 98.61 per cent of its investments in domestic equities, of which 66.93 per are in large-cap stocks.

It has 63 stocks in its portfolio against the category average of 51.32.

HDFC Bank, Reliance Industries Ltd, ITC Limited, ICICI Bank, and SBI as its main stocks. 

A Rs 15,000 monthly SIP in the fund has grown to Rs 50,44,081.80 in the 10-year period. 
     

ICICI Prudential Bluechip Fund - Direct Plan - Growth

The fund has given 18.58 per cent annual SIP returns in the 10-year period.

The fund has an asset base of Rs 59,364.40 crore, while its NAV price is Rs 115.98.

Benchmarked against Nifty 100 TRI, the 5-start Crisil-rated fund has an expense ratio of 0.90 per cent.

The fund has had a 17.30 per cent CAGR since its inception in January 2013.

The fund has 91.20 per cent of its investments in domestic equities, of which 80.17 per cent is in large-cap stocks.

The fund's 66-stock portfolio has ICICI Bank, RIL, Larsen & Toubro, HDFC Bank, and Axis Bank as its main stocks. 

A Rs 1,5000 monthly SIP in the fund has turned into Rs 47,84,825.85 in the 10-year time frame.

Baroda BNP Paribas Large Cap Fund - Direct Plan - Growth

The fund in the No. 3 position has given SIP returns of 18.50 per cent in the 10-year period.

The fund's CAGR since its inception is 17.30 per cent.

It has an asset base of Rs 2,120.44 crore, while its NAV is worth Rs 255.4698.

With its benchmark as Nifty 100 TRI, the fund has an expense ratio of 0.89 per cent.

It invested 94.95 per cent of its money in domestic equities, of which 66.13 per cent is in large-cap stocks.

The fund has a portfolio of 52 stocks with RIL, ICICI Bank, HDFC Bank, L&T, and TCS as its main stocks.

A Rs 15,000 monthly SIP in the fund has grown to Rs 47,63,903.85 in the 10 years.

Canara Robeco Bluechip Equity Fund - Direct Plan - Growth

The fund has given 18.29 per cent annualised SIP returns in the last decade.

Its CAGR returns since its inception in January 2013 are 17.30 per cent.

Benchmarked against BSE 100 TRI, the fund has an expense ratio of 96.01 per cent, of which 71.08 per cent is in large-cap stocks.

The 3-star Crisil-rated fund has invested 96.01 per cent of its money in domestic equities, of which 71.08 per cent is in large-cap stocks.

In its 54-stock portfolio, the fund has HDFC Bank, ICICI Bank, RIL, Infosys, and Bharti Airtel as its main stocks. 

A Rs 15,000 monthly SIP in the fund has given Rs 47,10,867.45 as the total amount. 

Invesco India Largecap Fund - Direct Plan - Growth

The fund at No. 5 has given 18.11 per cent annual SIP returns in the 10-year period. It has given a 17.30 per cent CAGR return since its inception in January 2013.

The fund has an asset base of Rs 1,145.78 croe, while the price of its NAV is Rs 80.09.

Benchmarked against Nifty 100 TRI, the fund has an expense ratio of 0.76 per cent.

The fund has 98.44 per cent of its investment in domestic equities, of which 56.80 per cent is in large-cap stocks.

In its 49-stock portfolio, the fund has HDFC Bank, ICICI Bank, RIL, TCS, and Infosys as its main stocks.

A Rs 15,000 monthly SIP in the fund has given Rs 46,66,362.90 in the 10-year time frame.