Top 5 large-cap SIP Mutual Funds in 3 Years: Rs 20,000 monthly SIP In No. 1 fund has turned into Rs 11.23 lakh
As per value Research data, the large-cap category has given a 36.69 per cent return in one year, 18.69 per cent in three years, and 18.50 per cent in five years.
Top 5 large-cap SIP Mutual Funds in 3 Years: Large-cap mutual funds: Among equity mutual funds, large caps are known for providing stability to investors as they invest most of their money in large-cap companies. As per Association of Mutual Funds in India, the top 100 companies in terms of market capitalisation are counted as large-cap firms. These are fundamentally strong and large in size. That's why they are more stable than mid- and small-cap companies in terms of stability. As per value Research data, the large-cap category has given a 36.69 per cent return in one year, 18.69 per cent in three years, and 18.50 per cent in five years.
With the share market rising, many large-cap mutual funds have given high SIP returns in the last three-year period.
Let's go about their performance and what Rs 20,000 monthly SIP in each of the funds has given in the three-year time frame.
Nippon India Large Cap Fund Direct-Growth
The fund has given 31.25 per cent annualised SIP returns (XIRR) in three years.
At an asset base of Rs 29,534 crore, the fund has a net asset value (NAV) of Rs 96.41.
Benchmarked against BSE 100 TRI, the fund has given a 17.67 per cent return since its inception in January 2013.
At an expense ratio, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum SIP investment.
The fund has 98.61 per cent of its investments in equity with 81.61 per cent in large-cap stocks.
In its 62-stock portfolio, the fund has HDFC Bank, Reliance Industries Ltd, ITC Ltd, and ICICI Bank as the main stocks.
A Rs 20,000 monthly SIP in the fund has given Rs 11.23 lakh in three years.
JM Large Cap Fund Direct Plan-Growth
The fund has had an XIRR of 30.99 per cent in three years.
It has assets under management (AUM) of Rs 234 crore, and its NAV is Rs 183.13.
Benchmarked at BSE 100 TRI, the fund has given annualised lump sum return of 14.99 per cent since its inception in January 2013.
The minimum SIP investment in the fund is Rs 500, while the minimum lump sum investment in it is Rs 5,000.
The fund has 97.42 per cent of its investments in equity with 79.22 per cent of them in large-cap stocks.
In its portfolio of 43 stocks, the fund has HDFC Bank, State Bank of India, TCS, and Infosys as the main stocks in its portfolio.
The person who started a Rs 20,000 monthly SIP three years ago has earned Rs 11.19 lakh in three years.
Baroda BNP Paribas Large Cap Fund Direct-Growth
The fund has had a 28.55 per cent XIRR in the three-year time frame.
The fund has AUM of Rs 2,120 crore, while its NAV is worth Rs 252.31.
The fund that is benchmarked against NIFTY 100 TRI has given 17.28 per cent CAGR since its inception in January 2013.
At an expense ratio of 0.87 per cent, the fund has a minimum SIP investment of Rs 500, while its minimum lump sum investment is Rs 5,000.
The fund's 96.83 per cent investments are in equity with 83.93 per cent of them in large-cap stocks.
In its bouquet of 54 stocks, the fund has its main investments in RIL, ICICI Bank, HDFC Bank, and Larsen & Toubro.
A Rs 20,000 monthly SIP in the fund has turned into Rs 10.83 lakh in three years.
ICICI Prudential Bluechip Fund Direct-Growth
It has given 27.82 per cent annualised SIP returns in three years.
The fund has an asset base of Rs 59,364 crore, while its NAV is Rs 115.28.
Benchmarked against NIFTY 100 TRI, the fund has given a 17.06 per cent return since its inception in January 2013.
At an expense ratio of 0.88 per cent, the fund has Rs 500 as its minimum SIP investment, and Rs 1,000 as its minimum lump sum investment.
The fund has 92.16 per cent of its investments in equity with 82.64 per cent of them in large-cap stocks.
In a portfolio of 67 stocks, the fund has ICICI Bank, RIL, L&T, and HDFC Bank as the main stocks.
An investment started with a Rs 20,000 monthly SIP has turned into Rs 10.73 lakh.
HDFC Top 100 Fund Direct Plan-Growth
The fund has had a 27.39 per cent XIRR in three years.
The fund has an asset base of Rs 35,435 crore, while its NAV price is Rs 1,213.819.
Benchmarked against NIFTY 100 TRI, the fund has given a 15.52 per cent annualised lump sum return since its launch in January 2013.
At an expense ratio of 1.04 per cent, the fund has a minimum SIP investment of Rs 500 and a minimum lump sum investment of Rs 1,000.
The fund has 99.01 per cent of its investment in equity, of which 96.26 per cent is in large-cap stocks.
In its portfolio of 48 stocks, the fund has its main holdings as ICICI Bank, HDFC Bank, RIL, and NTPC.
A Rs 20,000 monthly SIP in the fund has grown to Rs 10.67 lakh in three years.
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