Top 10 Large Cap Mutual Funds With Highest SIP Returns in 5 Years: Rs 12,500 monthly SIP in No. 1 fund has turned into Rs 19.11 lakh; what others have done
Top 10 large cap mutual funds with best SIP returns in 5 years: Large cap mutual funds have 80 per cent of their investments in large cap companies. The large cap mutual fund category has given 37.10 per cent annualised returns in 1 years, 14.86 per cent in 3 years, 19.35 per cent in 5 years, and 13.20 per cent in 10 years, as per Value Research data.
Top 10 large cap mutual funds with highest SIP returns in 5 years: Large cap mutual funds are considered more stable than mid cap and small mutual funds during market fluctuations. Large cap mutual funds need to have 80 per cent of their investments in large cap stocks, as per the Securities Exchange Board of India's (Sebi) classification of mutual funds. Large cap companies are fundamentally strong and can face market fluctuations better than their mid and small cap counterparts. Even as the BSE Sensex and Nifty 50 are falling, the focus is more on large cap mutual funds. The large cap mutual fund category has given 37.10 per cent annualised returns in 1 year, 14.86 per cent in 3 years, 19.35 per cent in 5 years, and 13.20 per cent in 10 years, as per Value Research data. In this write-up, we take you through top 10 large cap mutual funds in terms of highest annualised SIP returns (XIRR) in 5 years, and will also tell how Rs 12,500 monthly SIP in each fund has grown during that period.
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ICICI Prudential BHARAT 22 FOF Direct - Growth
The fund at No. 1 has given 38.48 per cent annualised SIP return in 5 years.
It has assets under management (AUM) of Rs 2,040 crore, while its net asset value (NAV) is Rs 33.72.
Benchmarked against BSE Bharat 22 TRI, the fund has given 21.67 per cent annualised returns (CAGR) since its launch in June 2018.
ICICI Prudential BHARAT 22 FOF Direct - Growth
With an expense ratio of 0.12 per cent, the fund has Rs 1,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 12,500 monthly SIP in the fund in 5 years, or a total investment of Rs 7.50 lakh, has turned into Rs 19.11 lakh.
Quant Focused Fund Direct-Growth
The focused fund has given 28.34 per cent annualised SIP return in the 5-year time frame.
It has AUM of Rs 1,145 crore, while its NAV is Rs 100.4049.
Benchmarked against NIFTY 500 TRI, the fund has given 19.30 per cent annualised returns since its debut in January 2013.
Quant Focused Fund Direct-Growth
At an expense ratio of 0.66 per cent, the fund has Rs 1,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 12,500 monthly SIP in the fund has converted into Rs 15.07 lakh in the 5-year period.
Nippon India Large Cap Fund Direct-Growth
The large cap fund has given 27.05 per cent annualised SIP return in the 5-year period.
It has an asset base of Rs 32,884 crore, while its NAV is Rs 97.4.
Benchmarked against BSE 100 TRI, the fund has given 17.43 per cent annualised returns since its inception in January 2013.
Nippon India Large Cap Fund Direct-Growth
With an expense ratio of 0.68 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 12,500 monthly SIP in the fund has swelled to Rs 14.62 lakh in the 5-year time frame.
ICICI Prudential Nifty Next 50 Index Direct-Growth
The index fund has given 26.85 per cent annualised SIP return in 5 years.
It has AUM of Rs 6,863 crore, while its unit price is Rs 67.34.
Benchmarked against NIFTY Next 50 TRI, the fund has given 16.62 per cent annualised returns since its beginning in January 2013.
ICICI Prudential Nifty Next 50 Index Direct-Growth
At an expense ratio of 0.31 per cent, the fund has Rs 105 as the minimum SIP and lump sum investment each.
A Rs 12,500 monthly SIP in the fund has grown to Rs 14.55 lakh in the 5-year period.
DSP Nifty 50 Equal Weight Index Fund Direct - Growth
The index fund has given 25.73 per cent annualised SIP return in the 5-year time frame.
It has an asset base of Rs 1,787 crore, while its NAV is Rs 26.46.
Benchmarked against NIFTY 50 Equal Weight TRI, the fund has given 14.99 per cent annualised returns since its starting in September 2017.
Sundaram Nifty 100 Equal Weight Fund Direct-Growth
With an expense ratio of 0.4 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 12,500 monthly SIP in the fund has jumped to Rs 14.16 lakh in 5 years.
ICICI Prudential Bluechip Fund Direct-Growth
The fund has given 25.04 per cent annualised SIP return in the 5-year period.
Its AUM is Rs 96 crore, while its NAV is Rs 187.51.
Benchmarked against NIFTY 100 Equal Weighted TRI, the fund has given 13.65 per cent annualised returns since its launch in January 2013.
HDFC Top 100 Fund Direct Plan-Growth
At an expense ratio of 0.56 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 12,500 monthly SIP in the fund has converted into Rs 13.93 lakh in the 5-year time frame.
Invesco India Largecap Fund Direct-Growth
The large cap fund has given 24.83 per cent annualised SIP return in 5 years.
It has an asset base of Rs 64,223 crore, while its unit price is Rs 118.15.
Benchmarked against NIFTY 100 TRI, the fund has given 16.97 per cent annualised returns since its inception in January 2013.
Edelweiss Large Cap Fund Direct -Growth
The large cap fund has given 23.31 per cent annualised SIP return in the 5-year period.
It has AUM of Rs 1,081 crore, while its unit price is Rs 96.43.
Benchmarked against NIFTY 100 TRI, the fund has given 16.29 per cent annualised returns since its inception in January 2013.
Edelweiss Large Cap Fund Direct -Growth
At an expense ratio of 0.68 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 12,500 monthly SIP in the fund has converted into Rs 13.37 lakh in the 5-year time frame.