Top 7 Large Cap Mutual Funds With Best SIP Returns Since Inception: Rs 7,500 monthly SIP in No. 1 fund has converted into Rs 7.28 crore in 28 years
Top 7 Large Cap SIP Mutual Funds Since Inception: Equity mutual fund investors pick large cap funds because of their consistency. Large cap mutual funds have most of their investments in large cap stocks. So they can fight market fluctuations better than mid cap and small cap mutual funds.
Top 7 Large Cap SIP Mutual Funds Since Inception: Large Cap mutual funds are equity funds known for their consistent performance. They need to have 80 per cent of their investments in large cap stocks, as per Securities Exchange Board of India's (Sebi) classification of mutual funds. Large cap companies are India's top 100 firms in terms of market capitalisation (m-cap). These companies are fundamentally strong and hence, provide more stability than mid and small firms market fluctuations. In the long term, many large cap mutual fund schemes have not only shown consistency, but have given benchmark-beaten returns. In this write-up, we will take you through the top 7 large cap mutual funds with highest SIP returns since their inception. We will also tell how Rs 7,500 monthly SIP in each fund has grown to since their inception.
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HDFC Top 100 Fund
The fund has given 19.40 per cent annualised SIP returns since its debut in September 1996.
It has AUM of Rs 37,783 crore, while its NAV is Rs 1,213.9900.
Benchmarked against NIFTY 100 TRI, the fund has given 19.52 per cent annualised returns since its beginning.
HDFC Top 100 Fund
With an expense ratio of 1.60 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 7,500 monthly SIP in the fund, or total investment of Rs 25,20,000 in 28 years, has jumped to Rs 7,27,19,330.
Tata Large Cap Fund - Regular Plan
The fund has given 17.73 per cent annualised SIP returns since its debut in May 1998.
It has AUM of Rs 2,472 crore, while its NAV is Rs 527.8769.
Benchmarked against NIFTY 100 TRI, the fund has given 19.71 per cent annualised returns since its inception.
Tata Large Cap Fund - Regular Plan
With an expense ratio of 2.04 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 7,500 monthly SIP in the fund, or total investment of Rs 23,40,000 in 26 years, has jumped to Rs 3,80,90,283.
Aditya Birla Sun Life Frontline Equity Fund - Regular Plan
The fund has given 17.39 per cent annualised SIP returns since its debut in August 2002.
It has AUM of Rs 30,607 crore, while its NAV is Rs 550.6000.
Benchmarked against NIFTY 100 TRI, the fund has given per cent annualised returns since its inception.
Aditya Birla Sun Life Frontline Equity Fund - Regular Plan
At an expense ratio of 1.63 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 7,500 monthly SIP in the fund, or total investment of Rs 19,80,000 in 22 years, has jumped to Rs 1,86,60,417.
Nippon India ETF Nifty Next 50 Junior BeES
The large cap mutual fund has given 16.91 per cent annualised SIP returns since its inception in February 2003 .
The fund has asset under management (AUM) of Rs 5,565 crore, while its net asset value (NAV) is Rs 828.6771.
Benchmarked against NIFTY Next 50 TRI, the fund has given 20.37 per cent annualised returns (CAGR) since its launch.
Nippon India ETF Nifty Next 50 Junior BeES
At an expense ratio of 20.37, the fund has minimum lump sum investment of Rs 10,000.
A Rs 7,500 monthly SIP in the fund, or total investment of Rs 18,90,000 in 21 years, has jumped to Rs 1,48,36,399.
Nippon India ETF Nifty 50 BeES
The fund has given 15.23 per cent annualised SIP returns since its debut in December 2001.
It has AUM of Rs 32,713 crore, while its NAV is Rs 291.8880.
Benchmarked against NIFTY 100 TRI, the fund has given 16.27 per cent annualised returns since its inception.
Nippon India ETF Nifty 50 BeES
With an expense ratio of 0.04 per cent, the fund has Rs 10,000 as the minimum lump sum investment.
A Rs 7,500 monthly SIP in the fund, or total investment of Rs 19,80,000 in 22 years, has jumped to Rs 1,38,07,292.
Kotak Bluechip Fund - Regular Plan
The fund has given 15.42 per cent annualised SIP returns since its debut in December 1998.
It has AUM of Rs 9,465 crore, while its NAV is Rs 595.5700.
Benchmarked against NIFTY 100 TRI, the fund has given 18.57 per cent annualised returns since its inception.
Kotak Bluechip Fund - Regular Plan
With an expense ratio of 1.74 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 7,500 monthly SIP in the fund, or total investment of Rs 18,00,000 in 21 years, has grown to Rs 1,21,97,364.
Baroda BNP Paribas Large Cap Fund
The fund has given 15.36 per cent annualised SIP returns since its debut in September 2004.
It has AUM of Rs 2,343 crore, while its NAV is Rs 237.8394.
Benchmarked against NIFTY 100 TRI, the fund has given 17.12 per cent annualised returns since its inception.
Baroda BNP Paribas Large Cap Fund
At an expense ratio of 2.01 per cent, the fund has Rs 500 as the minimum SIP and Rs 500 as the minimum lump sum investment.
A Rs 7,500 monthly SIP in the fund, or total investment of Rs 18,00,000 in 20 years, has jumped to Rs 1,04,02,988.