Top 7 Large Cap Mutual Funds With Best SIP Returns in 10 Years: How Rs 12,000 monthly investment in No 1 fund is now worth Rs 39,01,906
Top 7 Large Cap Mutual Funds With Highest SIP Returns in 10 Years: Large cap mutual funds have at least 80 per cent of their investments in large cap stocks, which provides them stability amid market fluctuations. The category has given 28.20 per cent annualised return in 1 year, 13.93 per cent in 3 years, 16.88 per cent in 5 years, and 11.89 per cent in 10 years, as oper Value Reseach data.
Top 7 Large Cap Mutual Funds With Best SIP Returns in 10 Years: Top indices, BSE Sensex and Nifty 50, seem to be on a strong recovery mode after having a roller-coaster ride i the recent past. BSE Sensex was trading 1,292.66 points up on Monday from its previous close, corssing the 80,400 mark. Amid such a surge, large, mid, and small cap mutual funds have also started recovering from recent losses. When the share market falls, equity funds such as large, mid, and small caps also slip, but among the 3 categories, large cap mutual funds show the best strength. The primary reason is that they have at least 80 per cent of their investments in large cap stocks, as per Securities Exchange Board of India's (Sebi) mandate. The large cap category has given 28.20 per cent annualised return in 1 year, 13.93 per cent in 3 years, 16.88 per cent in 5 years, and 11.89 per cent in 10 years, as per Value Research data. Know which have been the top 7 large cap mutual funds in terms of highest SIP returns (XIRR) in the 10-year time frame and how Rs 12,000 monthly SIP investment in each of them has grown to during that period.
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Quant Focused Fund - Direct Plan
The large cap fund tops the list among all other funds with 18.94 per cent annualised returns in the 10-time frame.
It has assets under management (AUM) of Rs 1,121 crore, while its net asset value (NAV) is Rs 93.8035.
Benchmarked against NIFTY 500 TRI, the fund has given 18.40 per cent annualised returns since its inception in January 2013.
Quant Focused Fund - Direct Plan
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 12,000 monthly SIP investment in 10 years, or a total investment of Rs 14,40,000, has jumped to Rs 39,01,906.
Nippon India Large Cap Fund - Direct Plan
The fund has given 18.31 per cent annualised returns in the 10-year period.
It has AUM of Rs 34,105 crore, while its NAV is Rs 95.4297.
Benchmarked against BSE 100 TRI, the fund has given 17.03 per cent annualised returns since its debut in January 2013.
Nippon India Large Cap Fund - Direct Plan
With an expense ratio of 0.67 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 12,000 monthly SIP investment in the fund has converted into Rs 37,71,519 in the 10-year time frame.
ICICI Prudential Bluechip Fund - Direct Plan
The bluechip fund has given 17.53 per cent annualised returns in 10 years.
It has an asset base of Rs 34,105 crore, while its unit price is Rs 114.6600.
Benchmarked against NIFTY 100 TRI, the fund has given 16.49 per cent annualised returns since its launch in January 2013.
ICICI Prudential Bluechip Fund - Direct Plan
At an expense ratio of 0.87 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 12,000 monthly SIP investment in the fund has swelled to Rs 36,15,264 in the 10-year period.
Canara Robeco Bluechip Equity Fund - Direct Plan
The fund has given 17.49 per cent annualised returns in the 10-year time frame.
It has a fund size of Rs 14,581 crore, while its NAV is Rs 69.1700.
Benchmarked against BSE 100 TRI, the fund has given 15.78 per cent annualised returns since its starting in January 2013.
Canara Robeco Bluechip Equity Fund - Direct Plan
With an expense ratio of 0.48 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 12,000 monthly SIP investment in the fund has grown to Rs 36,07,831 in 10 years.
Invesco India Largecap Fund - Direct Plan
The fund has given 17.08 per cent annualised returns in the 10-year period.
It has AUM of Rs 1,255 crore, while its unit price is Rs 79.3400.
Benchmarked against NIFTY 100 TRI, the fund has given 16.33 per cent annualised returns since its beginning in January 2013.
Invesco India Largecap Fund - Direct Plan
At an expense ratio of 0.72 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 12,000 monthly SIP investment in the fund has grown to Rs 35,29,610 in the 10-year time frame.
Baroda BNP Paribas Large Cap Fund - Direct Plan
The fund has given 17.01 per cent annualised returns in 10 years.
It has an asset base of Rs 2,349 crore, while its NAV is Rs 247.2806.
Benchmarked against NIFTY 100 TRI, the fund has given 16.57 per cent annualised returns since its inception in January 2013.
Baroda BNP Paribas Large Cap Fund - Direct Plan
With an expense ratio of 0.82 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 12,000 monthly SIP investment in the fund has grown to Rs 35,15,960 in the 10-year period.
Edelweiss Large Cap Fund - Direct Plan
The fund has given 16.73 per cent annualised returns in the 10-year time frame.
It has AUM of Rs 1,081 crore, while its unit price is Rs 92.4400.
Benchmarked against NIFTY 100 TRI, the fund has given 15.69 per cent annualised returns since its launch in January 2013.
Edelweiss Large Cap Fund - Direct Plan
At an expense ratio of 0.67 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 12,000 monthly SIP investment in the fund has grown to Rs 34,64,129 in 10 years.