Top 7 large cap mutual funds with best SIP returns in 3 years: Value of Rs 25,000 monthly SIP in No. 1 fund has grown to Rs 13.77 lakh
Securities Exchange Board of India (Sebi) categorises large-cap mutual fund as the one with at least 80 per cent investments in large cap stocks. As far as the performance of the large cap mutual fund category is concerned, it has given 37.13 per cent annualised return (CAGR) in 1 year, 17.70 per cent in 3 years, and 19.11per cent in 5 years, as per Value Research data as on August 12, 2024.
Top 7 large cap mutual funds with up best SIP returns in 3 years: Like all equity mutual funds, large cap mutual funds are also high risk. However, they are considered to give steady returns compared to mid cap and small cap mutual funds. Securities Exchange Board of India (Sebi) categorises large-cap mutual funds as those with at least 80 per cent investments in large cap stocks. As far as the performance of the large cap mutual fund category is concerned, it has given 37.13 per cent annualised return (CAGR) in 1 year, 17.70 per cent in 3 years, and 19.11 per cent in 5 years, as per Value Research data as on August 12, 2024. In this write-up, know the performance of the top 7 large cap mutual funds in terms of annualised SIP returns (XIRR) in 1 year and what Rs 25,000 monthly investment has given in each fund in that time frame.
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Nippon India Large Cap Fund - Direct Plan
The fund has given 29.66 per cent annualised SIP returns in 3 years. Its assets under management (AUM) is Rs 31,801 crore, while its net asset value (NSV) is Rs 96.6915. Benchmarked against BSE 100 TRI, the fund has given 17.62 per cent return since its launch in January 2013.
Nippon India Large Cap Fund - Direct Plan
At an expense ratio of 0.74 per cent, the fund has Rs 100 as the minimum lump sum and SIP investment.
It has 99.03 per cent of its investment in equity.
In a portfolio of 64 stocks, HDFC Bank, RIL, ITC, ICICI Bank, and Infosys are its top stocks.
A Rs 25,000 monthly SIP in the fund has grown to Rs 13,76,833.
JM Large Cap Fund - Direct Plan
The large cap mutual fund has given a 29.36 per cent return in the 3-year period. It has AUM of Rs 234 crore, while its NAV is Rs 183.0485. Benchmarked against BSE 100 TRI, the fund has given a 14.91 per cent return since its launch in January 2013.
At an expense ratio of 1.01 per cent, the fund has a minimum lump sum investment of Rs 1,000 and the minimum SIP investment of Rs 100.
It has 97.58 per cent of its investments in equity.
JM Large Cap Fund - Direct Plan
In a portfolio of 42 stocks, it has its main holdings in HDFC Bank, PFC, Larsen & Toubro, SBI, and TCS.
A Rs 25,000 monthly SIP in the fund has converted into Rs 13,71,283 in 3 years.
Baroda BNP Paribas Large Cap Fund - Direct Plan
The fund has given 27.86 per cent annualised SIP in 3 years. The fund's AUM is Rs 2,285 crore, while its NAV is Rs 254.8558. Benchmarked against NIFTY 100 TRI, the fund has given 17.32 per cent return since its launch in January 2013.
At an expense ratio of 0.87 per cent, the fund has Rs 5,000 as the minimum lump sum investment and Rs 500 as the minimum SIP investment.
Baroda BNP Paribas Large Cap Fund - Direct Plan
The fund has 96.25 per cent of its investments in equity. In a portfolio of 54 stocks, the fund has ICICI Bank, RIL, HDFC Bank, Larsen & Toubro, and TCS as its main stocks.
A Rs 25,000 monthly SIP in the fund has turned into Rs 13,43,933 in 3 years.
ICICI Prudential Bluechip Fund - Direct Plan
The fund has had a 26.77 per cent SIP return in the 3-year time frame. It has a large AUM of Rs 62,717 crore, while its NAV price is Rs 115.8700. Benchmarked against NIFTY 100 TRI, the fund has given 17.04 per cent return since its inception in January 2013.
At an expense ratio of 0.88 per cent, the fund has Rs 100 as the minimum lump sum and SIP investment.
ICICI Prudential Bluechip Fund - Direct Plan
The fund has 91.92 per cent of its investments in equity and 7.67 per cent in cash and cash equivalent.
In a portfolio of 64 stocks, the fund has ICICI Bank, RIL, Larsen & Toubro, HDFC Bank, and Infosys as its main investments.
A Rs 25,000 monthly SIP in the fund has swelled to Rs 13,24,217 in the 3-year period.
DSP Top 100 Equity Fund - Direct Plan
The fund has given 26.56 per cent annualised SIP return in 3 years. It has an asset base of Rs 4,328 crore, while its NAV is Rs 492.1550. Benchmarked against BSE 100 TRI, the fund has given 13.45 per cent annualised return since its launch in January 2013.
With an expense ratio of 1.14 per cent, the fund has Rs 100 as the minimum lump sum and SIP investment.
DSP Top 100 Equity Fund - Direct Plan
The fund has 94.39 per cent of its investments in equity and 5.61 per cent in cash and cash equivalents.
In a portfolio of 34 stocks, the fund has HDFC Bank, ICICI Bank, ITC, Bajaj Finance as its main stocks.
A Rs 25,000 monthly SIP in the fund has turned into Rs 13,20,595 in the 3-year period.
Invesco India Largecap Fund - Direct Plan
The fund has given 26.42 per cent annualised SIP return in the 3-year time frame. Its AUM is 1,203 Rs crore, while its NAV is Rs 79.9100. Benchmarked against NIFTY 100 TRI, the fund has given a 16.84 per cent return since its inception in January 2013.
At an expense ratio of 0.76 per cent, the fund has given Rs 1,000 as the minimum lump sum investment and Rs 100 as the minimum SIP investment.
Invesco India Largecap Fund - Direct Plan
The fund has 98.66 per cent of its investments in equity.
In a portfolio of 48 stocks, the fund has HDFC Bank, ICICI Bank, RIL, TCS, and Infosys as its main holdings.
A Rs 25,000 monthly SIP in the fund has given Rs 13,17,960 in 3 years.
HDFC Top 100 Fund - Direct Plan
The fund has had a 26.37 per cent annualised SIP return in 3 years. It has an asset base of Rs 37,081 crore, while its NAV price is Rs 1,222.5580. Benchmarked against NIFTY 100 TRI, the fund has given 15.52 per cent annualised returns since its inception in January 2013.
At an expense ratio of 1.01 per cent, the fund has Rs 100 as the minimum lump sum and SIP investment.
HDFC Top 100 Fund - Direct Plan
The fund has 99.42 per cent of its investments in equity.
In a portfolio of 48 stocks, the fund has ICICI Bank, HDFC Bank, NTPC, and Larsen & Toubro as its main investments.
A Rs 25,000 monthly SIP in the fund has turned into Rs 13,17,225 in the 3-year period.