Top 7 Large Cap Mutual Funds With up to 19.25% SIP Returns in 10 Years: No. 1 fund has converted Rs 12,500 monthly SIP into Rs 41.33 lakh; how others have done
Top 7 Large Cap SIP Mutual Funds in 10 Years: Some of the top-performing large cap mutual funds in terms of annualised SIP returns (XIRR) are Nippon India Large Cap Fund - Direct Plan, ICICI Prudential Bluechip Fund - Direct Plan, and Baroda BNP Paribas Large Cap Fund - Direct Plan.
Top 7 Large Cap SIP Mutual Funds in 10 Years: Large cap mutual funds are equity mutual funds which invest most of their money in large cap stocks (companies from 1st to 100th-ranked in terms of market capitalisation). As BSE Sensex and Nifty 50 are slipping, large cap mutual funds are likely to not fall as low as their mid cap and small cap mutual fund counterparts. As per Securities Exchange of India (Sebi), large cap mutual funds need to invest 85 per cent of their money in large cap stocks. The large cap mutual fund category has had 38.72 per cent annualised return (CAGR) in 1 year, 16.08 per cent in 3 years, 19.90 per cent in 5 years, and 12.96 per cent in the 10-year time frame, as per Value Research data.
Some of the top-performing large cap mutual fund in terms of annualised SIP returns (XIRR) are Nippon India Large Cap Fund - Direct Plan, ICICI Prudential Bluechip Fund - Direct Plan, and Baroda BNP Paribas Large Cap Fund - Direct Plan. In this write-up, get to know about top 7 large cap SIP mutual funds in 10 years and what Rs 12,500 monthly SIP in each fund, or Rs 1.50 lakh investment in 1 year, has grown to in the 10-year period.
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Nippon India Large Cap Fund - Direct Plan Growth
The fund has had 19.25 per cent annualised SIP return in the 10-year time frame.
It has assets under management (AUM) of Rs 32,884 crore, while its net asset value (NAV) is Rs 98.0760.
Nippon India Large Cap Fund - Direct Plan Growth
Benchmarked against BSE 100 TRI, the fund has given 17.64 per cent annualised return since its launch in January 2013.
A Rs 12,500 monthly SIP in the fund in 10 years, or Rs 15,00,000 investment overall, has jumped to Rs 41,32,763.
ICICI Prudential Bluechip Fund - Direct Plan
The fund has given 18.59 per cent annualised SIP returns in the 10-year period.
It has an asset base of Rs 62,717 crore, while its net asset value (NAV) is Rs 118.6200.
ICICI Prudential Bluechip Fund - Direct Plan
Benchmarked against NIFTY 100 TRI, the fund has given 17.15 per cent annualised returns since its inception in January 2013.
A Rs 12,500 monthly SIP in the fund has jumped into Rs 39,88,635 in the 10-year period.
Baroda BNP Paribas Large Cap Fund - Direct Plan
The fund has given 18.30 per cent annualised SIP returns in 10 years.
Its AUM is Rs 2,285 crore, while its NAV is Rs 259.2608.
Baroda BNP Paribas Large Cap Fund - Direct Plan
Benchmarked against NIFTY 100 TRI, the fund has had 17.37 per cent annualised returns since its debut in January 2013.
A Rs 12,500 monthly SIP in the fund has swelled to Rs 39,26,203 in the 10-year time frame.
Canara Robeco Bluechip Equity Fund - Direct Plan
The fund has had 18.34 per cent annualised SIP returns in the 10-year period.
Its asset base is Rs 14,529 crore, while its NAV is Rs 70.7300.
Canara Robeco Bluechip Equity Fund - Direct Plan
Benchmarked against BSE 100 TRI, the fund has given 16.30 per cent annualised returns since its launch in January 2013.
A Rs 12,500 monthly SIP in the fund has grown to Rs 39,33,924 in 10 years.
Invesco India Largecap Fund - Direct Plan
The fund has given 18.13 per cent annualised SIP returns in the 10-year time frame.
It has assets of Rs 1,203 crore, while its NAV is Rs 82.0200.
Invesco India Largecap Fund - Direct Plan
Benchmarked against NIFTY 100 TRI, the fund has had 16.98 per cent annualised returns since its inception in January 2013.
A Rs 12,500 monthly SIP in the fund has converted into Rs 38,90,293 in the 10-year period.
Edelweiss Large Cap Fund - Direct Plan
The fund has had 17.99 per cent annualised SIP returns in 10 years.
It has an asset base of Rs 1,043 crore, while its NAV is Rs 96.7500.
Edelweiss Large Cap Fund - Direct Plan
Benchmarked against NIFTY 100 TRI, the fund has given 16.45 per cent annualised returns since its debut in January 2013.
A Rs 12,500 monthly SIP in the scheme has jumped to Rs 38,60,567 in the 10-year time frame.
Kotak Bluechip Fund - Direct Plan
The fund has given 17.6 per cent annualised SIP returns in the 10-year time frame.
Its AUM is Rs 9,292 crore, while its NAV is Rs 647.1490.
Kotak Bluechip Fund - Direct Plan
Benchmarked against NIFTY 100 TRI, the fund has given 16.22 per cent annualised returns since its beginning in January 2013.
A Rs 12,500 monthly SIP in the fund in the 10-year period has swelled to Rs 37,80,624.