Top 7 Large Cap Mutual Funds With Best SIP Returns in 5 Years: No. 1 scheme has converted Rs 13,333 monthly SIP investment into Rs 15,94,078; what about others?
Top 7 large cap mutual funds with highest SIP returns in 5 years: The large cap mutual fund is a high-risk category like any other equity mutual fund, but this is also equity mutual fund investors best bet during the market fall. Large cap funds have most of their investments in large cap stocks, which provides them with some stability during market fluctuations.
Top 7 large cap mutual funds with highest SIP returns in 5 years: Large cap mutual funds need to have at least 85 per cent of their investments in large cap stocks, as per Securities Exchange Board of India's (Sebi( categorisation of mutual funds. They are high-risk like any other equity funds, but mutual fund investors seeking stability amid market fluctuations consider large cap as the best equity fund category to hang on to. Large cap companies are India's top 100 companies in terms of market capitalisation. They are fundamentally strong firms with large amounts to expand their businesses. Exposure to such companies provides large cap funds power to counter market fluctuations better than other category funds. For a large cap fund manager, the challenge is to provide returns better than index funds with low expense ratios following the same index as large caps. The large cap category has given a 14.26 per cent annualised return (CAGR) in 1 year, 13.75 per cent in 3 years, 16.35 per cent in 5 years, and 12.01 per cent in 10 years. Know about the top 7 large cap mutual funds with highest SIP returns (XIRR) in 5 years. Also know how a Rs 13,333 monthly SIP investment has given in each fund in 5 years.
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Nippon India Large Cap Fund Direct-Growth
The fund has given 24.92 per cent annualised SIP return in the 5-year time frame.
It has assets under management (AUM) of Rs 35,313 crore, while its net asset value (NAV) is Rs 95.69.
Benchmarked against BSE 100 TRI, the fund has given 16.89 per cent annualised return since its inception in January 2013.
Nippon India Large Cap Fund Direct-Growth
With an expense ratio of 0.66 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 13,333 monthly SIP investment in 5 years, or a total investment of Rs 7,94,098.48, has grown to Rs 15,94,078.48.
Quant Focused Fund Direct-Growth
The fund has given 23.37 per cent annualised SIP return in the 5-year period.
It has AUM of Rs 1,118 crore, while its NAV is Rs 92.7336.
Benchmarked against NIFTY 500 TRI, the fund has given 18.1 per cent annualised return since its launch 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 13,333 monthly SIP investment in the fund has jumped to Rs 15,22,397.59 in the 5-year time frame.
ICICI Prudential Nifty Next 50 Index Direct-Growth
The fund has given 22.61 per cent annualised SIP return in 5 years.
It has an asset base of Rs 7,010 crore, while its unit price is Rs 62.7439.
Benchmarked against NIFTY Next 50 TRI, the fund has given 15.59 per cent annualised return since its debut in January 2013.
ICICI Prudential Nifty Next 50 Index Direct-Growth
With an expense ratio of 0.31 per cent, the fund has Rs 105 as the minimum SIP and lump sum investment each.
A Rs 13,333 monthly SIP investment in the fund has swelled to Rs 14,88,650.79 in the 5-year period.
ICICI Prudential Bluechip Fund Direct-Growth
The fund has given 21.80 per cent annualised SIP return in the 5-year time frame.
It has a fund size of Rs 63,938 crore, while its unit price is Rs 113.6.
Benchmarked against NIFTY 100 TRI, the fund has given 16.24 per cent annualised return since its beginning in January 2013.
ICICI Prudential Bluechip Fund Direct-Growth
At an expense ratio of 0.86 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 13,333 monthly SIP investment in the fund has converted into Rs 14,53,659.05 in 5 years.
Invesco India Largecap Fund Direct-Growth
The fund has given 21.74 per cent annualised SIP return in the 5-year period.
It has AUM of Rs 1,317 crore, while its unit price is Rs 80.05.
Benchmarked against NIFTY 100 TRI, the fund has given 16.26 per cent annualised return since its starting in January 2013.
Invesco India Largecap Fund Direct-Growth
With an expense ratio of 0.75 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 13,333 monthly SIP investment in the fund has grown to Rs 14,51,106.29 in the 5-year time frame.
HDFC Top 100 Fund Direct Plan-Growth
The fund has given 21.06 per cent annualised SIP return in 5 years.
Its AUM is Rs 36,587 crore, while its NAV is Rs 1178.567.
Benchmarked against NIFTY 100 TRI, the fund has given 14.62 per cent annualised return since its inception in January 2013.
HDFC Top 100 Fund Direct Plan-Growth
At an expense ratio of 0.99 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the lump sum investment.
A Rs 13,333 monthly SIP investment in the fund has converted into Rs 14,22,545.9 in the 5-year period.
Sundaram Nifty 100 Equal Weight Fund Direct-Growth
The fund has given 20.80 per cent annualised SIP return in the 5-year time frame.
It has a fund size of Rs 97 crore, while its NAV is Rs 174.71.
Benchmarked against NIFTY 100 Equal Weighted TRI, the fund has given 12.7 per cent annualised return since its launch in March 2013.
Sundaram Nifty 100 Equal Weight Fund Direct-Growth
With an expense ratio of 0.57 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 13,333 monthly SIP investment in the fund has swelled to Rs 14,11,803.64 in 5 years.