Top 7 large cap mutual funds with highest SIP returns in 1 year: Rs 27,777 monthly SIP investment in No 1 scheme has grown to Rs 3,51,923
Top 7 large cap mutual funds with highest SIP returns in 1 year: Large mutual funds are large cap stock-heavy. During market fluctuations, large cap mutual funds can perform better than mid cap and small cap mutual funds. The large cap mutual fund category has given a 12.07 per cent annualised return in 1 year, 11.78 per cent return in 3 years, 15.71 per cent in 5 years, and 11.80 per cent in 10 years.
Top 7 large cap mutual funds with highest SIP returns in 1 year: All equity mutual funds are categorised as very high risk by Securities Exchange Board of India (Sebi). When leading indices such as Nifty 50 and BSE Sensex fall, large cap mutual funds are likely to perform better than mid and small cap mutual funds. The reason is large cap mutual funds need to have at least 80 per cent of their investments in large cap stocks. Such stocks belong to large cap companies, which are India's top 100 firms in terms of market capitalisation, and are fundamentally strong. However, even with the majority of large cap stocks, the large cap mutual fund category is suitable for investors with a long-term horizon. The large cap mutual fund category has given a 12.07 per cent annualised return in 1 year, 11.78 per cent return in 3 years, 15.71 per cent in 5 years, and an 11.80 per cent in 10 years, as per Value Research. We take you through the top 7 large cap mutual funds with highest SIP returns in 1 year. Also know the current value of a Rs 27,777 monthly SIP investment in each fund during that time frame.
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WhiteOak Capital Large Cap Fund Direct - Growth
The fund has given 9.99 per cent annualised SIP return in the 1-year time frame.
It has assets under management (AUM) of Rs 686 crore, while its net asset value (NAV) is Rs 14.41.
Benchmarked against BSE 100 TRI, the fund has given 19.18 per cent annualised return since its inception in November 2022.
WhiteOak Capital Large Cap Fund Direct - Growth
With an expense ratio of 0.65 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 27,777 monthly SIP investment in 1 year, or a total investment of Rs 3,33,324, has jumped to Rs 3,51,923.
DSP Top 100 Equity Direct Plan-Growth
The fund has given 9.80 per cent annualised SIP return in the 1-year period.
It has AUM of Rs 4,504 crore, while its NAV is Rs 481.41.
Benchmarked against BSE 100 TRI, the fund has given 12.73 per cent annualised return since its launch in January 2013.
DSP Top 100 Equity Direct Plan-Growth
At an expense ratio of 1.08 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 27,777 monthly SIP investment in the fund has grown to Rs 3,51,559 in the 1-year time frame.
Invesco India Largecap Fund Direct-Growth
The fund has given 8.61 per cent annualised SIP return in 1 year.
It has a fund size of Rs 1,324 crore, while its unit price is Rs 78.4.
Benchmarked against NIFTY 100 TRI, the fund has given 16.01 per cent annualised return since its debut 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 27,777 monthly SIP investment in the fund has converted into Rs 3,49,286 in the 1-year period.
Canara Robeco Bluechip Equity Fund Direct-Growth
The fund has given 7.98 per cent annualised SIP return in the 1-year time frame.
It has an asset base of Rs 14,799 crore, while its unit price is Rs 68.15.
Benchmarked against BSE 100 TRI, the fund has given 15.43 per cent annualised return since its beginning in January 2013.
Canara Robeco Bluechip Equity Fund Direct-Growth
At an expense ratio of 0.51 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 27,777 monthly SIP investment in the fund has swelled to Rs 3,48,089 in 1 year.
Franklin India Bluechip Direct Fund-Growth
The fund has given 7.65 per cent annualised SIP return in the 1-year period.
It has a fund size of Rs 7,683 crore, while its NAV is Rs 1,071.01.
Benchmarked against NIFTY 100 TRI, the fund has given 13.29 per cent annualised return since its starting in January 2013.
Franklin India Bluechip Direct Fund-Growth
With an expense ratio of 1.09 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 27,777 monthly SIP investment in the fund has jumped to Rs 18,40,807 in the 1-year time frame.
HSBC Large Cap Fund Direct-Growth
The fund has given 5.67 per cent annualised SIP return in 1 year.
Its AUM is Rs 1,906 crore, while its unit price is Rs 507.73.
Benchmarked against NIFTY 100 TRI, the fund has given 13.72 per cent annualised return since its inception in January 2013.
HSBC Large Cap Fund Direct-Growth
At an expense ratio of 1.2 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 27,777 monthly SIP investment in the fund has grown to Rs 3,47,464 in the 1-year period.
Bandhan Large Cap Fund Direct-Growth
The fund has given 5.52 per cent annualised SIP return in the 1-year time frame.
It has a fund size of Rs 1,769 crore, while its NAV is Rs 82.45.
Benchmarked against BSE 100 TRI, the fund has given 13.84 per cent annualised return since its launch in January 2013.
Bandhan Large Cap Fund Direct-Growth
With an expense ratio of 0.92 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 27,777 monthly SIP investment in the fund has converted into Rs 3,43,460 in the 1-year time frame.