Top 7 Large Cap Mutual Funds With Highest SIP Returns in 3 Years: Rs 23,456 monthly SIP investment in No. 1 fund is now worth Rs 14,78,099
Top 7 Large Cap MF With Best SIP Returns in 3 Years: Large cap mutual funds need to have at least 80 per cent of their investments in large cap stocks. This provides them with stability, and the funds can withstand market fluctuations better than mid and small cap mutual funds.
Top 7 Large Cap MF With Best XIRR in 3 Years: Equity mutual funds are very high risk and therefore are highly prone to market fluctuations. But within equity funds, investors can invest in different caps to mitigate risk to quite a large extent. Amid large, mid, and small cap mutual funds, investors consider large caps as the most stable. The reason is the presence of at least 80 per cent of large cap stocks in them, as mandated by Securities Exchange Board of India (Sebi). These large cap companies are India's top 100 companies in terms of market capitalisation. These firms are fundamentally strong, have diversified businesses, and have a global presence. Investors with a long-term horizon who want to see less fluctuation with their funds compared to what they see in mid and small cap invest in large cap funds. The large cap mutual fund category has given a 19.04 per cent annualised return in 1 year, 15.56 per cent in 3 years, 16.17 per cent in 5 years, and 12.10 per cent in 10 years. Know the top 7 mutual funds in terms of highest annualised SIP return (XIRR) in 3 years. Also know the current value of a Rs 23,456 monthly SIP investment in each fund during the 3-year time frame.
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ICICI Prudential BHARAT 22 FOF Direct - Growth
The small cap fund has given 34.07 per cent annualised SIP return in 3 years.
It has assets under management (AUM) of Rs 2,267 crore, while its net asset value (NAV) is Rs 31.6.
Benchmarked against BSE Bharat 22 TRI, the fund has given 19.7 per cent annualised return since its launch in June 2018.
ICICI Prudential BHARAT 22 FOF Direct - Growth
At an expense ratio of 0.12 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 23,456 monthly SIP investment in the 3-year period, or a total investment of Rs 8,44,416, has ballooned to Rs 14,78,098.76.
ICICI Prudential Nifty Next 50 Index Direct-Growth
The fund has given 26.67 per cent annualised SIP return in the 3-year period.
It has AUM of Rs 7,010 crore, while its NAV is Rs 63.49.
Benchmarked against NIFTY Next 50 TRI, the fund has given 15.73 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 23,456 monthly SIP investment in the 3-year time frame has sprung to Rs 13,01,460.94.
Nippon India Large Cap Fund Direct-Growth
The fund has given 24.87 per cent annualised SIP return in the 3-year time frame.
It has an asset base of Rs 35,313 crore, while its unit price is Rs 95.84.
Benchmarked against BSE 100 TRI, the fund has given 16.94 per cent annualised return since its beginning in January 2013.
Nippon India Large Cap Fund Direct-Growth
At 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 23,456 monthly SIP investment in 3 years has zoomed to Rs 12,62,364.01.
Invesco India Largecap Fund Direct-Growth
The fund has given 23.18 per cent annualised SIP return in 3 years.
It has a fund size of Rs 1,317 crore, while its NAV is Rs 79.76.
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 23,456 monthly SIP investment in the 3-year period has jumped to Rs 12,26,929.37.
DSP Top 100 Equity Direct Plan-Growth
The fund has given 22.72 per cent annualised SIP return in the 3-year period.
Its AUM is Rs 4,530 crore, while its NAV is Rs 486.25.
Benchmarked against BSE 100 TRI, the fund has given 12.89 per cent annualised return since its inception 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 23,456 monthly SIP investment in the 3-year time frame has jumped to Rs 12,17,491.92.
ICICI Prudential Bluechip Fund Direct-Growth
The fund has given 21.58 per cent annualised SIP return in the 3-year time frame.
It has an asset base of Rs 63,938 crore, while its unit price is Rs 113.52.
Benchmarked against NIFTY 100 TRI, the fund has given 16.27 per cent annualised return since its debut in January 2013.
ICICI Prudential Bluechip Fund Direct-Growth
With 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 23,456 monthly SIP investment in 3 years has grown to Rs 11,94,477.12.
Bandhan Large Cap Fund Direct-Growth
The fund has given 21.35 per cent annualised SIP return in 3 years.
It has a fund size of Rs 1,760 crore, while its NAV is Rs 84.05.
Benchmarked against BSE 100 TRI, the fund has given 14.09 per cent annualised return since its launch in January 2013.
Bandhan Large Cap Fund Direct-Growth
At 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 23,456 monthly SIP investment in the 3-year period has converted into Rs 11,89,897.49.