Top 7 Large Cap Mutual Funds With Best SIP Returns in 10 Years: Rs 8,877 monthly SIP investment in No. 1 fund has jumped to Rs 28,69,944; see key details
Top 7 large cap mutual funds with highest returns in 10 years: Large cap mutual funds are considered the most stable among all equity funds as they have the majority of their investments in large cap stocks. Investors who want a diversified mutual fund portfolio keep large cap mutual funds to provide stability to their investments.
Top 7 large cap mutual funds with highest returns in 10 years: Large cap mutual funds need to have at least 80 per cent of their investments in large cap stocks, as per Securities Exchange Board of India's (Sebi) categorisation of mutual funds. Large cap companies are India's top 100 companies in terms of market capitalisation. These firms are fundamentally strong and can withstand market fluctuations better than mid and small cap firms can. Investors who need stability in their diversified mutual fund portfolio invest in large cap funds. We take you through the top 7 large cap mutual funds with best annualised SIP returns in 10 years. Also know how the Rs 8,877 monthly SIP investment in each fund has performed during that period.
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Quant Focused Fund - Direct Plan
The fund has given 18.83 per cent annualised SIP return in the 10-year period.
It has assets under management (AUM) of Rs 1,118 crore, while its net asset value (NAV) is Rs 95.2308.
Benchmarked against NIFTY 500 TRI, the fund has given 18.36 per cent annualised return since its inception in January 2013.
Quant Focused Fund - Direct Plan
At an expense ratio of 0.66 per cent, the fund has Rs 1,000 as the minimum SIP and Rs 5,000 as the minimum lump sum investment.
A Rs 8,877 monthly SIP investment in 10 years, or a total investment of Rs 10,65,240, has jumped to Rs 28,69,944.
Nippon India Large Cap Fund - Direct Plan
The fund has given 18.31 per cent annualised SIP return the 10-year time frame.
It has assets under management (AUM) of Rs 35,313 crore, while its net asset value (NAV) is Rs 97.1671 .
Benchmarked against BSE 100 TRI, the fund has given 17.03 per cent annualised return since its launch in January 2013.
Nippon India Large Cap Fund - Direct Plan
With an expense ratio of 0.66 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 8,877 monthly SIP investment in the 10-year period has converted into Rs 27,90,730.
Canara Robeco Bluechip Equity Fund - Direct Plan
The fund has given 17.45 per cent annualised SIP return in the 10-year period.
It has a fund size of Rs 14,824 crore, while its unit price is Rs 70.2800.
Benchmarked against BSE 100 TRI, the fund has given 15.77 per cent annualised return since its debut in January 2013.
Canara Robeco Bluechip Equity Fund - Direct Plan
At an expense ratio of 0.51 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 8,877 monthly SIP investment in the fund has jumped to Rs 26,64,326 the 10-year time frame.
ICICI Prudential Bluechip Fund - Direct Plan
The fund has given 17.31 per cent annualised SIP return in 10 years.
Its AUM is Rs 63,938 crore, while its NAV is Rs 115.2400.
Benchmarked against NIFTY 100 TRI, the fund has given 16.37 per cent annualised return since its starting in January 2013.
ICICI Prudential Bluechip Fund - Direct Plan
With an expense ratio of 0.86 per cent, the fund has Rs 100 as the minimum SIP and minimum lump sum investment each.
A Rs 8,877 monthly SIP investment in the fund has grown to Rs 26,43,195 in 10 years.
Invesco India Largecap Fund - Direct Plan
The fund has given 17.22 per cent annualised SIP return in 10 years.
It has AUM of Rs 1,317 crore, while its NAV is Rs 81.4400.
Benchmarked against NIFTY 100 TRI, the fund has given 16.42 per cent annualised return since its debut in January 2013.
Invesco India Largecap Fund - Direct Plan
At an expense ratio of 0.75 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 8,877 monthly SIP investment in the fund has jumped to Rs 26,30,236 the 10-year period.
Baroda BNP Paribas Large Cap Fund - Direct Plan
The fund has given 17.04 per cent annualised SIP return in the 10-year period.
It has an asset base of Rs 2,403 crore, while its NAV is Rs 252.1573.
Benchmarked against NIFTY 100 TRI, the fund has given 16.59 per cent annualised return since its inception in January 2013.
Baroda BNP Paribas Large Cap Fund - Direct Plan
With an expense ratio of 0.82 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 8,877 monthly SIP investment in the fund has jumped to Rs 26,05,365 the 10-year time frame.
Edelweiss Large Cap Fund - Direct Plan
The fund has given 16.67 per cent annualised SIP return in the 10-year time frame.
It has an asset base of Rs 5,406 crore, while its unit price is Rs 93.7800.
Benchmarked against NIFTY 100 TRI, the fund has given 15.67 per cent annualised return since its beginning in January 2013.
Edelweiss Large Cap Fund - Direct Plan
At an expense ratio of 0.67 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 8,877 monthly SIP investment in the fund has jumped to Rs 25,54,018 the 10-year period.