Top 7 Large Cap Mutual Funds with Highest SIP Returns in 5 Years: Rs 15,000 monthly SIP in No. 1 fund has grown to Rs 17.92 lakh; here's how others have fared
Top 7 Large Cap Mutual Funds With Highest SIP Returns in 5 Years: Among equity mutual funds, large cap mutual funds are known for their stability. The reason is they have most of their investments in large cap stocks, which are fundamentally strong. The large cap fund category has given 37.94 per cent annualised returns (CAGR) in the 1-year time frame, 13.70 per cent in 3 years, 18.35 per cent in 5 years, and 13.37 per cent in 10 years, as per Value research data.
Top 7 Large Cap Mutual Funds With Highest SIP Returns in 5 Years: Mutual fund investors look for diversification of their portfolio. They can have equity, hybrid, and debt mutual funds in their portfolio based on their age and financial goals. But within equity funds, they can diversify with picking large, mid, small, and other types of funds. Equity fund investors who want stability alongside growth pick large cap mutual fund to strengthen their portfolio. Large cap mutual fund needs to have 80 per cent of their investments in large cap stocks. That provides them stability in the long run. The large cap fund category has given 37.94 per cent annualised returns (CAGR) in the 1-year time frame, 13.70 per cent in 3 years, 18.35 per cent in 5 years, and 13.37 per cent in 10 years, as per Value research data. In this write-up, we take you through the top 7 large cap mutual funds with highest annualised SIP returns (XIRR) in 5 years. Also, know what Rs 15,000 monthly investment in each of them has given in the 5-year period.
Photos: Unsplash/Pixabay
Nippon India Large Cap Fund Direct-Growth
The fund has given 28.02 per cent annualised SIP returns in the 5 years.
It has AUM of Rs 34,432 crore, while its NAV is Rs 98.92.
Benchmarked against BSE 100 TRI, the fund given 17.52 per cent annualised returns since its inception in January 2013.
Nippon India Large Cap Fund Direct-Growth
With an expense ratio of 0.67 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 15,000 monthly SIP investment in 5 years, or a total investment of Rs 8.92 lakh, has jumped to Rs 17.92 lakh in the 5-year time frame.
ICICI Prudential Bluechip Fund Direct-Growth
The fund has given 25.42 per cent annualised SIP returns in the 5-year time frame.
It has an asset base of Rs 66,207 crore, while its NAV is Rs 118.98.
Benchmarked against NIFTY Infrastructure TRI, the fund given 16.99 per cent annualised returns since its debut in January 2013.
ICICI Prudential Bluechip Fund Direct-Growth
At an expense ratio of 0.87 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 15,000 monthly SIP investment in the scheme has swelled to Rs 16.85 lakh in the 5-year period.
HDFC Top 100 Fund Direct Plan-Growth
The fund has given 24.95 per cent annualised SIP returns in the 5-year period.
Its AUM is Rs 38,684 crore, while its unit price is Rs 1,247.31.
Benchmarked against NIFTY 100 TRI, the fund given 15.43 per cent annualised returns since its launch in January 2013.
HDFC Top 100 Fund Direct Plan-Growth
At an expense ratio of 1.00 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 15,000 monthly SIP investment in the scheme has converted into Rs 16.66 lakh in 5 years.
Invesco India Largecap Fund Direct-Growth
The fund has given 24.95 per cent annualised SIP returns in 5 years.
It has an asset base of Rs 1,290 crore, while its unit price is Rs 82.96.
Benchmarked against NIFTY 100 TRI, the fund given 16.9 per cent annualised returns since its beginning in January 2013.
Invesco India Largecap Fund Direct-Growth
At an expense ratio of 0.72 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 15,000 monthly SIP investment in the scheme has grown to Rs 16.66 lakh in the 5-year period.
Baroda BNP Paribas Large Cap Fund Direct-Growth
The fund has given 24.51 per cent annualised SIP returns in the 5-year time frame.
It has AUM of Rs 2,440 crore, while its NAV is Rs 259.87.
Benchmarked against NIFTY 100 TRI, the fund given 17.18 per cent annualised returns since its inception in January 2013.
Baroda BNP Paribas Large Cap Fund Direct-Growth
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 15,000 monthly SIP investment in the scheme has converted into Rs 16.49 lakh in 5 years.
JM Large Cap Fund Direct Plan-Growth
The fund has given 23.77 per cent annualised SIP returns in the 5-year period.
It has an asset base of Rs 429 crore, while its NAV is Rs 182.41.
Benchmarked against BSE 100 TRI, the fund given 14.61 per cent annualised returns since its launch in January 2013.
JM Large Cap Fund Direct Plan-Growth
At an expense ratio of 0.66 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 15,000 monthly SIP investment in the scheme has swelled to Rs 16.19 lakh in the 5-year time frame.
Edelweiss Large Cap Fund Direct -Growth
The fund has given 23.74 per cent annualised SIP returns in 5 years.
It has AUM of Rs 1,123 crore, while its NAV is Rs 96.74.
Benchmarked against NIFTY 100 TRI, the fund given 16.27 per cent annualised returns since its debut in January 2013.
Edelweiss Large Cap Fund Direct -Growth
With an expense ratio of 0.67 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 15,000 monthly SIP investment in the scheme has converted into Rs 16.18 lakh in the 5-year period.