Rs 10,000 monthly SIP in these top 7 large-cap funds is worth up to Rs 32.62 lakh now: Check details
In the current market landscape, when broader markets carry high valuations, experts have been advocating putting corpus primarily in largecap quality stocks and this can provide a boost to largecap fund category going ahead.
Largecap funds allocate the highest portion of the funds in domestic equities, of which maximum is deployed in the large cap stocks that offer stability to an investors portfolio. Such funds are typically suited for Investors who are looking to invest money for at least 3-4 years and looking for high returns.
So, here are listed some 7 largecap funds that have offered the highest SIP returns in 10 years.
Baroda BNP Paribas Largecap Fund- Direct (G)
This is a CRISIL 4-star rated fund with an AUM of Rs 1,930.52 crore. The net asset value of the fund is 243.83. Over a 5-year period, the fund has offered an annualised return of 19.97 per cent. Minimum lump-sum investment in the fund is Rs 5000, while minimum SIP investment is Rs 500.
Top holdings of the stock are ICICI Bank, HDFC Bank, RIL, L&T, TCS, ITC and ABB Power among others.
A monthly SIP of Rs 10,000 in the SIP started 10 years ago with an investment of Rs 12 lakh will be now worth Rs 30.51 lakh.
JM Largecap Fund- Direct (G)
This is a CRISIL 5-star rated fund with an AUM of Rs 144.17 crore. The net asset value of the fund is 176.43. Over a 5-year period, the fund has offered an annualised return of 19.72 per cent. Minimum lump-sum investment in the fund is Rs 1000, while minimum SIP investment is Rs 100.
The top holdings of the stock are HDFC Bank, L&T, Grasim Industries, SBI, RIL, ITC and Hindalco among others.
A monthly SIP of Rs 10,000 in the fund started 10 years ago with an investment of Rs 12 lakh will be now worth Rs 28.89 lakh.
Canara Robeco Bluechip Equity Fund- Direct (G)
This fund from the house of Canara Mutual Fund is CRISIL 3-star rated with an AUM of Rs 12,830 crore. The net asset value of the fund is 66.39. Over a 5-year period, the fund has offered an annualised return of 19.71 per cent. Minimum lump-sum investment in the fund is Rs 5000, while minimum SIP investment is Rs 100.
Tjhe top holdings of the stock are HDFC Bank,ICICI Bank, RIl, Bharti Airtel, L&T, Infosys and SBI among others.
A monthly SIP of Rs 10,000 in the fund started 10 years ago with an investment of Rs 12 lakh will be now worth Rs 30.47 lakh.
ICICI Prudential Bluechip Fund-Direct (G)
This fund is CRISIL 5-star rated with an AUM of Rs 54,904 crore. The net asset value of the fund is 111.29. Over a 5-year period, the fund has offered an annualised return of 19.52 per cent. Minimum lump-sum investment in the fund is Rs 100, while minimum SIP investment is Rs 100.
Top holdings of the stock are HDFC Bank,ICICI Bank, RIl, Maruti Suzuki and Axis Bank among others.
A monthly SIP of Rs 10,000 in the fund started 10 years ago with an investment of Rs 12 lakh will be now worth Rs 30.87 lakh.
Nippon India Largecap Fund- Direct (G)
This fund is CRISIL 5-star rated with an AUM of Rs 26,137.65 crore. The net asset value of the fund is 93.66. Over a 5-year period, the fund has offered an annualised return of 19.52 per cent. Minimum lump-sum investment in the fund is Rs 100, while minimum SIP investment is Rs 100. The fund carries an expense ratio of 0.74 per cent.
Top holdings of the stock are HDFC Bank,ICICI Bank, RIl, Maruti Suzuki and Axis Bank among others.
A monthly SIP of Rs 10,000 in the fund started 10 years ago with an investment of Rs 12 lakh will be now worth Rs 32.62 lakh.
Kotak Bluechip Fund-Direct (G):
This fund is CRISIL 3-star rated with an AUM of Rs 8,027.99 crore. The net asset value of the fund is 610.76. Over a 5-year period, the fund has offered an annualised return of 19.15 per cent. Minimum lump-sum investment in the fund is Rs 100, while minimum SIP investment is Rs 100. The fund carries an expense ratio of 0.6 per cent.
Top holdings of the stock are HDFC Bank,ICICI Bank, RIL, L&T and Mahindra and Mahindra among others.
A monthly SIP of Rs 10,000 in the fund started 10 years ago with an investment of Rs 12 lakh will be now worth Rs 29.48 lakh.
Invesco India Largecap Fund- Direct (G):
This fund is CRISIL 3-star rated with an AUM of Rs 1,036.65 crore. The net asset value of the fund is 76.43. Over a 5-year period, the fund has offered an annualised return of 19.02 per cent. Minimum lump-sum investment in the fund is Rs 1000, while minimum SIP investment is Rs 100. The fund carries an expense ratio of 0.76 per cent.
Top holdings of the stock are HDFC Bank,ICICI Bank, RIL, TCS, Britannia and Infosys among others.
A monthly SIP of Rs 10,000 in the fund started 10 years ago with an investment of Rs 12 lakh will be now worth Rs 29.96 lakh.