Top 7 Large Cap Mutual Funds With up to 20% Returns in 3 Years: Rs 22,222 monthly SIP investment in No. 1 fund has jumped to Rs 11,02,783
Top 7 Large Cap Mutual Funds With Best SIP Returns in 3 Years: Large cap mutual funds have the highest ratio of large cap stocks in their portfolio. Amid share market fluctuations, they are expected to perform better than mid cap and small cap mutual funds. The large cap mutual fund category has given a 10.33 per cent annualised return in 1 year, 13.01 per cent in 3 years, 15.17 per cent in 5 years, and 10.93 per cent in 10 years.
Top 7 Large Cap Mutual Funds With Highest SIP Returns in 3 Years: Amid market fluctuations, mutual fund investors look for stability in their equity funds. Since all equity funds are under the very high-risk category, they fall when the market slips. However, among all 3 caps—large, mid, and small—large cap mutual funds are expected to perform the best. The reason is at least 80 per cent allocation of large cap stocks in them, as per Securities Exchange Board of India's mandate. Such a ratio makes them fundamentally stronger than mid and small cap funds, and they can perform better than the rest of the 2 amid a market fall. The large cap mutual fund category has given a 10.33 per cent annualised return in 1 year, 13.01 per cent in 3 years, 15.17 per cent in 5 years, and 10.93 per cent in 10 years, as per Value Research data. Here, we take you through the top 7 large cap mutual funds with highest annualised SIP returns in 3 years. Also know how the Rs 22,222 monthly SIP investment has performed in each of them during that period.
Photos: Unsplash/Pixabay
Nippon India Large Cap Fund Direct-Growth
The fund has given 20.03 per cent annualised SIP return in the 3-year time frame.
It has assets under management (AUM) of Rs 35,700 crore, while its net asset value (NAV) is Rs 91.46.
Benchmarked against BSE 100 TRI, the fund has given 16.34 per cent annualised return since its debut in January 2013.
Nippon India Large Cap Fund Direct-Growth
With 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 22,222 monthly SIP investment in 3 years, or a total investment of Rs 7,99,992, has sprung to Rs 11,02,782.1.
DSP Top 100 Equity Direct Plan-Growth
The fund has given 19.51 per cent annualised SIP return in the 3-year period.
It has AUM of Rs 4,504 crore, while its NAV is Rs 472.17.
Benchmarked against BSE 100 TRI, the fund has given 12.51 per cent annualised return since its launch in January 2013.
DSP Top 100 Equity Direct Plan-Growth
At an expense ratio of 1.1 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 22,222 monthly SIP investment in the 3-year time frame has grown to Rs 10,93,301.45.
ICICI Prudential Bluechip Fund Direct-Growth
The pharma fund has given 18.31 per cent annualised SIP return in 3 years.
It has an asset base of Rs 63,264 crore, while its unit price is Rs 110.31.
Benchmarked against NIFTY 100 TRI, the fund has given 15.85 per cent annualised return since its inception in January 2013.
ICICI Prudential Bluechip Fund Direct-Growth
With an expense ratio of 0.91 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 22,222 monthly SIP investment in the 3-year period has zoomed to Rs 10,71,796.87.
Invesco India Largecap Fund Direct-Growth
The tech fund has given 18.31 per cent annualised SIP return in the 3-year time frame.
It has a fund size of Rs 1,324 crore, while its NAV is Rs 75.61.
Benchmarked against NIFTY 100 TRI, the fund has given 15.61 per cent annualised return since its beginning in January 2013.
Invesco India Largecap Fund Direct-Growth
At 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 22,222 monthly SIP investment in 3 years has swelled to Rs 10,71,796.87.
Baroda BNP Paribas Large Cap Fund Direct-Growth
The tech fund has given 17.94 per cent annualised SIP return in the 3-year period.
It has AUM of Rs 2,421 crore, while its unit price is Rs 236.82.
Benchmarked against NIFTY 100 TRI, the fund has given 15.87 per cent annualised return since its starting 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 22,222 monthly SIP investment in the 3-year time frame has turned into Rs 10,65,269.95.
Edelweiss Large Cap Fund Direct -Growth
The fund has given 16.94 per cent annualised SIP return in 3 years.
Its AUM is Rs 4,048 crore, while its unit price is Rs 187.4388.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 15.99 per cent annualised return since its debut in January 2013.
Edelweiss Large Cap Fund Direct -Growth
At an expense ratio of 1.07 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 22,222 monthly SIP investment in the 3-year period has jumped to Rs 10,47,869.6.
JM Large Cap Fund Direct Plan-Growth
The fund has given 16.84 per cent annualised SIP return in the 3-year time frame.
It has a fund size of Rs 480 crore, while its NAV is Rs 164.3.
Benchmarked against BSE 100 TRI, the fund has given 13.28 per cent annualised return since its inception in January 2013.
JM Large Cap Fund Direct Plan-Growth
With 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 22,222 monthly SIP investment in 3 years frame has converted into Rs 10,46,148.64.