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Top 7 Large Cap Mutual Funds With Best SIP Returns in 5 Years: Rs 16,666 monthly SIP investment in No. 1 scheme has sprung to Rs 18,79,518
- Written by ZeeBiz WebTeam
Published: Zee Business| Updated: Zee Business
Top 7 Large Cap Funds With Highest SIP Returns in 5 Years: When leading indices, BSE Sensex and Nifty 50, fall, equity funds also perform the same way. Amid such a scenario, large cap funds are most likely to perform the best compared to all other categories. Large cap funds need to have at least 80 per cent of their investments in large cap stocks, as per conditions set by Securities Exchange Board of India (Sebi). These large companies are India's top 100 firms in terms of market capitalisation. They are fundamentally strong and can face market fluctuations better than mid and small cap stocks. The large cap mutual fund category has given a 10.42 per cent annualised return (CAGR) in 1 year, 13.09 per cent in 3 years, 16.06 per cent in 5 years, and 11.11 per cent in 10 years, as per Value Research. In this write-up, know the top 7 large cap mutual funds with highest SIP returns in 5 years. Also know how a Rs 16,666 monthly SIP investment in each of them has performed in that duration.
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1/14
Nippon India Large Cap Fund Direct-Growth
1/14The small cap fund has given 22.95 per cent annualised SIP return in 5 years. It has assets under management (AUM) of Rs 35,700 crore, while its net asset value (NAV) is Rs 92.88. Benchmarked against BSE 100 TRI, the fund has given 16.46 per cent annualised return since its launch in January 2013.
2/14
Nippon India Large Cap Fund Direct-Growth
2/14At 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 16,666 monthly SIP investment in the 5-year period, or a total investment of Rs 9,99,960, has ballooned to Rs 18,79,518.
3/14
ICICI Prudential Bluechip Fund Direct-Growth
3/14The fund has given 20.62 per cent annualised SIP return in the 5-year period. It has AUM of Rs 63,264 crore, while its NAV is Rs 112.26. Benchmarked against NIFTY 100 TRI, the fund has given 15.99 per cent annualised return since its debut in January 2013.
4/14
ICICI Prudential Bluechip Fund Direct-Growth
4/14With an expense ratio of 0.58 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. A Rs 16,666 monthly SIP investment in the 5-year time frame has sprung to Rs 17,55,503.
5/14
HDFC Large Cap Fund Direct Plan-Growth
5/14The fund has given 19.79 per cent annualised SIP return in the 5-year time frame. It has an asset base of Rs 35,975 crore, while its unit price is Rs 1,161.85. Benchmarked against NIFTY 100 TRI, the fund has given 14.37 per cent annualised return since its beginning in January 2013.
6/14
HDFC Large Cap Fund Direct Plan-Growth
6/14At an expense ratio of 1.01 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. A Rs 16,666 monthly SIP investment in 5 years has zoomed to Rs 17,13,706.
7/14
Invesco India Largecap Fund Direct-Growth
7/14The fund has given 19.02 per cent annualised SIP return in 5 years. It has a fund size of Rs 1,324 crore, while its NAV is Rs 76.2. Benchmarked against NIFTY 100 TRI, the fund has given 15.65 per cent annualised return since its starting in January 2013.
8/14
Invesco India Largecap Fund Direct-Growth
8/14With 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 16,666 monthly SIP investment in the 5-year period has jumped to Rs 16,75,995.
9/14
DSP Top 100 Equity Direct Plan-Growth
9/14The fund has given 18.99 per cent annualised SIP return in the 5-year period. Its AUM is Rs 4,504 crore, while its NAV is Rs 481.7. Benchmarked against BSE 100 TRI, the fund has given 12.68 per cent annualised return since its inception in January 2013.
10/14
DSP Top 100 Equity Direct Plan-Growth
10/14At 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 16,666 monthly SIP investment in the 5-year time frame has jumped to Rs 16,74,546.
11/14
Baroda BNP Paribas Large Cap Fund Direct-Growth
11/14The fund has given 18.76 per cent annualised SIP return in the 5-year time frame. It has an asset base of Rs 2,421 crore, while its unit price is Rs 239.05. Benchmarked against NIFTY 100 TRI, the fund has given 15.94 per cent annualised return since its debut in January 2013.
12/14
Baroda BNP Paribas Large Cap Fund Direct-Growth
12/14With 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 16,666 monthly SIP investment in 5 years has grown to Rs 16,63,487.
13/14
Edelweiss Large Cap Fund Direct -Growth
13/14The fund has given 18.61 per cent annualised SIP return in 5 years. It has a fund size of Rs 1,110 crore, while its NAV is Rs 90.43. Benchmarked against NIFTY 100 TRI, the fund has given 15.2 per cent annualised return since its launch in January 2013.
14/14
Edelweiss Large Cap Fund Direct -Growth
14/14At an expense ratio of 0.61 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. A Rs 16,666 monthly SIP investment in the 5-year period has converted into Rs 16,56,322.
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