Top 7 Large Cap Mutual Funds With Best SIP Returns in 15 Years: Rs 8,888 monthly investment in No. 1 scheme has jumped to Rs 62,74,008; note down details
Top 7 Large Cap Mutual Funds With Best SIP Returns in 15 Years: Large cap mutual funds have the majority of large cap stocks in their portfolio. It provides them stability, and they can give stable returns in the long term. Large cap mutual funds have given up to 16.55 per cent annualised SIP returns (XIRR) in the 15-year period.
Top 7 Large Cap Mutual Funds With Best SIP Returns in 15 Years: Large cap mutual funds are very high-risk equity funds, but they are known for their stability amid market fluctuations. The reason is that they have at least 80 per cent large cap stocks in their portfolio. Large cap stocks belong to large cap firms, which are fundamentally strong and can withstand market tremors better than the funds of any other cap. However, being equity funds, they are suitable for investors with a long-term horizon. Here, we take you through the top 7 large cap mutual funds that have given the highest annualised SIP returns in 15 years. Also know how a Rs 8,888 monthly SIP investment in each of them has given in that durations.
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Quant Focused Fund
The fund has given 16.55 per cent annualised SIP return in 15 years.
It has assets under management (AUM) of Rs 1,075 crore, while its net asset value (NAV) is Rs 81.8401.
Benchmarked against NIFTY 500 TRI, the fund has given 13.62 per cent annualised return since its debut in August 2008.
Quant Focused Fund
With an expense ratio of 1.68 per cent, the fund has Rs 1,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 8,888 monthly SIP investment in the 15-year period, or a total investment of Rs 15,99,840, has grown to Rs 62,74,008.
Nippon India Large Cap Fund
The fund has given 15.64 per cent annualised SIP return in the 15-year time frame.
It AUM of Rs 35,667 crore, while its NAV is Rs 83.9698.
Benchmarked against BSE 100 TRI, the fund has given 12.92 per cent annualised return since its inception in August 2007.
Nippon India Large Cap Fund
At an expense ratio of 1.57 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 8,888 monthly SIP investment in 15 years has converted into Rs 57,93,515.
ICICI Prudential Bluechip Fund
The fund has given 15.17 per cent annualised SIP return the 15-year period.
It has an asset base of Rs 63,264 crore, while its unit price is Rs 102.7700.
Benchmarked against NIFTY 100 TRI, the fund has given 14.95 per cent annualised return since its launch in May 2008.
ICICI Prudential Bluechip Fund
With an expense ratio of 1.45 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 8,888 monthly SIP investment in 15-year time frame has jumped to Rs 55,61,875.
Mirae Asset Large Cap Fund - Regular Plan
The fund has given 14.68 per cent annualised SIP return in 15 years.
It has a fund size of Rs 38,752 crore, while its unit price is Rs 105.2640.
Benchmarked against NIFTY 100 TRI, the fund has given 14.99 per cent annualised return since its starting in April 2008.
Mirae Asset Large Cap Fund - Regular Plan
At an expense ratio of 1.52 per cent, the fund has Rs 99 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 8,888 monthly SIP investment in 15-year period has swelled to Rs 53,30,370.
Baroda BNP Paribas Large Cap Fund
The fund has given 14.42 per cent annualised SIP return in the 15-year time frame.
Its AUM is Rs 2,348 crore, while its NAV is Rs 207.8654.
Benchmarked against NIFTY 100 TRI, the fund has given 16.02 per cent annualised return since its beginning in September 2004.
Baroda BNP Paribas Large Cap Fund
With an expense ratio of 2.01 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 8,888 monthly SIP investment in 15-year has grown to Rs 52,12,352.
SBI Bluechip Fund
The fund has given 14.19 per cent annualised SIP return the 5-year period.
It has an asset base of Rs 49,683 crore, while its NAV is Rs 86.5911.
Benchmarked against BSE 100 TRI, the fund has given 12.04 per cent annualised return since its launch in February 2006.
SBI Bluechip Fund
At an expense ratio of 1.51 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 8,888 monthly SIP investment in 15-year time frame has converted into Rs 51,08,979.
Edelweiss Large Cap Fund - Regular Plan
The fund has given 13.95 per cent annualised SIP return in 15 years.
It has a fund size of Rs 1,110 crore, while its unit price is Rs 79.4800.
Benchmarked against NIFTY 100 TRI, the fund has given 14.08 per cent annualised return since its inception in May 2009.
Edelweiss Large Cap Fund - Regular Plan
With an expense ratio of 2.16 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 8,888 monthly SIP investment in 15-year period has jumped to Rs 50,01,992.