Best Large Cap Mutual Fund Schemes :The returns of Largecap Mutual Funds schemes, which are considered safe for investment, have also been very large. There are many such schemes visible on the return chart, which have given investors a return of up to 18.33% CAGR in 15 years. These schemes have made investors crorepatis, that is, huge returns with security. Largecap funds invest in only those shares, which are in the top 100 in terms of market cap and can be included among the market leaders in their respective sectors. These schemes are considered safe due to the strong base of these companies.
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better track record
Large-cap funds are a category of mutual funds that invest in shares of large capitalization companies. These usually include the top 100 companies (Largecap Companies) in terms of market capitalization. These include shares like RIL, TCS, HUL, SBI, ITC, HDFC Bank, ICICI Bank. All these companies are market leaders in their respective sectors. They have a strong ability to deal with market challenges and have a better track record. Large-cap funds provide stable returns in the long run and are considered safe investments among all equity funds.
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Quant Focused Fund
15 year annualized return in SIP: 18.33%
Monthly SIP: Rs 15,000
Total investment in 15 years: Rs 28,00,000
Value of SIP after 15 years: Rs 1,36,13,193
1 Year Return: 53.45% p.a.
3 Year Return: 20.55% p.a.
5-year return: 22.85% p.a.
7 Year Return: 17.74% p.a.
10-year return: 18.88% p.a.
Total assets of the fund: Rs 1,004 crore (31 May 2024)
Expense Ratio: 2.19% (31 May 2024)
Nippon India ETF Nifty Next 50
15 year annualized return in SIP: 16.84%
Monthly SIP: Rs 15,000
Total investment in 15 years: Rs 28,00,000
Value of SIP after 15 years: Rs 1,18,84,734
1 Year Return: 63.67% p.a.
3 Year Return: 21.88% p.a.
5-year return: 21.23% p.a.
7 Year Return: 15.52% p.a.
10-year return: 16.07% p.a.
Total assets of the fund: Rs 4,558 crore (31 May 2024)
Expense Ratio: 0.17% (30 April 2024)
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Mirae Asset Largecap Fund
15 year annualized return in SIP: 15.6%
Monthly SIP: Rs 15,000
Total investment in 15 years: Rs 28,00,000
Value of SIP after 15 years: Rs 1,06,13,220
1 Year Return: 24.64% p.a.
3 Year Return: 13.36% p.a.
5-year return: 14.36% p.a.
7 Year Return: 13.28% p.a.
10-year return: 14.52% p.a.
Total assets of the fund: Rs 37,631 crore (31 May 2024)
Expense Ratio: 1.53% (30 April 2024)
ICICI Pru Bluechip Fund
15 year annualized return in SIP: 15.97%
Monthly SIP: Rs 15,000
Total investment in 15 years: Rs 28,00,000
Value of SIP after 15 years: Rs 1,09,74,785
1 Year Return: 39.12% p.a.
3 Year Return: 20.35% p.a.
5 Year Return: 18.40% p.a.
7 Year Return: 15.74% p.a.
10-year return: 14.81% p.a.
Total assets of the fund: Rs 55,459 crore (31 May 2024)
Expense Ratio: 1.49% (30 April 2024)
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Nippon India Largecap Fund
15 year annualized return in SIP: 16.31%
Monthly SIP: Rs 15,000
Total investment in 15 years: Rs 28,00,000
Value of SIP after 15 years: Rs 1,13,28,457
1 Year Return: 39.34% p.a.
3 Year Return: 23.44% p.a.
5-year return: 18.43% p.a.
7 Year Return: 16.00% p.a.
10-year return: 15.55% p.a.
Total assets of the fund: Rs 26,925 crore (31 May 2024)
Expense Ratio: 1.61% (30 April 2024)
Source: Value Research
Who should invest
If you do not like the fluctuations of the market or do not have the ability to take high risk, yet want high returns like equity, then large-cap funds are the perfect option for you. Although it is not that there is no risk in large-cap or the volatility of the market does not affect it, but the volatility in them is less than in midcap and smallcap. They can deal with the market volatility strongly as compared to midcap and smallcap. Actually, large-cap funds contain stocks of different blue chip companies from different sectors. The market cap of these blue chips is high and their base is also strong. Such companies are cash rich.