Experts have been recommending allocating corpus mostly to largecap quality stocks in the current market environment, when broader markets hold high valuations. This could support the largecap fund category in the future.
The largest percentage of funds are allocated by largecap funds to domestic equities, with the majority of those funds going to large cap stocks, which provide portfolio stability for investors. These funds are generally appropriate for investors seeking strong returns over a minimum of three to four years.
The top seven large-cap funds over the last ten years in terms of SIP returns are given below.
HDFC Bank, L&T, Grasim Industries, SBI, RIL, ITC, and Hindalco are among the largest stockholders.
With an investment of Rs 12 lakh ten years ago, a monthly SIP of Rs 10,000 in the fund is currently valued at Rs 28.89 lakh.ICICI Bank, HDFC Bank, RIL, L&T, TCS, ITC, and ABB Power are among the top stockholders.
1/7 Direct (G) Baroda BNP Paribas Largecap Fund
With an AUM of Rs 1,930.52 crore, this fund has a 4-star rating from CRISIL. The fund has a net asset value of 243.83. The fund has provided an annualized return of 19.97% during the last five years. The fund’s minimum investment amount for a lump sum is Rs. 5000, and the minimum amount for a SIP is Rs.500.
Among the top stockholders are Infosys, TCS, Britannia, RIL, HDFC Bank, and ICICI Bank.
Started ten years ago with an investment of Rs 12 lakh, a monthly SIP of Rs 10,000 in the fund is currently valued at Rs 29.96 lakh.
2/7 JM Direct-Largecap Fund (G), The value of a monthly SIP of Rs 10000
The value of a monthly SIP of Rs 10000
With an AUM of Rs 144.17 crore, this fund has a 5-star rating from CRISIL. The fund has a net asset value of 176.43. The fund has provided an annualized return of 19.72% over a five-year period. The fund has a minimum lump-sum investment of Rs. 1000 and a minimum SIP investment of Rs. 100.
Among the top stockholders are Infosys, TCS, Britannia, RIL, HDFC Bank, and ICICI Bank.
Started ten years ago with an investment of Rs 12 lakh, a monthly SIP of Rs 10,000 in the fund is currently valued at Rs 29.96 lakh.
3/7 Bluechip Equity Fund-Direct Canara Robeco (G)
With an AUM of Rs 12,830 crore, this product from Canara Mutual product has a 3-star CRISIL rating. The fund has a net asset value of 66.39. The fund has provided an annualized return of 19.71 percent over a five-year period. The fund’s minimum lump-sum investment is Rs 5000, with a Rs 100 minimum SIP investment.
Among the top stockholders are Infosys, HDFC Bank, ICICI Bank, RIL, Bharti Airtel, L&T, and SBI.An investment of Rs 12 lakh was made in the fund ten years ago, and a monthly SIP of Rs 10,000 will now be worth Rs 30.47 lakh.
4/7 Bluechip Fund-ICICI Prudential Direct (G)
With an AUM of Rs 54,904 crore, this fund has a 5-star CRISIL rating. The fund has a net asset value of 111.29. The fund has provided an annualized return of 19.52 percent over a five-year period. The fund has a minimum lump-sum investment of Rs. 100 and a minimum SIP investment of Rs. 100.
The top stockholders are RIl, HDFC Bank, ICICI Bank, and among others, Maruti Suzuki and Axis Bank.
An investment of Rs 12 lakh was made in the fund ten years ago, and a monthly SIP of Rs 10,000 will now be worth Rs 30.87 lakh.
5/7 Direct-G Nippon India Largecap Fund
With an AUM of Rs 26,137.65 crore, this fund has a 5-star rating from CRISIL. The fund has a net asset value of 93.66. The fund has provided an annualized return of 19.52 percent over a five-year period. The fund has a minimum lump-sum investment of Rs. 100 and a minimum SIP investment of Rs. 100. The fund has a 0.74 percent expense ratio.
Among the top stockholders are Axis Bank, Maruti Suzuki, RIl, HDFC Bank, and ICICI Bank.
An investment of Rs 12 lakh was made in the fund ten years ago, and a monthly SIP of Rs 10,000 will now be worth Rs 32.62 lakh.
6/7 Kotak Bluechip Fund-Direct (G)
This fund has an AUM of Rs 8,027.99 crore and a CRISIL 3-star rating. The fund has a net asset value of 610.76. The fund has provided an annualized return of 19.15% over a five-year period. The fund has a minimum lump-sum investment of Rs. 100 and a minimum SIP investment of Rs. 100. With a 0.6% cost ratio, the fund is offered.
Among the top stockholders are Infosys, TCS, Britannia, RIL, HDFC Bank, and ICICI Bank.
Started ten years ago with an investment of Rs 12 lakh, a monthly SIP of Rs 10,000 in the fund is currently valued at Rs 29.96 lakh.
7/7: Direct (G) Invesco India Largecap Fund:
This fund has an AUM of Rs 1,036.65 crore and a CRISIL 3-star rating. The fund has a net asset value of 76.43. More than Over the course of five years, the fund has provided an annualized return of 19.02 percent. The fund has a minimum lump-sum investment of Rs. 1000 and a minimum SIP investment of Rs. 100. The fund has a 0.76 percent cost ratio.
Among the top stockholders are Infosys, TCS, Britannia, RIL, HDFC Bank, and ICICI Bank.
Started ten years ago with an investment of Rs 12 lakh, a monthly SIP of Rs 10,000 in the fund is currently valued at Rs 29.96 lakh.
Account opning link:
- Groww Account- https://app.groww.in/v3cO/kyrp1zph
- Kotak neo Account https://kotaksecurities.ref-r.com/c/i/32531/109103906
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