The table below shows the Top Performed Large Cap Fund in 10 Years based on the AUM, NAV, and minimum SIP.
Name | AUM (Cr) | NAV | Minimum SIP |
ICICI Pru Bluechip Fund | 55,459.29 | 115.75 | 500 |
SBI BlueChip Fund | 49,176.64 | 98.25 | 5000 |
Mirae Asset Large Cap Fund | 39,951.46 | 121.26 | 100 |
HDFC Top 100 Fund | 35,435.30 | 1,214.47 | 1500 |
Axis Bluechip Fund | 34,520.15 | 67.20 | 100 |
Aditya Birla SL Frontline Equity Fund | 29,104.43 | 560.56 | 100 |
Nippon India Large Cap Fund | 26,925.10 | 96.73 | 100 |
Canara Rob Bluechip Equity Fund | 13,930.64 | 68.93 | 100 |
UTI Large Cap Fund | 13,182.87 | 293.29 | 1500 |
Kotak Bluechip Fund | 8,847.88 | 634.16 | 100 |
Content:
- What Is Large Cap Fund?
- Best Top Performed Large Cap Fund in 10 Years
- List Of Top Performed Large Cap Fund in 10 Years
- Top Performed Large Cap Fund in 10 Years
- Who Should Invest In Top Performed Large Cap Fund in 10 Years?
- How To Invest In Top Performed Large Cap Fund in 10 Years?
- Performance Metrics Of Best Performed Large Cap Fund in 10 Years?
- Benefits Of Investing In Top Performed Large Cap Fund in 10 Years?
- Challenges Of Investing In Best Performed Large Cap Fund in 10 Years?
- Introduction to Top Performed Large Cap Fund in 10 Years
- Best Top Performed Large Cap Fund in 10 Years – FAQs
What Is Large Cap Fund?
A large cap fund invests primarily in companies with large market capitalizations, typically the top 100 companies by market value. These funds focus on well-established, financially stable firms, offering investors steady growth, lower risk, and consistent returns compared to mid or small-cap funds.
Best Top Performed Large Cap Fund in 10 Years
The table below shows the Best Top Performed Large Cap Fund in 10 Years based on the lowest to highest expense ratio and Minimum SIP
Name | Expense Ratio | Minimum SIP |
Canara Rob Bluechip Equity Fund | 0.45 | 100 |
Edelweiss Large Cap Fund | 0.52 | 100 |
Mirae Asset Large Cap Fund | 0.53 | 100 |
Kotak Bluechip Fund | 0.60 | 100 |
Sundaram Large Cap Fund | 0.60 | 100 |
Groww Largecap Fund | 0.60 | 100 |
Axis Bluechip Fund | 0.67 | 100 |
Nippon India Large Cap Fund | 0.74 | 100 |
Invesco India Largecap Fund | 0.76 | 100 |
UTI Large Cap Fund | 0.81 | 1500 |
List Of Top Performed Large Cap Fund in 10 Years
The table below shows a List Of Top Performed Large Cap Fund in 10 Years based on the highest 3Y CAGR and Minimum SIP.
Name | CAGR 3Y % | Minimum SIP |
Nippon India Large Cap Fund | 26.08 | 100 |
JM Large Cap Fund | 23.06 | 100 |
ICICI Pru Bluechip Fund | 22.43 | 500 |
HDFC Top 100 Fund | 22.16 | 1500 |
Baroda BNP Paribas Large Cap Fund | 21.54 | 1500 |
Edelweiss Large Cap Fund | 19.76 | 100 |
Invesco India Largecap Fund | 19.74 | 100 |
Bandhan Large Cap Fund | 19.45 | 100 |
Tata Large Cap Fund | 19.37 | 150 |
Aditya Birla SL Frontline Equity Fund | 18.74 | 100 |
Top Performed Large Cap Fund in 10 Years
The table below shows the Top Performed Large Cap Fund in 10 Years based on exit load, i.e., the fee that the AMC charges investors when they exit or redeem their fund units.
Name | AMC | Exit Load |
Invesco India Largecap Fund | Invesco Asset Management Company Pvt Ltd. | 0 |
Bandhan Large Cap Fund | Bandhan AMC Limited | 0.5 |
PGIM India Large Cap Fund | PGIM India Asset Management Private Limited | 0.5 |
Nippon India Large Cap Fund | Nippon Life India Asset Management Limited | 1 |
JM Large Cap Fund | JM Financial Asset Management Private Limited | 1 |
ICICI Pru Bluechip Fund | ICICI Prudential Asset Management Company Limited | 1 |
HDFC Top 100 Fund | HDFC Asset Management Company Limited | 1 |
Baroda BNP Paribas Large Cap Fund | Baroda BNP Paribas Asset Management India Pvt. Ltd. | 1 |
Edelweiss Large Cap Fund | Edelweiss Asset Management Limited | 1 |
Tata Large Cap Fund | Tata Asset Management Private Limited | 1 |
Who Should Invest In Top Performed Large Cap Fund in 10 Years?
Investors seeking stable and consistent returns with lower risk should consider top-performing large cap funds. Ideal for conservative investors, retirees, and those with a long-term investment horizon, these funds provide exposure to blue-chip companies known for their financial stability and market leadership.
How To Invest In Top Performed Large Cap Fund in 10 Years?
To invest in a top-performing large cap fund, research the best-performing funds over the past decade. Open an account with a reliable broker or mutual fund platform, complete the KYC process, and invest through lump-sum or systematic investment plan (SIP) options based on your financial goals.
Performance Metrics Of Best Performed Large Cap Fund in 10 Years?
Evaluating the performance metrics of the best-performing large-cap fund over the past 10 years reveals impressive growth and consistent returns.
- Annualized Return: Consistent annualized returns of 10-12% over the decade.
- Volatility: Low to moderate volatility with a standard deviation of around 5-7%.
- Expense Ratio: Competitive expense ratio, typically between 1-1.5%.
- Sharpe Ratio: High Sharpe ratio indicates superior risk-adjusted returns.
- Consistency: Stable performance with minimal negative years.
- Drawdown: Limited drawdown during market downturns.
- Dividend Yield: Regular dividend payouts contribute to overall returns.
- Asset Quality: Investment in financially strong, market-leading companies.
Benefits Of Investing In Top Performed Large Cap Fund in 10 Years?
The main benefits of investing in a top-performing large cap fund over ten years include stable returns, lower risk, and consistent growth, making it a reliable choice for conservative investors.
- Stable Returns: Large cap funds invest in established companies, providing stable and reliable returns, which is appealing to risk-averse investors looking for consistent performance.
- Lower Risk: These funds typically have lower volatility compared to mid or small-cap funds, offering a safer investment option with less exposure to market fluctuations.
- Consistent Growth: Investing in blue-chip companies ensures steady growth, as these firms have strong fundamentals and are market leaders in their respective sectors.
- Dividend Income: Large cap companies often pay regular dividends, providing investors with an additional income stream, which enhances total returns over time.
Challenges Of Investing In Best Performed Large Cap Fund in 10 Years?
The main challenges of investing in a top-performing large cap fund over ten years include lower growth potential compared to mid or small caps, higher valuations, and market sensitivity.
- Lower Growth Potential: Large cap funds may offer lower growth potential compared to mid or small cap funds, as the companies are already well-established and may not grow as rapidly.
- Higher Valuations: Large cap stocks often trade at higher valuations due to their established market position, which can limit the upside potential and increase investment costs.
- Market Sensitivity: Although generally stable, large cap funds can still be sensitive to broad market trends and economic downturns, impacting overall returns during unfavorable market conditions.
- Limited Diversification: Focusing primarily on large cap stocks may limit diversification opportunities, exposing the portfolio to specific sector risks and reducing the benefits of a diversified investment approach.
Introduction to Top Performed Large Cap Fund in 10 Years
ICICI Pru Bluechip Fund
ICICI Pru Bluechip Fund, a Large Cap Fund, has an AUM of ₹55,459.29 Crore, a 5Y CAGR of 21.41%, an exit load of 1, and an expense ratio of 0.88.
ICICI Prudential Bluechip Fund Direct Growth is an Equity Mutual Fund Scheme launched by ICICI Prudential Mutual Fund. This scheme was made available to investors on 12 Oct 1993. S Naren and Rajat Chandak are the Current Fund Managers of ICICI Prudential Bluechip Fund Direct-Growth fund. The fund currently has an Asset Under Management (AUM) of ₹55,459.29 Crore and the Latest NAV as of 02 Aug 2024 is ₹117.19.
The ICICI Prudential Bluechip Fund Direct-Growth is rated as Very High risk. Minimum SIP Investment is set to ₹100. The minimum Lumpsum Investment is ₹100. Exit load of 1% if redeemed up to 1 year.
SBI BlueChip Fund
SBI BlueChip Fund, a Large Cap Fund, has an AUM of ₹49,176.64 Crore, a 5Y CAGR of 19.18%, an exit load of 1, and an expense ratio of 0.82.
SBI Bluechip Direct Plan-Growth is an Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jun 1987. Sohini Andani is the Current Fund Manager of the SBI Bluechip Direct Plan-Growth fund. The fund currently has an Asset Under Management (AUM) of ₹49,176.64 Crore and the Latest NAV as of 02 Aug 2024 is ₹99.04.
The SBI Bluechip Direct Plan-Growth is rated as Very High Risk. The minimum SIP Investment is set to ₹500. The minimum Lumpsum Investment is ₹5,000. Exit load of 1% if redeemed within 1 year
Mirae Asset Large Cap Fund
Mirae Asset Large Cap Fund, a Large Cap Fund, has an AUM of ₹39,951.46 Crore, a 5Y CAGR of 18.02%, an exit load of 1, and an expense ratio of 0.53.
Mirae Asset Large Cap Fund Direct-Growth is an Equity Mutual Fund Scheme launched by Mirae Asset Mutual Fund. This scheme was made available to investors on 30 Nov 2007. Neelesh Surana and Harshad Borawake are the Current Fund Managers of Mirae Asset Large Cap Fund Direct-Growth fund. The fund currently has an Asset Under Management (AUM) of ₹39,951.46 Crore and the Latest NAV as of 02 Aug 2024 is 123.14.
The Mirae Asset Large Cap Fund Direct-Growth is rated Very High Risk. The minimum SIP Investment is set to ₹500. The minimum Lumpsum Investment is ₹5,000. Exit load of 1% if redeemed within 1 year
HDFC Top 100 Fund
HDFC Top 100 Fund, a Large Cap Fund, has an AUM of ₹35,435.30 Crore, a 5Y CAGR of 19.07%, an exit load of 1, and an expense ratio of 1.01.
HDFC Top 100 Fund Direct Plan-Growth is an Equity Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was made available to investors on 10 Dec 1999. Prashant Jain is the Current Fund Manager of HDFC Top 100 Fund Direct Plan-Growth fund. The fund currently has an Asset Under Management (AUM) of ₹35,435.30 Crore and the Latest NAV as of 02 Aug 2024 is ₹1,235.51.
The HDFC Top 100 Fund Direct Plan Growth is rated as Very High Risk. Minimum SIP Investment is set to ₹100. The minimum Lumpsum Investment is ₹100. Exit load of 1% if redeemed within 1 year
Axis Bluechip Fund
Axis Bluechip Fund, a Large Cap Fund, has an AUM of ₹34,520.15 Crore, a 5Y CAGR of 16.83%, an exit load of 1, and an expense ratio of 0.67.
Axis Bluechip Fund Direct Plan-Growth is an Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. Shreyash Devalkar is the Current Fund Manager of Axis Bluechip Fund Direct Plan-Growth fund. The fund currently has an Asset Under Management (AUM) of ₹34,520.15 Crore and the Latest NAV as of 02 Aug 2024 is ₹67.98.
The Axis Bluechip Fund Direct Plan Growth is rated Very High Risk. Minimum SIP Investment is set to ₹100. The minimum Lumpsum Investment is ₹100. Exit Load for units in excess of 10% of the investment, 1% will be charged for redemption within 12 months.
Aditya Birla SL Frontline Equity Fund
Aditya Birla SL Frontline Equity Fund, a Large Cap Fund, has an AUM of ₹29,104.43 Crore, a 5Y CAGR of 19.33%, an exit load of 1, and an expense ratio of 0.97.
Aditya Birla Sun Life Frontline Equity Direct Fund Growth is an Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 23 Dec 1994. Mahesh Patil is the Current Fund Manager of Aditya Birla Sun Life Frontline Equity Direct Fund Growth fund. The fund currently has an Asset Under Management (AUM) of ₹29,104.43 Crore and the Latest NAV as of 02 Aug 2024 is ₹568.64.
The Aditya Birla Sun Life Frontline Equity Direct Fund Growth is rated Very High Risk. Minimum SIP Investment is set to 100. The minimum Lumpsum Investment is ₹100. Exit load of 1% if redeemed within 90 days.
Nippon India Large Cap Fund
Nippon India Large Cap Fund, a Large Cap Fund, has an AUM of ₹26,925.10 Crore, a 5Y CAGR of 21.99%, an exit load of 1, and an expense ratio of 0.74.
Nippon India Large Cap Fund Direct-Growth is an Equity Mutual Fund Scheme launched by Nippon India Mutual Fund. This scheme was made available to investors on 30 Jun 1995. Ashwani Kumar and Sailesh Raj Bhan are the Current Fund Managers of Nippon India Large Cap Fund Direct Growth fund. The fund currently has an Asset Under Management (AUM) of ₹26,925.10 Crore and the Latest NAV as of 02 Aug 2024 is ₹98.40.
The Nippon India Large Cap Fund Direct-Growth is rated Very High Risk. Minimum SIP Investment is set to ₹100. The minimum Lumpsum Investment is ₹100. Exit load of 1% if redeemed within 7 days.
Canara Rob Bluechip Equity Fund
Canara Rob Bluechip Equity Fund, a Large Cap Fund, has an AUM of ₹13,930.64 Crore, a 5Y CAGR of 21.49%, an exit load of 1, and an expense ratio of 0.45.
Canara Robeco Bluechip Equity Fund Direct-Growth is an Equity Mutual Fund Scheme launched by Canara Robeco Mutual Fund. This scheme was made available to investors on 19 Dec 1987. Ravi Gopalakrishnan and Shridatta Bhandwaldar are the Current Fund Managers of Canara Robeco Bluechip Equity Fund Direct-Growth fund. The fund currently has an Asset Under Management (AUM) of ₹13,930.64 Crore and the Latest NAV as of 02 Aug 2024 is ₹69.76.
The Canara Robeco Bluechip Equity Fund Direct-Growth is rated Very High Risk. Minimum SIP Investment is set to 100. The minimum Lumpsum Investment is ₹5,000. Exit load of 1% if redeemed within 1 year.
UTI Large Cap Fund
UTI Large Cap Fund, a Large Cap Fund, has an AUM of ₹13,182.87 Crore, a 5Y CAGR of 18.92%, an exit load of 1, and an expense ratio of 0.81.
UTI Large Cap Fund Direct Growth is an Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 14 Nov 2002. Swati Kulkarni is the Current Fund Manager of UTI Large Cap Fund Direct Growth fund. The fund currently has an Asset Under Management (AUM) of ₹13,182.87 Crore and the Latest NAV as of 02 Aug 2024 is 296.19.
The UTI Large Cap Fund Direct-Growth is rated as Very High Risk. Minimum SIP Investment is set to ₹100. The minimum Lumpsum Investment is ₹100. Exit Load for units in excess of 12% of the investment, 1% will be charged for redemption within 1 year.
Kotak Bluechip Fund
Kotak Bluechip Fund, a Large Cap Fund, has an AUM of ₹8,847.88 Crore, a 5Y CAGR of 21.14%, an exit load of 1, and an expense ratio of 0.60.
Kotak Bluechip Fund Direct Growth is an Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 05 Aug 1994. Harish Krishnan is the Current Fund Manager of Kotak Bluechip Fund Direct Growth fund. The fund currently has an Asset Under Management (AUM) of ₹8,847.88 Crore and the Latest NAV as of 02 Aug 2024 is ₹641.87.
The Kotak Bluechip Fund Direct-Growth is rated as Very High Risk. Minimum SIP Investment is set to ₹100. The minimum Lumpsum Investment is ₹100. Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 365 days
Best Top Performed Large Cap Fund in 10 Years – FAQs
The Best Performed Large Cap Fund in 10 Years # 1: ICICI Pru Bluechip Fund
The Best Performed Large Cap Fund in 10 Years # 2:SBI BlueChip Fund
The Best Performed Large Cap Fund in 10 Years # 3:Mirae Asset Large Cap Fund
The Best Performed Large Cap Fund in 10 Years # 4:HDFC Top 100 Fund
The Best Performed Large Cap Fund in 10 Years # 5:Axis Bluechip Fund
The Best Performed Large Cap Fund in 10 Years is based on AUM.
The top performed Large Cap Funds in 10 Years based on 3-year Returns are Nippon India Large Cap Fund, JM Large Cap Fund, ICICI Pru Bluechip Fund, HDFC Top 100 Fund, and Baroda BNP Paribas Large Cap Fund.
Yes, you can invest in top-performing large cap funds by researching and selecting a reliable fund through a broker or mutual fund platform.
Yes, investing in top-performing large cap funds in India over ten years can provide stable returns, lower risk, and consistent growth, making it a good option for conservative investors.
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Disclaimer: The above article is written for educational purposes, and the companies’ data mentioned in the article may change with respect to time The securities quoted are exemplary and are not recommendatory.