Top Performing Large Cap Funds in 1 Year

The below table shows a list of the Top Performing Large Cap Funds in 1 Year based on AUM, NAV, and minimum SIP.

What Are Large Cap Funds?

Large Cap Funds are equity mutual funds that primarily invest in large-cap companies, which are typically the top 100 companies in terms of market capitalization. These companies are well-established, financially stable, and have a proven track record of performance.

Investing in Large Cap Funds is considered relatively safer compared to mid-cap or small-cap funds because these companies are less volatile and more resilient during market downturns. However, the growth potential may be lower compared to smaller companies.

Large Cap Funds are suitable for investors looking for moderate growth with lower risk. They provide a balance of capital appreciation and stability, making them a popular choice for long-term investments, especially for conservative investors seeking consistent returns.

Features Of Top Performing Large Cap Funds in 1 Year

The main features of top-performing large cap funds in the past year include impressive returns, effective portfolio management, diversification, and strong performance metrics. These characteristics help these funds achieve and sustain high performance over time.

1. Impressive Returns: Top-performing large cap funds deliver substantial annual returns, surpassing their benchmarks and peers. This indicates the fund’s ability to capture market gains and reflect effective investment strategies.
2. Effective Portfolio Management: These funds benefit from skilled management that involves strategic stock selection and asset allocation. Fund managers focus on companies with strong growth prospects, optimizing returns while managing risks.
3. Diversification: Successful funds maintain broad diversification across various sectors and industries. This approach reduces risk and enhances the potential for stable, long-term returns by mitigating the impact of sector-specific downturns.
4. Strong Performance Metrics: They exhibit high alpha, favorable Sharpe ratios, and low volatility. These metrics demonstrate superior risk-adjusted returns, indicating that the fund effectively balances risk and reward.

Best Performing Large Cap Funds in 1 Year

The table below shows the Best Performing Large Cap Funds in 1 Year based on the highest to lowest expense ratio.

Top Performing Large Cap Funds in 1 Year In India

The table below shows the Top Performing Large Cap Funds in 1 Year In India based on the Highest 3Y CAGR.

Top Performing Large Cap Funds in 1 Year List

The table below shows Top Performing Large Cap Funds in 1 Year List based on exit load, i.e., the fee that the AMC charges investors when they exit or redeem their fund units.

Factors To Consider When Investing In Top Performing Large Cap Funds in 1 Year

The main factors to consider when investing in top-performing large-cap funds over one year include fund stability, company fundamentals, management quality, and expense ratios. These elements help assess the potential for sustainable growth and risk management.

1. Fund Stability: Evaluate the fund’s stability through historical performance and volatility. Stable funds with consistent returns often indicate effective management and a strong investment strategy. Avoid funds with high volatility or inconsistent performance.

2. Company Fundamentals: Analyze the underlying companies in the fund. Strong fundamentals such as revenue growth, profitability, and solid balance sheets contribute to the fund’s performance. Ensure the companies are well-established and financially sound.

3. Management Quality: Assess the track record and expertise of the fund manager. Experienced managers with a history of successful large-cap investing are crucial for navigating market changes and maximizing returns.

4. Expense Ratios: Consider the fund’s expense ratio, which affects net returns. Lower expense ratios are generally preferred, as high costs can diminish overall returns. Ensure the fund’s expenses are justified by its performance and management quality.

How To Invest In Top Performing Large Cap Funds in 1 Year?

To invest in top-performing large cap funds, start by researching funds with strong one-year performance records and favorable ratings. Analyze their historical returns, expense ratios, and the expertise of their fund managers. Open a brokerage account and choose funds that align with your investment goals and risk tolerance.

Consider using Alice Blue brokerage for investing, as it offers a user-friendly platform and competitive features for mutual fund investments. Alice Blue provides access to various top-performing funds, along with tools and resources to help you make informed decisions and manage your investments efficiently.

Advantages Of Investing In Top Performing Large Cap Funds in 1 Year?

The main advantages of investing in top-performing large cap funds over the past year include stability, growth potential, lower risk, and liquidity. These factors contribute to a balanced and potentially profitable investment strategy.

1. Stability: Top-performing large cap funds invest in established companies with stable revenue streams, providing consistent performance and reducing volatility compared to smaller or newer companies.
2. Growth Potential: Despite being established, these funds often capture significant market opportunities, offering substantial growth potential while maintaining lower risk compared to mid or small-cap funds.
3. Lower Risk: Large cap funds typically exhibit lower risk due to their investments in financially solid, large companies. This reduces the likelihood of large losses, making them a safer option in volatile markets.
4. Liquidity: Investments in large cap funds are generally more liquid, meaning they can be bought or sold with ease. This liquidity allows investors to access their funds quickly, enhancing financial flexibility.

Risks Of Investing In Top Performing Large Cap Funds in 1 Year?

The main risks of investing in top-performing large cap funds over the past year include market volatility, limited growth potential, sector concentration, and inflation impact. These risks can affect the fund’s performance and investor returns.

1. Market Volatility: Despite their stability, large cap funds are not immune to market fluctuations. Significant market volatility can still impact their performance, leading to potential short-term losses.
2. Limited Growth Potential: Large cap funds often invest in mature companies with slower growth rates. This can limit the potential for rapid capital appreciation compared to smaller or emerging companies.
3. Sector Concentration: These funds may have heavy exposure to specific sectors, such as technology or finance. Sector downturns can adversely affect fund performance if the sector faces challenges.
4. Inflation Impact: High inflation can erode the real returns of large cap funds. Increased costs and reduced consumer spending can negatively impact even well-established companies, affecting their profitability and fund performance.

Introduction to Top Performing Large Cap Funds in 1 Year

ICICI Pru Bluechip Fund

ICICI Prudential Bluechip Fund Direct-Growth is a Large Cap mutual fund scheme from ICICI Prudential Mutual Fund. This fund has been in existence for 11 years and 7 months, having been launched on 01/01/2013.

ICICI Prudential Bluechip Fund as a Large cap fund, manages assets valued at ₹62,717.11 Crore. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 22.92%. This fund has an exit load of 1% and an expense ratio of 0.87%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises Equity –  91.92%, Debt – 0.41%, and Other – 7.67%.

DSP Top 100 Equity Fund

DSP Top 100 Equity Direct Plan-Growth is a Large Cap mutual fund scheme from DSP Mutual Fund. This fund has been in existence for 11 years and 7 months, having been launched on 01/01/2013.

DSP Top 100 Equity Direct Plan-Growth as a Large cap fund, manages assets valued at ₹4,010.19 Crore. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 39.3%. This fund has an exit load of 1% and an expense ratio of 1.08%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises Equity –  94.39%, no Debt, and Other – 5.61%.

Baroda BNP Paribas Large Cap Fund

Baroda BNP Paribas Large Cap Fund Direct-Growth is a Large Cap mutual fund scheme from Baroda BNP Paribas Mutual Fund. This fund has been in existence for 11 years and 7 months, having been launched on 01/01/2013.

Baroda BNP Paribas Large Cap Fund Direct-Growth as a Large cap fund, manages assets valued at ₹2,284.71 Crore. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 44.31%. This fund has an exit load of 1% and an expense ratio of 0.85%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises Equity –  96.25%, Debt – 4.71%, and Other – (-0.96)%.

Bandhan Large Cap Fund

Bandhan Large Cap Fund Direct-Growth is a Large Cap mutual fund scheme from Bandhan Mutual Fund. This fund has been in existence for 11 years and 7 months, having been launched on 01/01/2013.

Bandhan Large Cap Fund Direct-Growth as a Large cap fund, manages assets valued at ₹1,674.65 Crore. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 21.94%. This fund has an exit load of 0.5% and an expense ratio of 0.92%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises Equity –  96.6%, Debt – 0.02%, and Other – 3.38%.

Quant Large Cap Fund

Quant Large Cap Fund Direct-Growth is a Large Cap mutual fund scheme from Quant Mutual Fund. This fund has been in existence for 2 years and 1 month, having been launched on 20/07/2022.

Quant Large Cap Fund Direct-Growth as a Large cap fund, manages assets valued at ₹1,513.75 Crore. This fund has an exit load of 1% and an expense ratio of 0.54%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises Equity –  98.5%, Debt – 4.98%, and Other – (-3.48)%.

Invesco India Large Cap Fund

Invesco India Large Cap Fund Direct-Growth is a Large Cap mutual fund scheme from Invesco Mutual Fund. This fund has been in existence for 11 years and 7 months, having been launched on 01/01/2013.

Invesco India Large Cap Fund Direct-Growth as a Large cap fund, manages assets valued at ₹1,145.78 Crore. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 22.34%. This fund has no exit load and an expense ratio of 0.71%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises Equity –  98.66%, No Debt, and Other – 1.34%.

JM Large Cap Fund

JM Large Cap Fund Direct Plan-Growth is a Large Cap mutual fund scheme from JM Financial Mutual Fund. This fund has been in existence for 11 years and 7 months, having been launched on 01/01/2013.

JM Large Cap Fund Direct Plan-Growth as a Large cap fund, manages assets valued at ₹331.31 Crore. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 21.81%. This fund has an exit load of 1% and an expense ratio of 1.01%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises Equity –  97.58%, No Debt, and Other – 2.42%.

Bank of India Bluechip Fund

Bank of India Bluechip Fund Direct-Growth is a Large Cap mutual fund scheme from Bank Of India Mutual Fund. This fund has been in existence for 3 years and 2 months, having been launched on 08/06/2021.

Bank of India Bluechip Fund Direct-Growth as a Large cap fund, manages assets valued at ₹187.92 Crore. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 44.19%. This fund has an exit load of 1% and an expense ratio of 1.26%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises Equity –  96.7%, Debt – 0.18%, and Other – 3.12%.

Groww Large Cap Fund

Groww Large Cap Fund Fund Direct-Growth is a Large Cap mutual fund scheme from Groww Mutual Fund. This fund has been in existence for 12 years and 4 months, having been launched on 10/04/2008.

Groww Large Cap Fund Fund Direct-Growth as a Large cap fund, manages assets valued at ₹126.92 Crore. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 18.39%. This fund has an exit load of 1% and an expense ratio of 0.6%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises Equity –  97.98%, No Debt, and Other – 0.02%.

Taurus Large Cap Fund

Taurus Large Cap Fund Direct-Growth is a Large Cap mutual fund scheme from Taurus Mutual Fund. This fund has been in existence for 21 years and 1 month, having been launched on 02/12/2002.

Taurus Large Cap Fund Direct-Growth as a Large cap fund, manages assets valued at ₹52.04 Crore. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 18.49%. This fund has an exit load of 1% and an expense ratio of 2.51%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises Equity –  97.29%, No Debt, and Other – 2.71%.

Top Performing Large Cap Funds in 1 Year – FAQs  

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.