Top Performing Large Cap Funds in 5 Years

The below table shows a list Of the Top Performing Large Cap Funds in 5 Years based on AUM, NAV and minimum SIP.

Introduction to Top Performing Large Cap Funds in 5 Years

ICICI Prudential Bluechip Fund  

ICICI Prudential Bluechip Fund is a Large-cap mutual fund scheme from ICICI Prudential Mutual Fund. This fund was operational for 11 years and 8 months and was launched on January 1, 2013.  

ICICI Prudential Bluechip Fund falls under the Large Cap category with an AUM of ₹62,717.11 crores, a 5-year CAGR of 22.92%, an exit load of 1% and an expense ratio of 0.87%. The SEBI risk category is Very High. Its asset allocation includes 0.41% in Treasury Bills, 1.21% in Rights, 9.32% in Cash & Equivalents and 89.06% in Equity.  

Nippon India Large Cap Fund  

Nippon India Large Cap Fund is a Large Cap mutual fund scheme from Nippon India Mutual Fund. This fund has been operational since December 31, 2012, providing average annual returns of 36.84% since inception.  

Nippon India Large Cap Fund falls under the Large Cap category with an AUM of ₹31,800.96 crores, a 5-year CAGR of 24.27%, an exit load of 1% and an expense ratio of 0.68%. The SEBI risk category is Very High. Its asset allocation includes 0% in Rights, 1.19% in Cash & Equivalents and 98.81% in Equity.  

Canara Robeco Bluechip Equity Fund  

Canara Robeco Bluechip Equity Fund is a Large-cap mutual fund scheme from Canara Robeco Mutual Fund. This fund has been operational for 11 years and 8 months, and it was launched on January 1, 2013.  

Canara Robeco Bluechip Equity Fund falls under the Large Cap category with an AUM of ₹14,528.68 crores, a 5-year CAGR of 22.79%, an exit load of 1% and an expense ratio of 0.46%. The SEBI risk category is Very High. Its asset allocation includes 3.58% in Cash & Equivalents and 96.42% in Equity.  

Kotak Bluechip Fund  

Kotak Bluechip Fund is a Large Cap mutual fund scheme from Kotak Mahindra Mutual Fund. This fund has been operational for 11 years and 8 months, having been launched on January 1, 2013.  

Kotak Bluechip Fund falls under the Large Cap category with an AUM of ₹9,292.36 crores, a 5-year CAGR of 22.24%, an exit load of 1% and an expense ratio of 0.59%. The SEBI risk category is Very High. Its asset allocation includes 0.11% in Rights, 0.76% in Mutual Funds, 3.41% in Cash & Equivalents and 95.72% in Equity.  

Baroda BNP Paribas Large Cap Fund  

Baroda BNP Paribas Large Cap Fund is a Large Cap mutual fund scheme from Baroda BNP Paribas Mutual Fund. This fund has been operational since January 2, 2013, providing average annual returns of 42.14% since inception.  

Baroda BNP Paribas Large Cap Fund falls under the Large Cap category with an AUM of ₹2,284.71 crores, a 5-year CAGR of 22.66%, an exit load of 1% and an expense ratio of 0.85%. The SEBI risk category is Very High. Its asset allocation includes 1.01% in Futures & Options, 1.05% in Treasury Bills, 1.40% in Rights, 2.68% in Cash & Equivalents and 93.86% in Equity.  

Bandhan Large Cap Fund  

Bandhan Large Cap Fund is a Large Cap mutual fund scheme from Bandhan Mutual Fund. This fund has been operational for 11 years and 8 months, having been launched on January 1, 2013.  

Bandhan Large Cap Fund falls under the Large Cap category with an AUM of ₹1,574.65 crores, a 5-year CAGR of 21.94%, an exit load of 0.5% and an expense ratio of 0.92%. The SEBI risk category is Very High. Its asset allocation includes 0.88% in Cash & Equivalents and 99.12% in Equity.  

Invesco India Large Cap Fund  

Invesco India Large Cap Fund is a Large Cap mutual fund scheme from Invesco Mutual Fund. This fund has been operational for 11 years and 8 months, having been launched on January 1, 2013.  

Invesco India Large Cap Fund falls under the Large Cap category with an AUM of ₹1,203.35 crores, a 5-year CAGR of 22.34% an exit load of 0%, and an expense ratio of 0.72%. The SEBI risk category is Very High. Its asset allocation includes 3.24% in Cash & Equivalents and 96.76% in Equity.  

Edelweiss Large Cap Fund  

Edelweiss Large Cap Fund is a Large Cap mutual fund scheme from Edelweiss Mutual Fund. This fund has been operational for 11 years and 8 months, having been launched on January 1, 2013.  

Edelweiss Large Cap Fund falls under the Large Cap category with an AUM of ₹1,043.39 crores, a 5-year CAGR of 22.07%, an exit load of 1% and an expense ratio of 0.67%. The SEBI risk category is Very High. Its asset allocation includes 0.18% in Treasury Bills, 2.03% in Cash & Equivalents and 97.78% in Equity.  

Mahindra Manulife Large Cap Fund  

Mahindra Manulife Large Cap Fund is a Large Cap mutual fund scheme from Mahindra Manulife Mutual Fund. This fund has been operational for 5 years and 6 months, having been launched on February 22, 2019.  

Mahindra Manulife Large Cap Fund falls under the Large Cap category with an AUM of ₹510.76 crores, a 5-year CAGR of 21.98%, an exit load of 1% and an expense ratio of 0.67%. The SEBI risk category is Very High. Its asset allocation includes 1.79% in Cash & Equivalents and 98.21% in Equity.  

JM Large Cap Fund  

JM Large Cap Fund is a Large Cap mutual fund scheme from JM Financial Mutual Fund. This fund has been operational for 11 years and 8 months, having been launched on January 1, 2013.  

JM Large Cap Fund falls under the Large Cap category with an AUM of ₹233.53 crores, a 5-year CAGR of 21.81%, an exit load of 1% and an expense ratio of 1.01%. The SEBI risk category is Very High. Its asset allocation includes 0.02% in Rights, 4.30% in Cash & Equivalents and 95.68% in Equity.  

What Are Large Cap Funds?

Large Cap Funds are mutual funds that primarily invest in stocks of large-sized companies, typically ranked among the top 100 in terms of market capitalization. These funds aim to provide stable returns by investing in well-established, financially sound companies with a proven track record of performance and strong market positions.

Large Cap funds focus on blue-chip companies that are leaders in their respective industries. These companies are known for their stability, strong balance sheets and ability to withstand economic downturns.

While Large Cap funds may not offer the highest growth potential, they are generally considered less risky compared to mid-cap or small-cap funds. They are suitable for investors seeking relatively stable returns with moderate risk.

Features Of Top Performing Large Cap Funds in 5 Years

The main features of top-performing Large Cap Funds in 5 years include investment in top 100 companies by market capitalization, relatively lower risk, potential for stable returns, high liquidity, and professional management. These funds offer exposure to well-established companies with strong market positions.

• Blue-chip focus: Large-cap funds primarily invest in the top 100 companies by market capitalization, which are often industry leaders with strong financial positions and established business models.

• Lower volatility: Compared to mid-cap or small-cap funds, Large Cap funds generally experience lower price volatility, making them suitable for risk-averse investors seeking more stable returns.

• Liquidity: Stocks of large-cap companies are typically highly liquid, allowing fund managers to easily buy or sell large quantities without significantly impacting stock prices.

• Dividend potential: Many large-cap companies have a history of paying regular dividends, which can provide a steady income stream for the fund and potentially enhance overall returns.

Best Performing Large Cap Funds in 5 Years

The table below shows the Best Performing Large Cap Funds in 5 Years based on the lowest to highest expense ratio.

Top Performing Large Cap Funds in 5 Years In India

The table below shows Top Performing Large Cap Funds in 5 Years In India Based on the Highest 3Y CAGR.

Top Performing Large Cap Funds in 5 Years List

The table below shows the Top Performing Large Cap Funds in the 5 Years 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 5 Years

The main factors to consider when investing in top-performing Large Cap Funds in 5 years include fund performance, expense ratio, fund manager expertise, portfolio composition and your risk tolerance. These factors can significantly impact the fund’s performance and suitability for your portfolio.

• Fund performance: Analyze the fund’s historical returns over various time periods and compare them with its benchmark index and category average. Look for consistent performance.

• Expense ratio: Compare expense ratios across different funds. Lower expenses can contribute to better overall returns, but also consider the fund’s performance and strategy.

• Fund manager expertise: Evaluate the fund manager’s experience and track record in managing large-cap funds. Their ability to select top-performing large-cap stocks is crucial.

• Portfolio composition: Examine the fund’s sector allocation and top holdings. Ensure the fund maintains a true large-cap focus and is sufficiently diversified across sectors.

• Risk measures: Assess risk metrics such as standard deviation and Sharpe ratio to understand the fund’s volatility and risk-adjusted returns.

How To Invest In Top Performing Large Cap Funds in 5 Years?

To invest in top-performing Large Cap Funds in 5 years, start by researching and comparing different funds based on their performance, expense ratios and investment strategies. Once you’ve selected a fund that aligns with your financial goals and risk tolerance, you can invest through Alice Blue.

Alice Blue is a user-friendly online investment platform that provides tools and resources to help you make informed investment decisions. You can choose to invest a lump sum amount or opt for a Systematic Investment Plan (SIP), which allows you to invest a fixed amount regularly.

For most investors, a SIP is recommended as it helps in rupee cost averaging and reduces the impact of market volatility on your investment over time. Remember to review and rebalance your investment periodically to ensure it remains aligned with your financial goals.

Advantages Of Investing In Top Performing Large Cap Funds in 5 Years?

The main advantages of investing in top-performing Large Cap Funds in 5 years include the potential for stable returns, lower volatility, high liquidity and exposure to established companies. These funds offer a balance between growth potential and stability, making them suitable for various investor profiles.

• Stability: Large-cap funds invest in well-established companies with proven track records, potentially offering more stable returns compared to mid-cap or small-cap funds.

• Lower volatility: These funds generally experience less price fluctuation compared to funds focusing on smaller companies, making them suitable for risk-averse investors.

• Liquidity: Large-cap stocks are typically highly liquid, allowing easier entry and exit from investments without significantly impacting stock prices.

• Dividend potential: Many large-cap companies have a history of paying regular dividends, which can provide a steady income stream and potentially enhance overall returns.

Risks Of Investing In Top Performing Large Cap Funds in 5 Years?

The main risks of investing in top-performing Large Cap Funds in 5 years include limited growth potential, market risk, concentration risk and potential for underperformance in certain market conditions. While generally considered less risky, these funds are not without potential drawbacks.

• Limited growth potential: Large-cap companies may have limited room for rapid growth compared to smaller companies, potentially leading to lower returns in strong bull markets.

• Market risk: While less volatile, large-cap stocks are still subject to overall market risks and can decline in value during market downturns.

• Concentration risk: Some large-cap funds may have significant exposure to a few top companies or sectors, which can impact performance if these specific areas underperform.

• Potential for underperformance: In periods where smaller companies outperform, large-cap funds may lag behind mid-cap or small-cap funds in terms of returns.

Importance of Large Cap Funds

The main importance of Large Cap Funds lies in their ability to provide stability, offer exposure to established companies, contribute to portfolio diversification and potentially deliver consistent returns. These funds play a crucial role in many investors’ portfolios.

• Stability: Large Cap Funds invest in well-established companies, providing a relatively stable investment option compared to mid-cap or small-cap funds.

• Exposure to market leaders: These funds offer investors access to top-performing, industry-leading companies that often have strong financial positions and proven business models.

• Portfolio diversification: Including Large Cap Funds in an investment portfolio can help balance overall risk, especially when combined with other asset classes or smaller-cap funds.

• Potential for consistent returns: Large-cap companies often have stable earnings and may provide more consistent returns over the long term compared to smaller companies.

How Long to Stay Invested in Large Cap Funds?

The ideal investment horizon for Large Cap Funds is typically 5-7 years or longer. This extended time frame allows investors to potentially benefit from the long-term growth of established companies while smoothing out short-term market volatility that can affect even large-cap stocks.

A longer investment period also aligns with the generally stable nature of large-cap companies, allowing time for dividend reinvestment and compound growth. However, regular review and rebalancing of your investment are important to ensure it remains aligned with your financial goals and risk tolerance.

Tax Implications of Investing in Large Cap Funds

Large Cap Funds are taxed as equity mutual funds in India. For holding periods up to 1 year, gains are considered short-term capital gains and taxed at 15%. For holding periods over 1 year, long-term capital gains up to ₹1 lakh per financial year are tax-free.

Long-term capital gains exceeding ₹1 lakh are taxed at 10% without indexation benefits. It’s important to note that these tax rates are subject to change based on government policies. The tax efficiency of equity funds like large-cap funds can make them attractive for long-term investors.

Future of Large Cap Funds

The future of Large Cap Funds in India looks promising, driven by factors such as economic growth, increasing financialization of savings, and the potential for established companies to benefit from market expansion. As the Indian economy evolves, these funds are likely to play an increasingly important role in investors’ portfolios.

However, their performance will continue to be influenced by overall market conditions, global economic factors, and the relative performance of large-cap companies. Innovations in fund management strategies and the introduction of new investment products could further shape the landscape of Large Cap Funds in the coming years.

Top Performing Large Cap Funds in 5 Years – FAQs   .

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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.