Below is the list of best performing Large Cap mutual funds to invest in India.
|Name of Fund||5 Year Returns (p.a.)||Scheme Category|
|Axis Bluechip Fund||13.50%||Large Cap|
|ICICI Prudential Bluechip Fund||12.90%||Large Cap|
|Mirae Asset Large Cap Fund||13.76%||Large Cap|
|SBI Bluechip Fund||14.01%||Large Cap|
|Kotak Bluechip Fund||14.24%||Large Cap|
Large-cap funds are those mutual funds that invest in equity shares of companies categorised under large market capitalisation. Large-cap organisations are reputable and trustworthy players with a well-established track record. These companies constitute the top 100 when it comes to market capitalisation, such as Asian Paints, Axis Bank, Dabur India, Infosys, and more.
Large-cap funds are ideal for those who need slow but steady returns over a period of time with relatively lower risk. Besides, these funds depend on your investment horizon and risk/return objectives.
Due to demonetization in 2016 and availability of tax-saving mutual funds, the recent years have witnessed an exponential increase in the mutual fund investments. As a result, fixed deposits have become a less popular saving instrument among investors.
Many investors are now opting for large-cap funds due to less risk and stable returns on long-term investments. While the returns on FD is pre-determined by the banks, they remain the same throughout the tenure. Further, FD requires a lump sum amount, whereas large-cap funds do not require a lot of money to start investing. You could start with as low as Rs. 500 per month.
Large-cap companies are relatively less risky than mid-cap ones as they are already well-established and provide stable returns and dividends to its investors. Mid-cap stocks, on the other hand, have more potential to expand than large-cap stocks. However, when such companies hit a rough patch, the stock prices fall, and it may take some time to bounce back.
This is why, mid-cap funds are considered more volatile, and risker than large-cap stocks and only those investors who have a long horizon and ability to cope with high risk should invest in them.
Large-cap funds offer various advantages to its investors.
If you thought large-cap stocks are free from any shortcomings, think again. Here are some of its disadvantages.
Large-cap funds can prove to be a prudent investment option for individuals to meet their retirement planning goals. Since these funds have a reasonable amount of risk and yield steady returns, many investors turn to these stocks to invest their retirement corpus. These schemes are also suitable for early-age retirement planners as they tend to generate high returns and good capital appreciation, on long-term investments, i.e., at least five to seven years.
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Investment in mutual funds or any asset class comes with an inherent risk. This is just a web-based tool for getting a rough estimate about the future value of your SIP/lump sum investments. The calculations are based on projected annual returns and periods. The actual annual returns may be higher or lower than the estimated value and it may have a significant impact on the final returns/goals.
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