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Consider these factors before investing in large size funds:
Risk and Return: Market conditions impact all equity mutual funds. Net Asset Value (NAV) changes with the scheme's benchmark. Large cap funds have stable NAVs, unlike small-cap and mid-cap schemes. Thus, investing in large cap schemes provides portfolio stability. These schemes provide lower returns than mid-cap or small-cap funds.
Not for Short-Term Investors: Large cap funds underperform when the market falls. Underperformance averages out over time since the money is invested in financially strong companies.Staying invested for more than seven years often yields 10-12% returns. Thus, long-term investors are advised to invest in these mutual funds.
Consider Financial Goals: Large-cap mutual funds generate stable returns with moderate risk. When planning for retirement, many investors use these plans. Large-cap mutual funds are also preferred by investors seeking equity market exposure without risk. Think about your financial goals before investing.