Large-Cap Funds invest mainly in well-established companies with large market capitalizations, typically those ranked in the top 100. These companies are known for their stability and reliability, offering lower volatility compared to smaller companies. They provide steady growth and are generally less risky.
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.
Lets have a closer look.
Now let us jump and check about these top 15 mutual fund schemes.
JM Large Cap Fund (Regular)
Fund Performance: The JM Large Cap Fund (Regular) Fund has given 21.86% annualized returns in the past three years and 20.49% in the last 5 years and 13.14% in the last 10 years. The JM Large Cap Fund (Regular) Fund comes under the Equity category of JM Financial Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in JM Large Cap Fund (Regular) via lump sum is ₹ 1000 and via SIP is ₹ 500.
Scheme Objective: The scheme seeks long term capital growth and appreciation through investment primarily in equities.
Scheme Manager: Satish Ramanathan, Asit Bhandarkar, Gurvinder Singh Wasan.
Min Amt SIP
: ₹ 500
AUM in ( Cr.)
: ₹ 230.41
1 Y Return (%)
: 47.79
Risko-Meter : Very High
Quant Large Cap Fund
Fund Performance: The Quant Large Cap Fund Fund has given 0.00% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The Quant Large Cap Fund Fund comes under the Equity category of Quant Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Quant Large Cap Fund via lump sum is ₹ 5000 and via SIP is ₹ 1000.
Scheme Objective: The scheme seeks to generate consistent returns by investing in equity and equity related instruments falling under the category of large cap companies. The AMC will have the discretion to completely or partially invest in any of the type of securities stated above with a view to maximize the returns or on defensive considerations
Fund Performance: The BANK OF INDIA Bluechip Fund Regular Plan Growth Fund has given 16.42% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The BANK OF INDIA Bluechip Fund Regular Plan Growth Fund comes under the Equity category of Bank of India Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in BANK OF INDIA Bluechip Fund Regular Plan Growth via lump sum is ₹ 5000 and via SIP is ₹ 1000.
Scheme Objective: The scheme seeks to provide investors with the opportunities long term capital appreciation by investing predominantly in equity and equity-related instruments of large cap companies.
Scheme Manager: Dhruv Bhatia.
Min Amt SIP
: ₹ 1000
AUM in ( Cr.)
: ₹ 158.43
1 Y Return (%)
: 43.67
Risko-Meter : Very High
BARODA BNP PARIBAS LARGE CAP Fund
Fund Performance: The BARODA BNP PARIBAS LARGE CAP Fund Fund has given 19.89% annualized returns in the past three years and 20.76% in the last 5 years and 14.68% in the last 10 years. The BARODA BNP PARIBAS LARGE CAP Fund Fund comes under the Equity category of Baroda BNP Paribas Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in BARODA BNP PARIBAS LARGE CAP Fund via lump sum is ₹ 5000 and via SIP is ₹ 1000.
Scheme Objective: The Scheme seeks to generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities by predominantly investing in large market capitalization companies.
Scheme Manager: Jitendra Sriram, Miten Vora.
Min Amt SIP
: ₹ 1000
AUM in ( Cr.)
: ₹ 2114.69
1 Y Return (%)
: 43.18
Risko-Meter : Very High
Taurus Large Cap Fund
Fund Performance: The Taurus Large Cap Fund Fund has given 18.08% annualized returns in the past three years and 17.83% in the last 5 years and 11.32% in the last 10 years. The Taurus Large Cap Fund Fund comes under the Equity category of Taurus Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Taurus Large Cap Fund via lump sum is ₹ 500 and via SIP is ₹ 500.
Scheme Objective: The scheme aims at long term capital growth by achieving value added returns through capital appreciation. The scheme was made open-ended from April 1999.
