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 mutual funds that invest in companies with large market capitalization. Large-cap companies are some of the most reputable and significant brands in our country and constitute the top 100 corporations in its segment. Reliable brand equity, strong corporate practices, competitive advantage, and well-established track record are some of the features that make these companies a viable option for investors looking for steady returns at low risk.
Examples of large-cap entities include – Ambuja Cement, HDFC Bank, Ashok Leyland, Wipro, DLF, and more.
Capital returns from large-cap funds do not fluctuate according to the market conditions, which makes them a prudent choice for risk-averse investors. Furthermore, large-cap funds are financially secure and are invested in organizations that are less likely to become insolvent over time. Hence, it can be a perfect bet for investors aiming for long-term but a less-risky investment.
Also, since these funds ensure steady returns over at least 5 to 7 years, early-stage investors can use these funds to meet their retirement planning goals.
Below is the list of best performing balanced mutual funds to invest in India.
Name of Fund | 5 Year Returns (p.a.) | Scheme Category |
---|---|---|
HDFC Balanced Advantage Fund | 11.37% | Dynamic Asset Allocation |
ICICI Prudential Equity & Debt Fund | 12.78% | Aggressive Hybrid Fund |
DSP Regular Savings Fund | 9.22% | Conservative Hybrid Fund |
Axis Regular Saver Fund | 9.50% | Conservative Hybrid Fund |
The balanced funds are the funds that provide a combination of capital growth and moderate-income by investing in the balance of equities, bonds and debt securities.
As an asset class, equity and debt play an important role in creating long term wealth for an investor. Investment in equity brings an opportunity for capital growth through stock price appreciation and dividends, while debts portfolio provides stability through fixed income and capitals gains on bond prices.
There are various key benefits of investing in balanced funds:
Market sentiments are meant to drive asset allocation decisions, if done manually, which may not be in the best interests of investors. These challenges can be avoided by investing in a balanced fund as the fund manager is responsible for asset allocation and portfolio rebalancing and investors benefit from both equity and debt by investing in a fund.
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Disclaimer
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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.
So, you are requested to kindly do your own analysis or hire an expert financial advisor/planner before making any investment decision.
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