Investing in stocks has historically offered investors the potential for attractive returns over the medium to long term. Over the past 2-3 years, the Nifty 50 index has seen a lot of volatility, but still he has achieved an impressive return of 85% in 5 years. If you are looking for stable returns over the medium term, investing in large-cap mutual funds can be a profitable option. In this article, we introduce 10 large-cap mutual funds that have consistently provided high returns over the past five years and share insights on their performance in terms of rolling his returns.
How were these funds selected?
We have listed the top 10 large-cap funds that have generated the highest returns, regardless of assets under management (AUM). This selection process is easy based on highest returns and can be replicated by anyone using financial websites such as Moneycontrol or ValueResearchOnline.
List of 10 large-scale investment trusts that will achieve maximum returns in 5 years
|scheme name||1 year||2 years||3Y||5 years||10 years|
|Canara Robeco Blue Chip Equity Fund||11%||Five%||17%||17%||16%|
|Baroda BNP Paribas Large Cap Fund||13%||7%||18%||16%||16%|
|Edelweiss Large Cap Fund||16%||8%||19%||16%||15%|
|Kotak Blue Chip Fund||12%||Five%||18%||16%||15%|
|Japan India Large Cap Fund||19%||13%||26%||16%||18%|
|ICICI Prudential Blue Chip Fund||16%||9%||twenty one%||15%||16%|
|Invesco India Large Cap Fund||14%||Four%||18%||15%||16%|
|SBI Blue Chip Fund||12%||6%||19%||15%||16%|
|Tata Large Cap Fund||12%||Five%||19%||15%||14%|
|HDFC Top 100 Fund||17%||11%||twenty three%||14%||15%|
Key observations from the best-performing large-cap funds over the past five years
Even though the Nifty 100 has delivered an annualized return of 12.4% over the past five years, these 10 large-cap funds have outperformed it, generating returns of over 14%.
These large funds have also outperformed when compared to the Nifty 50, which returned 12.9% annually over the same period.
Most of these large-cap funds have performed well over the medium to long term, delivering returns of 14% to 16% over the past 5 to 10 years. Patience is key here.
Investors should consistently invest in mutual funds through SIPs (Systematic Investment Plans) irrespective of market conditions to reap the benefits of compound interest and consistent returns.
Some of these funds have shown very good performance over the medium to long term, but may have had poor returns (around 5%) over the past 2-3 years. It is important to note that the stock market generally fluctuates over the short term (1-3 years), whereas large-cap funds tend to perform well over the medium to long term.
From a three-year rolling perspective, all 10 large-cap funds except HDFC Top 100 fund have consistently generated positive returns. Only 3% of the HDFC Top 100 funds produced negative returns.
From a rolling five-year perspective, these 10 large-cap funds have shown remarkable consistency, delivering positive returns over 99.2% of the time.
Rather than chasing mutual funds based solely on past returns, prioritize your investments according to your financial goals and investment horizon. If you have long-term goals and are looking for stable returns, investing in these large funds may be a good choice.If you are looking for You can check out high-risk, high-return investment trusts and small-cap investment trusts.
Seek consistency in investment trust returns. Most of these funds, except HDFC Top 100 Fund, have an impressive track record with positive returns more than 99% of the time.
Adopt a disciplined investment approach by investing in mutual funds through SIPs. Take advantage of market corrections that occur every 3-6 months.you can Create a 1 billion mutual fund corpus with just 5,000 SIPs
Expert recommendations and ChatGPT MF recommendations or Google Bard AI recommended investment trust list It may be useful as a starting point. Do your own research and find a mutual fund that fits your investment style.