Historic Returns - large cap fund,large cap fund Performance Tracker| Mutual funds with highest returns - Moneycontrol.com (2024)

FAQs

Which large-cap fund gives the highest return? ›

The calculations are in USD currency over recent years. The best performing in the last 30 Years is US Large Cap Growth, that granted a +11.56% annualized return. The worst is US Large Cap Value, with a +9.68% annualized return in the last 30 Years. Each asset presented here is carefully evaluated.

Large-cap stocks tend to be companies that are established in their markets with long-term histories. Some feel this makes them “safer” to invest in. Larger company stocks also often pay dividends, allowing you to capture some of the return of your investment, which some investors view as a benefit.

According to SEBI's rules, all companies that are listed on the stock exchanges are ranked based on their market cap. The top 100 companies are categorised as large cap companies.

An aggressive growth fund is a mutual fund that seeks capital gains by investing in the shares of growth company stocks. Investments held in these funds are companies that demonstrate high growth potential, but also carry greater risk.

The category has around 22 schemes and SBI Equity Savings Fund gave the maximum return of around 12.59%. Arbitrage funds gave the lowest average return of around 5.78%. The category has around 26 schemes and SBI Arbitrage Opportunities Fund, the topper in the category, gave 6.30% in 2023 so far.

Which mutual funds give 30% return? ›

Two small cap funds - LIC MF Small Cap Fund and Motilal Oswal Small Cap Fund - gave 32.04% and 31.06% returns respectivly in the said period. JM Midcap Fund,a mid cap fund, delivered 30.69% return in the last six months. Motilal Oswal ELSS Tax Saver Fund, an ELSS fund, gave 30.49% return in the same period.

Other mutual fund schemes which gave over 20 percent return in the past half a decade include Aditya Birla Sun Life Flexi Cap Fund, DSP Flexi Cap Fund, Franklin India Flexi Cap Fund, HSBC Flexi Cap Fund and Parag Parikh Flexi Cap Fund.

Long-term investment

As mentioned earlier, longer the tenure, the higher the returns. What if the SIP were continued for a decade i.e., 10 years? Then the investment would have grown to ₹30.32 lakh. And in 15 years' time, the investment would have swelled to ₹69.37 lakh by making an investment of ₹18 lakh via SIPs.

Mid Cap Mutual Fund:- If you invest Rs 1000/per month for 20 yrs in Mid cap mutual fund, Assuming that 15–16 % interest rate. You will have approx 15–16 lakhs.In long term all mutual funds are safe.

For instance, to double your money in 10 years, the compound rate of return would have to be 7.2%.

Low-cost funds are those which generate better returns and have a low expense ratio vis-a-vis their category.

Key Takeaways. The U.S. stock market is considered to offer the highest investment returns over time. Higher returns, however, come with higher risk. Stock prices typically are more volatile than bond prices.