Prior to investing in a mutual fund scheme, investors often examine the returns given by a scheme within a given time frame and compare the same with the corresponding schemes in the same category launched by other fund houses.
Typically, the schemes offering highest returns tend to draw a large number of investors, thus mounting the pressure on fund managers to continue to deliver high performance. Sometimes, the pace continues, whereas in some cases, it does not.
So, one should not assume that the historical returns of a mutual fund scheme will continue in the future as well.
What are large cap mutual funds?
Large cap mutual funds refer to the schemes, which invest a minimum of 80 percent of assets in large cap stocks, as per the Sebi’s categorisation of mutual funds. And large cap stocks are the securities of those companies which are positioned between 1 to 100 when ranked as per market capitalisation.
Here we select the top-performing large cap mutual funds which have delivered over 40 percent return in the past one year.
| Large Cap funds | 1-year-return (%) |
| Quant Large Cap Fund | 56.31 |
| Bank of India Bluechip Fund | 49.09 |
| JM Large Cap Fund | 47.09 |
| Nippon India Large Cap Fund | 46.42 |
| ICICI Prudential Bluechip Fund | 41.80 |
| Invesco India Largecap Fund | 41.60 |
| ITI Large Cap Fund | 41.47 |
| Baroda BNP Paribas Large Cap Fund | 41.31 |
(Source: AMFI, returns as on April 4, 2024)
As we see in the table, there are eight large cap schemes which have delivered over 40 percent return in the past one year.
However, it is important to note that the past returns do not guarantee a scheme’s future returns. So, one must keep in mind an array of factors before deciding to invest in a scheme.
These include the category of scheme, reputation of the fund house, overall macroeconomic situation and importantly — investor's risk appetite, among others.
Note: This story is for informational purposes only. Please speak to a SEBI-registered investment advisor before making any investment related decision.
Business NewsMutual FundsTop mutual funds: These large cap funds gave over 40 percent return in the past one year. Should you invest?
FAQs
Two schemes from JM Mutual Fund — JM Value Fund and JM Flexicap Fund — gave an XIRR of 40.80% and 40.58%, respectively, in the last three years. A monthly SIP of Rs 10,000 in these two schemes would have been Rs 6.31 lakh and Rs 6.29 lakh, respectively.
Which mutual fund gave the highest return in one year? ›
List of Top 10 Mutual Funds for 1 Year
| Fund Name | Category | Absolute Returns- 1Y |
|---|
| HDFC Defence Fund | Thematic Fund | 141.66 |
| SBI PSU Fund | Thematic Fund | 102.45 |
| Invesco India PSU Equity Fund | Thematic Fund | 102.24 |
| Aditya Birla SL PSU Equity Fund | Thematic Fund | 99.23 |
6 more rowsJul 30, 2024
As per data available on the AMFI website, in the large-cap category, Nippon India Large Cap Fund leads the way with a direct three-year return of 25.38%, followed closely by HDFC Top 100 Fund at 21.82%, ICICI Prudential Bluechip Fund at 21.74%, JM Large Cap Fund at 21.29%, and Invesco India Largecap Fund at 20.29%.
Which mutual fund gives 20 percent return? ›
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.
What if I invest $10,000 in mutual funds for 10 years? ›
Mutual fund calculator
It has given 25.96 % annualised returns in ten years. The calculator shows that a monthly SIP of ₹10,000 in this fund could have grown to approx. ₹57,53,702 in ten years. The mutual fund calculator shows how a lumpsum investment of 1 lakh grew more than five times in ten years.
Which mutual fund gives a 70 percent return? ›
Equity Mutual Funds: Performance of lumpsum investments in FY24
| Scheme | Current Value of Rs 1 lakh invested on April 1, 2023 | CAGR |
|---|
| Motilal Oswal Midcap Fund | 1,57,985.99 | 57.99% |
| Bank of India Flexi Cap Fund | 1,57,716.70 | 57.72% |
| JM Value Fund | 1,56,067.46 | 56.07% |
| JM Midcap Fund | 1,55,487.92 | 55.49% |
16 more rowsMar 29, 2024
Motilal Oswal ELSS Tax Saver Fund, an ELSS fund, gave 30.49% return in the same period. Two small caps - Tata Small Cap Fund and Bank of India Small Cap Fund - offered 30.44% and 30.33% returns respectively in last six months.
What is the most successful mutual fund? ›
Best-performing U.S. equity mutual funds
| Ticker | Name | 5-Year Return (%) |
|---|
| FDGRX | Fidelity Growth Company Fund | 23.11 |
| SCIOX | Columbia Seligman Tech & Info Adv | 22.54 |
| FSBDX | Fidelity Series Blue Chip Growth | 22.33 |
| FBGRX | Fidelity Blue Chip Growth | 21.51 |
3 more rowsSep 2, 2024
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.
Is it a good time to invest in large cap mutual funds? ›
Long-Term Investor: large cap mutual funds are known to perform well over a long period of time. Given that there are minimal risks, and it is not completely risk-free, these funds are known to face short-term market fluctuations. Therefore, it is advised to stay invested in these funds for the long term.
If you are not expecting an aggressive return, you can go with large-cap funds. The risk involved in mid-cap funds is slightly higher than in large-cap funds. This is suitable for investors who are moderately risk-tolerant with a long-term investment horizon. These are best for short-term investors.
Which large cap fund is best for 2024? ›
- 360 ONE Mutual Fund.
- Aditya Birla Sun Life Mutual Fund.
- Axis Mutual Fund.
- Bajaj Finserv Mutual Fund.
- Bandhan Mutual Fund.
- Bank of India Mutual Fund.
- Baroda BNP Paribas Mutual Fund.
- Canara Robeco Mutual Fund.
Highest Return Mutual Funds in Last 1 Year
| Fund Name | 6 Months Return | 1 Year Return |
|---|
| Invesco India PSU Equity Fund (G) | 25.0% | 68.8% |
| Motilal Oswal Midcap Fund (G) | 39.9% | 64.3% |
| DSP T.I.G.E.R. Fund (G) | 35.7% | 60.5% |
| Motilal Oswal Large and Midcap Fund (G) | 40.3% | 58.1% |
16 more rowsThe 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%.
Can we get 15% return on mutual fund? ›
Consider investing Rs 15,000 per month for 15 years and earning 15% returns. After 15 years, the total wealth will be Rs 1,00,27,601 (Rs. 1 crore). According to the compounding principle, if we implement these very same returns and contributions for another 15 years, the amount we accumulate grows enormously.
What mutual fund has the highest return? ›
Top Performing Funds by Total Returns
- 90.25% ProFunds Semiconductor UltraSector Fund SMPIX.
- 63.17% Bitcoin Strategy ProFund BTCFX.
- 61.05% T. Rowe Price Emerging Europe Fund TREMX.
- 50.98% ProFunds UltraChina UGPIX.
- 48.32% Fidelity® Select Semiconductors Port FSELX.
Three schemes - JM Value Fund, HSBC Multi Cap Fund, and ITI Mid Cap Fund - offered 60.98%, 60.76%, and 60.07% respectively in one year horizon. Interested in investing? Don't just go with the returns in one year. Always consider risk appetite, investment horizon and goal before investing.
Can mutual funds return 50? ›
Synopsis. Several equity mutual funds have shown impressive returns in the last nine months, with over 14 funds offering more than 50% return. Quant Value Fund topped the list with 63.81% return. Investors should carefully assess their risk appetite and investment goals before making decisions.
