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3 Best Rated Largecap SIPs To Invest In September, According To Value Research, Invest?

SIPs are one of the best investment opportunities for investors who have a better risk appetite but do not want to invest in stocks directly. Here 3 SIPs have been discussed, best rated (5 star) by Value Research.

Baroda BNP Paribas Large Cap Fund - Direct Plan - Growth

Baroda BNP Paribas Large Cap Fund - Direct Plan - Growth

Baroda BNP Paribas Large Cap Fund is a large cap mutual fund SIP investment that has a NAV of Rs. 157.16, and its fund size is Rs. 1325.54 crore. Additionally, the Expense Ratio (ER) of this fund is 0.96%.

In the last 1 year SIP return (absolute return) stood at 2.84%, in the last 2 years it has fetched 15.36% returns, in the last 3 years it has given 31.14% returns, in the last 5 years, it has fetched 48.76% returns. Annualized return from its SIP was 5.28% in the past 1 year, 14.38% in the past 2 years, and 18.4% in the past 3 years.

Canara Robeco Bluechip Equity Fund - Direct Plan - Growth

Canara Robeco Bluechip Equity Fund - Direct Plan - Growth

Canara Robeco Bluechip Equity Fund is a large cap mutual fund SIP investment that has a NAV of Rs. 45.91, and its fund size is Rs. 7593.28 crore. Additionally, the Expense Ratio (ER) of this fund is 0.39%.

In the last 1 year SIP return (absolute return) stood at 1.81%, in the last 2 years it has fetched 14.46% returns, in the last 3 years it has given 32.96% returns, in the last 5 years, it has fetched 54.68% returns. Annualized return from its SIP was 3.36% in the past 1 year, 13.56% in the past 2 years, and 19.38% in the past 3 years.

Axis Bluechip Fund - Direct Plan - Growth

Axis Bluechip Fund - Direct Plan - Growth

Axis Bluechip Fund is a large cap mutual fund SIP investment that has a NAV of Rs. 49.7, and its fund size is Rs. 35915.36 crore. Additionally, the Expense Ratio (ER) of this fund is 0.52%.

In the last 1 year SIP return (absolute return) stood at 0.04%, in the last 2 years it has fetched 10.92% returns, in the last 3 years it has given 25.5% returns, in the last 5 years, it has fetched 45.7% returns. Annualized return from its SIP was 0.07% in the past 1 year, 10.3% in the past 2 years, and 15.3% in the past 3 years.

SIPs Comparison

SIPs Comparison

The flexi-cap, small-cap, and mid-cap mutual fund SIPs are known for better returns even in the short term, however, the large-cap mutual fund SIPs are popular for their better liquidity and assurance. The three above-mentioned large cap SIPs have been rated 5 star by rating agency Value Research.

In the short term (1 year - 2 years), the Baroda BNP Paribas Large Cap Fund has given the best returns among all three funds, but, in the long term (3 years - 5 years), the Canara Robeco Bluechip Equity Fund has given the best returns. However, if you are concerned about liquidity, you must note that the Axis Bluechip Fund has the highest fund size among the above-mentioned three funds, and its Expense Ratio is also quite lower than the category average.

Disclaimer

Disclaimer

Investing in equities/mutual funds/SIPs/ELSS/debts poses a risk of financial losses. Investors must therefore exercise due caution. Greynium Information Technologies, and the author are not liable for any losses caused as a result of decisions based on the article.

(Data till September 2, 2022)

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