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3 Large Cap Equity Funds To Invest In 2022 Based On The Highest 5-Year Returns
If you are new to the world of mutual fund investing, large cap equity mutual funds can certainly be lapped up as they are less risky and can help you build wealth over a long tenure. SEBI mandates these schemes to put in their corpus in top 100 companies by m-cap and as these entities happen to be market leaders in their respective businesses, they are not impacted much by the economic downturns and hence exposed to low risk. So, if you as a new or conservative investor class are entering the investment landscape, here are listed top large cap equity funds based on 5-year returns.
1. Nippon India ETF NV 20:
This large cap fund from the house of Nippon India carries an NAV of Rs. 101.7 as on January 20, 2022. The scheme aims to provide returns corresponding to the total returns of the securities as represented by the NV20 Index before expenses. Launched in the year 2015, the scheme's return since inception is at 16.74%. As on December 31, 2021, the fund's assets are at Rs. 43 crore, while its expense is at 0.36 percent. The fund's performance is measured against NIFTY 50 Value 20 TRI. The fund's 1 year return is at 30.99%
The fund's corpus is largely concentrated in technology, FMCG, construction and energy among others. Top holdings of the fund include TCS, Infosys, L&T, HUL, HCL, ITC etc.
2. Kotak NV 20 ETF:
This large cap fund invests in big companies and when the stock prices tumble these funds tend to fall by a lesser degree and hence are apt for conservative equity investors. NAV of the fund as on January 19 is at 101.09 and the fund size is Rs. 30 crore as on December 31, 2021. Expense ratio of the fund is 0.14%. Since its inception in December 2015, the fund's return is at 19.12%. In the last 1-year, the fund has delivered a return of 31.37%.
Again this large cap fund is biased more toward technology, FMCG, construction, energy, metals, auto and chemicals. Top stock holdings of the fund are TCS, Infosys, HUL, ITC, HCL, Tech Mahindra, Wipro among others.
3. ICICI Prudential NV 20 ETF:
This large cap fund from ICICI Prudential Mutual fund tends to offer returns before expenses that closely correspond to the return of the underlying index. The scheme since launch in 2016 has delivered over 19% return. Assets under management of the scheme as on December 31, 2021 are at Rs. 29 crore while the expense ratio is a bare 0.12%.
In comparison to equity large cap funds, this scheme has over 45% allocation to the technology sector with some prime holdings from the space such as TCS, Infosys, HCL, Tech Mahindra, Wipro among others, Other top holdings of the fund include L&T, HUL, ITC, Power Grid, Hindalco etc.
3 Top Equity: Large Cap Mutual Funds On The Basis Of Highest 5 Yr. Returns
Note the below data is fetched from Value Research and is as on January 20, 2022
| Large cap fund | 5-year return (in %) | Rs. 10000 monthly SIP started 5 years ago now worth |
|---|---|---|
| Nippon India ETF NV 20 | 21.93 | Rs. 10.99 lakh |
| Kotak NV 20 ETF | 21.77 | Rs. 10.93 lakh |
| ICICI Prudential NV 20 ETF | 21.57 | Rs. 10.93 lakh |
Pointers to note when investing in large cap mutual funds:
1. When investing in large cap equity funds you need to have a minimum investment horizon of 5-7 years.
2. Conservative and new investor category can invest in these schemes for realizing their long term financial goals.
3. These schemes are less risky but not completely risk free being market linked financial investments.
4. Past performance is no guarantee for future returns.
Disclaimer:
Mutual fund investments are subject to market risk. Read all scheme-related documents carefully before investing. The information given in the article is solely for informational purpose. We are not professional financial advisors and readers should not comprehend the story as an investment advice. Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.
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