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5 Best Performing Lumpsum Equity Large Cap Mutual Funds

By Sneha Kulkarni
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Individuals who prefer to invest over a lengthy period of time should consider a lump sum investment. In the case of a lump sum investment, long-term investment can be considered for a period of 10 years or more. The money is deposited as a one-time down payment in lump sum investing. Individuals with a considerable sum of money can invest a significant portion of it in mutual funds. Investors who want to put their money in for at least 3-4 years and expect a big return. These investors should, however, be prepared for the risk of moderate losses in their assets. Here are 5 equity large-cap mutual funds that have performed well in past years.

 

Canara Robeco Bluechip Equity Fund

Canara Robeco Bluechip Equity Fund

Canara Robeco Bluechip Equity Fund Direct-Growth manages assets worth Rs 4,272 crores (AUM). The returns over the last year have been 64.72 percent.

It has had an average yearly return of 16.75 percent since its inception. The majority of the money in the fund is invested in the financial, technology, energy, construction, and healthcare industries.

The Canara Robeco Large cap+ fund is named after the investment strategy, which is primarily focused on building a portfolio that invests in any of the top 150 stocks ranked by market capitalization. Canara Robeco Bluechip Equity Fund's NAV for September 24, 2021, is 46.83. The expense ratio is 0.34%. The fund has a 5-star rating from CRISIL and Value Research.

Over a three-year period, a lump sum investment of Rs. 1 lakh would have increased to Rs. 1.84 lakhs.

Axis Bluechip Fund
 

Axis Bluechip Fund

Axis Bluechip Fund Direct Plan-Growth manages a total of 32,213 crores in assets (AUM). The fund's expense ratio is 0.46 percent, which is comparable to the expense ratios charged by most other Large Cap funds. The fund's 1-year returns were 64.21 percent. It has returned an average of 18.25 percent every year since its inception.

The scheme intends to achieve long-term capital growth by investing in a diversified portfolio that consists primarily of large-cap stocks and equity-related products. Axis Bluechip Fund's NAV on September 24, 2021, is 53.09. A lump sum investment of Rs. 1 lakh would have grown to Rs. 1.85 lakhs after three years, a profit of Rs 85,000.

IDBI India Top 100 Equity

IDBI India Top 100 Equity

The 1-year returns for the IDBI India Top 100 Equity Fund Direct-Growth are 71.31 percent. Since its inception, it has averaged 15.79 percent annual returns. The fund is invested in Indian stocks to the tune of 97.57 percent, with 71.06 percent in large-cap stocks, 8.98 percent in mid-cap stocks, and 3.8 percent in small-cap stocks.

The fund has a 0.02 percent debt investment, with 0.02 percent of it in funds that are invested in very low-risk securities.

For September 24, 2021, the NAV of IDBI India Top 100 Equity is 44.13. The direct plan of IDBI India Top 100 Equity has an expense ratio of 1.34 percent. The fund invests the majority of its money in the financial, technology, energy, construction, and services sectors.

A lump sum investment of Rs. 1 lakh would have grown to Rs. 1.85 lakhs after three years, a profit of Rs 84,567. The fund has 5star rating from CRISIL rating agency.

BNP Paribas Large Cap Fund

BNP Paribas Large Cap Fund

The BNP Paribas Large Cap Fund Direct-Growth manages assets of 1,212 crores (AUM). The fund's expense ratio is 1%, which is greater than the expense ratios charged by most other Large Cap funds.

The 1-year returns on BNP Paribas Large Cap Fund Direct-Growth are 61.27 percent. It has had an average yearly return of 16.94% since its inception. The majority of the money in the fund is invested in the financial, technology, energy, services, and FMCG industries.

The NAV of BNP Paribas Large Cap Fund for Sep 24, 2021 is 156.77. After three years, a lump sum investment of Rs 1 lakh would have increased to Rs 1.78 lakhs, resulting in a profit of Rs 78,452. The fund has 5 star rating from Value Research.

Kotak Bluechip Fund Growth

Kotak Bluechip Fund Growth

The assets under management of Kotak Bluechip Fund Direct-Growth have valued 3,233 crores (AUM). The fund's expense ratio is 0.87 percent, which is higher than the expense ratios charged by most other Large Cap funds.

The 1-year returns for Kotak Bluechip Fund Direct-Growth are 67.39 percent. It has had an average yearly return of 16.44 percent since its inception. The majority of the money in the fund is invested in the financial, technology, energy, fast-moving consumer goods, and construction industries. Kotak Bluechip Fund's NAV for September 24, 2021, is 421.93.

A lump sum investment of Rs 1 lakh would have grown to Rs 1.77 lakhs after three years, yielding a profit of Rs 77,375. Value Research has given the fund a four-star rating.

Conclusion

Conclusion

When investing for a short period of time, you should use extreme caution especially when markets are at an all-time high. Investing in high-risk options is not a good idea because you will not have enough time to recover if you lose money. As previously said, when investing for a limited period of time, your primary goal should be to conserve your capital while also earning some returns.

Disclaimer

Disclaimer

The opinions and investment ideas offered by Greynium Information Technologies' authors or employees should not be construed as investment advice to buy or sell stocks, gold, currency, or other commodities. Investors should not make trading or investment decisions solely primarily on information given on GoodReturns.in. We are not a qualified financial counsellor, and the material provided here is not intended to be investment advice. It is informational in nature. All readers and investors should note that neither Greynium nor the author of the articles, would be responsible for any decision taken based on these articles.

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