Top-Performing Large Cap Mutual Funds in the Last 10 Years

Strategic Insights -

Over the last decade, India's stock market has witnessed remarkable growth, with benchmark indices Sensex and Nifty increasing by 11.75% and 12% respectively. This surge in market value has been catalyzed by the growing participation of retail investors, particularly through Systematic Investment Plans (SIPs) in mutual funds. As a result, large cap funds have seen a substantial rise in their Net Asset Values (NAVs). In this article, we focus on the top-performing mutual funds from the large cap fund category over the past decade, with a special emphasis on those with the highest SIP returns.

Key Takeaways:

  • Nippon India Large Cap Fund -- Growth has given an impressive 15.36% annualized return over the last 10 years, with a fund size of Rs 32,884 crore and an expense ratio of 1.58%.
  • ICICI Prudential Bluechip Fund -- Growth has delivered an annualized return of 14.89% over the last decade, with a fund size of Rs 64,222.82 crore and an expense ratio of 1.45%.
  • Mirae Asset Large Cap Fund -- Regular -- Growth has produced an annualized return of 14.42% over the last 10 years, with a fund size of Rs 41,592.92 crore and an expense ratio of 1.51%.
  • Baroda BNP Paribas Large Cap Fund -- Regular Plan -- Growth has given an annualized return of 14.33% over the last decade, with a fund size of Rs 2,342.57 crore and an expense ratio of 2.03%.
  • Canara Robeco Bluechip Equity Fund -- Regular Plan -- Growth has delivered an annualized return of 14.22% over the last 10 years, with a fund size of Rs 14,528.68 crore and an expense ratio of 1.66%.

Statistics:

  • The annualized returns of the top 5 large cap mutual funds over the last 10 years range from 14.22% to 15.36%.
  • The expense ratios for these funds vary from 1.45% to 2.03%.
  • The combined fund size of these top 5 large cap mutual funds totals Rs 171,389.58 crore, reflecting a significant increase in Net Asset Values over the years.
  • The returns since inception in 2007 for these funds range from 13.68% to 16.96%, demonstrating sustained growth over the longer term.

Sources:

  • Nippon India Large Cap Fund -- Growth
  • ICICI Prudential Bluechip Fund -- Growth
  • Mirae Asset Large Cap Fund -- Regular -- Growth
  • Baroda BNP Paribas Large Cap Fund -- Regular Plan -- Growth
  • Canara Robeco Bluechip Equity Fund -- Regular Plan -- Growth
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