Which large cap fund is best in 2023? (2024)

Which large cap fund is best in 2023?

Motilal Oswal Large & Midcap Fund, the topper in the large & mid cap category, offered 34.39% in 2023. HDFC Large and Mid Cap Fund gave 32.87%. Bandhan Core Equity Fund gave 31.20%.

Which is the best performing large-cap fund in 2023?

Motilal Oswal Large & Midcap Fund, the topper in the large & mid cap category, offered 34.39% in 2023. HDFC Large and Mid Cap Fund gave 32.87%. Bandhan Core Equity Fund gave 31.20%.

Which mutual fund is best to invest in 2023?

The highest delivering small cap mutual fund in 2023 was Mahindra Manulife Small Cap Fund, which offered over 53 per cent annual return last year, according to data available on Association of Mutual Funds in India (AMFI).

Which large-cap fund is best for 2024?

Best large & mid cap mutual funds to invest in March 2024:
  • Axis Growth Opportunities Fund.
  • Mirae Asset Large & Midcap Fund (SIP capped at Rs 25,000)
  • Canara Robeco Emerging Equities Fund.
  • Sundaram Large and Midcap Fund.
  • Kotak Equity Opportunities Fund.
  • Quant Large & Mid Cap Fund.
5 days ago

What are the best performing funds in 2023?

What were the top-performing funds? Top of the list by some margin was the JP Morgan Emerging Europe, Middle East & Africa investment trust, with a one-year return of almost 50%. The Amundi Semiconductor ETF comfortably took second place with a one-year return of 43%, well ahead of the iShares Poland ETF at 35%.

Which cap fund gives highest return?

List of Large Cap Mutual Funds in India
Fund NameCategory1Y Returns
Invesco India Largecap FundEquity40.6%
Edelweiss Large Cap FundEquity36.9%
Tata Large Cap FundEquity36.3%
Bandhan Large Cap FundEquity41.0%
12 more rows

Which cap fund is best for long term?

  • Nippon India Large Cap Fund - Direct Plan - Growth Plan. ...
  • ICICI Prudential Bluechip Fund Direct Plan Growth. ...
  • HDFC Top 100 Fund -Direct Plan - Growth Option. ...
  • JM Large Cap Fund (Direct) - Growth. ...
  • Baroda BNP Paribas Large Cap Fund Direct Plan Growth Option. ...
  • Invesco India largecap Fund Direct Plan Growth.

Which mutual fund is best for next 5 years?

Here's the list of top 10 best mutual funds to invest in 2024:
  • ICICI Pru Bluechip Fund.
  • HDFC Flexi Cap Fund.
  • Nippon India Small Cap Fund.
  • HDFC Balanced Advantage Fund.
  • ICICI Prudential Equity & Debt Fund.
  • ICICI Prudential Corporate Bond Fund.
  • ICICI Prudential Short Term Fund.
  • LIC MF Gold ETF FoF.
Feb 5, 2024

Which is the rank 1 mutual fund?

1) SBI Mutual Fund.

What are the top 5 performing mutual funds?

Top Mutual Funds
SymbolNameYTD Return
BIPSXProFunds Biotechnology UltraSector Svc13.90%
SSSIXSouthernSun Small Cap, I1.35%
SSSFXSouthernSun Small Cap, N1.36%
LSHCXKinetics Spin-Off and Corp Rest Adv C0.60%
21 more rows

Is Nippon India Large Cap Fund good?

This fund has continuously performed better than similar funds. You can consider investing in this fund. Large Cap Fund : The fund has 98.74% investment in domestic equities of which 65.01% is in Large Cap stocks, 13.43% is in Mid Cap stocks, 2.83% in Small Cap stocks.

How do I choose a large cap fund?

Consider your Financial Goals

Also, investors who want to gain exposure to the equity markets without taking too many risks prefer investing in large-cap mutual funds. It is important to consider your financial goals before investing.

Is Nippon large cap mutual fund safe?

Nippon India Large Cap Fund - Direct Plan - Growth Plan is an Equity - Large-Cap fund. The fund was launched in Jan 1, 2013. Its risk level is Very High. The NAV of the fund as on Mar 1, 2024 is ₹85.37.

What is the most successful investment fund?

Citadel, which ranked second in 2023, made $8.1 billion in profits after bringing in a record-breaking $16 billion in 2022. Its $74 billion in gains since inception rank it as the most successful hedge fund in history.

Is 2023 a good year to invest?

It was a great year for the stock market and for the vast majority of investors in workplace retirement accounts. But let's not get carried away. Even after the 2023 gains, most stock investors are only barely above water since the start of 2022. It looks better when you include dividends.

What are the most aggressive mutual funds?

Here are the best Aggressive Allocation funds
  • Meeder Dynamic Allocation Fund.
  • JPMorgan Investor Growth Fund.
  • TIAA-CREF Lifestyle Aggressive Gr Fund.
  • Franklin Mutual Shares Fund.
  • North Square Multi Strategy Fd.
  • Gabelli Focused Growth and Inc Fd.
  • E-Valuator Agrsv Growth(85%-99%)RMS Fund.

Which large cap stock is best?

Best Large Cap Stocks in India
  • Adani Green Energy Ltd. Power Generation & Distribution.
  • AU Small Finance Bank Ltd. Banks.
  • Polycab India Ltd. Cables.
  • KEI Industries Ltd. Cables.
  • Avanti Feeds Ltd. FMCG.
  • Bajaj Finance Ltd. Finance.
  • Britannia Industries Ltd. FMCG.
  • Adani Total Gas Ltd. Gas Distribution.
Feb 27, 2024

Should I invest in large cap funds?

Large companies fare better in a volatile market as these companies may be market leaders and resilient to downturns. That is why if you are looking for a relatively safer mutual fund category, you should consider investing in large cap funds.

How many large cap funds should I invest in?

Large cap equity mutual funds invest only in large cap company shares. Investing in many large cap mutual funds is not necessary. One well-chosen large cap mutual fund should be enough. Mid cap equity mutual funds invest in mid cap companies only.

Which is better large cap or multicap?

A large- and mid-cap fund will provide enough incremental diversification at lower risk compared to a multi-cap fund. Check your existing allocation before betting heavily on multi caps. If you have sufficient exposure to mid and small caps, skip this category.

Which fund is best large cap or mid-cap?

If she is a conservative investor and is unwilling to take on much risk, then large caps are advisable. She must only consider investing in mid and small caps if she is willing to take high risk to earn higher returns and has a longer investment horizon, so as not to be tormented with the short-term volatility.

Which is better large cap or index fund?

On average, large-cap funds have given returns of 11.9% against 13.9% returns generated by the NIFTY 100 index in the past 7 years. Therefore, investors would be better off investing in an index fund instead of large-cap or Bluechip funds.

What is the SIP 3000 per month for 5 years?

If you invest Rs. 3,000 per month through SIP for 5 years, assuming 12% return. The estimate total returns will be Rs. 67,459 and the estimate future value of your investment will be Rs. 2,47,459.

Which mutual fund is safest for long term?

List of Best Low Risk Mutual Funds in India Ranked by Last 5 Year Returns
  • Kotak Debt Hybrid Fund. ...
  • Motilal Oswal Balance Advantage Fund. ...
  • Axis Multi Asset Allocation Fund. ...
  • Bandhan Balanced Advantage Fund. ...
  • ICICI Prudential Income Optimizer Fund (FOF) ...
  • DSP Dynamic Asset Allocation Fund. ...
  • ICICI Prudential Regular Savings Fund.

How to get 50 lakhs in 5 years with SIP?

For example, if an individual plan to accumulate ₹50 lakhs over the tenure of 5 years, assuming the individual invests in a Flexicap fund or a Multicap fund which is giving an annualized return of 15%, then the individual needs to invest ₹55,750 per month for 5 years in order to generate the required corpus.

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