5 Best Large-Cap Lump-Sum Equity Mutual Funds with Top Ratings to Consider in 2021

0


Canara Robeco Bluechip Equity Fund

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

It has had an average annual return of 16.75 percent since its inception. The majority of the fund’s money is invested in the finance, technology, energy, construction and healthcare sectors.

The Canara Robeco Large cap + fund takes its name from the investment strategy, which is mainly focused on building a portfolio that invests in one of the top 150 stocks ranked by market capitalization. The net asset value of Canara Robeco Bluechip Equity Fund as of September 24, 2021 is 46.83. The expense rate is 0.34%. The fund is rated 5 stars by CRISIL and Value Research.

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

Axis Bluechip Fund

Axis Bluechip Fund

Axis Bluechip Fund Direct Plan-Growth manages a total of 32,213 crore in assets (AUM). The fund’s expense ratio is 0.46%, which is comparable to the expense ratios charged by most other large cap funds. The year-over-year returns of the fund were 64.21%. It has averaged 18.25% each year since its inception.

The program aims to achieve long-term capital growth by investing in a diversified portfolio consisting primarily of large-cap stocks and equity-related products. The net asset value of Axis Bluechip Fund as of September 24, 2021 is 53.09. A flat-rate investment of Rs. 1 lakh would have reached Rs. 1.85 lakhs after three years, or a profit of Rs 85,000.

IDBI India Top 100 Stocks

IDBI India Top 100 Stocks

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

The fund has 0.02% debt, of which 0.02% is in funds invested in very low risk securities.

For September 24, 2021, the net asset value of IDBI India Top 100 Equity is 44.13. The IDBI India Top 100 Equity direct plan has an expense ratio of 1.34%. The fund invests the majority of its money in the finance, technology, energy, construction and service sectors.

A flat-rate investment of Rs. 1 lakh would have reached Rs. 1.85 lakhs after three years, or a profit of Rs 84,567. The fund is rated 5 stars by the rating agency CRISIL.

BNP Paribas Large Cap Fund

BNP Paribas Large Cap Fund

The BNP Paribas Large Cap Direct-Growth fund manages assets of 1,212 crore (AUM). The fund’s expense ratio is 1%, which is higher than the expense ratios charged by most other large cap funds.

BNP Paribas Large Cap Fund Direct-Growth 1-year yields are 61.27%. It has had an average annual return of 16.94% since its inception. The majority of the fund’s money is invested in the finance, technology, energy, service and consumer goods sectors.

The net asset value of the BNP Paribas Large Cap fund as of September 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 is rated 5 stars by Value Research.

Growth of the Kotak Bluechip fund

Growth of the Kotak Bluechip fund

Kotak Bluechip Fund Direct-Growth assets under management valued at 3,233 crore (AUM). The fund’s expense ratio is 0.87%, which is higher than the expense ratios charged by most other large cap funds.

The 1 year returns of the Kotak Bluechip Fund Direct-Growth are 67.39%. It has had an average annual return of 16.44 percent since its inception. The majority of the fund’s money is invested in the finance, technology, energy, fast-moving consumer goods and construction sectors. The net asset value of the Kotak Bluechip fund as of September 24, 2021 is 421.93.

A lump sum investment of Rs 1 lakh would have reached Rs 1.77 lakh after three years, generating a profit of Rs 77,375. Value Research gave the fund a four star rating.

Conclusion

Conclusion

When investing for a short period of time you need to be extremely careful, especially when the 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 stated earlier, when investing for a limited period of time, your primary goal should be to conserve your capital while achieving returns.

Disclaimer

Disclaimer

Opinions and investment ideas offered by the authors or employees of Greynium Information Technologies should not be construed as investment advice to buy or sell stocks, gold, currencies or other products of based. Investors should not make any business or investment decisions solely on the basis of the information provided on GoodReturns.in. We are not a qualified financial advisor, and the material provided here is not intended to be investment advice. It is informative in nature. All readers and investors should note that neither Greynium nor the author of the articles, would be responsible for any decisions made on the basis of these articles.


Leave A Reply

Your email address will not be published.