November 13, 2024

These large cap mutual funds managed to beat benchmarks over the last five years: Check full list

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Large-cap equity mutual funds have recently seen a surge in investor interest. The inflows have more than doubled to ₹3,452 crore in October 2024 from ₹1,769 crore in the previous month, according to data from the Association of Mutual Funds in India (AMFI).

The increase in inflows mirrors a broader trend of growing investor confidence, driven by factors like strong SIP (Systematic Investment Plan) contributions and the ongoing search for stability in large-cap stocks.

Several large-cap funds have also outperformed their benchmarks over the past five years.

Performance overviewBelow are the large-cap mutual funds that have outperformed their respective benchmarks over the last five years:

Fund Name	5-Year Return (%)	Benchmark	Benchmark 5-Year Return (%)
Nippon India Large Cap Fund	19.75	BSE 100 Total Return Index	17.47
ICICI Prudential Bluechip Fund	19.09	NIFTY 100 Total Return Index	16.68
JM Large Cap Fund	18.07	BSE 100 Total Return Index	17.47
Canara Robeco Bluechip Equity Fund	17.68	BSE 100 Total Return Index	17.47
Invesco India Largecap Fund	17.75	NIFTY 100 Total Return Index	16.68
Tata Large Cap Fund	16.13	NIFTY 100 Total Return Index	16.68
SBI Bluechip Fund	16.47	BSE 100 Total Return Index	17.47
HDFC Top 100 Fund	17.28	NIFTY 100 Total Return Index	16.68
Kotak Bluechip Fund	17.24	NIFTY 100 Total Return Index	16.68
Bandhan Large Cap Fund	17.11	BSE 100 Total Return Index	17.47

(Source: AMFI data as of November 12)

According to Himanshu Srivastava, Associate Director at Morningstar Investment Research India, the strong performance of large-cap funds reflects the growing preference for stability in uncertain times.

“The renewed interest in large-cap funds is a result of their favourable valuation in the current market scenario. This shift toward large-cap investing also suggests that investors are diversifying their portfolios to avoid missing out on attractive opportunities across market segments,” Srivastava said.

However, experts suggest that investors should ensure their portfolio is diversified, considering both risk and return.

While large-cap funds are an attractive option for steady growth, one should note the broader market environment and the specific risks associated with any investment.

First Published: Nov 13, 2024 12:49 PM IST

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