Highlights
- The Axis Large Cap Fund has remained in the fourth quartile for the past 23 months.
- The Canera Robeco Large Cap Fund ranked in the third quartile last month.
- The BNP Paribas Large Cap Fund has remained in the second quartile for the last 10 months.
5 large-cap funds: Amid market volatility, large-cap mutual funds remain a preferred choice for investors seeking decent returns. These funds focus on fundamentally strong and well-established companies.
Based on rolling returns, consistent performance over the past five years, downside risk, and asset size, several top-performing large-cap funds have been selected. These funds offer a balanced blend of performance and stability.
Here are the top large-cap funds, which have been shortlisted based on average rolling returns, consistency over the past five years, downside risk, superior performance, and asset size (with a minimum threshold of Rs 50 crore).
The Aixs Large Cap Fund was launched in January 2010. This large-cap fund has delivered a return of 15.2 per cent over the past five years, based on a rolling frequency.
The Axis Large Cap Fund has remained in the fourth quartile for the past 23 months.
Prior to this, the scheme was in the second quartile.
Mirae Asset Large Cap Fund was launched in April 2008. The large cap fund has delivered a return of approximately 14.6 per cent over the past five years, based on rolling returns.
The Baroda BNP Paribas Large Cap Fund was launched in September 2004. The scheme has delivered a return of approximately 15.3 per cent over the past five years. The BNP Paribas Large Cap Fund has remained in the second quartile for the last 10 months.
Prior to this, the scheme was in the first quartile.
The Edelweiss Large Cap Fund was launched in May 2009. The scheme has delivered a return of approximately 15.1 per cent over the past five years.
(Disclaimer: The above article is meant for informational purposes only, and should not be considered as any investment advice. ET NOW DIGITAL suggests its readers/audience to consult their financial advisors before making any money related decisions.)
