Historic Returns - large cap fund,large cap fund Performance Tracker| Mutual funds with highest returns - Moneycontrol.com (2024)

FAQs

What is the historical return of large-cap growth? ›

The best performing investment in the last 30 years is US Large Cap Growth, that granded a +11.53% annualized return. The worst is US Large Cap Value, with a +9.53% annualized return in the last 30 years. If you want to invest in US Stock Style, you can easily do it with ETFs.

Motilal Oswal Focused Fund Direct-Growth

Returns since inception: The fund has achieved average annual returns of 15.23% since its inception. Minimum investment: The minimum SIP investment is ₹500. Lock-in period: There is no lock-in period for this fund.

The U.S. stock market has long been considered the source of the greatest returns for investors, outperforming all other types of investments including financial securities, real estate, commodities, and art collectibles over the past century.

Large-cap stocks usually belong to large, established companies and are safer investments than small- or mid-cap stocks. Since large-cap companies are so large, they are less likely to encounter situations that force them to completely cease operations.

Gold mutual funds have also shown strong performance; some have delivered over 20% return in just 6 months. SBI Gold gave over 24% return in the last six months.

As you know there are no fixed returns in mutual funds but you can expect around 8% - 10% in Debt hybrid funds, around 10% - 12% in equity hybrid funds and 12%-15% in equity funds if you have a long-term horizon.

The large cap mutual funds that have delivered healthy CAGR returns of more than 12 percent per annum in the past five years include Nippon India Large Cap Fund, Canara Robeco Bluechip Equity Fund, ICICI Prudential Bluechip Fund, Baroda BNP Paribas Large Cap Fund, SBI Bluechip Fund and HDFC Top 100 Fund.

There are eight large cap mutual funds which have delivered over 40 percent return in the past one year. These include Quant Large Cap Fund, Bank of India Bluechip Fund, JM Large Cap Fund and Nippon India Large Cap Fund, among others.

Which mutual funds give 30% return? ›

In its High Conviction Picks, Prabhudas Lilladher's top largecap stock picks include HDFC Bank, ICICI Bank, ITC, Larsen & Toubro, Max Healthcare Institute, Maruti Suzuki, Reliance Industries and Siemens.

However, the returns are lower compared to mid-cap or small-cap funds. In the long term (around five to seven years), these funds tend to offer good capital appreciation.

Large-cap offers a steady and consistent return, and they have less volatility. They have provided an average return of 7% in the past 5 years. The average returns of mid-caps from the past 5 years were around 10.28%.

The average stock market return is about 10% per year for nearly the last century, as measured by the S&P 500 index. In some years, the market returns more than that, and in other years it returns less.

Small-cap stocks take on more risk than their large-cap counterparts, but for patient long-term investors, that risk may be compensated with outsized returns. Historically, small-cap stocks have averaged a 10.5% return, outperforming their large-cap counterparts by 2.5% on an average annualized basis.

The average return for large-cap domestic stock funds over three years was 14.4%. Assume the three-year returns were normally distributed across funds with a standard deviation of 4.4%.