Large-cap mutual funds are popular among investors seeking stable returns and lower volatility compared to mid-cap and small-cap funds. These funds invest in stocks of large, well-established companies with a track record of stable performance.
In this article, we will explore five large-cap mutual funds that have outperformed their benchmarks over the past two years, highlighting their performance, investment strategies, and key features.
1. HDFC Top 100 Fund
Benchmark –
Nifty 100 TRI
Performance –
HDFC Top 100 Fund has delivered a return of 15% annually over the past two years, outperforming its benchmark by 2%.
Investment Strategy –
The fund follows a blend of growth and value investing strategies, focusing on high-quality large-cap stocks with strong fundamentals and growth potential.
Key Features –
HDFC Top 100 Fund has a low expense ratio and a well-diversified portfolio, making it suitable for long-term investors seeking stable returns from large-cap stocks.
2. ICICI Prudential Bluechip Fund
Benchmark –
Nifty 100 TRI
Performance –
ICICI Prudential Bluechip Fund has delivered a return of 14% annually over the past two years, outperforming its benchmark by 1%.
Investment Strategy –
The fund aims to invest in a diversified portfolio of large-cap companies with strong growth potential and sustainable business models.
Key Features –
ICICI Prudential Bluechip Fund has a consistent track record of outperformance and is managed by experienced fund managers, making it a reliable choice for investors seeking exposure to large-cap stocks.
3. Nippon India Large Cap Fund
Benchmark –
Nifty 100 TRI
Performance –
Nippon India Large Cap Fund has delivered a return of 15% annually over the past two years, outperforming its benchmark by 2%.
Investment Strategy –
The fund aims to invest in a diversified portfolio of large-cap companies with strong growth potential and sustainable business models.
Key Features –
Nippon India Large Cap Fund has a focus on consistent performance and is managed by a team of experienced professionals.
4. JM Large Cap Fund
Benchmark –
Nifty 100 TRI
Performance –
JM Large Cap Fund has delivered a return of 14% annually over the past two years, outperforming its benchmark by 1%.
Investment Strategy –
The fund focuses on investing in large-cap stocks with strong growth potential and sustainable business models, aiming to deliver consistent returns over the long term.
Key Features –
JM Large Cap Fund has a disciplined investment approach and is managed by a team of experienced professionals, making it a reliable choice for investors seeking exposure to large-cap stocks.
5. Invesco India Large Cap Fund
Benchmark –
Nifty 100 TRI
Performance –
Invesco India Largecap Fund has delivered a return of 15% annually over the past two years, outperforming its benchmark by 2%.
Investment Strategy –
The fund focuses on investing in large-cap stocks with strong growth potential and sustainable business models, aiming to deliver consistent returns over the long term.
Key Features –
Invesco India Largecap Fund has a disciplined investment approach and is managed by a team of experienced professionals, making it a reliable choice for investors seeking exposure to large-cap stocks.
In conclusion, the five large-cap mutual funds discussed have demonstrated consistent outperformance of their benchmarks over the past two years, making them attractive options for investors seeking stable returns from large-cap stocks. These funds have employed various investment strategies, including growth and value investing, bottom-up stock selection, and a focus on high-quality companies with strong fundamentals.
Overall, these five large cap mutual funds have demonstrated their ability to outperform their benchmarks over the long term, making them potential candidates for inclusion in a well-diversified investment portfolio.
