Top 10 Large Cap Mutual Funds to invest in 2017

Top 10 Large Cap Mutual Funds to invest in 2017-minTop 10 Large Cap Mutual Funds to invest in 2017


Several Mutual Funds would perform better in bull run. However, in long run, Large Cap mutual funds provide stability to your mutual fund portfolio. Large cap Mutual funds invest in large cap stocks that would have potential to grow in medium to long term. However identifying large cap stocks is the key for the success of your portfolio. Which are the top 10 large cap mutual funds to invest in 2017? Which are the Large Cap mutual funds that have good Crisil Rank? Which are the best large cap mutual funds that have good rating from Value Research Online? 

Also Read: Best Agressive Growth Mutual Funds to invest in India

How we picked-up top 10 Large Cap Mutual Funds to invest in 2017?


These top 10 large cap mutual funds to invest in India have been filtered, analyzed and shortlisted based on several key parameters.

  • These mutual funds are picked based on highest returns received in the last 5 years, including the years where there was a downturn in stock markets.
  • Mutual funds that are rated by Crisil as Rank-1, Rank-2, Rank-3 and Rank-4 are picked for these top funds list which indicates consistent performance in all market cycles.
  • Value research Online (VRO) rated these funds as 5 star and 4 star. Highest star rating indicates that these funds can perform well compared to its peers in various stock market cycles.
  • Filtered based on Mutual fund AUM (Assets under management) which have > 500 Crores. This refers that more and more investors are investing in such funds create investor confidence about the fund.
  • Some of the funds would be a repetition from my earlier recommendations as they continue to perform well.

Top 10 Large Cap Mutual Funds to invest in 2017


Top#1 – Mirae Asset India Opps Fund


Mirae asset India opps fund - top 10 Large cap Mutual Funds to invest in 2017-min

Fund Objective: The MF scheme aims to maximize long term capital appreciation by finding investment opportunities resulting from Indian economic growth and its structural shifts through investing in equity and equity related securities.

Fund Performance: This fund has provided 20% annualised returns in last 5 years. If one would have invested Rs 1,000 per month through SIP for 5 years, the total investment would have been Rs 60,000 and investment value would have grown to Rs 100,000.

If one would have invested Rs 1 Lakh lumpsum 3 years back, the amount would have grown to Rs 1.8 Lakhs. If one would have invested Rs 1 Lakh lumpsum 5 years back, the amount would have grown to Rs 2.5 Lakhs.

Why to invest: This fund has performed well and beaten its peers. It has provided highest SIP returns compared to any other large cap mutual fund. This fund has provided highest return for lumpsum investment for 3 to 5 years duration. Crisil ranked as Rank-2 and value research online as 5-Star. This is one of the best large cap mutual funds to invest in 2017 for long term of 8 to 10 years.

Also Read: Best MIP Mutual Funds to invest in 2017

Top#2 – SBI Blue Chip Fund


top 10 Large cap Mutual Funds to invest in 2017-SBI blue chip fund-min

Fund Objective: The scheme would invest in stocks of companies whose market capitalization is at least equal to or more than the least market capitalized stock of BSE 100 Index.

Fund Performance: This fund has provided 20% annualised returns in last 5 years. If one would have invested Rs 1,000 per month through SIP for 5 years, the total investment would have been Rs 60,000 and investment value would have grown to Rs 95,000.

If one would have invested Rs 1 Lakh lumpsum 3 years back, the amount would have grown to Rs 1.7 Lakhs. If one would have invested Rs 1 Lakh lumpsum 5 years back, the amount would have grown to Rs 2.5 Lakhs.

Why to invest: This fund even has performed well and beaten its peers. It has provided top SIP returns compared to other large cap mutual funds. This fund has provided second highest return for lumpsum investment for 3 to 5 years duration. Crisil ranked as Rank-1 and value research online as 5-Star. This is one of the best large cap mutual funds to invest for long term of 8 to 10 years.

Top#3 – Birla SL Frontline Equity


top 10 Large cap Funds to invest in 2017-birla sl frontline equity fund-min

Fund Objective:  This fund aims to generate long term growth of capital by diversifying across various industries/sectors in BSE 200.

Fund Performance: This fund has provided 18% annualised returns in last 5 years. If one would have invested Rs 1,000 per month through SIP for 5 years, the total investment would have been Rs 60,000 and investment value would have grown to Rs 93,000.

If one would have invested Rs 1 Lakh lumpsum 3 years back, the amount would have grown to Rs 1.7 Lakhs. If one would have invested Rs 1 Lakh lumpsum 5 years back, the amount would have grown to Rs 2.3 Lakhs.

Why to invest: This fund has performed well and beaten its peers by providing highest returns. It has provided top SIP returns compared to other large cap mutual funds. This fund has provided second highest return for lumpsum investment for 3 to 5 years duration. Crisil ranked as Rank-2 and value research online as 5-Star. This is one of the good large cap mutual funds to invest for long term.

Top#4 – Birla SL Top 100 Fund


top 10 Large cap Mfs to invest in 2017-birla sl top 100 fund-min

Fund Objective: The scheme invests predominantly in a diversified portfolio of equity and equity related securities of top 100 companies based on market capitalization. The scheme may also invest in ADR/GDR & equities of listed overseas companies.

Fund Performance: This fund has provided 18% annualised returns in last 5 years. If one would have invested Rs 1,000 per month through SIP for 5 years, the total investment would have been Rs 60,000 and investment value would have grown to Rs 93,000.

If one would have invested Rs 1 Lakh lumpsum 3 years back, the amount would have grown to Rs 1.6 Lakhs. If one would have invested Rs 1 Lakh lumpsum 5 years back, the amount would have grown to Rs 2.3 Lakhs.

Why to invest: This fund has performed well and beaten its peers by providing highest returns. It has provided top SIP returns compared to other large cap mutual funds. This fund has provided second highest return for lumpsum investment for 3 to 5 years duration. Crisil ranked as Rank-2 and value research online as 5-Star. This is one of the top 10  large cap mutual funds to invest for 8 to 10 years.

Top#5 – Reliance Top 200 Mutual Fund


reliance top 200 fund-top 10 Large cap Mutual Funds to invest in 2017-min

Fund Objective: The scheme will invest in equity or equity related instruments of companies whose market capitalization is within the range of highest and lowest market capitalization of BSE 200 index.

Fund Performance: This fund has provided 17% annualised returns in last 5 years. If one would have invested Rs 1,000 per month through SIP for 5 years, the total investment would have been Rs 60,000 and investment value would have grown to Rs 94,000.

If one would have invested Rs 1 Lakh lumpsum 3 years back, the amount would have grown to Rs 1.7 Lakhs. If one would have invested Rs 1 Lakh lumpsum 5 years back, the amount would have grown to Rs 2.2 Lakhs.

Why to invest: This fund has performed well and beaten its peers by providing highest returns. It has provided top SIP returns compared to other large cap mutual funds. This fund has provided second highest return for lumpsum investment for 3 to 5 years duration. Crisil ranked as Rank-3 and value research online as 4-Star. This is one of the best large cap mutual funds to invest for long term.

Top#6 – Quantum Long Term Equity Fund


top 10 Large cap Mutual Funds to invest in 2017-quantum long term equity fund-min

Fund Objective: The scheme aims to achieve long-term capital appreciation by investing primarily in shares of companies that are typically included in BSE 200 Index and attractively priced.

Fund Performance: This fund has provided 17% annualised returns in last 5 years. If one would have invested Rs 1,000 per month through SIP for 5 years, the total investment would have been Rs 60,000 and investment value would have grown to Rs 93,000.

If one would have invested Rs 1 Lakh lumpsum 3 years back, the amount would have grown to Rs 1.6 Lakhs. If one would have invested Rs 1 Lakh lumpsum 5 years back, the amount would have grown to Rs 2.2 Lakhs.

Why to invest: This fund has performed well and beaten its peers by providing highest returns. It has provided top SIP returns compared to other large cap mutual funds. This fund has provided second highest return for lumpsum investment for 3 to 5 years duration. Crisil ranked as Rank-1 and value research online as 5-Star. This is one of the best large cap mutual funds to invest for 2017.

Also Read: Good Diversified / Multicap Mutual Funds to invest

Top#7 – DSP BR Focus 25 Fund


dsp br focus 25 fund-top 10 Large cap Mutual Funds to invest in 2017-min

Fund Objective: The scheme portfolio will largely consist of companies, which are amongst the top 200 companies by market capitalisation. The portfolio will limit exposure to companies beyond the top 200 companies by market capitalization upto 20% of the net asset value. The scheme will also have at least 95% of the invested amount across the top 25 holdings in the portfolio which excludes debt & money market securities.

Fund Performance: This fund has provided 16% annualised returns in last 5 years. If one would have invested Rs 1,000 per month through SIP for 5 years, the total investment would have been Rs 60,000 and investment value would have grown to Rs 93,000.

If one would have invested Rs 1 Lakh lumpsum 3 years back, the amount would have grown to Rs 1.8 Lakhs. If one would have invested Rs 1 Lakh lumpsum 5 years back, the amount would have grown to Rs 2.1 Lakhs.

Why to invest: This fund has performed well and beaten its peers by providing highest returns. It has provided top SIP returns compared to other large cap mutual funds. This fund has provided second highest return for lumpsum investment for 3 to 5 years duration. Crisil ranked as Rank-2 and value research online as 4-Star. This is one of the best large cap funds to invest in 2017.

Top#8 – ICICI Pru Focused Blue Chip Fund


icici focussed blue chip fund-top 10 Large cap Mutual Funds to invest in 2017-min

Fund Objective: This mutual fund's objective is to invest in 20 large cap companies from the top 200 stocks listed on the NSE on the basis of market capitalization. This fund's objective would get altered if assets cross more than 1,000 Crores (which we are seeing now) where it would invest beyond 200 stocks listed in the NSE.

Fund Performance: This fund has provided 16% annualised returns in last 5 years. If one would have invested Rs 1,000 per month through SIP for 5 years, the total investment would have been Rs 60,000 and investment value would have grown to Rs 90,000.

If one would have invested Rs 1 Lakh lumpsum 3 years back, the amount would have grown to Rs 1.6 Lakhs. If one would have invested Rs 1 Lakh lumpsum 5 years back, the amount would have grown to Rs 2.1 Lakhs.

Why to invest: This fund has performed well and beaten its peers by providing highest returns. It has provided top SIP returns compared to other large cap mutual funds. This fund has provided second highest return for lumpsum investment for 3 to 5 years duration. Crisil ranked as Rank-2 and value research online as 4-Star. This is one of the good large cap mutual funds to invest for 10-15 years.

Top#9 – UTI Equity Fund


uti equity fund-top 10 Large cap Mutual Funds to invest in 2017-min

Fund Objective:  This mutual fund's objective is to invest at least 80% of its funds in equity and equity related instruments with medium to high risk and balance 20% in debt instruments with low to medium risk profile.

Fund Performance: This fund has provided 16% annualised returns in last 5 years. If one would have invested Rs 1,000 per month through SIP for 5 years, the total investment would have been Rs 60,000 and investment value would have grown to Rs 87,000.

If one would have invested Rs 1 Lakh lumpsum 3 years back, the amount would have grown to Rs 1.6 Lakhs. If one would have invested Rs 1 Lakh lumpsum 5 years back, the amount would have grown to Rs 2.1 Lakhs.

Why to invest: This fund has performed well and beaten its peers by providing highest returns. It has provided top SIP returns compared to other large cap mutual funds. This fund has provided second highest return for lumpsum investment for 3 to 5 years duration. Crisil ranked as Rank-4 and value research online as 4-Star. This is one of the top 10 best  large cap mutual funds to invest for long term.

Top#10 – Kotak 50 – Regular Plan


kotak 50 regular fund-top 10 Large cap Mutual Funds to invest in 2017-min

Fund Objective: The scheme seeks capital appreciation, through investments in equities. The fund portfolio would generally comprise of around 50 companies which may go up to 59 companies.

Fund Performance: This fund has provided 15% annualised returns in last 5 years. If one would have invested Rs 1,000 per month through SIP for 5 years, the total investment would have been Rs 60,000 and investment value would have grown to Rs 87,000.

If one would have invested Rs 1 Lakh lumpsum 3 years back, the amount would have grown to Rs 1.6 Lakhs. If one would have invested Rs 1 Lakh lumpsum 5 years back, the amount would have grown to Rs 2 Lakhs.

Why to invest: This fund has performed well and beaten its peers by providing highest returns. It has provided top SIP returns compared to other large cap mutual funds. This fund has provided second highest return for lumpsum investment for 3 to 5 years duration. Crisil ranked as Rank-3 and value research online as 4-Star. This is one of the top large cap mutual funds to invest for 2017.

Also Read: Top Performing Midcap and Smallcap Mutual funds in India

List of Top 10 Large Cap Mutual Funds to invest


List of Top 10 Large Cap Mutual Funds to invest in 2017-min

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Suresh

Top 10 Large Cap Mutual Funds to invest in 2017

19 comments

  • Sovan Sil

    I want to invest 5000 per month in Sip in 5 different mutual fund.

    Please suggest me

    1 best large cap fund for atleast 5years periode.

    1 best mid cap fund for atleast 5 years.

    1 best balanced equity fund for atleast 5 years.

    1 best equity diversified fund for atleast 5 years

    1 short time debt fund for 1 year where I can invest instead of Recurring deposit.

     

  • Sandeepa Sara Titus

    Am a novice in mutual fund investment. I would like to have my first investment in SBI Bluechip large cap fund for a SIP of 2500 per month. Kindly suggest me the pros and cons

    • Sandeepa You need to invest for long term for 8-10 years. You should invest in through SIP. If you do not follow these, you may not get good returns

      • Sandeepa Sara Titus

        Thank you so much Suresh. My plan was to invest for 5 years. Whether it will give me decent return? 

         

  • Sukanta Mondal

    Hi suresh, I have invested in Axis Equity Fund for long term but the performance is not good at all. Should I exit or continue? Pl sugest.

    Sukanta Mondal

  • Sundaram

    Dear, Why you have omitted Kotak Select Focus Fund and ICIC pru Top 100 Fund ? Both are ranking 1st as per CRISIL ( March 17 )

    Besides the above I am not finding Mirae Asset India Opps Fund in CRISIL ranking list. Kindly explain

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