Best Mutual Funds to invest in 2018 in Large Cap segment
You are seeing stock market corrections now. Fund Managers are shifting their focus from midcap/small cap stocks and investing in large cap stocks as these would perform well in medium to long run. Large cap Mutual funds invest in large cap stocks that would have potential to grow in the medium to long term. However identifying best large cap mutual fund is a key for the success of your mutual fund portfolio. Which are the Best Mutual Funds to invest in 2018 in large cap segment? Which are the Large Cap mutual funds that have good Crisil Rank and VRO Ranking? In this article, I have filtered some of the Best Mutual Funds to invest in Large cap Segment in 2018.
Also read: High Risk – High Return Sector Mutual Funds to invest in India
How we picked-up Best Mutual Funds to invest in 2018 in Large Cap segment?
These large cap mutual funds have been filtered, analyzed and shortlisted based on below 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 > 300 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.
Best Mutual Funds to invest in 2018 in Large Cap segment
Top#1 – Mirae Asset India Opps Fund
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 21% annualized returns in last 5 years. If one would have invested ₹ 1,000 per month through SIP for 5 years, the total investment would have been ₹ 60,000 and investment value would have grown to ₹ 100,000.
If one would have invested ₹ 1 Lakh lump sum 3 years back, the amount would have grown to ₹ 1.5 Lakhs. If one would have invested ₹ 1 Lakh lump sum 5 years back, the amount would have grown to ₹ 2.54 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 lump sum 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 Mutual Funds to invest in 2018 in large cap segment.
Top#2 – Kotak Select Focus Mutual Fund
Fund Objective: The mutual fund scheme aims to generate capital appreciation from a diversified portfolio of equity and equity related instruments, generally focused on a few selected sectors.
Fund Performance: This fund has provided 20% annualized returns in last 5 years. If one would have invested ₹ 1,000 per month through SIP for 5 years, the total investment would have been ₹ 60,000 and investment value would have grown to ₹ 98,000.
If one would have invested ₹ 1 Lakh lump sum 3 years back, the amount would have grown to ₹ 1.4 Lakhs. If one would have invested ₹ 1 Lakh lump sum 5 years back, the amount would have grown to ₹ 2.5 Lakhs.
Why to invest: This fund too has performed well and beaten its peers by providing highest returns. This fund has provided second highest return for lump sum investment for 3 to 5 years duration. Crisil ranked as Rank-1 and value research online as 5-Star. This is one of the Top Mutual Funds to invest in 2018 in large cap segment.
Top#3 – Invesco India Growth Fund
Fund Objective: The MF scheme aims to generate long-term capital growth by investing predominantly in equity and equity related securities following a bottom-up approach in selecting stocks depending on their market-cap and sector.
Fund Performance: This fund has provided 18% annualized returns in last 5 years. If one would have invested ₹ 1,000 per month through SIP for 5 years, the total investment would have been ₹ 60,000 and investment value would have grown to ₹ 95,000.
If one would have invested ₹ 1 Lakh lump sum 3 years back, the amount would have grown to ₹ 1.4 Lakhs. If one would have invested ₹ 1 Lakh lump sum 5 years back, the amount would have grown to ₹ 2.3 Lakhs.
Why to invest: This fund has performed well and beaten its peers by providing highest returns. This fund too has provided 3rd highest return for lump sum investment for 3 to 5 years duration. Crisil has not ranked this fund and value research online ranked it as 5-Star. This is one of the Best Mutual Funds in large cap segment.
Top#4 – Reliance Top 200 Mutual Fund
Fund Objective: This 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 18% annualized returns in last 5 years. If one would have invested ₹ 1,000 per month through SIP for 5 years, the total investment would have been ₹ 60,000 and investment value would have grown to ₹ 100,000.
If one would have invested ₹ 1 Lakh lump sum 3 years back, the amount would have grown to ₹ 1.4 Lakhs. If one would have invested ₹ 1 Lakh lump sum 5 years back, the amount would have grown to ₹ 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 highest return for lump sum investment for 3 to 5 years duration. Crisil ranked as Rank-1 and value research online as 4-Star. This is one of the good Large cap Mutual Funds to invest in 2018.
Top#5 – SBI Blue Chip Fund
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 18% annualized returns in last 5 years. If one would have invested ₹ 1,000 per month through SIP for 5 years, the total investment would have been ₹ 60,000 and investment value would have grown to ₹ 92,000.
If one would have invested ₹ 1 Lakh lump sum 3 years back, the amount would have grown to ₹ 1.4 Lakhs. If one would have invested ₹ 1 Lakh lump sum 5 years back, the amount would have grown to ₹ 2.3 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 lump sum investment for 3 to 5 years duration. Crisil ranked as Rank-3 and value research online as 5-Star. This is one of the top Large cap Mutual Funds to invest in 2018.
Top#6 – Birla SL Top 100 Fund
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% annualized returns in last 5 years. If one would have invested ₹ 1,000 per month through SIP for 5 years, the total investment would have been ₹ 60,000 and investment value would have grown to ₹ 92,000.
If one would have invested ₹ 1 Lakh lump sum in this mutual fund scheme 3 years back, the amount would have grown to ₹ 1.3 Lakhs. If one would have invested ₹ 1 Lakh lump sum 5 years back, the amount would have grown to ₹ 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 highest return for lump sum investment for 3 to 5 years duration. Crisil ranked as Rank-3 and value research online as 4-Star.
Top#7 – ICICI Pru Focused Blue Chip Fund
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 17% annualized returns in last 5 years. If one would have invested ₹ 1,000 per month through SIP for 5 years, the total investment would have been ₹ 60,000 and investment value would have grown to ₹ 94,000.
If one would have invested ₹ 1 Lakh lump sum 3 years back, the amount would have grown to ₹ 1.4 Lakhs. If one would have invested ₹ 1 Lakh lump sum 5 years back, the amount would have grown to ₹ 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 lump sum investment for 3 to 5 years duration. Crisil ranked as Rank-2 and value research online as 4-Star. One of the good large cap mutual fund to invest in India.
Top#8 – Aditya Birla SunLife Frontline Equity Fund
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 17% annualized returns in last 5 years. If one would have invested ₹ 1,000 per month through SIP for 5 years, the total investment would have been ₹ 60,000 and investment value would have grown to ₹ 93,000.
If one would have invested ₹ 1 Lakh lump sum 3 years back, the amount would have grown to ₹ 1.3 Lakhs. If one would have invested ₹ 1 Lakh lump sum 5 years back, the amount would have grown to ₹ 2.2 Lakhs.
Why to invest: This fund has performed well and beaten its peers by providing highest returns. This fund has provided second highest return for lump sum investment for 3 to 5 years duration. Crisil ranked as Rank-3 and value research online as 4-Star. This stock has provided 12% annualized returns in long run of 10 years which makes this mutual fund scheme unique among all other MF schemes, hence this is one of the Best Mutual Funds to invest in 2018 in India.
Also Read: Best Multi Cap Diversified Mutual Funds to invest in 2018
Summary of Top Mutual Funds to invest in 2018 in Large Cap Segment
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Suresh
Best Mutual Funds to invest in 2018 in Large Cap segment
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