In large-cap mutual funds, a large portion of the investment is done in companies with large market capitalization and are generally are top 100 companies in a market. Such companies are called large-cap companies.

These companies are strong, reputable and trustworthy. They have a long track-record of performance.

Large-cap companies are mature and firmly established players in the market having strong corporate governance practices.

Over a long-term, these large-cap funds might generate wealth slowly and steadily for their investors.

So, let’s look at the best 3 large-cap funds you can invest in 2018.

3 Best Large-Cap Funds to Invest in 2018

Large-cap schemes are ideal for investors with a low-risk appetite. An investor needs to be patient while investing in such funds.

Here are the 3 best large-cap funds you can invest in 2018.

1. SBI Bluechip Direct Fund

This is a Large Cap Equity Oriented Mutual Fund launched on January 1, 2013. It is a fund with a moderately high risk and has given a return of 18.03% since its launch.

Returns per annum over the years from this fund are:

Duration Returns
1 year  15.58%
3 years  13.90%
5 years  19.77%

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Rating by Groww 4 star
AUM (Fund Size) ₹17,869
Minimum SIP ₹500
Minimum SWP ₹1,000
Performance w.r.t its Benchmark Has consistently outperformed its benchmark BSE S&P 100 TRI since its launch.
Age of the fund 5 years old
Expense Ratio 1.35%
Exit Load If redeemed bet. 0 Year to 1 Year; Exit Load is 1%;
Type  Open-ended

The objective of the scheme is to 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.

It invests in the top 100 companies in terms of market capitalization, with the flexibility to invest up to 20% in mid-cap stocks. This fund is one of the most popular large-cap funds available in the market.

2. Mirae Asset India Opportunities Fund

This is a Large Cap Equity Oriented Mutual Fund launched on January 1, 2013. It is a fund with moderately a high risk and has given a return of 19.79% since its launch.

Returns per annum over the years from this fund are:

Duration Returns
1 year  16.65%
3 years  15.54%
5 years  22.12 %

Returns from this fund is high as compared to other top funds in the same category, but you have to be patient and invest in for the longer horizon, at least 4 years

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Rating by Groww 5 star
AUM (Fund Size) ₹6,123
Minimum SIP ₹1000
Minimum SWP ₹1,000
Performance w.r.t its Benchmark Has consistently outperformed its benchmark BSE S&P 200 TRI since its launch.
Age of the fund 5 years old
Expense Ratio 1.32%
Exit Load If redeemed bet. 0 Year to 1 Year; Exit Load is 1%;
Type  Open-ended

The investment objective of the scheme is to generate long-term capital appreciation by capitalizing on potential investment opportunities through predominantly investing in equities, equity related securities.

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

3. Reliance Large Cap Fund

This is a Large Cap Equity Oriented Mutual Fund launched on January 1, 2013. It is a fund with moderately high risk and have given a return of 17.29% since its launch.

Returns per annum over the years from this fund are:

Duration Returns
1 year  16.70%
3 years  12.88%
5 years  19.49%

This scheme is the most popular large cap fund of 2018.

As it is equity oriented scheme, it is advisable to invest in through Systematic Investment Plan (SIP).

SIP ( Systematic Investment Plans) are increasingly becoming a favorite of investors as they tend to more or less smoother out the anxiety related to market volatility.

Invest in Reliance Large Cap Fund Now

Rating by Groww 5 star
AUM (Fund Size) ₹4,149
Minimum SIP ₹100
Minimum SWP ₹1,00
Performance w.r.t its Benchmark Has consistently outperformed its benchmark BSE S&P 100 TRI since its launch.
Age of the fund 5 years old
Expense Ratio 1.32%
Exit Load If redeemed bet. 0 Year to 1 Year; Exit Load is 1%;
Type  Open-ended

The primary investment objective of the scheme is to seek to generate long-term capital appreciation by investing in equity and equity related instruments of companies whose market capitalization is within the range of highest & lowest market capitalization of BSE 200 Index.

The secondary objective is to generate consistent returns by investing in debt and money market securities.

Portfolio With These 3 Mutual Funds: Top 3 Large Cap Mutual Funds for 2018

Things to Remember

The rates of return consider above are all past data. No one can predict the actual rate of return you will get on your investment.

You can only assume and predict the fund’s capability based on its past performance and hope for the best.

But don’t just run for returns from investment for investing in mutual funds. There are a lot of factors you should look into before selecting a fund which will match your investment goals.

Following the 3 things you should always remember before investing in Mutual Funds :

  1. Don’t blindly invest in the fund with the highest returns. Invest based on the duration you want to invest for.
  2. Every person’s financial condition is different. Evaluate the funds you invest in yourself – don’t invest in a fund because of its popularity.
  3. Review your investment from time to time but not too often. Once a few weeks is good enough.

Read More: 10 Tips on Investing in Mutual Funds

To look at some of the best performing funds from every category of mutual funds, check out Groww 30 best mutual funds to invest in 2018.

Happy Investing!

Disclaimer: the views expressed here are of the author and do not reflect those of Groww.