Give Wings to Your Wealth by Investing in Large Cap Mutual Funds
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Intr duction What are Large Cap Mutual Funds? They are: a branch of mutual funds belonging to the equity family, which primarily invests the corpus in companies having a large stake in the market, to enhance the chances of capital appreciation over a longer period of time and achieve fair distribution of returns.
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Large Cap Funds: – Advantages
Stability
Large cap mutual funds
Dividend Pay-out
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Large Cap Funds: – Advantages
Stability Stability and steadiness are the principal advantages of Large Cap Funds. Since investment is made only in the stocks of well-established companies, the risk is reduced to an acceptably low level. Small and Mid-Cap companies do not share the same level of stability and hence, greater risk is involved in their investments.
Large cap mutual funds
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Large Cap Funds: – Advantages Dividend Pay-out Potential for steady dividend payments. As a result of investment in high-end companies, the yield is greater than what reproduced by other smaller-cap funds. The best suited investment option for those seeking steady inflow of income together with minimum risk exposure.
Large cap mutual funds
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Large Cap Funds: – Advantages Research andValuation Since the investment under this category involves placement of funds in huge companies, the investors get the assurance of well-researched and rigorously tested products.
A robust team of highly experienced fund managers and analysts constantly study the market, in order to synchronise the schemes with the latest changes.
Large cap mutual funds
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Best Large Cap Funds to Invest in 2018 Reliance Top 200 Fund – Retail Plan (G) Mirae Asset India Opportunities Fund (G) Kotak Select Focus Fund (G) SBI Bluechip Fund (G)
Large cap mutual funds
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Best Large Cap Funds to Invest in 2018 Reliance Top 200 Fund – Retail Plan (G) It is one of the strongest candidate in the large-cap category that aims to generate longterm wealth and consistent returns by investing in debt and money market instruments. The NAV of reliance top 200 fund stood at Rs. 33.818 as on 12th January 2018.
The asset under management was worth Rs. 5142.66 crore as on 31st December 2018. The 1-yr., 3-yr. and 5-yr. returns stood at 36.1%, 12.8% and 18.2%, respectively. Large cap mutual funds
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Best Large Cap Funds to Invest in 2018 Mirae Asset India Opportunities Fund (G) This open-ended growth scheme endeavours to build long-term capital appreciation by crystallising investment opportunities in equity and related instruments. The NAV of mirae asset India opportunities fund g stood at Rs. 49.078 as on 12th January 2018. The size of the AUM soared up to Rs. 4133.09 crore, as noted on 31st December 2018. The fund yielded superb returns going as high as 35.5%, 16.2% and 21% in a 1-yr., 3-yr. and 5-yr. investment period, respectively. Large cap mutual funds
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Best Large Cap Funds to Invest in 2018 Kotak Select Focus Fund (G) The investment objective of kotak select focus fund is to build long-term capital appreciation by placing the investors’ money in a few selected high-performing industry sectors. The fund’s NAV took a jump of 0.16% and landed on Rs. 33.932, as on 12th January 2018.
The fund’s AUM stood at a mighty score of Rs. 11,726.23 crore, as on 31st December 2018. The returns stream has been amazingly high, standing at 30.9%, 14.7% and 20.5% over a 1-yr., 3-yr. and 5-yr. investment period, respectively. Large cap mutual funds
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Best Large Cap Funds to Invest in 2018 SBI Bluechip Fund (G) The fund works towards achieving the objective of long-term growth in capital, through an intelligent investment strategy involving investments in a diversified pool of equities.
As of 12th January 2018, the NAV of sbi bluechip fund accelerated to Rs 39.214 experiencing a hike of 0.03% in its value. The asset size under its belt was noted at a mammoth amount of Rs. 12,532.35 crore, as on 31st December 2018. The returns stream has been amazingly high, standing at 27.2%, 14.1% and 18.6% over a 1-yr., 3-yr. and 5-yr. investment period, respectively. Large cap mutual funds
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A Quick Recap Fund Name
NAV (Rs.)
AUM (in crore)
Returns (%) 3 Yr. 12.8
5 Yr. 18.2
• Reliance Top 200 Fund (G)
33.818
5142.66
1 Yr. 36.1
• Mirae Asset India Opportunities Fund (G)
49.078
4133.09
35.5
16.2
21.0
• Kotak Select Focus Fund (G)
33.932
11,726.23
30.9
14.7
20.5
• SBI Bluechip Fund (G)
39.214
12,532.35
27.2
14.1
18.6
Large cap mutual funds
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Large cap mutual funds
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