These top-performing large-cap mutual funds have delivered up to 15% returns in 10 years
These returns are for direct-growth plans and are compounded annually over a 10-year period. In comparison, the Nifty 100 TRI has delivered a 13.3% CAGR in the same period.
Some of the funds have also posted strong returns over shorter periods:
- Nippon India Large Cap Fund: 27.4% (5-year CAGR), 26.5% (3-year CAGR)
- Canara Robeco Large Cap Fund: 22.7% (5-year CAGR), 19.1% (3-year CAGR)
This suggests that even during recent market cycles, large-cap funds have continued to offer healthy returns.
However, despite these strong historical numbers, financial experts advise caution. Mutual fund returns can vary significantly depending on market conditions, fund manager strategy, and economic factors.
Investors should also look beyond just past returns and consider factors such as:
- Expense ratio
- Portfolio concentration
- Fund manager tenure
- Alignment with financial goals
Additionally, direct plans typically offer better returns than regular plans due to lower expense ratios, but they require investors to invest through fund houses or online platforms directly.
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