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Large Cap Mutual Funds
- Average returns - Dynamic
- Number of funds - (Static)
What is a Large-Cap Mutual Fund?
A large-cap fund is a type of equity mutual fund which invests in stocks and securities of large-cap companies for stable returns.
Advantages of Large-Cap Mutual Funds
Top stock picks
Large-cap funds invest in the top 100 stocks of the equity market giving you a portfolio of quality assets.
Lower volatility
Since the top 100 companies are established, the volatility risk is reduced.
Professional fund management
Large-Cap Mutual Funds are actively managed schemes wherein the fund managers try to mitigate risks and enhance returns.
Explore Large-Cap Mutual Funds
AUM: 23427(Cr)
Risk: Very High
- MIN. INVESTMENT 500
- 5 YRS RETURNS 33.32%
- Invest (Per Month) ₹10000
- Get (30 Yrs) ₹24,850*
*Projections/estimations is backtested using historical data.
- AUM: 23427(Cr)
- Risk: High
- MIN. INVESTMENT 1000
- 5 YRS RETURNS 33.32%
- Invest (Per Month) ₹15000
- Get (30 Yrs) ₹34,850*
*Projections/estimations is backtested using historical data.
Large-cap Mutual Funds Returns Calculator
REGULAR INVESTMENT
SIP
Invest systematically in regular amounts and build a corpus with a disciplined investing habit.
ONE TIME INVESTMENT
Lump sum
Invest once with the facility of lump sum investing and save at your will. Time the market correctly and earn good returns.
Total Amount Invested
₹ 0
after 30 years you will get a return of
₹ 0
Disclaimer: Projections/estimations is backtested using historical data.
Total Amount Invested
₹ 0
after 30 years you will get a return of
₹ 0
Disclaimer: Projections/estimations is backtested using historical data.
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Understanding Large-Cap Mutual Funds
Table of Contents
What are large-cap funds?
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Large-Cap Mutual Funds are those that invest at least 80% of their portfolio in equity stocks and securities of large-cap companies, i.e., the top 100 companies of the stock market .
What are the features of large-cap funds?
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Invests in some of the best companies in each sector
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Has lower volatility risks compared to other market capitalisations
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Get stable returns over a long-term horizon
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Invest through SIPs or lump sum
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Earn tax-free returns up to Rs.1 lakh if you stay invested
What is the meaning of market capitalisation?
Market capitalisation means the total value of a company’s shares
The total number of listed shares is considered for calculation
The current market value is taken to calculate the market cap
Formula -
Market capitalisation = total number of outstanding shares X current market value per share
What should be the investment horizon for large-cap funds?
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A long-term investment horizon is suitable
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You can invest for 5 years or above for attractive returns
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You also get a tax benefit on staying invested for a longer tenure
What is the tax implication of large-cap funds?
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Returns up to Rs.1 lakh are tax-free if you stay invested for 12 or more months
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Returns exceeding Rs.1 lakh are taxed at 10%
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For redemption within 12 months, returns are taxed at 15%
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Dividends earned, if any, are taxed at your income tax slab rate
What are the payout options?
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Dividend option
Earn dividends on your investment at regular intervals
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Growth option
Accumulate the returns over the investment tenure and get a lump sum amount on redemption
FAQs On Large-Cap Mutual Fund
Large-Cap Mutual Funds fall within the equity mutual fund category, with their investments primarily focused on companies with large market capitalisation.
The safety of investing in a large-cap fund is ensured by stringent regulations in the Mutual Fund industry. However, it's important to note that the current market conditions influence returns from such investments.
The minimum investment amount for large-cap funds varies depending on the chosen scheme. Through Systematic Investment Plans (SIP), you can invest as little as Rs 100 in large-cap funds. For lump sum investments, there is no specific minimum amount, and you can choose any investment value. Additionally, there is no maximum limit on the investment amount.
There is no specified lock-in period for open-ended large-cap funds. You have the flexibility to redeem your funds at any time during market hours. However, it's important to take into account any applicable exit loads before making withdrawals.
Yes, profits derived from large-cap funds are subject to taxation. If you sell the funds within one year, you are liable for short-term capital gains taxes, amounting to 15% of the profit. Conversely, if you sell the funds after holding them for more than one year, long-term capital gains taxes apply. The long-term gains on profits exceeding Rs. 1 Lakh annually are taxed at a rate of 10% of the gain.
Types of Equity Mutual Funds
Funds Based On Market Capitalisation
Funds Based On Investment Style
Other Asset Class Funds
ETF Funds
Invest in funds listed and traded on the stock exchange
Know More
Fund of Funds
Mutual funds that invest in other mutual funds both in India and globally
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Hybrid Funds
Get a mix of equity, debt and other asset classes for a diversified portfolio
Know More
Index Fund
Passively-managed mutual funds tracking a particular index
Know More