What is 'Large Cap Funds'

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• 80% equity mutual funds outperformed their benchmarks in OctoberAround 192 out of 240 equity mutual funds outperformed their benchmarks in October. However, the assets under management (AUM) of equity mutual funds saw a sequential decline of 4.03%, falling to Rs 25.36 lakh crore in October from Rs 26.43 lakh crore in September. This data was reported by PL Wealth Management, excluding Sectoral/Thematic funds.
• 15 largecap mutual funds fail to beat benchmarks over 5 yearsAround 15 large-cap mutual funds (MFs) have underperformed their benchmarks over the last five years, with a 60% underperformance rate. Out of 25 large-cap funds, only 10 outperformed. Axis Bluechip Fund delivered 13.25% return, lagging behind its benchmark (BSE 100 - TRI), which returned 18%. Bandhan Large Cap Fund and DSP Top 100 Equity Fund also underperformed.
• All equity mutual fund categories offer negative returns in October, lose up to 12%October proved to be a challenging month for equity mutual funds, with all categories experiencing negative returns. The automotive sector suffered the most significant decline, while international funds fared comparatively better. Mid-cap and small-cap funds also witnessed losses, although less severe than their large-cap counterparts.
• Best large cap mutual funds to invest in November 2024You may invest in these schemes with a minimum investment horizon of five to seven years. Look out for our monthly updates where we keep discussing the performance of these schemes. We typically come up with our updates in the first or second week of every month.
• Planning to invest in equity mutual funds from this Diwali? Here is how to do it the right wayDuring Diwali, investors are advised to set a balanced allocation across large-cap, mid-cap, and small-cap funds for long-term performance. Sectoral and thematic funds can be risky if overinvested. A diversified approach considering risk, investment horizon and goals is recommended for building a robust portfolio.
• Planning to start your mutual fund investment journey in Samvat 2081? Here’s how to do it rightInvesting in mutual funds during Samvat 2081 can yield substantial returns, especially with a long-term strategy. Focus on large cap funds for lump sum investments due to reasonable valuations, and use SIP for mid and small cap funds as valuations improve. Consider risk tolerance and investment horizon.
• Planning to invest Diwali bonus? Mutual fund advisors offer helpDiwali bonuses offer a unique opportunity to invest in mutual funds. Advisors suggest avenues like balanced advantage funds, equity SIPs, gold ETFs, PPF, and ELSS. Preferences should be based on investment horizons and goals, balancing immediate celebrations with long-term financial stability and growth.
• 4 large cap mutual funds which have never posted negative annual returns since 2018Four large cap mutual funds, including Canara Robeco Bluechip Equity Fund, Edelweiss Large Cap Fund, HDFC Top 100 Fund, and JM Large Cap Fund, have consistently delivered positive annual returns since 2018 despite underperforming their benchmarks in various years. The analysis highlights the importance of considering multiple factors like goals and risk appetite before investing.
• 48% of equity mutual funds outperform benchmarks in SeptemberApproximately 48% of equity mutual funds have outperformed their respective benchmarks in September 2024, with small cap funds leading at a 75% outperformance rate. The total AUM of these funds increased to Rs 26.43 lakh crore. Investors are advised to maintain long-term SIP investments.
• Mid and smallcap mutual funds record Rs 30,350 crore inflow in 6 months. An overcrowded trade?According to the Association of Mutual Funds in India (AMFI), mid and small cap funds received inflows of Rs 32,924 crore during the same time a year ago.