Sunday, September 14, 2025
No Result
View All Result
The Financial Observer
  • Home
  • Business
  • Economy
  • Stocks
  • Markets
  • Investing
  • Crypto
  • PF
  • Startups
  • Forex
  • Fintech
  • Real Estate
  • Analysis
  • Home
  • Business
  • Economy
  • Stocks
  • Markets
  • Investing
  • Crypto
  • PF
  • Startups
  • Forex
  • Fintech
  • Real Estate
  • Analysis
No Result
View All Result
The Financial Observer
No Result
View All Result
Home Business

Top 5 Large Cap Index Mutual Funds With Best CAGR Returns in 5 years calculator No 1 scheme has converted inr Rs 150000 one-time investment into 409577 nifty next 50 100 bse sensex uti icici motilal

Top 5 Large Cap Index Mutual Funds With Best CAGR Returns in 5 years calculator No 1 scheme has converted inr Rs 150000 one-time investment into 409577 nifty next 50 100 bse sensex uti icici motilal
Share on FacebookShare on Twitter


High 5 Giant Cap Index Funds With Finest Returns in 5 Years: Giant cap index funds spend money on India’s prime 100 corporations.

So, they’ll withhold market fluctuations higher than mid cap and small cap index funds.

The funds comply with main indices akin to Nifty 50, Nifty Subsequent 50, Nifty 100, and BSE Sensex.

For the reason that funds comply with an index, the fund supervisor would not must analysis a lot for inventory choice.

Therefore, the funds have a low expense ratio.

Giant cap index funds fall within the passive fund class.

From an investor’s perspective, they get an opportunity to spend money on India’s blue-chip corporations by means of a single fund.

Since funds have a excessive fairness proportion, they’re dangerous and therefore appropriate for buyers with a long-term funding horizon.

Right here, we take you thru the highest 5 giant cap index mutual funds which have given the best annualised returns (CAGR) within the 5-year interval.

Additionally know the way a Rs 1,50,000 one-time funding in all of them has carried out in the identical time-frame.

UTI Nifty Subsequent 50 Index Fund Direct – Development

The fund has given 22.25 per cent annualised return within the 5-year interval.

It has property below administration (AUM) of Rs 4,239 crore, whereas its web asset worth (NAV) is Rs 21.7 as on March 13, 2025.  

Benchmarked towards NIFTY Subsequent 50 TRI, the fund has given 12.17 per cent annualised return since its inception in June 2018.

At an expense ratio of 0.35 per cent, the fund has Rs 500 because the minimal SIP and Rs 5,000 because the minimal lump sum funding. 

A Rs 1,50,000 one-time funding within the fund in 5 years has jumped to Rs 4,09,577.

DSP Nifty Subsequent 50 Index Fund Direct – Development

The fund has given 22.03 per cent annualised return the 5-year time-frame.

It has property below administration (AUM) of Rs 807 crore, whereas its web asset worth (NAV) is Rs 23.15.  

Benchmarked towards NIFTY Subsequent 50 TRI, the fund has given 14.84 per cent annualised return since its launch in February 2019.

With an expense ratio of 0.26 per cent, the fund has Rs 105 because the minimal SIP and lump sum funding every. 

A Rs 1,50,000 one-time funding within the 5-year interval has transformed into Rs 4,05,905.

ICICI Prudential Nifty Subsequent 50 Index Direct-Development

The fund has given 21.98 per cent annualised return within the 5-year interval.

It has a fund measurement of Rs 6,083 crore, whereas its unit worth is Rs 54.47.  

Benchmarked towards NIFTY Subsequent 50 TRI, the fund has given 13.98 per cent annualised return since its debut in January 2013.

At an expense ratio of 0.31 per cent, the fund has Rs 105 because the minimal SIP and lump sum funding every. 

A Rs 1,50,000 one-time funding within the fund has jumped to Rs 4,05,074 within the 5-year time-frame.

Motilal Oswal Nifty Subsequent 50 Index Fund Direct – Development

The fund has given 21.92 per cent annualised return in  5 years.

Its AUM is Rs 270 crore, whereas its NAV is Rs 21.02.  

Benchmarked towards NIFTY Subsequent 50 TRI, the fund has given 15.37 per cent annualised return since its beginning in December 2019.

With an expense ratio of 0.36 per cent, the fund has Rs 500 because the minimal SIP funding and Rs 510 because the minimal lump sum funding. 

A Rs 1,50,000 one-time funding within the fund has grown to Rs 4,04,079 in 5 years.

Bandhan Nifty 50 Index Fund Direct Plan-Development

The fund has given 21.21 per cent annualised return in 5 years.

It has AUM of Rs 1,604 crore, whereas its NAV is Rs 49.34.  

Benchmarked towards Nifty 50 Complete Return, the fund has given 12.48 per cent annualised return since its debut in January 2013.

At an expense ratio of 0.10 per cent, the fund has Rs 500 because the minimal SIP funding and Rs 1,000 because the minimal lump sum funding. 

A Rs 1,50,000 one-time funding within the fund has jumped to Rs 3,92,449 within the 5-year interval.



Source link

Tags: bseCAGRcalculatorCapconvertedFundsICICIIndexinrinvestmentLargelarge cap index mutual fundslump sum calculatormotilalMutualmutual fund calculatormutual fund investmentNiftyone-time investmentonetimeReturnsschemesensexToptop large cap index mutual fundsutiyears
Previous Post

Hashdex files with SEC to add XRP, ADA, SOL, and other coins to its Crypto Index ETF

Next Post

Who Is Turnkey New Construction Right For?

Related Posts

Rs 32,000 crore festive IPO boom? LG Electronics, Tata Capital to test investor appetite this Diwali
Business

Rs 32,000 crore festive IPO boom? LG Electronics, Tata Capital to test investor appetite this Diwali

September 14, 2025
Poland scrambles jets, shuts key airport amid drone threat
Business

Poland scrambles jets, shuts key airport amid drone threat

September 13, 2025
Calamos U.S. Convertible Strategy Q2 2025 Commentary
Business

Calamos U.S. Convertible Strategy Q2 2025 Commentary

September 12, 2025
Infosys board gives nod to Rs 18,000-crore share buyback
Business

Infosys board gives nod to Rs 18,000-crore share buyback

September 12, 2025
Light rail boosts Jaffa home prices
Business

Light rail boosts Jaffa home prices

September 11, 2025
OFSS shares rally over 9%, mirroring parent Oracle’s surge on cloud boom
Business

OFSS shares rally over 9%, mirroring parent Oracle’s surge on cloud boom

September 10, 2025
Next Post
Who Is Turnkey New Construction Right For?

Who Is Turnkey New Construction Right For?

2025 MLP List | Yields Up To 11.3%

2025 MLP List | Yields Up To 11.3%

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

  • Trending
  • Comments
  • Latest
The Stock Market Just Did Something for the 16th Time Since 1950. It Usually Signals a Big Move in the Next Year.

The Stock Market Just Did Something for the 16th Time Since 1950. It Usually Signals a Big Move in the Next Year.

August 19, 2025
In praise of complicated investing strategies

In praise of complicated investing strategies

August 19, 2025
SEC and Ripple officially settle appeals, XRP case moves to final enforcement

SEC and Ripple officially settle appeals, XRP case moves to final enforcement

August 22, 2025
Planning to retire in 2045 as a 30 years old with VOO, does this math make sense? : personalfinance

Planning to retire in 2045 as a 30 years old with VOO, does this math make sense? : personalfinance

September 14, 2025
Rs 32,000 crore festive IPO boom? LG Electronics, Tata Capital to test investor appetite this Diwali

Rs 32,000 crore festive IPO boom? LG Electronics, Tata Capital to test investor appetite this Diwali

September 14, 2025
Half of Global Currencies to Feature in Stablecoin Market by 2026, Predicts Investment Exec

Half of Global Currencies to Feature in Stablecoin Market by 2026, Predicts Investment Exec

September 14, 2025
Pundit Reveals Where Bitcoin’s True Strength Lies – Here’s What It Is

Pundit Reveals Where Bitcoin’s True Strength Lies – Here’s What It Is

September 14, 2025
Poland scrambles jets, shuts key airport amid drone threat

Poland scrambles jets, shuts key airport amid drone threat

September 13, 2025
Altcoin Season Index Hits New High As DOGE and XRP Rally

Altcoin Season Index Hits New High As DOGE and XRP Rally

September 13, 2025
The Financial Observer

Get the latest financial news, expert analysis, and in-depth reports from The Financial Observer. Stay ahead in the world of finance with up-to-date trends, market insights, and more.

Categories

  • Business
  • Cryptocurrency
  • Economy
  • Fintech
  • Forex
  • Investing
  • Market Analysis
  • Markets
  • Personal Finance
  • Real Estate
  • Startups
  • Stock Market
  • Uncategorized

Latest Posts

  • Planning to retire in 2045 as a 30 years old with VOO, does this math make sense? : personalfinance
  • Rs 32,000 crore festive IPO boom? LG Electronics, Tata Capital to test investor appetite this Diwali
  • Half of Global Currencies to Feature in Stablecoin Market by 2026, Predicts Investment Exec
  • About Us
  • Advertise with Us
  • Disclaimer
  • Privacy Policy
  • DMCA
  • Cookie Privacy Policy
  • Terms and Conditions
  • Contact us

Copyright © 2025 The Financial Observer.
The Financial Observer is not responsible for the content of external sites.

No Result
View All Result
  • Home
  • Business
  • Economy
  • Stocks
  • Markets
  • Investing
  • Crypto
  • PF
  • Startups
  • Forex
  • Fintech
  • Real Estate
  • Analysis

Copyright © 2025 The Financial Observer.
The Financial Observer is not responsible for the content of external sites.