
Investment Clinic Raipur
February 17, 2025 at 05:32 AM
While analysing the performance of various large-cap mutual funds based on a ₹10,000 monthly SIP (Systematic Investment Plan) from February 17, 2020, to February 14, 2025.
Invested Value: ₹6,00,000 (₹10,000 per month for five years)
XIRR (Extended Internal Rate of Return): The annualized return
The best-performing fund , is Nippon India Large Cap, with an XIRR of 20.15% and a final value of ₹9,90,188. The worst-performing fund is AXIS Bluechip, with an XIRR of 11.24% and a final value of ₹7,95,063.
The past performance of large-cap funds over the last five years.
The second and third best-performing large-cap funds in the list based on XIRR are:
2. ICICI Pru Bluechip – 18.60% XIRR, Final Value: ₹9,53,464
3. HDFC Large Cap – 17.90% XIRR, Final Value: ₹9,37,314
These funds have delivered strong returns over the past five years, following Nippon India Large Cap, which had the highest return (20.15% XIRR).