What are the historical returns of Large Cap Fund?

1-year returns: 12–20%, 3-year: 11–16%, 5-year: 11–14%. Past performance is not a guarantee of future results.

What is the minimum investment for Large Cap Fund?

Minimum ticket size: ₹500. ₹10 (1 share).

3. Mutual Funds - Equity

Large Cap Fund

Equity fund investing at least 80% in India's top 100 companies by market cap.

Risk Level

Medium ★★★☆☆

Liquidity

🟢 High

Min Investment

₹500

Ticket Size

₹10 (1 share)

Ideal Horizon

3–5 years

Region

India

📈 Historical Returns (Indicative)

1 Year

12–20%

3 Years

11–16%

5 Years

11–14%

10 Years

11–13%

20 Years

11–13%

⚠️ Indicative historical ranges only. Past performance does not guarantee future results. Returns vary significantly across individual instruments.

🧮 XIRR Calculator — Large Cap Fund

Enter your actual investment dates and amounts to calculate your personal annualised return (XIRR). Use negative values for money invested, positive for money received back.

✅ Pros & ❌ Cons

Advantages

✅ High liquidity — can exit anytime during market hours
✅ Inflation-beating returns over long periods
✅ Ownership stake in businesses
✅ Professional fund management

Disadvantages

❌ Short-term volatility
❌ Requires research or active monitoring
❌ Expense ratio reduces returns
❌ No guaranteed returns

🚀 How to Invest in Large Cap Fund

Open a Demat + Trading account (Zerodha, Groww, Upstox)
Complete KYC with PAN and Aadhaar
Search the stock, place a buy order
For SIP-like approach, use basket orders or smallcases

💰 Tax Treatment (India)

STCG 20% (held < 1 year), LTCG 12.5% on gains above ₹1.25L (held > 1 year)
Securities Transaction Tax (STT) applies on buy and sell

Disclaimer: This page is for educational purposes only and does not constitute financial advice. Returns shown are indicative historical ranges and not guaranteed. Consult a SEBI-registered investment advisor before investing.

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