Top Gold Mutual Fund vs Top Large Cap Mutual Fund Return: Which fund gave over Rs 4.5 lakh extra return on Rs 3 lakh investment in 5 years?
Published on 12/06/2025 06:41 PM
Top Gold Mutual Fund vs Top Large Cap Mutual Fund in 5 Years: Gold mutual funds and large cap funds are considered long-term investment options. Investors with a long-term investment horizon often prefer both investments. While largecap mutual funds have at least 80 per cent of their investments in large cap stocks, gold mutual funds invest in gold ETFs, which, in turn, invest in physical gold of very high purity.
Even though both investments have the potential to give stable returns in the long term, which of them has given a higher annualised return in the 5-year period and generated higher long term capital gains on a Rs 3,00,000 investment in the same time frame.
The top gold mutual fund in terms of highest annualised return in the 5-year period is Axis Gold Direct Plan-Growth.
The gold fund gave a 14.36 per cent annualised return in that time frame.
It has assets under management (AUM) of Rs 1,065 crore, while its net asset value (NAV) as on June 11, 2025, was Rs 30.9.
Benchmarked against the domestic price of gold, the fund has given an 8.33 per cent annualised return since its inception in January 2013.
At an expense ratio of 0.17 per cent, the fund has Rs 105 as the minimum SIP and lump sum investment each.
The current value of a Rs 3 lakh investment in the top gold mutual fund is Rs 5,86,802.54.
Top largecap mutual fund in 5 years
Nippon India Large Cap Fund Direct-Growth is the top mutual fund with the highest annualised return in 5 years.
The fund has given a 28.22 per cent annualised return in the 5-year time frame.
It has an asset base of Rs 41,750 crore, while the fund has a unit price of Rs 101.32 as on June 11, 2025.
Benchmarked against BSE 100 TRI, the largecap fund has given a 16.77 per cent annualised return since its launch in January 2013.
At an expense ratio of 0.67 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
The value of a Rs 3 lakh investment in the top largecap mutual fund in 5 years is Rs 10,39,681.02.
The top largecap mutual fund has given approximately Rs 4,52,878.48 extra return on a Rs 3,00,000 investment in the 5-year period.
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