Best Low Risk-Return Funds

  • No. of Funds
    21
  • Average Return
    9.86% p.a.
Large Cap Fund
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Discover Mutual Funds

What are Low Risk-Return Funds?

Large-cap mutual funds are investment funds that primarily invest in the stocks of large, established companies with a market capitalization typically above ₹20,000 Crores. These companies are often industry leaders and are considered more stable and less volatile than smaller firms, making large-cap mutual funds a relatively safer investment option for conservative investors.

Key Benefits of Low Risk-Return Funds:

  • Offer stability with lower risk due to investments in well-established companies
  • Provide consistent, long-term returns
  • Potential for regular dividend income from large-cap companies
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Market winners

Top Low Risk-Return Funds

Fund Name 1 Yr. Return 3 Yr. Return 5 Yr. Return Fund Size Expense Ratio
quant-multi-asset-fund-direct-g
Quant Multi Asset Fund - Direct (G) 8.85% 20% 35.43% ₹3004 Cr 0.6%
icici-pru-multi-asset-fund-direct-g
ICICI Pru Multi-Asset Fund - Direct (G) 14.15% 19.3% 28.9% ₹52257 Cr 0.7%
icici-pru-equity-debt-fund-direct-g
ICICI Pru Equity & Debt Fund - Direct (G) 10.1% 18.5% 29.14% ₹38507 Cr 1.02%
edelweiss-aggressive-hybrid-fund-direct-g
Edelweiss Aggressive Hybrid Fund - Direct (G) 12.18% 18.29% 25.1% ₹2290 Cr 0.31%
baroda-bnp-paribas-aggressive-hybrid-fund-direct-g
Baroda BNP Paribas Aggressive Hybrid Fund-Dir (G) 7.25% 14.85% 20.99% ₹1091 Cr 0.59%
sbi-multi-asset-allocation-fund-direct-g
SBI Multi Asset Allocation Fund - Direct (G) 11.49% 14.96% 17.5% ₹7351 Cr 0.65%
mirae-asset-aggressive-hybrid-fund-direct-g
Mirae Asset Aggressive Hybrid Fund - Direct (G) 10.23% 13.43% 21.14% ₹8170 Cr 0.4%
canara-robeco-equity-hybrid-fund-direct-g
Canara Robeco Equity Hybrid Fund - Direct (G) 9.33% 13.03% 19.88% ₹9951 Cr 0.61%
icici-pru-balanced-advantage-fund-direct-g
ICICI Pru Balanced Advantage Fund - Dir (G) 8.27% 12.81% 18.5% ₹58717 Cr 0.92%
nippon-india-balanced-advantage-fund-direct-g
Nippon India Balanced Advantage Fund - Direct (G) 9.37% 13.4% 17.85% ₹8431 Cr 0.59%
quant-multi-asset-fund-direct-g
  • Return 8.85%
  • Fund Size ₹3004Cr
  • Expense Ratio 0.6%
icici-pru-multi-asset-fund-direct-g
  • Return 14.15%
  • Fund Size ₹52257Cr
  • Expense Ratio 0.7%
icici-pru-equity-debt-fund-direct-g
  • Return 10.1%
  • Fund Size ₹38507Cr
  • Expense Ratio 1.02%
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Calculate Your Returns from Top Low Risk-Return Funds

Find out how much your investment would have grown to

of
for
in
Total investment 3.2 Crs
Profit 1.22 Crs

Current value 4.43 Crs
This fund has generated an XIRR of 22.14% over the past 3 years
Large Cap Fund
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Understanding Low Risk-Return Funds

How {{fund_type}} work?

Low risk-return funds invest in safe securities like government bonds and high-rated debt. They aim to preserve capital and provide steady income.

Why should you invest in {{fund_type}}?

Low risk-return funds are ideal for conservative investors who prioritize capital preservation over high returns. These funds invest in safe securities, like government bonds and high-quality debt instruments, offering steady income with minimal risk. They provide a reliable way to grow wealth slowly while maintaining a cushion against market volatility. These funds suit investors who may need access to their money in the short to medium term, as they typically face less impact from market changes. If your goal is to earn a stable income without taking on much risk, these funds offer peace of mind.

Who should invest in {{fund_type}}?

Ideal for risk-averse investors who prioritize capital preservation over high returns.

What are the taxes on {{fund_type}}?

Short term capital gains on {{fund_type}} mutual funds are According to the investor's tax slab, while long term capital gains are 20% with indexation benefits.

How to invest in {{fund_type}}?

  1. Open Appreciate account.
  2. Choose the fund you want to invest in.
  3. Make the payment and track your investment.

Frequently Asked Questions about Low Risk-Return Funds

  1. Are {{fund_type}} risky?

    These funds are low-risk as they invest in safe assets like government bonds and high-rated debt.

  2. Should I invest in {{fund_type}}?

    Yes, if you prioritize capital preservation and want steady, modest returns.

  3. How long should I stay invested in {{fund_type}}?

    These funds are suitable for short to medium-term goals, generally one to three years.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, you can withdraw anytime, though holding for the investment term is recommended.

  5. What are the expenses involved in {{fund_type}}?

    Expenses are low, usually between 0.5% and 1%, due to the focus on low-risk assets.

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