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Top 10 Best Bluechip Mutual Funds 2024 - 2025

Updated on May 16, 2024 , 237283 views

Investors planning for a long-term investment, here’s something that you need to consider! Bluechip Mutual Funds are known for its long-term returns and performances. These are the funds that invest in shares and stocks of large, well-established companies. These are financially sound companies that have been operating for many years now. A bluechip stock typically has a Market capitalization (MC= no of shares issued by the company X market price per share) of more than INR 1000 Crore.

Bluechip stocks are also commonly referred as large-cap stocks. As these funds have Underlying securities of stable companies, they are considered to be less risky than mid and Small cap funds. Also, a bluechip company has a strong track record of paying dividends regularly. Investors planning to invest in these funds should prefer the best bluechip Mutual Funds as they have the potential to deliver superior returns. Historically, these funds have performed well in the most market conditions. Many investors prefer Investing in bluechip funds as they are known for its stability over the long-run.

Blue-chip-Funds

Who Should Invest?

As these funds are high-risk mutual funds, investors with a high-risk appetite should only prefer investing in Bluechip funds. Investors who want to invest in these funds are advised to stay invested for a long duration., i.e., above 5 years. One can plan their long-term goals like Retirement planning, saving for marriage or child’s higher education, etc., with bluechip funds.

Benefits of Investing in Bluechip Funds

Some of the important benefits of these funds are:

  • Historically, these funds have a record of stable earning power
  • Bluechip funds are less volatile than other market caps, i.e., mid & small cap funds
  • Since, these funds invest in stocks of large-sized companies, they have potential to survive & deliver in a tough market phase
  • Ideal investment option for long-term goals

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Best Bluechip Mutual Funds 2024

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Nippon India Large Cap Fund Growth ₹80.7185
↑ 0.36
₹24,3786.422.339.524.718.832.1
IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05
₹6559.212.515.421.912.6
JM Large Cap Fund Growth ₹150.24
↑ 1.48
₹1194.926.546.121.517.829.6
ICICI Prudential Bluechip Fund Growth ₹98
↑ 0.35
₹53,5054.521.339.421.318.827.4
HDFC Top 100 Fund Growth ₹1,043.26
↑ 3.45
₹32,3553.118.134.820.716.630
BNP Paribas Large Cap Fund Growth ₹204.702
↑ 0.40
₹1,8636.424.339.419.518.724.8
Invesco India Largecap Fund Growth ₹61.5
↑ 0.34
₹9855.721.837.519.217.127.8
TATA Large Cap Fund Growth ₹461.956
↑ 2.11
₹2,0195.820.433.518.116.324.5
Edelweiss Large Cap Fund Growth ₹76.55
↑ 0.40
₹8294.61832181725.7
Aditya Birla Sun Life Frontline Equity Fund Growth ₹465.37
↑ 3.61
₹26,8784.617.53117.516.323.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 24

*Above is list of Bluechip Equity Mutual Funds having net assets between 100 - 1,00,000 Crore & managing assets since last 3 years Funds having sorted on returns of last 3 years annualized/CAGR Basis.

1. Nippon India Large Cap Fund

(Erstwhile Reliance Top 200 Fund)

The primary investment objective of the scheme is to seek to generate long term capital appreciation by investing in equity and equity related instruments of companies whose market capitalization is within the range of highest & lowest market capitalization of S&P BSE 200 Index. The secondary objective is to generate consistent returns by investing in debt and money market securities.

Nippon India Large Cap Fund is a Equity - Large Cap fund was launched on 8 Aug 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.3% since its launch.  Ranked 20 in Large Cap category.  Return for 2023 was 32.1% , 2022 was 11.3% and 2021 was 32.4% .

Below is the key information for Nippon India Large Cap Fund

Nippon India Large Cap Fund
Growth
Launch Date 8 Aug 07
NAV (17 May 24) ₹80.7185 ↑ 0.36   (0.45 %)
Net Assets (Cr) ₹24,378 on 31 Mar 24
Category Equity - Large Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 3.08
Information Ratio 2.28
Alpha Ratio 9.01
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹7,676
30 Apr 21₹11,354
30 Apr 22₹14,029
30 Apr 23₹15,921
30 Apr 24₹22,745

Nippon India Large Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for Nippon India Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 24

DurationReturns
1 Month 3%
3 Month 6.4%
6 Month 22.3%
1 Year 39.5%
3 Year 24.7%
5 Year 18.8%
10 Year
15 Year
Since launch 13.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 32.1%
2022 11.3%
2021 32.4%
2020 4.9%
2019 7.3%
2018 -0.2%
2017 38.4%
2016 2.2%
2015 1.1%
2014 54.6%
Fund Manager information for Nippon India Large Cap Fund
NameSinceTenure
Sailesh Raj Bhan8 Aug 0716.66 Yr.
Ashutosh Bhargava1 Sep 212.58 Yr.
Kinjal Desai25 May 185.86 Yr.

Data below for Nippon India Large Cap Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Financial Services36.46%
Consumer Cyclical14.46%
Industrials9.73%
Consumer Defensive9.47%
Energy7.47%
Utility6.03%
Technology5.5%
Basic Materials3.74%
Health Care2.03%
Communication Services1.4%
Asset Allocation
Asset ClassValue
Cash3.7%
Equity96.3%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
10%₹2,317 Cr16,000,529
↑ 1,000,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
7%₹1,607 Cr14,700,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
7%₹1,605 Cr5,400,000
↑ 200,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN
6%₹1,437 Cr19,100,644
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC
5%₹1,254 Cr29,265,000
↑ 3,265,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT
4%₹1,016 Cr2,700,529
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 21 | 500034
3%₹826 Cr1,140,326
↑ 100,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | 532215
3%₹806 Cr7,700,080
Tata Power Co Ltd (Utilities)
Equity, Since 30 Jun 23 | 500400
3%₹749 Cr19,000,000
NTPC Ltd (Utilities)
Equity, Since 30 Apr 20 | 532555
3%₹722 Cr21,500,000

2. IDBI India Top 100 Equity Fund

The Investment objective of the Scheme is to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related Instruments of Large Cap companies. However there can be no assurance that the investment objective under the Scheme will be realized.

IDBI India Top 100 Equity Fund is a Equity - Large Cap fund was launched on 15 May 12. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.2% since its launch.  Ranked 45 in Large Cap category. .

Below is the key information for IDBI India Top 100 Equity Fund

IDBI India Top 100 Equity Fund
Growth
Launch Date 15 May 12
NAV (28 Jul 23) ₹44.16 ↑ 0.05   (0.11 %)
Net Assets (Cr) ₹655 on 30 Jun 23
Category Equity - Large Cap
AMC IDBI Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.47
Sharpe Ratio 1.09
Information Ratio 0.14
Alpha Ratio 2.11
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹9,283
30 Apr 21₹13,402
30 Apr 22₹16,218
30 Apr 23₹17,049

IDBI India Top 100 Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for IDBI India Top 100 Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 24

DurationReturns
1 Month 3%
3 Month 9.2%
6 Month 12.5%
1 Year 15.4%
3 Year 21.9%
5 Year 12.6%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for IDBI India Top 100 Equity Fund
NameSinceTenure

Data below for IDBI India Top 100 Equity Fund as on 30 Jun 23

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

3. JM Large Cap Fund

(Erstwhile JM Equity Fund)

The scheme seeks to provide optimum capital growth and appreciation.

JM Large Cap Fund is a Equity - Large Cap fund was launched on 1 Apr 95. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.7% since its launch.  Ranked 73 in Large Cap category.  Return for 2023 was 29.6% , 2022 was 3.4% and 2021 was 23.2% .

Below is the key information for JM Large Cap Fund

JM Large Cap Fund
Growth
Launch Date 1 Apr 95
NAV (17 May 24) ₹150.24 ↑ 1.48   (0.99 %)
Net Assets (Cr) ₹119 on 31 Mar 24
Category Equity - Large Cap
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.51
Sharpe Ratio 2.88
Information Ratio 0.5
Alpha Ratio 9.34
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-60 Days (1%),60 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹9,537
30 Apr 21₹12,380
30 Apr 22₹14,280
30 Apr 23₹15,235
30 Apr 24₹22,259

JM Large Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for JM Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 24

DurationReturns
1 Month 4.9%
3 Month 4.9%
6 Month 26.5%
1 Year 46.1%
3 Year 21.5%
5 Year 17.8%
10 Year
15 Year
Since launch 9.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 29.6%
2022 3.4%
2021 23.2%
2020 18.1%
2019 4.9%
2018 0.8%
2017 20.9%
2016 1.8%
2015 -1.3%
2014 45.5%
Fund Manager information for JM Large Cap Fund
NameSinceTenure
Satish Ramanathan20 Aug 212.62 Yr.
Asit Bhandarkar5 Oct 176.49 Yr.
Gurvinder Wasan1 Dec 221.33 Yr.

Data below for JM Large Cap Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Financial Services24.02%
Consumer Cyclical13.79%
Technology12.88%
Basic Materials8.87%
Utility8.67%
Industrials7.36%
Energy7.24%
Health Care6.28%
Consumer Defensive4.87%
Communication Services1.45%
Asset Allocation
Asset ClassValue
Cash4.56%
Equity95.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 08 | LT
7%₹9 Cr23,207
↑ 3,150
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 12 | HDFCBANK
7%₹8 Cr56,672
↑ 16,400
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 24 | RELIANCE
5%₹6 Cr20,000
↑ 20,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 24 | ITC
5%₹6 Cr135,000
↑ 135,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 15 | INFY
4%₹5 Cr33,398
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | ICICIBANK
4%₹5 Cr45,287
↑ 20,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 11 | SBIN
4%₹4 Cr58,397
↑ 8,000
Tata Power Co Ltd (Utilities)
Equity, Since 29 Feb 24 | 500400
3%₹4 Cr104,000
Bank of Baroda (Financial Services)
Equity, Since 30 Nov 22 | 532134
3%₹4 Cr154,250
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 29 Feb 24 | 500124
3%₹4 Cr6,400

4. ICICI Prudential Bluechip Fund

(Erstwhile ICICI Prudential Focused Bluechip Equity Fund)

To generate long-term capital appreciation and income distribution to unit holders from a portfolio that is invested in equity and equity related securities of about 20 companies belonging to the large cap domain and the balance in debt securities and money market instruments. The Fund Manager will always select stocks for investment from among Top 200 stocks in terms of market capitalization on the National Stock Exchange of India Ltd. If the total assets under management under this scheme goes above Rs. 1,000 crores the Fund Manager reserves the right to increase the number of companies to more than 20.

ICICI Prudential Bluechip Fund is a Equity - Large Cap fund was launched on 23 May 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.3% since its launch.  Ranked 21 in Large Cap category.  Return for 2023 was 27.4% , 2022 was 6.9% and 2021 was 29.2% .

Below is the key information for ICICI Prudential Bluechip Fund

ICICI Prudential Bluechip Fund
Growth
Launch Date 23 May 08
NAV (17 May 24) ₹98 ↑ 0.35   (0.36 %)
Net Assets (Cr) ₹53,505 on 31 Mar 24
Category Equity - Large Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.69
Sharpe Ratio 3.17
Information Ratio 1.27
Alpha Ratio 10.05
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹8,505
30 Apr 21₹12,622
30 Apr 22₹15,108
30 Apr 23₹16,333
30 Apr 24₹22,955

ICICI Prudential Bluechip Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for ICICI Prudential Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 24

DurationReturns
1 Month 3%
3 Month 4.5%
6 Month 21.3%
1 Year 39.4%
3 Year 21.3%
5 Year 18.8%
10 Year
15 Year
Since launch 15.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 27.4%
2022 6.9%
2021 29.2%
2020 13.5%
2019 9.8%
2018 -0.8%
2017 32.7%
2016 7.7%
2015 -0.2%
2014 41.1%
Fund Manager information for ICICI Prudential Bluechip Fund
NameSinceTenure
Anish Tawakley5 Sep 185.58 Yr.
Vaibhav Dusad18 Jan 213.2 Yr.
Sharmila D’mello31 Jul 221.67 Yr.

Data below for ICICI Prudential Bluechip Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Financial Services22.25%
Energy12.49%
Consumer Cyclical11.23%
Industrials10.23%
Technology8.2%
Basic Materials6.16%
Consumer Defensive6.09%
Health Care5.95%
Communication Services4.1%
Utility3.26%
Real Estate1.39%
Asset Allocation
Asset ClassValue
Cash8.65%
Equity91.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK
8%₹4,430 Cr40,518,440
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 08 | RELIANCE
8%₹4,331 Cr14,574,648
↑ 275,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 12 | LT
7%₹3,771 Cr10,017,834
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 16 | MARUTI
5%₹2,651 Cr2,103,659
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
5%₹2,519 Cr16,812,789
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
4%₹2,341 Cr22,358,608
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | BHARTIARTL
4%₹2,131 Cr17,348,738
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 17 | ULTRACEMCO
4%₹2,035 Cr2,087,320
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
3%₹1,870 Cr12,918,438
↑ 2,370,490
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Jul 15 | SUNPHARMA
3%₹1,437 Cr8,869,143

5. HDFC Top 100 Fund

(Erstwhile HDFC Top 200)

To generate long term capital appreciation from a portfolio of equity and equity linked instruments. The investment portfolio for equity and equity linked instruments will be primarily drawn from the companies in the BSE 200 Index. Further, the Scheme may also invest in listed companies that would qualify to be in the top 200 by market capitalisation on the BSE even though they may not be listed on the BSE. This includes participation in large Ipos where in the market capitalisation of the company based on issue price would make the company a part of the top 200 companies listed on the BSE based on market capitalisation.

HDFC Top 100 Fund is a Equity - Large Cap fund was launched on 11 Oct 96. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.2% since its launch.  Ranked 43 in Large Cap category.  Return for 2023 was 30% , 2022 was 10.6% and 2021 was 28.5% .

Below is the key information for HDFC Top 100 Fund

HDFC Top 100 Fund
Growth
Launch Date 11 Oct 96
NAV (17 May 24) ₹1,043.26 ↑ 3.45   (0.33 %)
Net Assets (Cr) ₹32,355 on 31 Mar 24
Category Equity - Large Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio 2.51
Information Ratio 1.14
Alpha Ratio 3.97
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹7,769
30 Apr 21₹11,346
30 Apr 22₹13,689
30 Apr 23₹15,231
30 Apr 24₹20,785

HDFC Top 100 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for HDFC Top 100 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 24

DurationReturns
1 Month 2%
3 Month 3.1%
6 Month 18.1%
1 Year 34.8%
3 Year 20.7%
5 Year 16.6%
10 Year
15 Year
Since launch 19.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30%
2022 10.6%
2021 28.5%
2020 5.9%
2019 7.7%
2018 0.1%
2017 32%
2016 8.5%
2015 -6.1%
2014 46.5%
Fund Manager information for HDFC Top 100 Fund
NameSinceTenure
Rahul Baijal29 Jul 221.68 Yr.
Dhruv Muchhal22 Jun 230.78 Yr.

Data below for HDFC Top 100 Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Financial Services32.21%
Energy11.77%
Technology9.26%
Industrials8.47%
Consumer Defensive7.63%
Health Care7.13%
Consumer Cyclical6.39%
Utility5.67%
Communication Services4.53%
Basic Materials3.26%
Asset Allocation
Asset ClassValue
Cash3.67%
Equity96.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 05 | ICICIBANK
10%₹3,153 Cr28,840,474
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
8%₹2,444 Cr16,876,319
↑ 500,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 06 | RELIANCE
7%₹2,320 Cr7,806,781
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 06 | LT
6%₹1,905 Cr5,061,271
NTPC Ltd (Utilities)
Equity, Since 30 Jun 15 | 532555
6%₹1,836 Cr54,669,743
Infosys Ltd (Technology)
Equity, Since 31 Aug 04 | INFY
5%₹1,585 Cr10,579,648
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL
5%₹1,465 Cr11,921,785
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC
4%₹1,357 Cr31,691,145
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | 532215
4%₹1,226 Cr11,702,714
Coal India Ltd (Energy)
Equity, Since 30 Sep 17 | COALINDIA
4%₹1,196 Cr27,557,721

6. BNP Paribas Large Cap Fund

(Erstwhile BNP Paribas Equity Fund)

The investment objective of the Scheme is to generate long-term capital growth from a diversifi ed and actively managed portfolio of equity and equity related securities. The Scheme will invest in a range of companies, with a bias towards large & medium market capitalisation companies. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.

BNP Paribas Large Cap Fund is a Equity - Large Cap fund was launched on 23 Sep 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.6% since its launch.  Ranked 38 in Large Cap category.  Return for 2023 was 24.8% , 2022 was 4.2% and 2021 was 22.1% .

Below is the key information for BNP Paribas Large Cap Fund

BNP Paribas Large Cap Fund
Growth
Launch Date 23 Sep 04
NAV (17 May 24) ₹204.702 ↑ 0.40   (0.20 %)
Net Assets (Cr) ₹1,863 on 31 Mar 24
Category Equity - Large Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.18
Sharpe Ratio 2.89
Information Ratio 0.55
Alpha Ratio 7.55
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹9,542
30 Apr 21₹13,298
30 Apr 22₹15,271
30 Apr 23₹16,394
30 Apr 24₹22,878

BNP Paribas Large Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for BNP Paribas Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 24

DurationReturns
1 Month 3.7%
3 Month 6.4%
6 Month 24.3%
1 Year 39.4%
3 Year 19.5%
5 Year 18.7%
10 Year
15 Year
Since launch 16.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 24.8%
2022 4.2%
2021 22.1%
2020 16.8%
2019 17.2%
2018 -4%
2017 37%
2016 -5.5%
2015 5.6%
2014 47.4%
Fund Manager information for BNP Paribas Large Cap Fund
NameSinceTenure
Jitendra Sriram16 Jun 221.79 Yr.
Miten Vora1 Dec 221.33 Yr.

Data below for BNP Paribas Large Cap Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Financial Services25.13%
Consumer Cyclical14.7%
Technology11.3%
Energy11.11%
Industrials9.86%
Consumer Defensive7.8%
Utility5.2%
Basic Materials4.66%
Health Care4.28%
Communication Services2.37%
Asset Allocation
Asset ClassValue
Cash2.97%
Equity96.42%
Debt0.61%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 17 | RELIANCE
7%₹131 Cr441,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | ICICIBANK
7%₹131 Cr1,197,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
7%₹122 Cr840,600
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 20 | LT
6%₹105 Cr279,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 18 | TCS
4%₹83 Cr215,239
ITC Ltd (Consumer Defensive)
Equity, Since 28 Feb 18 | ITC
4%₹67 Cr1,575,000
↑ 225,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY
3%₹51 Cr342,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 29 Feb 08 | BHARTIARTL
2%₹44 Cr360,000
Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 31 Aug 23 | 543187
2%₹44 Cr63,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | KOTAKBANK
2%₹42 Cr234,000

7. Invesco India Largecap Fund

(Erstwhile Invesco India Business Leaders Fund)

To generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives of companies which in our opinion are leaders in their respective industry or industry segment. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Invesco India Largecap Fund is a Equity - Large Cap fund was launched on 21 Aug 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.1% since its launch.  Ranked 39 in Large Cap category.  Return for 2023 was 27.8% , 2022 was -3% and 2021 was 32.5% .

Below is the key information for Invesco India Largecap Fund

Invesco India Largecap Fund
Growth
Launch Date 21 Aug 09
NAV (17 May 24) ₹61.5 ↑ 0.34   (0.56 %)
Net Assets (Cr) ₹985 on 31 Mar 24
Category Equity - Large Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.37
Sharpe Ratio 2.49
Information Ratio 0.34
Alpha Ratio 4.01
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹8,844
30 Apr 21₹12,350
30 Apr 22₹14,725
30 Apr 23₹15,109
30 Apr 24₹21,163

Invesco India Largecap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for Invesco India Largecap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 24

DurationReturns
1 Month 3.7%
3 Month 5.7%
6 Month 21.8%
1 Year 37.5%
3 Year 19.2%
5 Year 17.1%
10 Year
15 Year
Since launch 13.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 27.8%
2022 -3%
2021 32.5%
2020 14.1%
2019 10.5%
2018 -0.4%
2017 28.3%
2016 2.8%
2015 4.6%
2014 39.5%
Fund Manager information for Invesco India Largecap Fund
NameSinceTenure
Amit Nigam3 Sep 203.58 Yr.
Hiten Jain1 Dec 230.33 Yr.

Data below for Invesco India Largecap Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Financial Services27.12%
Consumer Cyclical13.58%
Technology13%
Industrials11.23%
Health Care8.3%
Consumer Defensive8.19%
Energy6.81%
Utility3.67%
Basic Materials3.55%
Communication Services2.15%
Real Estate1.48%
Asset Allocation
Asset ClassValue
Cash0.91%
Equity99.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
9%₹86 Cr784,022
↓ -71,128
Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY
5%₹45 Cr299,950
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
5%₹45 Cr150,277
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 24 | TCS
4%₹44 Cr112,359
↑ 18,384
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | HDFCBANK
4%₹37 Cr252,930
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | MARUTI
4%₹36 Cr28,437
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Jan 24 | 500825
3%₹32 Cr64,989
IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Nov 22 | INDUSINDBK
3%₹31 Cr200,497
↓ -32,809
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | 532215
3%₹30 Cr289,157
Mankind Pharma Ltd (Healthcare)
Equity, Since 31 Dec 23 | 543904
3%₹26 Cr112,006
↑ 25,236

8. TATA Large Cap Fund

To provide income distribution and / or medium to long term capital gains while at all times emphasising the importance of capital appreciation.

TATA Large Cap Fund is a Equity - Large Cap fund was launched on 7 May 98. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.4% since its launch.  Ranked 35 in Large Cap category.  Return for 2023 was 24.5% , 2022 was 3.3% and 2021 was 32.7% .

Below is the key information for TATA Large Cap Fund

TATA Large Cap Fund
Growth
Launch Date 7 May 98
NAV (17 May 24) ₹461.956 ↑ 2.11   (0.46 %)
Net Assets (Cr) ₹2,019 on 31 Mar 24
Category Equity - Large Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.25
Sharpe Ratio 2.09
Information Ratio 0.21
Alpha Ratio -1.11
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹8,324
30 Apr 21₹12,454
30 Apr 22₹14,637
30 Apr 23₹15,464
30 Apr 24₹20,755

TATA Large Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for TATA Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 24

DurationReturns
1 Month 3.1%
3 Month 5.8%
6 Month 20.4%
1 Year 33.5%
3 Year 18.1%
5 Year 16.3%
10 Year
15 Year
Since launch 19.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 24.5%
2022 3.3%
2021 32.7%
2020 8.3%
2019 12.1%
2018 -3.6%
2017 29.5%
2016 2.9%
2015 1.3%
2014 36%
Fund Manager information for TATA Large Cap Fund
NameSinceTenure
Abhinav Sharma5 Apr 230.99 Yr.
Kapil Malhotra19 Dec 230.28 Yr.

Data below for TATA Large Cap Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Financial Services28.38%
Industrials15.26%
Consumer Defensive9.87%
Technology8.33%
Utility7.87%
Energy7.73%
Consumer Cyclical7.04%
Health Care6.52%
Basic Materials5.34%
Real Estate1.33%
Asset Allocation
Asset ClassValue
Cash2.34%
Equity97.66%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
9%₹179 Cr1,235,950
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
7%₹147 Cr493,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
5%₹102 Cr270,784
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 11 | ICICIBANK
5%₹95 Cr865,300
Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY
4%₹84 Cr558,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Jun 23 | SUNPHARMA
4%₹72 Cr445,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | KOTAKBANK
3%₹69 Cr389,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532215
3%₹58 Cr555,000
↓ -100,000
NTPC Ltd (Utilities)
Equity, Since 30 Jun 21 | 532555
3%₹51 Cr1,505,000
↓ -70,000
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 30 Sep 22 | 532921
2%₹48 Cr360,000

9. Edelweiss Large Cap Fund

(Erstwhile Edelweiss Large Cap Advantage Fund)

The investment objective is to seek to generate long-term capital appreciation from a portfolio predominantly consisting equity and equity-related securities of the 100 largest corporate by market capitalisation listed in India. However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.

Edelweiss Large Cap Fund is a Equity - Large Cap fund was launched on 20 May 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.5% since its launch.  Ranked 66 in Large Cap category.  Return for 2023 was 25.7% , 2022 was 3.4% and 2021 was 23.4% .

Below is the key information for Edelweiss Large Cap Fund

Edelweiss Large Cap Fund
Growth
Launch Date 20 May 09
NAV (17 May 24) ₹76.55 ↑ 0.40   (0.53 %)
Net Assets (Cr) ₹829 on 31 Mar 24
Category Equity - Large Cap
AMC Edelweiss Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.52
Sharpe Ratio 2.46
Information Ratio 0.2
Alpha Ratio 2.74
Min Investment 1,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹8,813
30 Apr 21₹12,801
30 Apr 22₹14,744
30 Apr 23₹15,998
30 Apr 24₹21,385

Edelweiss Large Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for Edelweiss Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 24

DurationReturns
1 Month 2.7%
3 Month 4.6%
6 Month 18%
1 Year 32%
3 Year 18%
5 Year 17%
10 Year
15 Year
Since launch 14.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 25.7%
2022 3.4%
2021 23.4%
2020 17.3%
2019 11.5%
2018 1.7%
2017 33.8%
2016 0.4%
2015 0.8%
2014 37.7%
Fund Manager information for Edelweiss Large Cap Fund
NameSinceTenure
Bhavesh Jain2 May 176.92 Yr.
Bharat Lahoti1 Oct 212.5 Yr.

Data below for Edelweiss Large Cap Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Financial Services28.11%
Consumer Cyclical12.75%
Industrials9.38%
Consumer Defensive8.68%
Energy8.63%
Health Care8.11%
Technology7.59%
Basic Materials5.16%
Utility4.13%
Communication Services2.52%
Real Estate1.22%
Asset Allocation
Asset ClassValue
Cash0.85%
Equity99.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 18 | ICICIBANK
7%₹59 Cr543,004
↑ 11,248
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 10 | RELIANCE
6%₹48 Cr161,624
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | HDFCBANK
5%₹45 Cr309,538
↑ 5,701
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 10 | LT
5%₹42 Cr110,293
↑ 10,076
ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 10 | ITC
4%₹31 Cr733,500
State Bank of India (Financial Services)
Equity, Since 31 Dec 14 | SBIN
3%₹22 Cr296,851
↑ 8,236
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 15 | TCS
3%₹22 Cr56,390
↑ 11,146
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
3%₹22 Cr145,763
↑ 16,845
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 20 | BHARTIARTL
3%₹21 Cr169,895
↓ -29,628
NTPC Ltd (Utilities)
Equity, Since 30 Nov 21 | 532555
2%₹19 Cr560,028

10. Aditya Birla Sun Life Frontline Equity Fund

An Open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 100% equity by aiming at being as diversified across various industries and or sectors as its chosen benchmark index, S&P BSE 200.

Aditya Birla Sun Life Frontline Equity Fund is a Equity - Large Cap fund was launched on 30 Aug 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.3% since its launch.  Ranked 14 in Large Cap category.  Return for 2023 was 23.1% , 2022 was 3.5% and 2021 was 27.9% .

Below is the key information for Aditya Birla Sun Life Frontline Equity Fund

Aditya Birla Sun Life Frontline Equity Fund
Growth
Launch Date 30 Aug 02
NAV (17 May 24) ₹465.37 ↑ 3.61   (0.78 %)
Net Assets (Cr) ₹26,878 on 31 Mar 24
Category Equity - Large Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.73
Sharpe Ratio 2.38
Information Ratio 0.1
Alpha Ratio 2.21
Min Investment 1,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹8,313
30 Apr 21₹12,382
30 Apr 22₹14,559
30 Apr 23₹15,425
30 Apr 24₹20,411

Aditya Birla Sun Life Frontline Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Aditya Birla Sun Life Frontline Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 24

DurationReturns
1 Month 3.4%
3 Month 4.6%
6 Month 17.5%
1 Year 31%
3 Year 17.5%
5 Year 16.3%
10 Year
15 Year
Since launch 19.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 23.1%
2022 3.5%
2021 27.9%
2020 14.2%
2019 7.6%
2018 -2.9%
2017 30.6%
2016 7.4%
2015 1.1%
2014 44.7%
Fund Manager information for Aditya Birla Sun Life Frontline Equity Fund
NameSinceTenure
Mahesh Patil17 Nov 0518.38 Yr.
Dhaval Joshi21 Nov 221.36 Yr.

Data below for Aditya Birla Sun Life Frontline Equity Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Financial Services30.57%
Consumer Cyclical14.55%
Industrials8.87%
Technology8.84%
Consumer Defensive7.57%
Energy7.09%
Health Care6.04%
Basic Materials5.44%
Communication Services4.17%
Utility3.13%
Real Estate1.87%
Asset Allocation
Asset ClassValue
Cash1.53%
Equity98.14%
Debt0.34%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
8%₹2,222 Cr20,322,818
↓ -520,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
8%₹2,132 Cr14,726,480
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
6%₹1,603 Cr5,393,755
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
5%₹1,472 Cr9,825,674
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 08 | LT
5%₹1,422 Cr3,777,376
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
3%₹889 Cr7,237,331
↓ -376,706
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | 532215
3%₹789 Cr7,538,312
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 19 | SUNPHARMA
3%₹731 Cr4,513,761
↓ -218,050
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
3%₹728 Cr9,680,311
↓ -400,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | M&M
3%₹718 Cr3,735,556

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Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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Unknown, posted on 4 Feb 23 5:27 PM

effective details provided

Appavoo A, posted on 25 Jan 21 7:33 PM

The informations about MFs are useful.

Satyavir, posted on 26 May 20 11:51 PM

Excellent Details...Loved it

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