fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-62820123
11 Best performing Large Cap Mutual Funds in India for 2022

Fincash » Mutual Funds » Best Large Cap Funds

11 Best Large Cap Equity Funds 2022

Updated on August 4, 2022 , 72899 views

Ideally, when someone thinks of Investing, the first thought that comes to one's mind will mostly be equity. When you further explore Equity Funds, you will large-cap funds.

Large cap Mutual Funds are considered to be one of the safest investments in equities as they have good returns and are less volatile to Market fluctuations compared to other equity funds i.e., mid & Small cap funds. These funds invest in the stock of big companies. Investors are keen to invest their monies in large-caps even though the share price of blue-chip companies is high.

Best Large Cap Mutual Funds

Choosing the best large cap mutual fund is an important task that needs to be given due importance. Let's see below the benefits of investing in large cap mutual funds, how to select the best Large cap funds and finally, a list of the top 10 best large cap funds to invest in 2022.

How to Select Large Cap Funds?

Choosing the right large-cap mutual fund is never easy. Some funds tend to perform well, while other funds tend to languish. But, there are a few parameters that investors have to look at while choosing the right fund. One needs to look at a number of quantitative as well as qualitative factors before deciding upon a fund.

Quantitative Factors

The mutual fund rating could be a good starting point. This needs to be supplemented with other data such as fund age, assets under management (AUM), past returns, expense ratio, etc. Furthermore, investors are advised to check last three years performance of a fund. A fund should have net assets of over INR 1000 crore and also must have a minimum average allocation of 65 percent to large cap stocks over the past one year.

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

Qualitative Factors

This further needs to be filtered with qualitative factors such as fund house reputation, the fund manager track record and the investment process. One must select the fund house on which you have faith to invest your money. Identifying fund houses that have a strong presence in the market and provide a variety of funds that have a long and consistent track record. One should also see how many of the funds are top performers. A fund manager with a good track record is a must. An Asset Management Company with a set institutionalised investment process is also important since this ensures that it's a process that gets you to make money rather than just a fund manager (person - and hence keyman risk). By doing the above, one can try and select the best large cap fund or even make a list of the top 10 best large cap funds to choose from.

Top 11 Best Performing Large Cap Mutual Funds FY 22 - 23

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
IDBI India Top 100 Equity Fund Growth ₹39.24
↑ 0.06
₹5445-1.46.519.710.231.2
Canara Robeco Bluechip Equity Fund Growth ₹40.56
↑ 0.09
₹6,8244.6-32.619.513.124.5
Kotak Bluechip Fund Growth ₹370.518
↑ 1.13
₹4,2175.2-1.54.519.111.627.7
ICICI Prudential Bluechip Fund Growth ₹65.81
↑ 0.16
₹29,9814.5-1.18.518.211.729.2
SBI Bluechip Fund Growth ₹60.9791
↑ 0.03
₹29,9835.30.15.417.910.626.1
Nippon India Large Cap Fund Growth ₹52.1251
↑ 0.02
₹10,58572.112.817.611.332.4
IDFC Large Cap Fund Growth ₹49.16
↑ 0.06
₹9636.1-3.15.417.510.326.8
Franklin India Bluechip Fund Growth ₹688.264
↑ 2.02
₹5,9275.7-31.717.59.132.8
Aditya Birla Sun Life Frontline Equity Fund Growth ₹337.98
↑ 0.78
₹19,7825.1-1.65.317.29.727.9
Invesco India Largecap Fund Growth ₹43.42
↑ 0.14
₹6165.2-4.53.71710.832.5
BNP Paribas Large Cap Fund Growth ₹139.341
↑ 0.18
₹1,2055.1-1.15.416.911.122.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Aug 22

*List of 11 Best Large cap mutual funds with AUM/Net Assets > 500 Crore. Having fund age >=3 Sorted on 3 Year CAGR Returns.

1. 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 14.3% since its launch.  Ranked 45 in Large Cap category.  Return for 2021 was 31.2% , 2020 was 16.4% and 2019 was 12.7% .

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 (05 Aug 22) ₹39.24 ↑ 0.06   (0.15 %)
Net Assets (Cr) ₹544 on 30 Jun 22
Category Equity - Large Cap
AMC IDBI Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.66
Sharpe Ratio -0.19
Information Ratio 0.43
Alpha Ratio -0.62
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
31 Jul 17₹10,000
31 Jul 18₹10,183
31 Jul 19₹9,663
31 Jul 20₹10,029
31 Jul 21₹14,923
31 Jul 22₹16,112

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 ₹395,578.
Net Profit of ₹95,578
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 5 Aug 22

DurationReturns
1 Month 10.9%
3 Month 5%
6 Month -1.4%
1 Year 6.5%
3 Year 19.7%
5 Year 10.2%
10 Year
15 Year
Since launch 14.3%
Historical performance (Yearly) on absolute basis
YearReturns
2021 31.2%
2020 16.4%
2019 12.7%
2018 -5.9%
2017 28%
2016 1.5%
2015 3.2%
2014 40.6%
2013 7.2%
2012
Fund Manager information for IDBI India Top 100 Equity Fund
NameSinceTenure
Alok Ranjan16 Aug 210.96 Yr.

Data below for IDBI India Top 100 Equity Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Financial Services34.84%
Technology14.59%
Consumer Cyclical11.77%
Basic Materials9.19%
Energy6.87%
Industrials6.84%
Health Care5.08%
Consumer Defensive4.19%
Real Estate2.38%
Communication Services1.21%
Asset Allocation
Asset ClassValue
Cash3.04%
Equity96.96%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 16 | HDFCBANK
8%₹41 Cr307,182
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 18 | RELIANCE
7%₹37 Cr143,794
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
7%₹36 Cr509,292
Infosys Ltd (Technology)
Equity, Since 31 Mar 18 | INFY
6%₹31 Cr209,877
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
5%₹26 Cr566,957
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 12 | HDFC
4%₹22 Cr102,448
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 19 | 532215
4%₹21 Cr326,703
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 19 | TCS
3%₹17 Cr53,247
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK
2%₹13 Cr81,223
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 17 | LT
2%₹12 Cr77,348

2. Canara Robeco Bluechip Equity Fund

(Erstwhile Canara Robeco Large Cap+ Fund)

The Investment Objective of the fund is to provide capital appreciation by predominantly investing in companies having a large market capitalization. However, there can be no assurance that the investment objective of the scheme will be realized.

Canara Robeco Bluechip Equity Fund is a Equity - Large Cap fund was launched on 20 Aug 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.4% since its launch.  Ranked 52 in Large Cap category.  Return for 2021 was 24.5% , 2020 was 23.1% and 2019 was 15.7% .

Below is the key information for Canara Robeco Bluechip Equity Fund

Canara Robeco Bluechip Equity Fund
Growth
Launch Date 20 Aug 10
NAV (05 Aug 22) ₹40.56 ↑ 0.09   (0.22 %)
Net Assets (Cr) ₹6,824 on 30 Jun 22
Category Equity - Large Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.25
Sharpe Ratio -0.48
Information Ratio 0.29
Alpha Ratio -4.32
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 17₹10,000
31 Jul 18₹11,338
31 Jul 19₹11,168
31 Jul 20₹12,271
31 Jul 21₹17,692
31 Jul 22₹18,414

Canara Robeco Bluechip 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 ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Canara Robeco Bluechip 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 5 Aug 22

DurationReturns
1 Month 9.1%
3 Month 4.6%
6 Month -3%
1 Year 2.6%
3 Year 19.5%
5 Year 13.1%
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
2021 24.5%
2020 23.1%
2019 15.7%
2018 3.4%
2017 31.4%
2016 1.9%
2015 -0.5%
2014 35.9%
2013 5%
2012 28.4%
Fund Manager information for Canara Robeco Bluechip Equity Fund
NameSinceTenure
Vishal Mishra1 Jun 211.17 Yr.
Shridatta Bhandwaldar5 Jul 166.08 Yr.

Data below for Canara Robeco Bluechip Equity Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Financial Services33.94%
Technology13.2%
Energy9.01%
Consumer Cyclical8.92%
Consumer Defensive8.68%
Health Care5.85%
Industrials5.75%
Basic Materials3.94%
Communication Services3.27%
Utility2.29%
Asset Allocation
Asset ClassValue
Cash5.15%
Equity94.85%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 17 | RELIANCE
9%₹615 Cr2,368,250
↑ 105,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
9%₹584 Cr8,255,600
↑ 220,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | HDFCBANK
9%₹581 Cr4,309,700
↑ 125,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 10 | INFY
7%₹473 Cr3,234,142
↑ 145,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
4%₹267 Cr5,725,000
↑ 675,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
4%₹254 Cr775,988
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
3%₹223 Cr3,258,316
↑ 125,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
3%₹219 Cr3,434,200
↑ 150,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT
3%₹209 Cr1,338,185
↑ 122,500
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 12 | MARUTI
3%₹207 Cr243,900
↑ 25,500

3. Kotak Bluechip Fund

(Erstwhile Kotak 50 Fund)

To generate capital appreciation from a portfolio of predominantly equity and equity related securities. The portfolio will generally comprise of equity and equity related instruments of around 50 companies which may go up to 59 companies but will not exceed 59 at any point in time. However, there is no assurance that the objective of the scheme will be realized

Kotak Bluechip Fund is a Equity - Large Cap fund was launched on 29 Dec 98. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.1% since its launch.  Ranked 32 in Large Cap category.  Return for 2021 was 27.7% , 2020 was 16.4% and 2019 was 14.2% .

Below is the key information for Kotak Bluechip Fund

Kotak Bluechip Fund
Growth
Launch Date 29 Dec 98
NAV (05 Aug 22) ₹370.518 ↑ 1.13   (0.31 %)
Net Assets (Cr) ₹4,217 on 30 Jun 22
Category Equity - Large Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio -0.36
Information Ratio 0.26
Alpha Ratio -2.68
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-18 Months (1%),18 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 17₹10,000
31 Jul 18₹10,931
31 Jul 19₹10,456
31 Jul 20₹10,941
31 Jul 21₹16,112
31 Jul 22₹16,978

Kotak 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 ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Kotak 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 5 Aug 22

DurationReturns
1 Month 9.3%
3 Month 5.2%
6 Month -1.5%
1 Year 4.5%
3 Year 19.1%
5 Year 11.6%
10 Year
15 Year
Since launch 18.1%
Historical performance (Yearly) on absolute basis
YearReturns
2021 27.7%
2020 16.4%
2019 14.2%
2018 -2.1%
2017 29.2%
2016 2.9%
2015 3.8%
2014 42.5%
2013 4.3%
2012 23.4%
Fund Manager information for Kotak Bluechip Fund
NameSinceTenure
Harish Krishnan1 Jan 148.58 Yr.
Arjun Khanna30 Apr 220.25 Yr.

Data below for Kotak Bluechip Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Financial Services29.04%
Consumer Cyclical15.1%
Technology13.42%
Energy8.9%
Industrials7.13%
Consumer Defensive6.81%
Basic Materials6.23%
Health Care3.83%
Communication Services2.18%
Utility1.9%
Real Estate1.07%
Asset Allocation
Asset ClassValue
Cash3.61%
Equity96.39%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE
8%₹337 Cr1,300,000
↑ 50,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
7%₹299 Cr4,225,000
↑ 225,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
6%₹251 Cr1,862,500
↑ 62,500
Infosys Ltd (Technology)
Equity, Since 31 Oct 04 | INFY
6%₹249 Cr1,700,000
↑ 75,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 13 | MARUTI
3%₹146 Cr172,500
↑ 2,500
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 12 | LT
3%₹142 Cr910,000
↑ 10,000
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 13 | 532215
3%₹132 Cr2,070,000
↑ 70,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 17 | TCS
3%₹131 Cr400,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 17 | HDFC
3%₹109 Cr500,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 20 | M&M
3%₹107 Cr975,000
↑ 62,500

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 14.2% since its launch.  Ranked 21 in Large Cap category.  Return for 2021 was 29.2% , 2020 was 13.5% and 2019 was 9.8% .

Below is the key information for ICICI Prudential Bluechip Fund

ICICI Prudential Bluechip Fund
Growth
Launch Date 23 May 08
NAV (05 Aug 22) ₹65.81 ↑ 0.16   (0.24 %)
Net Assets (Cr) ₹29,981 on 30 Jun 22
Category Equity - Large Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.76
Sharpe Ratio 0.11
Information Ratio 0.08
Alpha Ratio 2.86
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
31 Jul 17₹10,000
31 Jul 18₹11,015
31 Jul 19₹10,782
31 Jul 20₹10,671
31 Jul 21₹15,593
31 Jul 22₹17,194

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 ₹405,518.
Net Profit of ₹105,518
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 5 Aug 22

DurationReturns
1 Month 8.6%
3 Month 4.5%
6 Month -1.1%
1 Year 8.5%
3 Year 18.2%
5 Year 11.7%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
2021 29.2%
2020 13.5%
2019 9.8%
2018 -0.8%
2017 32.7%
2016 7.7%
2015 -0.2%
2014 41.1%
2013 10.2%
2012 26.8%
Fund Manager information for ICICI Prudential Bluechip Fund
NameSinceTenure
Priyanka Khandelwal15 Jun 175.13 Yr.
Anish Tawakley5 Sep 183.9 Yr.
Vaibhav Dusad18 Jan 211.53 Yr.

Data below for ICICI Prudential Bluechip Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Financial Services30.92%
Technology13.7%
Energy9.79%
Consumer Cyclical9.27%
Industrials6.79%
Health Care6.5%
Consumer Defensive5.69%
Communication Services5.48%
Basic Materials4.59%
Utility1.65%
Asset Allocation
Asset ClassValue
Cash5.62%
Equity94.38%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK
10%₹2,981 Cr42,151,532
↑ 844,400
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
8%₹2,457 Cr16,808,989
↑ 629,643
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
8%₹2,451 Cr18,182,727
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 08 | RELIANCE
7%₹2,165 Cr8,341,864
↓ -29,564
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 12 | LT
5%₹1,649 Cr10,580,951
↑ 1,385,200
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | BHARTIARTL
5%₹1,641 Cr23,965,134
↑ 417,756
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
5%₹1,456 Cr22,858,016
↓ -144,201
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 16 | MARUTI
3%₹1,022 Cr1,205,943
↓ -24,942
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 30 Apr 18 | SBILIFE
3%₹962 Cr8,893,316
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 12 | HCLTECH
3%₹812 Cr8,346,565
↑ 175,426

5. SBI Bluechip Fund

(Erstwhile SBI Blue Chip Fund)

To provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of equity stocks of companies whose market capitalization is at least equal to or more than the least market capitalized stock of S&P BSE 100 Index.

SBI Bluechip Fund is a Equity - Large Cap fund was launched on 14 Feb 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.6% since its launch.  Ranked 9 in Large Cap category.  Return for 2021 was 26.1% , 2020 was 16.3% and 2019 was 11.6% .

Below is the key information for SBI Bluechip Fund

SBI Bluechip Fund
Growth
Launch Date 14 Feb 06
NAV (05 Aug 22) ₹60.9791 ↑ 0.03   (0.05 %)
Net Assets (Cr) ₹29,983 on 30 Jun 22
Category Equity - Large Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio -0.2
Information Ratio -0.22
Alpha Ratio -0.92
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
31 Jul 17₹10,000
31 Jul 18₹10,710
31 Jul 19₹10,450
31 Jul 20₹10,280
31 Jul 21₹15,348
31 Jul 22₹16,476

SBI 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 ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for SBI 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 5 Aug 22

DurationReturns
1 Month 8.7%
3 Month 5.3%
6 Month 0.1%
1 Year 5.4%
3 Year 17.9%
5 Year 10.6%
10 Year
15 Year
Since launch 11.6%
Historical performance (Yearly) on absolute basis
YearReturns
2021 26.1%
2020 16.3%
2019 11.6%
2018 -4.1%
2017 30.2%
2016 4.8%
2015 8%
2014 47.9%
2013 7.6%
2012 38.2%
Fund Manager information for SBI Bluechip Fund
NameSinceTenure
Sohini Andani1 Sep 1011.92 Yr.

Data below for SBI Bluechip Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Financial Services31.03%
Consumer Cyclical16%
Technology9.26%
Industrials8.51%
Energy7.26%
Health Care7.22%
Consumer Defensive5.94%
Basic Materials4.92%
Communication Services2.36%
Real Estate2.18%
Asset Allocation
Asset ClassValue
Cash5.11%
Equity94.89%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
8%₹2,393 Cr17,750,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | ICICIBANK
7%₹2,153 Cr30,443,104
Infosys Ltd (Technology)
Equity, Since 30 Nov 17 | INFY
5%₹1,628 Cr11,135,178
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 15 | RELIANCE
5%₹1,563 Cr6,020,915
↑ 123,251
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
4%₹1,282 Cr46,874,904
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 09 | LT
4%₹1,178 Cr7,562,209
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH
4%₹1,085 Cr11,148,030
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 15 | HDFC
4%₹1,053 Cr4,850,000
State Bank of India (Financial Services)
Equity, Since 28 Feb 14 | SBIN
3%₹855 Cr18,349,243
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
3%₹835 Cr2,300,000
↑ 289,302

6. 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 11.6% since its launch.  Ranked 20 in Large Cap category.  Return for 2021 was 32.4% , 2020 was 4.9% and 2019 was 7.3% .

Below is the key information for Nippon India Large Cap Fund

Nippon India Large Cap Fund
Growth
Launch Date 8 Aug 07
NAV (05 Aug 22) ₹52.1251 ↑ 0.02   (0.04 %)
Net Assets (Cr) ₹10,585 on 30 Jun 22
Category Equity - Large Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 0.2
Information Ratio -0.39
Alpha Ratio 4.28
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
31 Jul 17₹10,000
31 Jul 18₹10,819
31 Jul 19₹10,793
31 Jul 20₹9,513
31 Jul 21₹14,620
31 Jul 22₹16,712

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 ₹405,518.
Net Profit of ₹105,518
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 5 Aug 22

DurationReturns
1 Month 9.9%
3 Month 7%
6 Month 2.1%
1 Year 12.8%
3 Year 17.6%
5 Year 11.3%
10 Year
15 Year
Since launch 11.6%
Historical performance (Yearly) on absolute basis
YearReturns
2021 32.4%
2020 4.9%
2019 7.3%
2018 -0.2%
2017 38.4%
2016 2.2%
2015 1.1%
2014 54.6%
2013 4.2%
2012 41%
Fund Manager information for Nippon India Large Cap Fund
NameSinceTenure
Sailesh Raj Bhan8 Aug 0714.99 Yr.
Ashutosh Bhargava1 Sep 210.91 Yr.
Kinjal Desai25 May 184.19 Yr.

Data below for Nippon India Large Cap Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Financial Services35.44%
Consumer Cyclical13.7%
Technology13.52%
Industrials12.51%
Consumer Defensive7.4%
Energy7.35%
Health Care3.04%
Basic Materials2.34%
Communication Services1.42%
Utility0.81%
Real Estate0.44%
Asset Allocation
Asset ClassValue
Cash2.03%
Equity97.97%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
7%₹728 Cr5,400,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 19 | HDFC
6%₹673 Cr3,100,315
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
6%₹629 Cr8,900,000
↓ -100,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC
6%₹629 Cr23,000,000
↓ -1,000,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN
6%₹606 Cr13,000,644
Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY
6%₹585 Cr4,000,084
↑ 400,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
5%₹519 Cr2,000,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Aug 19 | HCLTECH
5%₹516 Cr5,300,927
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT
5%₹514 Cr3,300,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Dec 13 | 500850
4%₹450 Cr20,006,666
↑ 500,000

7. IDFC Large Cap Fund

(Erstwhile IDFC Equity Fund)

The investment objective of the scheme is to seek to generate capital growth from a portfolio of predominantly equity and equity related instruments (including Equity Derivatives). The scheme may also invest in debt & money market instruments to generate reasonable income. However there is no assurance or guarantee that the objectives of the scheme will be realized.

IDFC Large Cap Fund is a Equity - Large Cap fund was launched on 9 Jun 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.4% since its launch.  Ranked 57 in Large Cap category.  Return for 2021 was 26.8% , 2020 was 17.4% and 2019 was 10.6% .

Below is the key information for IDFC Large Cap Fund

IDFC Large Cap Fund
Growth
Launch Date 9 Jun 06
NAV (05 Aug 22) ₹49.16 ↑ 0.06   (0.12 %)
Net Assets (Cr) ₹963 on 30 Jun 22
Category Equity - Large Cap
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.54
Sharpe Ratio -0.31
Information Ratio -0.35
Alpha Ratio -2.39
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 17₹10,000
31 Jul 18₹11,066
31 Jul 19₹10,346
31 Jul 20₹10,959
31 Jul 21₹15,127
31 Jul 22₹16,170

IDFC 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 ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for IDFC 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 5 Aug 22

DurationReturns
1 Month 10.9%
3 Month 6.1%
6 Month -3.1%
1 Year 5.4%
3 Year 17.5%
5 Year 10.3%
10 Year
15 Year
Since launch 10.4%
Historical performance (Yearly) on absolute basis
YearReturns
2021 26.8%
2020 17.4%
2019 10.6%
2018 -4.2%
2017 34.2%
2016 5.3%
2015 -5.7%
2014 30.4%
2013 8%
2012 27.4%
Fund Manager information for IDFC Large Cap Fund
NameSinceTenure
Sachin Relekar1 Mar 220.42 Yr.
Sumit Agrawal1 Mar 175.42 Yr.
Viraj Kulkarni1 Mar 220.42 Yr.

Data below for IDFC Large Cap Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Financial Services33.38%
Consumer Cyclical15.08%
Technology13.55%
Energy7.01%
Basic Materials6.85%
Industrials6.73%
Consumer Defensive6.55%
Health Care5.19%
Communication Services2.8%
Real Estate2.29%
Asset Allocation
Asset ClassValue
Cash0.56%
Equity99.44%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 07 | HDFCBANK
9%₹86 Cr638,529
↓ -56,254
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
8%₹74 Cr1,050,409
↓ -100,000
State Bank of India (Financial Services)
Equity, Since 30 Sep 20 | SBIN
7%₹68 Cr1,460,520
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE
7%₹68 Cr260,152
Infosys Ltd (Technology)
Equity, Since 31 Aug 11 | INFY
5%₹48 Cr329,403
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Jun 16 | MARUTI
3%₹33 Cr39,415
↑ 7,449
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
3%₹29 Cr88,615
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 Jul 21 | LTI
3%₹28 Cr70,953
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL
3%₹27 Cr394,337
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | 500034
3%₹27 Cr49,100
↑ 1,734

8. Franklin India Bluechip Fund

The investment objective of Bluechip Fund is primarily to provide medium to long term capital appreciation.

Franklin India Bluechip Fund is a Equity - Large Cap fund was launched on 1 Dec 93. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.3% since its launch.  Ranked 41 in Large Cap category.  Return for 2021 was 32.8% , 2020 was 13.7% and 2019 was 5.3% .

Below is the key information for Franklin India Bluechip Fund

Franklin India Bluechip Fund
Growth
Launch Date 1 Dec 93
NAV (05 Aug 22) ₹688.264 ↑ 2.02   (0.29 %)
Net Assets (Cr) ₹5,927 on 30 Jun 22
Category Equity - Large Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.95
Sharpe Ratio -0.62
Information Ratio -0.16
Alpha Ratio -5.34
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
31 Jul 17₹10,000
31 Jul 18₹10,414
31 Jul 19₹9,816
31 Jul 20₹9,391
31 Jul 21₹14,903
31 Jul 22₹15,193

Franklin India 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 ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for Franklin India 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 5 Aug 22

DurationReturns
1 Month 8%
3 Month 5.7%
6 Month -3%
1 Year 1.7%
3 Year 17.5%
5 Year 9.1%
10 Year
15 Year
Since launch 16.3%
Historical performance (Yearly) on absolute basis
YearReturns
2021 32.8%
2020 13.7%
2019 5.3%
2018 -3.6%
2017 26.3%
2016 6.4%
2015 2%
2014 37.2%
2013 4.1%
2012 26.8%
Fund Manager information for Franklin India Bluechip Fund
NameSinceTenure
Anand Radhakrishnan31 Mar 0715.35 Yr.
Venkatesh Sanjeevi18 Oct 210.78 Yr.
R. Janakiraman18 Oct 210.78 Yr.
Sandeep Manam18 Oct 210.78 Yr.

Data below for Franklin India Bluechip Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Financial Services37.36%
Technology17.89%
Consumer Defensive9.6%
Consumer Cyclical9.08%
Health Care7.71%
Industrials5.78%
Energy3.94%
Utility2.15%
Communication Services2.14%
Basic Materials1.89%
Asset Allocation
Asset ClassValue
Cash2.46%
Equity97.54%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
9%₹537 Cr7,600,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
9%₹529 Cr3,925,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH
6%₹331 Cr3,400,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | KOTAKBANK
5%₹307 Cr1,850,000
↑ 130,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 12 | INFY
5%₹292 Cr2,000,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Nov 21 | TCS
4%₹245 Cr750,000
↑ 201,586
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 22 | RELIANCE
4%₹234 Cr900,000
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 31 Mar 21 | SBILIFE
4%₹216 Cr2,000,000
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 21 | SBICARD
3%₹192 Cr2,500,000
Dabur India Ltd (Consumer Defensive)
Equity, Since 30 Nov 21 | 500096
3%₹188 Cr3,800,000

9. 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 2021 was 27.9% , 2020 was 14.2% and 2019 was 7.6% .

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 (05 Aug 22) ₹337.98 ↑ 0.78   (0.23 %)
Net Assets (Cr) ₹19,782 on 30 Jun 22
Category Equity - Large Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio -0.2
Information Ratio -0.42
Alpha Ratio -0.72
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
31 Jul 17₹10,000
31 Jul 18₹10,608
31 Jul 19₹10,188
31 Jul 20₹9,919
31 Jul 21₹14,745
31 Jul 22₹15,738

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 ₹385,859.
Net Profit of ₹85,859
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 5 Aug 22

DurationReturns
1 Month 9.3%
3 Month 5.1%
6 Month -1.6%
1 Year 5.3%
3 Year 17.2%
5 Year 9.7%
10 Year
15 Year
Since launch 19.3%
Historical performance (Yearly) on absolute basis
YearReturns
2021 27.9%
2020 14.2%
2019 7.6%
2018 -2.9%
2017 30.6%
2016 7.4%
2015 1.1%
2014 44.7%
2013 9.3%
2012 36.1%
Fund Manager information for Aditya Birla Sun Life Frontline Equity Fund
NameSinceTenure
Mahesh Patil17 Nov 0516.71 Yr.

Data below for Aditya Birla Sun Life Frontline Equity Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Financial Services35.38%
Technology11.86%
Consumer Cyclical9.75%
Energy8.15%
Consumer Defensive6.61%
Health Care5.8%
Basic Materials5.61%
Communication Services5.24%
Industrials4.34%
Utility1.54%
Real Estate0.97%
Asset Allocation
Asset ClassValue
Cash4.5%
Equity95.49%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹1,777 Cr25,128,234
↓ -566,750
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
7%₹1,460 Cr10,828,755
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
7%₹1,427 Cr9,762,466
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
6%₹1,214 Cr4,677,005
↑ 106,711
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
4%₹829 Cr12,098,480
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 08 | LT
4%₹742 Cr4,761,365
↓ -211,734
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | 532215
3%₹684 Cr10,739,926
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
3%₹546 Cr11,722,070
↓ -524,406
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 08 | HDFC
2%₹466 Cr2,147,908
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 12 | HCLTECH
2%₹436 Cr4,484,692

10. 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 12% since its launch.  Ranked 39 in Large Cap category.  Return for 2021 was 32.5% , 2020 was 14.1% and 2019 was 10.5% .

Below is the key information for Invesco India Largecap Fund

Invesco India Largecap Fund
Growth
Launch Date 21 Aug 09
NAV (05 Aug 22) ₹43.42 ↑ 0.14   (0.32 %)
Net Assets (Cr) ₹616 on 30 Jun 22
Category Equity - Large Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.42
Sharpe Ratio -0.21
Information Ratio -0.21
Alpha Ratio -1.14
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
31 Jul 17₹10,000
31 Jul 18₹11,222
31 Jul 19₹10,584
31 Jul 20₹10,965
31 Jul 21₹15,719
31 Jul 22₹16,368

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 ₹395,578.
Net Profit of ₹95,578
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 5 Aug 22

DurationReturns
1 Month 10.7%
3 Month 5.2%
6 Month -4.5%
1 Year 3.7%
3 Year 17%
5 Year 10.8%
10 Year
15 Year
Since launch 12%
Historical performance (Yearly) on absolute basis
YearReturns
2021 32.5%
2020 14.1%
2019 10.5%
2018 -0.4%
2017 28.3%
2016 2.8%
2015 4.6%
2014 39.5%
2013 9.2%
2012 24.3%
Fund Manager information for Invesco India Largecap Fund
NameSinceTenure
Amit Nigam3 Sep 201.91 Yr.
Nitin Gosar29 Mar 184.34 Yr.

Data below for Invesco India Largecap Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Financial Services33.39%
Technology12.74%
Energy8.92%
Industrials8.92%
Consumer Defensive8%
Consumer Cyclical7.7%
Health Care5.84%
Basic Materials5.78%
Communication Services3.72%
Utility3.5%
Asset Allocation
Asset ClassValue
Cash1.49%
Equity98.51%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
9%₹55 Cr211,770
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | HDFCBANK
8%₹52 Cr388,166
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
8%₹49 Cr690,401
↑ 51,837
Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY
8%₹47 Cr323,629
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 19 | KOTAKBANK
5%₹31 Cr184,998
State Bank of India (Financial Services)
Equity, Since 30 Apr 21 | SBIN
4%₹24 Cr517,135
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL
4%₹23 Cr334,459
↑ 71,021
ITC Ltd (Consumer Defensive)
Equity, Since 31 May 22 | ITC
4%₹22 Cr814,205
↑ 182,487
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 22 | HINDUNILVR
3%₹21 Cr95,684
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | 532215
3%₹20 Cr310,163

11. 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 15.9% since its launch.  Ranked 38 in Large Cap category.  Return for 2021 was 22.1% , 2020 was 16.8% and 2019 was 17.2% .

Below is the key information for BNP Paribas Large Cap Fund

BNP Paribas Large Cap Fund
Growth
Launch Date 23 Sep 04
NAV (05 Aug 22) ₹139.341 ↑ 0.18   (0.13 %)
Net Assets (Cr) ₹1,205 on 30 Jun 22
Category Equity - Large Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.3
Sharpe Ratio -0.2
Information Ratio 0
Alpha Ratio 0
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
31 Jul 17₹10,000
31 Jul 18₹10,563
31 Jul 19₹10,751
31 Jul 20₹11,254
31 Jul 21₹15,626
31 Jul 22₹16,727

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 ₹405,518.
Net Profit of ₹105,518
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 5 Aug 22

DurationReturns
1 Month 9%
3 Month 5.1%
6 Month -1.1%
1 Year 5.4%
3 Year 16.9%
5 Year 11.1%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
2021 22.1%
2020 16.8%
2019 17.2%
2018 -4%
2017 37%
2016 -5.5%
2015 5.6%
2014 47.4%
2013 8.7%
2012 30.5%
Fund Manager information for BNP Paribas Large Cap Fund
NameSinceTenure
Jitendra Sriram16 Jun 220.12 Yr.

Data below for BNP Paribas Large Cap Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Financial Services36.08%
Technology15.33%
Energy9.08%
Industrials7.84%
Consumer Defensive7.7%
Consumer Cyclical5.65%
Health Care3.67%
Basic Materials2.8%
Communication Services2.48%
Utility1.07%
Real Estate0.2%
Asset Allocation
Asset ClassValue
Cash8.09%
Equity91.91%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | ICICIBANK
10%₹115 Cr1,620,000
↓ -40,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
9%₹108 Cr800,000
↑ 20,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 17 | RELIANCE
9%₹107 Cr414,000
↑ 15,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY
8%₹95 Cr650,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 18 | TCS
4%₹51 Cr155,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
4%₹45 Cr700,000
↓ -58,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | KOTAKBANK
4%₹44 Cr266,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFC
4%₹43 Cr199,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 20 | LT
3%₹39 Cr248,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 19 | HCLTECH
3%₹30 Cr310,000

Why to Invest in Best Large Cap Mutual Funds

1. Stable Investment

Large companies are well-established which means that they have more consistent Income. The large cap fund invests in companies that are large, have been around for many years, have a stable workforce and an establish product/service that generates revenue. That is why one of the greatest benefits of large cap stocks is the stability they provide.This reflects in the portfolio of the large cap mutual fund and in its NAV too.

2. Steady Returns

In long-term, though large-cap funds have lower returns than mid- and small-cap funds, the returns in large cap are more steady. The volatility in mid-caps is much higher and one sees more periods of losses in mid caps than large caps. As an investor if one wants to invest in equities, then investing in large cap mutual funds could be a starting point.

3. Less Volatile

Large cap funds are less volatile than mid- and small-cap funds. This has also been proven with historical data too. The image below has an analysis of Large Cap's average annual returns of last 15 years. This is done by using BSE Sensex as a proxy for large-cap and BSE mid-cap for mid-caps.

Large-cap-Vs-Mid-cap

4. Moderately High-Risk

As the investments are made in large companies, these funds tend to have low-risk compared to mid- and small-cap funds. But, equities can lead to losses in the short run. Therefore, one should be prepared to see losses and not lose sleep over the same. If one does have a long holding period (at least more than 5 years) and follows certain basics of investing, then one can make good amount of profits.

How to Invest in Best Large Cap Funds Online?

  1. Open Free Investment Account for Lifetime at Fincash.com

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

Get Started

Conclusion

Since large cap funds invest in companies with big market capitalization, these firms have the size and scale to survive the bad markets and economic cycles. Therefore, investment in large caps is considered to be the safest of all equity mutual fund categories. However, one should always remember that the Underlying investment is equity and there are risks to it. While risks of large caps are relatively lower, the returns would also be steady and not exceptional returns during bull market phases. Investors who prefer moderate yet sustained returns with a certain degree of risk; can invest in the best large cap funds!

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.
How helpful was this page ?
Rated 4.4, based on 310 reviews.
POST A COMMENT

Surya Teja Divvela , posted on 17 Jan 20 11:39 PM

Superb. Gave very depth information.

Shailendra sahu, posted on 25 Jun 19 7:51 PM

Very good and give us about best largecap fund somtimes

1 - 2 of 2