+91-22-4891390911 Best Large Cap Mutual Funds 2026
Ideally, when someone thinks of Investing in Equity Mutual Funds, Large cap funds are often among the first categories that come to mind. These funds invest in some of the largest and most established companies in India, making them a preferred choice for investors seeking long-term wealth creation with relatively lower Volatility than mid-cap and Small cap funds.
Large cap Mutual Funds primarily invest in blue-chip companies with strong business fundamentals, proven track records, and significant market presence. Due to their size and financial strength, these companies are generally better equipped to withstand economic slowdowns and market fluctuations, making large cap funds one of the relatively stable ways to participate in equity markets.
For first-time investors, long-term SIP investors, and individuals looking to build wealth without taking excessive risk, large cap funds can serve as an important foundation of an investment Portfolio. While these funds may not always deliver the highest returns during bull markets, they have historically offered a better balance between risk and return over longer investment horizons.
However, not all large cap funds perform equally. Factors such as portfolio quality, fund management, expense ratio, consistency of returns, and risk-adjusted performance play a crucial role in fund selection.
In this article, we explore the benefits of investing in large cap mutual funds, key factors to consider before selecting a fund, and a carefully curated list of the best large cap mutual funds to invest in 2026.
What are Large Cap Funds?
Large cap funds are equity mutual funds that invest predominantly in the stocks of large-cap companies. As per the Securities and Exchange Board of India (SEBI), large-cap companies are the top 100 listed companies in India based on their full market capitalisation. Large cap mutual funds are required to invest at least 80% of their total assets in these large-cap companies.
These companies are often recognised as blue-chip businesses with strong financial fundamentals, established market leadership, experienced management teams, and a proven track record of generating consistent earnings. Many of them are industry leaders with diversified businesses and the ability to withstand changing economic conditions.
Since large cap companies are generally more stable than smaller businesses, large cap mutual funds tend to experience relatively lower volatility compared to mid cap and small cap funds. Although they may not always deliver the highest returns during strong bull markets, they have historically offered relatively steady long-term growth with comparatively lower risk.
As a result, large cap funds are often considered suitable for first-time mutual fund investors, long-term SIP investors, Retirement planning, and anyone seeking stable equity exposure as part of a diversified investment portfolio.
How to Select Large Cap Funds?
Choosing the right large cap mutual fund requires more than simply looking at past returns. While historical performance provides useful insights, investors should also evaluate factors such as portfolio quality, consistency of returns across market cycles, fund manager experience, expense ratio, assets under management (AUM), investment strategy, and risk-adjusted performance. Considering both quantitative and qualitative factors can help investors make a more informed investment decision.
Quantitative Factors
A mutual fund rating can be a useful starting point, but it should not be the only criterion for selecting a fund. Investors should also consider factors such as the fund's age, assets under management (AUM), expense ratio, portfolio diversification, rolling returns, downside performance during market corrections, and consistency of returns over different time periods. While past performance does not guarantee future returns, analysing a fund's performance across multiple market cycles provides a better understanding of its long-term consistency.
Additionally, investors should ensure that the fund complies with SEBI's investment mandate for large cap funds, which requires a minimum investment of 80% of the portfolio in large-cap companies. Funds with a sizeable AUM and a well-diversified portfolio are often better positioned to manage market volatility, although investment decisions should always be based on overall fund quality rather than AUM alone.
Talk to our investment specialist
Qualitative Factors
Qualitative factors are equally important when selecting a large cap mutual fund. Investors should evaluate the reputation of the fund house, the experience and track record of the fund manager, the investment philosophy followed by the asset management company (AMC), and the consistency of its investment process. A disciplined and research-driven investment approach often helps funds perform consistently over the long term, irrespective of changing market conditions.
It is also advisable to assess whether the AMC has maintained a consistent performance across multiple equity schemes instead of relying on the success of a single fund. An institutionalised investment process reduces dependence on any one individual and provides greater confidence in the fund's long-term investment strategy. By considering both quantitative and qualitative factors together, investors can identify large cap funds that align with their Financial goals and risk appetite.
Things to Consider Before Investing in Large Cap Funds
Large cap mutual funds can be an excellent choice for long-term wealth creation, but selecting the right fund should be based on your financial goals rather than recent returns alone. Before investing, consider the following factors:
1. Define Your Investment Goal
Start by identifying why you want to invest. Whether your goal is wealth creation, retirement planning, children's education, or building a long-term investment portfolio, your financial objective should determine whether a large cap fund is suitable for you.
2. Assess Your Investment Horizon
Large cap funds are equity-oriented investments and are best suited for investors with an investment horizon of at least five years. A longer investment period allows your portfolio to better absorb short-term market fluctuations and benefit from the Power of Compounding.
3. Understand Your Risk Appetite
Although large cap funds are generally less volatile than mid cap and small cap funds, they are still subject to market risks. Investors should evaluate their risk tolerance before investing and ensure that the selected fund aligns with their overall Asset Allocation strategy.
4. Evaluate Fund Consistency Instead of Chasing Returns
Instead of selecting a fund solely because it delivered the highest returns in the previous year, look for consistent performance across different market cycles. A fund that performs steadily over the long term is often a better choice than one with occasional exceptional returns.
5. Review Portfolio Quality
Examine the fund's portfolio to understand the sectors and companies it invests in. Well-diversified portfolios comprising fundamentally strong businesses can provide greater stability during volatile market conditions.
6. Consider the Expense Ratio
The expense ratio directly impacts your investment returns over time. While a lower expense ratio is generally favourable, it should always be evaluated alongside the fund's performance consistency, portfolio quality, and investment strategy.
7. Choose SIP for Long-Term Investing
For most retail investors, investing through a Systematic Investment plan (SIP) can help build long-term wealth while reducing the impact of market volatility through rupee cost averaging. Regular SIP investments also encourage financial discipline and consistency.
Fund Selection Methodology used to find 11 funds
Top 11 Best Performing Large Cap Mutual Funds FY 26 - 27
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 ₹655 9.2 12.5 15.4 21.9 12.6 Invesco India Largecap Fund Growth ₹73.28
↓ -0.28 ₹1,847 9 5.2 7.8 14.4 11.5 5.5 Bandhan Large Cap Fund Growth ₹79.509
↓ -0.22 ₹2,061 6.2 0.8 4.2 13.3 11 8.2 ICICI Prudential Bluechip Fund Growth ₹109.78
↓ -0.17 ₹79,421 3.8 -2.8 0.2 12.5 12.3 11.3 BNP Paribas Large Cap Fund Growth ₹226.022
↓ -0.04 ₹2,571 5.1 1.1 4.2 12.5 11.2 4.4 Nippon India Large Cap Fund Growth ₹90.6446
↓ -0.21 ₹53,227 3.8 -2.1 0.6 12.4 14.1 9.2 DSP TOP 100 Equity Growth ₹463.002
↓ -0.21 ₹7,190 2.7 -2.6 -0.7 11.6 9.9 8.4 TATA Large Cap Fund Growth ₹516.802
↓ -0.29 ₹2,721 5.3 0.2 5.9 11.4 10.3 9.2 Kotak Bluechip Fund Growth ₹575.162
↓ -0.19 ₹10,772 5.3 -2.1 1.9 11.3 9.9 8.7 Canara Robeco Bluechip Equity Fund Growth ₹62.65
↓ -0.09 ₹16,692 5.3 -1.6 0.4 11.1 9.4 7.3 Aditya Birla Sun Life Frontline Equity Fund Growth ₹527.56
↓ -0.21 ₹29,029 5.8 -1.3 1.3 11.1 10.2 9.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23 Research Highlights & Commentary of 11 Funds showcased
Commentary IDBI India Top 100 Equity Fund Invesco India Largecap Fund Bandhan Large Cap Fund ICICI Prudential Bluechip Fund BNP Paribas Large Cap Fund Nippon India Large Cap Fund DSP TOP 100 Equity TATA Large Cap Fund Kotak Bluechip Fund Canara Robeco Bluechip Equity Fund Aditya Birla Sun Life Frontline Equity Fund Point 1 Bottom quartile AUM (₹655 Cr). Bottom quartile AUM (₹1,847 Cr). Bottom quartile AUM (₹2,061 Cr). Highest AUM (₹79,421 Cr). Lower mid AUM (₹2,571 Cr). Top quartile AUM (₹53,227 Cr). Lower mid AUM (₹7,190 Cr). Lower mid AUM (₹2,721 Cr). Upper mid AUM (₹10,772 Cr). Upper mid AUM (₹16,692 Cr). Upper mid AUM (₹29,029 Cr). Point 2 Established history (14+ yrs). Established history (16+ yrs). Established history (20+ yrs). Established history (18+ yrs). Established history (21+ yrs). Established history (19+ yrs). Established history (23+ yrs). Oldest track record among peers (28 yrs). Established history (27+ yrs). Established history (15+ yrs). Established history (23+ yrs). Point 3 Rating: 3★ (bottom quartile). Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Rating: 4★ (upper mid). Rating: 3★ (upper mid). Top rated. Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Rating: 3★ (lower mid). Rating: 3★ (lower mid). Rating: 4★ (top quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 12.61% (top quartile). 5Y return: 11.50% (upper mid). 5Y return: 10.97% (lower mid). 5Y return: 12.27% (upper mid). 5Y return: 11.16% (upper mid). 5Y return: 14.15% (top quartile). 5Y return: 9.93% (bottom quartile). 5Y return: 10.27% (lower mid). 5Y return: 9.94% (bottom quartile). 5Y return: 9.44% (bottom quartile). 5Y return: 10.17% (lower mid). Point 6 3Y return: 21.88% (top quartile). 3Y return: 14.43% (top quartile). 3Y return: 13.31% (upper mid). 3Y return: 12.53% (upper mid). 3Y return: 12.52% (upper mid). 3Y return: 12.35% (lower mid). 3Y return: 11.64% (lower mid). 3Y return: 11.38% (lower mid). 3Y return: 11.27% (bottom quartile). 3Y return: 11.13% (bottom quartile). 3Y return: 11.07% (bottom quartile). Point 7 1Y return: 15.39% (top quartile). 1Y return: 7.78% (top quartile). 1Y return: 4.16% (upper mid). 1Y return: 0.23% (bottom quartile). 1Y return: 4.20% (upper mid). 1Y return: 0.60% (lower mid). 1Y return: -0.72% (bottom quartile). 1Y return: 5.85% (upper mid). 1Y return: 1.87% (lower mid). 1Y return: 0.42% (bottom quartile). 1Y return: 1.30% (lower mid). Point 8 Alpha: 2.11 (upper mid). Alpha: 3.75 (top quartile). Alpha: 2.34 (upper mid). Alpha: -1.21 (lower mid). Alpha: -0.07 (lower mid). Alpha: 1.07 (upper mid). Alpha: -2.70 (bottom quartile). Alpha: 3.00 (top quartile). Alpha: -0.78 (lower mid). Alpha: -1.94 (bottom quartile). Alpha: -2.27 (bottom quartile). Point 9 Sharpe: 1.09 (top quartile). Sharpe: -0.25 (top quartile). Sharpe: -0.35 (upper mid). Sharpe: -0.55 (lower mid). Sharpe: -0.47 (lower mid). Sharpe: -0.43 (upper mid). Sharpe: -0.68 (bottom quartile). Sharpe: -0.30 (upper mid). Sharpe: -0.52 (lower mid). Sharpe: -0.62 (bottom quartile). Sharpe: -0.61 (bottom quartile). Point 10 Information ratio: 0.14 (bottom quartile). Information ratio: 0.82 (upper mid). Information ratio: 0.63 (upper mid). Information ratio: 0.85 (top quartile). Information ratio: 0.51 (lower mid). Information ratio: 0.98 (top quartile). Information ratio: 0.53 (upper mid). Information ratio: 0.27 (lower mid). Information ratio: 0.22 (lower mid). Information ratio: -0.12 (bottom quartile). Information ratio: -0.10 (bottom quartile). IDBI India Top 100 Equity Fund
Invesco India Largecap Fund
Bandhan Large Cap Fund
ICICI Prudential Bluechip Fund
BNP Paribas Large Cap Fund
Nippon India Large Cap Fund
DSP TOP 100 Equity
TATA Large Cap Fund
Kotak Bluechip Fund
Canara Robeco Bluechip Equity Fund
Aditya Birla Sun Life Frontline 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. Research Highlights for IDBI India Top 100 Equity Fund Below is the key information for IDBI India Top 100 Equity Fund Returns up to 1 year are on (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. Research Highlights for Invesco India Largecap Fund Below is the key information for Invesco India Largecap Fund Returns up to 1 year are on (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. Research Highlights for Bandhan Large Cap Fund Below is the key information for Bandhan Large Cap Fund Returns up to 1 year are on (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. Research Highlights for ICICI Prudential Bluechip Fund Below is the key information for ICICI Prudential Bluechip Fund Returns up to 1 year are on (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. Research Highlights for BNP Paribas Large Cap Fund Below is the key information for BNP Paribas Large Cap Fund Returns up to 1 year are on (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. Research Highlights for Nippon India Large Cap Fund Below is the key information for Nippon India Large Cap Fund Returns up to 1 year are on The Fund is seeking to generate capital appreciation, from a portfolio that is substantially constituted of equity and equity related securities of the 100 largest corporates, by market capitalisation, listed in India. Research Highlights for DSP TOP 100 Equity Below is the key information for DSP TOP 100 Equity Returns up to 1 year are on To provide income distribution and / or medium to long term capital gains while at all times emphasising the importance of capital appreciation. Research Highlights for TATA Large Cap Fund Below is the key information for TATA Large Cap Fund Returns up to 1 year are on (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 Research Highlights for Kotak Bluechip Fund Below is the key information for Kotak Bluechip Fund Returns up to 1 year are on (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. Research Highlights for Canara Robeco Bluechip Equity Fund Below is the key information for Canara Robeco Bluechip Equity Fund Returns up to 1 year are on 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. Research Highlights for Aditya Birla Sun Life Frontline Equity Fund Below is the key information for Aditya Birla Sun Life Frontline Equity Fund Returns up to 1 year are on 1. 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.
Date Value Returns for IDBI India Top 100 Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 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
Year Returns 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 Fund Manager information for IDBI India Top 100 Equity Fund
Name Since Tenure Data below for IDBI India Top 100 Equity Fund as on 30 Jun 23
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Invesco India Largecap Fund
Invesco India Largecap Fund
Growth Launch Date 21 Aug 09 NAV (14 Aug 26) ₹73.28 ↓ -0.28 (-0.38 %) Net Assets (Cr) ₹1,847 on 30 Jun 26 Category Equity - Large Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.1 Sharpe Ratio -0.25 Information Ratio 0.82 Alpha Ratio 3.75 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.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹10,413 31 Jul 23 ₹12,103 31 Jul 24 ₹16,763 31 Jul 25 ₹16,726 31 Jul 26 ₹17,719 Returns for Invesco India Largecap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 1 Month 3.1% 3 Month 9% 6 Month 5.2% 1 Year 7.8% 3 Year 14.4% 5 Year 11.5% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 5.5% 2024 20% 2023 27.8% 2022 -3% 2021 32.5% 2020 14.1% 2019 10.5% 2018 -0.4% 2017 28.3% 2016 2.8% Fund Manager information for Invesco India Largecap Fund
Name Since Tenure Hiten Jain 1 Dec 23 2.67 Yr. Data below for Invesco India Largecap Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Financial Services 32.56% Industrials 20.84% Consumer Cyclical 14.51% Health Care 9.07% Technology 9.04% Basic Materials 5.02% Communication Services 3.21% Real Estate 2.18% Consumer Defensive 1.22% Utility 0.52% Asset Allocation
Asset Class Value Cash 1.84% Equity 98.16% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK7% ₹133 Cr 969,443 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | HDFCBANK6% ₹111 Cr 1,384,844 ICICI Prudential Asset Management Co Ltd (Financial Services)
Equity, Since 31 Dec 25 | ICICIAMC5% ₹98 Cr 296,370 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 25 | LT4% ₹72 Cr 173,437 Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 25 | 5000344% ₹67 Cr 671,135 Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY4% ₹65 Cr 646,679 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 25 | INDIGO3% ₹61 Cr 113,532 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | ETERNAL3% ₹61 Cr 2,302,684 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL3% ₹59 Cr 320,404 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | 5322153% ₹55 Cr 406,975 3. Bandhan Large Cap Fund
Bandhan Large Cap Fund
Growth Launch Date 9 Jun 06 NAV (14 Aug 26) ₹79.509 ↓ -0.22 (-0.28 %) Net Assets (Cr) ₹2,061 on 30 Jun 26 Category Equity - Large Cap AMC IDFC Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.07 Sharpe Ratio -0.35 Information Ratio 0.63 Alpha Ratio 2.34 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.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹10,690 31 Jul 23 ₹12,190 31 Jul 24 ₹16,673 31 Jul 25 ₹16,930 31 Jul 26 ₹17,355 Returns for Bandhan Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 1 Month 2.2% 3 Month 6.2% 6 Month 0.8% 1 Year 4.2% 3 Year 13.3% 5 Year 11% 10 Year 15 Year Since launch 10.8% Historical performance (Yearly) on absolute basis
Year Returns 2025 8.2% 2024 18.7% 2023 26.8% 2022 -2.3% 2021 26.8% 2020 17.4% 2019 10.6% 2018 -4.2% 2017 34.2% 2016 5.3% Fund Manager information for Bandhan Large Cap Fund
Name Since Tenure Manish Gunwani 2 Dec 24 1.66 Yr. Prateek Poddar 2 Dec 24 1.66 Yr. Ritika Behera 7 Oct 23 2.82 Yr. Gaurav Satra 7 Jun 24 2.15 Yr. Data below for Bandhan Large Cap Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Financial Services 33.35% Consumer Cyclical 15.97% Technology 7.92% Industrials 7.69% Basic Materials 7.28% Health Care 6.97% Energy 6.05% Consumer Defensive 5.63% Utility 4.17% Communication Services 2.96% Real Estate 1.83% Asset Allocation
Asset Class Value Cash 0.18% Equity 99.82% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK9% ₹184 Cr 1,338,506 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 07 | HDFCBANK8% ₹163 Cr 2,044,686
↑ 66,278 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE6% ₹121 Cr 933,776
↑ 43,681 State Bank of India (Financial Services)
Equity, Since 31 Dec 24 | SBIN4% ₹79 Cr 768,824 NTPC Ltd (Utilities)
Equity, Since 31 Dec 24 | 5325554% ₹77 Cr 2,162,368 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 19 | LT4% ₹73 Cr 176,463
↑ 13,247 Infosys Ltd (Technology)
Equity, Since 31 Aug 11 | INFY4% ₹72 Cr 721,653 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 24 | M&M3% ₹66 Cr 215,728
↑ 22,117 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIARTL3% ₹61 Cr 329,763 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Aug 24 | SUNPHARMA3% ₹61 Cr 325,592
↑ 11,390 4. ICICI Prudential Bluechip Fund
ICICI Prudential Bluechip Fund
Growth Launch Date 23 May 08 NAV (14 Aug 26) ₹109.78 ↓ -0.17 (-0.15 %) Net Assets (Cr) ₹79,421 on 30 Jun 26 Category Equity - Large Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.46 Sharpe Ratio -0.55 Information Ratio 0.85 Alpha Ratio -1.21 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.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹11,027 31 Jul 23 ₹13,192 31 Jul 24 ₹18,392 31 Jul 25 ₹18,599 31 Jul 26 ₹18,597 Returns for ICICI Prudential Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 1 Month 1.4% 3 Month 3.8% 6 Month -2.8% 1 Year 0.2% 3 Year 12.5% 5 Year 12.3% 10 Year 15 Year Since launch 14% Historical performance (Yearly) on absolute basis
Year Returns 2025 11.3% 2024 16.9% 2023 27.4% 2022 6.9% 2021 29.2% 2020 13.5% 2019 9.8% 2018 -0.8% 2017 32.7% 2016 7.7% Fund Manager information for ICICI Prudential Bluechip Fund
Name Since Tenure Sankaran Naren 5 Feb 26 0.48 Yr. Vaibhav Dusad 18 Jan 21 5.54 Yr. Sharmila D'Silva 31 Jul 22 4.01 Yr. Data below for ICICI Prudential Bluechip Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Financial Services 30.18% Consumer Cyclical 13.78% Industrials 10.05% Basic Materials 8.09% Energy 7.41% Consumer Defensive 5.82% Health Care 5.01% Communication Services 4.7% Technology 4.17% Utility 3.83% Real Estate 1.39% Asset Allocation
Asset Class Value Cash 5.31% Equity 94.69% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK9% ₹7,086 Cr 51,526,976
↓ -1,400,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK9% ₹6,937 Cr 86,941,473
↑ 200,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 08 | RELIANCE6% ₹4,457 Cr 34,445,500
↑ 3,225,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 12 | LT5% ₹3,617 Cr 8,729,906
↓ -1,345,750 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 5322154% ₹3,373 Cr 25,064,059
↓ -2,625,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | BHARTIARTL4% ₹3,353 Cr 18,104,129 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 16 | MARUTI3% ₹2,598 Cr 1,840,675
↓ -225,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY3% ₹2,467 Cr 24,662,450
↑ 1,000,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 17 | 5325383% ₹2,133 Cr 1,895,267
↑ 110,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Jul 15 | SUNPHARMA3% ₹1,998 Cr 10,724,940
↓ -525,000 5. BNP Paribas Large Cap Fund
BNP Paribas Large Cap Fund
Growth Launch Date 23 Sep 04 NAV (14 Aug 26) ₹226.022 ↓ -0.04 (-0.02 %) Net Assets (Cr) ₹2,571 on 30 Jun 26 Category Equity - Large Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.02 Sharpe Ratio -0.47 Information Ratio 0.51 Alpha Ratio -0.07 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.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹10,705 31 Jul 23 ₹12,520 31 Jul 24 ₹17,765 31 Jul 25 ₹16,965 31 Jul 26 ₹17,311 Returns for BNP Paribas Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 1 Month 3.8% 3 Month 5.1% 6 Month 1.1% 1 Year 4.2% 3 Year 12.5% 5 Year 11.2% 10 Year 15 Year Since launch 15.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 4.4% 2024 20.1% 2023 24.8% 2022 4.2% 2021 22.1% 2020 16.8% 2019 17.2% 2018 -4% 2017 37% 2016 -5.5% Fund Manager information for BNP Paribas Large Cap Fund
Name Since Tenure Jitendra Sriram 16 Jun 22 4.13 Yr. Kushant Arora 21 Oct 24 1.78 Yr. Data below for BNP Paribas Large Cap Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Financial Services 27.95% Industrials 13.99% Consumer Cyclical 10.53% Technology 8.48% Energy 7.49% Consumer Defensive 6.89% Basic Materials 5.83% Health Care 5.3% Utility 5.26% Communication Services 3.96% Asset Allocation
Asset Class Value Cash 1.45% Equity 97.53% Debt 1.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK6% ₹158 Cr 1,980,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | ICICIBANK6% ₹157 Cr 1,143,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 17 | RELIANCE6% ₹146 Cr 1,125,000 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 23 | POWERINDIA5% ₹135 Cr 38,700
↓ -1,350 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 20 | LT5% ₹117 Cr 283,500
↑ 13,500 Bharti Airtel Ltd (Communication Services)
Equity, Since 29 Feb 08 | BHARTIARTL4% ₹102 Cr 549,000 State Bank of India (Financial Services)
Equity, Since 31 Jul 20 | SBIN3% ₹79 Cr 774,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | KOTAKBANK3% ₹71 Cr 1,800,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | ETERNAL3% ₹64 Cr 2,430,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Apr 20 | SUNPHARMA2% ₹59 Cr 315,000 6. Nippon India Large Cap Fund
Nippon India Large Cap Fund
Growth Launch Date 8 Aug 07 NAV (14 Aug 26) ₹90.6446 ↓ -0.21 (-0.23 %) Net Assets (Cr) ₹53,227 on 30 Jun 26 Category Equity - Large Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.58 Sharpe Ratio -0.43 Information Ratio 0.98 Alpha Ratio 1.07 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.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹11,431 31 Jul 23 ₹14,316 31 Jul 24 ₹19,852 31 Jul 25 ₹19,987 31 Jul 26 ₹20,069 Returns for Nippon India Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 1 Month 1.4% 3 Month 3.8% 6 Month -2.1% 1 Year 0.6% 3 Year 12.4% 5 Year 14.1% 10 Year 15 Year Since launch 12.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 9.2% 2024 18.2% 2023 32.1% 2022 11.3% 2021 32.4% 2020 4.9% 2019 7.3% 2018 -0.2% 2017 38.4% 2016 2.2% Fund Manager information for Nippon India Large Cap Fund
Name Since Tenure Sailesh Raj Bhan 8 Aug 07 18.99 Yr. Kinjal Desai 25 May 18 8.19 Yr. Bhavik Dave 19 Aug 24 1.95 Yr. Amber Singhania 11 Mar 26 0.39 Yr. Data below for Nippon India Large Cap Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Financial Services 36.57% Consumer Cyclical 15.21% Consumer Defensive 11.28% Health Care 8.09% Industrials 8.06% Technology 6.81% Utility 4.88% Energy 4.24% Basic Materials 2.83% Real Estate 0.7% Communication Services 0.18% Asset Allocation
Asset Class Value Cash 1.15% Equity 98.85% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK10% ₹5,273 Cr 66,080,734
↑ 1,500,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK9% ₹4,538 Cr 33,000,000
↓ -677,945 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | 5322155% ₹2,693 Cr 20,015,542
↑ 3,700,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE4% ₹2,257 Cr 17,441,139
↑ 1,000,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT4% ₹2,050 Cr 4,947,774
↑ 550,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 21 | 5000344% ₹2,013 Cr 20,034,184 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Sep 25 | SUNPHARMA3% ₹1,498 Cr 8,040,635 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | HINDUNILVR3% ₹1,377 Cr 6,498,878 Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY3% ₹1,357 Cr 13,559,955
↑ 1,433,858 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC2% ₹1,292 Cr 45,029,812 7. DSP TOP 100 Equity
DSP TOP 100 Equity
Growth Launch Date 10 Mar 03 NAV (14 Aug 26) ₹463.002 ↓ -0.21 (-0.05 %) Net Assets (Cr) ₹7,190 on 30 Jun 26 Category Equity - Large Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.94 Sharpe Ratio -0.68 Information Ratio 0.53 Alpha Ratio -2.7 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹9,965 31 Jul 23 ₹11,842 31 Jul 24 ₹16,372 31 Jul 25 ₹16,628 31 Jul 26 ₹16,407 Returns for DSP TOP 100 Equity
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 1 Month 1.2% 3 Month 2.7% 6 Month -2.6% 1 Year -0.7% 3 Year 11.6% 5 Year 9.9% 10 Year 15 Year Since launch 17.8% Historical performance (Yearly) on absolute basis
Year Returns 2025 8.4% 2024 20.5% 2023 26.6% 2022 1.4% 2021 19.5% 2020 7.5% 2019 14.8% 2018 -2.7% 2017 26.5% 2016 4.9% Fund Manager information for DSP TOP 100 Equity
Name Since Tenure Anish Tawakley 16 May 26 0.21 Yr. Data below for DSP TOP 100 Equity as on 30 Jun 26
Equity Sector Allocation
Sector Value Financial Services 36.68% Consumer Cyclical 12.68% Energy 8.02% Industrials 7.48% Consumer Defensive 6.69% Communication Services 6.44% Basic Materials 4.79% Utility 4.36% Technology 4.3% Health Care 3.95% Real Estate 1.86% Asset Allocation
Asset Class Value Cash 2.75% Equity 97.25% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK10% ₹723 Cr 9,062,066
↑ 202,978 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | ICICIBANK10% ₹713 Cr 5,181,800
↓ -220,280 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | 5322156% ₹431 Cr 3,199,327 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 21 | ITC6% ₹404 Cr 14,073,512 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 26 | BHARTIARTL5% ₹363 Cr 1,958,496 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | M&M5% ₹360 Cr 1,172,124 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 26 | LT5% ₹335 Cr 808,926
↑ 63,470 Infosys Ltd (Technology)
Equity, Since 30 Sep 19 | INFY4% ₹309 Cr 3,089,541 Reliance Industries Ltd (Energy)
Equity, Since 31 May 26 | RELIANCE4% ₹294 Cr 2,269,483 Cipla Ltd (Healthcare)
Equity, Since 30 Jun 20 | 5000873% ₹234 Cr 1,596,653 8. TATA Large Cap Fund
TATA Large Cap Fund
Growth Launch Date 7 May 98 NAV (14 Aug 26) ₹516.802 ↓ -0.29 (-0.06 %) Net Assets (Cr) ₹2,721 on 30 Jun 26 Category Equity - Large Cap AMC Tata Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.05 Sharpe Ratio -0.3 Information Ratio 0.27 Alpha Ratio 3 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.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹10,640 31 Jul 23 ₹12,458 31 Jul 24 ₹16,888 31 Jul 25 ₹16,183 31 Jul 26 ₹16,908 Returns for TATA Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 1 Month 1.6% 3 Month 5.3% 6 Month 0.2% 1 Year 5.9% 3 Year 11.4% 5 Year 10.3% 10 Year 15 Year Since launch 18.2% Historical performance (Yearly) on absolute basis
Year Returns 2025 9.2% 2024 12.9% 2023 24.5% 2022 3.3% 2021 32.7% 2020 8.3% 2019 12.1% 2018 -3.6% 2017 29.5% 2016 2.9% Fund Manager information for TATA Large Cap Fund
Name Since Tenure Abhinav Sharma 5 Apr 23 3.33 Yr. Hasmukh Vishariya 1 Mar 25 1.42 Yr. Data below for TATA Large Cap Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Financial Services 32.88% Consumer Cyclical 10.52% Industrials 10.34% Basic Materials 8.24% Communication Services 7.05% Technology 7% Energy 6.11% Utility 6.01% Health Care 5.34% Consumer Defensive 4.53% Asset Allocation
Asset Class Value Cash 1.99% Equity 98.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 11 | ICICIBANK9% ₹242 Cr 1,760,300 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK6% ₹173 Cr 2,171,900 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 25 | BHARTIARTL6% ₹156 Cr 845,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE5% ₹136 Cr 1,050,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Aug 24 | 5000343% ₹85 Cr 850,000 State Bank of India (Financial Services)
Equity, Since 30 Apr 14 | SBIN3% ₹84 Cr 821,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5322153% ₹83 Cr 620,000 Adani Energy Solutions Ltd (Utilities)
Equity, Since 31 May 24 | ADANIENSOL3% ₹79 Cr 528,193 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | KOTAKBANK3% ₹78 Cr 2,000,000
↓ -495,000 Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY3% ₹76 Cr 758,248 9. Kotak Bluechip Fund
Kotak Bluechip Fund
Growth Launch Date 29 Dec 98 NAV (14 Aug 26) ₹575.162 ↓ -0.19 (-0.03 %) Net Assets (Cr) ₹10,772 on 30 Jun 26 Category Equity - Large Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio -0.52 Information Ratio 0.22 Alpha Ratio -0.78 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.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹10,537 31 Jul 23 ₹12,193 31 Jul 24 ₹16,492 31 Jul 25 ₹16,432 31 Jul 26 ₹16,552 Returns for Kotak Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 1 Month 2.1% 3 Month 5.3% 6 Month -2.1% 1 Year 1.9% 3 Year 11.3% 5 Year 9.9% 10 Year 15 Year Since launch 17.1% Historical performance (Yearly) on absolute basis
Year Returns 2025 8.7% 2024 16.2% 2023 22.9% 2022 2% 2021 27.7% 2020 16.4% 2019 14.2% 2018 -2.1% 2017 29.2% 2016 2.9% Fund Manager information for Kotak Bluechip Fund
Name Since Tenure Rohit Tandon 22 Jan 24 2.53 Yr. Data below for Kotak Bluechip Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Financial Services 30.79% Consumer Cyclical 12.4% Industrials 9.62% Basic Materials 9.01% Energy 7.31% Technology 6.31% Health Care 5.73% Consumer Defensive 5.48% Communication Services 3.92% Utility 3.9% Real Estate 0.9% Asset Allocation
Asset Class Value Cash 2.69% Equity 97.3% Debt 0% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK8% ₹814 Cr 5,918,710
↑ 72,992 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK7% ₹716 Cr 8,977,951
↑ 146,654 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE6% ₹659 Cr 5,094,835 State Bank of India (Financial Services)
Equity, Since 30 Jun 21 | SBIN5% ₹490 Cr 4,772,487
↑ 196,576 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 12 | LT5% ₹489 Cr 1,179,346
↑ 77,525 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL4% ₹423 Cr 2,282,909 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 13 | 5322153% ₹347 Cr 2,582,129
↓ -73,496 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | 5000343% ₹346 Cr 3,447,863 NTPC Ltd (Utilities)
Equity, Since 31 Oct 23 | 5325553% ₹308 Cr 8,648,083 Infosys Ltd (Technology)
Equity, Since 31 Oct 04 | INFY3% ₹284 Cr 2,835,817 10. Canara Robeco Bluechip Equity Fund
Canara Robeco Bluechip Equity Fund
Growth Launch Date 20 Aug 10 NAV (14 Aug 26) ₹62.65 ↓ -0.09 (-0.14 %) Net Assets (Cr) ₹16,692 on 30 Jun 26 Category Equity - Large Cap AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 1.66 Sharpe Ratio -0.62 Information Ratio -0.12 Alpha Ratio -1.94 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.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹10,408 31 Jul 23 ₹12,089 31 Jul 24 ₹16,011 31 Jul 25 ₹16,310 31 Jul 26 ₹16,203 Returns for Canara Robeco Bluechip Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 1 Month 2.4% 3 Month 5.3% 6 Month -1.6% 1 Year 0.4% 3 Year 11.1% 5 Year 9.4% 10 Year 15 Year Since launch 12.2% Historical performance (Yearly) on absolute basis
Year Returns 2025 7.3% 2024 17.8% 2023 22.2% 2022 0.8% 2021 24.5% 2020 23.1% 2019 15.7% 2018 3.4% 2017 31.4% 2016 1.9% Fund Manager information for Canara Robeco Bluechip Equity Fund
Name Since Tenure Vishal Mishra 1 Jun 21 5.17 Yr. Shridatta Bhandwaldar 5 Jul 16 10.08 Yr. Data below for Canara Robeco Bluechip Equity Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Financial Services 36.76% Consumer Cyclical 14.94% Industrials 9.23% Health Care 7.08% Consumer Defensive 6.93% Technology 5.63% Communication Services 5.17% Energy 4.96% Basic Materials 4.53% Utility 1.64% Real Estate 0.4% Asset Allocation
Asset Class Value Cash 2.71% Equity 97.28% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | HDFCBANK9% ₹1,425 Cr 17,857,512 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK8% ₹1,389 Cr 10,100,600 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 17 | RELIANCE5% ₹828 Cr 6,401,500 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL5% ₹771 Cr 4,165,316 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT4% ₹722 Cr 1,742,992 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN4% ₹715 Cr 6,962,919 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 5322154% ₹591 Cr 4,389,200 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | 5000343% ₹551 Cr 5,479,340
↑ 200,000 Infosys Ltd (Technology)
Equity, Since 30 Sep 10 | INFY3% ₹545 Cr 5,452,003
↑ 161,095 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 22 | M&M3% ₹498 Cr 1,623,515 11. Aditya Birla Sun Life Frontline Equity Fund
Aditya Birla Sun Life Frontline Equity Fund
Growth Launch Date 30 Aug 02 NAV (14 Aug 26) ₹527.56 ↓ -0.21 (-0.04 %) Net Assets (Cr) ₹29,029 on 30 Jun 26 Category Equity - Large Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.65 Sharpe Ratio -0.61 Information Ratio -0.1 Alpha Ratio -2.27 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.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹10,674 31 Jul 23 ₹12,479 31 Jul 24 ₹16,736 31 Jul 25 ₹16,779 31 Jul 26 ₹16,780 Returns for Aditya Birla Sun Life Frontline Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 1 Month 2.5% 3 Month 5.8% 6 Month -1.3% 1 Year 1.3% 3 Year 11.1% 5 Year 10.2% 10 Year 15 Year Since launch 18% Historical performance (Yearly) on absolute basis
Year Returns 2025 9.4% 2024 15.6% 2023 23.1% 2022 3.5% 2021 27.9% 2020 14.2% 2019 7.6% 2018 -2.9% 2017 30.6% 2016 7.4% Fund Manager information for Aditya Birla Sun Life Frontline Equity Fund
Name Since Tenure Harish Krishnan 8 Jan 26 0.56 Yr. Data below for Aditya Birla Sun Life Frontline Equity Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Financial Services 36.46% Consumer Cyclical 15.98% Technology 7.19% Consumer Defensive 6.77% Basic Materials 6.76% Health Care 6.65% Industrials 5.75% Energy 5.6% Utility 3.66% Communication Services 3.49% Real Estate 0.82% Asset Allocation
Asset Class Value Cash 0.69% Equity 99.19% Debt 0.12% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK8% ₹2,248 Cr 16,348,292 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK7% ₹2,035 Cr 25,500,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE5% ₹1,474 Cr 11,395,468 Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | 5322154% ₹1,178 Cr 8,753,823 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK4% ₹1,053 Cr 26,836,371 Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY4% ₹1,039 Cr 10,390,550 State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN4% ₹1,017 Cr 9,908,250 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL3% ₹1,013 Cr 5,469,031 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 08 | LT3% ₹963 Cr 2,325,000
↓ -75,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | M&M3% ₹921 Cr 3,000,000
↓ -31,152
Why to Invest in Large Cap Mutual Funds
Large cap mutual funds are often considered the foundation of an equity portfolio because they invest in India's largest and most financially stable companies. While they may not always generate the highest returns during strong bull markets, they have historically offered a balance between growth potential and relatively lower volatility. For investors seeking long-term wealth creation with moderate risk, large cap funds can be an effective investment option.
1. Invest in Well-Established Companies
Large cap mutual funds primarily invest in established businesses that have demonstrated consistent financial performance over several years. These companies usually have strong balance sheets, experienced management teams, recognised brands, and diversified revenue streams. Their ability to navigate different economic and market conditions makes them relatively more resilient than smaller companies, offering greater stability to investors.
2. Potential for Consistent Long-Term Returns
Although large cap funds may not always outperform mid cap or small cap funds during rapidly rising markets, they have historically delivered relatively stable long-term returns. Their focus on fundamentally strong companies enables investors to participate in equity market growth while reducing the impact of extreme market volatility.
3. Lower Volatility During Market Fluctuations
Since large cap funds invest in some of the largest listed companies, they generally experience lower volatility than mid cap and small cap funds. While no equity investment is entirely risk-free, large cap companies have historically recovered more steadily during market corrections due to their financial strength, diversified operations, and established market position.
4. Suitable for Long-Term Wealth Creation
Like all equity mutual funds, large cap funds are subject to market risks and may experience short-term fluctuations. However, investors with a long-term investment horizon of five years or more can benefit from the growth potential of established companies while reducing the impact of temporary market movements. Investing through SIPs can further help manage market volatility by averaging the purchase cost over time.
5. Ideal for SIP Investors
Large cap mutual funds are well-suited for Systematic Investment Plans (SIPs). Investing a fixed amount regularly allows investors to benefit from rupee cost averaging and the power of compounding over the long term. This disciplined approach can help build wealth gradually while reducing the impact of short-term market fluctuations.
6. Diversification Across Leading Companies
Most large cap mutual funds invest across multiple sectors such as banking, information technology, healthcare, FMCG, automobiles, energy, and financial services. This diversification reduces concentration risk and provides investors with exposure to some of India's leading businesses through a single investment.
Who Should Invest in Large Cap Mutual Funds?
Large cap mutual funds can be suitable for a wide range of investors, particularly those looking to build long-term wealth with relatively lower volatility compared to other equity fund categories. They are generally considered suitable for:
- First-time mutual fund investors entering equity markets
- Investors seeking long-term wealth creation through SIPs
- Individuals Planning for retirement or other long-term financial goals
- Conservative equity investors who prefer relatively stable returns
- Investors looking to diversify their investment portfolio with established blue-chip companies
However, investors with an investment horizon of less than three years or those seeking very high short-term returns may consider other investment options based on their financial objectives and risk appetite.
How to Invest in Best Large Cap Funds Online?
Open Free Investment Account for Lifetime at Fincash.com
Complete your Registration and KYC Process
Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!
Conclusion
Large cap mutual funds can be an excellent choice for investors seeking long-term wealth creation with relatively lower volatility than other equity fund categories. By investing in India's largest and most established companies, these funds offer the potential for steady capital appreciation while providing greater resilience during market fluctuations.
However, selecting the right large cap fund requires more than comparing recent returns. Investors should evaluate factors such as investment objectives, risk appetite, fund consistency, portfolio quality, expense ratio, and the fund manager's track record before making an investment decision.
If you have a long-term investment horizon of five years or more, investing regularly through a Systematic Investment Plan (SIP) can help you benefit from rupee cost averaging and the power of compounding. Before investing, ensure that the chosen fund aligns with your financial goals and overall asset allocation strategy.
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.
AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153
Shepard Technologies Pvt. Ltd. (with ARN code 112358) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
©2026 Shepard Technologies Private Limited. All Rights Reserved
Superb. Gave very depth information.
Very good and give us about best largecap fund somtimes