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Top & Best Large Cap Mutual Funds for 2022

Fincash » Mutual Funds » Best Large Cap Funds 2018

Best Large Cap Mutual Funds To Invest of 2022

Updated on January 31, 2023 , 318 views

Large-cap Mutual Funds refer to the schemes that invest their corpus money in equity and equity-related instruments of various companies. The Market capitalization of these companies is more than ₹10,000 crores. In the year 2022, as the market scaled new heights, the performance of Large cap funds also has been good. Also known as bluechip companies and considered as market leaders in their field, these companies have shown their best performances. Large-Cap funds can be considered as a good option for long-term investment. On the Basis of performance (returns), for the year 2022, the top and Best Large Cap Mutual Funds are listed below.

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Top 10 Large Cap Funds of 2022 Based on Performance

FundNAVNet Assets (Cr)2022 (%)2021 (%)2020 (%)2019 (%)2018 (%)
Nippon India Large Cap Fund Growth ₹54.4309
↑ 0.04
₹12,61211.332.44.97.3-0.2
HDFC Top 100 Fund Growth ₹742.838
↑ 2.13
₹22,70310.628.55.97.70.1
JM Core 11 Fund Growth ₹11.9287
↑ 0.00
₹457.116.36.310.6-5
ICICI Prudential Bluechip Fund Growth ₹68.44
↑ 0.20
₹35,0496.929.213.59.8-0.8
Taurus Largecap Equity Fund Growth ₹97.91
↓ -1.01
₹346.71810.28.5-6.2
Indiabulls Blue Chip Fund Growth ₹28.89
↑ 0.06
₹984.417.58.212-1.4
SBI Bluechip Fund Growth ₹62.965
↑ 0.16
₹34,6224.426.116.311.6-4.1
BNP Paribas Large Cap Fund Growth ₹142.002
↑ 0.27
₹1,3814.222.116.817.2-4
Aditya Birla Sun Life Frontline Equity Fund Growth ₹343.27
↑ 0.62
₹22,0633.527.914.27.6-2.9
JM Large Cap Fund Growth ₹101.659
↑ 0.39
₹483.423.218.14.90.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Feb 23

Top Performing Best Large Cap Funds

1. Nippon India Large Cap Fund

(Erstwhile Reliance Top 200 Fund)

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

Nippon India Large Cap Fund is a Equity - Large Cap fund was launched on 8 Aug 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.6% since its launch.  Ranked 20 in Large Cap category.  Return for 2022 was 11.3% , 2021 was 32.4% and 2020 was 4.9% .

Below is the key information for Nippon India Large Cap Fund

Nippon India Large Cap Fund
Growth
Launch Date 8 Aug 07
NAV (02 Feb 23) ₹54.4309 ↑ 0.04   (0.07 %)
Net Assets (Cr) ₹12,612 on 31 Dec 22
Category Equity - Large Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 0.44
Information Ratio -0.09
Alpha Ratio 4.97
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 Jan 18₹10,000
31 Jan 19₹9,665
31 Jan 20₹10,351
31 Jan 21₹10,886
31 Jan 22₹14,806
31 Jan 23₹15,906

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 ₹395,578.
Net Profit of ₹95,578
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 2 Feb 23

DurationReturns
1 Month -1.8%
3 Month -1.9%
6 Month 4.3%
1 Year 5.2%
3 Year 15.5%
5 Year 10.3%
10 Year
15 Year
Since launch 11.6%
Historical performance (Yearly) on absolute basis
YearReturns
2022 11.3%
2021 32.4%
2020 4.9%
2019 7.3%
2018 -0.2%
2017 38.4%
2016 2.2%
2015 1.1%
2014 54.6%
2013 4.2%
Fund Manager information for Nippon India Large Cap Fund
NameSinceTenure
Sailesh Raj Bhan8 Aug 0715.41 Yr.
Ashutosh Bhargava1 Sep 211.33 Yr.
Kinjal Desai25 May 184.61 Yr.
Akshay Sharma1 Dec 220.08 Yr.

Data below for Nippon India Large Cap Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services36.52%
Consumer Cyclical12.74%
Industrials12%
Technology9.18%
Consumer Defensive8.66%
Energy8.34%
Health Care3.95%
Basic Materials2.43%
Utility2.07%
Communication Services1.14%
Asset Allocation
Asset ClassValue
Cash2.97%
Equity97.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 19 | HDFC
7%₹844 Cr3,200,315
↓ -600,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
7%₹841 Cr3,300,000
↑ 300,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT
7%₹834 Cr4,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
6%₹737 Cr4,524,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN
6%₹736 Cr12,000,644
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
5%₹668 Cr7,500,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC
5%₹580 Cr17,500,000
↓ -1,000,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY
4%₹543 Cr3,600,084
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | AXISBANK
4%₹514 Cr5,500,080
HCL Technologies Ltd (Technology)
Equity, Since 31 Aug 19 | HCLTECH
4%₹457 Cr4,400,927

2. HDFC Top 100 Fund

(Erstwhile HDFC Top 200)

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

HDFC Top 100 Fund is a Equity - Large Cap fund was launched on 11 Oct 96. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.7% since its launch.  Ranked 43 in Large Cap category.  Return for 2022 was 10.6% , 2021 was 28.5% and 2020 was 5.9% .

Below is the key information for HDFC Top 100 Fund

HDFC Top 100 Fund
Growth
Launch Date 11 Oct 96
NAV (02 Feb 23) ₹742.838 ↑ 2.13   (0.29 %)
Net Assets (Cr) ₹22,703 on 31 Dec 22
Category Equity - Large Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.79
Sharpe Ratio 0.42
Information Ratio -0.16
Alpha Ratio 5.3
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 18₹10,000
31 Jan 19₹9,671
31 Jan 20₹10,092
31 Jan 21₹10,983
31 Jan 22₹14,465
31 Jan 23₹15,419

HDFC Top 100 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for HDFC Top 100 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Feb 23

DurationReturns
1 Month -2%
3 Month -0.8%
6 Month 4.7%
1 Year 4.7%
3 Year 15.2%
5 Year 9.7%
10 Year
15 Year
Since launch 18.7%
Historical performance (Yearly) on absolute basis
YearReturns
2022 10.6%
2021 28.5%
2020 5.9%
2019 7.7%
2018 0.1%
2017 32%
2016 8.5%
2015 -6.1%
2014 46.5%
2013 4%
Fund Manager information for HDFC Top 100 Fund
NameSinceTenure
Rahul Baijal29 Jul 220.43 Yr.
Priya Ranjan1 May 220.67 Yr.

Data below for HDFC Top 100 Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services39.48%
Energy12.52%
Technology10.9%
Consumer Defensive6.67%
Industrials6.17%
Health Care4.84%
Utility4.01%
Consumer Cyclical3.81%
Communication Services3.35%
Basic Materials2.78%
Asset Allocation
Asset ClassValue
Cash5.47%
Equity94.53%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
9%₹1,993 Cr12,237,961
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 05 | ICICIBANK
9%₹1,985 Cr22,277,522
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 06 | RELIANCE
7%₹1,540 Cr6,046,781
Infosys Ltd (Technology)
Equity, Since 31 Aug 04 | INFY
6%₹1,375 Cr9,119,648
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 08 | HDFC
6%₹1,249 Cr4,734,142
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC
5%₹1,038 Cr31,318,755
State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN
4%₹1,007 Cr16,412,380
NTPC Ltd (Utilities)
Equity, Since 30 Jun 15 | NTPC
4%₹910 Cr54,669,743
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | AXISBANK
4%₹883 Cr9,452,714
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 06 | LT
4%₹877 Cr4,203,556

3. JM Core 11 Fund

The investment objective of the Scheme is to provide long-term growth by investing predominantly in a concentrated portfolio of equity / equity related instruments of companies.

JM Core 11 Fund is a Equity - Large Cap fund was launched on 5 Mar 08. It is a fund with High risk and has given a CAGR/Annualized return of 1.2% since its launch.  Ranked 18 in Large Cap category.  Return for 2022 was 7.1% , 2021 was 16.3% and 2020 was 6.3% .

Below is the key information for JM Core 11 Fund

JM Core 11 Fund
Growth
Launch Date 5 Mar 08
NAV (02 Feb 23) ₹11.9287 ↑ 0.00   (0.00 %)
Net Assets (Cr) ₹45 on 31 Dec 22
Category Equity - Large Cap
AMC JM Financial Asset Management Limited
Rating
Risk High
Expense Ratio 2.5
Sharpe Ratio 0.2
Information Ratio -1.14
Alpha Ratio 2.11
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-60 Days (1%),60 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 18₹10,000
31 Jan 19₹9,308
31 Jan 20₹10,616
31 Jan 21₹10,667
31 Jan 22₹13,088
31 Jan 23₹13,380

JM Core 11 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992
Invest Now

Returns for JM Core 11 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Feb 23

DurationReturns
1 Month -4.1%
3 Month -2%
6 Month 3.6%
1 Year -0.5%
3 Year 8%
5 Year 6.7%
10 Year
15 Year
Since launch 1.2%
Historical performance (Yearly) on absolute basis
YearReturns
2022 7.1%
2021 16.3%
2020 6.3%
2019 10.6%
2018 -5%
2017 43.1%
2016 11.1%
2015 -2.4%
2014 51.3%
2013 -1%
Fund Manager information for JM Core 11 Fund
NameSinceTenure
Asit Bhandarkar25 Feb 0913.86 Yr.
Chaitanya Choksi18 Jul 148.46 Yr.

Data below for JM Core 11 Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services30.32%
Consumer Cyclical23.49%
Technology8.81%
Consumer Defensive7.16%
Health Care7%
Basic Materials5.61%
Energy4.77%
Utility4.77%
Industrials4.08%
Asset Allocation
Asset ClassValue
Cash3.99%
Equity96.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 17 | HDFCBANK
9%₹4 Cr24,658
↑ 7,150
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | AXISBANK
7%₹3 Cr32,900
Infosys Ltd (Technology)
Equity, Since 28 Feb 21 | INFY
5%₹2 Cr15,910
Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Jul 18 | TITAN
5%₹2 Cr8,404
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 21 | RELIANCE
5%₹2 Cr8,350
Gujarat Gas Ltd (Utilities)
Equity, Since 30 Apr 22 | GUJGASLTD
5%₹2 Cr43,700
Narayana Hrudayalaya Ltd (Healthcare)
Equity, Since 31 Aug 22 | NH
5%₹2 Cr27,100
↑ 3,000
Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 21 | M&MFIN
4%₹2 Cr83,000
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Jul 22 | BHARATFORG
4%₹2 Cr21,250
↑ 1,500
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 11 | LT
4%₹2 Cr8,727
↓ -6,300

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% since its launch.  Ranked 21 in Large Cap category.  Return for 2022 was 6.9% , 2021 was 29.2% and 2020 was 13.5% .

Below is the key information for ICICI Prudential Bluechip Fund

ICICI Prudential Bluechip Fund
Growth
Launch Date 23 May 08
NAV (02 Feb 23) ₹68.44 ↑ 0.20   (0.29 %)
Net Assets (Cr) ₹35,049 on 31 Dec 22
Category Equity - Large Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio 0.19
Information Ratio 0.19
Alpha Ratio 1.73
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 Jan 18₹10,000
31 Jan 19₹9,514
31 Jan 20₹10,527
31 Jan 21₹11,963
31 Jan 22₹15,791
31 Jan 23₹16,402

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 ₹395,578.
Net Profit of ₹95,578
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 2 Feb 23

DurationReturns
1 Month -2.3%
3 Month -1.5%
6 Month 4.4%
1 Year 1.6%
3 Year 15.9%
5 Year 11%
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
2022 6.9%
2021 29.2%
2020 13.5%
2019 9.8%
2018 -0.8%
2017 32.7%
2016 7.7%
2015 -0.2%
2014 41.1%
2013 10.2%
Fund Manager information for ICICI Prudential Bluechip Fund
NameSinceTenure
Anish Tawakley5 Sep 184.33 Yr.
Vaibhav Dusad18 Jan 211.95 Yr.
Sharmila D’mello31 Jul 220.42 Yr.

Data below for ICICI Prudential Bluechip Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services32.86%
Technology11.66%
Energy10.59%
Industrials8.12%
Consumer Cyclical7.87%
Consumer Defensive5.66%
Basic Materials5.13%
Health Care5.01%
Communication Services4.17%
Utility1.67%
Real Estate0.32%
Asset Allocation
Asset ClassValue
Cash6.92%
Equity93.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK
9%₹3,303 Cr37,081,597
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
8%₹2,942 Cr18,067,127
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 08 | RELIANCE
8%₹2,847 Cr11,176,768
↑ 341,700
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
7%₹2,375 Cr15,748,891
↓ -111,064
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 12 | LT
7%₹2,354 Cr11,287,707
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | AXISBANK
6%₹2,049 Cr21,943,716
↓ -189,500
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | BHARTIARTL
4%₹1,275 Cr15,819,593
↓ -215,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 16 | MARUTI
3%₹1,117 Cr1,331,033
↑ 245,317
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 30 Apr 18 | SBILIFE
3%₹998 Cr8,105,786
↓ -622,564
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 17 | 532538
3%₹987 Cr1,418,576

5. Taurus Largecap Equity Fund

(Erstwhile Taurus Bonanza Fund)

Taurus Bonanza Fund is an open-end growth scheme. The investment objective is to provide investors long-term capital appreciation. Investments shall be primarily in Equity and Equity related instruments that offer scope for long-term capital appreciation. The Fund will also be invested in debt and money market instruments.

Taurus Largecap Equity Fund is a Equity - Large Cap fund was launched on 28 Feb 95. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.9% since its launch.  Ranked 67 in Large Cap category.  Return for 2022 was 6.7% , 2021 was 18% and 2020 was 10.2% .

Below is the key information for Taurus Largecap Equity Fund

Taurus Largecap Equity Fund
Growth
Launch Date 28 Feb 95
NAV (02 Feb 23) ₹97.91 ↓ -1.01   (-1.02 %)
Net Assets (Cr) ₹34 on 31 Dec 22
Category Equity - Large Cap
AMC Taurus Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.62
Sharpe Ratio 0.17
Information Ratio -0.8
Alpha Ratio 0.89
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-7 Days (0.5%),7 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 18₹10,000
31 Jan 19₹9,312
31 Jan 20₹10,086
31 Jan 21₹10,967
31 Jan 22₹13,350
31 Jan 23₹13,386

Taurus Largecap 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 ₹349,120.
Net Profit of ₹49,120
Invest Now

Returns for Taurus Largecap 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 2 Feb 23

DurationReturns
1 Month -9.1%
3 Month -10%
6 Month -5.5%
1 Year -6%
3 Year 9.5%
5 Year 5.8%
10 Year
15 Year
Since launch 9.9%
Historical performance (Yearly) on absolute basis
YearReturns
2022 6.7%
2021 18%
2020 10.2%
2019 8.5%
2018 -6.2%
2017 25.6%
2016 -1.6%
2015 3.2%
2014 38.4%
2013 -1.6%
Fund Manager information for Taurus Largecap Equity Fund
NameSinceTenure
Ankit Tikmany1 Oct 211.25 Yr.

Data below for Taurus Largecap Equity Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Basic Materials25.95%
Industrials24.41%
Financial Services14.97%
Real Estate13.7%
Consumer Cyclical8.66%
Energy6.12%
Health Care3.92%
Technology1.48%
Asset Allocation
Asset ClassValue
Cash0.79%
Equity99.21%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Macrotech Developers Ltd (Real Estate)
Equity, Since 31 Aug 22 | 543287
7%₹2 Cr21,462
Adani Enterprises Ltd (Energy)
Equity, Since 31 Dec 21 | 512599
6%₹2 Cr5,377
↓ -450
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 17 | 500247
6%₹2 Cr11,196
Vedanta Ltd (Basic Materials)
Equity, Since 31 Oct 21 | 500295
6%₹2 Cr64,285
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Mar 21 | 532921
5%₹2 Cr22,403
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Apr 22 | 500331
5%₹2 Cr7,019
Siemens Ltd (Industrials)
Equity, Since 31 Dec 21 | 500550
5%₹2 Cr6,097
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 532174
5%₹2 Cr19,245
Havells India Ltd (Industrials)
Equity, Since 31 Mar 22 | 517354
5%₹2 Cr15,408
DLF Ltd (Real Estate)
Equity, Since 31 Mar 22 | 532868
5%₹2 Cr42,817

6. Indiabulls Blue Chip Fund

The primary investment objective of the Scheme is to seek to provide long-term capital appreciation from a portfolio that is invested predominantly in equity and equity-related securities of blue-chip large-cap companies. However there can be no assurance that the investment objective of the scheme will be achieved.

Indiabulls Blue Chip Fund is a Equity - Large Cap fund was launched on 10 Feb 12. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.1% since its launch.  Ranked 22 in Large Cap category.  Return for 2022 was 4.4% , 2021 was 17.5% and 2020 was 8.2% .

Below is the key information for Indiabulls Blue Chip Fund

Indiabulls Blue Chip Fund
Growth
Launch Date 10 Feb 12
NAV (02 Feb 23) ₹28.89 ↑ 0.06   (0.21 %)
Net Assets (Cr) ₹98 on 31 Dec 22
Category Equity - Large Cap
AMC Indiabulls Asset Management Company Ltd.
Rating
Risk Moderately High
Expense Ratio 2.43
Sharpe Ratio 0.04
Information Ratio -1.34
Alpha Ratio -0.5
Min Investment 500
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 Jan 18₹10,000
31 Jan 19₹9,448
31 Jan 20₹10,552
31 Jan 21₹11,070
31 Jan 22₹13,673
31 Jan 23₹13,777

Indiabulls Blue Chip Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for Indiabulls Blue Chip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Feb 23

DurationReturns
1 Month -3.9%
3 Month -3.1%
6 Month 1.4%
1 Year -2.2%
3 Year 9.2%
5 Year 7.3%
10 Year
15 Year
Since launch 10.1%
Historical performance (Yearly) on absolute basis
YearReturns
2022 4.4%
2021 17.5%
2020 8.2%
2019 12%
2018 -1.4%
2017 33.4%
2016 4.4%
2015 3.2%
2014 28.7%
2013 4%
Fund Manager information for Indiabulls Blue Chip Fund
NameSinceTenure
Sumit Bhatnagar5 May 211.66 Yr.

Data below for Indiabulls Blue Chip Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services38.89%
Technology10.3%
Industrials9.16%
Consumer Cyclical8.82%
Energy8.54%
Consumer Defensive7.69%
Basic Materials4.56%
Communication Services3.38%
Health Care2.94%
Utility0.06%
Asset Allocation
Asset ClassValue
Cash5.66%
Equity94.34%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | HDFCBANK
9%₹9 Cr55,134
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
9%₹9 Cr100,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 15 | RELIANCE
9%₹8 Cr33,633
Infosys Ltd (Technology)
Equity, Since 31 Jan 19 | INFY
7%₹7 Cr43,750
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
5%₹5 Cr23,743
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 17 | HDFC
5%₹5 Cr19,068
State Bank of India (Financial Services)
Equity, Since 31 May 18 | SBIN
5%₹5 Cr78,450
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Oct 15 | 500696
4%₹4 Cr14,150
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL
3%₹3 Cr42,900
ITC Ltd (Consumer Defensive)
Equity, Since 31 May 21 | ITC
3%₹3 Cr88,000

7. 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 11.5% since its launch.  Ranked 9 in Large Cap category.  Return for 2022 was 4.4% , 2021 was 26.1% and 2020 was 16.3% .

Below is the key information for SBI Bluechip Fund

SBI Bluechip Fund
Growth
Launch Date 14 Feb 06
NAV (02 Feb 23) ₹62.965 ↑ 0.16   (0.26 %)
Net Assets (Cr) ₹34,622 on 31 Dec 22
Category Equity - Large Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.73
Sharpe Ratio 0.02
Information Ratio -0.27
Alpha Ratio -1.58
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 Jan 18₹10,000
31 Jan 19₹9,250
31 Jan 20₹10,620
31 Jan 21₹12,074
31 Jan 22₹15,385
31 Jan 23₹15,989

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 2 Feb 23

DurationReturns
1 Month -1.5%
3 Month -1.4%
6 Month 3.4%
1 Year 1.9%
3 Year 14.8%
5 Year 10.5%
10 Year
15 Year
Since launch 11.5%
Historical performance (Yearly) on absolute basis
YearReturns
2022 4.4%
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%
Fund Manager information for SBI Bluechip Fund
NameSinceTenure
Sohini Andani1 Sep 1012.34 Yr.
Mohit Jain30 Nov 175.09 Yr.

Data below for SBI Bluechip Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services33.9%
Consumer Cyclical13.8%
Industrials8.92%
Consumer Defensive7.58%
Technology7.02%
Health Care6.89%
Energy6.01%
Basic Materials5.51%
Real Estate2.07%
Communication Services2.03%
Asset Allocation
Asset ClassValue
Cash6.01%
Equity93.99%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
9%₹3,175 Cr19,500,000
↑ 243,066
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | ICICIBANK
8%₹2,712 Cr30,443,104
Infosys Ltd (Technology)
Equity, Since 30 Nov 17 | INFY
5%₹1,634 Cr10,835,178
↓ -300,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 15 | RELIANCE
5%₹1,597 Cr6,270,915
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 09 | LT
5%₹1,577 Cr7,562,209
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
5%₹1,558 Cr47,000,000
↑ 3,000,000
State Bank of India (Financial Services)
Equity, Since 28 Feb 14 | SBIN
4%₹1,249 Cr20,349,243
↑ 2,000,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 15 | HDFC
4%₹1,240 Cr4,700,000
↓ -300,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | AXISBANK
3%₹1,005 Cr10,761,751
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
3%₹938 Cr2,748,463

8. 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 15.5% since its launch.  Ranked 38 in Large Cap category.  Return for 2022 was 4.2% , 2021 was 22.1% and 2020 was 16.8% .

Below is the key information for BNP Paribas Large Cap Fund

BNP Paribas Large Cap Fund
Growth
Launch Date 23 Sep 04
NAV (02 Feb 23) ₹142.002 ↑ 0.27   (0.19 %)
Net Assets (Cr) ₹1,381 on 31 Dec 22
Category Equity - Large Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.23
Sharpe Ratio 0.02
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 Jan 18₹10,000
31 Jan 19₹9,411
31 Jan 20₹11,129
31 Jan 21₹12,660
31 Jan 22₹15,865
31 Jan 23₹16,159

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 ₹395,578.
Net Profit of ₹95,578
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 2 Feb 23

DurationReturns
1 Month -2.3%
3 Month -2.5%
6 Month 2.1%
1 Year -0.7%
3 Year 13.2%
5 Year 10.7%
10 Year
15 Year
Since launch 15.5%
Historical performance (Yearly) on absolute basis
YearReturns
2022 4.2%
2021 22.1%
2020 16.8%
2019 17.2%
2018 -4%
2017 37%
2016 -5.5%
2015 5.6%
2014 47.4%
2013 8.7%
Fund Manager information for BNP Paribas Large Cap Fund
NameSinceTenure
Jitendra Sriram16 Jun 220.54 Yr.
Miten Vora1 Dec 220.08 Yr.

Data below for BNP Paribas Large Cap Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services35.07%
Technology13.34%
Energy9.35%
Industrials8.44%
Consumer Cyclical8.41%
Consumer Defensive7.78%
Basic Materials5.49%
Health Care2.89%
Communication Services2.88%
Utility2.12%
Asset Allocation
Asset ClassValue
Cash3.86%
Equity95.78%
Debt0.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
9%₹125 Cr765,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | ICICIBANK
9%₹124 Cr1,395,000
↓ -45,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 17 | RELIANCE
7%₹101 Cr396,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY
7%₹95 Cr630,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 20 | LT
4%₹62 Cr297,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFC
4%₹52 Cr199,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | AXISBANK
4%₹50 Cr540,000
ITC Ltd (Consumer Defensive)
Equity, Since 28 Feb 18 | ITC
3%₹39 Cr1,180,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 18 | TCS
3%₹38 Cr117,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 20 | SBIN
2%₹31 Cr513,000

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 18.9% since its launch.  Ranked 14 in Large Cap category.  Return for 2022 was 3.5% , 2021 was 27.9% and 2020 was 14.2% .

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 (02 Feb 23) ₹343.27 ↑ 0.62   (0.18 %)
Net Assets (Cr) ₹22,063 on 31 Dec 22
Category Equity - Large Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.76
Sharpe Ratio -0.03
Information Ratio -0.26
Alpha Ratio -1.41
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 Jan 18₹10,000
31 Jan 19₹9,354
31 Jan 20₹10,198
31 Jan 21₹11,542
31 Jan 22₹15,011
31 Jan 23₹15,167

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 2 Feb 23

DurationReturns
1 Month -3%
3 Month -2.6%
6 Month 1.8%
1 Year -1.3%
3 Year 14.1%
5 Year 9.2%
10 Year
15 Year
Since launch 18.9%
Historical performance (Yearly) on absolute basis
YearReturns
2022 3.5%
2021 27.9%
2020 14.2%
2019 7.6%
2018 -2.9%
2017 30.6%
2016 7.4%
2015 1.1%
2014 44.7%
2013 9.3%
Fund Manager information for Aditya Birla Sun Life Frontline Equity Fund
NameSinceTenure
Mahesh Patil17 Nov 0517.13 Yr.

Data below for Aditya Birla Sun Life Frontline Equity Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services37.76%
Technology11.52%
Consumer Cyclical9.17%
Consumer Defensive7.05%
Energy6.84%
Health Care5.94%
Basic Materials5.9%
Industrials5.69%
Communication Services4.41%
Utility1.62%
Real Estate1.11%
Asset Allocation
Asset ClassValue
Cash2.66%
Equity97.34%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹1,994 Cr22,383,782
↓ -180,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
8%₹1,709 Cr10,497,547
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
7%₹1,567 Cr10,388,042
↓ -170,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
6%₹1,268 Cr4,979,005
↑ 302,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | AXISBANK
4%₹949 Cr10,162,148
↓ -1,120,838
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 08 | LT
4%₹917 Cr4,396,487
↓ -94,878
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
3%₹741 Cr9,195,251
↓ -225,940
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
3%₹700 Cr11,401,570
↓ -237,900
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 08 | HDFC
3%₹567 Cr2,147,908
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Nov 19 | ULTRACEMCO
2%₹459 Cr660,126

10. JM Large Cap Fund

(Erstwhile JM Equity Fund)

The scheme seeks to provide optimum capital growth and appreciation.

JM Large Cap Fund is a Equity - Large Cap fund was launched on 1 Apr 95. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 8.7% since its launch.  Ranked 73 in Large Cap category.  Return for 2022 was 3.4% , 2021 was 23.2% and 2020 was 18.1% .

Below is the key information for JM Large Cap Fund

JM Large Cap Fund
Growth
Launch Date 1 Apr 95
NAV (02 Feb 23) ₹101.659 ↑ 0.39   (0.38 %)
Net Assets (Cr) ₹48 on 31 Dec 22
Category Equity - Large Cap
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.46
Sharpe Ratio -0.04
Information Ratio -0.14
Alpha Ratio -2.44
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-60 Days (1%),60 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 18₹10,000
31 Jan 19₹9,686
31 Jan 20₹10,154
31 Jan 21₹11,861
31 Jan 22₹14,716
31 Jan 23₹15,203

JM Large Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for JM Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Feb 23

DurationReturns
1 Month -1.2%
3 Month -0.9%
6 Month 4.9%
1 Year 0.9%
3 Year 14.4%
5 Year 9.2%
10 Year
15 Year
Since launch 8.7%
Historical performance (Yearly) on absolute basis
YearReturns
2022 3.4%
2021 23.2%
2020 18.1%
2019 4.9%
2018 0.8%
2017 20.9%
2016 1.8%
2015 -1.3%
2014 45.5%
2013 1.7%
Fund Manager information for JM Large Cap Fund
NameSinceTenure
Satish Ramanathan20 Aug 211.36 Yr.
Asit Bhandarkar5 Oct 175.24 Yr.

Data below for JM Large Cap Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services30.32%
Technology11.58%
Consumer Cyclical11.06%
Energy10.07%
Consumer Defensive8.52%
Health Care8.48%
Basic Materials7.56%
Utility4.13%
Industrials4.08%
Communication Services1.37%
Asset Allocation
Asset ClassValue
Cash2.82%
Equity97.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 12 | HDFCBANK
7%₹3 Cr19,979
↑ 1,500
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 15 | RELIANCE
6%₹3 Cr12,103
↑ 2,900
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | AXISBANK
5%₹2 Cr26,250
Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Jun 21 | FORTIS
5%₹2 Cr82,800
↑ 8,500
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 12 | HDFC
5%₹2 Cr8,712
↑ 1,850
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 May 22 | BRITANNIA
5%₹2 Cr5,150
Infosys Ltd (Technology)
Equity, Since 30 Apr 15 | INFY
5%₹2 Cr14,248
↓ -1,800
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | ICICIBANK
4%₹2 Cr22,637
↓ -2,700
State Bank of India (Financial Services)
Equity, Since 31 Oct 11 | SBIN
4%₹2 Cr32,247
↓ -4,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 08 | LT
4%₹2 Cr9,332
↓ -5,700

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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