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Top & Best Large Cap Mutual Funds for 2018

Fincash » Mutual Funds » Best Large Cap Funds 2018

Best Large Cap Mutual Funds To Invest of 2018

Updated on November 15, 2019 , 51 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 2018, 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 2018, the top and Best Large Cap Mutual Funds are listed below.

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Top 10 Large Cap Funds of 2018 Based on Performance

FundNAVNet Assets (Cr)2018 (%)2017 (%)2016 (%)2015 (%)2014 (%)
Axis Bluechip Fund Growth ₹31.61
↓ -0.02
₹8,0506.538-3.6-1.240.8
Canara Robeco Bluechip Equity Fund Growth ₹26.71
↑ 0.12
₹2383.431.41.9-0.535.9
Edelweiss Large Cap Fund Growth ₹37.27
↑ 0.02
₹1631.733.80.40.837.7
JM Large Cap Fund Growth ₹67.5403
↑ 0.03
₹2,5130.820.91.8-1.345.5
LIC MF Large Cap Fund Growth ₹28.6403
↓ -0.04
₹2970.726.82.3-2.639.8
HDFC Top 100 Fund Growth ₹493.116
↑ 2.01
₹17,6140.1328.5-6.146.5
Reliance Large Cap Fund Growth ₹34.7341
↑ 0.23
₹12,531-0.238.42.21.154.6
Invesco India Largecap Fund Growth ₹29.4
↑ 0.06
₹199-0.428.32.84.639.5
ICICI Prudential Bluechip Fund Growth ₹43.46
↑ 0.08
₹23,019-0.832.77.7-0.241.1
Indiabulls Blue Chip Fund Growth ₹22.18
↑ 0.04
₹209-1.433.44.43.228.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Nov 19

Top Performing Best Large Cap Funds

1. Axis Bluechip Fund

(Erstwhile Axis Equity Fund)

To achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities of Large Cap companies including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Axis Bluechip Fund is a Equity - Large Cap fund was launched on 5 Jan 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.4% since its launch.  Ranked 58 in Large Cap category.  Return for 2018 was 6.5% , 2017 was 38% and 2016 was -3.6% .

Below is the key information for Axis Bluechip Fund

Axis Bluechip Fund
Growth
Launch Date 5 Jan 10
NAV (15 Nov 19) ₹31.61 ↓ -0.02   (-0.06 %)
Net Assets (Cr) ₹8,050 on 30 Sep 19
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 1.01
Information Ratio 0.65
Alpha Ratio 10.03
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 14₹10,000
31 Oct 15₹10,220
31 Oct 16₹10,908
31 Oct 17₹13,153
31 Oct 18₹13,518
31 Oct 19₹16,912

Axis 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 Axis 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 15 Nov 19

DurationReturns
1 Month 2.3%
3 Month 9.1%
6 Month 13.9%
1 Year 21.9%
3 Year 19.2%
5 Year 10.7%
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
2018 6.5%
2017 38%
2016 -3.6%
2015 -1.2%
2014 40.8%
2013 13.5%
2012 31.7%
2011 -22.6%
2010
2009
Fund Manager information for Axis Bluechip Fund
NameSinceTenure
Shreyash Devalkar23 Nov 162.77 Yr.

Data below for Axis Bluechip Fund as on 30 Sep 19

Equity Sector Allocation
SectorValue
Financial Services44.44%
Technology13.45%
Consumer Defensive10.68%
Basic Materials7.76%
Energy6.62%
Consumer Cyclical3.68%
Industrials1.98%
Health Care1.01%
Communication Services0.91%
Asset Allocation
Asset ClassValue
Cash7.24%
Equity92.76%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd
CBLO | -
10%₹837 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
9%₹738 Cr6,015,000
↑ 1,035,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK
9%₹724 Cr4,400,000
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
9%₹701 Cr8,700,000
↑ 2,930,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 500034
8%₹677 Cr1,674,293
↑ 114,293
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
8%₹644 Cr14,859,375
↑ 1,859,375
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE
7%₹533 Cr4,000,000
↑ 1,770,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
5%₹435 Cr2,340,224
↑ 160,626
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFC
4%₹346 Cr1,750,000
↑ 450,000
Asian Paints Ltd (Basic Materials)
Equity, Since 31 Aug 16 | 500820
4%₹332 Cr1,886,000
↑ 186,000

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 11.2% since its launch.  Ranked 52 in Large Cap category.  Return for 2018 was 3.4% , 2017 was 31.4% and 2016 was 1.9% .

Below is the key information for Canara Robeco Bluechip Equity Fund

Canara Robeco Bluechip Equity Fund
Growth
Launch Date 20 Aug 10
NAV (15 Nov 19) ₹26.71 ↑ 0.12   (0.45 %)
Net Assets (Cr) ₹238 on 30 Sep 19
Category Equity - Large Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.86
Sharpe Ratio 0.52
Information Ratio -0.04
Alpha Ratio 4.08
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 Oct 14₹10,000
31 Oct 15₹10,196
31 Oct 16₹11,330
31 Oct 17₹13,171
31 Oct 18₹13,319
31 Oct 19₹15,754

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 ₹385,859.
Net Profit of ₹85,859
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 15 Nov 19

DurationReturns
1 Month 4.3%
3 Month 11%
6 Month 12.5%
1 Year 16.2%
3 Year 15.7%
5 Year 9.3%
10 Year
15 Year
Since launch 11.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018 3.4%
2017 31.4%
2016 1.9%
2015 -0.5%
2014 35.9%
2013 5%
2012 28.4%
2011 -12.8%
2010
2009
Fund Manager information for Canara Robeco Bluechip Equity Fund
NameSinceTenure
Shridatta Bhandwaldar12 Jul 163.22 Yr.
Sanjay Bembalkar1 Oct 190 Yr.

Data below for Canara Robeco Bluechip Equity Fund as on 30 Sep 19

Equity Sector Allocation
SectorValue
Financial Services36.85%
Technology10.32%
Industrials10.08%
Consumer Defensive9.81%
Health Care7.34%
Energy6.11%
Consumer Cyclical5.02%
Basic Materials4.3%
Utility3.41%
Communication Services1.86%
Asset Allocation
Asset ClassValue
Cash4.9%
Equity95.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | HDFCBANK
9%₹22 Cr182,500
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
8%₹19 Cr436,600
Treps
CBLO/Reverse Repo | -
6%₹14 Cr
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
5%₹13 Cr78,950
↑ 6,500
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT
5%₹12 Cr84,250
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFC
5%₹12 Cr62,450
↑ 7,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 10 | INFY
5%₹12 Cr150,142
↑ 13,200
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 500696
4%₹10 Cr48,800
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
4%₹9 Cr137,700
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 17 | RELIANCE
4%₹9 Cr67,950

3. Edelweiss Large Cap Fund

(Erstwhile Edelweiss Large Cap Advantage Fund)

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

Edelweiss Large Cap Fund is a Equity - Large Cap fund was launched on 20 May 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.4% since its launch.  Ranked 66 in Large Cap category.  Return for 2018 was 1.7% , 2017 was 33.8% and 2016 was 0.4% .

Below is the key information for Edelweiss Large Cap Fund

Edelweiss Large Cap Fund
Growth
Launch Date 20 May 09
NAV (15 Nov 19) ₹37.27 ↑ 0.02   (0.05 %)
Net Assets (Cr) ₹163 on 30 Sep 19
Category Equity - Large Cap
AMC Edelweiss Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 1.38
Sharpe Ratio 0.24
Information Ratio -0.51
Alpha Ratio -0.27
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 14₹10,000
31 Oct 15₹10,517
31 Oct 16₹11,478
31 Oct 17₹13,557
31 Oct 18₹13,599
31 Oct 19₹15,632

Edelweiss Large Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Edelweiss Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Nov 19

DurationReturns
1 Month 4.3%
3 Month 8.3%
6 Month 9.1%
1 Year 13.8%
3 Year 14.4%
5 Year 8.9%
10 Year
15 Year
Since launch 13.4%
Historical performance (Yearly) on absolute basis
YearReturns
2018 1.7%
2017 33.8%
2016 0.4%
2015 0.8%
2014 37.7%
2013 11.1%
2012 29.8%
2011 -18.6%
2010 16%
2009
Fund Manager information for Edelweiss Large Cap Fund
NameSinceTenure
Bharat Lahoti2 May 172.5 Yr.

Data below for Edelweiss Large Cap Fund as on 30 Sep 19

Equity Sector Allocation
SectorValue
Financial Services35.24%
Technology17.11%
Consumer Defensive12.22%
Industrials6.59%
Health Care5.51%
Energy5.18%
Basic Materials4.84%
Utility3.85%
Consumer Cyclical2.96%
Asset Allocation
Asset ClassValue
Cash1.58%
Equity98.42%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFCBANK
8%₹14 Cr110,312
GlaxoSmithKline Consumer Healthcare Ltd (Consumer Defensive)
Equity, Since 30 Nov 18 | 500676
6%₹10 Cr12,059
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
6%₹10 Cr127,289
↑ 32,995
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 17 | 500034
6%₹9 Cr22,793
Clearing Corporation Of India Ltd.
CBLO | -
5%₹8 Cr
Cash Offset For Derivatives
Derivative Margin | -
5%-₹8 Cr793
↓ -74
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 15 | TCS
5%₹7 Cr35,301
↑ 1,828
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 10 | RELIANCE
4%₹7 Cr54,384
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 10 | LT
4%₹7 Cr45,880
↑ 4,243
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 18 | ICICIBANK
4%₹6 Cr148,154

4. 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 8.1% since its launch.  Ranked 73 in Large Cap category.  Return for 2018 was 0.8% , 2017 was 20.9% and 2016 was 1.8% .

Below is the key information for JM Large Cap Fund

JM Large Cap Fund
Growth
Launch Date 1 Apr 95
NAV (15 Nov 19) ₹67.5403 ↑ 0.03   (0.05 %)
Net Assets (Cr) ₹2,513 on 30 Sep 19
Category Equity - Large Cap
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.01
Sharpe Ratio -0.25
Information Ratio -1.08
Alpha Ratio -3.36
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 Oct 14₹10,000
31 Oct 15₹10,278
31 Oct 16₹10,724
31 Oct 17₹12,294
31 Oct 18₹12,278
31 Oct 19₹12,981

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 ₹349,120.
Net Profit of ₹49,120
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 15 Nov 19

DurationReturns
1 Month 1.6%
3 Month 3.3%
6 Month 3%
1 Year 4.8%
3 Year 8.4%
5 Year 5%
10 Year
15 Year
Since launch 8.1%
Historical performance (Yearly) on absolute basis
YearReturns
2018 0.8%
2017 20.9%
2016 1.8%
2015 -1.3%
2014 45.5%
2013 1.7%
2012 29.5%
2011 -31%
2010 12.9%
2009 60.4%
Fund Manager information for JM Large Cap Fund
NameSinceTenure
Asit Bhandarkar5 Oct 171.32 Yr.
Chaitanya Choksi1 Aug 144.51 Yr.

Data below for JM Large Cap Fund as on 30 Sep 19

Equity Sector Allocation
SectorValue
Financial Services35.02%
Energy11.4%
Technology10.2%
Consumer Defensive6.82%
Basic Materials6.75%
Consumer Cyclical3.42%
Health Care2.4%
Industrials2.24%
Communication Services1.21%
Utility1.14%
Asset Allocation
Asset ClassValue
Cash60.34%
Equity39.58%
Debt0.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cash Offset For Derivatives
Derivative Margin | -
41%₹1,031 Cr103,113
↑ 619
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 15 | RELIANCE
9%₹227 Cr1,700,317
↓ -38,200
Treps
CBLO/Reverse Repo | -
7%₹186 Cr00
Idfc First Bank Ltd.
Certificate of Deposit | -
7%₹168 Cr
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 12 | HDFC
6%₹162 Cr819,809
↑ 50,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 12 | HDFCBANK
6%₹153 Cr1,242,680
↓ -357,300
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | ICICIBANK
6%₹144 Cr3,331,705
↑ 824,750
Reliance Industries Ltd. - Oct - 2019
Derivatives | -
5%-₹130 Cr972,000
↑ 972,000
ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 15 | ITC
5%₹120 Cr4,636,251
↓ -126,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
5%₹119 Cr1,733,855
↑ 320,730

5. LIC MF Large Cap Fund

(Erstwhile LIC MF Growth Fund)

An open ended pure Growth scheme seeking to provide capital growth by investing mainly in equity instruments and also in debt and other permitted instruments of capital and money markets. The investment portfolio of the scheme will be constantly monitored and reviewed to optimize capital growth. However, there is no assurance that the investment objective of the Scheme will be realised.

LIC MF Large Cap Fund is a Equity - Large Cap fund was launched on 3 Feb 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.2% since its launch.  Ranked 66 in Large Cap category.  Return for 2018 was 0.7% , 2017 was 26.8% and 2016 was 2.3% .

Below is the key information for LIC MF Large Cap Fund

LIC MF Large Cap Fund
Growth
Launch Date 3 Feb 99
NAV (15 Nov 19) ₹28.6403 ↓ -0.04   (-0.12 %)
Net Assets (Cr) ₹297 on 30 Sep 19
Category Equity - Large Cap
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.67
Sharpe Ratio 0.7
Information Ratio -0.57
Alpha Ratio 6.78
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 Oct 14₹10,000
31 Oct 15₹10,563
31 Oct 16₹11,382
31 Oct 17₹13,080
31 Oct 18₹12,386
31 Oct 19₹14,954

LIC MF 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 ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for LIC MF 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 15 Nov 19

DurationReturns
1 Month 4.1%
3 Month 10.2%
6 Month 13.3%
1 Year 18.1%
3 Year 13.1%
5 Year 7.7%
10 Year
15 Year
Since launch 10.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018 0.7%
2017 26.8%
2016 2.3%
2015 -2.6%
2014 39.8%
2013 7.4%
2012 28.3%
2011 -26.9%
2010 17.5%
2009 79.2%
Fund Manager information for LIC MF Large Cap Fund
NameSinceTenure
Sachin Relekar5 Mar 154.66 Yr.
Ritu Modi1 Nov 190 Yr.

Data below for LIC MF Large Cap Fund as on 30 Sep 19

Equity Sector Allocation
SectorValue
Financial Services44.27%
Consumer Defensive12.8%
Technology12.13%
Consumer Cyclical9.76%
Basic Materials5.64%
Energy5.08%
Industrials1.94%
Health Care0.46%
Asset Allocation
Asset ClassValue
Cash9.77%
Equity90.21%
Debt0.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps
CBLO/Reverse Repo | -
10%₹29 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK
9%₹27 Cr222,480
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 29 Feb 16 | KOTAKBANK
8%₹23 Cr141,900
↑ 9,400
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | ICICIBANK
7%₹21 Cr494,200
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Apr 18 | 500034
7%₹20 Cr48,500
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 17 | 532978
6%₹19 Cr22,483
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
6%₹19 Cr88,400
↑ 6,600
Infosys Ltd (Technology)
Equity, Since 31 Dec 09 | INFY
6%₹18 Cr224,960
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Oct 16 | HDFC
5%₹16 Cr79,650
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 18 | RELIANCE
5%₹14 Cr106,100

6. HDFC Top 100 Fund

(Erstwhile HDFC Top 200)

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

HDFC Top 100 Fund is a Equity - Large Cap fund was launched on 11 Oct 96. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.5% since its launch.  Ranked 43 in Large Cap category.  Return for 2018 was 0.1% , 2017 was 32% and 2016 was 8.5% .

Below is the key information for HDFC Top 100 Fund

HDFC Top 100 Fund
Growth
Launch Date 11 Oct 96
NAV (15 Nov 19) ₹493.116 ↑ 2.01   (0.41 %)
Net Assets (Cr) ₹17,614 on 30 Sep 19
Category Equity - Large Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.12
Sharpe Ratio 0.11
Information Ratio -0.33
Alpha Ratio -1.19
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 Oct 14₹10,000
31 Oct 15₹9,651
31 Oct 16₹10,949
31 Oct 17₹13,479
31 Oct 18₹13,267
31 Oct 19₹14,598

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 ₹367,070.
Net Profit of ₹67,070
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 15 Nov 19

DurationReturns
1 Month 4.8%
3 Month 5.7%
6 Month 3.6%
1 Year 7.3%
3 Year 11.7%
5 Year 7.4%
10 Year
15 Year
Since launch 19.5%
Historical performance (Yearly) on absolute basis
YearReturns
2018 0.1%
2017 32%
2016 8.5%
2015 -6.1%
2014 46.5%
2013 4%
2012 32.4%
2011 -24.3%
2010 25.1%
2009 94.5%
Fund Manager information for HDFC Top 100 Fund
NameSinceTenure
Prashant Jain19 Jun 0316.29 Yr.
Chirag Dagli31 Jul 190.17 Yr.

Data below for HDFC Top 100 Fund as on 30 Sep 19

Equity Sector Allocation
SectorValue
Financial Services36.21%
Energy14.83%
Technology13.6%
Industrials9.83%
Utility8.64%
Basic Materials7.65%
Consumer Defensive5.15%
Health Care3.3%
Asset Allocation
Asset ClassValue
Cash0.59%
Equity99.4%
Other0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 06 | RELIANCE
9%₹1,619 Cr11,055,764
↓ -436,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
8%₹1,464 Cr11,896,294
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 05 | ICICIBANK
8%₹1,447 Cr31,243,853
↓ -4,752,000
State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN
7%₹1,251 Cr40,056,500
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 06 | LT
7%₹1,218 Cr8,265,828
↑ 882,000
Infosys Ltd (Technology)
Equity, Since 31 Aug 04 | INFY
6%₹1,022 Cr14,909,954
↓ -1,350,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC
5%₹951 Cr36,915,140
↑ 2,000,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 05 | TCS
4%₹736 Cr3,241,062
NTPC Ltd (Utilities)
Equity, Since 30 Jun 15 | 532555
4%₹675 Cr55,170,537
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | 532215
3%₹601 Cr8,155,405

7. Reliance 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.

Reliance 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 10.7% since its launch.  Ranked 20 in Large Cap category.  Return for 2018 was -0.2% , 2017 was 38.4% and 2016 was 2.2% .

Below is the key information for Reliance Large Cap Fund

Reliance Large Cap Fund
Growth
Launch Date 8 Aug 07
NAV (15 Nov 19) ₹34.7341 ↑ 0.23   (0.68 %)
Net Assets (Cr) ₹12,531 on 30 Sep 19
Category Equity - Large Cap
AMC Reliance Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.49
Sharpe Ratio 0.07
Information Ratio -0.24
Alpha Ratio -1.71
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 Oct 14₹10,000
31 Oct 15₹10,454
31 Oct 16₹11,449
31 Oct 17₹14,188
31 Oct 18₹14,258
31 Oct 19₹15,585

Reliance 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 ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Reliance 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 15 Nov 19

DurationReturns
1 Month 4.9%
3 Month 8.5%
6 Month 3.4%
1 Year 6.2%
3 Year 12.5%
5 Year 8.7%
10 Year
15 Year
Since launch 10.7%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -0.2%
2017 38.4%
2016 2.2%
2015 1.1%
2014 54.6%
2013 4.2%
2012 41%
2011 -26.4%
2010 19.4%
2009 73.4%
Fund Manager information for Reliance Large Cap Fund
NameSinceTenure
Sailesh Raj Bhan8 Aug 0712.15 Yr.
Kinjal Desai25 May 181.35 Yr.

Data below for Reliance Large Cap Fund as on 30 Sep 19

Equity Sector Allocation
SectorValue
Financial Services30.86%
Industrials18.09%
Consumer Cyclical14.64%
Energy7.58%
Health Care7.58%
Technology7.26%
Consumer Defensive5.71%
Basic Materials3.06%
Utility2.44%
Communication Services2.26%
Asset Allocation
Asset ClassValue
Cash0.88%
Equity98.97%
Other0.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
8%₹954 Cr22,000,000
↓ -1,500,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
7%₹859 Cr7,001,222
State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN
7%₹839 Cr31,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT
7%₹826 Cr5,600,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC
6%₹754 Cr29,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | 532215
5%₹603 Cr8,800,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY
4%₹540 Cr6,700,884
↓ -868
Bank of Baroda (Financial Services)
Equity, Since 31 Jul 18 | 532134
3%₹391 Cr42,000,000
↑ 1,000,000
Siemens Ltd (Industrials)
Equity, Since 30 Sep 18 | 500550
3%₹379 Cr2,500,000
↑ 100,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
3%₹347 Cr2,085,654
↑ 335,446

8. 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 11.1% since its launch.  Ranked 39 in Large Cap category.  Return for 2018 was -0.4% , 2017 was 28.3% and 2016 was 2.8% .

Below is the key information for Invesco India Largecap Fund

Invesco India Largecap Fund
Growth
Launch Date 21 Aug 09
NAV (15 Nov 19) ₹29.4 ↑ 0.06   (0.20 %)
Net Assets (Cr) ₹199 on 30 Sep 19
Category Equity - Large Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.58
Sharpe Ratio 0.18
Information Ratio -1.21
Alpha Ratio -1.01
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 Oct 14₹10,000
31 Oct 15₹10,633
31 Oct 16₹11,662
31 Oct 17₹13,575
31 Oct 18₹13,302
31 Oct 19₹14,995

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 ₹376,357.
Net Profit of ₹76,357
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 15 Nov 19

DurationReturns
1 Month 4.4%
3 Month 7.3%
6 Month 7.7%
1 Year 12.5%
3 Year 11.9%
5 Year 8.3%
10 Year
15 Year
Since launch 11.1%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -0.4%
2017 28.3%
2016 2.8%
2015 4.6%
2014 39.5%
2013 9.2%
2012 24.3%
2011 -21.9%
2010 17.7%
2009
Fund Manager information for Invesco India Largecap Fund
NameSinceTenure
Amit Ganatra29 Mar 181.01 Yr.
Nitin Gosar29 Mar 181.01 Yr.

Data below for Invesco India Largecap Fund as on 30 Sep 19

Equity Sector Allocation
SectorValue
Financial Services36.67%
Technology13.87%
Energy10.72%
Consumer Defensive9.65%
Health Care8.79%
Industrials7.57%
Consumer Cyclical5.94%
Basic Materials3.12%
Utility1.72%
Asset Allocation
Asset ClassValue
Cash1.95%
Equity98.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | HDFCBANK
10%₹20 Cr163,176
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
10%₹20 Cr148,042
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Sep 09 | HDFC
9%₹17 Cr86,090
Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY
8%₹15 Cr191,567
↑ 6,537
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 18 | ITC
7%₹14 Cr530,170
Triparty Repo
CBLO/Reverse Repo | -
7%₹13 Cr
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 18 | LT
6%₹13 Cr85,420
↓ -6,521
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
6%₹12 Cr280,930
↑ 280,930
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 18 | TCS
6%₹11 Cr53,543
↓ -13,850
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 19 | KOTAKBANK
5%₹10 Cr62,856
↑ 04

9. 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 13.7% since its launch.  Ranked 21 in Large Cap category.  Return for 2018 was -0.8% , 2017 was 32.7% and 2016 was 7.7% .

Below is the key information for ICICI Prudential Bluechip Fund

ICICI Prudential Bluechip Fund
Growth
Launch Date 23 May 08
NAV (15 Nov 19) ₹43.46 ↑ 0.08   (0.18 %)
Net Assets (Cr) ₹23,019 on 30 Sep 19
Category Equity - Large Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.3
Sharpe Ratio 0.13
Information Ratio -0.35
Alpha Ratio -0.89
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 Oct 14₹10,000
31 Oct 15₹10,145
31 Oct 16₹11,390
31 Oct 17₹14,008
31 Oct 18₹13,860
31 Oct 19₹15,321

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 ₹376,357.
Net Profit of ₹76,357
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 15 Nov 19

DurationReturns
1 Month 3.2%
3 Month 7.9%
6 Month 6.8%
1 Year 9%
3 Year 12.4%
5 Year 8.8%
10 Year
15 Year
Since launch 13.7%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -0.8%
2017 32.7%
2016 7.7%
2015 -0.2%
2014 41.1%
2013 10.2%
2012 26.8%
2011 -16.4%
2010 27.1%
2009 91.2%
Fund Manager information for ICICI Prudential Bluechip Fund
NameSinceTenure
Rajat Chandak14 Jul 171.63 Yr.
Priyanka Khandelwal15 Jun 171.71 Yr.
Anish Tawakley5 Sep 180.48 Yr.

Data below for ICICI Prudential Bluechip Fund as on 30 Sep 19

Equity Sector Allocation
SectorValue
Financial Services32.1%
Technology10.52%
Consumer Cyclical7.91%
Basic Materials7.76%
Energy7.59%
Consumer Defensive6.57%
Industrials5.99%
Utility4.85%
Communication Services4.29%
Health Care1.94%
Asset Allocation
Asset ClassValue
Cash5.96%
Equity93.93%
Debt0.01%
Other0.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
9%₹2,156 Cr17,561,180
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
7%₹1,598 Cr19,840,238
↑ 1,721,850
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK
6%₹1,475 Cr34,000,000
Net Current Assets
Net Current Assets | -
5%-₹1,073 Cr
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
5%₹1,069 Cr15,601,708
↑ 4,748,917
Nifty 50 Index
- | -
5%₹1,064 Cr922,575
↑ 150,000
HOUSING DEVELOPMENT FINANCE CORPORATION LIMITED
Commercial Paper | -
4%₹999 Cr20,000
↑ 20,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | BHARTIARTL
4%₹932 Cr25,396,804
Treps
CBLO/Reverse Repo | -
4%₹909 Cr
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 08 | RELIANCE
4%₹837 Cr6,285,943
↑ 403,056

10. 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 10.8% since its launch.  Ranked 22 in Large Cap category.  Return for 2018 was -1.4% , 2017 was 33.4% and 2016 was 4.4% .

Below is the key information for Indiabulls Blue Chip Fund

Indiabulls Blue Chip Fund
Growth
Launch Date 10 Feb 12
NAV (15 Nov 19) ₹22.18 ↑ 0.04   (0.18 %)
Net Assets (Cr) ₹209 on 30 Sep 19
Category Equity - Large Cap
AMC Indiabulls Asset Management Company Ltd.
Rating
Risk Moderately High
Expense Ratio 2.49
Sharpe Ratio 0.27
Information Ratio -0.56
Alpha Ratio 0.09
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 Oct 14₹10,000
31 Oct 15₹10,639
31 Oct 16₹12,019
31 Oct 17₹14,231
31 Oct 18₹13,736
31 Oct 19₹15,891

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 ₹385,859.
Net Profit of ₹85,859
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 15 Nov 19

DurationReturns
1 Month 5.2%
3 Month 9.7%
6 Month 9%
1 Year 13.3%
3 Year 13.7%
5 Year 9.5%
10 Year
15 Year
Since launch 10.8%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -1.4%
2017 33.4%
2016 4.4%
2015 3.2%
2014 28.7%
2013 4%
2012
2011
2010
2009
Fund Manager information for Indiabulls Blue Chip Fund
NameSinceTenure
Veekesh Gandhi29 Oct 180.59 Yr.

Data below for Indiabulls Blue Chip Fund as on 30 Sep 19

Equity Sector Allocation
SectorValue
Financial Services47.33%
Consumer Defensive10.75%
Energy10.49%
Technology9.42%
Industrials4.37%
Consumer Cyclical3.56%
Utility3.06%
Basic Materials1.53%
Health Care1.17%
Asset Allocation
Asset ClassValue
Cash8.31%
Equity91.67%
Debt0.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | HDFCBANK
12%₹24 Cr196,802
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 15 | RELIANCE
10%₹22 Cr164,120
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
9%₹19 Cr431,223
↓ -50,000
Ccil
CBLO/Reverse Repo | -
8%₹18 Cr17,620
↑ 17,620
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 17 | TCS
6%₹13 Cr61,406
↓ -9,400
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 17 | KOTAKBANK
6%₹11 Cr69,830
↓ -6,800
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 17 | HDFC
5%₹11 Cr57,698
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
5%₹11 Cr160,022
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
4%₹9 Cr61,739
↓ -14,100
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 19 | ITC
4%₹9 Cr345,000

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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