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9 Best Performing Large Cap Funds SIP Investments 2025 | Fincash.com

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9 Best Large Cap Funds to Invest in SIP 2025

Updated on June 28, 2025 , 17034 views

Large cap funds are one of the most considered options in the equity category. Over the years, some of the best performing large cap funds have provided consistent returns to the investors. Large cap funds are those Mutual Fund schemes that invest in stocks of large sized companies. Such large companies have a Market Capitalization (MC= no of shares issued by the company X market price per share) of more than INR 1000 Crore. These are the firms that are well-established in the market and are leading players in their Industry sectors. Top large cap SIP funds are known for its long-term stable returns as they have the ability to minimise the downside risk during volatile market conditions. Hence, here are some of the Best Large Cap Funds to invest in SIP 2025 – 2026.

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Large Cap Mutual Fund SIP

Best Performing Large Cap Funds for SIP Investment FY 25 - 26

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Nippon India Large Cap Fund Growth ₹91.7879
↓ -0.24
₹41,750 100 106.56.925.226.918.2
DSP BlackRock TOP 100 Equity Growth ₹480.035
↓ -1.11
₹6,036 500 7.16.810.323.42120.5
ICICI Prudential Bluechip Fund Growth ₹111.63
↓ -0.51
₹69,763 100 8.57.67.922.72416.9
Invesco India Largecap Fund Growth ₹70.87
↓ -0.19
₹1,488 100 12.35.47.42221.820
IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05
₹655 500 9.212.515.421.912.6
HDFC Top 100 Fund Growth ₹1,154.16
↓ -5.58
₹37,716 300 7.15.64.321.123.411.6
BNP Paribas Large Cap Fund Growth ₹224.377
↓ -0.62
₹2,614 300 8.53.52.720.820.820.1
IDFC Large Cap Fund Growth ₹77.57
↓ -0.18
₹1,862 100 9.14.5620.820.818.7
JM Large Cap Fund Growth ₹156.08
↓ -0.17
₹526 500 9.12-2.220.718.915.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Jun 25
*Above is list of best Large Cap funds having AUM/Net Assets above 500 Crore and managing funds for 5 or more years. Sorted on Last 3 Year Return.

1. Nippon India Large Cap Fund

(Erstwhile Reliance Top 200 Fund)

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

Nippon India Large Cap Fund is a Equity - Large Cap fund was launched on 8 Aug 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.2% since its launch.  Ranked 20 in Large Cap category.  Return for 2024 was 18.2% , 2023 was 32.1% and 2022 was 11.3% .

Below is the key information for Nippon India Large Cap Fund

Nippon India Large Cap Fund
Growth
Launch Date 8 Aug 07
NAV (30 Jun 25) ₹91.7879 ↓ -0.24   (-0.27 %)
Net Assets (Cr) ₹41,750 on 31 May 25
Category Equity - Large Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.7
Sharpe Ratio 0.26
Information Ratio 2.01
Alpha Ratio -0.23
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹15,877
30 Jun 22₹16,794
30 Jun 23₹22,142
30 Jun 24₹30,855

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 ₹584,107.
Net Profit of ₹284,107
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 30 Jun 25

DurationReturns
1 Month 3.1%
3 Month 10%
6 Month 6.5%
1 Year 6.9%
3 Year 25.2%
5 Year 26.9%
10 Year
15 Year
Since launch 13.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2015 1.1%
Fund Manager information for Nippon India Large Cap Fund
NameSinceTenure
Sailesh Raj Bhan8 Aug 0717.83 Yr.
Kinjal Desai25 May 187.02 Yr.
Bhavik Dave19 Aug 240.78 Yr.

Data below for Nippon India Large Cap Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services34.51%
Consumer Cyclical14.03%
Industrials10.26%
Consumer Defensive8.54%
Energy7.83%
Technology7.14%
Basic Materials6.26%
Utility5.17%
Health Care3.41%
Communication Services0.23%
Asset Allocation
Asset ClassValue
Cash2%
Equity98%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
9%₹3,606 Cr18,540,367
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
7%₹2,989 Cr21,036,077
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
6%₹2,458 Cr17,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | AXISBANK
5%₹1,966 Cr16,489,098
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT
4%₹1,617 Cr4,400,529
State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN
3%₹1,438 Cr17,700,644
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 21 | BAJFINANCE
3%₹1,428 Cr1,555,711
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC
3%₹1,287 Cr30,791,313
↑ 16,721,265
GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Jun 12 | 522275
3%₹1,172 Cr5,229,540
Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY
3%₹1,063 Cr6,800,494

2. DSP BlackRock TOP 100 Equity

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.

DSP BlackRock TOP 100 Equity is a Equity - Large Cap fund was launched on 10 Mar 03. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19% since its launch.  Ranked 60 in Large Cap category.  Return for 2024 was 20.5% , 2023 was 26.6% and 2022 was 1.4% .

Below is the key information for DSP BlackRock TOP 100 Equity

DSP BlackRock TOP 100 Equity
Growth
Launch Date 10 Mar 03
NAV (30 Jun 25) ₹480.035 ↓ -1.11   (-0.23 %)
Net Assets (Cr) ₹6,036 on 31 May 25
Category Equity - Large Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 0.66
Information Ratio 1
Alpha Ratio 5.37
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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹14,836
30 Jun 22₹13,812
30 Jun 23₹17,330
30 Jun 24₹23,514

DSP BlackRock TOP 100 Equity SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for DSP BlackRock TOP 100 Equity

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jun 25

DurationReturns
1 Month 1.8%
3 Month 7.1%
6 Month 6.8%
1 Year 10.3%
3 Year 23.4%
5 Year 21%
10 Year
15 Year
Since launch 19%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2015 -2.3%
Fund Manager information for DSP BlackRock TOP 100 Equity
NameSinceTenure
Abhishek Singh1 Jun 223 Yr.

Data below for DSP BlackRock TOP 100 Equity as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services43.95%
Consumer Cyclical13.14%
Health Care6.64%
Technology5.77%
Utility5.53%
Consumer Defensive4.87%
Energy3.84%
Communication Services1.4%
Basic Materials1.26%
Industrials1.05%
Asset Allocation
Asset ClassValue
Cash12.54%
Equity87.46%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
9%₹555 Cr2,855,081
↑ 156,348
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | ICICIBANK
8%₹495 Cr3,420,782
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | M&M
5%₹298 Cr1,002,342
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 21 | ITC
5%₹294 Cr7,025,441
↑ 200,359
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | AXISBANK
5%₹283 Cr2,375,515
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | SBILIFE
5%₹275 Cr1,520,172
↑ 48,619
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 24 | KOTAKBANK
4%₹271 Cr1,306,305
↑ 290,358
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 22 | BAJFINANCE
4%₹252 Cr274,515
Cipla Ltd (Healthcare)
Equity, Since 30 Jun 20 | CIPLA
4%₹234 Cr1,594,830
↑ 139,826
NTPC Ltd (Utilities)
Equity, Since 30 Nov 23 | NTPC
4%₹213 Cr6,390,400
↑ 852,920

3. ICICI Prudential Bluechip Fund

(Erstwhile ICICI Prudential Focused Bluechip Equity Fund)

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

ICICI Prudential Bluechip Fund is a Equity - Large Cap fund was launched on 23 May 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.1% since its launch.  Ranked 21 in Large Cap category.  Return for 2024 was 16.9% , 2023 was 27.4% and 2022 was 6.9% .

Below is the key information for ICICI Prudential Bluechip Fund

ICICI Prudential Bluechip Fund
Growth
Launch Date 23 May 08
NAV (30 Jun 25) ₹111.63 ↓ -0.51   (-0.45 %)
Net Assets (Cr) ₹69,763 on 31 May 25
Category Equity - Large Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.69
Sharpe Ratio 0.34
Information Ratio 1.25
Alpha Ratio 2.02
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹15,204
30 Jun 22₹15,881
30 Jun 23₹19,643
30 Jun 24₹27,184

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 ₹556,833.
Net Profit of ₹256,833
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 30 Jun 25

DurationReturns
1 Month 2.8%
3 Month 8.5%
6 Month 7.6%
1 Year 7.9%
3 Year 22.7%
5 Year 24%
10 Year
15 Year
Since launch 15.1%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2015 -0.2%
Fund Manager information for ICICI Prudential Bluechip Fund
NameSinceTenure
Anish Tawakley5 Sep 186.74 Yr.
Vaibhav Dusad18 Jan 214.37 Yr.
Sharmila D’mello31 Jul 222.84 Yr.

Data below for ICICI Prudential Bluechip Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services29.61%
Industrials10.6%
Consumer Cyclical9.75%
Energy9.58%
Basic Materials6.77%
Technology5.91%
Health Care5.25%
Communication Services4.54%
Consumer Defensive4.3%
Utility3.4%
Real Estate1.24%
Asset Allocation
Asset ClassValue
Cash8.63%
Equity91.27%
Other0.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
10%₹6,742 Cr34,665,562
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK
9%₹6,270 Cr43,364,687
↑ 600,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 08 | RELIANCE
6%₹4,462 Cr31,400,781
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 12 | LT
6%₹4,365 Cr11,876,248
↑ 650
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | BHARTIARTL
4%₹3,101 Cr16,706,913
↑ 380,718
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | AXISBANK
4%₹3,004 Cr25,197,029
↑ 892,821
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 16 | MARUTI
4%₹2,905 Cr2,358,549
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 17 | ULTRACEMCO
4%₹2,657 Cr2,370,478
↓ -26,405
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
3%₹2,411 Cr15,429,639
↑ 300,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Jul 15 | SUNPHARMA
3%₹1,895 Cr11,295,632
↑ 477,472

4. Invesco India Largecap Fund

(Erstwhile Invesco India Business Leaders Fund)

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

Invesco India Largecap Fund is a Equity - Large Cap fund was launched on 21 Aug 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.1% since its launch.  Ranked 39 in Large Cap category.  Return for 2024 was 20% , 2023 was 27.8% and 2022 was -3% .

Below is the key information for Invesco India Largecap Fund

Invesco India Largecap Fund
Growth
Launch Date 21 Aug 09
NAV (30 Jun 25) ₹70.87 ↓ -0.19   (-0.27 %)
Net Assets (Cr) ₹1,488 on 31 May 25
Category Equity - Large Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.21
Sharpe Ratio 0.3
Information Ratio 0.62
Alpha Ratio 2.05
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹14,726
30 Jun 22₹14,734
30 Jun 23₹18,221
30 Jun 24₹24,923

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 ₹518,033.
Net Profit of ₹218,033
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 30 Jun 25

DurationReturns
1 Month 4%
3 Month 12.3%
6 Month 5.4%
1 Year 7.4%
3 Year 22%
5 Year 21.8%
10 Year
15 Year
Since launch 13.1%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2015 4.6%
Fund Manager information for Invesco India Largecap Fund
NameSinceTenure
Amit Nigam3 Sep 204.75 Yr.
Hiten Jain1 Dec 231.5 Yr.

Data below for Invesco India Largecap Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services31.56%
Consumer Cyclical16.12%
Industrials10.82%
Technology10.19%
Consumer Defensive6.79%
Health Care6.73%
Energy6.42%
Communication Services4%
Utility2.34%
Basic Materials2.32%
Real Estate1.04%
Asset Allocation
Asset ClassValue
Cash1.68%
Equity98.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | HDFCBANK
9%₹129 Cr661,467
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
7%₹108 Cr747,101
Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY
5%₹70 Cr446,588
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
4%₹60 Cr424,891
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL
4%₹59 Cr320,404
Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 25 | BAJFINANCE
4%₹59 Cr64,758
↑ 14,044
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 25 | KOTAKBANK
3%₹45 Cr219,008
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | AXISBANK
3%₹44 Cr372,088
↓ -55,999
Titan Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | TITAN
3%₹41 Cr114,075
Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | EICHERMOT
3%₹40 Cr74,457

5. IDBI India Top 100 Equity Fund

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

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

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

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

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹15,400
30 Jun 22₹15,461
30 Jun 23₹19,038

IDBI India Top 100 Equity Fund SIP Returns

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

Returns for IDBI India Top 100 Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jun 25

DurationReturns
1 Month 3%
3 Month 9.2%
6 Month 12.5%
1 Year 15.4%
3 Year 21.9%
5 Year 12.6%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Fund Manager information for IDBI India Top 100 Equity Fund
NameSinceTenure

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

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

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 18.8% since its launch.  Ranked 43 in Large Cap category.  Return for 2024 was 11.6% , 2023 was 30% and 2022 was 10.6% .

Below is the key information for HDFC Top 100 Fund

HDFC Top 100 Fund
Growth
Launch Date 11 Oct 96
NAV (30 Jun 25) ₹1,154.16 ↓ -5.58   (-0.48 %)
Net Assets (Cr) ₹37,716 on 31 May 25
Category Equity - Large Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.67
Sharpe Ratio 0.05
Information Ratio 0.83
Alpha Ratio -2
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹15,489
30 Jun 22₹16,108
30 Jun 23₹20,358
30 Jun 24₹27,431

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 ₹543,623.
Net Profit of ₹243,623
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 30 Jun 25

DurationReturns
1 Month 3.1%
3 Month 7.1%
6 Month 5.6%
1 Year 4.3%
3 Year 21.1%
5 Year 23.4%
10 Year
15 Year
Since launch 18.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 11.6%
2023 30%
2022 10.6%
2021 28.5%
2020 5.9%
2019 7.7%
2018 0.1%
2017 32%
2016 8.5%
2015 -6.1%
Fund Manager information for HDFC Top 100 Fund
NameSinceTenure
Rahul Baijal29 Jul 222.84 Yr.
Dhruv Muchhal22 Jun 231.95 Yr.

Data below for HDFC Top 100 Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services34.01%
Consumer Cyclical12.71%
Industrials8.17%
Energy7.49%
Technology7.29%
Health Care6.74%
Communication Services5.87%
Consumer Defensive5.85%
Utility4.34%
Basic Materials3.39%
Real Estate0.63%
Asset Allocation
Asset ClassValue
Cash3.25%
Equity96.75%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 05 | ICICIBANK
10%₹3,761 Cr26,015,474
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
10%₹3,720 Cr19,126,319
↓ -1,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL
6%₹2,213 Cr11,921,785
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 06 | RELIANCE
6%₹2,110 Cr14,850,234
↑ 1,300,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | AXISBANK
5%₹2,035 Cr17,068,255
NTPC Ltd (Utilities)
Equity, Since 30 Jun 15 | NTPC
4%₹1,635 Cr48,969,743
↓ -700,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 23 | KOTAKBANK
4%₹1,523 Cr7,341,626
Infosys Ltd (Technology)
Equity, Since 31 Aug 04 | INFY
4%₹1,346 Cr8,613,818
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 06 | LT
3%₹1,313 Cr3,572,531
↓ -330,000
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Aug 20 | TATAMOTORS
3%₹1,234 Cr17,156,512

7. BNP Paribas Large Cap Fund

(Erstwhile BNP Paribas Equity Fund)

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

BNP Paribas Large Cap Fund is a Equity - Large Cap fund was launched on 23 Sep 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.2% since its launch.  Ranked 38 in Large Cap category.  Return for 2024 was 20.1% , 2023 was 24.8% and 2022 was 4.2% .

Below is the key information for BNP Paribas Large Cap Fund

BNP Paribas Large Cap Fund
Growth
Launch Date 23 Sep 04
NAV (30 Jun 25) ₹224.377 ↓ -0.62   (-0.28 %)
Net Assets (Cr) ₹2,614 on 31 May 25
Category Equity - Large Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 0.06
Information Ratio 0.72
Alpha Ratio -2.15
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹14,496
30 Jun 22₹14,596
30 Jun 23₹17,727
30 Jun 24₹25,062

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 ₹505,644.
Net Profit of ₹205,644
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 30 Jun 25

DurationReturns
1 Month 2.8%
3 Month 8.5%
6 Month 3.5%
1 Year 2.7%
3 Year 20.8%
5 Year 20.8%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2015 5.6%
Fund Manager information for BNP Paribas Large Cap Fund
NameSinceTenure
Jitendra Sriram16 Jun 222.96 Yr.
Kushant Arora21 Oct 240.61 Yr.

Data below for BNP Paribas Large Cap Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services28.97%
Industrials11.52%
Consumer Cyclical9.8%
Technology9.01%
Energy8.61%
Consumer Defensive8.02%
Health Care5.43%
Basic Materials4.76%
Utility4.61%
Communication Services3.87%
Asset Allocation
Asset ClassValue
Cash4.88%
Equity94.14%
Debt0.98%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
8%₹215 Cr1,107,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | ICICIBANK
7%₹195 Cr1,350,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 17 | RELIANCE
6%₹153 Cr1,080,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | KOTAKBANK
4%₹103 Cr495,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 20 | LT
4%₹99 Cr270,000
Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 23 | POWERINDIA
4%₹92 Cr47,700
↓ -1,800
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 18 | TCS
3%₹81 Cr234,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY
3%₹76 Cr486,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 29 Feb 08 | BHARTIARTL
3%₹75 Cr405,000
ITC Ltd (Consumer Defensive)
Equity, Since 28 Feb 18 | ITC
2%₹60 Cr1,440,000

8. IDFC Large Cap Fund

(Erstwhile IDFC Equity Fund)

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

IDFC Large Cap Fund is a Equity - Large Cap fund was launched on 9 Jun 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.3% since its launch.  Ranked 57 in Large Cap category.  Return for 2024 was 18.7% , 2023 was 26.8% and 2022 was -2.3% .

Below is the key information for IDFC Large Cap Fund

IDFC Large Cap Fund
Growth
Launch Date 9 Jun 06
NAV (30 Jun 25) ₹77.57 ↓ -0.18   (-0.24 %)
Net Assets (Cr) ₹1,862 on 31 May 25
Category Equity - Large Cap
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.13
Sharpe Ratio 0.3
Information Ratio 0.32
Alpha Ratio 0.38
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹14,698
30 Jun 22₹14,583
30 Jun 23₹17,910
30 Jun 24₹24,252

IDFC Large Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for IDFC Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jun 25

DurationReturns
1 Month 3.4%
3 Month 9.1%
6 Month 4.5%
1 Year 6%
3 Year 20.8%
5 Year 20.8%
10 Year
15 Year
Since launch 11.3%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2015 -5.7%
Fund Manager information for IDFC Large Cap Fund
NameSinceTenure
Manish Gunwani2 Dec 240.5 Yr.
Prateek Poddar2 Dec 240.5 Yr.
Ritika Behera7 Oct 231.65 Yr.
Gaurav Satra7 Jun 240.98 Yr.

Data below for IDFC Large Cap Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services31.31%
Technology12.33%
Consumer Cyclical12.33%
Energy7.71%
Industrials6.93%
Health Care6.29%
Consumer Defensive6.02%
Basic Materials5.66%
Utility4.63%
Real Estate2.94%
Communication Services2.76%
Asset Allocation
Asset ClassValue
Cash1.08%
Equity98.92%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 07 | HDFCBANK
9%₹174 Cr894,287
↓ -13,680
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
8%₹150 Cr1,036,390
↓ -172,338
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE
8%₹144 Cr1,011,010
↓ -43,063
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 22 | AXISBANK
5%₹85 Cr714,765
↑ 176,795
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
4%₹73 Cr209,743
↓ -21,331
NTPC Ltd (Utilities)
Equity, Since 31 Dec 24 | NTPC
3%₹60 Cr1,793,002
↓ -27,429
Infosys Ltd (Technology)
Equity, Since 31 Aug 11 | INFY
3%₹57 Cr362,874
↑ 35,305
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 24 | M&M
3%₹50 Cr168,382
↓ -20,955
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Aug 23 | VBL
3%₹50 Cr1,051,766
↓ -107,879
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Aug 24 | SUNPHARMA
3%₹49 Cr292,131
↑ 16,945

9. JM Large Cap Fund

(Erstwhile JM Equity Fund)

The scheme seeks to provide optimum capital growth and appreciation.

JM Large Cap Fund is a Equity - Large Cap fund was launched on 1 Apr 95. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.5% since its launch.  Ranked 73 in Large Cap category.  Return for 2024 was 15.1% , 2023 was 29.6% and 2022 was 3.4% .

Below is the key information for JM Large Cap Fund

JM Large Cap Fund
Growth
Launch Date 1 Apr 95
NAV (30 Jun 25) ₹156.08 ↓ -0.17   (-0.11 %)
Net Assets (Cr) ₹526 on 31 May 25
Category Equity - Large Cap
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.46
Sharpe Ratio -0.39
Information Ratio 0.11
Alpha Ratio -10.67
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-60 Days (1%),60 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹13,426
30 Jun 22₹13,529
30 Jun 23₹16,719
30 Jun 24₹24,342

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 ₹481,656.
Net Profit of ₹181,656
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 30 Jun 25

DurationReturns
1 Month 4.3%
3 Month 9.1%
6 Month 2%
1 Year -2.2%
3 Year 20.7%
5 Year 18.9%
10 Year
15 Year
Since launch 9.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 15.1%
2023 29.6%
2022 3.4%
2021 23.2%
2020 18.1%
2019 4.9%
2018 0.8%
2017 20.9%
2016 1.8%
2015 -1.3%
Fund Manager information for JM Large Cap Fund
NameSinceTenure
Satish Ramanathan20 Aug 213.78 Yr.
Asit Bhandarkar5 Oct 177.66 Yr.
Ruchi Fozdar4 Oct 240.66 Yr.
Deepak Gupta27 Jan 250.34 Yr.

Data below for JM Large Cap Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services31.9%
Industrials13.85%
Technology10.81%
Consumer Cyclical10.73%
Basic Materials7.8%
Communication Services7.27%
Utility4.56%
Health Care3.97%
Energy3.65%
Consumer Defensive2.89%
Real Estate0.98%
Asset Allocation
Asset ClassValue
Cash1.59%
Equity98.41%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 12 | HDFCBANK
8%₹40 Cr207,472
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | ICICIBANK
5%₹26 Cr177,087
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL
5%₹25 Cr133,000
↑ 43,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 25 | LT
4%₹22 Cr60,500
Infosys Ltd (Technology)
Equity, Since 30 Apr 15 | INFY
4%₹21 Cr133,498
↓ -500
State Bank of India (Financial Services)
Equity, Since 31 Oct 11 | SBIN
3%₹18 Cr223,397
↓ -70,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 25 | RELIANCE
3%₹14 Cr100,000
↓ -40,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 25 | AXISBANK
2%₹13 Cr110,000
HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 25 | HDFCLIFE
2%₹13 Cr162,400
↓ -33,250
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 25 | TECHM
2%₹12 Cr75,000

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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