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9 Best Performing Large Cap Funds SIP Investments 2024 | Fincash.com

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9 Best Large Cap Funds to Invest in SIP 2024

Updated on April 18, 2024 , 15880 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 2024 – 2025.

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Large Cap Mutual Fund SIP

Best Performing Large Cap Funds for SIP Investment FY 24 - 25

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Nippon India Large Cap Fund Growth ₹78.4604
↑ 0.56
₹24,378 100 6.619.443.126.117.132.1
HDFC Top 100 Fund Growth ₹1,019.73
↑ 3.82
₹32,355 300 3.117.636.722.315.330
ICICI Prudential Bluechip Fund Growth ₹94.87
↑ 0.19
₹53,505 100 4.919.639.121.917.427.4
IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05
₹655 500 9.212.515.421.912.6
Invesco India Largecap Fund Growth ₹59.05
↑ 0.16
₹985 100 518.63919.615.327.8
BNP Paribas Large Cap Fund Growth ₹197.493
↑ 0.59
₹1,863 300 7.821.339.319.617.524.8
TATA Large Cap Fund Growth ₹446.935
↑ 1.08
₹2,019 150 4.718.233.918.615.324.5
Edelweiss Large Cap Fund Growth ₹74.42
↑ 0.24
₹829 100 4.916.33318.215.825.7
Aditya Birla Sun Life Frontline Equity Fund Growth ₹450.1
↑ 2.39
₹26,878 100 3.414.931.617.814.723.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Apr 24
*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 13.1% since its launch.  Ranked 20 in Large Cap category.  Return for 2023 was 32.1% , 2022 was 11.3% and 2021 was 32.4% .

Below is the key information for Nippon India Large Cap Fund

Nippon India Large Cap Fund
Growth
Launch Date 8 Aug 07
NAV (19 Apr 24) ₹78.4604 ↑ 0.56   (0.72 %)
Net Assets (Cr) ₹24,378 on 31 Mar 24
Category Equity - Large Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 3.08
Information Ratio 2.28
Alpha Ratio 9.01
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 Mar 19₹10,000
31 Mar 20₹6,817
31 Mar 21₹11,430
31 Mar 22₹14,296
31 Mar 23₹15,230
31 Mar 24₹22,055

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 ₹470,047.
Net Profit of ₹170,047
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 19 Apr 24

DurationReturns
1 Month 4%
3 Month 6.6%
6 Month 19.4%
1 Year 43.1%
3 Year 26.1%
5 Year 17.1%
10 Year
15 Year
Since launch 13.1%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 54.6%
Fund Manager information for Nippon India Large Cap Fund
NameSinceTenure
Sailesh Raj Bhan8 Aug 0716.66 Yr.
Ashutosh Bhargava1 Sep 212.58 Yr.
Kinjal Desai25 May 185.86 Yr.

Data below for Nippon India Large Cap Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Financial Services36.5%
Consumer Cyclical15.08%
Industrials9.84%
Consumer Defensive9.42%
Energy7.63%
Technology6.4%
Utility6.27%
Basic Materials3.66%
Health Care2.4%
Communication Services1.52%
Asset Allocation
Asset ClassValue
Cash1.28%
Equity98.72%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
9%₹2,105 Cr15,000,529
↑ 1,400,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
7%₹1,547 Cr14,700,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
7%₹1,519 Cr5,200,000
↑ 400,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN
6%₹1,429 Cr19,100,644
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC
5%₹1,056 Cr26,000,000
↑ 1,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT
4%₹939 Cr2,700,529
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | 532215
4%₹828 Cr7,700,080
NTPC Ltd (Utilities)
Equity, Since 30 Apr 20 | 532555
3%₹722 Cr21,500,000
Tata Power Co Ltd (Utilities)
Equity, Since 30 Jun 23 | 500400
3%₹706 Cr19,000,000
↓ -1,000,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 21 | 500034
3%₹676 Cr1,040,326
↑ 30,000

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 19.2% since its launch.  Ranked 43 in Large Cap category.  Return for 2023 was 30% , 2022 was 10.6% and 2021 was 28.5% .

Below is the key information for HDFC Top 100 Fund

HDFC Top 100 Fund
Growth
Launch Date 11 Oct 96
NAV (19 Apr 24) ₹1,019.73 ↑ 3.82   (0.38 %)
Net Assets (Cr) ₹32,355 on 31 Mar 24
Category Equity - Large Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio 2.51
Information Ratio 1.14
Alpha Ratio 3.97
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 Mar 19₹10,000
31 Mar 20₹6,858
31 Mar 21₹11,423
31 Mar 22₹13,805
31 Mar 23₹14,658
31 Mar 24₹20,426

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 ₹447,579.
Net Profit of ₹147,579
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 19 Apr 24

DurationReturns
1 Month 2%
3 Month 3.1%
6 Month 17.6%
1 Year 36.7%
3 Year 22.3%
5 Year 15.3%
10 Year
15 Year
Since launch 19.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 46.5%
Fund Manager information for HDFC Top 100 Fund
NameSinceTenure
Rahul Baijal29 Jul 221.68 Yr.
Dhruv Muchhal22 Jun 230.78 Yr.

Data below for HDFC Top 100 Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Financial Services31.76%
Energy11.92%
Technology10.33%
Industrials8.5%
Consumer Defensive7.73%
Health Care7.12%
Consumer Cyclical6.15%
Utility5.8%
Communication Services4.23%
Basic Materials3.18%
Asset Allocation
Asset ClassValue
Cash3.27%
Equity96.73%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 05 | ICICIBANK
10%₹3,035 Cr28,840,474
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
7%₹2,298 Cr16,376,319
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 06 | RELIANCE
7%₹2,281 Cr7,806,781
NTPC Ltd (Utilities)
Equity, Since 30 Jun 15 | 532555
6%₹1,835 Cr54,669,743
Infosys Ltd (Technology)
Equity, Since 31 Aug 04 | INFY
6%₹1,771 Cr10,579,648
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 06 | LT
6%₹1,760 Cr5,061,271
↑ 400,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL
4%₹1,339 Cr11,921,785
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC
4%₹1,288 Cr31,691,145
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | 532215
4%₹1,258 Cr11,702,714
Coal India Ltd (Energy)
Equity, Since 30 Sep 17 | COALINDIA
4%₹1,203 Cr27,557,721

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 15.2% since its launch.  Ranked 21 in Large Cap category.  Return for 2023 was 27.4% , 2022 was 6.9% and 2021 was 29.2% .

Below is the key information for ICICI Prudential Bluechip Fund

ICICI Prudential Bluechip Fund
Growth
Launch Date 23 May 08
NAV (19 Apr 24) ₹94.87 ↑ 0.19   (0.20 %)
Net Assets (Cr) ₹53,505 on 31 Mar 24
Category Equity - Large Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.69
Sharpe Ratio 3.17
Information Ratio 1.27
Alpha Ratio 10.05
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
31 Mar 19₹10,000
31 Mar 20₹7,535
31 Mar 21₹12,712
31 Mar 22₹15,544
31 Mar 23₹16,006
31 Mar 24₹22,787

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 ₹470,047.
Net Profit of ₹170,047
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 19 Apr 24

DurationReturns
1 Month 1.9%
3 Month 4.9%
6 Month 19.6%
1 Year 39.1%
3 Year 21.9%
5 Year 17.4%
10 Year
15 Year
Since launch 15.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 41.1%
Fund Manager information for ICICI Prudential Bluechip Fund
NameSinceTenure
Anish Tawakley5 Sep 185.58 Yr.
Vaibhav Dusad18 Jan 213.2 Yr.
Sharmila D’mello31 Jul 221.67 Yr.

Data below for ICICI Prudential Bluechip Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Financial Services22.11%
Energy12.63%
Consumer Cyclical11.33%
Industrials9.5%
Technology8.99%
Basic Materials6.41%
Health Care5.96%
Consumer Defensive5.3%
Communication Services3.94%
Utility3.41%
Real Estate1.45%
Asset Allocation
Asset ClassValue
Cash8.98%
Equity91.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK
8%₹4,263 Cr40,518,440
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 08 | RELIANCE
8%₹4,178 Cr14,299,648
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 12 | LT
7%₹3,484 Cr10,017,834
↑ 240,436
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
5%₹2,814 Cr16,812,789
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
5%₹2,404 Cr22,358,608
↑ 1,737,043
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 16 | MARUTI
5%₹2,375 Cr2,103,659
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 17 | ULTRACEMCO
4%₹2,065 Cr2,087,320
↑ 26,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | BHARTIARTL
4%₹1,949 Cr17,348,738
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
3%₹1,480 Cr10,547,948
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Jul 15 | SUNPHARMA
3%₹1,400 Cr8,869,143

4. 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
31 Mar 19₹10,000
31 Mar 20₹8,202
31 Mar 21₹13,286
31 Mar 22₹16,450
31 Mar 23₹16,282

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 19 Apr 24

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
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
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

5. Invesco India Largecap Fund

(Erstwhile Invesco India Business Leaders Fund)

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

Invesco India Largecap Fund is a Equity - Large Cap fund was launched on 21 Aug 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.9% since its launch.  Ranked 39 in Large Cap category.  Return for 2023 was 27.8% , 2022 was -3% and 2021 was 32.5% .

Below is the key information for Invesco India Largecap Fund

Invesco India Largecap Fund
Growth
Launch Date 21 Aug 09
NAV (19 Apr 24) ₹59.05 ↑ 0.16   (0.27 %)
Net Assets (Cr) ₹985 on 31 Mar 24
Category Equity - Large Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.37
Sharpe Ratio 2.49
Information Ratio 0.34
Alpha Ratio 4.01
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 Mar 19₹10,000
31 Mar 20₹7,683
31 Mar 21₹12,278
31 Mar 22₹15,270
31 Mar 23₹14,678
31 Mar 24₹20,449

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 ₹447,579.
Net Profit of ₹147,579
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 19 Apr 24

DurationReturns
1 Month 4.7%
3 Month 5%
6 Month 18.6%
1 Year 39%
3 Year 19.6%
5 Year 15.3%
10 Year
15 Year
Since launch 12.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 39.5%
Fund Manager information for Invesco India Largecap Fund
NameSinceTenure
Amit Nigam3 Sep 203.58 Yr.
Hiten Jain1 Dec 230.33 Yr.

Data below for Invesco India Largecap Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Financial Services28.44%
Consumer Cyclical13.06%
Technology13.04%
Industrials10.9%
Consumer Defensive8.52%
Health Care7.08%
Energy6.75%
Basic Materials4.59%
Utility3.68%
Communication Services1.97%
Real Estate1.49%
Asset Allocation
Asset ClassValue
Cash0.47%
Equity99.53%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
9%₹90 Cr855,150
↑ 36,099
Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY
5%₹50 Cr299,950
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
4%₹44 Cr150,277
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 24 | TCS
4%₹38 Cr93,975
↑ 45,867
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | HDFCBANK
4%₹35 Cr252,930
↓ -60,764
IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Nov 22 | INDUSINDBK
3%₹34 Cr233,306
↑ 35,681
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Jan 24 | 500825
3%₹32 Cr64,989
↑ 23,692
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | MARUTI
3%₹32 Cr28,437
↑ 9,301
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | 532215
3%₹31 Cr289,157
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 28 Feb 22 | CHOLAFIN
3%₹27 Cr245,574

6. 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 16.5% since its launch.  Ranked 38 in Large Cap category.  Return for 2023 was 24.8% , 2022 was 4.2% and 2021 was 22.1% .

Below is the key information for BNP Paribas Large Cap Fund

BNP Paribas Large Cap Fund
Growth
Launch Date 23 Sep 04
NAV (19 Apr 24) ₹197.493 ↑ 0.59   (0.30 %)
Net Assets (Cr) ₹1,863 on 31 Mar 24
Category Equity - Large Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.18
Sharpe Ratio 2.89
Information Ratio 0.55
Alpha Ratio 7.55
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 Mar 19₹10,000
31 Mar 20₹8,647
31 Mar 21₹13,440
31 Mar 22₹15,809
31 Mar 23₹16,074
31 Mar 24₹22,517

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 ₹470,047.
Net Profit of ₹170,047
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 19 Apr 24

DurationReturns
1 Month 3.6%
3 Month 7.8%
6 Month 21.3%
1 Year 39.3%
3 Year 19.6%
5 Year 17.5%
10 Year
15 Year
Since launch 16.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 47.4%
Fund Manager information for BNP Paribas Large Cap Fund
NameSinceTenure
Jitendra Sriram16 Jun 221.79 Yr.
Miten Vora1 Dec 221.33 Yr.

Data below for BNP Paribas Large Cap Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Financial Services24.75%
Consumer Cyclical14.98%
Technology12.05%
Energy11.31%
Industrials9.59%
Consumer Defensive7.26%
Utility5.36%
Basic Materials5.12%
Health Care4.42%
Communication Services2.24%
Asset Allocation
Asset ClassValue
Cash0.4%
Equity98.69%
Debt0.91%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 17 | RELIANCE
7%₹129 Cr441,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | ICICIBANK
7%₹126 Cr1,197,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
7%₹118 Cr840,600
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 20 | LT
5%₹97 Cr279,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 18 | TCS
5%₹88 Cr215,239
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY
3%₹57 Cr342,000
ITC Ltd (Consumer Defensive)
Equity, Since 28 Feb 18 | ITC
3%₹55 Cr1,350,000
↓ -45,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 29 Feb 08 | BHARTIARTL
2%₹40 Cr360,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 21 | 500251
2%₹40 Cr103,500
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | TATAMOTORS
2%₹40 Cr417,650

7. TATA Large Cap Fund

To provide income distribution and / or medium to long term capital gains while at all times emphasising the importance of capital appreciation.

TATA Large Cap Fund is a Equity - Large Cap fund was launched on 7 May 98. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.3% since its launch.  Ranked 35 in Large Cap category.  Return for 2023 was 24.5% , 2022 was 3.3% and 2021 was 32.7% .

Below is the key information for TATA Large Cap Fund

TATA Large Cap Fund
Growth
Launch Date 7 May 98
NAV (19 Apr 24) ₹446.935 ↑ 1.08   (0.24 %)
Net Assets (Cr) ₹2,019 on 31 Mar 24
Category Equity - Large Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.25
Sharpe Ratio 2.09
Information Ratio 0.21
Alpha Ratio -1.11
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 19₹10,000
31 Mar 20₹7,480
31 Mar 21₹12,477
31 Mar 22₹15,018
31 Mar 23₹14,960
31 Mar 24₹20,236

TATA 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 ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for TATA 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 19 Apr 24

DurationReturns
1 Month 3.8%
3 Month 4.7%
6 Month 18.2%
1 Year 33.9%
3 Year 18.6%
5 Year 15.3%
10 Year
15 Year
Since launch 19.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 24.5%
2022 3.3%
2021 32.7%
2020 8.3%
2019 12.1%
2018 -3.6%
2017 29.5%
2016 2.9%
2015 1.3%
2014 36%
Fund Manager information for TATA Large Cap Fund
NameSinceTenure
Abhinav Sharma5 Apr 230.99 Yr.
Kapil Malhotra19 Dec 230.28 Yr.

Data below for TATA Large Cap Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Financial Services28.48%
Industrials15.24%
Consumer Defensive9.9%
Technology9.25%
Energy7.84%
Utility7.18%
Consumer Cyclical7.11%
Health Care6.01%
Basic Materials5.34%
Real Estate1.37%
Asset Allocation
Asset ClassValue
Cash2.27%
Equity97.73%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
9%₹173 Cr1,235,950
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
7%₹144 Cr493,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
5%₹94 Cr270,784
Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY
5%₹93 Cr558,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 11 | ICICIBANK
5%₹91 Cr865,300
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532215
4%₹70 Cr655,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Jun 23 | SUNPHARMA
4%₹70 Cr445,000
↑ 100,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | KOTAKBANK
3%₹66 Cr389,000
NTPC Ltd (Utilities)
Equity, Since 30 Jun 21 | 532555
3%₹53 Cr1,575,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 18 | TCS
3%₹50 Cr121,873
↓ -26,500

8. 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 14.4% since its launch.  Ranked 66 in Large Cap category.  Return for 2023 was 25.7% , 2022 was 3.4% and 2021 was 23.4% .

Below is the key information for Edelweiss Large Cap Fund

Edelweiss Large Cap Fund
Growth
Launch Date 20 May 09
NAV (19 Apr 24) ₹74.42 ↑ 0.24   (0.32 %)
Net Assets (Cr) ₹829 on 31 Mar 24
Category Equity - Large Cap
AMC Edelweiss Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.52
Sharpe Ratio 2.46
Information Ratio 0.2
Alpha Ratio 2.74
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 Mar 19₹10,000
31 Mar 20₹7,848
31 Mar 21₹12,941
31 Mar 22₹15,169
31 Mar 23₹15,552
31 Mar 24₹21,003

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 ₹447,579.
Net Profit of ₹147,579
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 19 Apr 24

DurationReturns
1 Month 3.3%
3 Month 4.9%
6 Month 16.3%
1 Year 33%
3 Year 18.2%
5 Year 15.8%
10 Year
15 Year
Since launch 14.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 25.7%
2022 3.4%
2021 23.4%
2020 17.3%
2019 11.5%
2018 1.7%
2017 33.8%
2016 0.4%
2015 0.8%
2014 37.7%
Fund Manager information for Edelweiss Large Cap Fund
NameSinceTenure
Bhavesh Jain2 May 176.92 Yr.
Bharat Lahoti1 Oct 212.5 Yr.

Data below for Edelweiss Large Cap Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Financial Services28.85%
Consumer Cyclical11.86%
Industrials9.46%
Energy9.16%
Consumer Defensive9.08%
Technology8.66%
Health Care7.16%
Basic Materials5.45%
Utility3.79%
Communication Services2.91%
Real Estate1.04%
Asset Allocation
Asset ClassValue
Cash1.56%
Equity98.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 18 | ICICIBANK
7%₹56 Cr531,756
↑ 54,373
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 10 | RELIANCE
6%₹47 Cr161,624
↑ 14,704
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | HDFCBANK
6%₹43 Cr303,837
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 10 | LT
5%₹35 Cr100,217
ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 10 | ITC
4%₹30 Cr733,500
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 20 | BHARTIARTL
3%₹22 Cr199,523
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
3%₹22 Cr204,082
State Bank of India (Financial Services)
Equity, Since 31 Dec 14 | SBIN
3%₹22 Cr288,615
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
3%₹22 Cr128,918
↓ -28,624
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 28 Feb 21 | SUNPHARMA
3%₹20 Cr123,978
↑ 21,721

9. Aditya Birla Sun Life Frontline Equity Fund

An Open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 100% equity by aiming at being as diversified across various industries and or sectors as its chosen benchmark index, S&P BSE 200.

Aditya Birla Sun Life Frontline Equity Fund is a Equity - Large Cap fund was launched on 30 Aug 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.2% since its launch.  Ranked 14 in Large Cap category.  Return for 2023 was 23.1% , 2022 was 3.5% and 2021 was 27.9% .

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 (19 Apr 24) ₹450.1 ↑ 2.39   (0.53 %)
Net Assets (Cr) ₹26,878 on 31 Mar 24
Category Equity - Large Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.73
Sharpe Ratio 2.38
Information Ratio 0.1
Alpha Ratio 2.21
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 Mar 19₹10,000
31 Mar 20₹7,279
31 Mar 21₹12,388
31 Mar 22₹14,880
31 Mar 23₹14,915
31 Mar 24₹19,963

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 ₹436,710.
Net Profit of ₹136,710
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 19 Apr 24

DurationReturns
1 Month 2.5%
3 Month 3.4%
6 Month 14.9%
1 Year 31.6%
3 Year 17.8%
5 Year 14.7%
10 Year
15 Year
Since launch 19.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 23.1%
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%
Fund Manager information for Aditya Birla Sun Life Frontline Equity Fund
NameSinceTenure
Mahesh Patil17 Nov 0518.38 Yr.
Dhaval Joshi21 Nov 221.36 Yr.

Data below for Aditya Birla Sun Life Frontline Equity Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Financial Services31.13%
Consumer Cyclical14.24%
Technology10%
Industrials8.2%
Consumer Defensive7.35%
Energy7.09%
Health Care6.16%
Basic Materials5.65%
Communication Services3.98%
Utility2.68%
Real Estate2.03%
Asset Allocation
Asset ClassValue
Cash1.16%
Equity98.5%
Debt0.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
8%₹2,193 Cr20,842,818
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
8%₹2,067 Cr14,726,480
↓ -118,087
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
6%₹1,645 Cr9,825,674
↑ 248,920
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
6%₹1,576 Cr5,393,755
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 08 | LT
5%₹1,314 Cr3,777,376
↑ 56,250
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
3%₹855 Cr7,614,037
↓ -150,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | 532215
3%₹810 Cr7,538,312
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
3%₹754 Cr10,080,311
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 19 | SUNPHARMA
3%₹747 Cr4,731,811
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | M&M
3%₹722 Cr3,735,556

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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