fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-62820123
9 Best Performing Large Cap Funds SIP Investments 2021 | Fincash.com

Fincash » Mutual Funds » Best Large Cap Funds SIP Plans

9 Best Large Cap Funds to Invest in SIP 2021

Updated on January 12, 2021 , 2780 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 2021 – 2022.

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

Large Cap Mutual Fund SIP

Best Performing Large Cap Funds for SIP Investment FY 21 - 22

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
Axis Bluechip Fund Growth ₹39.24
↑ 0.02
₹20,480 500 21.634.420.915.516.619.7
Canara Robeco Bluechip Equity Fund Growth ₹34.77
↓ -0.01
₹1,122 1,000 21.235.225.41516.323.1
BNP Paribas Large Cap Fund Growth ₹118.88
↓ -0.05
₹987 300 21.533.219.510.513.516.8
Kotak Bluechip Fund Growth ₹307.723
↑ 0.81
₹1,944 100 20.636.719.910.413.816.4
SBI Bluechip Fund Growth ₹50.7979
↑ 0.03
₹24,880 500 26.640.220.4913.316.3
ICICI Prudential Bluechip Fund Growth ₹53.3
↓ -0.05
₹25,224 100 25.43717.9914.413.5
L&T India Large Cap Fund Growth ₹34.143
↓ -0.01
₹588 500 20.434.915.98.912.413.1
IDFC Large Cap Fund Growth ₹41.93
↑ 0.03
₹598 100 18.735.121.18.914.217.4
Aditya Birla Sun Life Frontline Equity Fund Growth ₹279.48
₹18,746 100 24.638.518.47.41314.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Jan 21
*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. 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 13.2% since its launch.  Ranked 58 in Large Cap category.  Return for 2020 was 19.7% , 2019 was 18.6% and 2018 was 6.5% .

Below is the key information for Axis Bluechip Fund

Axis Bluechip Fund
Growth
Launch Date 5 Jan 10
NAV (14 Jan 21) ₹39.24 ↑ 0.02   (0.05 %)
Net Assets (Cr) ₹20,480 on 30 Nov 20
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 0.4
Information Ratio 0.45
Alpha Ratio 3.12
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹9,638
31 Dec 17₹13,304
31 Dec 18₹14,174
31 Dec 19₹16,807
31 Dec 20₹20,121

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 ₹458,689.
Net Profit of ₹158,689
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 14 Jan 21

DurationReturns
1 Month 6.5%
3 Month 21.6%
6 Month 34.4%
1 Year 20.9%
3 Year 15.5%
5 Year 16.6%
10 Year
15 Year
Since launch 13.2%
Historical performance (Yearly) on absolute basis
YearReturns
2020 19.7%
2019 18.6%
2018 6.5%
2017 38%
2016 -3.6%
2015 -1.2%
2014 40.8%
2013 13.5%
2012 31.7%
2011 -22.6%
Fund Manager information for Axis Bluechip Fund
NameSinceTenure
Shreyash Devalkar23 Nov 164.11 Yr.
Hitesh Das2 Nov 200.16 Yr.

Data below for Axis Bluechip Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services40.21%
Technology16.68%
Consumer Defensive11.99%
Health Care7.58%
Basic Materials7.5%
Energy5.58%
Consumer Cyclical5.53%
Communication Services2.72%
Asset Allocation
Asset ClassValue
Cash1.53%
Equity98.47%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
10%₹2,190 Cr15,250,000
↓ -300,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 500034
10%₹2,160 Cr4,080,000
↓ -250,000
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
9%₹2,006 Cr15,970,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK
8%₹1,694 Cr8,486,800
↑ 296,800
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
6%₹1,426 Cr4,980,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
6%₹1,366 Cr25,527,875
↑ 2,592,875
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE
6%₹1,255 Cr6,323,520
↑ 283,520
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
5%₹1,230 Cr4,450,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFC
5%₹1,068 Cr4,173,200
↑ 1,593,200
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 19 | MARUTI
3%₹736 Cr961,500
↑ 149,500

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 12.7% since its launch.  Ranked 52 in Large Cap category.  Return for 2020 was 23.1% , 2019 was 15.7% and 2018 was 3.4% .

Below is the key information for Canara Robeco Bluechip Equity Fund

Canara Robeco Bluechip Equity Fund
Growth
Launch Date 20 Aug 10
NAV (14 Jan 21) ₹34.77 ↓ -0.01   (-0.03 %)
Net Assets (Cr) ₹1,122 on 30 Nov 20
Category Equity - Large Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.56
Sharpe Ratio 0.5
Information Ratio 0.89
Alpha Ratio 5.95
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 Dec 15₹10,000
31 Dec 16₹10,189
31 Dec 17₹13,384
31 Dec 18₹13,838
31 Dec 19₹16,008
31 Dec 20₹19,699

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 ₹458,689.
Net Profit of ₹158,689
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 14 Jan 21

DurationReturns
1 Month 7.9%
3 Month 21.2%
6 Month 35.2%
1 Year 25.4%
3 Year 15%
5 Year 16.3%
10 Year
15 Year
Since launch 12.7%
Historical performance (Yearly) on absolute basis
YearReturns
2020 23.1%
2019 15.7%
2018 3.4%
2017 31.4%
2016 1.9%
2015 -0.5%
2014 35.9%
2013 5%
2012 28.4%
2011 -12.8%
Fund Manager information for Canara Robeco Bluechip Equity Fund
NameSinceTenure
Shridatta Bhandwaldar12 Jul 164.48 Yr.
Sanjay Bembalkar1 Oct 191.25 Yr.

Data below for Canara Robeco Bluechip Equity Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services33.22%
Technology16.31%
Consumer Cyclical9.08%
Consumer Defensive8.22%
Energy7.64%
Health Care6.8%
Basic Materials5.95%
Industrials4.15%
Communication Services3.11%
Utility1.8%
Asset Allocation
Asset ClassValue
Cash3.71%
Equity96.29%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | HDFCBANK
9%₹118 Cr819,700
↑ 95,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 10 | INFY
8%₹111 Cr884,142
↑ 120,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
7%₹100 Cr1,870,600
↑ 150,000
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 17 | RELIANCE
7%₹94 Cr472,250
↑ 61,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFC
5%₹65 Cr253,450
↑ 15,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
4%₹49 Cr172,050
HCL Technologies Ltd (Technology)
Equity, Since 31 Jul 20 | HCLTECH
4%₹48 Cr507,000
↑ 60,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | 500034
3%₹43 Cr80,934
↓ -3,266
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
3%₹43 Cr689,200
↑ 180,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
3%₹42 Cr833,316
↑ 225,000

3. 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 16.4% since its launch.  Ranked 38 in Large Cap category.  Return for 2020 was 16.8% , 2019 was 17.2% and 2018 was -4% .

Below is the key information for BNP Paribas Large Cap Fund

BNP Paribas Large Cap Fund
Growth
Launch Date 23 Sep 04
NAV (14 Jan 21) ₹118.88 ↓ -0.05   (-0.04 %)
Net Assets (Cr) ₹987 on 30 Nov 20
Category Equity - Large Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.35
Sharpe Ratio 0.28
Information Ratio -0.29
Alpha Ratio 0.05
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 Dec 15₹10,000
31 Dec 16₹9,450
31 Dec 17₹12,951
31 Dec 18₹12,438
31 Dec 19₹14,575
31 Dec 20₹17,029

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 ₹426,080.
Net Profit of ₹126,080
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 14 Jan 21

DurationReturns
1 Month 7.5%
3 Month 21.5%
6 Month 33.2%
1 Year 19.5%
3 Year 10.5%
5 Year 13.5%
10 Year
15 Year
Since launch 16.4%
Historical performance (Yearly) on absolute basis
YearReturns
2020 16.8%
2019 17.2%
2018 -4%
2017 37%
2016 -5.5%
2015 5.6%
2014 47.4%
2013 8.7%
2012 30.5%
2011 -17.8%
Fund Manager information for BNP Paribas Large Cap Fund
NameSinceTenure
Abhijeet Dey16 Nov 164.13 Yr.
Karthikraj Lakshmanan7 Oct 164.24 Yr.

Data below for BNP Paribas Large Cap Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services35.92%
Technology17.43%
Consumer Defensive13.09%
Basic Materials7.61%
Energy5.61%
Health Care5.3%
Consumer Cyclical4.33%
Communication Services4.12%
Industrials3.37%
Utility1.68%
Asset Allocation
Asset ClassValue
Cash1.52%
Equity98.48%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
9%₹91 Cr635,000
↓ -50,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | ICICIBANK
9%₹89 Cr1,670,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY
8%₹85 Cr680,000
↓ -60,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 17 | RELIANCE
6%₹59 Cr297,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | KOTAKBANK
5%₹55 Cr275,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 29 Feb 08 | BHARTIARTL
4%₹43 Cr850,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Oct 18 | 540376
4%₹43 Cr155,525
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 18 | TCS
4%₹37 Cr130,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Dec 13 | ULTRACEMCO
3%₹34 Cr64,000
↑ 14,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | 500696
3%₹30 Cr125,000

4. Kotak Bluechip Fund

(Erstwhile Kotak 50 Fund)

To generate capital appreciation from a portfolio of predominantly equity and equity related securities. The portfolio will generally comprise of equity and equity related instruments of around 50 companies which may go up to 59 companies but will not exceed 59 at any point in time. However, there is no assurance that the objective of the scheme will be realized

Kotak Bluechip Fund is a Equity - Large Cap fund was launched on 29 Dec 98. It is a fund with Moderately High risk and has given a CAGR/Annualized return of since its launch.  Ranked 32 in Large Cap category.  Return for 2020 was 16.4% , 2019 was 14.2% and 2018 was -2.1% .

Below is the key information for Kotak Bluechip Fund

Kotak Bluechip Fund
Growth
Launch Date 29 Dec 98
NAV (14 Jan 21) ₹307.723 ↑ 0.81   (0.26 %)
Net Assets (Cr) ₹1,944 on 30 Nov 20
Category Equity - Large Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 0.31
Information Ratio -0.57
Alpha Ratio 0.95
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-18 Months (1%),18 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹10,293
31 Dec 17₹13,297
31 Dec 18₹13,017
31 Dec 19₹14,864
31 Dec 20₹17,298

Kotak 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 ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Kotak 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 14 Jan 21

DurationReturns
1 Month 8%
3 Month 20.6%
6 Month 36.7%
1 Year 19.9%
3 Year 10.4%
5 Year 13.8%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2020 16.4%
2019 14.2%
2018 -2.1%
2017 29.2%
2016 2.9%
2015 3.8%
2014 42.5%
2013 4.3%
2012 23.4%
2011 -18.5%
Fund Manager information for Kotak Bluechip Fund
NameSinceTenure
Harish Krishnan1 Jan 147 Yr.

Data below for Kotak Bluechip Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services32.08%
Technology16.7%
Consumer Defensive10.08%
Energy9.09%
Consumer Cyclical8.9%
Industrials6.29%
Basic Materials5.55%
Health Care3.63%
Utility2.48%
Communication Services2.22%
Real Estate1.3%
Asset Allocation
Asset ClassValue
Cash1.16%
Equity98.84%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
8%₹167 Cr1,160,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 04 | INFY
8%₹166 Cr1,325,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE
8%₹161 Cr810,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
8%₹155 Cr2,900,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 17 | TCS
6%₹126 Cr439,596
↓ -5,404
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 19 | 500696
5%₹98 Cr410,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 17 | HDFC
3%₹67 Cr260,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK
3%₹66 Cr330,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 12 | LT
3%₹61 Cr470,000
↓ -55,000
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 13 | 532215
3%₹53 Cr850,000

5. SBI Bluechip Fund

(Erstwhile SBI Blue Chip Fund)

To provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of equity stocks of companies whose market capitalization is at least equal to or more than the least market capitalized stock of S&P BSE 100 Index.

SBI Bluechip Fund is a Equity - Large Cap fund was launched on 14 Feb 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.5% since its launch.  Ranked 9 in Large Cap category.  Return for 2020 was 16.3% , 2019 was 11.6% and 2018 was -4.1% .

Below is the key information for SBI Bluechip Fund

SBI Bluechip Fund
Growth
Launch Date 14 Feb 06
NAV (14 Jan 21) ₹50.7979 ↑ 0.03   (0.05 %)
Net Assets (Cr) ₹24,880 on 30 Nov 20
Category Equity - Large Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 0.29
Information Ratio -0.52
Alpha Ratio 0.22
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 Dec 15₹10,000
31 Dec 16₹10,483
31 Dec 17₹13,652
31 Dec 18₹13,091
31 Dec 19₹14,614
31 Dec 20₹17,002

SBI Bluechip Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for SBI Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 21

DurationReturns
1 Month 8.4%
3 Month 26.6%
6 Month 40.2%
1 Year 20.4%
3 Year 9%
5 Year 13.3%
10 Year
15 Year
Since launch 11.5%
Historical performance (Yearly) on absolute basis
YearReturns
2020 16.3%
2019 11.6%
2018 -4.1%
2017 30.2%
2016 4.8%
2015 8%
2014 47.9%
2013 7.6%
2012 38.2%
2011 -24.2%
Fund Manager information for SBI Bluechip Fund
NameSinceTenure
Sohini Andani1 Sep 1010.34 Yr.

Data below for SBI Bluechip Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services36.52%
Consumer Cyclical11.35%
Technology10.65%
Industrials7.64%
Health Care7.45%
Energy6.38%
Basic Materials6.11%
Consumer Defensive6.04%
Real Estate3.1%
Communication Services1.97%
Utility0.3%
Asset Allocation
Asset ClassValue
Cash0.82%
Equity99.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
10%₹2,593 Cr18,050,000
↓ -1,412,739
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | ICICIBANK
6%₹1,629 Cr30,443,104
↓ -500,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 17 | INFY
5%₹1,298 Cr10,335,178
↑ 500,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH
5%₹1,244 Cr13,148,030
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 15 | HDFC
4%₹1,023 Cr4,000,000
↓ -382,989
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 09 | LT
4%₹974 Cr7,562,209
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
4%₹971 Cr2,528,298
↓ -265,228
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
4%₹959 Cr45,874,904
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 15 | RELIANCE
4%₹931 Cr4,690,981
Shree Cement Ltd (Basic Materials)
Equity, Since 31 Dec 17 | 500387
3%₹719 Cr299,413

6. ICICI Prudential Bluechip Fund

(Erstwhile ICICI Prudential Focused Bluechip Equity Fund)

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

ICICI Prudential Bluechip Fund is a Equity - Large Cap fund was launched on 23 May 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.1% since its launch.  Ranked 21 in Large Cap category.  Return for 2020 was 13.5% , 2019 was 9.8% and 2018 was -0.8% .

Below is the key information for ICICI Prudential Bluechip Fund

ICICI Prudential Bluechip Fund
Growth
Launch Date 23 May 08
NAV (14 Jan 21) ₹53.3 ↓ -0.05   (-0.09 %)
Net Assets (Cr) ₹25,224 on 30 Nov 20
Category Equity - Large Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.79
Sharpe Ratio 0.21
Information Ratio -0.83
Alpha Ratio -2.26
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 Dec 15₹10,000
31 Dec 16₹10,774
31 Dec 17₹14,302
31 Dec 18₹14,186
31 Dec 19₹15,572
31 Dec 20₹17,672

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 ₹436,710.
Net Profit of ₹136,710
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 14 Jan 21

DurationReturns
1 Month 8.1%
3 Month 25.4%
6 Month 37%
1 Year 17.9%
3 Year 9%
5 Year 14.4%
10 Year
15 Year
Since launch 14.1%
Historical performance (Yearly) on absolute basis
YearReturns
2020 13.5%
2019 9.8%
2018 -0.8%
2017 32.7%
2016 7.7%
2015 -0.2%
2014 41.1%
2013 10.2%
2012 26.8%
2011 -16.4%
Fund Manager information for ICICI Prudential Bluechip Fund
NameSinceTenure
Rajat Chandak14 Jul 173.47 Yr.
Priyanka Khandelwal15 Jun 173.55 Yr.
Anish Tawakley5 Sep 182.32 Yr.

Data below for ICICI Prudential Bluechip Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services33.26%
Technology13.45%
Energy9.01%
Consumer Cyclical8.79%
Consumer Defensive7.95%
Basic Materials6.06%
Communication Services5.52%
Industrials5.32%
Utility3.72%
Health Care3.39%
Asset Allocation
Asset ClassValue
Cash4.77%
Equity95.16%
Debt0.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
9%₹2,330 Cr16,222,128
↓ -692,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
8%₹2,188 Cr17,425,119
↓ -451,680
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK
8%₹2,130 Cr39,807,132
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 08 | RELIANCE
6%₹1,600 Cr8,058,560
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | BHARTIARTL
5%₹1,356 Cr26,602,857
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
5%₹1,350 Cr21,763,934
↑ 217,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Dec 16 | HDFC
5%₹1,220 Cr4,767,521
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 12 | LT
3%₹924 Cr7,178,983
↑ 1,025,708
ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 08 | ITC
3%₹714 Cr34,145,537
↓ -773,947
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
3%₹686 Cr2,481,642

7. L&T India Large Cap Fund

To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets. The Scheme will predominantly invest in large cap stocks. The Scheme could also additionally invest in Foreign Securities.

L&T India Large Cap Fund is a Equity - Large Cap fund was launched on 23 Oct 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.7% since its launch.  Ranked 56 in Large Cap category.  Return for 2020 was 13.1% , 2019 was 13.2% and 2018 was -2% .

Below is the key information for L&T India Large Cap Fund

L&T India Large Cap Fund
Growth
Launch Date 23 Oct 07
NAV (14 Jan 21) ₹34.143 ↓ -0.01   (-0.04 %)
Net Assets (Cr) ₹588 on 30 Nov 20
Category Equity - Large Cap
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.61
Sharpe Ratio 0.2
Information Ratio -0.66
Alpha Ratio -2.89
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 Dec 15₹10,000
31 Dec 16₹10,083
31 Dec 17₹13,059
31 Dec 18₹12,804
31 Dec 19₹14,500
31 Dec 20₹16,394

L&T 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 ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for L&T 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 14 Jan 21

DurationReturns
1 Month 7.7%
3 Month 20.4%
6 Month 34.9%
1 Year 15.9%
3 Year 8.9%
5 Year 12.4%
10 Year
15 Year
Since launch 9.7%
Historical performance (Yearly) on absolute basis
YearReturns
2020 13.1%
2019 13.2%
2018 -2%
2017 29.5%
2016 0.8%
2015 -0.2%
2014 44.6%
2013 7.4%
2012 23.6%
2011 -21.2%
Fund Manager information for L&T India Large Cap Fund
NameSinceTenure
Venugopal Manghat24 Nov 128.11 Yr.
Vihang Naik17 Dec 191.04 Yr.
Alok Ranjan1 Oct 191.25 Yr.

Data below for L&T India Large Cap Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services31.95%
Technology15.42%
Basic Materials10.92%
Consumer Defensive8.87%
Health Care8.85%
Consumer Cyclical8.59%
Energy6.65%
Industrials3.15%
Communication Services2.95%
Real Estate2.31%
Asset Allocation
Asset ClassValue
Cash0.29%
Equity99.67%
Debt0%
Other0.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
9%₹56 Cr390,600
↓ -16,900
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK
9%₹53 Cr989,600
↓ -11,800
Infosys Ltd (Technology)
Equity, Since 31 Dec 08 | INFY
8%₹49 Cr387,500
↑ 15,900
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 15 | RELIANCE
6%₹37 Cr184,900
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFC
4%₹22 Cr87,300
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 17 | HCLTECH
3%₹21 Cr218,300
State Bank of India (Financial Services)
Equity, Since 31 May 14 | SBIN
3%₹19 Cr704,800
↑ 130,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 09 | TCS
3%₹19 Cr67,200
↓ -22,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 20 | M&M
3%₹19 Cr257,200
↓ -29,800
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 17 | BHARTIARTL
3%₹18 Cr357,000

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 10.3% since its launch.  Ranked 57 in Large Cap category.  Return for 2020 was 17.4% , 2019 was 10.6% and 2018 was -4.2% .

Below is the key information for IDFC Large Cap Fund

IDFC Large Cap Fund
Growth
Launch Date 9 Jun 06
NAV (14 Jan 21) ₹41.93 ↑ 0.03   (0.07 %)
Net Assets (Cr) ₹598 on 30 Nov 20
Category Equity - Large Cap
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.53
Sharpe Ratio 0.32
Information Ratio -0.54
Alpha Ratio 1.11
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
31 Dec 15₹10,000
31 Dec 16₹10,528
31 Dec 17₹14,125
31 Dec 18₹13,528
31 Dec 19₹14,961
31 Dec 20₹17,566

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 ₹436,710.
Net Profit of ₹136,710
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 14 Jan 21

DurationReturns
1 Month 8.7%
3 Month 18.7%
6 Month 35.1%
1 Year 21.1%
3 Year 8.9%
5 Year 14.2%
10 Year
15 Year
Since launch 10.3%
Historical performance (Yearly) on absolute basis
YearReturns
2020 17.4%
2019 10.6%
2018 -4.2%
2017 34.2%
2016 5.3%
2015 -5.7%
2014 30.4%
2013 8%
2012 27.4%
2011 -23.3%
Fund Manager information for IDFC Large Cap Fund
NameSinceTenure
Arpit Kapoor1 Mar 173.84 Yr.
Sumit Agrawal1 Mar 173.84 Yr.

Data below for IDFC Large Cap Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services30.82%
Technology19.69%
Consumer Defensive11.71%
Energy8.46%
Consumer Cyclical7.99%
Communication Services7.22%
Health Care6.11%
Basic Materials5.75%
Industrials2.4%
Asset Allocation
Asset ClassValue
Equity100.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 07 | HDFCBANK
9%₹56 Cr390,992
↑ 112,089
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE
8%₹55 Cr277,662
Infosys Ltd (Technology)
Equity, Since 31 Aug 11 | INFY
8%₹55 Cr434,505
↑ 29,891
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL
7%₹47 Cr923,088
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 19 | HDFC
7%₹44 Cr172,559
↑ 63,225
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
6%₹40 Cr744,036
↑ 182,844
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
5%₹34 Cr120,278
↑ 2,621
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 17 | 500696
3%₹20 Cr83,849
↑ 6,654
State Bank of India (Financial Services)
Equity, Since 30 Sep 20 | SBIN
3%₹20 Cr714,494
↑ 426,457
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 532215
3%₹19 Cr312,647
↑ 312,647

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 19.9% since its launch.  Ranked 14 in Large Cap category.  Return for 2020 was 14.2% , 2019 was 7.6% and 2018 was -2.9% .

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 (14 Jan 21) ₹279.48
Net Assets (Cr) ₹18,746 on 30 Nov 20
Category Equity - Large Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 0.22
Information Ratio -1.44
Alpha Ratio -2.16
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 Dec 15₹10,000
31 Dec 16₹10,743
31 Dec 17₹14,027
31 Dec 18₹13,620
31 Dec 19₹14,661
31 Dec 20₹16,746

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 ₹415,684.
Net Profit of ₹115,684
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 14 Jan 21

DurationReturns
1 Month 8.3%
3 Month 24.6%
6 Month 38.5%
1 Year 18.4%
3 Year 7.4%
5 Year 13%
10 Year
15 Year
Since launch 19.9%
Historical performance (Yearly) on absolute basis
YearReturns
2020 14.2%
2019 7.6%
2018 -2.9%
2017 30.6%
2016 7.4%
2015 1.1%
2014 44.7%
2013 9.3%
2012 36.1%
2011 -22.9%
Fund Manager information for Aditya Birla Sun Life Frontline Equity Fund
NameSinceTenure
Mahesh Patil17 Nov 0515.13 Yr.

Data below for Aditya Birla Sun Life Frontline Equity Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services35.32%
Technology14%
Energy8.5%
Consumer Defensive8.29%
Basic Materials7.57%
Health Care7.15%
Consumer Cyclical6.63%
Communication Services4.7%
Industrials2.79%
Utility2.05%
Real Estate0.93%
Asset Allocation
Asset ClassValue
Cash1.58%
Equity98.42%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹1,687 Cr31,531,535
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
9%₹1,667 Cr13,276,215
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
8%₹1,596 Cr11,109,827
↓ -145,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
5%₹1,000 Cr5,037,812
↓ -700,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
5%₹918 Cr18,011,382
↑ 61,083
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 08 | HDFC
3%₹652 Cr2,550,000
↓ -307,750
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | 532215
3%₹543 Cr8,756,147
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 12 | HCLTECH
3%₹529 Cr5,586,488
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Jun 15 | 500696
3%₹506 Cr2,111,899
↓ -150,000
Cipla Ltd (Healthcare)
Equity, Since 30 Nov 19 | 500087
3%₹491 Cr5,989,969
↑ 200,000

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.
How helpful was this page ?
Rated 4.7, based on 7 reviews.
POST A COMMENT