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9 Best Performing Large Cap Funds SIP Investments 2021 | Fincash.com

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9 Best Large Cap Funds to Invest in SIP 2021

Updated on October 21, 2021 , 6833 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.

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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 (%)
Canara Robeco Bluechip Equity Fund Growth ₹42.81
↓ -0.20
₹4,702 1,000 11.524.3502517.423.1
IDBI India Top 100 Equity Fund Growth ₹40.72
↓ -0.18
₹547 500 13.630.557.624.514.316.4
Axis Bluechip Fund Growth ₹47.75
↓ -0.17
₹33,154 500 12.625.948.924.418.519.7
Kotak Bluechip Fund Growth ₹387.183
↓ -1.90
₹3,346 100 12.226.252.923.515.416.4
BNP Paribas Large Cap Fund Growth ₹144.86
↓ -0.40
₹1,237 300 13.52548.22315.416.8
LIC MF Large Cap Fund Growth ₹42.3121
↓ -0.19
₹646 1,000 14.127.652.322.214.213.8
SBI Bluechip Fund Growth ₹62.861
↓ -0.31
₹31,817 500 12.323.956.421.914.116.3
TATA Large Cap Fund Growth ₹343.017
↓ -1.23
₹1,080 500 1327.259.421148.3
IDFC Large Cap Fund Growth ₹51.38
↓ -0.14
₹938 100 14.526.445.920.414.917.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Oct 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. 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 13.9% 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 (22 Oct 21) ₹42.81 ↓ -0.20   (-0.47 %)
Net Assets (Cr) ₹4,702 on 30 Sep 21
Category Equity - Large Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.25
Sharpe Ratio 3.21
Information Ratio 0.69
Alpha Ratio 1.54
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
30 Sep 16₹10,000
30 Sep 17₹11,351
30 Sep 18₹12,357
30 Sep 19₹13,543
30 Sep 20₹14,444
30 Sep 21₹22,182

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 ₹470,047.
Net Profit of ₹170,047
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 22 Oct 21

DurationReturns
1 Month 1.9%
3 Month 11.5%
6 Month 24.3%
1 Year 50%
3 Year 25%
5 Year 17.4%
10 Year
15 Year
Since launch 13.9%
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
Vishal Mishra1 Jun 210.25 Yr.
Shridatta Bhandwaldar12 Jul 165.14 Yr.

Data below for Canara Robeco Bluechip Equity Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Financial Services35.69%
Technology15.14%
Basic Materials7.84%
Consumer Cyclical7.45%
Consumer Defensive6.45%
Energy6.28%
Health Care6.27%
Industrials5.83%
Communication Services2.34%
Utility2.03%
Asset Allocation
Asset ClassValue
Cash4.67%
Equity95.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | HDFCBANK
8%₹336 Cr2,124,700
↑ 185,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
7%₹301 Cr4,185,600
↑ 320,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 10 | INFY
7%₹297 Cr1,739,142
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 17 | RELIANCE
6%₹268 Cr1,188,250
↑ 225,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFC
5%₹202 Cr720,450
↑ 155,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
5%₹194 Cr513,461
↑ 10,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT
4%₹164 Cr980,685
↑ 80,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | 500034
3%₹145 Cr192,934
↑ 7,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
3%₹140 Cr3,280,000
↑ 375,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
3%₹125 Cr1,584,200

2. 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 16% since its launch.  Ranked 45 in Large Cap category.  Return for 2020 was 16.4% , 2019 was 12.7% and 2018 was -5.9% .

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 (22 Oct 21) ₹40.72 ↓ -0.18   (-0.44 %)
Net Assets (Cr) ₹547 on 30 Sep 21
Category Equity - Large Cap
AMC IDBI Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.66
Sharpe Ratio 3.62
Information Ratio 0.75
Alpha Ratio 7.79
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 Sep 16₹10,000
30 Sep 17₹11,236
30 Sep 18₹10,688
30 Sep 19₹11,880
30 Sep 20₹11,885
30 Sep 21₹19,077

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 ₹436,710.
Net Profit of ₹136,710
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 22 Oct 21

DurationReturns
1 Month 3.2%
3 Month 13.6%
6 Month 30.5%
1 Year 57.6%
3 Year 24.5%
5 Year 14.3%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
2020 16.4%
2019 12.7%
2018 -5.9%
2017 28%
2016 1.5%
2015 3.2%
2014 40.6%
2013 7.2%
2012
2011
Fund Manager information for IDBI India Top 100 Equity Fund
NameSinceTenure
Alok Ranjan16 Aug 210.04 Yr.

Data below for IDBI India Top 100 Equity Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Financial Services32.77%
Technology15.95%
Basic Materials11.5%
Consumer Cyclical8.53%
Energy7.63%
Industrials6.73%
Consumer Defensive5.78%
Health Care5.35%
Real Estate1.49%
Communication Services1.14%
Utility0.74%
Asset Allocation
Asset ClassValue
Cash2.38%
Equity97.6%
Debt0.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 18 | RELIANCE
8%₹40 Cr175,594
↑ 4,155
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 16 | HDFCBANK
7%₹38 Cr243,182
↑ 6,611
Infosys Ltd (Technology)
Equity, Since 31 Mar 18 | INFY
6%₹34 Cr196,877
↓ -8,239
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
6%₹32 Cr442,142
↓ -18,053
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 12 | HDFC
5%₹24 Cr85,448
↓ -3,439
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK
3%₹17 Cr94,423
↑ 5,497
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 19 | 532215
3%₹16 Cr209,753
↓ -8,647
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 19 | TCS
3%₹16 Cr42,504
↓ -1,781
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 17 | 500034
3%₹14 Cr18,712
↓ -774
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
2%₹13 Cr295,957
↓ -12,418

3. 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 14.2% 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 (22 Oct 21) ₹47.75 ↓ -0.17   (-0.35 %)
Net Assets (Cr) ₹33,154 on 30 Sep 21
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.74
Sharpe Ratio 2.63
Information Ratio 0.3
Alpha Ratio -4.39
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
30 Sep 16₹10,000
30 Sep 17₹11,667
30 Sep 18₹13,055
30 Sep 19₹15,303
30 Sep 20₹15,106
30 Sep 21₹23,040

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 ₹481,656.
Net Profit of ₹181,656
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 22 Oct 21

DurationReturns
1 Month 1%
3 Month 12.6%
6 Month 25.9%
1 Year 48.9%
3 Year 24.4%
5 Year 18.5%
10 Year
15 Year
Since launch 14.2%
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 164.77 Yr.
Hitesh Das2 Nov 200.83 Yr.

Data below for Axis Bluechip Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Financial Services38.28%
Technology18.88%
Consumer Defensive11.42%
Basic Materials10.62%
Health Care5.84%
Consumer Cyclical5.32%
Energy4.38%
Communication Services2.88%
Asset Allocation
Asset ClassValue
Cash1.07%
Equity98.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 500034
10%₹3,282 Cr4,361,250
↑ 266,250
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
9%₹2,986 Cr17,500,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
9%₹2,934 Cr18,551,250
↑ 816,750
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
8%₹2,694 Cr37,471,875
↑ 2,550,625
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
8%₹2,588 Cr6,835,000
↑ 765,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
6%₹2,034 Cr5,142,169
↑ 42,169
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE
4%₹1,411 Cr6,250,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFC
4%₹1,349 Cr4,820,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 18 | DIVISLAB
4%₹1,162 Cr2,246,000
↑ 62,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 18 | ULTRACEMCO
4%₹1,129 Cr1,441,413
↑ 72,900

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 (22 Oct 21) ₹387.183 ↓ -1.90   (-0.49 %)
Net Assets (Cr) ₹3,346 on 30 Sep 21
Category Equity - Large Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 3.46
Information Ratio 0.37
Alpha Ratio 5.99
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
30 Sep 16₹10,000
30 Sep 17₹11,175
30 Sep 18₹11,837
30 Sep 19₹12,625
30 Sep 20₹12,945
30 Sep 21₹20,303

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 ₹447,579.
Net Profit of ₹147,579
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 22 Oct 21

DurationReturns
1 Month 2.2%
3 Month 12.2%
6 Month 26.2%
1 Year 52.9%
3 Year 23.5%
5 Year 15.4%
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 147.67 Yr.

Data below for Kotak Bluechip Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Financial Services33.05%
Technology15.05%
Consumer Cyclical9.63%
Consumer Defensive8.14%
Energy7.36%
Industrials7.16%
Basic Materials5.8%
Health Care3.7%
Communication Services3.08%
Utility1.65%
Real Estate1.02%
Asset Allocation
Asset ClassValue
Cash2.48%
Equity97.52%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
8%₹253 Cr1,600,000
↑ 175,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
8%₹243 Cr3,375,000
↑ 50,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 04 | INFY
7%₹234 Cr1,370,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE
7%₹217 Cr960,000
↑ 25,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 17 | TCS
5%₹151 Cr400,000
↑ 10,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 19 | 500696
3%₹109 Cr400,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 12 | LT
3%₹105 Cr630,000
↑ 30,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 17 | HDFC
3%₹105 Cr375,000
↑ 60,000
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 13 | 532215
3%₹104 Cr1,325,000
↑ 164,357
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
3%₹100 Cr1,500,000
↓ -140,226

5. 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 16.9% 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 (22 Oct 21) ₹144.86 ↓ -0.40   (-0.28 %)
Net Assets (Cr) ₹1,237 on 30 Sep 21
Category Equity - Large Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.3
Sharpe Ratio 3.08
Information Ratio 0.23
Alpha Ratio 1.29
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 Sep 16₹10,000
30 Sep 17₹11,406
30 Sep 18₹11,603
30 Sep 19₹13,388
30 Sep 20₹13,204
30 Sep 21₹19,942

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 ₹447,579.
Net Profit of ₹147,579
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 22 Oct 21

DurationReturns
1 Month 3.4%
3 Month 13.5%
6 Month 25%
1 Year 48.2%
3 Year 23%
5 Year 15.4%
10 Year
15 Year
Since launch 16.9%
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 164.79 Yr.
Karthikraj Lakshmanan7 Oct 164.9 Yr.

Data below for BNP Paribas Large Cap Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Financial Services43.57%
Technology12.98%
Consumer Defensive8.53%
Industrials6.85%
Consumer Cyclical5.7%
Energy5.56%
Health Care5.35%
Basic Materials4.96%
Communication Services3.98%
Utility0.99%
Asset Allocation
Asset ClassValue
Cash1.52%
Equity98.48%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | ICICIBANK
10%₹116 Cr1,620,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
9%₹107 Cr675,000
↑ 25,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY
6%₹77 Cr450,000
↓ -50,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 17 | RELIANCE
6%₹67 Cr298,500
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 18 | TCS
5%₹66 Cr175,000
↑ 35,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
5%₹61 Cr775,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFC
5%₹56 Cr200,000
↑ 25,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 20 | SBIN
4%₹54 Cr1,258,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 20 | LT
3%₹40 Cr240,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 29 Feb 08 | BHARTIARTL
3%₹37 Cr560,000
↑ 85,000

6. LIC MF Large Cap Fund

(Erstwhile LIC MF Growth Fund)

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

LIC MF Large Cap Fund is a Equity - Large Cap fund was launched on 3 Feb 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.1% since its launch.  Ranked 66 in Large Cap category.  Return for 2020 was 13.8% , 2019 was 15% and 2018 was 0.7% .

Below is the key information for LIC MF Large Cap Fund

LIC MF Large Cap Fund
Growth
Launch Date 3 Feb 99
NAV (22 Oct 21) ₹42.3121 ↓ -0.19   (-0.44 %)
Net Assets (Cr) ₹646 on 30 Sep 21
Category Equity - Large Cap
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.27
Sharpe Ratio 2.83
Information Ratio 0.1
Alpha Ratio -2.37
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
30 Sep 16₹10,000
30 Sep 17₹11,128
30 Sep 18₹11,351
30 Sep 19₹12,829
30 Sep 20₹12,297
30 Sep 21₹19,109

LIC MF Large Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for LIC MF Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Oct 21

DurationReturns
1 Month 2.4%
3 Month 14.1%
6 Month 27.6%
1 Year 52.3%
3 Year 22.2%
5 Year 14.2%
10 Year
15 Year
Since launch 11.1%
Historical performance (Yearly) on absolute basis
YearReturns
2020 13.8%
2019 15%
2018 0.7%
2017 26.8%
2016 2.3%
2015 -2.6%
2014 39.8%
2013 7.4%
2012 28.3%
2011 -26.9%
Fund Manager information for LIC MF Large Cap Fund
NameSinceTenure
Yogesh Patil18 Sep 200.95 Yr.
Ritu Modi1 Nov 191.83 Yr.

Data below for LIC MF Large Cap Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Financial Services36.74%
Technology16.92%
Consumer Defensive11.15%
Basic Materials7.65%
Consumer Cyclical7.29%
Health Care5.94%
Energy4.91%
Industrials2.62%
Communication Services2.42%
Utility1.2%
Asset Allocation
Asset ClassValue
Cash3.08%
Equity96.92%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Dec 09 | INFY
9%₹55 Cr324,317
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | ICICIBANK
8%₹49 Cr683,444
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK
7%₹46 Cr293,882
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Apr 18 | 500034
6%₹38 Cr51,029
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
6%₹36 Cr94,629
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jan 18 | 540376
5%₹31 Cr77,328
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 18 | RELIANCE
5%₹30 Cr131,050
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Aug 20 | 532978
4%₹22 Cr13,089
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 20 | HDFC
3%₹19 Cr66,858
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 29 Feb 16 | KOTAKBANK
3%₹18 Cr103,752

7. SBI Bluechip Fund

(Erstwhile SBI Blue Chip Fund)

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

SBI Bluechip Fund is a Equity - Large Cap fund was launched on 14 Feb 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.4% 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 (22 Oct 21) ₹62.861 ↓ -0.31   (-0.50 %)
Net Assets (Cr) ₹31,817 on 30 Sep 21
Category Equity - Large Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio 2.87
Information Ratio 0.09
Alpha Ratio -2.15
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 Sep 16₹10,000
30 Sep 17₹11,157
30 Sep 18₹11,408
30 Sep 19₹12,432
30 Sep 20₹11,929
30 Sep 21₹19,171

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 ₹436,710.
Net Profit of ₹136,710
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 22 Oct 21

DurationReturns
1 Month 2.4%
3 Month 12.3%
6 Month 23.9%
1 Year 56.4%
3 Year 21.9%
5 Year 14.1%
10 Year
15 Year
Since launch 12.4%
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 1011.01 Yr.

Data below for SBI Bluechip Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Financial Services33.34%
Consumer Cyclical13.6%
Technology11.52%
Industrials8.54%
Health Care7.3%
Basic Materials6.98%
Consumer Defensive5%
Energy4.78%
Real Estate2.7%
Communication Services2.15%
Utility0.14%
Asset Allocation
Asset ClassValue
Cash2.05%
Equity97.95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
9%₹2,775 Cr17,550,000
↑ 100,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | ICICIBANK
7%₹2,189 Cr30,443,104
Infosys Ltd (Technology)
Equity, Since 30 Nov 17 | INFY
6%₹1,764 Cr10,335,178
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH
5%₹1,495 Cr12,648,030
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 15 | HDFC
4%₹1,301 Cr4,650,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 09 | LT
4%₹1,265 Cr7,562,209
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
4%₹1,205 Cr2,328,298
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
3%₹990 Cr46,874,904
State Bank of India (Financial Services)
Equity, Since 28 Feb 14 | SBIN
3%₹880 Cr20,649,243
↓ -2,000,000
Shree Cement Ltd (Basic Materials)
Equity, Since 31 Dec 17 | 500387
3%₹778 Cr275,000

8. 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 20.2% since its launch.  Ranked 35 in Large Cap category.  Return for 2020 was 8.3% , 2019 was 12.1% and 2018 was -3.6% .

Below is the key information for TATA Large Cap Fund

TATA Large Cap Fund
Growth
Launch Date 7 May 98
NAV (22 Oct 21) ₹343.017 ↓ -1.23   (-0.36 %)
Net Assets (Cr) ₹1,080 on 30 Sep 21
Category Equity - Large Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.41
Sharpe Ratio 3.62
Information Ratio -0.22
Alpha Ratio 13.76
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 16₹10,000
30 Sep 17₹11,208
30 Sep 18₹11,463
30 Sep 19₹12,472
30 Sep 20₹11,541
30 Sep 21₹18,860

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 ₹436,710.
Net Profit of ₹136,710
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 22 Oct 21

DurationReturns
1 Month 3.5%
3 Month 13%
6 Month 27.2%
1 Year 59.4%
3 Year 21%
5 Year 14%
10 Year
15 Year
Since launch 20.2%
Historical performance (Yearly) on absolute basis
YearReturns
2020 8.3%
2019 12.1%
2018 -3.6%
2017 29.5%
2016 2.9%
2015 1.3%
2014 36%
2013 8%
2012 28.5%
2011 -21.2%
Fund Manager information for TATA Large Cap Fund
NameSinceTenure
Amey Sathe30 Jun 210.17 Yr.
Venkat Samala26 Nov 200.76 Yr.

Data below for TATA Large Cap Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Financial Services35.76%
Technology15.85%
Industrials9.57%
Health Care8%
Energy6.98%
Consumer Defensive6.88%
Basic Materials6.58%
Communication Services4.19%
Utility2.82%
Consumer Cyclical1.42%
Asset Allocation
Asset ClassValue
Cash1.25%
Equity98.73%
Other0.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 11 | ICICIBANK
10%₹102 Cr1,420,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
8%₹82 Cr520,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY
7%₹77 Cr449,500
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
7%₹73 Cr323,500
State Bank of India (Financial Services)
Equity, Since 30 Apr 14 | SBIN
6%₹63 Cr1,469,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532215
4%₹45 Cr570,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL
4%₹44 Cr660,000
↓ -45,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 18 | TCS
4%₹40 Cr105,250
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
3%₹33 Cr199,000
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Jan 20 | TATASTEEL
3%₹31 Cr215,000

9. 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 11.2% 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 (22 Oct 21) ₹51.38 ↓ -0.14   (-0.27 %)
Net Assets (Cr) ₹938 on 30 Sep 21
Category Equity - Large Cap
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.54
Sharpe Ratio 3.16
Information Ratio -0.46
Alpha Ratio 2.3
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 Sep 16₹10,000
30 Sep 17₹11,722
30 Sep 18₹12,484
30 Sep 19₹12,852
30 Sep 20₹13,344
30 Sep 21₹19,677

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 22 Oct 21

DurationReturns
1 Month 3.2%
3 Month 14.5%
6 Month 26.4%
1 Year 45.9%
3 Year 20.4%
5 Year 14.9%
10 Year
15 Year
Since launch 11.2%
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 174.59 Yr.
Sumit Agrawal1 Mar 174.59 Yr.

Data below for IDFC Large Cap Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Financial Services35.67%
Technology19.83%
Consumer Cyclical9.17%
Basic Materials8.51%
Consumer Defensive7.41%
Energy7.22%
Health Care5.44%
Industrials4.47%
Communication Services1.01%
Utility0.97%
Asset Allocation
Asset ClassValue
Cash0.3%
Equity99.7%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Aug 11 | INFY
8%₹72 Cr420,532
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 07 | HDFCBANK
7%₹64 Cr407,836
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
7%₹64 Cr892,895
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE
6%₹53 Cr234,019
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 19 | HDFC
5%₹49 Cr174,676
State Bank of India (Financial Services)
Equity, Since 30 Sep 20 | SBIN
5%₹41 Cr954,629
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
4%₹39 Cr103,005
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 532215
4%₹32 Cr412,440
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | 500034
4%₹32 Cr42,891
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 21 | KOTAKBANK
3%₹29 Cr163,241

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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