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11 Best performing Large Cap Mutual Funds in India for 2020

Fincash » Mutual Funds » Best Large Cap Funds

11 Best Large Cap Equity Funds 2020

Updated on October 17, 2020 , 54341 views

Ideally, when someone thinks of Investing, the first thought that comes to one's mind will mostly be equity. When you further explore Equity Funds, you will large-cap funds.

Large cap Mutual Funds are considered to be one of the safest investments in equities as they have good returns and are less volatile to market fluctuations compared to other equity funds i.e., mid & Small cap funds. These funds invest in the stock of big companies. Investors are keen to invest their monies in large-caps even though the share price of blue-chip companies is high.

Best Large Cap Mutual Funds

Choosing the best large cap mutual fund is an important task that needs to be given due importance. Let's see below the benefits of investing in large cap mutual funds, how to select the best Large cap funds and finally, a list of the top 10 best large cap funds to invest in 2020.

How to Select Large Cap Funds?

Choosing the right large-cap mutual fund is never easy. Some funds tend to perform well, while other funds tend to languish. But, there are a few parameters that investors have to look at while choosing the right fund. One needs to look at a number of quantitative as well as qualitative factors before deciding upon a fund.

Quantitative Factors

The mutual fund rating could be a good starting point. This needs to be supplemented with other data such as fund age, assets under management (AUM), past returns, expense ratio, etc. Furthermore, investors are advised to check last three years performance of a fund. A fund should have net assets of over INR 1000 crore and also must have a minimum average allocation of 65 percent to large cap stocks over the past one year.

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Qualitative Factors

This further needs to be filtered with qualitative factors such as fund house reputation, the fund manager track record and the investment process. One must select the fund house on which you have faith to invest your money. Identifying fund houses that have a strong presence in the market and provide a variety of funds that have a long and consistent track record. One should also see how many of the funds are top performers. A fund manager with a good track record is a must. An Asset Management Company with a set institutionalised investment process is also important since this ensures that it's a process that gets you to make money rather than just a fund manager (person - and hence keyman risk). By doing the above, one can try and select the best large cap fund or even make a list of the top 10 best large cap funds to choose from.

Top 11 Best Performing Large Cap Mutual Funds FY 20 - 21

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Axis Bluechip Fund Growth ₹32.04
↑ 0.25
₹17,2707.318.729.410.618.6
Canara Robeco Bluechip Equity Fund Growth ₹28.45
↑ 0.15
₹7887.922.89.28.810.115.7
BNP Paribas Large Cap Fund Growth ₹97.21
↑ 0.89
₹8496.3211.75.77.417.2
Kotak Bluechip Fund Growth ₹252.608
↑ 1.61
₹1,6788.928.15.45.57.514.2
IDFC Large Cap Fund Growth ₹35.05
↑ 0.21
₹5299.4286.44.38.310.6
L&T India Large Cap Fund Growth ₹28.061
↑ 0.14
₹5398.123.103.86.213.2
ICICI Prudential Bluechip Fund Growth ₹42.44
↑ 0.46
₹23,4236.321.7-1.13.27.89.8
SBI Bluechip Fund Growth ₹39.9447
↑ 0.38
₹22,0587.722.9-0.92.56.911.6
TATA Large Cap Fund Growth ₹214.693
↑ 1.99
₹716722.5-41.85.412.1
DSP BlackRock TOP 100 Equity Growth ₹207.179
↑ 1.28
₹2,2977.321.8-3.91.35.814.8
Aditya Birla Sun Life Frontline Equity Fund Growth ₹223.08
↑ 2.45
₹17,1917.823.101.36.47.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Oct 20

*List of 11 Best Large cap mutual funds with AUM/Net Assets > 500 Crore. Having fund age >=3 Sorted on 3 Year CAGR Returns.

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 11.4% since its launch.  Ranked 58 in Large Cap category.  Return for 2019 was 18.6% , 2018 was 6.5% and 2017 was 38% .

Below is the key information for Axis Bluechip Fund

Axis Bluechip Fund
Growth
Launch Date 5 Jan 10
NAV (19 Oct 20) ₹32.04 ↑ 0.25   (0.79 %)
Net Assets (Cr) ₹17,270 on 30 Sep 20
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio -0.15
Information Ratio 0.37
Alpha Ratio -2.99
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 15₹10,000
30 Sep 16₹10,831
30 Sep 17₹12,637
30 Sep 18₹14,140
30 Sep 19₹16,574
30 Sep 20₹16,361

Axis Bluechip Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for Axis Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Oct 20

DurationReturns
1 Month 2.5%
3 Month 7.3%
6 Month 18.7%
1 Year 2%
3 Year 9.4%
5 Year 10.6%
10 Year
15 Year
Since launch 11.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2010
Fund Manager information for Axis Bluechip Fund
NameSinceTenure
Shreyash Devalkar23 Nov 163.85 Yr.

Data below for Axis Bluechip Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Financial Services30.17%
Technology18.2%
Consumer Defensive13.01%
Health Care10.05%
Energy8.33%
Basic Materials7.03%
Consumer Cyclical5.06%
Communication Services2.94%
Asset Allocation
Asset ClassValue
Cash5.02%
Equity94.98%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
10%₹1,694 Cr16,800,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
10%₹1,660 Cr15,390,000
↑ 470,000
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE
8%₹1,439 Cr6,440,000
↑ 320,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 500034
7%₹1,274 Cr3,885,000
↑ 195,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
7%₹1,249 Cr5,010,000
↑ 590,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK
6%₹951 Cr7,500,000
↓ -140,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
5%₹835 Cr3,790,000
↑ 69,216
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 500696
4%₹740 Cr3,580,000
↑ 174,000
Nestle India Ltd (Consumer Defensive)
Equity, Since 30 Sep 18 | NESTLEIND
4%₹672 Cr422,000
↑ 11,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
3%₹582 Cr16,400,000
↓ -5,935,000

2. Canara Robeco Bluechip Equity Fund

(Erstwhile Canara Robeco Large Cap+ Fund)

The Investment Objective of the fund is to provide capital appreciation by predominantly investing in companies having a large market capitalization. However, there can be no assurance that the investment objective of the scheme will be realized.

Canara Robeco Bluechip Equity Fund is a Equity - Large Cap fund was launched on 20 Aug 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.8% since its launch.  Ranked 52 in Large Cap category.  Return for 2019 was 15.7% , 2018 was 3.4% and 2017 was 31.4% .

Below is the key information for Canara Robeco Bluechip Equity Fund

Canara Robeco Bluechip Equity Fund
Growth
Launch Date 20 Aug 10
NAV (19 Oct 20) ₹28.45 ↑ 0.15   (0.53 %)
Net Assets (Cr) ₹788 on 30 Sep 20
Category Equity - Large Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.56
Sharpe Ratio 0.2
Information Ratio 0.72
Alpha Ratio 5.4
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 15₹10,000
30 Sep 16₹11,060
30 Sep 17₹12,554
30 Sep 18₹13,667
30 Sep 19₹14,979
30 Sep 20₹15,975

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 ₹395,578.
Net Profit of ₹95,578
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 19 Oct 20

DurationReturns
1 Month 2.2%
3 Month 7.9%
6 Month 22.8%
1 Year 9.2%
3 Year 8.8%
5 Year 10.1%
10 Year
15 Year
Since launch 10.8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2010
Fund Manager information for Canara Robeco Bluechip Equity Fund
NameSinceTenure
Shridatta Bhandwaldar12 Jul 164.22 Yr.
Sanjay Bembalkar1 Oct 191 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services27.36%
Technology16.69%
Consumer Defensive10.07%
Energy9.72%
Health Care9.51%
Consumer Cyclical8.26%
Basic Materials5.22%
Industrials3.81%
Communication Services2.46%
Utility2.18%
Asset Allocation
Asset ClassValue
Cash4.72%
Equity95.28%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 17 | RELIANCE
9%₹69 Cr310,750
↑ 26,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 10 | INFY
8%₹66 Cr649,642
↑ 55,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | HDFCBANK
8%₹64 Cr594,700
↑ 65,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
5%₹42 Cr1,185,600
↑ 60,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
5%₹39 Cr156,050
↑ 10,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 500696
4%₹30 Cr144,800
↑ 32,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFC
4%₹28 Cr161,450
↑ 25,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | 500034
3%₹24 Cr72,700
↑ 8,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
3%₹24 Cr186,750
↑ 32,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 12 | MARUTI
3%₹20 Cr29,400
↑ 6,500

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 15.2% since its launch.  Ranked 38 in Large Cap category.  Return for 2019 was 17.2% , 2018 was -4% and 2017 was 37% .

Below is the key information for BNP Paribas Large Cap Fund

BNP Paribas Large Cap Fund
Growth
Launch Date 23 Sep 04
NAV (19 Oct 20) ₹97.21 ↑ 0.89   (0.92 %)
Net Assets (Cr) ₹849 on 30 Sep 20
Category Equity - Large Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.35
Sharpe Ratio -0.11
Information Ratio -0.19
Alpha Ratio -2.32
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 15₹10,000
30 Sep 16₹10,624
30 Sep 17₹12,117
30 Sep 18₹12,327
30 Sep 19₹14,223
30 Sep 20₹14,027

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 ₹367,070.
Net Profit of ₹67,070
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 Oct 20

DurationReturns
1 Month 2.4%
3 Month 6.3%
6 Month 21%
1 Year 1.7%
3 Year 5.7%
5 Year 7.4%
10 Year
15 Year
Since launch 15.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2010 18.1%
Fund Manager information for BNP Paribas Large Cap Fund
NameSinceTenure
Abhijeet Dey16 Nov 163.87 Yr.
Karthikraj Lakshmanan7 Oct 163.98 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services31.65%
Technology16.08%
Consumer Defensive9.42%
Energy9.13%
Consumer Cyclical7.06%
Basic Materials6.88%
Health Care6.41%
Communication Services4.22%
Industrials3.28%
Utility0.91%
Asset Allocation
Asset ClassValue
Cash4.96%
Equity95.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 17 | RELIANCE
9%₹78 Cr347,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
9%₹77 Cr710,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY
9%₹75 Cr740,000
↓ -20,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | ICICIBANK
7%₹57 Cr1,620,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 18 | TCS
4%₹37 Cr150,000
↓ -10,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 29 Feb 08 | BHARTIARTL
4%₹36 Cr850,000
↑ 80,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | KOTAKBANK
4%₹30 Cr240,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | 500696
3%₹26 Cr125,000
↑ 25,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 14 | MARUTI
3%₹24 Cr35,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
3%₹23 Cr550,000
↓ -150,000

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 2019 was 14.2% , 2018 was -2.1% and 2017 was 29.2% .

Below is the key information for Kotak Bluechip Fund

Kotak Bluechip Fund
Growth
Launch Date 29 Dec 98
NAV (19 Oct 20) ₹252.608 ↑ 1.61   (0.64 %)
Net Assets (Cr) ₹1,678 on 30 Sep 20
Category Equity - Large Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 0.08
Information Ratio -0.32
Alpha Ratio 3.1
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 15₹10,000
30 Sep 16₹10,967
30 Sep 17₹12,255
30 Sep 18₹12,981
30 Sep 19₹13,845
30 Sep 20₹14,197

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 ₹367,070.
Net Profit of ₹67,070
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 19 Oct 20

DurationReturns
1 Month 2.7%
3 Month 8.9%
6 Month 28.1%
1 Year 5.4%
3 Year 5.5%
5 Year 7.5%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
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%
2010 16.3%
Fund Manager information for Kotak Bluechip Fund
NameSinceTenure
Harish Krishnan1 Jan 146.75 Yr.

Data below for Kotak Bluechip Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Financial Services28.37%
Technology18.05%
Energy12.16%
Consumer Defensive8.75%
Consumer Cyclical8.04%
Basic Materials6.79%
Industrials6.19%
Health Care3.97%
Utility2.3%
Communication Services2.26%
Real Estate0.73%
Asset Allocation
Asset ClassValue
Cash1.97%
Equity98.03%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE
11%₹181 Cr810,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 04 | INFY
8%₹136 Cr1,350,000
↑ 50,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
7%₹125 Cr1,160,000
↓ -8,300
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 17 | TCS
7%₹110 Cr440,000
↑ 40,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
6%₹103 Cr2,900,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 19 | 500696
4%₹62 Cr300,000
↑ 40,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 12 | LT
3%₹47 Cr525,000
↓ -20,500
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 17 | HDFC
3%₹47 Cr270,000
↓ -10,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK
3%₹44 Cr345,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
2%₹38 Cr900,000
↓ -138,100

5. 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 9.1% since its launch.  Ranked 57 in Large Cap category.  Return for 2019 was 10.6% , 2018 was -4.2% and 2017 was 34.2% .

Below is the key information for IDFC Large Cap Fund

IDFC Large Cap Fund
Growth
Launch Date 9 Jun 06
NAV (19 Oct 20) ₹35.05 ↑ 0.21   (0.60 %)
Net Assets (Cr) ₹529 on 30 Sep 20
Category Equity - Large Cap
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.72
Sharpe Ratio 0.11
Information Ratio -0.2
Alpha Ratio 3.36
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 15₹10,000
30 Sep 16₹11,071
30 Sep 17₹12,977
30 Sep 18₹13,820
30 Sep 19₹14,229
30 Sep 20₹14,773

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 ₹376,357.
Net Profit of ₹76,357
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 19 Oct 20

DurationReturns
1 Month 1.4%
3 Month 9.4%
6 Month 28%
1 Year 6.4%
3 Year 4.3%
5 Year 8.3%
10 Year
15 Year
Since launch 9.1%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2010 18.5%
Fund Manager information for IDFC Large Cap Fund
NameSinceTenure
Arpit Kapoor1 Mar 173.59 Yr.
Sumit Agrawal1 Mar 173.59 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services19.95%
Technology16.32%
Consumer Cyclical14.85%
Health Care11.48%
Consumer Defensive10.25%
Energy8.97%
Basic Materials7.59%
Communication Services7.02%
Industrials3.05%
Asset Allocation
Asset ClassValue
Cash0.51%
Equity99.49%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE
9%₹47 Cr212,186
Infosys Ltd (Technology)
Equity, Since 31 Aug 11 | INFY
8%₹40 Cr394,208
↓ -2,466
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL
7%₹37 Cr882,224
↑ 71,953
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 07 | HDFCBANK
7%₹35 Cr321,462
↑ 21,239
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
5%₹27 Cr108,936
↓ -1,032
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 19 | HDFC
4%₹22 Cr128,453
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 May 20 | M&M
4%₹22 Cr355,619
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
4%₹21 Cr599,268
↑ 97,499
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Apr 19 | ULTRACEMCO
3%₹18 Cr43,798
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Apr 20 | AUROPHARMA
3%₹17 Cr208,378
↓ -3,271

6. 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 8.3% since its launch.  Ranked 56 in Large Cap category.  Return for 2019 was 13.2% , 2018 was -2% and 2017 was 29.5% .

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 (19 Oct 20) ₹28.061 ↑ 0.14   (0.49 %)
Net Assets (Cr) ₹539 on 30 Sep 20
Category Equity - Large Cap
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.61
Sharpe Ratio -0.08
Information Ratio -0.57
Alpha Ratio -2.38
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 15₹10,000
30 Sep 16₹10,835
30 Sep 17₹12,021
30 Sep 18₹12,605
30 Sep 19₹13,666
30 Sep 20₹13,342

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 ₹357,992.
Net Profit of ₹57,992
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 19 Oct 20

DurationReturns
1 Month 1.2%
3 Month 8.1%
6 Month 23.1%
1 Year 0%
3 Year 3.8%
5 Year 6.2%
10 Year
15 Year
Since launch 8.3%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2010 27.2%
Fund Manager information for L&T India Large Cap Fund
NameSinceTenure
Venugopal Manghat24 Nov 127.85 Yr.
Vihang Naik17 Dec 190.79 Yr.
Alok Ranjan1 Oct 191 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services27.37%
Technology15.57%
Health Care11.96%
Energy10.08%
Basic Materials9.89%
Consumer Defensive9.44%
Consumer Cyclical8.17%
Communication Services2.39%
Industrials1.92%
Real Estate1.42%
Utility0.63%
Asset Allocation
Asset ClassValue
Cash0.65%
Equity99.31%
Debt0%
Other0.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 15 | RELIANCE
9%₹50 Cr225,550
↓ -14,550
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
8%₹46 Cr422,600
Infosys Ltd (Technology)
Equity, Since 31 Dec 08 | INFY
8%₹42 Cr415,100
↑ 14,700
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK
6%₹33 Cr924,900
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 09 | TCS
4%₹22 Cr89,200
↑ 11,600
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Apr 17 | DIVISLAB
3%₹18 Cr60,400
↓ -1,800
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 17 | HCLTECH
3%₹18 Cr218,300
↑ 19,500
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 14 | KOTAKBANK
3%₹16 Cr128,700
↓ -4,300
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 28 Feb 19 | 500124
3%₹16 Cr30,600
↓ -2,632
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Oct 17 | 500696
3%₹16 Cr75,000

7. 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 12.4% since its launch.  Ranked 21 in Large Cap category.  Return for 2019 was 9.8% , 2018 was -0.8% and 2017 was 32.7% .

Below is the key information for ICICI Prudential Bluechip Fund

ICICI Prudential Bluechip Fund
Growth
Launch Date 23 May 08
NAV (19 Oct 20) ₹42.44 ↑ 0.46   (1.10 %)
Net Assets (Cr) ₹23,423 on 30 Sep 20
Category Equity - Large Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.79
Sharpe Ratio -0.12
Information Ratio -0.67
Alpha Ratio -2.84
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 15₹10,000
30 Sep 16₹11,273
30 Sep 17₹13,249
30 Sep 18₹14,320
30 Sep 19₹14,956
30 Sep 20₹14,433

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 ₹367,070.
Net Profit of ₹67,070
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 Oct 20

DurationReturns
1 Month 1%
3 Month 6.3%
6 Month 21.7%
1 Year -1.1%
3 Year 3.2%
5 Year 7.8%
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2010 27.1%
Fund Manager information for ICICI Prudential Bluechip Fund
NameSinceTenure
Rajat Chandak14 Jul 173.22 Yr.
Priyanka Khandelwal15 Jun 173.3 Yr.
Anish Tawakley5 Sep 182.07 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services28.41%
Technology14.56%
Energy11.39%
Consumer Cyclical9.08%
Consumer Defensive8.97%
Basic Materials7.19%
Communication Services5.17%
Utility3.93%
Industrials3.87%
Health Care3.72%
Asset Allocation
Asset ClassValue
Cash4.19%
Equity95.13%
Debt0.68%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
9%₹2,177 Cr21,590,000
↓ -188,222
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
8%₹1,832 Cr16,985,128
↓ -621,961
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 08 | RELIANCE
8%₹1,792 Cr8,018,859
↓ -232,560
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK
6%₹1,412 Cr39,807,132
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | BHARTIARTL
5%₹1,108 Cr26,331,214
↑ 836,918
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
4%₹933 Cr21,975,585
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Dec 16 | HDFC
4%₹894 Cr5,136,946
↓ -22,736
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Apr 18 | 540719
3%₹710 Cr8,752,326
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | 500696
3%₹677 Cr3,273,310
↓ -149,722
ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 08 | ITC
3%₹600 Cr34,919,484

8. 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 9.9% since its launch.  Ranked 9 in Large Cap category.  Return for 2019 was 11.6% , 2018 was -4.1% and 2017 was 30.2% .

Below is the key information for SBI Bluechip Fund

SBI Bluechip Fund
Growth
Launch Date 14 Feb 06
NAV (19 Oct 20) ₹39.9447 ↑ 0.38   (0.95 %)
Net Assets (Cr) ₹22,058 on 30 Sep 20
Category Equity - Large Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.23
Sharpe Ratio -0.13
Information Ratio -0.76
Alpha Ratio -3.85
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 15₹10,000
30 Sep 16₹11,575
30 Sep 17₹12,914
30 Sep 18₹13,204
30 Sep 19₹14,389
30 Sep 20₹13,807

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 ₹357,992.
Net Profit of ₹57,992
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 19 Oct 20

DurationReturns
1 Month 1.4%
3 Month 7.7%
6 Month 22.9%
1 Year -0.9%
3 Year 2.5%
5 Year 6.9%
10 Year
15 Year
Since launch 9.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2010 11.9%
Fund Manager information for SBI Bluechip Fund
NameSinceTenure
Sohini Andani1 Sep 1010.09 Yr.

Data below for SBI Bluechip Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Financial Services33.89%
Consumer Cyclical11.15%
Technology10.14%
Health Care9.48%
Energy7.76%
Consumer Defensive7.02%
Industrials6.74%
Basic Materials6.6%
Real Estate2.21%
Communication Services1.91%
Utility0.82%
Asset Allocation
Asset ClassValue
Cash0.69%
Equity99.31%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
10%₹2,099 Cr19,462,739
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | ICICIBANK
5%₹1,123 Cr31,643,104
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 15 | RELIANCE
5%₹1,093 Cr4,890,981
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
5%₹1,075 Cr3,528,298
↓ -82,858
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH
5%₹1,067 Cr13,148,030
Infosys Ltd (Technology)
Equity, Since 30 Nov 17 | INFY
4%₹992 Cr9,835,178
↑ 500,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 15 | HDFC
4%₹797 Cr4,582,989
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
4%₹785 Cr45,713,904
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 09 | LT
3%₹682 Cr7,562,209
Shree Cement Ltd (Basic Materials)
Equity, Since 31 Dec 17 | 500387
3%₹607 Cr299,413

9. 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 18.7% since its launch.  Ranked 35 in Large Cap category.  Return for 2019 was 12.1% , 2018 was -3.6% and 2017 was 29.5% .

Below is the key information for TATA Large Cap Fund

TATA Large Cap Fund
Growth
Launch Date 7 May 98
NAV (19 Oct 20) ₹214.693 ↑ 1.99   (0.93 %)
Net Assets (Cr) ₹716 on 30 Sep 20
Category Equity - Large Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.15
Sharpe Ratio -0.24
Information Ratio -1.66
Alpha Ratio -7.3
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 15₹10,000
30 Sep 16₹10,989
30 Sep 17₹12,317
30 Sep 18₹12,597
30 Sep 19₹13,706
30 Sep 20₹12,682

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 ₹349,120.
Net Profit of ₹49,120
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 Oct 20

DurationReturns
1 Month 2.2%
3 Month 7%
6 Month 22.5%
1 Year -4%
3 Year 1.8%
5 Year 5.4%
10 Year
15 Year
Since launch 18.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2010 19%
Fund Manager information for TATA Large Cap Fund
NameSinceTenure
Rupesh Patel18 Jun 182.29 Yr.
Ennette Fernandes18 Jun 182.29 Yr.

Data below for TATA Large Cap Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Financial Services28.98%
Energy18.44%
Technology17.88%
Basic Materials6.2%
Consumer Defensive5.81%
Industrials5.14%
Communication Services4.7%
Health Care3.14%
Consumer Cyclical3.06%
Utility2.94%
Asset Allocation
Asset ClassValue
Cash2.73%
Equity97.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
15%₹105 Cr472,000
↓ -18,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY
10%₹74 Cr730,000
↓ -30,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
9%₹63 Cr583,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 11 | ICICIBANK
7%₹53 Cr1,480,000
State Bank of India (Financial Services)
Equity, Since 30 Apr 14 | SBIN
5%₹35 Cr1,905,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL
5%₹34 Cr800,000
↓ -100,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 28 Feb 14 | ULTRACEMCO
4%₹26 Cr65,000
↓ -5,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 18 | TCS
3%₹24 Cr95,000
↓ -15,000
Cipla Ltd (Healthcare)
Equity, Since 31 May 20 | 500087
3%₹22 Cr290,000
↑ 30,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 20 | M&M
3%₹22 Cr360,000
↓ -40,000

10. DSP BlackRock TOP 100 Equity

The Fund is seeking to generate capital appreciation, from a portfolio that is substantially constituted of equity and equity related securities of the 100 largest corporates, by market capitalisation, listed in India.

DSP BlackRock TOP 100 Equity is a Equity - Large Cap fund was launched on 10 Mar 03. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.8% since its launch.  Ranked 60 in Large Cap category.  Return for 2019 was 14.8% , 2018 was -2.7% and 2017 was 26.5% .

Below is the key information for DSP BlackRock TOP 100 Equity

DSP BlackRock TOP 100 Equity
Growth
Launch Date 10 Mar 03
NAV (19 Oct 20) ₹207.179 ↑ 1.28   (0.62 %)
Net Assets (Cr) ₹2,297 on 30 Sep 20
Category Equity - Large Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.12
Sharpe Ratio -0.13
Information Ratio -0.7
Alpha Ratio -4.45
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 15₹10,000
30 Sep 16₹11,437
30 Sep 17₹12,717
30 Sep 18₹12,678
30 Sep 19₹13,933
30 Sep 20₹13,114

DSP BlackRock TOP 100 Equity SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹349,120.
Net Profit of ₹49,120
Invest Now

Returns for DSP BlackRock TOP 100 Equity

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Oct 20

DurationReturns
1 Month 2.7%
3 Month 7.3%
6 Month 21.8%
1 Year -3.9%
3 Year 1.3%
5 Year 5.8%
10 Year
15 Year
Since launch 18.8%
Historical performance (Yearly) on absolute basis
YearReturns
2019 14.8%
2018 -2.7%
2017 26.5%
2016 4.9%
2015 -2.3%
2014 37.5%
2013 2.2%
2012 30.3%
2011 -19.8%
2010 16.8%
Fund Manager information for DSP BlackRock TOP 100 Equity
NameSinceTenure
Vinit Sambre1 Jun 200.33 Yr.
Jay Kothari14 Aug 182.13 Yr.

Data below for DSP BlackRock TOP 100 Equity as on 30 Sep 20

Equity Sector Allocation
SectorValue
Financial Services29.36%
Technology15.62%
Consumer Cyclical11.54%
Basic Materials10.83%
Consumer Defensive10.26%
Health Care7.4%
Energy5.02%
Industrials4.37%
Communication Services3.08%
Asset Allocation
Asset ClassValue
Cash2.51%
Equity97.49%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
10%₹220 Cr2,037,482
Infosys Ltd (Technology)
Equity, Since 30 Sep 19 | INFY
7%₹153 Cr1,517,911
↑ 188,087
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | ICICIBANK
7%₹153 Cr4,300,619
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jul 14 | ULTRACEMCO
6%₹131 Cr323,880
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS
6%₹127 Cr509,617
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 14 | MARUTI
5%₹108 Cr159,901
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 17 | 500124
4%₹87 Cr166,951
Cipla Ltd (Healthcare)
Equity, Since 30 Jun 20 | 500087
4%₹84 Cr1,077,919
Colgate-Palmolive (India) Ltd (Consumer Defensive)
Equity, Since 30 Jun 20 | 500830
3%₹80 Cr556,664
↑ 107,055
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 17 | KOTAKBANK
3%₹79 Cr623,925

11. 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 18.7% since its launch.  Ranked 14 in Large Cap category.  Return for 2019 was 7.6% , 2018 was -2.9% and 2017 was 30.6% .

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 Oct 20) ₹223.08 ↑ 2.45   (1.11 %)
Net Assets (Cr) ₹17,191 on 30 Sep 20
Category Equity - Large Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio -0.09
Information Ratio -1.48
Alpha Ratio -2.14
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
30 Sep 15₹10,000
30 Sep 16₹11,421
30 Sep 17₹13,145
30 Sep 18₹13,378
30 Sep 19₹13,927
30 Sep 20₹13,487

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 ₹357,992.
Net Profit of ₹57,992
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 Oct 20

DurationReturns
1 Month 1.7%
3 Month 7.8%
6 Month 23.1%
1 Year 0%
3 Year 1.3%
5 Year 6.4%
10 Year
15 Year
Since launch 18.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2010 18.7%
Fund Manager information for Aditya Birla Sun Life Frontline Equity Fund
NameSinceTenure
Mahesh Patil17 Nov 0514.88 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services32.99%
Technology13.57%
Energy10.66%
Consumer Defensive9.35%
Basic Materials7.27%
Health Care7%
Consumer Cyclical6.29%
Communication Services4.53%
Industrials3.19%
Utility2.23%
Real Estate0.19%
Asset Allocation
Asset ClassValue
Cash2.05%
Equity97.95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
8%₹1,386 Cr6,203,027
↑ 150,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
8%₹1,386 Cr13,746,214
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
8%₹1,317 Cr12,206,010
↓ -120,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
7%₹1,141 Cr32,164,082
↓ -3,788,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
4%₹764 Cr18,150,345
↑ 373,816
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 08 | HDFC
3%₹578 Cr3,322,373
↑ 56,700
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Jun 15 | 500696
3%₹557 Cr2,692,899
↓ -130,054
Cipla Ltd (Healthcare)
Equity, Since 30 Nov 19 | 500087
3%₹516 Cr6,657,140
↓ -193,810
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
3%₹485 Cr3,825,632
↓ -820,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 12 | HCLTECH
3%₹479 Cr5,900,727
↓ -200,000

Why to Invest in Best Large Cap Mutual Funds

1. Stable Investment

Large companies are well-established which means that they have more consistent income. The large cap fund invests in companies that are large, have been around for many years, have a stable workforce and an establish product/service that generates revenue. That is why one of the greatest benefits of large cap stocks is the stability they provide.This reflects in the portfolio of the large cap mutual fund and in its NAV too.

2. Steady Returns

In long-term, though large-cap funds have lower returns than mid- and small-cap funds, the returns in large cap are more steady. The volatility in mid-caps is much higher and one sees more periods of losses in mid caps than large caps. As an investor if one wants to invest in equities, then investing in large cap mutual funds could be a starting point.

3. Less Volatile

Large cap funds are less volatile than mid- and small-cap funds. This has also been proven with historical data too. The image below has an analysis of Large Cap's average annual returns of last 15 years. This is done by using BSE Sensex as a proxy for large-cap and BSE mid-cap for mid-caps.

Large-cap-Vs-Mid-cap

4. Moderately High-Risk

As the investments are made in large companies, these funds tend to have low-risk compared to mid- and small-cap funds. But, equities can lead to losses in the short run. Therefore, one should be prepared to see losses and not lose sleep over the same. If one does have a long holding period (at least more than 5 years) and follows certain basics of investing, then one can make good amount of profits.

How to Invest in Best Large Cap Funds Online?

  1. Open Free Investment Account for Lifetime at Fincash.com

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

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Conclusion

Since large cap funds invest in companies with big market capitalization, these firms have the size and scale to survive the bad markets and economic cycles. Therefore, investment in large caps is considered to be the safest of all equity mutual fund categories. However, one should always remember that the underlying investment is equity and there are risks to it. While risks of large caps are relatively lower, the returns would also be steady and not exceptional returns during bull market phases. Investors who prefer moderate yet sustained returns with a certain degree of risk; can invest in the best large cap funds!

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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Surya Teja Divvela , posted on 17 Jan 20 11:39 PM

Superb. Gave very depth information.

Shailendra sahu, posted on 25 Jun 19 7:51 PM

Very good and give us about best largecap fund somtimes

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