fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-62820123
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 April 2, 2020 , 43027 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.

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.

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 (%)
SBI Bluechip Fund Growth ₹28.1206
↓ -0.57
₹22,044-32.6-28.8-28-5.9-0.411.6
ICICI Prudential Bluechip Fund Growth ₹30.02
↓ -1.22
₹23,609-32.8-27.9-28.9-4.50.29.8
Aditya Birla Sun Life Frontline Equity Fund Growth ₹156.88
↓ -2.84
₹19,314-33-27.7-30.6-6.9-17.6
Nippon India Large Cap Fund Growth ₹22.8692
↓ -0.42
₹11,745-36.4-31.1-35.4-6.4-1.57.3
BNP Paribas Large Cap Fund Growth ₹71.45
↓ -1.64
₹793-27-23.4-18.3-1.30.317.2
Kotak Bluechip Fund Growth ₹172.274
↓ -4.78
₹1,446-32.2-26.2-26.2-4.5-0.314.2
L&T India Large Cap Fund Growth ₹19.946
↓ -0.45
₹519-31.3-26.9-26.4-4.5-1.313.2
TATA Large Cap Fund Growth ₹153.583
↓ -4.51
₹760-33.7-29.5-29.7-6-1.612.1
Franklin India Bluechip Fund Growth ₹321.186
↓ -4.82
₹5,838-32.3-26.4-31.7-7.8-2.25.3
HDFC Top 100 Fund Growth ₹328.25
↓ -4.20
₹16,819-34.9-30.3-34.5-6.8-1.17.7
JM Large Cap Fund Growth ₹58.5841
↓ -0.52
₹3,154-14.3-11.4-11.7-0.10.64.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Apr 20
*List of 11 Best Large cap mutual funds with AUM/Net Assets > 500 Crore.

1. 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 7.6% 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 (03 Apr 20) ₹28.1206 ↓ -0.57   (-2.00 %)
Net Assets (Cr) ₹22,044 on 29 Feb 20
Category Equity - Large Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.23
Sharpe Ratio 0.31
Information Ratio -0.58
Alpha Ratio 2.91
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 15₹10,000
31 Mar 16₹9,840
31 Mar 17₹11,831
31 Mar 18₹13,118
31 Mar 19₹13,818
31 Mar 20₹10,485

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 .
Net Profit of
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 3 Apr 20

DurationReturns
1 Month -28.2%
3 Month -32.6%
6 Month -28.8%
1 Year -28%
3 Year -5.9%
5 Year -0.4%
10 Year
15 Year
Since launch 7.6%
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 109.34 Yr.

Data below for SBI Bluechip Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services41.52%
Consumer Defensive9.26%
Consumer Cyclical8.05%
Industrials7.99%
Energy6.61%
Basic Materials6.44%
Technology5.19%
Health Care5.17%
Real Estate2.63%
Utility1.86%
Communication Services1.5%
Asset Allocation
Asset ClassValue
Cash3.9%
Equity96.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
10%₹2,116 Cr17,970,378
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | ICICIBANK
7%₹1,549 Cr31,143,104
Nestle India Ltd (Consumer Defensive)
Equity, Since 31 May 16 | NESTLEIND
5%₹1,002 Cr634,722
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 09 | LT
4%₹898 Cr7,562,209
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
4%₹844 Cr12,101,751
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 15 | HDFC
4%₹830 Cr3,812,989
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | KOTAKBANK
4%₹828 Cr5,110,470
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
4%₹824 Cr41,713,904
State Bank of India (Financial Services)
Equity, Since 28 Feb 14 | SBIN
4%₹783 Cr25,849,243
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 15 | RELIANCE
3%₹766 Cr5,768,354

2. 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 9.7% 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 (03 Apr 20) ₹30.02 ↓ -1.22   (-3.84 %)
Net Assets (Cr) ₹23,609 on 29 Feb 20
Category Equity - Large Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.13
Sharpe Ratio 0.09
Information Ratio -0.53
Alpha Ratio -0.81
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 15₹10,000
31 Mar 16₹9,335
31 Mar 17₹11,649
31 Mar 18₹13,107
31 Mar 19₹14,311
31 Mar 20₹10,784

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 ₹307,716.
Net Profit of ₹7,716
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 3 Apr 20

DurationReturns
1 Month -27.6%
3 Month -32.8%
6 Month -27.9%
1 Year -28.9%
3 Year -4.5%
5 Year 0.2%
10 Year
15 Year
Since launch 9.7%
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 172.47 Yr.
Priyanka Khandelwal15 Jun 172.55 Yr.
Anish Tawakley5 Sep 181.32 Yr.

Data below for ICICI Prudential Bluechip Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services33.36%
Technology10.52%
Consumer Defensive8.42%
Energy8.08%
Consumer Cyclical7.75%
Basic Materials6.73%
Communication Services5.65%
Industrials5.41%
Utility4.37%
Health Care2.14%
Asset Allocation
Asset ClassValue
Cash4.47%
Equity95.48%
Other0.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
9%₹2,190 Cr18,596,425
↓ -350,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK
7%₹1,691 Cr34,000,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
7%₹1,572 Cr21,484,140
↑ 486,296
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | BHARTIARTL
5%₹1,253 Cr23,943,296
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
5%₹1,130 Cr16,198,329
↑ 164,793
Treps
CBLO/Reverse Repo | -
4%₹994 Cr
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 08 | RELIANCE
4%₹971 Cr7,305,578
↑ 198,653
Net Current Assets
Net Current Assets | -
4%-₹866 Cr
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Apr 18 | 540719
3%₹823 Cr9,245,738
↑ 100,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Dec 16 | HDFC
3%₹802 Cr3,687,165

3. 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 16.9% 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 (03 Apr 20) ₹156.88 ↓ -2.84   (-1.78 %)
Net Assets (Cr) ₹19,314 on 29 Feb 20
Category Equity - Large Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 0.08
Information Ratio -1.08
Alpha Ratio -1.43
Min Investment 1,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 15₹10,000
31 Mar 16₹9,494
31 Mar 17₹11,794
31 Mar 18₹12,779
31 Mar 19₹13,848
31 Mar 20₹10,081

Aditya Birla Sun Life Frontline Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%

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 3 Apr 20

DurationReturns
1 Month -28.6%
3 Month -33%
6 Month -27.7%
1 Year -30.6%
3 Year -6.9%
5 Year -1%
10 Year
15 Year
Since launch 16.9%
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 0514.13 Yr.

Data below for Aditya Birla Sun Life Frontline Equity Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services40.21%
Technology10.25%
Consumer Defensive8.37%
Energy8.16%
Industrials6.33%
Basic Materials5.75%
Consumer Cyclical5.32%
Health Care5.1%
Communication Services4.14%
Utility3.08%
Real Estate0%
Asset Allocation
Asset ClassValue
Cash3.27%
Equity96.73%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
9%₹1,827 Cr15,517,450
↓ -1,221,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹1,751 Cr35,211,765
↓ -1,000,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
6%₹1,175 Cr16,056,202
↓ -15,072
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 08 | LT
4%₹858 Cr7,225,894
↓ -200,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
4%₹798 Cr15,252,415
↑ 612,473
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
4%₹795 Cr5,984,232
↓ -561,088
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
4%₹708 Cr23,358,263
↑ 1,778,636
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | 532215
3%₹621 Cr8,902,170
↑ 339,132
NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 532555
3%₹594 Cr55,752,427
↑ 7,336,657
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 08 | HDFC
3%₹587 Cr2,696,122
↓ -638,395

4. Nippon India Large Cap Fund

(Erstwhile Reliance Top 200 Fund)

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

Nippon India Large Cap Fund is a Equity - Large Cap fund was launched on 8 Aug 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 6.8% since its launch.  Ranked 20 in Large Cap category.  Return for 2019 was 7.3% , 2018 was -0.2% and 2017 was 38.4% .

Below is the key information for Nippon India Large Cap Fund

Nippon India Large Cap Fund
Growth
Launch Date 8 Aug 07
NAV (03 Apr 20) ₹22.8692 ↓ -0.42   (-1.78 %)
Net Assets (Cr) ₹11,745 on 29 Feb 20
Category Equity - Large Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.28
Sharpe Ratio -0.04
Information Ratio -0.28
Alpha Ratio -2.7
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 15₹10,000
31 Mar 16₹9,078
31 Mar 17₹11,317
31 Mar 18₹12,688
31 Mar 19₹14,498
31 Mar 20₹9,883

Nippon India Large Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%

Returns for Nippon India Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Apr 20

DurationReturns
1 Month -30.6%
3 Month -36.4%
6 Month -31.1%
1 Year -35.4%
3 Year -6.4%
5 Year -1.5%
10 Year
15 Year
Since launch 6.8%
Historical performance (Yearly) on absolute basis
YearReturns
2019 7.3%
2018 -0.2%
2017 38.4%
2016 2.2%
2015 1.1%
2014 54.6%
2013 4.2%
2012 41%
2011 -26.4%
2010 19.4%
Fund Manager information for Nippon India Large Cap Fund
NameSinceTenure
Sailesh Raj Bhan8 Aug 0712.41 Yr.
Kinjal Desai25 May 181.6 Yr.

Data below for Nippon India Large Cap Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services30.74%
Industrials15.38%
Consumer Cyclical12.57%
Energy8.32%
Consumer Defensive8.05%
Health Care7.52%
Technology7.45%
Communication Services4.46%
Basic Materials3.18%
Utility1.24%
Asset Allocation
Asset ClassValue
Cash0.62%
Equity99.22%
Other0.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN
7%₹833 Cr27,500,000
↓ -1,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
6%₹754 Cr6,401,222
↑ 1,400,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
6%₹721 Cr14,500,000
↓ -1,500,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT
6%₹653 Cr5,500,000
↓ -1,000,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC
5%₹622 Cr31,500,000
↑ 1,000,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY
5%₹578 Cr7,900,084
↓ -100,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
4%₹524 Cr10,000,683
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | 532215
4%₹453 Cr6,500,000
↓ -500,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
4%₹452 Cr3,400,000
↑ 1,500,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
3%₹358 Cr1,700,000
↓ -159,990

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 13.5% 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 (03 Apr 20) ₹71.45 ↓ -1.64   (-2.24 %)
Net Assets (Cr) ₹793 on 29 Feb 20
Category Equity - Large Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.46
Sharpe Ratio 1.04
Information Ratio 0.1
Alpha Ratio 9.9
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 15₹10,000
31 Mar 16₹9,142
31 Mar 17₹10,667
31 Mar 18₹11,667
31 Mar 19₹12,588
31 Mar 20₹10,885

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 ₹307,716.
Net Profit of ₹7,716
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 3 Apr 20

DurationReturns
1 Month -24.4%
3 Month -27%
6 Month -23.4%
1 Year -18.3%
3 Year -1.3%
5 Year 0.3%
10 Year
15 Year
Since launch 13.5%
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 163.04 Yr.
Karthikraj Lakshmanan7 Oct 163.15 Yr.

Data below for BNP Paribas Large Cap Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services42.23%
Consumer Defensive10.22%
Technology9.79%
Energy8.65%
Basic Materials7.32%
Consumer Cyclical7.22%
Communication Services4.29%
Industrials3.89%
Health Care1.48%
Asset Allocation
Asset ClassValue
Cash4.9%
Equity95.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
9%₹73 Cr620,000
↑ 20,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | ICICIBANK
8%₹65 Cr1,300,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 17 | RELIANCE
6%₹47 Cr355,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY
6%₹45 Cr619,000
Treps
CBLO/Reverse Repo | -
5%₹37 Cr
Bharti Airtel Ltd (Communication Services)
Equity, Since 29 Feb 08 | BHARTIARTL
4%₹34 Cr650,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | KOTAKBANK
4%₹34 Cr210,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 18 | 500034
4%₹32 Cr72,600
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
4%₹31 Cr450,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Dec 13 | ULTRACEMCO
4%₹31 Cr72,500

6. 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 (03 Apr 20) ₹172.274 ↓ -4.78   (-2.70 %)
Net Assets (Cr) ₹1,446 on 29 Feb 20
Category Equity - Large Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.2
Sharpe Ratio 0.47
Information Ratio -0.6
Alpha Ratio 3.68
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 Mar 15₹10,000
31 Mar 16₹9,543
31 Mar 17₹11,327
31 Mar 18₹12,368
31 Mar 19₹13,503
31 Mar 20₹10,583

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 .
Net Profit of
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 3 Apr 20

DurationReturns
1 Month -28.1%
3 Month -32.2%
6 Month -26.2%
1 Year -26.2%
3 Year -4.5%
5 Year -0.3%
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 145.92 Yr.

Data below for Kotak Bluechip Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services39.34%
Technology11.45%
Energy10.17%
Basic Materials8.83%
Industrials7.9%
Consumer Defensive6.26%
Consumer Cyclical5.35%
Utility3.01%
Communication Services2.49%
Health Care2.1%
Real Estate0.57%
Asset Allocation
Asset ClassValue
Cash2.15%
Equity97.84%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
9%₹126 Cr1,070,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE
8%₹117 Cr881,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
8%₹115 Cr2,314,250
↓ -35,750
Infosys Ltd (Technology)
Equity, Since 31 Oct 04 | INFY
6%₹80 Cr1,100,000
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 13 | 532215
5%₹66 Cr950,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 17 | HDFC
4%₹62 Cr285,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK
4%₹56 Cr345,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 17 | TCS
4%₹54 Cr269,850
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 12 | LT
4%₹53 Cr450,000
State Bank of India (Financial Services)
Equity, Since 31 May 14 | SBIN
3%₹41 Cr1,350,000

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 5.7% 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 (03 Apr 20) ₹19.946 ↓ -0.45   (-2.23 %)
Net Assets (Cr) ₹519 on 29 Feb 20
Category Equity - Large Cap
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.78
Sharpe Ratio 0.52
Information Ratio -0.27
Alpha Ratio 5.14
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 15₹10,000
31 Mar 16₹9,170
31 Mar 17₹10,827
31 Mar 18₹11,867
31 Mar 19₹12,853
31 Mar 20₹10,045

L&T India Large Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%

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 3 Apr 20

DurationReturns
1 Month -28%
3 Month -31.3%
6 Month -26.9%
1 Year -26.4%
3 Year -4.5%
5 Year -1.3%
10 Year
15 Year
Since launch 5.7%
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 127.11 Yr.
Vihang Naik17 Dec 190.04 Yr.
Alok Ranjan1 Oct 190.25 Yr.

Data below for L&T India Large Cap Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services40.97%
Basic Materials10.41%
Technology9.84%
Energy8.83%
Consumer Cyclical6.59%
Consumer Defensive6.32%
Communication Services4.59%
Health Care4.06%
Industrials3.33%
Real Estate2.03%
Utility1.34%
Asset Allocation
Asset ClassValue
Cash1.83%
Equity98.32%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
9%₹45 Cr384,600
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 15 | RELIANCE
7%₹37 Cr279,200
↓ -3,900
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK
7%₹37 Cr736,200
↓ -15,500
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFC
5%₹25 Cr114,200
Infosys Ltd (Technology)
Equity, Since 31 Dec 08 | INFY
5%₹24 Cr333,000
↓ -34,600
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 17 | BHARTIARTL
5%₹24 Cr454,800
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 14 | KOTAKBANK
4%₹21 Cr132,000
State Bank of India (Financial Services)
Equity, Since 31 May 14 | SBIN
3%₹17 Cr568,800
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT
3%₹17 Cr140,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 18 | 500034
3%₹16 Cr36,000

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 17.4% 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 (03 Apr 20) ₹153.583 ↓ -4.51   (-2.85 %)
Net Assets (Cr) ₹760 on 29 Feb 20
Category Equity - Large Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 0.34
Information Ratio -1.01
Alpha Ratio -0.8
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
31 Mar 15₹10,000
31 Mar 16₹9,446
31 Mar 17₹11,112
31 Mar 18₹12,060
31 Mar 19₹13,251
31 Mar 20₹9,911

TATA Large Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%

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 3 Apr 20

DurationReturns
1 Month -29.8%
3 Month -33.7%
6 Month -29.5%
1 Year -29.7%
3 Year -6%
5 Year -1.6%
10 Year
15 Year
Since launch 17.4%
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 181.45 Yr.
Ennette Fernandes18 Jun 181.45 Yr.

Data below for TATA Large Cap Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services43.53%
Technology11.24%
Energy10.79%
Industrials8.88%
Basic Materials6.36%
Utility4.03%
Communication Services3.79%
Consumer Cyclical2.89%
Consumer Defensive2.86%
Asset Allocation
Asset ClassValue
Cash5.57%
Equity94.39%
Other0.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 11 | ICICIBANK
10%₹74 Cr1,480,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
9%₹69 Cr583,000
State Bank of India (Financial Services)
Equity, Since 30 Apr 14 | SBIN
8%₹58 Cr1,905,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY
7%₹52 Cr710,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
7%₹51 Cr385,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532215
6%₹47 Cr680,000
↓ -90,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 13 | LT
6%₹42 Cr356,000
A) Repo
CBLO/Reverse Repo | -
5%₹37 Cr
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 10 | HDFC
5%₹37 Cr170,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 16 | 500034
4%₹30 Cr67,500

9. Franklin India Bluechip Fund

The investment objective of Bluechip Fund is primarily to provide medium to long term capital appreciation.

Franklin India Bluechip Fund is a Equity - Large Cap fund was launched on 1 Dec 93. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.5% since its launch.  Ranked 41 in Large Cap category.  Return for 2019 was 5.3% , 2018 was -3.6% and 2017 was 26.3% .

Below is the key information for Franklin India Bluechip Fund

Franklin India Bluechip Fund
Growth
Launch Date 1 Dec 93
NAV (03 Apr 20) ₹321.186 ↓ -4.82   (-1.48 %)
Net Assets (Cr) ₹5,838 on 29 Feb 20
Category Equity - Large Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.06
Sharpe Ratio -0.19
Information Ratio -1.7
Alpha Ratio -4.77
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 15₹10,000
31 Mar 16₹9,683
31 Mar 17₹11,498
31 Mar 18₹12,206
31 Mar 19₹13,264
31 Mar 20₹9,481

Franklin India Bluechip Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%

Returns for Franklin India 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 3 Apr 20

DurationReturns
1 Month -27.3%
3 Month -32.3%
6 Month -26.4%
1 Year -31.7%
3 Year -7.8%
5 Year -2.2%
10 Year
15 Year
Since launch 14.5%
Historical performance (Yearly) on absolute basis
YearReturns
2019 5.3%
2018 -3.6%
2017 26.3%
2016 6.4%
2015 2%
2014 37.2%
2013 4.1%
2012 26.8%
2011 -18.2%
2010 23%
Fund Manager information for Franklin India Bluechip Fund
NameSinceTenure
Anand Radhakrishnan4 Apr 0712.75 Yr.
Roshi Jain2 May 163.67 Yr.
Pyari Menon26 Sep 190.26 Yr.

Data below for Franklin India Bluechip Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services32.96%
Basic Materials14.54%
Energy9.59%
Communication Services8.75%
Health Care8.17%
Utility6.34%
Industrials4.98%
Technology4.55%
Consumer Cyclical2.09%
Consumer Defensive0.76%
Asset Allocation
Asset ClassValue
Equity92.72%
Other7.28%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
10%₹597 Cr12,000,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN
9%₹515 Cr17,000,000
↑ 700,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
7%₹436 Cr3,700,000
Call, Cash & Other Assets
Receivables | -
7%₹425 Cr
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL
7%₹419 Cr8,000,000
↑ 500,000
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | 500124
5%₹263 Cr900,000
↓ -49,338
Indian Oil Corp Ltd (Energy)
Equity, Since 31 Dec 16 | IOC
4%₹249 Cr23,500,000
↑ 500,000
ACC Ltd (Basic Materials)
Equity, Since 31 Aug 13 | 500410
4%₹238 Cr1,800,000
↑ 175,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jul 14 | ULTRACEMCO
4%₹232 Cr550,000
NTPC Ltd (Utilities)
Equity, Since 28 Feb 17 | 532555
4%₹224 Cr21,000,000

10. HDFC Top 100 Fund

(Erstwhile HDFC Top 200)

To generate long term capital appreciation from a portfolio of equity and equity linked instruments. The investment portfolio for equity and equity linked instruments will be primarily drawn from the companies in the BSE 200 Index. Further, the Scheme may also invest in listed companies that would qualify to be in the top 200 by market capitalisation on the BSE even though they may not be listed on the BSE. This includes participation in large Ipos where in the market capitalisation of the company based on issue price would make the company a part of the top 200 companies listed on the BSE based on market capitalisation.

HDFC Top 100 Fund is a Equity - Large Cap fund was launched on 11 Oct 96. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.1% since its launch.  Ranked 43 in Large Cap category.  Return for 2019 was 7.7% , 2018 was 0.1% and 2017 was 32% .

Below is the key information for HDFC Top 100 Fund

HDFC Top 100 Fund
Growth
Launch Date 11 Oct 96
NAV (03 Apr 20) ₹328.25 ↓ -4.20   (-1.26 %)
Net Assets (Cr) ₹16,819 on 29 Feb 20
Category Equity - Large Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.12
Sharpe Ratio -0.22
Information Ratio -0.73
Alpha Ratio -6.35
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 15₹10,000
31 Mar 16₹9,020
31 Mar 17₹11,727
31 Mar 18₹12,522
31 Mar 19₹14,670
31 Mar 20₹10,061

HDFC Top 100 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%

Returns for HDFC Top 100 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Apr 20

DurationReturns
1 Month -27.3%
3 Month -34.9%
6 Month -30.3%
1 Year -34.5%
3 Year -6.8%
5 Year -1.1%
10 Year
15 Year
Since launch 17.1%
Historical performance (Yearly) on absolute basis
YearReturns
2019 7.7%
2018 0.1%
2017 32%
2016 8.5%
2015 -6.1%
2014 46.5%
2013 4%
2012 32.4%
2011 -24.3%
2010 25.1%
Fund Manager information for HDFC Top 100 Fund
NameSinceTenure
Prashant Jain19 Jun 0316.55 Yr.
Chirag Dagli31 Jul 190.42 Yr.

Data below for HDFC Top 100 Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services38.22%
Energy15.39%
Technology11.39%
Utility9.21%
Industrials8.44%
Basic Materials5.28%
Consumer Defensive5.04%
Health Care4.31%
Communication Services0.78%
Asset Allocation
Asset ClassValue
Cash1.85%
Equity98.06%
Other0.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 05 | ICICIBANK
9%₹1,554 Cr31,243,853
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
8%₹1,401 Cr11,896,294
State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN
7%₹1,244 Cr41,056,500
Infosys Ltd (Technology)
Equity, Since 31 Aug 04 | INFY
7%₹1,128 Cr15,409,954
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 06 | RELIANCE
7%₹1,120 Cr8,430,264
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 06 | LT
6%₹982 Cr8,265,828
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC
5%₹848 Cr42,915,140
↑ 2,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | 532215
4%₹754 Cr10,806,405
NTPC Ltd (Utilities)
Equity, Since 30 Jun 15 | 532555
4%₹624 Cr58,610,537
↑ 440,000
Coal India Ltd (Energy)
Equity, Since 30 Sep 17 | COALINDIA
3%₹500 Cr29,713,886
↑ 331,000

11. JM Large Cap Fund

(Erstwhile JM Equity Fund)

The scheme seeks to provide optimum capital growth and appreciation.

JM Large Cap Fund is a Equity - Large Cap fund was launched on 1 Apr 95. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 7.3% since its launch.  Ranked 73 in Large Cap category.  Return for 2019 was 4.9% , 2018 was 0.8% and 2017 was 20.9% .

Below is the key information for JM Large Cap Fund

JM Large Cap Fund
Growth
Launch Date 1 Apr 95
NAV (03 Apr 20) ₹58.5841 ↓ -0.52   (-0.87 %)
Net Assets (Cr) ₹3,154 on 29 Feb 20
Category Equity - Large Cap
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.01
Sharpe Ratio -0.06
Information Ratio -0.89
Alpha Ratio -2.37
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-60 Days (1%),60 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 15₹10,000
31 Mar 16₹9,069
31 Mar 17₹10,366
31 Mar 18₹11,129
31 Mar 19₹11,782
31 Mar 20₹10,671

JM Large Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹307,716.
Net Profit of ₹7,716
Invest Now

Returns for JM Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Apr 20

DurationReturns
1 Month -11.8%
3 Month -14.3%
6 Month -11.4%
1 Year -11.7%
3 Year -0.1%
5 Year 0.6%
10 Year
15 Year
Since launch 7.3%
Historical performance (Yearly) on absolute basis
YearReturns
2019 4.9%
2018 0.8%
2017 20.9%
2016 1.8%
2015 -1.3%
2014 45.5%
2013 1.7%
2012 29.5%
2011 -31%
2010 12.9%
Fund Manager information for JM Large Cap Fund
NameSinceTenure
Asit Bhandarkar5 Oct 172.15 Yr.
Chaitanya Choksi1 Aug 145.33 Yr.

Data below for JM Large Cap Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services33.9%
Consumer Defensive8.52%
Technology8.39%
Consumer Cyclical6.82%
Basic Materials6.75%
Energy4.7%
Industrials3.62%
Health Care3.32%
Communication Services2.37%
Utility1.3%
Real Estate0.78%
Asset Allocation
Asset ClassValue
Cash19.52%
Equity80.48%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps
Net Current Assets | -
7%₹210 Cr00
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 12 | HDFCBANK
6%₹191 Cr1,623,150
↑ 10,960
Axis Bank Ltd
Net Current Assets | -
6%₹183 Cr
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
5%₹173 Cr2,477,766
↑ 55,935
State Bank of India (Financial Services)
Equity, Since 31 Oct 11 | SBIN
5%₹155 Cr5,120,763
↑ 1,544,590
ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 15 | ITC
4%₹130 Cr6,605,242
↑ 1,958,485
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | ICICIBANK
4%₹123 Cr2,478,625
↑ 76,513
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 12 | HDFC
4%₹121 Cr557,147
↓ -361,245
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 15 | RELIANCE
4%₹120 Cr902,495
↓ -955,463
Tech Mahindra Ltd (Technology)
Equity, Since 31 Dec 16 | 532755
3%₹107 Cr1,441,373
↑ 468,000

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!

Get Started

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.
How helpful was this page ?
Rated 4.4, based on 308 reviews.
POST A COMMENT

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

1 - 2 of 2