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11 Best performing Large Cap Mutual Funds in India for 2023

Fincash » Mutual Funds » Best Large Cap Funds

11 Best Large Cap Equity Funds 2023

Updated on January 30, 2023 , 76783 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 2023.

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 23 - 24

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
ICICI Prudential Bluechip Fund Growth ₹68.24
↓ -0.27
₹35,049-2.23.82.215.810.46.9
Nippon India Large Cap Fund Growth ₹54.3943
↑ 0.08
₹12,612-24.36.415.59.711.3
IDBI India Top 100 Equity Fund Growth ₹39.38
↓ -0.11
₹614-4.20.5-1.315.19.72.9
HDFC Top 100 Fund Growth ₹740.708
↓ -2.32
₹22,703-1.34.55.315.19.110.6
SBI Bluechip Fund Growth ₹62.8009
↑ 0.07
₹34,622-22.92.614.79.84.4
Canara Robeco Bluechip Equity Fund Growth ₹41.09
↑ 0.05
₹8,667-3.41.5-214.311.90.8
Kotak Bluechip Fund Growth ₹376.722
↓ -0.62
₹5,256-2.32.2-0.314.310.12
Aditya Birla Sun Life Frontline Equity Fund Growth ₹342.65
↓ -1.04
₹22,063-3.11.6-0.6148.63.5
L&T India Large Cap Fund Growth ₹42.242
↑ 0.02
₹7584.416.72.913.610.5
Franklin India Bluechip Fund Growth ₹682.849
↓ -1.26
₹6,495-2.10-413.37.4-2.2
TATA Large Cap Fund Growth ₹331.957
↓ -1.35
₹1,410-3.31.5-213.38.73.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Feb 23

*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. ICICI Prudential Bluechip Fund

(Erstwhile ICICI Prudential Focused Bluechip Equity Fund)

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

ICICI Prudential Bluechip Fund is a Equity - Large Cap fund was launched on 23 May 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14% since its launch.  Ranked 21 in Large Cap category.  Return for 2022 was 6.9% , 2021 was 29.2% and 2020 was 13.5% .

Below is the key information for ICICI Prudential Bluechip Fund

ICICI Prudential Bluechip Fund
Growth
Launch Date 23 May 08
NAV (01 Feb 23) ₹68.24 ↓ -0.27   (-0.39 %)
Net Assets (Cr) ₹35,049 on 31 Dec 22
Category Equity - Large Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio 0.19
Information Ratio 0.19
Alpha Ratio 1.73
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 Jan 18₹10,000
31 Jan 19₹9,514
31 Jan 20₹10,527
31 Jan 21₹11,963
31 Jan 22₹15,791
31 Jan 23₹16,402

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 ₹395,578.
Net Profit of ₹95,578
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 1 Feb 23

DurationReturns
1 Month -2.1%
3 Month -2.2%
6 Month 3.8%
1 Year 2.2%
3 Year 15.8%
5 Year 10.4%
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
2022 6.9%
2021 29.2%
2020 13.5%
2019 9.8%
2018 -0.8%
2017 32.7%
2016 7.7%
2015 -0.2%
2014 41.1%
2013 10.2%
Fund Manager information for ICICI Prudential Bluechip Fund
NameSinceTenure
Anish Tawakley5 Sep 184.33 Yr.
Vaibhav Dusad18 Jan 211.95 Yr.
Sharmila D’mello31 Jul 220.42 Yr.

Data below for ICICI Prudential Bluechip Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services32.86%
Technology11.66%
Energy10.59%
Industrials8.12%
Consumer Cyclical7.87%
Consumer Defensive5.66%
Basic Materials5.13%
Health Care5.01%
Communication Services4.17%
Utility1.67%
Real Estate0.32%
Asset Allocation
Asset ClassValue
Cash6.92%
Equity93.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK
9%₹3,303 Cr37,081,597
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
8%₹2,942 Cr18,067,127
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 08 | RELIANCE
8%₹2,847 Cr11,176,768
↑ 341,700
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
7%₹2,375 Cr15,748,891
↓ -111,064
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 12 | LT
7%₹2,354 Cr11,287,707
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | AXISBANK
6%₹2,049 Cr21,943,716
↓ -189,500
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | BHARTIARTL
4%₹1,275 Cr15,819,593
↓ -215,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 16 | MARUTI
3%₹1,117 Cr1,331,033
↑ 245,317
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 30 Apr 18 | SBILIFE
3%₹998 Cr8,105,786
↓ -622,564
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 17 | 532538
3%₹987 Cr1,418,576

2. 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 11.6% since its launch.  Ranked 20 in Large Cap category.  Return for 2022 was 11.3% , 2021 was 32.4% and 2020 was 4.9% .

Below is the key information for Nippon India Large Cap Fund

Nippon India Large Cap Fund
Growth
Launch Date 8 Aug 07
NAV (01 Feb 23) ₹54.3943 ↑ 0.08   (0.15 %)
Net Assets (Cr) ₹12,612 on 31 Dec 22
Category Equity - Large Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 0.44
Information Ratio -0.09
Alpha Ratio 4.97
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 Jan 18₹10,000
31 Jan 19₹9,665
31 Jan 20₹10,351
31 Jan 21₹10,886
31 Jan 22₹14,806
31 Jan 23₹15,906

Nippon India Large Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for Nippon India Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Feb 23

DurationReturns
1 Month -1.4%
3 Month -2%
6 Month 4.3%
1 Year 6.4%
3 Year 15.5%
5 Year 9.7%
10 Year
15 Year
Since launch 11.6%
Historical performance (Yearly) on absolute basis
YearReturns
2022 11.3%
2021 32.4%
2020 4.9%
2019 7.3%
2018 -0.2%
2017 38.4%
2016 2.2%
2015 1.1%
2014 54.6%
2013 4.2%
Fund Manager information for Nippon India Large Cap Fund
NameSinceTenure
Sailesh Raj Bhan8 Aug 0715.41 Yr.
Ashutosh Bhargava1 Sep 211.33 Yr.
Kinjal Desai25 May 184.61 Yr.
Akshay Sharma1 Dec 220.08 Yr.

Data below for Nippon India Large Cap Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services36.52%
Consumer Cyclical12.74%
Industrials12%
Technology9.18%
Consumer Defensive8.66%
Energy8.34%
Health Care3.95%
Basic Materials2.43%
Utility2.07%
Communication Services1.14%
Asset Allocation
Asset ClassValue
Cash2.97%
Equity97.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 19 | HDFC
7%₹844 Cr3,200,315
↓ -600,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
7%₹841 Cr3,300,000
↑ 300,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT
7%₹834 Cr4,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
6%₹737 Cr4,524,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN
6%₹736 Cr12,000,644
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
5%₹668 Cr7,500,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC
5%₹580 Cr17,500,000
↓ -1,000,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY
4%₹543 Cr3,600,084
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | AXISBANK
4%₹514 Cr5,500,080
HCL Technologies Ltd (Technology)
Equity, Since 31 Aug 19 | HCLTECH
4%₹457 Cr4,400,927

3. 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 13.6% since its launch.  Ranked 45 in Large Cap category.  Return for 2022 was 2.9% , 2021 was 31.2% and 2020 was 16.4% .

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 (01 Feb 23) ₹39.38 ↓ -0.11   (-0.28 %)
Net Assets (Cr) ₹614 on 31 Dec 22
Category Equity - Large Cap
AMC IDBI Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.47
Sharpe Ratio -0.05
Information Ratio 0.23
Alpha Ratio -1.88
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 Jan 18₹10,000
31 Jan 19₹9,036
31 Jan 20₹10,403
31 Jan 21₹11,839
31 Jan 22₹15,851
31 Jan 23₹15,923

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 ₹385,859.
Net Profit of ₹85,859
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 1 Feb 23

DurationReturns
1 Month -3%
3 Month -4.2%
6 Month 0.5%
1 Year -1.3%
3 Year 15.1%
5 Year 9.7%
10 Year
15 Year
Since launch 13.6%
Historical performance (Yearly) on absolute basis
YearReturns
2022 2.9%
2021 31.2%
2020 16.4%
2019 12.7%
2018 -5.9%
2017 28%
2016 1.5%
2015 3.2%
2014 40.6%
2013 7.2%
Fund Manager information for IDBI India Top 100 Equity Fund
NameSinceTenure
Alok Ranjan16 Aug 211.38 Yr.

Data below for IDBI India Top 100 Equity Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services38.47%
Consumer Cyclical11.95%
Technology11.93%
Basic Materials9.58%
Industrials7.3%
Energy6.88%
Consumer Defensive4.35%
Health Care4%
Real Estate2.39%
Communication Services1.26%
Asset Allocation
Asset ClassValue
Cash1.88%
Equity98.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 16 | HDFCBANK
8%₹50 Cr307,182
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
7%₹45 Cr509,292
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 18 | RELIANCE
7%₹42 Cr165,794
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
6%₹35 Cr566,957
Infosys Ltd (Technology)
Equity, Since 31 Mar 18 | INFY
5%₹32 Cr209,877
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 19 | AXISBANK
5%₹31 Cr326,703
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 12 | HDFC
4%₹27 Cr102,448
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 19 | TCS
3%₹17 Cr53,247
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 17 | LT
3%₹16 Cr77,348
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK
2%₹15 Cr81,223

4. 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 18.7% since its launch.  Ranked 43 in Large Cap category.  Return for 2022 was 10.6% , 2021 was 28.5% and 2020 was 5.9% .

Below is the key information for HDFC Top 100 Fund

HDFC Top 100 Fund
Growth
Launch Date 11 Oct 96
NAV (01 Feb 23) ₹740.708 ↓ -2.32   (-0.31 %)
Net Assets (Cr) ₹22,703 on 31 Dec 22
Category Equity - Large Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.79
Sharpe Ratio 0.42
Information Ratio -0.16
Alpha Ratio 5.3
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 18₹10,000
31 Jan 19₹9,671
31 Jan 20₹10,092
31 Jan 21₹10,983
31 Jan 22₹14,465
31 Jan 23₹15,419

HDFC Top 100 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for HDFC Top 100 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Feb 23

DurationReturns
1 Month -1.7%
3 Month -1.3%
6 Month 4.5%
1 Year 5.3%
3 Year 15.1%
5 Year 9.1%
10 Year
15 Year
Since launch 18.7%
Historical performance (Yearly) on absolute basis
YearReturns
2022 10.6%
2021 28.5%
2020 5.9%
2019 7.7%
2018 0.1%
2017 32%
2016 8.5%
2015 -6.1%
2014 46.5%
2013 4%
Fund Manager information for HDFC Top 100 Fund
NameSinceTenure
Rahul Baijal29 Jul 220.43 Yr.
Priya Ranjan1 May 220.67 Yr.

Data below for HDFC Top 100 Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services39.48%
Energy12.52%
Technology10.9%
Consumer Defensive6.67%
Industrials6.17%
Health Care4.84%
Utility4.01%
Consumer Cyclical3.81%
Communication Services3.35%
Basic Materials2.78%
Asset Allocation
Asset ClassValue
Cash5.47%
Equity94.53%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
9%₹1,993 Cr12,237,961
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 05 | ICICIBANK
9%₹1,985 Cr22,277,522
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 06 | RELIANCE
7%₹1,540 Cr6,046,781
Infosys Ltd (Technology)
Equity, Since 31 Aug 04 | INFY
6%₹1,375 Cr9,119,648
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 08 | HDFC
6%₹1,249 Cr4,734,142
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC
5%₹1,038 Cr31,318,755
State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN
4%₹1,007 Cr16,412,380
NTPC Ltd (Utilities)
Equity, Since 30 Jun 15 | NTPC
4%₹910 Cr54,669,743
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | AXISBANK
4%₹883 Cr9,452,714
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 06 | LT
4%₹877 Cr4,203,556

5. SBI Bluechip Fund

(Erstwhile SBI Blue Chip Fund)

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

SBI Bluechip Fund is a Equity - Large Cap fund was launched on 14 Feb 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.4% since its launch.  Ranked 9 in Large Cap category.  Return for 2022 was 4.4% , 2021 was 26.1% and 2020 was 16.3% .

Below is the key information for SBI Bluechip Fund

SBI Bluechip Fund
Growth
Launch Date 14 Feb 06
NAV (01 Feb 23) ₹62.8009 ↑ 0.07   (0.12 %)
Net Assets (Cr) ₹34,622 on 31 Dec 22
Category Equity - Large Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.73
Sharpe Ratio 0.02
Information Ratio -0.27
Alpha Ratio -1.58
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 Jan 18₹10,000
31 Jan 19₹9,250
31 Jan 20₹10,620
31 Jan 21₹12,074
31 Jan 22₹15,385
31 Jan 23₹15,989

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 ₹385,859.
Net Profit of ₹85,859
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 1 Feb 23

DurationReturns
1 Month -1.3%
3 Month -2%
6 Month 2.9%
1 Year 2.6%
3 Year 14.7%
5 Year 9.8%
10 Year
15 Year
Since launch 11.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022 4.4%
2021 26.1%
2020 16.3%
2019 11.6%
2018 -4.1%
2017 30.2%
2016 4.8%
2015 8%
2014 47.9%
2013 7.6%
Fund Manager information for SBI Bluechip Fund
NameSinceTenure
Sohini Andani1 Sep 1012.34 Yr.
Mohit Jain30 Nov 175.09 Yr.

Data below for SBI Bluechip Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services33.9%
Consumer Cyclical13.8%
Industrials8.92%
Consumer Defensive7.58%
Technology7.02%
Health Care6.89%
Energy6.01%
Basic Materials5.51%
Real Estate2.07%
Communication Services2.03%
Asset Allocation
Asset ClassValue
Cash6.01%
Equity93.99%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
9%₹3,175 Cr19,500,000
↑ 243,066
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | ICICIBANK
8%₹2,712 Cr30,443,104
Infosys Ltd (Technology)
Equity, Since 30 Nov 17 | INFY
5%₹1,634 Cr10,835,178
↓ -300,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 15 | RELIANCE
5%₹1,597 Cr6,270,915
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 09 | LT
5%₹1,577 Cr7,562,209
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
5%₹1,558 Cr47,000,000
↑ 3,000,000
State Bank of India (Financial Services)
Equity, Since 28 Feb 14 | SBIN
4%₹1,249 Cr20,349,243
↑ 2,000,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 15 | HDFC
4%₹1,240 Cr4,700,000
↓ -300,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | AXISBANK
3%₹1,005 Cr10,761,751
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
3%₹938 Cr2,748,463

6. Canara Robeco Bluechip Equity Fund

(Erstwhile Canara Robeco Large Cap+ Fund)

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

Canara Robeco Bluechip Equity Fund is a Equity - Large Cap fund was launched on 20 Aug 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12% since its launch.  Ranked 52 in Large Cap category.  Return for 2022 was 0.8% , 2021 was 24.5% and 2020 was 23.1% .

Below is the key information for Canara Robeco Bluechip Equity Fund

Canara Robeco Bluechip Equity Fund
Growth
Launch Date 20 Aug 10
NAV (01 Feb 23) ₹41.09 ↑ 0.05   (0.12 %)
Net Assets (Cr) ₹8,667 on 31 Dec 22
Category Equity - Large Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.9
Sharpe Ratio -0.23
Information Ratio -0.12
Alpha Ratio -5.02
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 18₹10,000
31 Jan 19₹10,047
31 Jan 20₹11,791
31 Jan 21₹14,019
31 Jan 22₹17,755
31 Jan 23₹17,584

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 ₹405,518.
Net Profit of ₹105,518
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 1 Feb 23

DurationReturns
1 Month -2.1%
3 Month -3.4%
6 Month 1.5%
1 Year -2%
3 Year 14.3%
5 Year 11.9%
10 Year
15 Year
Since launch 12%
Historical performance (Yearly) on absolute basis
YearReturns
2022 0.8%
2021 24.5%
2020 23.1%
2019 15.7%
2018 3.4%
2017 31.4%
2016 1.9%
2015 -0.5%
2014 35.9%
2013 5%
Fund Manager information for Canara Robeco Bluechip Equity Fund
NameSinceTenure
Vishal Mishra1 Jun 211.59 Yr.
Shridatta Bhandwaldar5 Jul 166.5 Yr.

Data below for Canara Robeco Bluechip Equity Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services37.58%
Technology10.92%
Consumer Defensive9.53%
Consumer Cyclical9.52%
Industrials6.28%
Energy5.92%
Basic Materials5.82%
Health Care5.72%
Communication Services2.68%
Utility2.36%
Asset Allocation
Asset ClassValue
Cash3.68%
Equity96.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | HDFCBANK
10%₹859 Cr5,274,700
↓ -50,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
9%₹758 Cr8,505,600
↓ -150,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 10 | INFY
7%₹608 Cr4,034,142
↑ 180,000
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 17 | RELIANCE
6%₹513 Cr2,013,250
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
5%₹402 Cr6,550,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | AXISBANK
5%₹391 Cr4,184,200
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT
4%₹304 Cr1,458,185
↓ -100,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | BAJFINANCE
3%₹260 Cr395,934
↑ 10,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 22 | ITC
3%₹259 Cr7,800,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | HINDUNILVR
3%₹250 Cr975,800
↓ -125,000

7. 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 17.7% since its launch.  Ranked 32 in Large Cap category.  Return for 2022 was 2% , 2021 was 27.7% and 2020 was 16.4% .

Below is the key information for Kotak Bluechip Fund

Kotak Bluechip Fund
Growth
Launch Date 29 Dec 98
NAV (01 Feb 23) ₹376.722 ↓ -0.62   (-0.16 %)
Net Assets (Cr) ₹5,256 on 31 Dec 22
Category Equity - Large Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio -0.13
Information Ratio -0.22
Alpha Ratio -2.91
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 Jan 18₹10,000
31 Jan 19₹9,388
31 Jan 20₹10,876
31 Jan 21₹12,471
31 Jan 22₹16,058
31 Jan 23₹16,253

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 ₹395,578.
Net Profit of ₹95,578
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 1 Feb 23

DurationReturns
1 Month -1.6%
3 Month -2.3%
6 Month 2.2%
1 Year -0.3%
3 Year 14.3%
5 Year 10.1%
10 Year
15 Year
Since launch 17.7%
Historical performance (Yearly) on absolute basis
YearReturns
2022 2%
2021 27.7%
2020 16.4%
2019 14.2%
2018 -2.1%
2017 29.2%
2016 2.9%
2015 3.8%
2014 42.5%
2013 4.3%
Fund Manager information for Kotak Bluechip Fund
NameSinceTenure
Harish Krishnan1 Jan 149.01 Yr.
Arjun Khanna30 Apr 220.67 Yr.

Data below for Kotak Bluechip Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services30.66%
Consumer Cyclical14.28%
Technology11.84%
Consumer Defensive8.8%
Energy7.8%
Industrials7.65%
Basic Materials6.72%
Health Care5.31%
Communication Services2.22%
Utility1.93%
Real Estate0.98%
Asset Allocation
Asset ClassValue
Cash2.03%
Equity97.97%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
7%₹379 Cr4,250,000
↓ -150,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE
7%₹347 Cr1,362,500
↓ -75,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
6%₹326 Cr2,000,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 04 | INFY
5%₹287 Cr1,900,000
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 13 | AXISBANK
4%₹222 Cr2,375,000
↓ -62,500
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 12 | LT
4%₹203 Cr975,000
↓ -25,000
ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 06 | ITC
3%₹154 Cr4,650,000
↑ 1,150,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 13 | MARUTI
3%₹153 Cr182,500
↓ -2,500
State Bank of India (Financial Services)
Equity, Since 30 Jun 21 | SBIN
3%₹147 Cr2,400,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 17 | HDFC
3%₹132 Cr500,000

8. 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 18.9% since its launch.  Ranked 14 in Large Cap category.  Return for 2022 was 3.5% , 2021 was 27.9% and 2020 was 14.2% .

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 (01 Feb 23) ₹342.65 ↓ -1.04   (-0.30 %)
Net Assets (Cr) ₹22,063 on 31 Dec 22
Category Equity - Large Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.76
Sharpe Ratio -0.03
Information Ratio -0.26
Alpha Ratio -1.41
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 Jan 18₹10,000
31 Jan 19₹9,354
31 Jan 20₹10,198
31 Jan 21₹11,542
31 Jan 22₹15,011
31 Jan 23₹15,167

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 ₹376,357.
Net Profit of ₹76,357
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 1 Feb 23

DurationReturns
1 Month -2.7%
3 Month -3.1%
6 Month 1.6%
1 Year -0.6%
3 Year 14%
5 Year 8.6%
10 Year
15 Year
Since launch 18.9%
Historical performance (Yearly) on absolute basis
YearReturns
2022 3.5%
2021 27.9%
2020 14.2%
2019 7.6%
2018 -2.9%
2017 30.6%
2016 7.4%
2015 1.1%
2014 44.7%
2013 9.3%
Fund Manager information for Aditya Birla Sun Life Frontline Equity Fund
NameSinceTenure
Mahesh Patil17 Nov 0517.13 Yr.

Data below for Aditya Birla Sun Life Frontline Equity Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services37.76%
Technology11.52%
Consumer Cyclical9.17%
Consumer Defensive7.05%
Energy6.84%
Health Care5.94%
Basic Materials5.9%
Industrials5.69%
Communication Services4.41%
Utility1.62%
Real Estate1.11%
Asset Allocation
Asset ClassValue
Cash2.66%
Equity97.34%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹1,994 Cr22,383,782
↓ -180,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
8%₹1,709 Cr10,497,547
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
7%₹1,567 Cr10,388,042
↓ -170,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
6%₹1,268 Cr4,979,005
↑ 302,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | AXISBANK
4%₹949 Cr10,162,148
↓ -1,120,838
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 08 | LT
4%₹917 Cr4,396,487
↓ -94,878
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
3%₹741 Cr9,195,251
↓ -225,940
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
3%₹700 Cr11,401,570
↓ -237,900
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 08 | HDFC
3%₹567 Cr2,147,908
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Nov 19 | ULTRACEMCO
2%₹459 Cr660,126

9. 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 10% since its launch.  Ranked 56 in Large Cap category. .

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 (25 Nov 22) ₹42.242 ↑ 0.02   (0.04 %)
Net Assets (Cr) ₹758 on 31 Oct 22
Category Equity - Large Cap
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.48
Sharpe Ratio -0.1
Information Ratio -1.05
Alpha Ratio -2.34
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 Jan 18₹10,000
31 Jan 19₹9,424
31 Jan 20₹10,781
31 Jan 21₹11,828
31 Jan 22₹14,985

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 ₹395,578.
Net Profit of ₹95,578
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 1 Feb 23

DurationReturns
1 Month 2.1%
3 Month 4.4%
6 Month 16.7%
1 Year 2.9%
3 Year 13.6%
5 Year 10.5%
10 Year
15 Year
Since launch 10%
Historical performance (Yearly) on absolute basis
YearReturns
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
Fund Manager information for L&T India Large Cap Fund
NameSinceTenure

Data below for L&T India Large Cap Fund as on 31 Oct 22

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

10. 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 16% since its launch.  Ranked 41 in Large Cap category.  Return for 2022 was -2.2% , 2021 was 32.8% and 2020 was 13.7% .

Below is the key information for Franklin India Bluechip Fund

Franklin India Bluechip Fund
Growth
Launch Date 1 Dec 93
NAV (01 Feb 23) ₹682.849 ↓ -1.26   (-0.18 %)
Net Assets (Cr) ₹6,495 on 31 Dec 22
Category Equity - Large Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio -0.45
Information Ratio -0.24
Alpha Ratio -7.16
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 Jan 18₹10,000
31 Jan 19₹9,252
31 Jan 20₹9,841
31 Jan 21₹11,370
31 Jan 22₹14,721
31 Jan 23₹14,348

Franklin India 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 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 1 Feb 23

DurationReturns
1 Month -1.6%
3 Month -2.1%
6 Month 0%
1 Year -4%
3 Year 13.3%
5 Year 7.4%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -2.2%
2021 32.8%
2020 13.7%
2019 5.3%
2018 -3.6%
2017 26.3%
2016 6.4%
2015 2%
2014 37.2%
2013 4.1%
Fund Manager information for Franklin India Bluechip Fund
NameSinceTenure
Anand Radhakrishnan1 Feb 1111.92 Yr.
Venkatesh Sanjeevi18 Oct 211.21 Yr.
R. Janakiraman18 Oct 211.21 Yr.
Sandeep Manam1 Dec 9329.1 Yr.

Data below for Franklin India Bluechip Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services37.13%
Technology14.35%
Consumer Defensive8.84%
Industrials7.55%
Consumer Cyclical7.54%
Health Care6.88%
Energy5.73%
Basic Materials3.99%
Communication Services2.48%
Utility1.97%
Asset Allocation
Asset ClassValue
Cash3.55%
Equity96.45%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
9%₹570 Cr3,500,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
9%₹566 Cr6,350,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 22 | RELIANCE
6%₹372 Cr1,460,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 12 | INFY
5%₹324 Cr2,150,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 22 | HDFC
5%₹323 Cr1,225,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | KOTAKBANK
4%₹263 Cr1,440,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH
4%₹249 Cr2,400,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 12 | LT
3%₹204 Cr980,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN
3%₹166 Cr2,700,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Nov 21 | TCS
3%₹163 Cr500,000
↓ -50,000

11. 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 18.9% since its launch.  Ranked 35 in Large Cap category.  Return for 2022 was 3.3% , 2021 was 32.7% and 2020 was 8.3% .

Below is the key information for TATA Large Cap Fund

TATA Large Cap Fund
Growth
Launch Date 7 May 98
NAV (01 Feb 23) ₹331.957 ↓ -1.35   (-0.41 %)
Net Assets (Cr) ₹1,410 on 31 Dec 22
Category Equity - Large Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 0
Sharpe Ratio -0.03
Information Ratio -0.38
Alpha Ratio -1.55
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 18₹10,000
31 Jan 19₹9,307
31 Jan 20₹10,377
31 Jan 21₹11,279
31 Jan 22₹15,153
31 Jan 23₹15,140

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 ₹376,357.
Net Profit of ₹76,357
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 1 Feb 23

DurationReturns
1 Month -3.2%
3 Month -3.3%
6 Month 1.5%
1 Year -2%
3 Year 13.3%
5 Year 8.7%
10 Year
15 Year
Since launch 18.9%
Historical performance (Yearly) on absolute basis
YearReturns
2022 3.3%
2021 32.7%
2020 8.3%
2019 12.1%
2018 -3.6%
2017 29.5%
2016 2.9%
2015 1.3%
2014 36%
2013 8%
Fund Manager information for TATA Large Cap Fund
NameSinceTenure
Amey Sathe30 Jun 211.51 Yr.
Venkat Samala26 Nov 202.1 Yr.

Data below for TATA Large Cap Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services34.13%
Industrials14.36%
Technology11.06%
Consumer Defensive8.3%
Energy5.87%
Health Care5.53%
Consumer Cyclical4.5%
Basic Materials4.39%
Utility4.06%
Communication Services2.8%
Real Estate1.14%
Asset Allocation
Asset ClassValue
Cash3.85%
Equity96.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 11 | ICICIBANK
6%₹89 Cr1,000,000
↓ -50,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
6%₹88 Cr540,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
6%₹83 Cr325,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY
6%₹80 Cr530,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 10 | HDFC
5%₹66 Cr250,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | AXISBANK
5%₹64 Cr685,000
State Bank of India (Financial Services)
Equity, Since 30 Apr 14 | SBIN
4%₹52 Cr851,000
↓ -99,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 18 | TCS
3%₹48 Cr147,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
3%₹45 Cr216,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL
3%₹39 Cr490,000

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.
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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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