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11 Best Large Cap Equity Funds 2021
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.
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 2021.
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 21 - 22
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2020 (%) Canara Robeco Bluechip Equity Fund Growth ₹37.66
↓ -0.02 ₹2,477 8.6 14.9 53.2 17.5 17 23.1 Axis Bluechip Fund Growth ₹41.7 ₹25,183 8.4 11 48.6 15.5 16.6 19.7 Kotak Bluechip Fund Growth ₹337.854
↓ -0.41 ₹2,411 9.1 17.3 58.6 14.8 14 16.4 BNP Paribas Large Cap Fund Growth ₹125.44
↓ -0.21 ₹1,030 7.1 12.5 46.8 14.3 13.3 16.8 LIC MF Large Cap Fund Growth ₹36.3809
↓ -0.02 ₹506 8.6 11.3 48.2 12.9 12.8 13.8 ICICI Prudential Bluechip Fund Growth ₹57.39
↓ -0.11 ₹26,083 7.3 15.6 53.4 12.6 14.2 13.5 TATA Large Cap Fund Growth ₹295.86
↓ -0.26 ₹896 9.4 20.7 57.7 12.5 12.5 8.3 SBI Bluechip Fund Growth ₹54.445
↓ -0.19 ₹26,464 6.2 14.3 57.1 12.4 12.9 16.3 Franklin India Bluechip Fund Growth ₹646.81
↓ -2.97 ₹5,911 9.1 21.9 61.1 12.3 12.2 13.7 L&T India Large Cap Fund Growth ₹36.667
↓ -0.11 ₹626 8.5 14 51.3 12.2 12.7 13.1 IDFC Large Cap Fund Growth ₹44.16
↓ -0.04 ₹714 7.5 12.9 48.3 11.7 13.5 17.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jun 21
*List of 11 Best Large cap mutual funds with AUM/Net Assets > 500 Crore. Having fund age >=3 Sorted on 3 Year CAGR Returns.
(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 Below is the key information for Canara Robeco Bluechip Equity Fund Returns up to 1 year are on (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 Below is the key information for Axis Bluechip Fund Returns up to 1 year are on (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 Below is the key information for Kotak Bluechip Fund Returns up to 1 year are on (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 Below is the key information for BNP Paribas Large Cap Fund Returns up to 1 year are on (Erstwhile LIC MF Growth Fund) An open ended pure Growth scheme seeking to provide capital growth by investing mainly in equity instruments and also in debt and other permitted instruments of capital and money markets. The investment portfolio of the scheme will be constantly monitored and reviewed to optimize capital growth. However, there is no assurance that the investment objective of the Scheme
will be realised. LIC MF Large Cap Fund is a Equity - Large Cap fund was launched on 3 Feb 99. It is a fund with Moderately High risk and has given a Below is the key information for LIC MF Large Cap Fund Returns up to 1 year are on (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 Below is the key information for ICICI Prudential Bluechip Fund Returns up to 1 year are on 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 Below is the key information for TATA Large Cap Fund Returns up to 1 year are on (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 Below is the key information for SBI Bluechip Fund Returns up to 1 year are on 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 Below is the key information for Franklin India Bluechip Fund Returns up to 1 year are on 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 Below is the key information for L&T India Large Cap Fund Returns up to 1 year are on (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 Below is the key information for IDFC Large Cap Fund Returns up to 1 year are on 1. Canara Robeco Bluechip Equity Fund
CAGR/Annualized return of 13% since its launch. Ranked 52 in Large Cap category. Return for 2020 was 23.1% , 2019 was 15.7% and 2018 was 3.4% . Canara Robeco Bluechip Equity Fund
Growth Launch Date 20 Aug 10 NAV (18 Jun 21) ₹37.66 ↓ -0.02 (-0.05 %) Net Assets (Cr) ₹2,477 on 30 Apr 21 Category Equity - Large Cap AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 2.56 Sharpe Ratio 2.42 Information Ratio 0.8 Alpha Ratio -0.4 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.
Date Value 31 May 16 ₹10,000 31 May 17 ₹12,085 31 May 18 ₹13,490 31 May 19 ₹14,826 31 May 20 ₹13,740 31 May 21 ₹21,521 Returns for Canara Robeco Bluechip Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jun 21 Duration Returns 1 Month 4.3% 3 Month 8.6% 6 Month 14.9% 1 Year 53.2% 3 Year 17.5% 5 Year 17% 10 Year 15 Year Since launch 13% Historical performance (Yearly) on absolute basis
Year Returns 2020 23.1% 2019 15.7% 2018 3.4% 2017 31.4% 2016 1.9% 2015 -0.5% 2014 35.9% 2013 5% 2012 28.4% 2011 -12.8% Fund Manager information for Canara Robeco Bluechip Equity Fund
Name Since Tenure Shridatta Bhandwaldar 12 Jul 16 4.89 Yr. Sanjay Bembalkar 1 Oct 19 1.67 Yr. Data below for Canara Robeco Bluechip Equity Fund as on 30 Apr 21
Equity Sector Allocation
Sector Value Financial Services 34.19% Technology 15.29% Basic Materials 10.81% Consumer Cyclical 8.94% Consumer Defensive 6.37% Health Care 5.76% Energy 5.62% Industrials 5.13% Utility 2.07% Communication Services 2.02% Asset Allocation
Asset Class Value Cash 3.8% Equity 96.2% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Sep 10 | INFY8% ₹192 Cr 1,414,142
↑ 205,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | HDFCBANK8% ₹188 Cr 1,329,700
↑ 160,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK7% ₹177 Cr 2,940,600
↑ 405,000 Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 28 Feb 17 | RELIANCE6% ₹139 Cr 698,250
↑ 141,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS4% ₹106 Cr 348,461
↑ 35,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFC4% ₹97 Cr 400,450
↑ 30,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | 5000344% ₹93 Cr 169,934
↑ 30,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 5322153% ₹86 Cr 1,204,200
↑ 250,000 Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 30 Jun 16 | LT3% ₹81 Cr 600,685
↑ 105,000 Tata Steel Ltd (Basic Materials)
Equity, Since 28 Feb 21 | TATASTEEL3% ₹69 Cr 670,000
↑ 235,000 2. Axis Bluechip Fund
CAGR/Annualized return of 13.3% since its launch. Ranked 58 in Large Cap category. Return for 2020 was 19.7% , 2019 was 18.6% and 2018 was 6.5% . Axis Bluechip Fund
Growth Launch Date 5 Jan 10 NAV (18 Jun 21) ₹41.7 Net Assets (Cr) ₹25,183 on 30 Apr 21 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.86 Sharpe Ratio 1.82 Information Ratio 0.2 Alpha Ratio -7.55 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.
Date Value 31 May 16 ₹10,000 31 May 17 ₹11,480 31 May 18 ₹13,863 31 May 19 ₹15,364 31 May 20 ₹13,971 31 May 21 ₹21,124 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jun 21 Duration Returns 1 Month 4.5% 3 Month 8.4% 6 Month 11% 1 Year 48.6% 3 Year 15.5% 5 Year 16.6% 10 Year 15 Year Since launch 13.3% Historical performance (Yearly) on absolute basis
Year Returns 2020 19.7% 2019 18.6% 2018 6.5% 2017 38% 2016 -3.6% 2015 -1.2% 2014 40.8% 2013 13.5% 2012 31.7% 2011 -22.6% Fund Manager information for Axis Bluechip Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 4.52 Yr. Hitesh Das 2 Nov 20 0.58 Yr. Data below for Axis Bluechip Fund as on 30 Apr 21
Equity Sector Allocation
Sector Value Financial Services 39.27% Technology 18.23% Consumer Defensive 11.08% Basic Materials 8.76% Health Care 6.68% Consumer Cyclical 5.61% Energy 4.3% Communication Services 1.79% Industrials 0.24% Asset Allocation
Asset Class Value Cash 1.57% Equity 98.43% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY9% ₹2,357 Cr 17,400,000
↑ 300,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 5000349% ₹2,263 Cr 4,150,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK9% ₹2,260 Cr 16,000,000
↑ 590,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS7% ₹1,843 Cr 6,070,000
↑ 340,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK7% ₹1,793 Cr 10,250,000
↑ 230,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK7% ₹1,782 Cr 29,670,000
↑ 3,150,000 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 5403766% ₹1,398 Cr 4,900,000
↑ 82,420 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFC5% ₹1,261 Cr 5,210,000 Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 28 Feb 18 | RELIANCE4% ₹1,083 Cr 5,430,000
↑ 250,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 18 | DIVISLAB3% ₹792 Cr 1,950,000
↑ 240,000 3. Kotak Bluechip Fund
CAGR/Annualized return of since its launch. Ranked 32 in Large Cap category. Return for 2020 was 16.4% , 2019 was 14.2% and 2018 was -2.1% . Kotak Bluechip Fund
Growth Launch Date 29 Dec 98 NAV (18 Jun 21) ₹337.854 ↓ -0.41 (-0.12 %) Net Assets (Cr) ₹2,411 on 30 Apr 21 Category Equity - Large Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.08 Sharpe Ratio 2.68 Information Ratio -0.25 Alpha Ratio 4.83 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.
Date Value 31 May 16 ₹10,000 31 May 17 ₹11,815 31 May 18 ₹12,830 31 May 19 ₹13,753 31 May 20 ₹11,622 31 May 21 ₹19,043 Returns for Kotak Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jun 21 Duration Returns 1 Month 5.3% 3 Month 9.1% 6 Month 17.3% 1 Year 58.6% 3 Year 14.8% 5 Year 14% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2020 16.4% 2019 14.2% 2018 -2.1% 2017 29.2% 2016 2.9% 2015 3.8% 2014 42.5% 2013 4.3% 2012 23.4% 2011 -18.5% Fund Manager information for Kotak Bluechip Fund
Name Since Tenure Harish Krishnan 1 Jan 14 7.42 Yr. Data below for Kotak Bluechip Fund as on 30 Apr 21
Equity Sector Allocation
Sector Value Financial Services 31.99% Technology 15.07% Consumer Cyclical 9.21% Energy 9.08% Consumer Defensive 8.81% Industrials 6.08% Basic Materials 5.48% Health Care 5.17% Utility 2.89% Communication Services 2.01% Real Estate 1.13% Asset Allocation
Asset Class Value Cash 2.42% Equity 97.58% Debt 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK8% ₹189 Cr 3,150,000
↑ 100,000 Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 30 Apr 06 | RELIANCE7% ₹180 Cr 900,000
↑ 25,000 Infosys Ltd (Technology)
Equity, Since 31 Oct 04 | INFY7% ₹179 Cr 1,325,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK7% ₹177 Cr 1,250,000
↑ 25,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 17 | TCS5% ₹118 Cr 390,000 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 19 | 5006964% ₹94 Cr 400,000 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 13 | 5322153% ₹76 Cr 1,060,643
↑ 85,643 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 17 | HDFC3% ₹67 Cr 275,000
↑ 5,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK3% ₹65 Cr 370,000 Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Mar 12 | LT2% ₹58 Cr 430,000
↑ 10,000 4. BNP Paribas Large Cap Fund
CAGR/Annualized return of 16.3% since its launch. Ranked 38 in Large Cap category. Return for 2020 was 16.8% , 2019 was 17.2% and 2018 was -4% . BNP Paribas Large Cap Fund
Growth Launch Date 23 Sep 04 NAV (18 Jun 21) ₹125.44 ↓ -0.21 (-0.17 %) Net Assets (Cr) ₹1,030 on 30 Apr 21 Category Equity - Large Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.35 Sharpe Ratio 2.17 Information Ratio -0.16 Alpha Ratio -2.41 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.
Date Value 31 May 16 ₹10,000 31 May 17 ₹11,805 31 May 18 ₹12,509 31 May 19 ₹13,717 31 May 20 ₹12,333 31 May 21 ₹18,655 Returns for BNP Paribas Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jun 21 Duration Returns 1 Month 3.3% 3 Month 7.1% 6 Month 12.5% 1 Year 46.8% 3 Year 14.3% 5 Year 13.3% 10 Year 15 Year Since launch 16.3% Historical performance (Yearly) on absolute basis
Year Returns 2020 16.8% 2019 17.2% 2018 -4% 2017 37% 2016 -5.5% 2015 5.6% 2014 47.4% 2013 8.7% 2012 30.5% 2011 -17.8% Fund Manager information for BNP Paribas Large Cap Fund
Name Since Tenure Abhijeet Dey 16 Nov 16 4.46 Yr. Karthikraj Lakshmanan 7 Oct 16 4.57 Yr. Data below for BNP Paribas Large Cap Fund as on 30 Apr 21
Equity Sector Allocation
Sector Value Financial Services 40.38% Technology 13.97% Consumer Defensive 11.06% Basic Materials 6.62% Energy 6.29% Health Care 5.53% Consumer Cyclical 4.64% Industrials 3.82% Communication Services 3.08% Utility 1.09% Asset Allocation
Asset Class Value Cash 3.53% Equity 96.47% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | ICICIBANK9% ₹97 Cr 1,620,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK9% ₹92 Cr 650,000 Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY8% ₹86 Cr 633,500
↓ -37,500 Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 30 Sep 17 | RELIANCE6% ₹65 Cr 325,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 5322155% ₹50 Cr 694,000
↑ 59,000 State Bank of India (Financial Services)
Equity, Since 31 Jul 20 | SBIN4% ₹40 Cr 1,125,000
↑ 50,000 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Oct 18 | 5403763% ₹36 Cr 124,807 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | KOTAKBANK3% ₹35 Cr 200,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 18 | TCS3% ₹35 Cr 115,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFC3% ₹34 Cr 140,000
↑ 10,000 5. LIC MF Large Cap Fund
CAGR/Annualized return of 10.6% since its launch. Ranked 66 in Large Cap category. Return for 2020 was 13.8% , 2019 was 15% and 2018 was 0.7% . LIC MF Large Cap Fund
Growth Launch Date 3 Feb 99 NAV (18 Jun 21) ₹36.3809 ↓ -0.02 (-0.05 %) Net Assets (Cr) ₹506 on 30 Apr 21 Category Equity - Large Cap AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆☆ Risk Moderately High Expense Ratio 2.29 Sharpe Ratio 1.85 Information Ratio -0.22 Alpha Ratio -8.17 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.
Date Value 31 May 16 ₹10,000 31 May 17 ₹11,778 31 May 18 ₹12,698 31 May 19 ₹13,629 31 May 20 ₹11,796 31 May 21 ₹17,943 Returns for LIC MF Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jun 21 Duration Returns 1 Month 4.6% 3 Month 8.6% 6 Month 11.3% 1 Year 48.2% 3 Year 12.9% 5 Year 12.8% 10 Year 15 Year Since launch 10.6% Historical performance (Yearly) on absolute basis
Year Returns 2020 13.8% 2019 15% 2018 0.7% 2017 26.8% 2016 2.3% 2015 -2.6% 2014 39.8% 2013 7.4% 2012 28.3% 2011 -26.9% Fund Manager information for LIC MF Large Cap Fund
Name Since Tenure Yogesh Patil 18 Sep 20 0.7 Yr. Ritu Modi 1 Nov 19 1.58 Yr. Data below for LIC MF Large Cap Fund as on 30 Apr 21
Equity Sector Allocation
Sector Value Financial Services 37.6% Technology 16.66% Consumer Defensive 11.47% Consumer Cyclical 6.55% Health Care 6.23% Basic Materials 6.17% Energy 5.16% Communication Services 2.45% Industrials 2.17% Utility 1.34% Asset Allocation
Asset Class Value Cash 4.13% Equity 95.87% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Dec 09 | INFY9% ₹44 Cr 327,835
↑ 7,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK8% ₹42 Cr 295,694
↑ 12,317 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | ICICIBANK8% ₹41 Cr 683,444 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS6% ₹30 Cr 97,752 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Apr 18 | 5000346% ₹29 Cr 52,471 Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 30 Jun 18 | RELIANCE5% ₹26 Cr 131,050 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jan 18 | 5403765% ₹23 Cr 79,931 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 29 Feb 16 | KOTAKBANK4% ₹23 Cr 130,252 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Aug 20 | 5329783% ₹17 Cr 15,417 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 20 | HDFC3% ₹16 Cr 66,858 6. ICICI Prudential Bluechip Fund
CAGR/Annualized return of 14.3% since its launch. Ranked 21 in Large Cap category. Return for 2020 was 13.5% , 2019 was 9.8% and 2018 was -0.8% . ICICI Prudential Bluechip Fund
Growth Launch Date 23 May 08 NAV (18 Jun 21) ₹57.39 ↓ -0.11 (-0.19 %) Net Assets (Cr) ₹26,083 on 30 Apr 21 Category Equity - Large Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.79 Sharpe Ratio 2.47 Information Ratio -0.4 Alpha Ratio 2.2 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.
Date Value 31 May 16 ₹10,000 31 May 17 ₹12,283 31 May 18 ₹13,814 31 May 19 ₹14,807 31 May 20 ₹12,297 31 May 21 ₹19,541 Returns for ICICI Prudential Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jun 21 Duration Returns 1 Month 3.3% 3 Month 7.3% 6 Month 15.6% 1 Year 53.4% 3 Year 12.6% 5 Year 14.2% 10 Year 15 Year Since launch 14.3% Historical performance (Yearly) on absolute basis
Year Returns 2020 13.5% 2019 9.8% 2018 -0.8% 2017 32.7% 2016 7.7% 2015 -0.2% 2014 41.1% 2013 10.2% 2012 26.8% 2011 -16.4% Fund Manager information for ICICI Prudential Bluechip Fund
Name Since Tenure Rajat Chandak 14 Jul 17 3.88 Yr. Priyanka Khandelwal 15 Jun 17 3.96 Yr. Anish Tawakley 5 Sep 18 2.74 Yr. Vaibhav Dusad 18 Jan 21 0.36 Yr. Data below for ICICI Prudential Bluechip Fund as on 30 Apr 21
Equity Sector Allocation
Sector Value Financial Services 34.59% Technology 14.56% Energy 9.36% Basic Materials 6.62% Consumer Defensive 6.32% Consumer Cyclical 6.21% Communication Services 5.62% Industrials 5.42% Health Care 4.03% Utility 3.28% Asset Allocation
Asset Class Value Cash 6.83% Equity 93.17% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK9% ₹2,390 Cr 39,807,132 Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY9% ₹2,321 Cr 17,135,119
↓ -290,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK8% ₹2,056 Cr 14,560,736
↓ -906,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 5322156% ₹1,596 Cr 22,327,714
↑ 760,000 Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 30 Jun 08 | RELIANCE6% ₹1,454 Cr 7,288,690
↓ -714,870 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | BHARTIARTL5% ₹1,434 Cr 26,710,395
↑ 521,039 Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Jan 12 | LT4% ₹1,117 Cr 8,336,200
↑ 476,491 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Dec 16 | HDFC4% ₹1,087 Cr 4,489,681
↓ -152,840 Future on Nifty 50 Index TR
- | -3% -₹720 Cr 490,050
↑ 490,050 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | 5323433% ₹655 Cr 10,376,115
↓ -410,000 7. TATA Large Cap Fund
CAGR/Annualized return of 19.8% since its launch. Ranked 35 in Large Cap category. Return for 2020 was 8.3% , 2019 was 12.1% and 2018 was -3.6% . TATA Large Cap Fund
Growth Launch Date 7 May 98 NAV (18 Jun 21) ₹295.86 ↓ -0.26 (-0.09 %) Net Assets (Cr) ₹896 on 30 Apr 21 Category Equity - Large Cap AMC Tata Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.15 Sharpe Ratio 2.34 Information Ratio -0.73 Alpha Ratio 6.22 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.
Date Value 31 May 16 ₹10,000 31 May 17 ₹11,786 31 May 18 ₹12,659 31 May 19 ₹13,973 31 May 20 ₹10,846 31 May 21 ₹17,942 Returns for TATA Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jun 21 Duration Returns 1 Month 4.5% 3 Month 9.4% 6 Month 20.7% 1 Year 57.7% 3 Year 12.5% 5 Year 12.5% 10 Year 15 Year Since launch 19.8% Historical performance (Yearly) on absolute basis
Year Returns 2020 8.3% 2019 12.1% 2018 -3.6% 2017 29.5% 2016 2.9% 2015 1.3% 2014 36% 2013 8% 2012 28.5% 2011 -21.2% Fund Manager information for TATA Large Cap Fund
Name Since Tenure Rupesh Patel 18 Jun 18 2.87 Yr. Ennette Fernandes 18 Jun 18 2.87 Yr. Venkat Samala 26 Nov 20 0.43 Yr. Data below for TATA Large Cap Fund as on 30 Apr 21
Equity Sector Allocation
Sector Value Financial Services 37.06% Technology 13.93% Energy 8.85% Industrials 8.25% Basic Materials 7.91% Health Care 7.76% Consumer Defensive 4.9% Communication Services 4.79% Consumer Cyclical 2.45% Utility 2.22% Asset Allocation
Asset Class Value Cash 1.18% Equity 98.13% Other 0.69% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 11 | ICICIBANK10% ₹85 Cr 1,420,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK8% ₹73 Cr 520,000 Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 30 Apr 05 | RELIANCE8% ₹70 Cr 350,000 State Bank of India (Financial Services)
Equity, Since 30 Apr 14 | SBIN8% ₹67 Cr 1,905,000 Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY7% ₹63 Cr 462,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL5% ₹43 Cr 800,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5322155% ₹41 Cr 570,000 Tata Steel Ltd (Basic Materials)
Equity, Since 31 Jan 20 | TATASTEEL4% ₹36 Cr 350,000 Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Dec 20 | LT3% ₹27 Cr 199,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 18 | TCS3% ₹26 Cr 85,000 8. SBI Bluechip Fund
CAGR/Annualized return of 11.7% since its launch. Ranked 9 in Large Cap category. Return for 2020 was 16.3% , 2019 was 11.6% and 2018 was -4.1% . SBI Bluechip Fund
Growth Launch Date 14 Feb 06 NAV (18 Jun 21) ₹54.445 ↓ -0.19 (-0.35 %) Net Assets (Cr) ₹26,464 on 30 Apr 21 Category Equity - Large Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.84 Sharpe Ratio 2.2 Information Ratio -0.57 Alpha Ratio -3.34 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.
Date Value 31 May 16 ₹10,000 31 May 17 ₹11,787 31 May 18 ₹12,949 31 May 19 ₹13,718 31 May 20 ₹11,208 31 May 21 ₹18,271 Returns for SBI Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jun 21 Duration Returns 1 Month 3.1% 3 Month 6.2% 6 Month 14.3% 1 Year 57.1% 3 Year 12.4% 5 Year 12.9% 10 Year 15 Year Since launch 11.7% Historical performance (Yearly) on absolute basis
Year Returns 2020 16.3% 2019 11.6% 2018 -4.1% 2017 30.2% 2016 4.8% 2015 8% 2014 47.9% 2013 7.6% 2012 38.2% 2011 -24.2% Fund Manager information for SBI Bluechip Fund
Name Since Tenure Sohini Andani 1 Sep 10 10.67 Yr. Data below for SBI Bluechip Fund as on 30 Apr 21
Equity Sector Allocation
Sector Value Financial Services 34.39% Consumer Cyclical 12.21% Technology 10.75% Industrials 8.21% Health Care 7.6% Basic Materials 7.17% Energy 5.52% Consumer Defensive 5.22% Real Estate 2.82% Communication Services 2.13% Utility 0.15% Asset Allocation
Asset Class Value Cash 2.24% Equity 97.76% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK9% ₹2,436 Cr 17,250,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | ICICIBANK7% ₹1,828 Cr 30,443,104 Infosys Ltd (Technology)
Equity, Since 30 Nov 17 | INFY5% ₹1,400 Cr 10,335,178 HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 Jan 16 | HCLTECH5% ₹1,227 Cr 13,648,030 Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 28 Feb 09 | LT4% ₹1,014 Cr 7,562,209 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 15 | HDFC4% ₹968 Cr 4,000,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB4% ₹946 Cr 2,328,298 ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC4% ₹929 Cr 45,874,904 State Bank of India (Financial Services)
Equity, Since 28 Feb 14 | SBIN3% ₹783 Cr 22,149,243 Shree Cement Ltd Shs Dematerialised (Basic Materials)
Equity, Since 31 Dec 17 | 5003873% ₹768 Cr 275,000
↓ -24,413 9. Franklin India Bluechip Fund
CAGR/Annualized return of 16.7% since its launch. Ranked 41 in Large Cap category. Return for 2020 was 13.7% , 2019 was 5.3% and 2018 was -3.6% . Franklin India Bluechip Fund
Growth Launch Date 1 Dec 93 NAV (18 Jun 21) ₹646.81 ↓ -2.97 (-0.46 %) Net Assets (Cr) ₹5,911 on 30 Apr 21 Category Equity - Large Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.9 Sharpe Ratio 2.37 Information Ratio -0.26 Alpha Ratio 6.54 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.
Date Value 31 May 16 ₹10,000 31 May 17 ₹11,684 31 May 18 ₹12,426 31 May 19 ₹13,010 31 May 20 ₹10,505 31 May 21 ₹17,823 Returns for Franklin India Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jun 21 Duration Returns 1 Month 3.3% 3 Month 9.1% 6 Month 21.9% 1 Year 61.1% 3 Year 12.3% 5 Year 12.2% 10 Year 15 Year Since launch 16.7% Historical performance (Yearly) on absolute basis
Year Returns 2020 13.7% 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% Fund Manager information for Franklin India Bluechip Fund
Name Since Tenure Anand Radhakrishnan 31 Mar 07 14.18 Yr. Roshi Jain 2 May 16 5.08 Yr. Mayank Bukrediwala 24 Aug 20 0.77 Yr. Data below for Franklin India Bluechip Fund as on 30 Apr 21
Equity Sector Allocation
Sector Value Financial Services 35.04% Health Care 10.25% Basic Materials 10.16% Industrials 8.01% Utility 7.88% Energy 6.74% Communication Services 5.9% Technology 4.58% Consumer Defensive 1.93% Consumer Cyclical 1.62% Asset Allocation
Asset Class Value Cash 7.89% Equity 92.11% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK10% ₹570 Cr 9,500,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322158% ₹500 Cr 7,000,000
↓ -500,000 State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN8% ₹495 Cr 14,000,000
↓ -269,231 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL6% ₹349 Cr 6,500,000 Infosys Ltd (Technology)
Equity, Since 31 Mar 12 | INFY5% ₹271 Cr 2,000,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK5% ₹268 Cr 1,900,000 Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Mar 12 | LT5% ₹268 Cr 2,000,000 NTPC Ltd (Utilities)
Equity, Since 28 Feb 17 | 5325554% ₹241 Cr 23,503,715 Lupin Ltd (Healthcare)
Equity, Since 31 Mar 16 | 5002574% ₹225 Cr 2,100,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Jul 19 | INDIGO3% ₹205 Cr 1,250,000 10. L&T India Large Cap Fund
CAGR/Annualized return of 10% since its launch. Ranked 56 in Large Cap category. Return for 2020 was 13.1% , 2019 was 13.2% and 2018 was -2% . L&T India Large Cap Fund
Growth Launch Date 23 Oct 07 NAV (18 Jun 21) ₹36.667 ↓ -0.11 (-0.31 %) Net Assets (Cr) ₹626 on 30 Apr 21 Category Equity - Large Cap AMC L&T Investment Management Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.61 Sharpe Ratio 2.21 Information Ratio -0.88 Alpha Ratio -3.28 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.
Date Value 31 May 16 ₹10,000 31 May 17 ₹11,882 31 May 18 ₹12,932 31 May 19 ₹14,054 31 May 20 ₹11,620 31 May 21 ₹18,124 Returns for L&T India Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jun 21 Duration Returns 1 Month 3.7% 3 Month 8.5% 6 Month 14% 1 Year 51.3% 3 Year 12.2% 5 Year 12.7% 10 Year 15 Year Since launch 10% Historical performance (Yearly) on absolute basis
Year Returns 2020 13.1% 2019 13.2% 2018 -2% 2017 29.5% 2016 0.8% 2015 -0.2% 2014 44.6% 2013 7.4% 2012 23.6% 2011 -21.2% Fund Manager information for L&T India Large Cap Fund
Name Since Tenure Venugopal Manghat 24 Nov 12 8.52 Yr. Vihang Naik 17 Dec 19 1.45 Yr. Alok Ranjan 1 Oct 19 1.67 Yr. Data below for L&T India Large Cap Fund as on 30 Apr 21
Equity Sector Allocation
Sector Value Financial Services 34.86% Technology 14.48% Basic Materials 13.3% Energy 7.49% Health Care 7.26% Consumer Defensive 6.91% Consumer Cyclical 6.86% Industrials 4.25% Communication Services 2.44% Real Estate 1.94% Asset Allocation
Asset Class Value Cash 0.18% Equity 99.8% Debt 0% Other 0.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK9% ₹58 Cr 960,600 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK8% ₹53 Cr 375,600
↓ -10,700 Infosys Ltd (Technology)
Equity, Since 31 Dec 08 | INFY8% ₹51 Cr 373,400 Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 30 Apr 15 | RELIANCE7% ₹41 Cr 204,250 Tata Steel Ltd (Basic Materials)
Equity, Since 31 Dec 19 | TATASTEEL5% ₹31 Cr 298,500 State Bank of India (Financial Services)
Equity, Since 31 May 14 | SBIN4% ₹25 Cr 704,800 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFC3% ₹21 Cr 87,300 HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 Jan 17 | HCLTECH3% ₹19 Cr 215,400 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 09 | TCS3% ₹19 Cr 61,200
↑ 3,000 Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 31 May 09 | LT3% ₹18 Cr 137,300 11. IDFC Large Cap Fund
CAGR/Annualized return of 10.4% since its launch. Ranked 57 in Large Cap category. Return for 2020 was 17.4% , 2019 was 10.6% and 2018 was -4.2% . IDFC Large Cap Fund
Growth Launch Date 9 Jun 06 NAV (18 Jun 21) ₹44.16 ↓ -0.04 (-0.09 %) Net Assets (Cr) ₹714 on 30 Apr 21 Category Equity - Large Cap AMC IDFC Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.53 Sharpe Ratio 2.53 Information Ratio -0.45 Alpha Ratio 2.77 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.
Date Value 31 May 16 ₹10,000 31 May 17 ₹11,978 31 May 18 ₹13,454 31 May 19 ₹14,216 31 May 20 ₹12,152 31 May 21 ₹18,772 Returns for IDFC Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jun 21 Duration Returns 1 Month 4.2% 3 Month 7.5% 6 Month 12.9% 1 Year 48.3% 3 Year 11.7% 5 Year 13.5% 10 Year 15 Year Since launch 10.4% Historical performance (Yearly) on absolute basis
Year Returns 2020 17.4% 2019 10.6% 2018 -4.2% 2017 34.2% 2016 5.3% 2015 -5.7% 2014 30.4% 2013 8% 2012 27.4% 2011 -23.3% Fund Manager information for IDFC Large Cap Fund
Name Since Tenure Arpit Kapoor 1 Mar 17 4.17 Yr. Sumit Agrawal 1 Mar 17 4.17 Yr. Data below for IDFC Large Cap Fund as on 30 Apr 21
Equity Sector Allocation
Sector Value Financial Services 37.55% Technology 17.68% Consumer Defensive 9.29% Energy 9.01% Basic Materials 6.72% Consumer Cyclical 5.83% Health Care 4.46% Communication Services 3.01% Industrials 2.45% Asset Allocation
Asset Class Value Cash 4% Equity 96% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 07 | HDFCBANK8% ₹60 Cr 421,958
↑ 5,045 Infosys Ltd (Technology)
Equity, Since 31 Aug 11 | INFY8% ₹57 Cr 420,532 Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 28 Feb 07 | RELIANCE8% ₹54 Cr 269,041
↑ 7,249 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK8% ₹54 Cr 892,895
↑ 167,910 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 19 | HDFC6% ₹42 Cr 174,676
↑ 5,992 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS5% ₹35 Cr 113,789 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 5322154% ₹29 Cr 412,440
↑ 104,406 State Bank of India (Financial Services)
Equity, Since 30 Sep 20 | SBIN4% ₹29 Cr 811,158
↑ 81,701 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 21 | KOTAKBANK3% ₹23 Cr 134,333
↑ 21,704 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | 5000343% ₹23 Cr 42,891
↑ 16,525
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.
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?
Open Free Investment Account for Lifetime at Fincash.com
Complete your Registration and KYC Process
Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!
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!
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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