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11 Best performing Large Cap Mutual Funds in India for 2020

Fincash » Mutual Funds » Best Large Cap Funds

11 Best Large Cap Equity Funds 2020

Updated on February 14, 2020 , 38756 views

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

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

Best Large Cap Mutual Funds

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

How to Select Large Cap Funds?

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

Quantitative Factors

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

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Qualitative Factors

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

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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
SBI Bluechip Fund Growth ₹41.6396
↓ -0.23
₹23,6411.410.616.69.1811.6
ICICI Prudential Bluechip Fund Growth ₹44.34
↓ -0.24
₹25,0252.210.114.210.27.89.8
Aditya Birla Sun Life Frontline Equity Fund Growth ₹232.61
↓ -1.05
₹21,0931.99.511.98.16.77.6
Nippon India Large Cap Fund Growth ₹35.5101
↓ -0.24
₹12,9552.910.911.210.67.47.3
BNP Paribas Large Cap Fund Growth ₹100.17
↓ -0.29
₹8184.113.522.812.97.917.2
L&T India Large Cap Fund Growth ₹29.595
↓ -0.07
₹5374.112.418.710.66.713.2
Kotak Bluechip Fund Growth ₹254.929
↓ -1.14
₹1,4883.414.118.110.67.514.2
TATA Large Cap Fund Growth ₹232.555
↓ -1.16
₹8132.29.815.39.46.512.1
Franklin India Bluechip Fund Growth ₹472.812
↓ -3.59
₹6,5544.210.78.96.15.65.3
HDFC Top 100 Fund Growth ₹484.897
↓ -4.28
₹18,761-1.33.98.186.47.7
Axis Bluechip Fund Growth ₹33.42
↓ -0.19
₹10,2125.715.32418.810.918.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Feb 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 10.7% 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 (14 Feb 20) ₹41.6396 ↓ -0.23   (-0.55 %)
Net Assets (Cr) ₹23,641 on 31 Dec 19
Category Equity - Large Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.23
Sharpe Ratio 0.67
Information Ratio -0.85
Alpha Ratio 0.12
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 15₹10,000
31 Jan 16₹9,800
31 Jan 17₹11,159
31 Jan 18₹14,019
31 Jan 19₹12,967
31 Jan 20₹14,889

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 ₹376,357.
Net Profit of ₹76,357
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 14 Feb 20

DurationReturns
1 Month -1.3%
3 Month 1.4%
6 Month 10.6%
1 Year 16.6%
3 Year 9.1%
5 Year 8%
10 Year
15 Year
Since launch 10.7%
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 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services41.47%
Consumer Defensive8.78%
Consumer Cyclical8.64%
Industrials8.38%
Energy7.32%
Basic Materials5.74%
Technology5.02%
Health Care3.95%
Real Estate2.61%
Utility2.03%
Communication Services0.39%
Asset Allocation
Asset ClassValue
Cash5.68%
Equity94.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
10%₹2,286 Cr17,970,378
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | ICICIBANK
7%₹1,732 Cr32,143,104
Treps
CBLO/Reverse Repo | -
5%₹1,275 Cr
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
4%₹992 Cr41,713,904
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 09 | LT
4%₹982 Cr7,562,209
Nestle India Ltd (Consumer Defensive)
Equity, Since 31 May 16 | NESTLEIND
4%₹938 Cr634,722
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 15 | HDFC
4%₹920 Cr3,812,989
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
4%₹913 Cr12,101,751
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 15 | RELIANCE
4%₹873 Cr5,768,354
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | KOTAKBANK
4%₹861 Cr5,110,470

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 13.5% 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 (14 Feb 20) ₹44.34 ↓ -0.24   (-0.54 %)
Net Assets (Cr) ₹25,025 on 31 Dec 19
Category Equity - Large Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.13
Sharpe Ratio 0.62
Information Ratio -0.65
Alpha Ratio -1.29
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 15₹10,000
31 Jan 16₹8,930
31 Jan 17₹10,583
31 Jan 18₹13,749
31 Jan 19₹13,081
31 Jan 20₹14,473

ICICI Prudential Bluechip Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for ICICI Prudential Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Feb 20

DurationReturns
1 Month -1.9%
3 Month 2.2%
6 Month 10.1%
1 Year 14.2%
3 Year 10.2%
5 Year 7.8%
10 Year
15 Year
Since launch 13.5%
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 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services32.6%
Technology9.84%
Consumer Cyclical8.07%
Energy7.36%
Consumer Defensive7.36%
Basic Materials7.26%
Industrials4.56%
Communication Services4.54%
Utility4.52%
Health Care2.07%
Asset Allocation
Asset ClassValue
Cash7.52%
Equity92.17%
Other0.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps
CBLO/Reverse Repo | -
11%₹2,724 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
9%₹2,128 Cr16,731,180
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK
7%₹1,832 Cr34,000,000
Net Current Assets
Net Current Assets | -
6%-₹1,572 Cr
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
6%₹1,535 Cr20,997,844
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
5%₹1,209 Cr16,033,536
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | BHARTIARTL
4%₹1,024 Cr22,455,749
Future on Nifty 50 Index
- | -
4%₹999 Cr816,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 08 | RELIANCE
4%₹952 Cr6,285,943
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Dec 16 | HDFC
4%₹890 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 19.7% since its launch.  Ranked 14 in Large Cap category.  Return for 2019 was 7.6% , 2018 was -2.9% and 2017 was 30.6% .

Below is the key information for Aditya Birla Sun Life Frontline Equity Fund

Aditya Birla Sun Life Frontline Equity Fund
Growth
Launch Date 30 Aug 02
NAV (14 Feb 20) ₹232.61 ↓ -1.05   (-0.45 %)
Net Assets (Cr) ₹21,093 on 31 Dec 19
Category Equity - Large Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 0.41
Information Ratio -1.26
Alpha Ratio -5.24
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 15₹10,000
31 Jan 16₹9,061
31 Jan 17₹10,692
31 Jan 18₹13,522
31 Jan 19₹12,649
31 Jan 20₹13,789

Aditya Birla Sun Life Frontline Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992
Invest Now

Returns for Aditya Birla Sun Life Frontline Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Feb 20

DurationReturns
1 Month -1.5%
3 Month 1.9%
6 Month 9.5%
1 Year 11.9%
3 Year 8.1%
5 Year 6.7%
10 Year
15 Year
Since launch 19.7%
Historical performance (Yearly) on absolute basis
YearReturns
2019 7.6%
2018 -2.9%
2017 30.6%
2016 7.4%
2015 1.1%
2014 44.7%
2013 9.3%
2012 36.1%
2011 -22.9%
2010 18.7%
Fund Manager information for Aditya Birla Sun Life Frontline Equity Fund
NameSinceTenure
Mahesh Patil17 Nov 0514.13 Yr.

Data below for Aditya Birla Sun Life Frontline Equity Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services41.55%
Energy10.45%
Technology9.75%
Consumer Defensive7.66%
Industrials5.99%
Consumer Cyclical5.54%
Basic Materials5.53%
Health Care5.15%
Utility2.47%
Communication Services2.01%
Real Estate0.24%
Asset Allocation
Asset ClassValue
Cash3.64%
Equity96.34%
Debt0.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
10%₹2,129 Cr16,738,450
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹2,000 Cr37,116,765
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
6%₹1,175 Cr16,071,274
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
5%₹1,145 Cr7,560,866
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 08 | LT
4%₹885 Cr6,815,431
↑ 530,066
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 08 | HDFC
4%₹830 Cr3,439,452
↓ -150,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
4%₹770 Cr23,056,434
↓ -620,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 08 | ITC
3%₹709 Cr29,836,420
↓ -731,649
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | 532215
3%₹594 Cr7,873,119
Clearing Corporation Of India Limited
CBLO | -
3%₹536 Cr

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 10.7% 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 (14 Feb 20) ₹35.5101 ↓ -0.24   (-0.67 %)
Net Assets (Cr) ₹12,955 on 31 Dec 19
Category Equity - Large Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.28
Sharpe Ratio 0.31
Information Ratio -0.18
Alpha Ratio -5.36
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 15₹10,000
31 Jan 16₹8,856
31 Jan 17₹10,193
31 Jan 18₹13,816
31 Jan 19₹13,353
31 Jan 20₹14,301

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 ₹367,070.
Net Profit of ₹67,070
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 14 Feb 20

DurationReturns
1 Month -2%
3 Month 2.9%
6 Month 10.9%
1 Year 11.2%
3 Year 10.6%
5 Year 7.4%
10 Year
15 Year
Since launch 10.7%
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 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services31.99%
Industrials14.61%
Consumer Cyclical14.43%
Technology7.78%
Health Care7.45%
Energy7.1%
Consumer Defensive5.99%
Communication Services3.98%
Basic Materials3.8%
Utility2.4%
Asset Allocation
Asset ClassValue
Cash0.04%
Equity99.53%
Other0.43%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN
7%₹951 Cr28,500,000
↓ -500,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
7%₹889 Cr16,500,000
↑ 1,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT
6%₹737 Cr5,675,000
↑ 375,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY
6%₹731 Cr10,000,084
↑ 1,500,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
5%₹700 Cr5,501,222
↓ -1,400,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC
5%₹689 Cr29,000,000
↑ 2,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | 532215
4%₹566 Cr7,500,000
↓ -1,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
4%₹515 Cr11,300,683
Bank of Baroda (Financial Services)
Equity, Since 31 Jul 18 | 532134
4%₹459 Cr45,000,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 19 | HDFC
3%₹434 Cr1,800,000
↓ -400,000

5. BNP Paribas Large Cap Fund

(Erstwhile BNP Paribas Equity Fund)

The investment objective of the Scheme is to generate long-term capital growth from a diversifi ed and actively managed portfolio of equity and equity related securities. The Scheme will invest in a range of companies, with a bias towards large & medium market capitalisation companies. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.

BNP Paribas Large Cap Fund is a Equity - Large Cap fund was launched on 23 Sep 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.1% 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 (14 Feb 20) ₹100.17 ↓ -0.29   (-0.29 %)
Net Assets (Cr) ₹818 on 31 Dec 19
Category Equity - Large Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.46
Sharpe Ratio 1.22
Information Ratio -0.02
Alpha Ratio 4.36
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 Jan 15₹10,000
31 Jan 16₹8,983
31 Jan 17₹9,829
31 Jan 18₹12,771
31 Jan 19₹12,018
31 Jan 20₹14,212

BNP Paribas Large Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for BNP Paribas Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Feb 20

DurationReturns
1 Month 0.7%
3 Month 4.1%
6 Month 13.5%
1 Year 22.8%
3 Year 12.9%
5 Year 7.9%
10 Year
15 Year
Since launch 16.1%
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 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services43.01%
Consumer Defensive10.52%
Technology9.92%
Energy9.25%
Basic Materials7.73%
Consumer Cyclical6.15%
Industrials5.3%
Communication Services3.35%
Health Care0.98%
Asset Allocation
Asset ClassValue
Cash3.77%
Equity96.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
9%₹76 Cr600,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | ICICIBANK
9%₹73 Cr1,350,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 17 | RELIANCE
7%₹54 Cr355,000
↑ 10,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY
6%₹45 Cr619,000
Treps
CBLO/Reverse Repo | -
5%₹40 Cr
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | KOTAKBANK
4%₹35 Cr210,000
↑ 40,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
4%₹34 Cr450,000
↓ -150,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFC
4%₹31 Cr130,000
↑ 10,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Dec 13 | ULTRACEMCO
3%₹28 Cr70,000
↓ -15,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 29 Feb 08 | BHARTIARTL
3%₹27 Cr601,700
↑ 100,000

6. L&T India Large Cap Fund

To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets. The Scheme will predominantly invest in large cap stocks. The Scheme could also additionally invest in Foreign Securities.

L&T India Large Cap Fund is a Equity - Large Cap fund was launched on 23 Oct 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.2% 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 (14 Feb 20) ₹29.595 ↓ -0.07   (-0.24 %)
Net Assets (Cr) ₹537 on 31 Dec 19
Category Equity - Large Cap
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.78
Sharpe Ratio 0.84
Information Ratio -0.69
Alpha Ratio 2.04
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 15₹10,000
31 Jan 16₹8,889
31 Jan 17₹10,104
31 Jan 18₹12,605
31 Jan 19₹11,879
31 Jan 20₹13,590

L&T India Large Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992
Invest Now

Returns for L&T India Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Feb 20

DurationReturns
1 Month 0.5%
3 Month 4.1%
6 Month 12.4%
1 Year 18.7%
3 Year 10.6%
5 Year 6.7%
10 Year
15 Year
Since launch 9.2%
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 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services43.77%
Technology10.84%
Energy10.45%
Basic Materials9.13%
Consumer Cyclical5.66%
Consumer Defensive4.74%
Industrials3.52%
Communication Services3.45%
Health Care2.94%
Real Estate1.93%
Utility1.39%
Asset Allocation
Asset ClassValue
Cash1.67%
Equity97.81%
Debt0%
Other0.51%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
9%₹49 Cr384,600
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK
8%₹45 Cr838,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 15 | RELIANCE
8%₹44 Cr292,600
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFC
5%₹28 Cr114,200
Infosys Ltd (Technology)
Equity, Since 31 Dec 08 | INFY
5%₹24 Cr331,600
↑ 37,900
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 14 | KOTAKBANK
4%₹21 Cr123,400
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 09 | TCS
4%₹20 Cr93,500
↑ 13,100
State Bank of India (Financial Services)
Equity, Since 31 May 14 | SBIN
4%₹19 Cr568,800
↑ 40,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 17 | BHARTIARTL
3%₹19 Cr406,300
↑ 30,200
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT
3%₹18 Cr140,000
↓ -10,200

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 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 (14 Feb 20) ₹254.929 ↓ -1.14   (-0.44 %)
Net Assets (Cr) ₹1,488 on 31 Dec 19
Category Equity - Large Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.2
Sharpe Ratio 0.92
Information Ratio -0.89
Alpha Ratio 0.56
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 15₹10,000
31 Jan 16₹9,131
31 Jan 17₹10,361
31 Jan 18₹13,144
31 Jan 19₹12,339
31 Jan 20₹14,296

Kotak Bluechip Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for Kotak Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Feb 20

DurationReturns
1 Month -0.7%
3 Month 3.4%
6 Month 14.1%
1 Year 18.1%
3 Year 10.6%
5 Year 7.5%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2019 14.2%
2018 -2.1%
2017 29.2%
2016 2.9%
2015 3.8%
2014 42.5%
2013 4.3%
2012 23.4%
2011 -18.5%
2010 16.3%
Fund Manager information for Kotak Bluechip Fund
NameSinceTenure
Harish Krishnan1 Jan 145.92 Yr.

Data below for Kotak Bluechip Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services40.8%
Technology11.81%
Energy11.21%
Basic Materials8.61%
Industrials8.37%
Consumer Cyclical6.52%
Consumer Defensive5.79%
Utility2.5%
Health Care2.03%
Communication Services0.68%
Real Estate0.62%
Asset Allocation
Asset ClassValue
Cash1.07%
Equity98.93%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE
9%₹136 Cr900,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
9%₹136 Cr1,070,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹127 Cr2,350,000
↓ -51,100
Infosys Ltd (Technology)
Equity, Since 31 Oct 04 | INFY
6%₹83 Cr1,130,766
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 13 | 532215
5%₹72 Cr950,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 17 | HDFC
5%₹69 Cr285,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 12 | LT
4%₹58 Cr450,000
↑ 25,233
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 17 | TCS
4%₹58 Cr269,850
↑ 44,850
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK
4%₹58 Cr345,000
State Bank of India (Financial Services)
Equity, Since 31 May 14 | SBIN
3%₹45 Cr1,350,000
↓ -16,300

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 19.8% 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 (14 Feb 20) ₹232.555 ↓ -1.16   (-0.50 %)
Net Assets (Cr) ₹813 on 31 Dec 19
Category Equity - Large Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 0.7
Information Ratio -1.15
Alpha Ratio -4.53
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 Jan 15₹10,000
31 Jan 16₹9,058
31 Jan 17₹10,315
31 Jan 18₹13,110
31 Jan 19₹12,202
31 Jan 20₹13,604

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 ₹357,992.
Net Profit of ₹57,992
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 14 Feb 20

DurationReturns
1 Month -0.4%
3 Month 2.2%
6 Month 9.8%
1 Year 15.3%
3 Year 9.4%
5 Year 6.5%
10 Year
15 Year
Since launch 19.8%
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 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services47.14%
Technology11.7%
Industrials11.12%
Energy10.79%
Utility4.5%
Health Care3.59%
Consumer Cyclical3.36%
Consumer Defensive2.37%
Basic Materials2.34%
Communication Services2.08%
Asset Allocation
Asset ClassValue
Cash1.12%
Equity99.13%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 11 | ICICIBANK
10%₹80 Cr1,480,000
↓ -155,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
9%₹74 Cr583,000
State Bank of India (Financial Services)
Equity, Since 30 Apr 14 | SBIN
8%₹64 Cr1,905,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532215
7%₹58 Cr770,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY
6%₹52 Cr710,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
6%₹50 Cr330,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 13 | LT
6%₹46 Cr356,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 10 | HDFC
5%₹41 Cr170,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | KOTAKBANK
4%₹34 Cr200,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 16 | 500034
4%₹33 Cr77,500

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 16.3% 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 (14 Feb 20) ₹472.812 ↓ -3.59   (-0.75 %)
Net Assets (Cr) ₹6,554 on 31 Dec 19
Category Equity - Large Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.06
Sharpe Ratio 0.2
Information Ratio -2.11
Alpha Ratio -6.45
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 15₹10,000
31 Jan 16₹9,201
31 Jan 17₹10,701
31 Jan 18₹13,259
31 Jan 19₹12,266
31 Jan 20₹13,048

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 ₹349,120.
Net Profit of ₹49,120
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 14 Feb 20

DurationReturns
1 Month -1.5%
3 Month 4.2%
6 Month 10.7%
1 Year 8.9%
3 Year 6.1%
5 Year 5.6%
10 Year
15 Year
Since launch 16.3%
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 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services33.49%
Basic Materials13.37%
Energy9.31%
Technology8.61%
Health Care8%
Communication Services6.84%
Utility6.31%
Industrials4.41%
Consumer Cyclical3.45%
Consumer Defensive0.76%
Asset Allocation
Asset ClassValue
Equity94.54%
Other5.46%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
10%₹647 Cr12,000,000
↓ -800,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN
8%₹501 Cr15,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
7%₹471 Cr3,700,000
Call, Cash & Other Assets
Receivables | -
5%₹358 Cr
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
5%₹320 Cr4,249,539
↓ -188,669
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | 500124
5%₹320 Cr1,114,802
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL
5%₹319 Cr7,000,000
Indian Oil Corp Ltd (Energy)
Equity, Since 31 Dec 16 | IOC
4%₹264 Cr21,000,000
↑ 214,183
NTPC Ltd (Utilities)
Equity, Since 28 Feb 17 | 532555
4%₹250 Cr21,000,000
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Aug 19 | 540719
4%₹240 Cr2,500,000
↓ -200,000

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 19.1% 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 (14 Feb 20) ₹484.897 ↓ -4.28   (-0.87 %)
Net Assets (Cr) ₹18,761 on 31 Dec 19
Category Equity - Large Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.12
Sharpe Ratio 0.35
Information Ratio -0.5
Alpha Ratio -5.41
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 15₹10,000
31 Jan 16₹8,298
31 Jan 17₹10,341
31 Jan 18₹13,371
31 Jan 19₹12,932
31 Jan 20₹13,494

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 ₹357,992.
Net Profit of ₹57,992
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 14 Feb 20

DurationReturns
1 Month -4.4%
3 Month -1.3%
6 Month 3.9%
1 Year 8.1%
3 Year 8%
5 Year 6.4%
10 Year
15 Year
Since launch 19.1%
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 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services37.59%
Energy16.99%
Technology11.43%
Utility8.59%
Industrials8.45%
Basic Materials5.79%
Consumer Defensive4.93%
Health Care4.27%
Communication Services0.74%
Asset Allocation
Asset ClassValue
Cash1.12%
Equity98.8%
Other0.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 05 | ICICIBANK
9%₹1,684 Cr31,243,853
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 06 | RELIANCE
8%₹1,550 Cr10,235,764
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
8%₹1,513 Cr11,896,294
State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN
7%₹1,370 Cr41,056,500
↑ 1,000,000
Infosys Ltd (Technology)
Equity, Since 31 Aug 04 | INFY
6%₹1,127 Cr15,409,954
↑ 500,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 06 | LT
6%₹1,073 Cr8,265,828
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC
5%₹925 Cr38,915,140
↑ 2,000,000
NTPC Ltd (Utilities)
Equity, Since 30 Jun 15 | 532555
4%₹693 Cr58,170,537
Coal India Ltd (Energy)
Equity, Since 30 Sep 17 | COALINDIA
3%₹621 Cr29,382,886
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | 532215
3%₹615 Cr8,155,405

11. Axis Bluechip Fund

(Erstwhile Axis Equity Fund)

To achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities of Large Cap companies including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Axis Bluechip Fund is a Equity - Large Cap fund was launched on 5 Jan 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.7% since its launch.  Ranked 58 in Large Cap category.  Return for 2019 was 18.6% , 2018 was 6.5% and 2017 was 38% .

Below is the key information for Axis Bluechip Fund

Axis Bluechip Fund
Growth
Launch Date 5 Jan 10
NAV (14 Feb 20) ₹33.42 ↓ -0.19   (-0.57 %)
Net Assets (Cr) ₹10,212 on 31 Dec 19
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.3
Sharpe Ratio 1.45
Information Ratio 0.84
Alpha Ratio 6.79
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 15₹10,000
31 Jan 16₹9,023
31 Jan 17₹9,621
31 Jan 18₹12,782
31 Jan 19₹13,345
31 Jan 20₹16,072

Axis Bluechip Fund SIP Returns

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

Returns for Axis Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Feb 20

DurationReturns
1 Month 3%
3 Month 5.7%
6 Month 15.3%
1 Year 24%
3 Year 18.8%
5 Year 10.9%
10 Year
15 Year
Since launch 12.7%
Historical performance (Yearly) on absolute basis
YearReturns
2019 18.6%
2018 6.5%
2017 38%
2016 -3.6%
2015 -1.2%
2014 40.8%
2013 13.5%
2012 31.7%
2011 -22.6%
2010
Fund Manager information for Axis Bluechip Fund
NameSinceTenure
Shreyash Devalkar23 Nov 163.1 Yr.

Data below for Axis Bluechip Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services43.33%
Consumer Defensive11.06%
Technology8.71%
Basic Materials5.66%
Energy4.97%
Consumer Cyclical4.37%
Industrials1.36%
Communication Services1.21%
Health Care0.88%
Asset Allocation
Asset ClassValue
Cash16.42%
Equity83.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd
CBLO | -
18%₹1,819 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
9%₹907 Cr7,130,000
↑ 400,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK
8%₹854 Cr5,070,000
↑ 740,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
8%₹822 Cr15,255,000
↑ 1,166,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 500034
8%₹808 Cr1,909,000
↑ 193,436
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE
5%₹507 Cr3,350,000
↓ -1,350,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
5%₹495 Cr2,690,000
↑ 246,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFC
5%₹484 Cr2,005,000
↑ 75,000
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
4%₹426 Cr5,825,140
↓ -492,242
Asian Paints Ltd (Basic Materials)
Equity, Since 31 Aug 16 | 500820
4%₹419 Cr2,350,000
↑ 170,000

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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