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11 Best Large Cap Equity Funds 2019
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 2019.
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 19 - 20
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2018 (%) SBI Bluechip Fund Growth ₹41.1219
↓ -0.25 ₹22,743 8.6 7.1 13.5 9 9.8 -4.1 ICICI Prudential Bluechip Fund Growth ₹43.54
↓ -0.32 ₹23,019 7.7 5 9.6 11 9 -0.8 Aditya Birla Sun Life Frontline Equity Fund Growth ₹229
↓ -1.16 ₹20,692 7.4 4.8 9.5 8.3 8.3 -2.9 Reliance Large Cap Fund Growth ₹34.7049
↓ -0.44 ₹12,531 7.4 1.2 7.1 11 9 -0.2 BNP Paribas Large Cap Fund Growth ₹96.27
↓ -0.70 ₹788 9.1 11.4 20.7 11.2 9.1 -4 Kotak Bluechip Fund Growth ₹245.626
↓ -1.20 ₹1,379 10.2 8 15.7 10 8.8 -2.1 TATA Large Cap Fund Growth ₹227.948
↓ -1.65 ₹785 7.4 6.8 14.6 9.1 8.2 -3.6 HDFC Top 100 Fund Growth ₹494.786
↓ -6.10 ₹17,614 5.8 1.7 8.8 10.6 7.6 0.1 Franklin India Bluechip Fund Growth ₹457.999
↓ -2.67 ₹6,852 6.5 0.8 4.7 6.1 6.4 -3.6 Axis Bluechip Fund Growth ₹31.57
↓ -0.19 ₹8,050 8.8 13 23.6 16.6 10.9 6.5 DSP BlackRock TOP 100 Equity Growth ₹220.655
↓ -1.55 ₹2,521 12.8 9.3 17.2 8.6 7.5 -2.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Nov 19 500 Crore.
(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 (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 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 Below is the key information for Aditya Birla Sun Life Frontline Equity Fund Returns up to 1 year are on (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. Reliance 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 Below is the key information for Reliance Large Cap 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 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 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 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 Below is the key information for HDFC Top 100 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 (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 The Fund is seeking to generate capital appreciation, from a portfolio that is substantially constituted of equity and equity related securities of the 100 largest corporates, by market capitalisation, listed in India. DSP BlackRock TOP 100 Equity is a Equity - Large Cap fund was launched on 10 Mar 03. It is a fund with Moderately High risk and has given a Below is the key information for DSP BlackRock TOP 100 Equity Returns up to 1 year are on 1. SBI Bluechip Fund
CAGR/Annualized return of 10.8% since its launch. Ranked 9 in Large Cap category. Return for 2018 was -4.1% , 2017 was 30.2% and 2016 was 4.8% . SBI Bluechip Fund
Growth Launch Date 14 Feb 06 NAV (08 Nov 19) ₹41.1219 ↓ -0.25 (-0.61 %) Net Assets (Cr) ₹22,743 on 30 Sep 19 Category Equity - Large Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.42 Sharpe Ratio 0.44 Information Ratio -0.86 Alpha Ratio 3.42 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 Oct 14 ₹10,000 31 Oct 15 ₹11,027 31 Oct 16 ₹12,639 31 Oct 17 ₹14,632 31 Oct 18 ₹13,865 31 Oct 19 ₹16,101 Returns for SBI Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Nov 19 Duration Returns 1 Month 6.3% 3 Month 8.6% 6 Month 7.1% 1 Year 13.5% 3 Year 9% 5 Year 9.8% 10 Year 15 Year Since launch 10.8% Historical performance (Yearly) on absolute basis
Year Returns 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% 2009 87.9% Fund Manager information for SBI Bluechip Fund
Name Since Tenure Sohini Andani 1 Sep 10 8.67 Yr. Data below for SBI Bluechip Fund as on 30 Sep 19
Equity Sector Allocation
Sector Value Financial Services 40.34% Industrials 10.91% Consumer Defensive 9.26% Technology 7.08% Energy 6.77% Consumer Cyclical 6.44% Basic Materials 5.4% Health Care 4.27% Real Estate 1.78% Utility 1.22% Asset Allocation
Asset Class Value Cash 6.53% Equity 93.47% Debt 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK10% ₹2,206 Cr 17,970,378
↑ 850,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | ICICIBANK7% ₹1,481 Cr 34,143,104
↑ 2,600,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 09 | LT5% ₹1,189 Cr 8,062,209 ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC5% ₹1,084 Cr 41,713,904 Infosys Ltd (Technology)
Equity, Since 30 Nov 17 | INFY4% ₹927 Cr 11,506,309 Nestle India Ltd (Consumer Defensive)
Equity, Since 31 May 16 | NESTLEIND4% ₹882 Cr 634,722 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | KOTAKBANK4% ₹840 Cr 5,110,470 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 5322154% ₹829 Cr 12,101,751
↑ 3,975,000 Treps
CBLO/Reverse Repo | -4% ₹824 Cr Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 15 | HDFC3% ₹754 Cr 3,812,989 2. ICICI Prudential Bluechip Fund
CAGR/Annualized return of 13.7% since its launch. Ranked 21 in Large Cap category. Return for 2018 was -0.8% , 2017 was 32.7% and 2016 was 7.7% . ICICI Prudential Bluechip Fund
Growth Launch Date 23 May 08 NAV (08 Nov 19) ₹43.54 ↓ -0.32 (-0.73 %) Net Assets (Cr) ₹23,019 on 30 Sep 19 Category Equity - Large Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.3 Sharpe Ratio 0.13 Information Ratio -0.35 Alpha Ratio -0.89 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 Oct 14 ₹10,000 31 Oct 15 ₹10,145 31 Oct 16 ₹11,390 31 Oct 17 ₹14,008 31 Oct 18 ₹13,860 31 Oct 19 ₹15,321 Returns for ICICI Prudential Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Nov 19 Duration Returns 1 Month 6.2% 3 Month 7.7% 6 Month 5% 1 Year 9.6% 3 Year 11% 5 Year 9% 10 Year 15 Year Since launch 13.7% Historical performance (Yearly) on absolute basis
Year Returns 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% 2009 91.2% Fund Manager information for ICICI Prudential Bluechip Fund
Name Since Tenure Rajat Chandak 14 Jul 17 1.63 Yr. Priyanka Khandelwal 15 Jun 17 1.71 Yr. Anish Tawakley 5 Sep 18 0.48 Yr. Data below for ICICI Prudential Bluechip Fund as on 30 Sep 19
Equity Sector Allocation
Sector Value Financial Services 32.1% Technology 10.52% Consumer Cyclical 7.91% Basic Materials 7.76% Energy 7.59% Consumer Defensive 6.57% Industrials 5.99% Utility 4.85% Communication Services 4.29% Health Care 1.94% Asset Allocation
Asset Class Value Cash 5.96% Equity 93.93% Debt 0.01% Other 0.1% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK9% ₹2,156 Cr 17,561,180 Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY7% ₹1,598 Cr 19,840,238
↑ 1,721,850 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK6% ₹1,475 Cr 34,000,000 Net Current Assets
Net Current Assets | -5% -₹1,073 Cr Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 5322155% ₹1,069 Cr 15,601,708
↑ 4,748,917 Nifty 50 Index
- | -5% ₹1,064 Cr 922,575
↑ 150,000 HOUSING DEVELOPMENT FINANCE CORPORATION LIMITED
Commercial Paper | -4% ₹999 Cr 20,000
↑ 20,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | BHARTIARTL4% ₹932 Cr 25,396,804 Treps
CBLO/Reverse Repo | -4% ₹909 Cr Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 08 | RELIANCE4% ₹837 Cr 6,285,943
↑ 403,056 3. Aditya Birla Sun Life Frontline Equity Fund
CAGR/Annualized return of 20% since its launch. Ranked 14 in Large Cap category. Return for 2018 was -2.9% , 2017 was 30.6% and 2016 was 7.4% . Aditya Birla Sun Life Frontline Equity Fund
Growth Launch Date 30 Aug 02 NAV (08 Nov 19) ₹229 ↓ -1.16 (-0.50 %) Net Assets (Cr) ₹20,692 on 30 Sep 19 Category Equity - Large Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.11 Sharpe Ratio 0.1 Information Ratio -1.22 Alpha Ratio -1.83 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.
Date Value 31 Oct 14 ₹10,000 31 Oct 15 ₹10,534 31 Oct 16 ₹12,027 31 Oct 17 ₹14,262 31 Oct 18 ₹13,605 31 Oct 19 ₹14,958 Returns for Aditya Birla Sun Life Frontline Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Nov 19 Duration Returns 1 Month 7.4% 3 Month 7.4% 6 Month 4.8% 1 Year 9.5% 3 Year 8.3% 5 Year 8.3% 10 Year 15 Year Since launch 20% Historical performance (Yearly) on absolute basis
Year Returns 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% 2009 90.5% Fund Manager information for Aditya Birla Sun Life Frontline Equity Fund
Name Since Tenure Mahesh Patil 17 Nov 05 13.71 Yr. Data below for Aditya Birla Sun Life Frontline Equity Fund as on 30 Sep 19
Equity Sector Allocation
Sector Value Financial Services 41.84% Technology 10.18% Energy 9.26% Consumer Defensive 8.4% Consumer Cyclical 6.83% Basic Materials 6.28% Industrials 6.26% Health Care 4.72% Utility 2.35% Communication Services 1.52% Real Estate 0.46% Asset Allocation
Asset Class Value Cash 2.92% Equity 97.04% Debt 0.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK10% ₹2,129 Cr 17,348,450
↓ -404,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK8% ₹1,747 Cr 40,279,640
↓ -734,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY6% ₹1,218 Cr 15,121,074 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE5% ₹1,007 Cr 7,560,866
↓ -97,024 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 08 | LT4% ₹901 Cr 6,112,365
↑ 447,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 08 | ITC4% ₹794 Cr 30,568,069 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 08 | HDFC4% ₹792 Cr 4,004,964 State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN3% ₹697 Cr 25,740,434
↓ -1,168,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | 5322153% ₹539 Cr 7,873,119
↑ 1,608,807 HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 12 | HCLTECH2% ₹485 Cr 4,488,996 4. Reliance Large Cap Fund
CAGR/Annualized return of 10.7% since its launch. Ranked 20 in Large Cap category. Return for 2018 was -0.2% , 2017 was 38.4% and 2016 was 2.2% . Reliance Large Cap Fund
Growth Launch Date 8 Aug 07 NAV (08 Nov 19) ₹34.7049 ↓ -0.44 (-1.25 %) Net Assets (Cr) ₹12,531 on 30 Sep 19 Category Equity - Large Cap AMC Reliance Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.49 Sharpe Ratio 0.07 Information Ratio -0.24 Alpha Ratio -1.71 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 Oct 14 ₹10,000 31 Oct 15 ₹10,454 31 Oct 16 ₹11,449 31 Oct 17 ₹14,188 31 Oct 18 ₹14,258 31 Oct 19 ₹15,585 Returns for Reliance Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Nov 19 Duration Returns 1 Month 7.1% 3 Month 7.4% 6 Month 1.2% 1 Year 7.1% 3 Year 11% 5 Year 9% 10 Year 15 Year Since launch 10.7% Historical performance (Yearly) on absolute basis
Year Returns 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% 2009 73.4% Fund Manager information for Reliance Large Cap Fund
Name Since Tenure Sailesh Raj Bhan 8 Aug 07 12.15 Yr. Kinjal Desai 25 May 18 1.35 Yr. Data below for Reliance Large Cap Fund as on 30 Sep 19
Equity Sector Allocation
Sector Value Financial Services 30.8% Industrials 18.85% Consumer Cyclical 13.99% Energy 7.69% Health Care 7.07% Technology 6.77% Consumer Defensive 6.01% Basic Materials 3.1% Utility 2.39% Communication Services 2.31% Asset Allocation
Asset Class Value Cash 0.88% Equity 98.97% Other 0.15% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK8% ₹954 Cr 22,000,000
↓ -1,500,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK7% ₹859 Cr 7,001,222 State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN7% ₹839 Cr 31,000,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT7% ₹826 Cr 5,600,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC6% ₹754 Cr 29,000,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | 5322155% ₹603 Cr 8,800,000 Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY4% ₹540 Cr 6,700,884
↓ -868 Bank of Baroda (Financial Services)
Equity, Since 31 Jul 18 | 5321343% ₹391 Cr 42,000,000
↑ 1,000,000 Siemens Ltd (Industrials)
Equity, Since 30 Sep 18 | 5005503% ₹379 Cr 2,500,000
↑ 100,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB3% ₹347 Cr 2,085,654
↑ 335,446 5. BNP Paribas Large Cap Fund
CAGR/Annualized return of 16.2% since its launch. Ranked 38 in Large Cap category. Return for 2018 was -4% , 2017 was 37% and 2016 was -5.5% . BNP Paribas Large Cap Fund
Growth Launch Date 23 Sep 04 NAV (08 Nov 19) ₹96.27 ↓ -0.70 (-0.72 %) Net Assets (Cr) ₹788 on 30 Sep 19 Category Equity - Large Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.46 Sharpe Ratio 0.94 Information Ratio -0.23 Alpha Ratio 8.45 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 Oct 14 ₹10,000 31 Oct 15 ₹10,792 31 Oct 16 ₹11,476 31 Oct 17 ₹13,538 31 Oct 18 ₹12,780 31 Oct 19 ₹15,610 Returns for BNP Paribas Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Nov 19 Duration Returns 1 Month 5.4% 3 Month 9.1% 6 Month 11.4% 1 Year 20.7% 3 Year 11.2% 5 Year 9.1% 10 Year 15 Year Since launch 16.2% Historical performance (Yearly) on absolute basis
Year Returns 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% 2009 56.8% Fund Manager information for BNP Paribas Large Cap Fund
Name Since Tenure Abhijeet Dey 16 Nov 16 2.87 Yr. Karthikraj Lakshmanan 7 Oct 16 2.98 Yr. Data below for BNP Paribas Large Cap Fund as on 30 Sep 19
Equity Sector Allocation
Sector Value Financial Services 38.94% Consumer Defensive 13.15% Technology 9.81% Basic Materials 9.62% Energy 8.47% Industrials 8.24% Consumer Cyclical 2.87% Communication Services 2.47% Asset Allocation
Asset Class Value Cash 6.44% Equity 93.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK10% ₹75 Cr 615,000
↓ -25,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | ICICIBANK8% ₹62 Cr 1,432,000
↓ -243,000 Net Receivables / (Payables)
Net Current Assets | -6% ₹47 Cr Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY6% ₹47 Cr 580,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 5322155% ₹41 Cr 600,000
↑ 150,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 17 | RELIANCE5% ₹41 Cr 305,000
↓ -30,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Dec 13 | ULTRACEMCO5% ₹37 Cr 85,000
↑ 20,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | KOTAKBANK4% ₹35 Cr 215,000
↑ 65,000 Siemens Ltd (Industrials)
Equity, Since 28 Feb 19 | 5005504% ₹29 Cr 192,000
↑ 60,000 Asian Paints Ltd (Basic Materials)
Equity, Since 30 Sep 14 | 5008203% ₹26 Cr 150,000 6. Kotak Bluechip Fund
CAGR/Annualized return of since its launch. Ranked 32 in Large Cap category. Return for 2018 was -2.1% , 2017 was 29.2% and 2016 was 2.9% . Kotak Bluechip Fund
Growth Launch Date 29 Dec 98 NAV (08 Nov 19) ₹245.626 ↓ -1.20 (-0.49 %) Net Assets (Cr) ₹1,379 on 30 Sep 19 Category Equity - Large Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.2 Sharpe Ratio 0.29 Information Ratio -1.16 Alpha Ratio 0.31 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 Oct 14 ₹10,000 31 Oct 15 ₹10,783 31 Oct 16 ₹11,703 31 Oct 17 ₹13,712 31 Oct 18 ₹13,117 31 Oct 19 ₹15,406 Returns for Kotak Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Nov 19 Duration Returns 1 Month 7.2% 3 Month 10.2% 6 Month 8% 1 Year 15.7% 3 Year 10% 5 Year 8.8% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 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% 2009 66.7% Fund Manager information for Kotak Bluechip Fund
Name Since Tenure Harish Krishnan 1 Jan 14 5.09 Yr. Data below for Kotak Bluechip Fund as on 30 Sep 19
Equity Sector Allocation
Sector Value Financial Services 38.25% Technology 12.72% Energy 10.59% Industrials 9.27% Basic Materials 8.96% Consumer Cyclical 6.06% Consumer Defensive 5.75% Utility 2.7% Health Care 2.32% Real Estate 0.7% Asset Allocation
Asset Class Value Cash 1.97% Equity 98.03% Debt 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK10% ₹131 Cr 1,070,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE8% ₹115 Cr 864,000
↓ -16,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK8% ₹110 Cr 2,547,750
↑ 50,750 Infosys Ltd (Technology)
Equity, Since 31 Oct 04 | INFY7% ₹91 Cr 1,130,766
↑ 60,766 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 13 | 5322155% ₹63 Cr 917,815 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 17 | HDFC4% ₹59 Cr 300,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 12 | LT4% ₹57 Cr 388,167
↑ 33,667 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK4% ₹57 Cr 345,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 17 | TCS4% ₹52 Cr 250,000
↓ -14,450 State Bank of India (Financial Services)
Equity, Since 31 May 14 | SBIN3% ₹40 Cr 1,491,800 7. TATA Large Cap Fund
CAGR/Annualized return of 19.9% since its launch. Ranked 35 in Large Cap category. Return for 2018 was -3.6% , 2017 was 29.5% and 2016 was 2.9% . TATA Large Cap Fund
Growth Launch Date 7 May 98 NAV (08 Nov 19) ₹227.948 ↓ -1.65 (-0.72 %) Net Assets (Cr) ₹785 on 30 Sep 19 Category Equity - Large Cap AMC Tata Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.91 Sharpe Ratio 0.44 Information Ratio -1.15 Alpha Ratio 0.83 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 Oct 14 ₹10,000 31 Oct 15 ₹10,527 31 Oct 16 ₹11,503 31 Oct 17 ₹13,513 31 Oct 18 ₹12,834 31 Oct 19 ₹14,938 Returns for TATA Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Nov 19 Duration Returns 1 Month 6.9% 3 Month 7.4% 6 Month 6.8% 1 Year 14.6% 3 Year 9.1% 5 Year 8.2% 10 Year 15 Year Since launch 19.9% Historical performance (Yearly) on absolute basis
Year Returns 2018 -3.6% 2017 29.5% 2016 2.9% 2015 1.3% 2014 36% 2013 8% 2012 28.5% 2011 -21.2% 2010 19% 2009 77.2% Fund Manager information for TATA Large Cap Fund
Name Since Tenure Rupesh Patel 18 Jun 18 0.62 Yr. Ennette Fernandes 18 Jun 18 0.62 Yr. Data below for TATA Large Cap Fund as on 30 Sep 19
Equity Sector Allocation
Sector Value Financial Services 44.72% Technology 11.45% Industrials 11.41% Energy 10.21% Health Care 5.27% Utility 4.76% Consumer Cyclical 3.73% Basic Materials 2.6% Consumer Defensive 2.52% Communication Services 2.15% Asset Allocation
Asset Class Value Cash 1.7% Equity 98.81% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 11 | ICICIBANK10% ₹77 Cr 1,770,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK9% ₹72 Cr 583,000 Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY7% ₹57 Cr 710,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5322157% ₹53 Cr 770,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 13 | LT7% ₹52 Cr 356,000 State Bank of India (Financial Services)
Equity, Since 30 Apr 14 | SBIN6% ₹50 Cr 1,855,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE6% ₹44 Cr 330,000
↑ 35,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | KOTAKBANK4% ₹33 Cr 200,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 16 | 5000344% ₹31 Cr 77,500 Titan Co Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | TITAN4% ₹29 Cr 230,000 8. HDFC Top 100 Fund
CAGR/Annualized return of 19.5% since its launch. Ranked 43 in Large Cap category. Return for 2018 was 0.1% , 2017 was 32% and 2016 was 8.5% . HDFC Top 100 Fund
Growth Launch Date 11 Oct 96 NAV (08 Nov 19) ₹494.786 ↓ -6.10 (-1.22 %) Net Assets (Cr) ₹17,614 on 30 Sep 19 Category Equity - Large Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.12 Sharpe Ratio 0.11 Information Ratio -0.33 Alpha Ratio -1.19 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 Oct 14 ₹10,000 31 Oct 15 ₹9,651 31 Oct 16 ₹10,949 31 Oct 17 ₹13,479 31 Oct 18 ₹13,267 31 Oct 19 ₹14,598 Returns for HDFC Top 100 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Nov 19 Duration Returns 1 Month 7.3% 3 Month 5.8% 6 Month 1.7% 1 Year 8.8% 3 Year 10.6% 5 Year 7.6% 10 Year 15 Year Since launch 19.5% Historical performance (Yearly) on absolute basis
Year Returns 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% 2009 94.5% Fund Manager information for HDFC Top 100 Fund
Name Since Tenure Prashant Jain 19 Jun 03 16.29 Yr. Chirag Dagli 31 Jul 19 0.17 Yr. Data below for HDFC Top 100 Fund as on 30 Sep 19
Equity Sector Allocation
Sector Value Financial Services 36.21% Energy 14.83% Technology 13.6% Industrials 9.83% Utility 8.64% Basic Materials 7.65% Consumer Defensive 5.15% Health Care 3.3% Asset Allocation
Asset Class Value Cash 0.76% Equity 99.23% Other 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 05 | ICICIBANK9% ₹1,561 Cr 35,995,853
↑ 921,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 06 | RELIANCE9% ₹1,531 Cr 11,491,764 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK8% ₹1,460 Cr 11,896,294
↑ 780,932 Infosys Ltd (Technology)
Equity, Since 31 Aug 04 | INFY7% ₹1,310 Cr 16,259,954 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 06 | LT6% ₹1,089 Cr 7,383,828
↑ 125,000 State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN6% ₹1,085 Cr 40,056,500
↑ 600,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC5% ₹907 Cr 34,915,140 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 05 | TCS4% ₹680 Cr 3,241,062 NTPC Ltd (Utilities)
Equity, Since 30 Jun 15 | 5325554% ₹648 Cr 55,170,537 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | 5322153% ₹559 Cr 8,155,405
↓ -200,000 9. Franklin India Bluechip Fund
CAGR/Annualized return of 16.3% since its launch. Ranked 41 in Large Cap category. Return for 2018 was -3.6% , 2017 was 26.3% and 2016 was 6.4% . Franklin India Bluechip Fund
Growth Launch Date 1 Dec 93 NAV (08 Nov 19) ₹457.999 ↓ -2.67 (-0.58 %) Net Assets (Cr) ₹6,852 on 30 Sep 19 Category Equity - Large Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.24 Sharpe Ratio -0.31 Information Ratio -2.13 Alpha Ratio -6.73 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 Oct 14 ₹10,000 31 Oct 15 ₹10,634 31 Oct 16 ₹11,666 31 Oct 17 ₹13,690 31 Oct 18 ₹12,957 31 Oct 19 ₹13,827 Returns for Franklin India Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Nov 19 Duration Returns 1 Month 7.2% 3 Month 6.5% 6 Month 0.8% 1 Year 4.7% 3 Year 6.1% 5 Year 6.4% 10 Year 15 Year Since launch 16.3% Historical performance (Yearly) on absolute basis
Year Returns 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% 2009 84.5% Fund Manager information for Franklin India Bluechip Fund
Name Since Tenure Anand Radhakrishnan 4 Apr 07 12.16 Yr. Roshi Jain 2 May 16 3.08 Yr. Srikesh Nair 1 Dec 15 3.5 Yr. Data below for Franklin India Bluechip Fund as on 30 Sep 19
Equity Sector Allocation
Sector Value Financial Services 31.26% Basic Materials 11.58% Communication Services 9.11% Energy 8.74% Technology 8.57% Health Care 7.15% Utility 5.96% Industrials 5.37% Consumer Cyclical 3.09% Consumer Defensive 1.23% Asset Allocation
Asset Class Value Equity 92.06% Other 7.94% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK9% ₹629 Cr 14,500,000
↑ 500,000 Call, Cash & Other Assets
Receivables | -8% ₹544 Cr HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK7% ₹503 Cr 4,100,000
↓ -900,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL7% ₹495 Cr 13,489,840 State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN6% ₹379 Cr 14,000,000
↑ 1,000,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322154% ₹308 Cr 4,500,000 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | 5001244% ₹270 Cr 1,000,000
↑ 200,000 Indian Oil Corp Ltd (Energy)
Equity, Since 31 Dec 16 | IOC4% ₹265 Cr 18,000,000
↑ 2,000,000 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Aug 19 | 5407194% ₹254 Cr 3,000,000
↑ 2,400,000 NTPC Ltd (Utilities)
Equity, Since 28 Feb 17 | 5325554% ₹247 Cr 21,000,000
↑ 3,500,000 10. Axis Bluechip Fund
CAGR/Annualized return of 12.4% since its launch. Ranked 58 in Large Cap category. Return for 2018 was 6.5% , 2017 was 38% and 2016 was -3.6% . Axis Bluechip Fund
Growth Launch Date 5 Jan 10 NAV (08 Nov 19) ₹31.57 ↓ -0.19 (-0.60 %) Net Assets (Cr) ₹8,050 on 30 Sep 19 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.11 Sharpe Ratio 1.01 Information Ratio 0.65 Alpha Ratio 10.03 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 14 ₹10,000 31 Oct 15 ₹10,220 31 Oct 16 ₹10,908 31 Oct 17 ₹13,153 31 Oct 18 ₹13,518 31 Oct 19 ₹16,912 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Nov 19 Duration Returns 1 Month 4.4% 3 Month 8.8% 6 Month 13% 1 Year 23.6% 3 Year 16.6% 5 Year 10.9% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 2018 6.5% 2017 38% 2016 -3.6% 2015 -1.2% 2014 40.8% 2013 13.5% 2012 31.7% 2011 -22.6% 2010 2009 Fund Manager information for Axis Bluechip Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 2.77 Yr. Data below for Axis Bluechip Fund as on 30 Sep 19
Equity Sector Allocation
Sector Value Financial Services 44.44% Technology 13.45% Consumer Defensive 10.68% Basic Materials 7.76% Energy 6.62% Consumer Cyclical 3.68% Industrials 1.98% Health Care 1.01% Communication Services 0.91% Asset Allocation
Asset Class Value Cash 7.24% Equity 92.76% Top Securities Holdings / Portfolio
Name Holding Value Quantity Clearing Corporation Of India Ltd
CBLO | -10% ₹837 Cr HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK9% ₹738 Cr 6,015,000
↑ 1,035,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK9% ₹724 Cr 4,400,000 Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY9% ₹701 Cr 8,700,000
↑ 2,930,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 5000348% ₹677 Cr 1,674,293
↑ 114,293 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK8% ₹644 Cr 14,859,375
↑ 1,859,375 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE7% ₹533 Cr 4,000,000
↑ 1,770,000 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 5403765% ₹435 Cr 2,340,224
↑ 160,626 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFC4% ₹346 Cr 1,750,000
↑ 450,000 Asian Paints Ltd (Basic Materials)
Equity, Since 31 Aug 16 | 5008204% ₹332 Cr 1,886,000
↑ 186,000 11. DSP BlackRock TOP 100 Equity
CAGR/Annualized return of 20.4% since its launch. Ranked 60 in Large Cap category. Return for 2018 was -2.7% , 2017 was 26.5% and 2016 was 4.9% . DSP BlackRock TOP 100 Equity
Growth Launch Date 10 Mar 03 NAV (08 Nov 19) ₹220.655 ↓ -1.55 (-0.70 %) Net Assets (Cr) ₹2,521 on 30 Sep 19 Category Equity - Large Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 2.34 Sharpe Ratio 0.41 Information Ratio -0.71 Alpha Ratio 4.09 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 14 ₹10,000 31 Oct 15 ₹9,936 31 Oct 16 ₹11,490 31 Oct 17 ₹12,992 31 Oct 18 ₹11,909 31 Oct 19 ₹14,385 Returns for DSP BlackRock TOP 100 Equity
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Nov 19 Duration Returns 1 Month 8.3% 3 Month 12.8% 6 Month 9.3% 1 Year 17.2% 3 Year 8.6% 5 Year 7.5% 10 Year 15 Year Since launch 20.4% Historical performance (Yearly) on absolute basis
Year Returns 2018 -2.7% 2017 26.5% 2016 4.9% 2015 -2.3% 2014 37.5% 2013 2.2% 2012 30.3% 2011 -19.8% 2010 16.8% 2009 77.1% Fund Manager information for DSP BlackRock TOP 100 Equity
Name Since Tenure Gopal Agrawal 1 Oct 18 0.66 Yr. Jay Kothari 14 Aug 18 0.79 Yr. Data below for DSP BlackRock TOP 100 Equity as on 30 Sep 19
Equity Sector Allocation
Sector Value Financial Services 48.6% Energy 10.84% Consumer Cyclical 10.01% Basic Materials 7.53% Industrials 7% Health Care 3.87% Technology 3.73% Consumer Defensive 3.16% Communication Services 2.01% Utility 0.68% Asset Allocation
Asset Class Value Cash 2.57% Equity 97.43% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK14% ₹359 Cr 2,925,628 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000347% ₹183 Cr 453,154
↓ -47,404 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | ICICIBANK7% ₹174 Cr 4,009,643
↑ 565,531 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE7% ₹169 Cr 1,271,235 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT6% ₹140 Cr 951,655 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 19 | 5322155% ₹116 Cr 1,688,188
↑ 586,364 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 17 | KOTAKBANK4% ₹103 Cr 623,925 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 14 | MARUTI4% ₹94 Cr 140,557
↓ -27,935 Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -3% ₹73 Cr UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jul 14 | ULTRACEMCO3% ₹65 Cr 150,543
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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