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11 Best performing Large Cap Mutual Funds in India for 2022

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11 Best Large Cap Equity Funds 2022

Updated on January 23, 2022 , 68278 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 2022.

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 22 - 23

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
Canara Robeco Bluechip Equity Fund Growth ₹41.21
↑ 0.38
₹5,691-3.8721.321.117.424.5
IDBI India Top 100 Equity Fund Growth ₹39.11
↑ 0.36
₹563-3.68.928.120.21431.2
Kotak Bluechip Fund Growth ₹371.084
↑ 3.65
₹3,652-4.46.923.519.81527.7
BNP Paribas Large Cap Fund Growth ₹138.94
↑ 1.20
₹1,245-4.37.920.219.315.322.1
Axis Bluechip Fund Growth ₹44.89
↑ 0.10
₹34,584-5.95.617.218.918.220.6
ICICI Prudential Bluechip Fund Growth ₹65.63
↑ 0.73
₹30,899-2.511.62718.415.329.2
SBI Bluechip Fund Growth ₹60.0053
↑ 0.50
₹31,774-4.36.822.218.313.826.1
LIC MF Large Cap Fund Growth ₹40.5588
↑ 0.35
₹643-4.19.121.217.913.923.8
TATA Large Cap Fund Growth ₹331.277
↑ 3.69
₹1,116-48.828.917.613.832.7
IDFC Large Cap Fund Growth ₹49.97
↑ 0.59
₹980-31021.717.614.726.8
Aditya Birla Sun Life Frontline Equity Fund Growth ₹337.72
↑ 3.35
₹21,841-4.48.524.51713.427.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Jan 22

*List of 11 Best Large cap mutual funds with AUM/Net Assets > 500 Crore. Having fund age >=3 Sorted on 3 Year CAGR Returns.

1. Canara Robeco Bluechip Equity Fund

(Erstwhile Canara Robeco Large Cap+ Fund)

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

Canara Robeco Bluechip Equity Fund is a Equity - Large Cap fund was launched on 20 Aug 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.2% since its launch.  Ranked 52 in Large Cap category.  Return for 2021 was 24.5% , 2020 was 23.1% and 2019 was 15.7% .

Below is the key information for Canara Robeco Bluechip Equity Fund

Canara Robeco Bluechip Equity Fund
Growth
Launch Date 20 Aug 10
NAV (25 Jan 22) ₹41.21 ↑ 0.38   (0.93 %)
Net Assets (Cr) ₹5,691 on 31 Dec 21
Category Equity - Large Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.25
Sharpe Ratio 1.71
Information Ratio 0.72
Alpha Ratio 0.56
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 16₹10,000
31 Dec 17₹13,137
31 Dec 18₹13,582
31 Dec 19₹15,712
31 Dec 20₹19,334
31 Dec 21₹24,080

Canara Robeco Bluechip Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for Canara Robeco Bluechip Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jan 22

DurationReturns
1 Month 1%
3 Month -3.8%
6 Month 7%
1 Year 21.3%
3 Year 21.1%
5 Year 17.4%
10 Year
15 Year
Since launch 13.2%
Historical performance (Yearly) on absolute basis
YearReturns
2021 24.5%
2020 23.1%
2019 15.7%
2018 3.4%
2017 31.4%
2016 1.9%
2015 -0.5%
2014 35.9%
2013 5%
2012 28.4%
Fund Manager information for Canara Robeco Bluechip Equity Fund
NameSinceTenure
Vishal Mishra1 Jun 210.59 Yr.
Shridatta Bhandwaldar5 Jul 165.5 Yr.

Data below for Canara Robeco Bluechip Equity Fund as on 31 Dec 21

Equity Sector Allocation
SectorValue
Financial Services32.13%
Technology17.25%
Consumer Cyclical10.11%
Energy6.76%
Basic Materials6.72%
Health Care6.4%
Consumer Defensive6.16%
Industrials5.07%
Communication Services2.09%
Utility1.82%
Asset Allocation
Asset ClassValue
Cash5.48%
Equity94.52%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Sep 10 | INFY
9%₹527 Cr2,794,142
↑ 170,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
8%₹436 Cr5,885,600
↑ 425,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | HDFCBANK
7%₹404 Cr2,729,700
↑ 160,000
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 17 | RELIANCE
7%₹384 Cr1,623,250
↑ 70,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
5%₹261 Cr698,461
↑ 40,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT
4%₹228 Cr1,200,685
↑ 25,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | 500034
4%₹215 Cr308,434
↑ 35,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
3%₹191 Cr4,150,000
↑ 370,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFC
3%₹176 Cr680,450
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
2%₹141 Cr2,084,200
↓ -500,000

2. IDBI India Top 100 Equity Fund

The Investment objective of the Scheme is to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related Instruments of Large Cap companies. However there can be no assurance that the investment objective under the Scheme will be realized.

IDBI India Top 100 Equity Fund is a Equity - Large Cap fund was launched on 15 May 12. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.1% since its launch.  Ranked 45 in Large Cap category.  Return for 2021 was 31.2% , 2020 was 16.4% and 2019 was 12.7% .

Below is the key information for IDBI India Top 100 Equity Fund

IDBI India Top 100 Equity Fund
Growth
Launch Date 15 May 12
NAV (25 Jan 22) ₹39.11 ↑ 0.36   (0.93 %)
Net Assets (Cr) ₹563 on 31 Dec 21
Category Equity - Large Cap
AMC IDBI Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.66
Sharpe Ratio 1.94
Information Ratio 0.49
Alpha Ratio 4.44
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 Dec 16₹10,000
31 Dec 17₹12,804
31 Dec 18₹12,046
31 Dec 19₹13,577
31 Dec 20₹15,807
31 Dec 21₹20,747

IDBI India Top 100 Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for IDBI India Top 100 Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jan 22

DurationReturns
1 Month 1.2%
3 Month -3.6%
6 Month 8.9%
1 Year 28.1%
3 Year 20.2%
5 Year 14%
10 Year
15 Year
Since launch 15.1%
Historical performance (Yearly) on absolute basis
YearReturns
2021 31.2%
2020 16.4%
2019 12.7%
2018 -5.9%
2017 28%
2016 1.5%
2015 3.2%
2014 40.6%
2013 7.2%
2012
Fund Manager information for IDBI India Top 100 Equity Fund
NameSinceTenure
Alok Ranjan16 Aug 210.38 Yr.

Data below for IDBI India Top 100 Equity Fund as on 31 Dec 21

Equity Sector Allocation
SectorValue
Financial Services33.24%
Technology15.97%
Basic Materials11.5%
Consumer Cyclical9.6%
Energy7.01%
Industrials6.99%
Consumer Defensive5.7%
Health Care4.17%
Real Estate2.29%
Communication Services1.17%
Utility0.88%
Asset Allocation
Asset ClassValue
Cash1.46%
Equity98.52%
Debt0.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 16 | HDFCBANK
7%₹42 Cr282,182
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 18 | RELIANCE
7%₹39 Cr166,544
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
7%₹38 Cr509,292
Infosys Ltd (Technology)
Equity, Since 31 Mar 18 | INFY
6%₹33 Cr176,877
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 12 | HDFC
4%₹22 Cr85,448
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 19 | TCS
3%₹18 Cr48,254
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 19 | 532215
3%₹17 Cr249,203
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 17 | LT
3%₹15 Cr77,348
↑ 15,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK
3%₹15 Cr81,223
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
2%₹14 Cr295,957

3. 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 2021 was 27.7% , 2020 was 16.4% and 2019 was 14.2% .

Below is the key information for Kotak Bluechip Fund

Kotak Bluechip Fund
Growth
Launch Date 29 Dec 98
NAV (25 Jan 22) ₹371.084 ↑ 3.65   (0.99 %)
Net Assets (Cr) ₹3,652 on 31 Dec 21
Category Equity - Large Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 1.9
Information Ratio 0.55
Alpha Ratio 3.29
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 Dec 16₹10,000
31 Dec 17₹12,918
31 Dec 18₹12,646
31 Dec 19₹14,441
31 Dec 20₹16,805
31 Dec 21₹21,466

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 ₹447,579.
Net Profit of ₹147,579
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 25 Jan 22

DurationReturns
1 Month 0.8%
3 Month -4.4%
6 Month 6.9%
1 Year 23.5%
3 Year 19.8%
5 Year 15%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2021 27.7%
2020 16.4%
2019 14.2%
2018 -2.1%
2017 29.2%
2016 2.9%
2015 3.8%
2014 42.5%
2013 4.3%
2012 23.4%
Fund Manager information for Kotak Bluechip Fund
NameSinceTenure
Harish Krishnan1 Jan 148.01 Yr.

Data below for Kotak Bluechip Fund as on 31 Dec 21

Equity Sector Allocation
SectorValue
Financial Services30.57%
Technology16.67%
Consumer Cyclical11.36%
Energy8.5%
Consumer Defensive7.01%
Industrials6.63%
Basic Materials6.08%
Health Care3.72%
Communication Services2.17%
Utility1.78%
Real Estate0.99%
Asset Allocation
Asset ClassValue
Cash3.53%
Equity96.46%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE
8%₹276 Cr1,165,000
↑ 15,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 04 | INFY
7%₹269 Cr1,425,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
7%₹257 Cr3,475,000
↑ 25,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
7%₹248 Cr1,675,000
↑ 25,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 17 | TCS
4%₹155 Cr415,000
↑ 5,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 12 | LT
3%₹123 Cr650,000
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 13 | 532215
3%₹112 Cr1,650,000
↑ 25,000
Persistent Systems Ltd (Technology)
Equity, Since 30 Jun 19 | PERSISTENT
3%₹108 Cr220,000
↓ -30,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 17 | HDFC
3%₹106 Cr410,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK
3%₹99 Cr550,000

4. 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 16.4% since its launch.  Ranked 38 in Large Cap category.  Return for 2021 was 22.1% , 2020 was 16.8% and 2019 was 17.2% .

Below is the key information for BNP Paribas Large Cap Fund

BNP Paribas Large Cap Fund
Growth
Launch Date 23 Sep 04
NAV (25 Jan 22) ₹138.94 ↑ 1.20   (0.87 %)
Net Assets (Cr) ₹1,245 on 31 Dec 21
Category Equity - Large Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.3
Sharpe Ratio 1.52
Information Ratio 0.08
Alpha Ratio 0.07
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 Dec 16₹10,000
31 Dec 17₹13,705
31 Dec 18₹13,161
31 Dec 19₹15,422
31 Dec 20₹18,019
31 Dec 21₹21,998

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 ₹447,579.
Net Profit of ₹147,579
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 25 Jan 22

DurationReturns
1 Month 2%
3 Month -4.3%
6 Month 7.9%
1 Year 20.2%
3 Year 19.3%
5 Year 15.3%
10 Year
15 Year
Since launch 16.4%
Historical performance (Yearly) on absolute basis
YearReturns
2021 22.1%
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%
Fund Manager information for BNP Paribas Large Cap Fund
NameSinceTenure
Karthikraj Lakshmanan7 Oct 165.24 Yr.
Chockalingam Narayanan27 Aug 210.35 Yr.

Data below for BNP Paribas Large Cap Fund as on 31 Dec 21

Equity Sector Allocation
SectorValue
Financial Services40.51%
Technology14.31%
Consumer Defensive7.94%
Industrials7.18%
Energy5.96%
Consumer Cyclical5.87%
Health Care5.28%
Basic Materials3.81%
Communication Services3.47%
Utility1.02%
Real Estate0.84%
Asset Allocation
Asset ClassValue
Cash3.81%
Equity96.19%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | ICICIBANK
10%₹120 Cr1,620,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
8%₹100 Cr675,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY
7%₹89 Cr470,000
↑ 20,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 17 | RELIANCE
6%₹74 Cr313,500
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFC
4%₹54 Cr210,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 18 | TCS
4%₹54 Cr145,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
4%₹53 Cr787,000
↑ 47,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 20 | LT
4%₹46 Cr240,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | KOTAKBANK
3%₹43 Cr240,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 18 | 500034
3%₹38 Cr55,166

5. 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 13.3% since its launch.  Ranked 58 in Large Cap category.  Return for 2021 was 20.6% , 2020 was 19.7% and 2019 was 18.6% .

Below is the key information for Axis Bluechip Fund

Axis Bluechip Fund
Growth
Launch Date 5 Jan 10
NAV (25 Jan 22) ₹44.89 ↑ 0.10   (0.22 %)
Net Assets (Cr) ₹34,584 on 31 Dec 21
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.74
Sharpe Ratio 1.24
Information Ratio 0.24
Alpha Ratio -4.76
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 Dec 16₹10,000
31 Dec 17₹13,803
31 Dec 18₹14,706
31 Dec 19₹17,437
31 Dec 20₹20,876
31 Dec 21₹25,185

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 ₹481,656.
Net Profit of ₹181,656
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 25 Jan 22

DurationReturns
1 Month -1.1%
3 Month -5.9%
6 Month 5.6%
1 Year 17.2%
3 Year 18.9%
5 Year 18.2%
10 Year
15 Year
Since launch 13.3%
Historical performance (Yearly) on absolute basis
YearReturns
2021 20.6%
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%
Fund Manager information for Axis Bluechip Fund
NameSinceTenure
Shreyash Devalkar23 Nov 165.11 Yr.
Hitesh Das2 Nov 201.16 Yr.

Data below for Axis Bluechip Fund as on 31 Dec 21

Equity Sector Allocation
SectorValue
Financial Services35.5%
Technology19.8%
Consumer Defensive9.91%
Basic Materials8.42%
Health Care5.91%
Consumer Cyclical4.69%
Energy3.97%
Communication Services3.4%
Industrials1.1%
Asset Allocation
Asset ClassValue
Cash5.87%
Equity94.13%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
10%₹3,455 Cr18,300,000
↑ 800,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 500034
9%₹3,074 Cr4,406,122
↑ 44,872
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
9%₹2,958 Cr39,970,000
↓ -469,375
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
8%₹2,742 Cr5,868,799
↑ 287,145
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
7%₹2,563 Cr6,855,000
↑ 220,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
7%₹2,540 Cr17,170,000
↓ -790,000
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE
4%₹1,374 Cr5,800,000
↓ -430,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFC
4%₹1,278 Cr4,940,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK
4%₹1,239 Cr6,900,000
↓ -642,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 18 | DIVISLAB
3%₹1,051 Cr2,246,000

6. ICICI Prudential Bluechip Fund

(Erstwhile ICICI Prudential Focused Bluechip Equity Fund)

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

ICICI Prudential Bluechip Fund is a Equity - Large Cap fund was launched on 23 May 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.7% since its launch.  Ranked 21 in Large Cap category.  Return for 2021 was 29.2% , 2020 was 13.5% and 2019 was 9.8% .

Below is the key information for ICICI Prudential Bluechip Fund

ICICI Prudential Bluechip Fund
Growth
Launch Date 23 May 08
NAV (25 Jan 22) ₹65.63 ↑ 0.73   (1.12 %)
Net Assets (Cr) ₹30,899 on 31 Dec 21
Category Equity - Large Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.76
Sharpe Ratio 2.05
Information Ratio -0.26
Alpha Ratio 5.1
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 Dec 16₹10,000
31 Dec 17₹13,275
31 Dec 18₹13,168
31 Dec 19₹14,454
31 Dec 20₹16,404
31 Dec 21₹21,189

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 ₹447,579.
Net Profit of ₹147,579
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 25 Jan 22

DurationReturns
1 Month 2.8%
3 Month -2.5%
6 Month 11.6%
1 Year 27%
3 Year 18.4%
5 Year 15.3%
10 Year
15 Year
Since launch 14.7%
Historical performance (Yearly) on absolute basis
YearReturns
2021 29.2%
2020 13.5%
2019 9.8%
2018 -0.8%
2017 32.7%
2016 7.7%
2015 -0.2%
2014 41.1%
2013 10.2%
2012 26.8%
Fund Manager information for ICICI Prudential Bluechip Fund
NameSinceTenure
Rajat Chandak14 Jul 174.47 Yr.
Priyanka Khandelwal15 Jun 174.55 Yr.
Anish Tawakley5 Sep 183.33 Yr.
Vaibhav Dusad18 Jan 210.95 Yr.

Data below for ICICI Prudential Bluechip Fund as on 31 Dec 21

Equity Sector Allocation
SectorValue
Financial Services34.62%
Technology13.56%
Energy9%
Consumer Cyclical8.53%
Industrials6.5%
Basic Materials5.82%
Health Care5.78%
Consumer Defensive5.59%
Communication Services5.03%
Utility1.79%
Asset Allocation
Asset ClassValue
Cash3.77%
Equity96.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK
10%₹2,946 Cr39,807,132
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
8%₹2,424 Cr16,384,361
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
7%₹2,267 Cr12,010,305
↓ -114,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 08 | RELIANCE
6%₹1,909 Cr8,062,205
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 12 | LT
5%₹1,673 Cr8,825,602
↓ -25,955
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Dec 16 | HDFC
5%₹1,602 Cr6,193,179
↑ 616,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
5%₹1,590 Cr23,429,217
↑ 38,503
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | BHARTIARTL
5%₹1,554 Cr22,731,140
↓ -502,581
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 16 | MARUTI
4%₹1,082 Cr1,457,608
↑ 21,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 12 | HCLTECH
3%₹1,007 Cr7,637,343
↓ -269,000

7. SBI Bluechip Fund

(Erstwhile SBI Blue Chip Fund)

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

SBI Bluechip Fund is a Equity - Large Cap fund was launched on 14 Feb 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.9% since its launch.  Ranked 9 in Large Cap category.  Return for 2021 was 26.1% , 2020 was 16.3% and 2019 was 11.6% .

Below is the key information for SBI Bluechip Fund

SBI Bluechip Fund
Growth
Launch Date 14 Feb 06
NAV (25 Jan 22) ₹60.0053 ↑ 0.50   (0.83 %)
Net Assets (Cr) ₹31,774 on 31 Dec 21
Category Equity - Large Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio 1.62
Information Ratio -0.02
Alpha Ratio -0.03
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 Dec 16₹10,000
31 Dec 17₹13,023
31 Dec 18₹12,488
31 Dec 19₹13,941
31 Dec 20₹16,219
31 Dec 21₹20,449

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 ₹426,080.
Net Profit of ₹126,080
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 25 Jan 22

DurationReturns
1 Month 0.8%
3 Month -4.3%
6 Month 6.8%
1 Year 22.2%
3 Year 18.3%
5 Year 13.8%
10 Year
15 Year
Since launch 11.9%
Historical performance (Yearly) on absolute basis
YearReturns
2021 26.1%
2020 16.3%
2019 11.6%
2018 -4.1%
2017 30.2%
2016 4.8%
2015 8%
2014 47.9%
2013 7.6%
2012 38.2%
Fund Manager information for SBI Bluechip Fund
NameSinceTenure
Sohini Andani1 Sep 1011.34 Yr.

Data below for SBI Bluechip Fund as on 31 Dec 21

Equity Sector Allocation
SectorValue
Financial Services30.85%
Consumer Cyclical14.17%
Technology12.46%
Industrials8.85%
Health Care7.34%
Energy6.68%
Basic Materials6.58%
Consumer Defensive5.2%
Real Estate2.89%
Communication Services2.24%
Utility0.16%
Asset Allocation
Asset ClassValue
Cash2.19%
Equity97.81%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
8%₹2,596 Cr17,550,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | ICICIBANK
7%₹2,253 Cr30,443,104
Infosys Ltd (Technology)
Equity, Since 30 Nov 17 | INFY
6%₹2,045 Cr10,835,178
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH
5%₹1,471 Cr11,148,030
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 09 | LT
5%₹1,434 Cr7,562,209
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 15 | RELIANCE
4%₹1,378 Cr5,820,915
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 15 | HDFC
4%₹1,203 Cr4,650,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
3%₹1,029 Cr2,200,000
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
3%₹1,022 Cr46,874,904
State Bank of India (Financial Services)
Equity, Since 28 Feb 14 | SBIN
3%₹845 Cr18,349,243

8. LIC MF Large Cap Fund

(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 CAGR/Annualized return of 10.8% since its launch.  Ranked 66 in Large Cap category.  Return for 2021 was 23.8% , 2020 was 13.8% and 2019 was 15% .

Below is the key information for LIC MF Large Cap Fund

LIC MF Large Cap Fund
Growth
Launch Date 3 Feb 99
NAV (25 Jan 22) ₹40.5588 ↑ 0.35   (0.88 %)
Net Assets (Cr) ₹643 on 31 Dec 21
Category Equity - Large Cap
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.27
Sharpe Ratio 1.52
Information Ratio -0.09
Alpha Ratio -0.77
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 16₹10,000
31 Dec 17₹12,677
31 Dec 18₹12,768
31 Dec 19₹14,681
31 Dec 20₹16,708
31 Dec 21₹20,679

LIC MF 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 ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for LIC MF 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 25 Jan 22

DurationReturns
1 Month 0.7%
3 Month -4.1%
6 Month 9.1%
1 Year 21.2%
3 Year 17.9%
5 Year 13.9%
10 Year
15 Year
Since launch 10.8%
Historical performance (Yearly) on absolute basis
YearReturns
2021 23.8%
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%
Fund Manager information for LIC MF Large Cap Fund
NameSinceTenure
Yogesh Patil18 Sep 201.29 Yr.

Data below for LIC MF Large Cap Fund as on 31 Dec 21

Equity Sector Allocation
SectorValue
Financial Services35.7%
Technology17.26%
Consumer Defensive11.36%
Consumer Cyclical7.93%
Basic Materials7.65%
Health Care5.98%
Energy4.94%
Industrials2.92%
Communication Services2.51%
Utility0.96%
Asset Allocation
Asset ClassValue
Cash2.8%
Equity97.2%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Dec 09 | INFY
9%₹59 Cr314,287
↓ -10,030
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | ICICIBANK
8%₹51 Cr683,444
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK
7%₹43 Cr293,882
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jan 18 | 540376
6%₹36 Cr76,927
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
5%₹34 Cr91,222
↓ -3,407
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 18 | RELIANCE
5%₹32 Cr133,970
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Apr 18 | 500034
4%₹28 Cr39,825
↓ -9,039
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Aug 20 | 532978
3%₹21 Cr12,910
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 20 | HDFC
3%₹20 Cr78,548
↑ 11,690
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | 532215
3%₹19 Cr282,868
↑ 45,467

9. 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 2021 was 32.7% , 2020 was 8.3% and 2019 was 12.1% .

Below is the key information for TATA Large Cap Fund

TATA Large Cap Fund
Growth
Launch Date 7 May 98
NAV (25 Jan 22) ₹331.277 ↑ 3.69   (1.13 %)
Net Assets (Cr) ₹1,116 on 31 Dec 21
Category Equity - Large Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.41
Sharpe Ratio 2.06
Information Ratio -0.18
Alpha Ratio 6.22
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 16₹10,000
31 Dec 17₹12,954
31 Dec 18₹12,481
31 Dec 19₹13,992
31 Dec 20₹15,158
31 Dec 21₹20,111

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 ₹426,080.
Net Profit of ₹126,080
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 25 Jan 22

DurationReturns
1 Month 1.7%
3 Month -4%
6 Month 8.8%
1 Year 28.9%
3 Year 17.6%
5 Year 13.8%
10 Year
15 Year
Since launch 19.8%
Historical performance (Yearly) on absolute basis
YearReturns
2021 32.7%
2020 8.3%
2019 12.1%
2018 -3.6%
2017 29.5%
2016 2.9%
2015 1.3%
2014 36%
2013 8%
2012 28.5%
Fund Manager information for TATA Large Cap Fund
NameSinceTenure
Amey Sathe30 Jun 210.51 Yr.
Venkat Samala26 Nov 201.1 Yr.

Data below for TATA Large Cap Fund as on 31 Dec 21

Equity Sector Allocation
SectorValue
Financial Services33.96%
Technology16.87%
Industrials9.91%
Health Care7.53%
Basic Materials7.36%
Energy6.41%
Consumer Defensive6.27%
Utility3.77%
Communication Services3.37%
Consumer Cyclical1.11%
Real Estate0.94%
Asset Allocation
Asset ClassValue
Cash1.83%
Equity98.15%
Other0.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 11 | ICICIBANK
9%₹99 Cr1,340,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY
8%₹85 Cr449,500
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
7%₹74 Cr503,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
6%₹72 Cr302,000
State Bank of India (Financial Services)
Equity, Since 30 Apr 14 | SBIN
6%₹62 Cr1,349,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 18 | TCS
4%₹47 Cr125,000
↑ 14,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532215
4%₹40 Cr590,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
3%₹38 Cr199,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL
3%₹38 Cr550,000
Wipro Ltd (Technology)
Equity, Since 30 Sep 20 | 507685
3%₹29 Cr400,000

10. IDFC Large Cap Fund

(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 CAGR/Annualized return of 10.8% since its launch.  Ranked 57 in Large Cap category.  Return for 2021 was 26.8% , 2020 was 17.4% and 2019 was 10.6% .

Below is the key information for IDFC Large Cap Fund

IDFC Large Cap Fund
Growth
Launch Date 9 Jun 06
NAV (25 Jan 22) ₹49.97 ↑ 0.59   (1.19 %)
Net Assets (Cr) ₹980 on 31 Dec 21
Category Equity - Large Cap
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.54
Sharpe Ratio 1.98
Information Ratio 0.03
Alpha Ratio 3.81
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.

DateValue
31 Dec 16₹10,000
31 Dec 17₹13,416
31 Dec 18₹12,849
31 Dec 19₹14,210
31 Dec 20₹16,684
31 Dec 21₹21,148

IDFC 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 ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for IDFC 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 25 Jan 22

DurationReturns
1 Month 1.1%
3 Month -3%
6 Month 10%
1 Year 21.7%
3 Year 17.6%
5 Year 14.7%
10 Year
15 Year
Since launch 10.8%
Historical performance (Yearly) on absolute basis
YearReturns
2021 26.8%
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%
Fund Manager information for IDFC Large Cap Fund
NameSinceTenure
Arpit Kapoor1 Mar 174.84 Yr.
Sumit Agrawal1 Mar 174.84 Yr.

Data below for IDFC Large Cap Fund as on 31 Dec 21

Equity Sector Allocation
SectorValue
Financial Services36.55%
Technology20.64%
Consumer Cyclical10.34%
Basic Materials8.28%
Consumer Defensive6.11%
Energy5.51%
Health Care5.03%
Industrials4.9%
Communication Services0.95%
Asset Allocation
Asset ClassValue
Cash1.69%
Equity98.31%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
9%₹84 Cr1,135,949
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 07 | HDFCBANK
7%₹73 Cr493,424
Infosys Ltd (Technology)
Equity, Since 31 Aug 11 | INFY
7%₹73 Cr385,841
State Bank of India (Financial Services)
Equity, Since 30 Sep 20 | SBIN
7%₹70 Cr1,527,666
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE
6%₹54 Cr227,948
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 19 | HDFC
4%₹42 Cr162,787
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
4%₹39 Cr103,005
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | 500034
4%₹35 Cr50,559
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 532215
3%₹28 Cr417,013
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 17 | 500696
3%₹26 Cr110,263
↑ 4,105

11. 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 19.9% since its launch.  Ranked 14 in Large Cap category.  Return for 2021 was 27.9% , 2020 was 14.2% and 2019 was 7.6% .

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 (25 Jan 22) ₹337.72 ↑ 3.35   (1.00 %)
Net Assets (Cr) ₹21,841 on 31 Dec 21
Category Equity - Large Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 1.87
Information Ratio -0.66
Alpha Ratio 3.19
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 Dec 16₹10,000
31 Dec 17₹13,058
31 Dec 18₹12,678
31 Dec 19₹13,647
31 Dec 20₹15,588
31 Dec 21₹19,938

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 ₹426,080.
Net Profit of ₹126,080
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 25 Jan 22

DurationReturns
1 Month 1.5%
3 Month -4.4%
6 Month 8.5%
1 Year 24.5%
3 Year 17%
5 Year 13.4%
10 Year
15 Year
Since launch 19.9%
Historical performance (Yearly) on absolute basis
YearReturns
2021 27.9%
2020 14.2%
2019 7.6%
2018 -2.9%
2017 30.6%
2016 7.4%
2015 1.1%
2014 44.7%
2013 9.3%
2012 36.1%
Fund Manager information for Aditya Birla Sun Life Frontline Equity Fund
NameSinceTenure
Mahesh Patil17 Nov 0516.13 Yr.

Data below for Aditya Birla Sun Life Frontline Equity Fund as on 31 Dec 21

Equity Sector Allocation
SectorValue
Financial Services34.57%
Technology16.37%
Consumer Cyclical8.41%
Energy7.24%
Consumer Defensive6.58%
Basic Materials6.45%
Communication Services5.29%
Health Care5.27%
Industrials4.78%
Utility1.39%
Real Estate0.87%
Asset Allocation
Asset ClassValue
Cash2.35%
Equity97.65%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹2,051 Cr27,705,769
↑ 220,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
9%₹1,861 Cr9,856,063
↓ -200,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
7%₹1,550 Cr10,476,995
↓ -100,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
5%₹1,043 Cr4,405,850
↑ 225,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 08 | LT
4%₹944 Cr4,976,549
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
4%₹876 Cr12,808,760
↓ -270,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | 532215
3%₹719 Cr10,590,453
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 12 | HCLTECH
3%₹672 Cr5,091,687
↑ 316,262
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
3%₹625 Cr13,571,440
Tech Mahindra Ltd (Technology)
Equity, Since 31 Jul 13 | 532755
3%₹610 Cr3,406,904
↓ -270,291

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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