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11 Best performing Large Cap Mutual Funds in India for 2021

Fincash » Mutual Funds » Best Large Cap Funds

11 Best Large Cap Equity Funds 2021

Updated on January 17, 2021 , 56984 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 2021.

How to Select Large Cap Funds?

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

Quantitative Factors

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

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Qualitative Factors

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

Top 11 Best Performing Large Cap Mutual Funds FY 21 - 22

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
Axis Bluechip Fund Growth ₹38.88
↑ 0.66
₹22,51721.330.3191516.919.7
Canara Robeco Bluechip Equity Fund Growth ₹34.45
↑ 0.51
₹1,36421.130.723.714.216.623.1
BNP Paribas Large Cap Fund Growth ₹117.58
↑ 1.67
₹1,0512128.517.79.913.716.8
Kotak Bluechip Fund Growth ₹305.448
↑ 4.30
₹2,06720.931.718.59.714.116.4
SBI Bluechip Fund Growth ₹50.3164
↑ 0.84
₹25,9252635.719.18.413.516.3
IDFC Large Cap Fund Growth ₹41.57
↑ 0.57
₹65118.629.719.68.314.417.4
L&T India Large Cap Fund Growth ₹33.777
↑ 0.47
₹61620.430.113.98.212.713.1
ICICI Prudential Bluechip Fund Growth ₹52.74
↑ 0.77
₹26,54124.332.116.78.214.613.5
Aditya Birla Sun Life Frontline Equity Fund Growth ₹276.69
↑ 4.45
₹19,5752433.716.96.913.114.2
DSP BlackRock TOP 100 Equity Growth ₹251.297
↑ 3.55
₹2,67721.330.19.46.812.17.5
TATA Large Cap Fund Growth ₹263.086
↑ 4.50
₹83622.531.112.76.311.98.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Jan 21

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

1. 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 13.1% since its launch.  Ranked 58 in Large Cap category.  Return for 2020 was 19.7% , 2019 was 18.6% and 2018 was 6.5% .

Below is the key information for Axis Bluechip Fund

Axis Bluechip Fund
Growth
Launch Date 5 Jan 10
NAV (19 Jan 21) ₹38.88 ↑ 0.66   (1.73 %)
Net Assets (Cr) ₹22,517 on 31 Dec 20
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 0.65
Information Ratio 0.44
Alpha Ratio 4.84
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 15₹10,000
31 Dec 16₹9,638
31 Dec 17₹13,304
31 Dec 18₹14,174
31 Dec 19₹16,807
31 Dec 20₹20,121

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 ₹458,689.
Net Profit of ₹158,689
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 19 Jan 21

DurationReturns
1 Month 3.5%
3 Month 21.3%
6 Month 30.3%
1 Year 19%
3 Year 15%
5 Year 16.9%
10 Year
15 Year
Since launch 13.1%
Historical performance (Yearly) on absolute basis
YearReturns
2020 19.7%
2019 18.6%
2018 6.5%
2017 38%
2016 -3.6%
2015 -1.2%
2014 40.8%
2013 13.5%
2012 31.7%
2011 -22.6%
Fund Manager information for Axis Bluechip Fund
NameSinceTenure
Shreyash Devalkar23 Nov 164.11 Yr.
Hitesh Das2 Nov 200.16 Yr.

Data below for Axis Bluechip Fund as on 31 Dec 20

Equity Sector Allocation
SectorValue
Financial Services40.21%
Technology16.68%
Consumer Defensive11.99%
Health Care7.58%
Basic Materials7.5%
Energy5.58%
Consumer Cyclical5.53%
Communication Services2.72%
Asset Allocation
Asset ClassValue
Cash1.53%
Equity98.47%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
10%₹2,190 Cr15,250,000
↓ -300,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 500034
10%₹2,160 Cr4,080,000
↓ -250,000
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
9%₹2,006 Cr15,970,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK
8%₹1,694 Cr8,486,800
↑ 296,800
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
6%₹1,426 Cr4,980,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
6%₹1,366 Cr25,527,875
↑ 2,592,875
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE
6%₹1,255 Cr6,323,520
↑ 283,520
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
5%₹1,230 Cr4,450,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFC
5%₹1,068 Cr4,173,200
↑ 1,593,200
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 19 | MARUTI
3%₹736 Cr961,500
↑ 149,500

2. Canara Robeco Bluechip Equity Fund

(Erstwhile Canara Robeco Large Cap+ Fund)

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

Canara Robeco Bluechip Equity Fund is a Equity - Large Cap fund was launched on 20 Aug 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.6% since its launch.  Ranked 52 in Large Cap category.  Return for 2020 was 23.1% , 2019 was 15.7% and 2018 was 3.4% .

Below is the key information for Canara Robeco Bluechip Equity Fund

Canara Robeco Bluechip Equity Fund
Growth
Launch Date 20 Aug 10
NAV (19 Jan 21) ₹34.45 ↑ 0.51   (1.50 %)
Net Assets (Cr) ₹1,364 on 31 Dec 20
Category Equity - Large Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.56
Sharpe Ratio 0.71
Information Ratio 0.89
Alpha Ratio 6.32
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 15₹10,000
31 Dec 16₹10,189
31 Dec 17₹13,384
31 Dec 18₹13,838
31 Dec 19₹16,008
31 Dec 20₹19,699

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 ₹458,689.
Net Profit of ₹158,689
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 19 Jan 21

DurationReturns
1 Month 5.1%
3 Month 21.1%
6 Month 30.7%
1 Year 23.7%
3 Year 14.2%
5 Year 16.6%
10 Year
15 Year
Since launch 12.6%
Historical performance (Yearly) on absolute basis
YearReturns
2020 23.1%
2019 15.7%
2018 3.4%
2017 31.4%
2016 1.9%
2015 -0.5%
2014 35.9%
2013 5%
2012 28.4%
2011 -12.8%
Fund Manager information for Canara Robeco Bluechip Equity Fund
NameSinceTenure
Shridatta Bhandwaldar12 Jul 164.48 Yr.
Sanjay Bembalkar1 Oct 191.25 Yr.

Data below for Canara Robeco Bluechip Equity Fund as on 31 Dec 20

Equity Sector Allocation
SectorValue
Financial Services33.22%
Technology16.31%
Consumer Cyclical9.08%
Consumer Defensive8.22%
Energy7.64%
Health Care6.8%
Basic Materials5.95%
Industrials4.15%
Communication Services3.11%
Utility1.8%
Asset Allocation
Asset ClassValue
Cash3.71%
Equity96.29%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | HDFCBANK
9%₹118 Cr819,700
↑ 95,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 10 | INFY
8%₹111 Cr884,142
↑ 120,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
7%₹100 Cr1,870,600
↑ 150,000
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 17 | RELIANCE
7%₹94 Cr472,250
↑ 61,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFC
5%₹65 Cr253,450
↑ 15,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
4%₹49 Cr172,050
HCL Technologies Ltd (Technology)
Equity, Since 31 Jul 20 | HCLTECH
4%₹48 Cr507,000
↑ 60,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | 500034
3%₹43 Cr80,934
↓ -3,266
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
3%₹43 Cr689,200
↑ 180,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
3%₹42 Cr833,316
↑ 225,000

3. 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 16.3% since its launch.  Ranked 38 in Large Cap category.  Return for 2020 was 16.8% , 2019 was 17.2% and 2018 was -4% .

Below is the key information for BNP Paribas Large Cap Fund

BNP Paribas Large Cap Fund
Growth
Launch Date 23 Sep 04
NAV (19 Jan 21) ₹117.58 ↑ 1.67   (1.44 %)
Net Assets (Cr) ₹1,051 on 31 Dec 20
Category Equity - Large Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.35
Sharpe Ratio 0.54
Information Ratio -0.32
Alpha Ratio 1.68
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 15₹10,000
31 Dec 16₹9,450
31 Dec 17₹12,951
31 Dec 18₹12,438
31 Dec 19₹14,575
31 Dec 20₹17,029

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 ₹426,080.
Net Profit of ₹126,080
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 19 Jan 21

DurationReturns
1 Month 5.5%
3 Month 21%
6 Month 28.5%
1 Year 17.7%
3 Year 9.9%
5 Year 13.7%
10 Year
15 Year
Since launch 16.3%
Historical performance (Yearly) on absolute basis
YearReturns
2020 16.8%
2019 17.2%
2018 -4%
2017 37%
2016 -5.5%
2015 5.6%
2014 47.4%
2013 8.7%
2012 30.5%
2011 -17.8%
Fund Manager information for BNP Paribas Large Cap Fund
NameSinceTenure
Abhijeet Dey16 Nov 164.13 Yr.
Karthikraj Lakshmanan7 Oct 164.24 Yr.

Data below for BNP Paribas Large Cap Fund as on 31 Dec 20

Equity Sector Allocation
SectorValue
Financial Services35.92%
Technology17.43%
Consumer Defensive13.09%
Basic Materials7.61%
Energy5.61%
Health Care5.3%
Consumer Cyclical4.33%
Communication Services4.12%
Industrials3.37%
Utility1.68%
Asset Allocation
Asset ClassValue
Cash1.52%
Equity98.48%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
9%₹91 Cr635,000
↓ -50,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | ICICIBANK
9%₹89 Cr1,670,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY
8%₹85 Cr680,000
↓ -60,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 17 | RELIANCE
6%₹59 Cr297,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | KOTAKBANK
5%₹55 Cr275,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 29 Feb 08 | BHARTIARTL
4%₹43 Cr850,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Oct 18 | 540376
4%₹43 Cr155,525
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 18 | TCS
4%₹37 Cr130,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Dec 13 | ULTRACEMCO
3%₹34 Cr64,000
↑ 14,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | 500696
3%₹30 Cr125,000

4. 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 2020 was 16.4% , 2019 was 14.2% and 2018 was -2.1% .

Below is the key information for Kotak Bluechip Fund

Kotak Bluechip Fund
Growth
Launch Date 29 Dec 98
NAV (19 Jan 21) ₹305.448 ↑ 4.30   (1.43 %)
Net Assets (Cr) ₹2,067 on 31 Dec 20
Category Equity - Large Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 0.5
Information Ratio -0.68
Alpha Ratio 0.61
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 15₹10,000
31 Dec 16₹10,293
31 Dec 17₹13,297
31 Dec 18₹13,017
31 Dec 19₹14,864
31 Dec 20₹17,298

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 ₹436,710.
Net Profit of ₹136,710
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 19 Jan 21

DurationReturns
1 Month 6.1%
3 Month 20.9%
6 Month 31.7%
1 Year 18.5%
3 Year 9.7%
5 Year 14.1%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2020 16.4%
2019 14.2%
2018 -2.1%
2017 29.2%
2016 2.9%
2015 3.8%
2014 42.5%
2013 4.3%
2012 23.4%
2011 -18.5%
Fund Manager information for Kotak Bluechip Fund
NameSinceTenure
Harish Krishnan1 Jan 147 Yr.

Data below for Kotak Bluechip Fund as on 31 Dec 20

Equity Sector Allocation
SectorValue
Financial Services32.08%
Technology16.7%
Consumer Defensive10.08%
Energy9.09%
Consumer Cyclical8.9%
Industrials6.29%
Basic Materials5.55%
Health Care3.63%
Utility2.48%
Communication Services2.22%
Real Estate1.3%
Asset Allocation
Asset ClassValue
Cash1.16%
Equity98.84%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
8%₹167 Cr1,160,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 04 | INFY
8%₹166 Cr1,325,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE
8%₹161 Cr810,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
8%₹155 Cr2,900,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 17 | TCS
6%₹126 Cr439,596
↓ -5,404
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 19 | 500696
5%₹98 Cr410,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 17 | HDFC
3%₹67 Cr260,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK
3%₹66 Cr330,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 12 | LT
3%₹61 Cr470,000
↓ -55,000
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 13 | 532215
3%₹53 Cr850,000

5. SBI Bluechip Fund

(Erstwhile SBI Blue Chip Fund)

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

SBI Bluechip Fund is a Equity - Large Cap fund was launched on 14 Feb 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.4% since its launch.  Ranked 9 in Large Cap category.  Return for 2020 was 16.3% , 2019 was 11.6% and 2018 was -4.1% .

Below is the key information for SBI Bluechip Fund

SBI Bluechip Fund
Growth
Launch Date 14 Feb 06
NAV (19 Jan 21) ₹50.3164 ↑ 0.84   (1.71 %)
Net Assets (Cr) ₹25,925 on 31 Dec 20
Category Equity - Large Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 0.49
Information Ratio -0.58
Alpha Ratio -0.38
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 15₹10,000
31 Dec 16₹10,483
31 Dec 17₹13,652
31 Dec 18₹13,091
31 Dec 19₹14,614
31 Dec 20₹17,002

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 19 Jan 21

DurationReturns
1 Month 5.6%
3 Month 26%
6 Month 35.7%
1 Year 19.1%
3 Year 8.4%
5 Year 13.5%
10 Year
15 Year
Since launch 11.4%
Historical performance (Yearly) on absolute basis
YearReturns
2020 16.3%
2019 11.6%
2018 -4.1%
2017 30.2%
2016 4.8%
2015 8%
2014 47.9%
2013 7.6%
2012 38.2%
2011 -24.2%
Fund Manager information for SBI Bluechip Fund
NameSinceTenure
Sohini Andani1 Sep 1010.34 Yr.

Data below for SBI Bluechip Fund as on 31 Dec 20

Equity Sector Allocation
SectorValue
Financial Services36.52%
Consumer Cyclical11.35%
Technology10.65%
Industrials7.64%
Health Care7.45%
Energy6.38%
Basic Materials6.11%
Consumer Defensive6.04%
Real Estate3.1%
Communication Services1.97%
Utility0.3%
Asset Allocation
Asset ClassValue
Cash0.82%
Equity99.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
10%₹2,593 Cr18,050,000
↓ -1,412,739
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | ICICIBANK
6%₹1,629 Cr30,443,104
↓ -500,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 17 | INFY
5%₹1,298 Cr10,335,178
↑ 500,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH
5%₹1,244 Cr13,148,030
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 15 | HDFC
4%₹1,023 Cr4,000,000
↓ -382,989
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 09 | LT
4%₹974 Cr7,562,209
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
4%₹971 Cr2,528,298
↓ -265,228
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
4%₹959 Cr45,874,904
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 15 | RELIANCE
4%₹931 Cr4,690,981
Shree Cement Ltd (Basic Materials)
Equity, Since 31 Dec 17 | 500387
3%₹719 Cr299,413

6. 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 10.2% since its launch.  Ranked 57 in Large Cap category.  Return for 2020 was 17.4% , 2019 was 10.6% and 2018 was -4.2% .

Below is the key information for IDFC Large Cap Fund

IDFC Large Cap Fund
Growth
Launch Date 9 Jun 06
NAV (19 Jan 21) ₹41.57 ↑ 0.57   (1.39 %)
Net Assets (Cr) ₹651 on 31 Dec 20
Category Equity - Large Cap
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.53
Sharpe Ratio 0.54
Information Ratio -0.53
Alpha Ratio 1.51
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 15₹10,000
31 Dec 16₹10,528
31 Dec 17₹14,125
31 Dec 18₹13,528
31 Dec 19₹14,961
31 Dec 20₹17,566

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 19 Jan 21

DurationReturns
1 Month 6.2%
3 Month 18.6%
6 Month 29.7%
1 Year 19.6%
3 Year 8.3%
5 Year 14.4%
10 Year
15 Year
Since launch 10.2%
Historical performance (Yearly) on absolute basis
YearReturns
2020 17.4%
2019 10.6%
2018 -4.2%
2017 34.2%
2016 5.3%
2015 -5.7%
2014 30.4%
2013 8%
2012 27.4%
2011 -23.3%
Fund Manager information for IDFC Large Cap Fund
NameSinceTenure
Arpit Kapoor1 Mar 173.84 Yr.
Sumit Agrawal1 Mar 173.84 Yr.

Data below for IDFC Large Cap Fund as on 31 Dec 20

Equity Sector Allocation
SectorValue
Financial Services30.82%
Technology19.69%
Consumer Defensive11.71%
Energy8.46%
Consumer Cyclical7.99%
Communication Services7.22%
Health Care6.11%
Basic Materials5.75%
Industrials2.4%
Asset Allocation
Asset ClassValue
Equity100.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 07 | HDFCBANK
9%₹56 Cr390,992
↑ 112,089
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE
8%₹55 Cr277,662
Infosys Ltd (Technology)
Equity, Since 31 Aug 11 | INFY
8%₹55 Cr434,505
↑ 29,891
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL
7%₹47 Cr923,088
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 19 | HDFC
7%₹44 Cr172,559
↑ 63,225
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
6%₹40 Cr744,036
↑ 182,844
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
5%₹34 Cr120,278
↑ 2,621
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 17 | 500696
3%₹20 Cr83,849
↑ 6,654
State Bank of India (Financial Services)
Equity, Since 30 Sep 20 | SBIN
3%₹20 Cr714,494
↑ 426,457
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 532215
3%₹19 Cr312,647
↑ 312,647

7. 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 9.6% since its launch.  Ranked 56 in Large Cap category.  Return for 2020 was 13.1% , 2019 was 13.2% and 2018 was -2% .

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 (19 Jan 21) ₹33.777 ↑ 0.47   (1.41 %)
Net Assets (Cr) ₹616 on 31 Dec 20
Category Equity - Large Cap
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.61
Sharpe Ratio 0.41
Information Ratio -0.72
Alpha Ratio -2.87
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 15₹10,000
31 Dec 16₹10,083
31 Dec 17₹13,059
31 Dec 18₹12,804
31 Dec 19₹14,500
31 Dec 20₹16,394

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 ₹415,684.
Net Profit of ₹115,684
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 19 Jan 21

DurationReturns
1 Month 5.1%
3 Month 20.4%
6 Month 30.1%
1 Year 13.9%
3 Year 8.2%
5 Year 12.7%
10 Year
15 Year
Since launch 9.6%
Historical performance (Yearly) on absolute basis
YearReturns
2020 13.1%
2019 13.2%
2018 -2%
2017 29.5%
2016 0.8%
2015 -0.2%
2014 44.6%
2013 7.4%
2012 23.6%
2011 -21.2%
Fund Manager information for L&T India Large Cap Fund
NameSinceTenure
Venugopal Manghat24 Nov 128.11 Yr.
Vihang Naik17 Dec 191.04 Yr.
Alok Ranjan1 Oct 191.25 Yr.

Data below for L&T India Large Cap Fund as on 31 Dec 20

Equity Sector Allocation
SectorValue
Financial Services31.95%
Technology15.42%
Basic Materials10.92%
Consumer Defensive8.87%
Health Care8.85%
Consumer Cyclical8.59%
Energy6.65%
Industrials3.15%
Communication Services2.95%
Real Estate2.31%
Asset Allocation
Asset ClassValue
Cash0.29%
Equity99.67%
Debt0%
Other0.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
9%₹56 Cr390,600
↓ -16,900
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK
9%₹53 Cr989,600
↓ -11,800
Infosys Ltd (Technology)
Equity, Since 31 Dec 08 | INFY
8%₹49 Cr387,500
↑ 15,900
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 15 | RELIANCE
6%₹37 Cr184,900
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFC
4%₹22 Cr87,300
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 17 | HCLTECH
3%₹21 Cr218,300
State Bank of India (Financial Services)
Equity, Since 31 May 14 | SBIN
3%₹19 Cr704,800
↑ 130,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 09 | TCS
3%₹19 Cr67,200
↓ -22,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 20 | M&M
3%₹19 Cr257,200
↓ -29,800
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 17 | BHARTIARTL
3%₹18 Cr357,000

8. ICICI Prudential Bluechip Fund

(Erstwhile ICICI Prudential Focused Bluechip Equity Fund)

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

ICICI Prudential Bluechip Fund is a Equity - Large Cap fund was launched on 23 May 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14% since its launch.  Ranked 21 in Large Cap category.  Return for 2020 was 13.5% , 2019 was 9.8% and 2018 was -0.8% .

Below is the key information for ICICI Prudential Bluechip Fund

ICICI Prudential Bluechip Fund
Growth
Launch Date 23 May 08
NAV (19 Jan 21) ₹52.74 ↑ 0.77   (1.48 %)
Net Assets (Cr) ₹26,541 on 31 Dec 20
Category Equity - Large Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.79
Sharpe Ratio 0.42
Information Ratio -0.79
Alpha Ratio -2.1
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 15₹10,000
31 Dec 16₹10,774
31 Dec 17₹14,302
31 Dec 18₹14,186
31 Dec 19₹15,572
31 Dec 20₹17,672

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 ₹436,710.
Net Profit of ₹136,710
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 19 Jan 21

DurationReturns
1 Month 6.2%
3 Month 24.3%
6 Month 32.1%
1 Year 16.7%
3 Year 8.2%
5 Year 14.6%
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
2020 13.5%
2019 9.8%
2018 -0.8%
2017 32.7%
2016 7.7%
2015 -0.2%
2014 41.1%
2013 10.2%
2012 26.8%
2011 -16.4%
Fund Manager information for ICICI Prudential Bluechip Fund
NameSinceTenure
Rajat Chandak14 Jul 173.47 Yr.
Priyanka Khandelwal15 Jun 173.55 Yr.
Anish Tawakley5 Sep 182.32 Yr.

Data below for ICICI Prudential Bluechip Fund as on 31 Dec 20

Equity Sector Allocation
SectorValue
Financial Services33.26%
Technology13.45%
Energy9.01%
Consumer Cyclical8.79%
Consumer Defensive7.95%
Basic Materials6.06%
Communication Services5.52%
Industrials5.32%
Utility3.72%
Health Care3.39%
Asset Allocation
Asset ClassValue
Cash4.77%
Equity95.16%
Debt0.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
9%₹2,330 Cr16,222,128
↓ -692,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
8%₹2,188 Cr17,425,119
↓ -451,680
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK
8%₹2,130 Cr39,807,132
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 08 | RELIANCE
6%₹1,600 Cr8,058,560
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | BHARTIARTL
5%₹1,356 Cr26,602,857
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
5%₹1,350 Cr21,763,934
↑ 217,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Dec 16 | HDFC
5%₹1,220 Cr4,767,521
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 12 | LT
3%₹924 Cr7,178,983
↑ 1,025,708
ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 08 | ITC
3%₹714 Cr34,145,537
↓ -773,947
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
3%₹686 Cr2,481,642

9. 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 19.8% since its launch.  Ranked 14 in Large Cap category.  Return for 2020 was 14.2% , 2019 was 7.6% and 2018 was -2.9% .

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 (19 Jan 21) ₹276.69 ↑ 4.45   (1.63 %)
Net Assets (Cr) ₹19,575 on 31 Dec 20
Category Equity - Large Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 0.43
Information Ratio -1.52
Alpha Ratio -1.6
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 15₹10,000
31 Dec 16₹10,743
31 Dec 17₹14,027
31 Dec 18₹13,620
31 Dec 19₹14,661
31 Dec 20₹16,746

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 19 Jan 21

DurationReturns
1 Month 5.8%
3 Month 24%
6 Month 33.7%
1 Year 16.9%
3 Year 6.9%
5 Year 13.1%
10 Year
15 Year
Since launch 19.8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2011 -22.9%
Fund Manager information for Aditya Birla Sun Life Frontline Equity Fund
NameSinceTenure
Mahesh Patil17 Nov 0515.13 Yr.

Data below for Aditya Birla Sun Life Frontline Equity Fund as on 31 Dec 20

Equity Sector Allocation
SectorValue
Financial Services35.32%
Technology14%
Energy8.5%
Consumer Defensive8.29%
Basic Materials7.57%
Health Care7.15%
Consumer Cyclical6.63%
Communication Services4.7%
Industrials2.79%
Utility2.05%
Real Estate0.93%
Asset Allocation
Asset ClassValue
Cash1.58%
Equity98.42%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹1,687 Cr31,531,535
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
9%₹1,667 Cr13,276,215
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
8%₹1,596 Cr11,109,827
↓ -145,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
5%₹1,000 Cr5,037,812
↓ -700,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
5%₹918 Cr18,011,382
↑ 61,083
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 08 | HDFC
3%₹652 Cr2,550,000
↓ -307,750
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | 532215
3%₹543 Cr8,756,147
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 12 | HCLTECH
3%₹529 Cr5,586,488
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Jun 15 | 500696
3%₹506 Cr2,111,899
↓ -150,000
Cipla Ltd (Healthcare)
Equity, Since 30 Nov 19 | 500087
3%₹491 Cr5,989,969
↑ 200,000

10. DSP BlackRock TOP 100 Equity

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 CAGR/Annualized return of 19.8% since its launch.  Ranked 60 in Large Cap category.  Return for 2020 was 7.5% , 2019 was 14.8% and 2018 was -2.7% .

Below is the key information for DSP BlackRock TOP 100 Equity

DSP BlackRock TOP 100 Equity
Growth
Launch Date 10 Mar 03
NAV (19 Jan 21) ₹251.297 ↑ 3.55   (1.43 %)
Net Assets (Cr) ₹2,677 on 31 Dec 20
Category Equity - Large Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.12
Sharpe Ratio 0.27
Information Ratio -0.64
Alpha Ratio -8.32
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.

DateValue
31 Dec 15₹10,000
31 Dec 16₹10,489
31 Dec 17₹13,266
31 Dec 18₹12,905
31 Dec 19₹14,821
31 Dec 20₹15,931

DSP BlackRock TOP 100 Equity SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for DSP BlackRock TOP 100 Equity

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jan 21

DurationReturns
1 Month 5.8%
3 Month 21.3%
6 Month 30.1%
1 Year 9.4%
3 Year 6.8%
5 Year 12.1%
10 Year
15 Year
Since launch 19.8%
Historical performance (Yearly) on absolute basis
YearReturns
2020 7.5%
2019 14.8%
2018 -2.7%
2017 26.5%
2016 4.9%
2015 -2.3%
2014 37.5%
2013 2.2%
2012 30.3%
2011 -19.8%
Fund Manager information for DSP BlackRock TOP 100 Equity
NameSinceTenure
Vinit Sambre1 Jun 200.58 Yr.
Jay Kothari14 Aug 182.38 Yr.
Resham Jain1 Jan 210 Yr.

Data below for DSP BlackRock TOP 100 Equity as on 31 Dec 20

Equity Sector Allocation
SectorValue
Financial Services29.02%
Technology18.83%
Basic Materials12%
Consumer Cyclical11.31%
Health Care8.54%
Consumer Defensive7.89%
Energy4%
Communication Services3.2%
Industrials2.12%
Asset Allocation
Asset ClassValue
Cash3.07%
Equity96.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | ICICIBANK
10%₹263 Cr4,910,108
↑ 609,489
Infosys Ltd (Technology)
Equity, Since 30 Sep 19 | INFY
8%₹210 Cr1,669,859
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jul 14 | ULTRACEMCO
6%₹171 Cr323,880
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
6%₹167 Cr1,163,292
↓ -721,985
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS
5%₹146 Cr509,617
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 14 | MARUTI
5%₹122 Cr159,901
Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Jul 17 | TITAN
4%₹117 Cr745,213
↑ 185,629
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 19 | HCLTECH
4%₹106 Cr1,119,313
↑ 148,541
Cipla Ltd (Healthcare)
Equity, Since 30 Jun 20 | 500087
4%₹102 Cr1,244,656
↑ 166,737
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
3%₹91 Cr171,411

11. TATA Large Cap Fund

To provide income distribution and / or medium to long term capital gains while at all times emphasising the importance of capital appreciation.

TATA Large Cap Fund is a Equity - Large Cap fund was launched on 7 May 98. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.6% since its launch.  Ranked 35 in Large Cap category.  Return for 2020 was 8.3% , 2019 was 12.1% and 2018 was -3.6% .

Below is the key information for TATA Large Cap Fund

TATA Large Cap Fund
Growth
Launch Date 7 May 98
NAV (19 Jan 21) ₹263.086 ↑ 4.50   (1.74 %)
Net Assets (Cr) ₹836 on 31 Dec 20
Category Equity - Large Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.15
Sharpe Ratio 0.28
Information Ratio -1.92
Alpha Ratio -7.56
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 Dec 15₹10,000
31 Dec 16₹10,290
31 Dec 17₹13,329
31 Dec 18₹12,843
31 Dec 19₹14,397
31 Dec 20₹15,597

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 ₹405,518.
Net Profit of ₹105,518
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 19 Jan 21

DurationReturns
1 Month 7.3%
3 Month 22.5%
6 Month 31.1%
1 Year 12.7%
3 Year 6.3%
5 Year 11.9%
10 Year
15 Year
Since launch 19.6%
Historical performance (Yearly) on absolute basis
YearReturns
2020 8.3%
2019 12.1%
2018 -3.6%
2017 29.5%
2016 2.9%
2015 1.3%
2014 36%
2013 8%
2012 28.5%
2011 -21.2%
Fund Manager information for TATA Large Cap Fund
NameSinceTenure
Rupesh Patel18 Jun 182.54 Yr.
Ennette Fernandes18 Jun 182.54 Yr.

Data below for TATA Large Cap Fund as on 31 Dec 20

Equity Sector Allocation
SectorValue
Financial Services35.79%
Technology14.92%
Energy12.14%
Health Care7.33%
Basic Materials7.09%
Communication Services4.88%
Industrials4.22%
Consumer Defensive4.18%
Consumer Cyclical3.02%
Utility2.17%
Asset Allocation
Asset ClassValue
Cash1.66%
Equity98.29%
Other0.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 11 | ICICIBANK
9%₹76 Cr1,420,000
↓ -60,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY
9%₹75 Cr600,000
↓ -55,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
9%₹75 Cr520,000
↓ -30,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
9%₹71 Cr360,000
↓ -30,000
State Bank of India (Financial Services)
Equity, Since 30 Apr 14 | SBIN
6%₹52 Cr1,905,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL
5%₹41 Cr800,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532215
4%₹35 Cr570,000
↓ -20,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 20 | M&M
3%₹25 Cr350,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 18 | TCS
3%₹24 Cr85,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | KOTAKBANK
3%₹24 Cr120,000
↓ -10,000

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:
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Surya Teja Divvela , posted on 17 Jan 20 11:39 PM

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