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11 Best Large Cap Equity Funds 2019 - 2020
Equity Investing or when one thinks of Mutual Funds, the first thought that comes to one's mind are Equity Funds. Within equity, one thinks of large-cap equity or diversified equity.
Large cap mutual funds are considered to be one of the safer investments in equities as they have good returns and are less volatile to market fluctuations compared to other equity funds i.e., mid and Small cap funds. Equity investing has its rewards as well as there are various risks in it too. Investors are keen to invest their monies in large-caps even though the share price of blue-chip companies is high.
Choosing the top large cap fund or best large cap mutual funds is an important task that needs to be given its due importance. Looking at various factors and by doing adequate research can one narrow down to a list of say top 10 best large cap mutual funds 2019 to finally choose from. We 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.
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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 while choosing a right fund. One needs to look at a number of quantitative as well as qualitative factors before deciding on which is the best large cap fund.
Quantitative Factors
The scheme or 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.
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 invest in.
Top 11 Best Performing Large Cap Mutual Funds 2019
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2018 (%) ICICI Prudential Bluechip Fund Growth ₹40.28
↓ -0.23 ₹19,458 3.4 1.4 -2.7 15.1 14.9 -0.8 Reliance Large Cap Fund Growth ₹33.0949
↓ -0.37 ₹11,410 6.5 4.8 -2.8 15.6 17.5 -0.2 Aditya Birla Sun Life Frontline Equity Fund Growth ₹215.76
↓ -0.50 ₹20,880 5 0.3 -4.2 13.4 15.1 -2.9 SBI Bluechip Fund Growth ₹36.9293
↓ -0.21 ₹20,287 5.2 -2.5 -5.9 11.8 15.7 -4.1 HDFC Top 100 Fund Growth ₹466.62
↓ -1.24 ₹14,961 5.3 6.5 -1.9 16.8 15.2 0.1 Kotak Bluechip Fund Growth ₹219.65
↓ -0.63 ₹1,346 4.2 -1.9 -4.4 12 14 -2.1 TATA Large Cap Fund Growth ₹206.624
↓ -0.67 ₹749 5.5 -0.2 -5.1 11.7 12.2 -3.6 BNP Paribas Large Cap Fund Growth ₹83.24
↓ -0.27 ₹795 5.3 -1.5 -5.5 10.9 14.5 -4 Franklin India Bluechip Fund Growth ₹446.074
↓ -3.33 ₹7,723 3.3 -0.3 -5.8 11.6 12.8 -3.6 Axis Bluechip Fund Growth ₹26.83
↑ 0.04 ₹3,295 6.3 -4.4 5.3 15.1 14.8 6.5 JM Large Cap Fund Growth ₹64.8505
↓ -0.01 ₹2,929 1.2 -0.4 -1.4 9.8 12.6 0.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19 500 Crore.
(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 (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 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 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 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 (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 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 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 (Erstwhile JM Equity Fund) The scheme seeks to provide optimum capital growth and appreciation. JM Large Cap Fund is a Equity - Large Cap fund was launched on 1 Apr 95. It is a fund with Moderately High risk and has given a Below is the key information for JM Large Cap Fund Returns up to 1 year are on 1. ICICI Prudential Bluechip Fund
CAGR/Annualized return of 14% 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 (18 Jan 19) ₹40.28 ↓ -0.23 (-0.57 %) Net Assets (Cr) ₹19,458 on 30 Nov 18 Category Equity - Large Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.3 Sharpe Ratio -0.09 Information Ratio 0.13 Alpha Ratio -2.96 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 Dec 13 ₹10,000 31 Dec 14 ₹14,110 31 Dec 15 ₹14,081 31 Dec 16 ₹15,170 31 Dec 17 ₹20,138 31 Dec 18 ₹19,975 Returns for ICICI Prudential Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jan 19 Duration Returns 1 Month -1% 3 Month 3.4% 6 Month 1.4% 1 Year -2.7% 3 Year 15.1% 5 Year 14.9% 10 Year 15 Year Since launch 14% 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 1.3 Yr. Anish Tawakley 5 Sep 18 0.16 Yr. Data below for ICICI Prudential Bluechip Fund as on 30 Nov 18
Equity Sector Allocation
Sector Value Financial Services 28.03% Consumer Cyclical 11.87% Basic Materials 8.43% Energy 8.27% Technology 7.67% Consumer Defensive 6.76% Utility 6.68% Industrials 4.89% Communication Services 3.99% Health Care 2.96% Asset Allocation
Asset Class Value Cash 4.83% Equity 95.17% Top Securities Holdings / Portfolio
Name Holding Value Quantity Treps
CBLO/Reverse Repo | -8% ₹1,530 Cr Net Current Assets
Net Current Assets | -7% -₹1,432 Cr ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK6% ₹1,225 Cr 34,000,000 Nifty 50 Index
- | -6% ₹1,130 Cr 1,035,000
↑ 1,035,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK5% ₹1,060 Cr 4,997,908 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Dec 16 | HDFC5% ₹962 Cr 4,885,671
↑ 100,000 ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 08 | ITC4% ₹818 Cr 29,056,250 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 5322154% ₹800 Cr 12,897,590 Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY4% ₹793 Cr 12,031,850
↑ 651,040 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 17 | 5003124% ₹746 Cr 50,003,152
↑ 8,340,000 2. Reliance Large Cap Fund
CAGR/Annualized return of 11% 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 (18 Jan 19) ₹33.0949 ↓ -0.37 (-1.10 %) Net Assets (Cr) ₹11,410 on 30 Nov 18 Category Equity - Large Cap AMC Reliance Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.49 Sharpe Ratio -0.04 Information Ratio -0.27 Alpha Ratio -3.64 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 Dec 13 ₹10,000 31 Dec 14 ₹15,465 31 Dec 15 ₹15,637 31 Dec 16 ₹15,985 31 Dec 17 ₹22,127 31 Dec 18 ₹22,083 Returns for Reliance Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jan 19 Duration Returns 1 Month -0.1% 3 Month 6.5% 6 Month 4.8% 1 Year -2.8% 3 Year 15.6% 5 Year 17.5% 10 Year 15 Year Since launch 11% 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 11.24 Yr. Kinjal Desai 25 May 18 0.44 Yr. Data below for Reliance Large Cap Fund as on 30 Nov 18
Equity Sector Allocation
Sector Value Financial Services 36.59% Industrials 17.31% Health Care 10.27% Consumer Cyclical 8.24% Energy 7.75% Consumer Defensive 5.12% Basic Materials 4.96% Technology 3.93% Utility 2.68% Communication Services 1.17% Real Estate 0.24% Asset Allocation
Asset Class Value Cash 1.7% Equity 98.27% Other 0.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN10% ₹1,119 Cr 37,800,000
↑ 800,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT6% ₹704 Cr 4,900,000
↓ -251,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | 5322156% ₹676 Cr 10,900,000
↑ 900,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK5% ₹612 Cr 17,000,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK5% ₹594 Cr 2,800,611 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC5% ₹565 Cr 20,053,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 17 | 5000343% ₹397 Cr 1,500,500
↓ -100,000 Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY3% ₹395 Cr 6,001,752 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Dec 16 | SUNPHARMA3% ₹387 Cr 9,000,000
↑ 6,000,000 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Jan 18 | 5005473% ₹364 Cr 10,043,497 3. Aditya Birla Sun Life Frontline Equity Fund
CAGR/Annualized return of 20.6% 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 (18 Jan 19) ₹215.76 ↓ -0.50 (-0.23 %) Net Assets (Cr) ₹20,880 on 30 Nov 18 Category Equity - Large Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.27 Sharpe Ratio -0.16 Information Ratio -0.5 Alpha Ratio -7.28 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 13 ₹10,000 31 Dec 14 ₹14,472 31 Dec 15 ₹14,632 31 Dec 16 ₹15,718 31 Dec 17 ₹20,524 31 Dec 18 ₹19,928 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 18 Jan 19 Duration Returns 1 Month -0.2% 3 Month 5% 6 Month 0.3% 1 Year -4.2% 3 Year 13.4% 5 Year 15.1% 10 Year 15 Year Since launch 20.6% 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 12.96 Yr. Data below for Aditya Birla Sun Life Frontline Equity Fund as on 30 Nov 18
Equity Sector Allocation
Sector Value Financial Services 36.68% Technology 10.45% Consumer Cyclical 10.02% Consumer Defensive 9.57% Basic Materials 9.14% Energy 6.11% Industrials 4.62% Health Care 4.23% Utility 2.42% Communication Services 0.76% Asset Allocation
Asset Class Value Cash 6.16% Equity 94% Debt 0.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK10% ₹2,020 Cr 9,519,425
↑ 173,500 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK7% ₹1,479 Cr 41,070,640
↑ 3,994,000 Clearing Corporation Of India Limited
CBLO | -5% ₹1,120 Cr Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY5% ₹1,085 Cr 16,468,074 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 08 | ITC5% ₹974 Cr 34,566,669
↑ 30,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 08 | HDFC4% ₹763 Cr 3,876,764 State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN3% ₹692 Cr 23,378,434 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE3% ₹670 Cr 5,974,690 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | M&M2% ₹528 Cr 6,567,434
↓ -73,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 08 | LT2% ₹465 Cr 3,232,015
↑ 66,000 4. SBI Bluechip Fund
CAGR/Annualized return of 10.6% 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 (18 Jan 19) ₹36.9293 ↓ -0.21 (-0.58 %) Net Assets (Cr) ₹20,287 on 30 Nov 18 Category Equity - Large Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.42 Sharpe Ratio -0.26 Information Ratio -0.87 Alpha Ratio -6.59 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 Dec 13 ₹10,000 31 Dec 14 ₹14,786 31 Dec 15 ₹15,967 31 Dec 16 ₹16,738 31 Dec 17 ₹21,798 31 Dec 18 ₹20,902 Returns for SBI Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jan 19 Duration Returns 1 Month -0.8% 3 Month 5.2% 6 Month -2.5% 1 Year -5.9% 3 Year 11.8% 5 Year 15.7% 10 Year 15 Year Since launch 10.6% 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 8.17 Yr. Data below for SBI Bluechip Fund as on 30 Nov 18
Equity Sector Allocation
Sector Value Financial Services 35.2% Industrials 10.82% Consumer Cyclical 10.53% Basic Materials 9.09% Consumer Defensive 8.98% Technology 6.09% Energy 5.75% Health Care 5.68% Utility 1.42% Communication Services 0.99% Asset Allocation
Asset Class Value Cash 5.66% Equity 94.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK9% ₹1,851 Cr 8,725,189 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 09 | LT5% ₹1,087 Cr 7,562,209 ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC5% ₹998 Cr 35,425,226
↑ 1,000,000 Treps
CBLO/Reverse Repo | -5% ₹983 Cr Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 15 | HDFC5% ₹933 Cr 4,738,989
↓ -468,790 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | ICICIBANK4% ₹789 Cr 21,894,354 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Aug 15 | M&M4% ₹728 Cr 9,051,909 Nestle India Ltd (Consumer Defensive)
Equity, Since 31 May 16 | NESTLEIND3% ₹704 Cr 634,722
↓ -50,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 17 | INFY3% ₹643 Cr 9,763,488
↑ 600,000 State Bank of India (Financial Services)
Equity, Since 28 Feb 14 | SBIN3% ₹539 Cr 18,219,243 5. HDFC Top 100 Fund
CAGR/Annualized return of 19.9% 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 (18 Jan 19) ₹466.62 ↓ -1.24 (-0.27 %) Net Assets (Cr) ₹14,961 on 30 Nov 18 Category Equity - Large Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.26 Sharpe Ratio -0.1 Information Ratio 0.03 Alpha Ratio -3.36 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 Dec 13 ₹10,000 31 Dec 14 ₹14,652 31 Dec 15 ₹13,760 31 Dec 16 ₹14,932 31 Dec 17 ₹19,705 31 Dec 18 ₹19,730 Returns for HDFC Top 100 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jan 19 Duration Returns 1 Month 0.9% 3 Month 5.3% 6 Month 6.5% 1 Year -1.9% 3 Year 16.8% 5 Year 15.2% 10 Year 15 Year Since launch 19.9% 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 15.55 Yr. Amar Kalkundrikar 10 Jan 19 0 Yr. Data below for HDFC Top 100 Fund as on 30 Nov 18
Equity Sector Allocation
Sector Value Financial Services 37.53% Technology 13.3% Energy 12.4% Utility 9.62% Basic Materials 9.15% Industrials 8.87% Consumer Defensive 4.66% Health Care 2.77% Consumer Cyclical 0.46% Asset Allocation
Asset Class Value Cash 0.98% Equity 98.89% Other 0.13% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 05 | ICICIBANK9% ₹1,303 Cr 36,174,853 State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN8% ₹1,272 Cr 42,994,500 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 06 | RELIANCE8% ₹1,154 Cr 10,293,264 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK7% ₹1,116 Cr 5,257,681
↑ 385,000 Infosys Ltd (Technology)
Equity, Since 31 Aug 04 | INFY7% ₹1,071 Cr 16,259,954 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 06 | LT6% ₹972 Cr 6,758,828 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC5% ₹712 Cr 25,277,048
↓ -3,000,000 NTPC Ltd (Utilities)
Equity, Since 30 Jun 15 | 5325554% ₹571 Cr 38,308,781 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 05 | TCS4% ₹566 Cr 2,991,062 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | 5322153% ₹518 Cr 8,355,405 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 (18 Jan 19) ₹219.65 ↓ -0.63 (-0.28 %) Net Assets (Cr) ₹1,346 on 30 Nov 18 Category Equity - Large Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.22 Sharpe Ratio -0.12 Information Ratio -0.91 Alpha Ratio -5.98 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-18 Months (1%),18 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 13 ₹10,000 31 Dec 14 ₹14,246 31 Dec 15 ₹14,783 31 Dec 16 ₹15,216 31 Dec 17 ₹19,656 31 Dec 18 ₹19,242 Returns for Kotak Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jan 19 Duration Returns 1 Month -0.9% 3 Month 4.2% 6 Month -1.9% 1 Year -4.4% 3 Year 12% 5 Year 14% 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 4.83 Yr. Data below for Kotak Bluechip Fund as on 30 Nov 18
Equity Sector Allocation
Sector Value Financial Services 33.69% Technology 12.43% Consumer Cyclical 11.26% Basic Materials 8.91% Consumer Defensive 8.78% Energy 8.32% Industrials 6.92% Health Care 4.07% Utility 3.25% Asset Allocation
Asset Class Value Cash 2.08% Equity 97.92% Debt 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK9% ₹120 Cr 565,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE8% ₹103 Cr 915,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK6% ₹75 Cr 2,084,000
↑ 201,000 Infosys Ltd (Technology)
Equity, Since 31 Oct 04 | INFY5% ₹63 Cr 963,300 ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 06 | ITC4% ₹56 Cr 1,990,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 17 | HDFC4% ₹53 Cr 270,000
↓ -72,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 17 | TCS4% ₹52 Cr 276,000
↓ -10,500 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 12 | LT3% ₹45 Cr 310,000 Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 5327553% ₹43 Cr 600,000
↓ -10,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | M&M3% ₹42 Cr 525,000 7. TATA Large Cap Fund
CAGR/Annualized return of 20.2% 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 (18 Jan 19) ₹206.624 ↓ -0.67 (-0.32 %) Net Assets (Cr) ₹749 on 30 Nov 18 Category Equity - Large Cap AMC Tata Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.48 Sharpe Ratio -0.23 Information Ratio -1.04 Alpha Ratio -11.61 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 Dec 13 ₹10,000 31 Dec 14 ₹13,605 31 Dec 15 ₹13,787 31 Dec 16 ₹14,186 31 Dec 17 ₹18,377 31 Dec 18 ₹17,706 Returns for TATA Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jan 19 Duration Returns 1 Month -0.2% 3 Month 5.5% 6 Month -0.2% 1 Year -5.1% 3 Year 11.7% 5 Year 12.2% 10 Year 15 Year Since launch 20.2% 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 0.37 Yr. Ennette Fernandes 18 Jun 18 0.37 Yr. Data below for TATA Large Cap Fund as on 30 Nov 18
Equity Sector Allocation
Sector Value Financial Services 39.12% Consumer Cyclical 12.72% Technology 11.09% Consumer Defensive 10.34% Industrials 7.96% Energy 4.93% Utility 3.58% Basic Materials 2.5% Health Care 2.22% Asset Allocation
Asset Class Value Cash 5.45% Equity 94.46% Other 0.1% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 11 | ICICIBANK10% ₹73 Cr 2,020,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK8% ₹62 Cr 291,500 State Bank of India (Financial Services)
Equity, Since 30 Apr 14 | SBIN6% ₹47 Cr 1,595,000
↑ 395,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5322156% ₹44 Cr 710,000
↑ 125,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 13 | LT6% ₹44 Cr 306,000
↑ 86,000 Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY6% ₹43 Cr 660,000 ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC5% ₹40 Cr 1,422,500 A) Repo
CBLO/Reverse Repo | -5% ₹38 Cr Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE5% ₹37 Cr 330,000
↓ -121,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 18 | TCS4% ₹27 Cr 140,000 8. BNP Paribas Large Cap Fund
CAGR/Annualized return of 16% 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 (18 Jan 19) ₹83.24 ↓ -0.27 (-0.32 %) Net Assets (Cr) ₹795 on 30 Nov 18 Category Equity - Large Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.46 Sharpe Ratio -0.22 Information Ratio -0.84 Alpha Ratio -8.18 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 13 ₹10,000 31 Dec 14 ₹14,740 31 Dec 15 ₹15,563 31 Dec 16 ₹14,708 31 Dec 17 ₹20,156 31 Dec 18 ₹19,357 Returns for BNP Paribas Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jan 19 Duration Returns 1 Month 0% 3 Month 5.3% 6 Month -1.5% 1 Year -5.5% 3 Year 10.9% 5 Year 14.5% 10 Year 15 Year Since launch 16% 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 1.96 Yr. Karthikraj Lakshmanan 7 Oct 16 2.07 Yr. Data below for BNP Paribas Large Cap Fund as on 30 Nov 18
Equity Sector Allocation
Sector Value Financial Services 41.08% Consumer Defensive 13.59% Technology 9.86% Consumer Cyclical 8.52% Industrials 8% Basic Materials 6.29% Energy 5.46% Health Care 1.12% Communication Services 1.1% Asset Allocation
Asset Class Value Cash 5.34% Equity 95.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK10% ₹74 Cr 350,000
↓ -10,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | ICICIBANK8% ₹61 Cr 1,691,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | KOTAKBANK7% ₹50 Cr 400,000
↓ -30,000 Treps
CBLO/Reverse Repo | -5% ₹41 Cr Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY5% ₹38 Cr 570,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 17 | LT5% ₹36 Cr 252,000
↓ -40,500 Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 17 | RELIANCE4% ₹30 Cr 270,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 18 | TCS4% ₹29 Cr 154,742 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFC4% ₹28 Cr 140,000
↓ -20,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 5322153% ₹25 Cr 400,000 9. Franklin India Bluechip Fund
CAGR/Annualized return of 16.8% 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 (18 Jan 19) ₹446.074 ↓ -3.33 (-0.74 %) Net Assets (Cr) ₹7,723 on 30 Nov 18 Category Equity - Large Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.24 Sharpe Ratio -0.27 Information Ratio -1.01 Alpha Ratio -5.86 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 Dec 13 ₹10,000 31 Dec 14 ₹13,722 31 Dec 15 ₹13,999 31 Dec 16 ₹14,901 31 Dec 17 ₹18,822 31 Dec 18 ₹18,148 Returns for Franklin India Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jan 19 Duration Returns 1 Month -0.5% 3 Month 3.3% 6 Month -0.3% 1 Year -5.8% 3 Year 11.6% 5 Year 12.8% 10 Year 15 Year Since launch 16.8% 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 11.59 Yr. Roshi Jain 2 May 16 2.5 Yr. Srikesh Nair 1 Dec 15 2.92 Yr. Data below for Franklin India Bluechip Fund as on 30 Nov 18
Equity Sector Allocation
Sector Value Financial Services 26.02% Consumer Cyclical 11.17% Technology 11.01% Consumer Defensive 8.11% Health Care 7.87% Basic Materials 7.68% Industrials 7.57% Communication Services 5.65% Utility 4.13% Energy 3.79% Asset Allocation
Asset Class Value Equity 92.99% Other 7.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK10% ₹757 Cr 3,570,000
↓ -30,000 Call, Cash & Other Assets
Receivables | -7% ₹547 Cr Infosys Ltd (Technology)
Equity, Since 31 Mar 12 | INFY6% ₹474 Cr 7,200,000
↓ -200,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 12 | LT4% ₹345 Cr 2,400,000
↓ -200,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK4% ₹342 Cr 9,500,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL4% ₹328 Cr 10,500,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | M&M4% ₹305 Cr 3,800,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322154% ₹279 Cr 4,500,000
↓ -200,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 05 | KOTAKBANK3% ₹226 Cr 1,800,000
↓ -100,000 HCL Technologies Ltd (Technology)
Equity, Since 31 May 14 | HCLTECH3% ₹212 Cr 2,200,000
↑ 200,000 10. Axis Bluechip Fund
CAGR/Annualized return of 11.5% 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 (18 Jan 19) ₹26.83 ↑ 0.04 (0.15 %) Net Assets (Cr) ₹3,295 on 30 Nov 18 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.11 Sharpe Ratio 0.46 Information Ratio 0.23 Alpha Ratio 3.5 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 Dec 13 ₹10,000 31 Dec 14 ₹14,085 31 Dec 15 ₹13,910 31 Dec 16 ₹13,406 31 Dec 17 ₹18,505 31 Dec 18 ₹19,716 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jan 19 Duration Returns 1 Month -1.4% 3 Month 6.3% 6 Month -4.4% 1 Year 5.3% 3 Year 15.1% 5 Year 14.8% 10 Year 15 Year Since launch 11.5% 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 1.94 Yr. Data below for Axis Bluechip Fund as on 30 Nov 18
Equity Sector Allocation
Sector Value Financial Services 38.77% Consumer Cyclical 11.73% Technology 10.57% Consumer Defensive 7.41% Basic Materials 5.76% Energy 2.58% Industrials 2.38% Health Care 1.09% Asset Allocation
Asset Class Value Cash 19.77% Equity 81.65% Top Securities Holdings / Portfolio
Name Holding Value Quantity Clearing Corporation Of India Ltd
CBLO | -19% ₹699 Cr HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK10% ₹367 Cr 1,730,000
↑ 170,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 5000348% ₹281 Cr 1,061,000
↑ 176,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK7% ₹266 Cr 2,120,000
↑ 30,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS6% ₹227 Cr 1,200,000
↑ 382,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK5% ₹199 Cr 5,520,000
↑ 1,035,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 10 | MARUTI5% ₹179 Cr 240,000
↓ -5,000 Avenue Supermarts Ltd (Consumer Cyclical)
Equity, Since 31 Mar 17 | 5403764% ₹143 Cr 890,000
↑ 25,000 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 5006964% ₹136 Cr 750,000
↑ 70,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFC3% ₹122 Cr 620,000
↓ -110,000 11. JM Large Cap Fund
CAGR/Annualized return of 8.2% since its launch. Ranked 73 in Large Cap category. Return for 2018 was 0.8% , 2017 was 20.9% and 2016 was 1.8% . JM Large Cap Fund
Growth Launch Date 1 Apr 95 NAV (18 Jan 19) ₹64.8505 ↓ -0.01 (-0.01 %) Net Assets (Cr) ₹2,929 on 30 Nov 18 Category Equity - Large Cap AMC JM Financial Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.01 Sharpe Ratio 0.02 Information Ratio -1.04 Alpha Ratio -3.75 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-60 Days (1%),60 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 13 ₹10,000 31 Dec 14 ₹14,548 31 Dec 15 ₹14,366 31 Dec 16 ₹14,627 31 Dec 17 ₹17,678 31 Dec 18 ₹17,820 Returns for JM Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jan 19 Duration Returns 1 Month -0.4% 3 Month 1.2% 6 Month -0.4% 1 Year -1.4% 3 Year 9.8% 5 Year 12.6% 10 Year 15 Year Since launch 8.2% Historical performance (Yearly) on absolute basis
Year Returns 2018 0.8% 2017 20.9% 2016 1.8% 2015 -1.3% 2014 45.5% 2013 1.7% 2012 29.5% 2011 -31% 2010 12.9% 2009 60.4% Fund Manager information for JM Large Cap Fund
Name Since Tenure Asit Bhandarkar 5 Oct 17 1.07 Yr. Chaitanya Choksi 1 Aug 14 4.25 Yr. Data below for JM Large Cap Fund as on 30 Nov 18
Equity Sector Allocation
Sector Value Financial Services 26.84% Technology 10.6% Energy 9.63% Consumer Cyclical 9.16% Consumer Defensive 8.61% Basic Materials 7.21% Health Care 3.05% Industrials 2.6% Communication Services 1.36% Utility 1.19% Real Estate 0.68% Asset Allocation
Asset Class Value Cash 58.88% Equity 40.93% Debt 0.18% Other 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cash Offset For Derivatives
Derivative Margin | -40% ₹1,116 Cr 111,559
↓ -4,225 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 15 | RELIANCE8% ₹226 Cr 2,013,322 Net Current Assets
Net Current Assets | -8% ₹221 Cr HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 12 | HDFCBANK5% ₹141 Cr 666,813 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 12 | HDFC5% ₹129 Cr 653,066 Reliance Industries Limited - Jan - 2019
Derivatives | -4% -₹125 Cr 1,109,500
↑ 1,109,500 Infosys Ltd (Technology)
Equity, Since 30 Apr 15 | INFY4% ₹116 Cr 1,766,192 Yes Bank Ltd (Financial Services)
Equity, Since 30 Jun 15 | 5326484% ₹108 Cr 5,962,612 Yes Bank Limited - Jan - 2019
Derivatives | -4% -₹100 Cr 5,477,500
↑ 5,477,500 Triparty Repo
CBLO/Reverse Repo | -3% ₹92 Cr 00
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 cap and small cap funds, the returns in large cap funds 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 cap 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-cap and small-cap funds. While large cap mutual funds are a relatively lower risk as compared to mid-caps or small caps, one needs to remember that the underlying investment is equity. Equity investing can lead to losses in the short run. One should be prepared to see losses and not lose sleep over the same. However, if one does have a long holding period (at least more than 5 years) and follows certain basics of investing, then one can make a certain 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 large market capitalization, these companies have the size and scale to survive the bad markets and economic cycles. Therefore, investment in large cap funds 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 equity investing. While risks of large cap mutual funds 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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