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11 Best Large Cap Equity Funds 2022
Ideally, when someone thinks of Investing, the first thought that comes to one's mind will mostly be equity. When you further explore Equity Funds, you will large-cap funds.
Large cap Mutual Funds are considered to be one of the safest investments in equities as they have good returns and are less volatile to Market fluctuations compared to other equity funds i.e., mid & Small cap funds. These funds invest in the stock of big companies. Investors are keen to invest their monies in large-caps even though the share price of blue-chip companies is high.
Choosing the best large cap mutual fund is an important task that needs to be given due importance. Let's see below the benefits of investing in large cap mutual funds, how to select the best Large cap funds and finally, a list of the top 10 best large cap funds to invest in 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
Fund NAV Net 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 -3.8 7 21.3 21.1 17.4 24.5 IDBI India Top 100 Equity Fund Growth ₹39.11
↑ 0.36 ₹563 -3.6 8.9 28.1 20.2 14 31.2 Kotak Bluechip Fund Growth ₹371.084
↑ 3.65 ₹3,652 -4.4 6.9 23.5 19.8 15 27.7 BNP Paribas Large Cap Fund Growth ₹138.94
↑ 1.20 ₹1,245 -4.3 7.9 20.2 19.3 15.3 22.1 Axis Bluechip Fund Growth ₹44.89
↑ 0.10 ₹34,584 -5.9 5.6 17.2 18.9 18.2 20.6 ICICI Prudential Bluechip Fund Growth ₹65.63
↑ 0.73 ₹30,899 -2.5 11.6 27 18.4 15.3 29.2 SBI Bluechip Fund Growth ₹60.0053
↑ 0.50 ₹31,774 -4.3 6.8 22.2 18.3 13.8 26.1 LIC MF Large Cap Fund Growth ₹40.5588
↑ 0.35 ₹643 -4.1 9.1 21.2 17.9 13.9 23.8 TATA Large Cap Fund Growth ₹331.277
↑ 3.69 ₹1,116 -4 8.8 28.9 17.6 13.8 32.7 IDFC Large Cap Fund Growth ₹49.97
↑ 0.59 ₹980 -3 10 21.7 17.6 14.7 26.8 Aditya Birla Sun Life Frontline Equity Fund Growth ₹337.72
↑ 3.35 ₹21,841 -4.4 8.5 24.5 17 13.4 27.9 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.
(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 Below is the key information for Canara Robeco Bluechip Equity Fund Returns up to 1 year are on 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 Below is the key information for IDBI India Top 100 Equity 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 (Erstwhile BNP Paribas Equity Fund) The investment objective of the Scheme is to generate long-term capital growth from a diversifi ed and actively managed portfolio of equity and equity related securities. The Scheme will invest in a range of companies, with a bias towards large & medium market capitalisation companies. However, there can be no
assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns. BNP Paribas Large Cap Fund is a Equity - Large Cap fund was launched on 23 Sep 04. It is a fund with Moderately High risk and has given a Below is the key information for BNP Paribas Large Cap Fund Returns up to 1 year are on (Erstwhile 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 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 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 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 Below is the key information for LIC MF Large Cap 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 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 Below is the key information for IDFC 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 1. Canara Robeco Bluechip Equity Fund
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% . 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.
Date Value 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 Returns for Canara Robeco Bluechip Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jan 22 Duration Returns 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
Year Returns 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
Name Since Tenure Vishal Mishra 1 Jun 21 0.59 Yr. Shridatta Bhandwaldar 5 Jul 16 5.5 Yr. Data below for Canara Robeco Bluechip Equity Fund as on 31 Dec 21
Equity Sector Allocation
Sector Value Financial Services 32.13% Technology 17.25% Consumer Cyclical 10.11% Energy 6.76% Basic Materials 6.72% Health Care 6.4% Consumer Defensive 6.16% Industrials 5.07% Communication Services 2.09% Utility 1.82% Asset Allocation
Asset Class Value Cash 5.48% Equity 94.52% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Sep 10 | INFY9% ₹527 Cr 2,794,142
↑ 170,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK8% ₹436 Cr 5,885,600
↑ 425,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | HDFCBANK7% ₹404 Cr 2,729,700
↑ 160,000 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 17 | RELIANCE7% ₹384 Cr 1,623,250
↑ 70,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS5% ₹261 Cr 698,461
↑ 40,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT4% ₹228 Cr 1,200,685
↑ 25,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | 5000344% ₹215 Cr 308,434
↑ 35,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹191 Cr 4,150,000
↑ 370,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFC3% ₹176 Cr 680,450 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 5322152% ₹141 Cr 2,084,200
↓ -500,000 2. IDBI India Top 100 Equity Fund
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% . 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.
Date Value 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 Returns for IDBI India Top 100 Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jan 22 Duration Returns 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
Year Returns 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
Name Since Tenure Alok Ranjan 16 Aug 21 0.38 Yr. Data below for IDBI India Top 100 Equity Fund as on 31 Dec 21
Equity Sector Allocation
Sector Value Financial Services 33.24% Technology 15.97% Basic Materials 11.5% Consumer Cyclical 9.6% Energy 7.01% Industrials 6.99% Consumer Defensive 5.7% Health Care 4.17% Real Estate 2.29% Communication Services 1.17% Utility 0.88% Asset Allocation
Asset Class Value Cash 1.46% Equity 98.52% Debt 0.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 16 | HDFCBANK7% ₹42 Cr 282,182 Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 18 | RELIANCE7% ₹39 Cr 166,544 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK7% ₹38 Cr 509,292 Infosys Ltd (Technology)
Equity, Since 31 Mar 18 | INFY6% ₹33 Cr 176,877 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 12 | HDFC4% ₹22 Cr 85,448 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 19 | TCS3% ₹18 Cr 48,254 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 19 | 5322153% ₹17 Cr 249,203 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 17 | LT3% ₹15 Cr 77,348
↑ 15,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK3% ₹15 Cr 81,223 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN2% ₹14 Cr 295,957 3. Kotak Bluechip Fund
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% . 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.
Date Value 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 Returns for Kotak Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jan 22 Duration Returns 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
Year Returns 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
Name Since Tenure Harish Krishnan 1 Jan 14 8.01 Yr. Data below for Kotak Bluechip Fund as on 31 Dec 21
Equity Sector Allocation
Sector Value Financial Services 30.57% Technology 16.67% Consumer Cyclical 11.36% Energy 8.5% Consumer Defensive 7.01% Industrials 6.63% Basic Materials 6.08% Health Care 3.72% Communication Services 2.17% Utility 1.78% Real Estate 0.99% Asset Allocation
Asset Class Value Cash 3.53% Equity 96.46% Debt 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE8% ₹276 Cr 1,165,000
↑ 15,000 Infosys Ltd (Technology)
Equity, Since 31 Oct 04 | INFY7% ₹269 Cr 1,425,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK7% ₹257 Cr 3,475,000
↑ 25,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK7% ₹248 Cr 1,675,000
↑ 25,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 17 | TCS4% ₹155 Cr 415,000
↑ 5,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 12 | LT3% ₹123 Cr 650,000 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 13 | 5322153% ₹112 Cr 1,650,000
↑ 25,000 Persistent Systems Ltd (Technology)
Equity, Since 30 Jun 19 | PERSISTENT3% ₹108 Cr 220,000
↓ -30,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 17 | HDFC3% ₹106 Cr 410,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK3% ₹99 Cr 550,000 4. BNP Paribas Large Cap Fund
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% . 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.
Date Value 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 Returns for BNP Paribas Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jan 22 Duration Returns 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
Year Returns 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
Name Since Tenure Karthikraj Lakshmanan 7 Oct 16 5.24 Yr. Chockalingam Narayanan 27 Aug 21 0.35 Yr. Data below for BNP Paribas Large Cap Fund as on 31 Dec 21
Equity Sector Allocation
Sector Value Financial Services 40.51% Technology 14.31% Consumer Defensive 7.94% Industrials 7.18% Energy 5.96% Consumer Cyclical 5.87% Health Care 5.28% Basic Materials 3.81% Communication Services 3.47% Utility 1.02% Real Estate 0.84% Asset Allocation
Asset Class Value Cash 3.81% Equity 96.19% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | ICICIBANK10% ₹120 Cr 1,620,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK8% ₹100 Cr 675,000 Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY7% ₹89 Cr 470,000
↑ 20,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 17 | RELIANCE6% ₹74 Cr 313,500 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFC4% ₹54 Cr 210,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 18 | TCS4% ₹54 Cr 145,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 5322154% ₹53 Cr 787,000
↑ 47,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 20 | LT4% ₹46 Cr 240,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | KOTAKBANK3% ₹43 Cr 240,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 18 | 5000343% ₹38 Cr 55,166 5. Axis Bluechip Fund
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% . 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.
Date Value 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 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jan 22 Duration Returns 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
Year Returns 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
Name Since Tenure Shreyash Devalkar 23 Nov 16 5.11 Yr. Hitesh Das 2 Nov 20 1.16 Yr. Data below for Axis Bluechip Fund as on 31 Dec 21
Equity Sector Allocation
Sector Value Financial Services 35.5% Technology 19.8% Consumer Defensive 9.91% Basic Materials 8.42% Health Care 5.91% Consumer Cyclical 4.69% Energy 3.97% Communication Services 3.4% Industrials 1.1% Asset Allocation
Asset Class Value Cash 5.87% Equity 94.13% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY10% ₹3,455 Cr 18,300,000
↑ 800,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 5000349% ₹3,074 Cr 4,406,122
↑ 44,872 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK9% ₹2,958 Cr 39,970,000
↓ -469,375 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 5403768% ₹2,742 Cr 5,868,799
↑ 287,145 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS7% ₹2,563 Cr 6,855,000
↑ 220,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK7% ₹2,540 Cr 17,170,000
↓ -790,000 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE4% ₹1,374 Cr 5,800,000
↓ -430,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFC4% ₹1,278 Cr 4,940,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK4% ₹1,239 Cr 6,900,000
↓ -642,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 18 | DIVISLAB3% ₹1,051 Cr 2,246,000 6. ICICI Prudential Bluechip Fund
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% . 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.
Date Value 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 Returns for ICICI Prudential Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jan 22 Duration Returns 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
Year Returns 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
Name Since Tenure Rajat Chandak 14 Jul 17 4.47 Yr. Priyanka Khandelwal 15 Jun 17 4.55 Yr. Anish Tawakley 5 Sep 18 3.33 Yr. Vaibhav Dusad 18 Jan 21 0.95 Yr. Data below for ICICI Prudential Bluechip Fund as on 31 Dec 21
Equity Sector Allocation
Sector Value Financial Services 34.62% Technology 13.56% Energy 9% Consumer Cyclical 8.53% Industrials 6.5% Basic Materials 5.82% Health Care 5.78% Consumer Defensive 5.59% Communication Services 5.03% Utility 1.79% Asset Allocation
Asset Class Value Cash 3.77% Equity 96.23% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK10% ₹2,946 Cr 39,807,132 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK8% ₹2,424 Cr 16,384,361 Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY7% ₹2,267 Cr 12,010,305
↓ -114,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 08 | RELIANCE6% ₹1,909 Cr 8,062,205 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 12 | LT5% ₹1,673 Cr 8,825,602
↓ -25,955 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Dec 16 | HDFC5% ₹1,602 Cr 6,193,179
↑ 616,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 5322155% ₹1,590 Cr 23,429,217
↑ 38,503 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | BHARTIARTL5% ₹1,554 Cr 22,731,140
↓ -502,581 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 16 | MARUTI4% ₹1,082 Cr 1,457,608
↑ 21,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 12 | HCLTECH3% ₹1,007 Cr 7,637,343
↓ -269,000 7. SBI Bluechip Fund
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% . 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.
Date Value 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 Returns for SBI Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jan 22 Duration Returns 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
Year Returns 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
Name Since Tenure Sohini Andani 1 Sep 10 11.34 Yr. Data below for SBI Bluechip Fund as on 31 Dec 21
Equity Sector Allocation
Sector Value Financial Services 30.85% Consumer Cyclical 14.17% Technology 12.46% Industrials 8.85% Health Care 7.34% Energy 6.68% Basic Materials 6.58% Consumer Defensive 5.2% Real Estate 2.89% Communication Services 2.24% Utility 0.16% Asset Allocation
Asset Class Value Cash 2.19% Equity 97.81% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK8% ₹2,596 Cr 17,550,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | ICICIBANK7% ₹2,253 Cr 30,443,104 Infosys Ltd (Technology)
Equity, Since 30 Nov 17 | INFY6% ₹2,045 Cr 10,835,178 HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH5% ₹1,471 Cr 11,148,030 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 09 | LT5% ₹1,434 Cr 7,562,209 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 15 | RELIANCE4% ₹1,378 Cr 5,820,915 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 15 | HDFC4% ₹1,203 Cr 4,650,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB3% ₹1,029 Cr 2,200,000 ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC3% ₹1,022 Cr 46,874,904 State Bank of India (Financial Services)
Equity, Since 28 Feb 14 | SBIN3% ₹845 Cr 18,349,243 8. LIC MF Large Cap Fund
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% . 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.
Date Value 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 Returns for LIC MF Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jan 22 Duration Returns 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
Year Returns 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
Name Since Tenure Yogesh Patil 18 Sep 20 1.29 Yr. Data below for LIC MF Large Cap Fund as on 31 Dec 21
Equity Sector Allocation
Sector Value Financial Services 35.7% Technology 17.26% Consumer Defensive 11.36% Consumer Cyclical 7.93% Basic Materials 7.65% Health Care 5.98% Energy 4.94% Industrials 2.92% Communication Services 2.51% Utility 0.96% Asset Allocation
Asset Class Value Cash 2.8% Equity 97.2% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Dec 09 | INFY9% ₹59 Cr 314,287
↓ -10,030 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | ICICIBANK8% ₹51 Cr 683,444 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK7% ₹43 Cr 293,882 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jan 18 | 5403766% ₹36 Cr 76,927 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS5% ₹34 Cr 91,222
↓ -3,407 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 18 | RELIANCE5% ₹32 Cr 133,970 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Apr 18 | 5000344% ₹28 Cr 39,825
↓ -9,039 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Aug 20 | 5329783% ₹21 Cr 12,910 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 20 | HDFC3% ₹20 Cr 78,548
↑ 11,690 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | 5322153% ₹19 Cr 282,868
↑ 45,467 9. TATA Large Cap Fund
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% . 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.
Date Value 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 Returns for TATA Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jan 22 Duration Returns 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
Year Returns 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
Name Since Tenure Amey Sathe 30 Jun 21 0.51 Yr. Venkat Samala 26 Nov 20 1.1 Yr. Data below for TATA Large Cap Fund as on 31 Dec 21
Equity Sector Allocation
Sector Value Financial Services 33.96% Technology 16.87% Industrials 9.91% Health Care 7.53% Basic Materials 7.36% Energy 6.41% Consumer Defensive 6.27% Utility 3.77% Communication Services 3.37% Consumer Cyclical 1.11% Real Estate 0.94% Asset Allocation
Asset Class Value Cash 1.83% Equity 98.15% Other 0.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 11 | ICICIBANK9% ₹99 Cr 1,340,000 Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY8% ₹85 Cr 449,500 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK7% ₹74 Cr 503,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE6% ₹72 Cr 302,000 State Bank of India (Financial Services)
Equity, Since 30 Apr 14 | SBIN6% ₹62 Cr 1,349,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 18 | TCS4% ₹47 Cr 125,000
↑ 14,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5322154% ₹40 Cr 590,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT3% ₹38 Cr 199,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL3% ₹38 Cr 550,000 Wipro Ltd (Technology)
Equity, Since 30 Sep 20 | 5076853% ₹29 Cr 400,000 10. IDFC Large Cap Fund
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% . 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.
Date Value 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 Returns for IDFC Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jan 22 Duration Returns 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
Year Returns 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
Name Since Tenure Arpit Kapoor 1 Mar 17 4.84 Yr. Sumit Agrawal 1 Mar 17 4.84 Yr. Data below for IDFC Large Cap Fund as on 31 Dec 21
Equity Sector Allocation
Sector Value Financial Services 36.55% Technology 20.64% Consumer Cyclical 10.34% Basic Materials 8.28% Consumer Defensive 6.11% Energy 5.51% Health Care 5.03% Industrials 4.9% Communication Services 0.95% Asset Allocation
Asset Class Value Cash 1.69% Equity 98.31% Debt 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK9% ₹84 Cr 1,135,949 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 07 | HDFCBANK7% ₹73 Cr 493,424 Infosys Ltd (Technology)
Equity, Since 31 Aug 11 | INFY7% ₹73 Cr 385,841 State Bank of India (Financial Services)
Equity, Since 30 Sep 20 | SBIN7% ₹70 Cr 1,527,666 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE6% ₹54 Cr 227,948 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 19 | HDFC4% ₹42 Cr 162,787 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS4% ₹39 Cr 103,005 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | 5000344% ₹35 Cr 50,559 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 5322153% ₹28 Cr 417,013 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 17 | 5006963% ₹26 Cr 110,263
↑ 4,105 11. Aditya Birla Sun Life Frontline Equity Fund
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% . 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.
Date Value 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 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 25 Jan 22 Duration Returns 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
Year Returns 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
Name Since Tenure Mahesh Patil 17 Nov 05 16.13 Yr. Data below for Aditya Birla Sun Life Frontline Equity Fund as on 31 Dec 21
Equity Sector Allocation
Sector Value Financial Services 34.57% Technology 16.37% Consumer Cyclical 8.41% Energy 7.24% Consumer Defensive 6.58% Basic Materials 6.45% Communication Services 5.29% Health Care 5.27% Industrials 4.78% Utility 1.39% Real Estate 0.87% Asset Allocation
Asset Class Value Cash 2.35% Equity 97.65% Debt 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK9% ₹2,051 Cr 27,705,769
↑ 220,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY9% ₹1,861 Cr 9,856,063
↓ -200,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK7% ₹1,550 Cr 10,476,995
↓ -100,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE5% ₹1,043 Cr 4,405,850
↑ 225,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 08 | LT4% ₹944 Cr 4,976,549 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL4% ₹876 Cr 12,808,760
↓ -270,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | 5322153% ₹719 Cr 10,590,453 HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 12 | HCLTECH3% ₹672 Cr 5,091,687
↑ 316,262 State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN3% ₹625 Cr 13,571,440 Tech Mahindra Ltd (Technology)
Equity, Since 31 Jul 13 | 5327553% ₹610 Cr 3,406,904
↓ -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.
4. Moderately High-Risk
As the investments are made in large companies, these funds tend to have low-risk compared to mid- and small-cap funds. But, equities can lead to losses in the short run. Therefore, one should be prepared to see losses and not lose sleep over the same. If one does have a long holding period (at least more than 5 years) and follows certain basics of investing, then one can make good amount of profits.
How to Invest in Best Large Cap Funds Online?
Open Free Investment Account for Lifetime at Fincash.com
Complete your Registration and KYC Process
Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!
Conclusion
Since large cap funds invest in companies with big market capitalization, these firms have the size and scale to survive the bad markets and economic cycles. Therefore, investment in large caps is considered to be the safest of all equity mutual fund categories. However, one should always remember that the Underlying investment is equity and there are risks to it. While risks of large caps are relatively lower, the returns would also be steady and not exceptional returns during bull market phases. Investors who prefer moderate yet sustained returns with a certain degree of risk; can invest in the best large cap funds!
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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